Rank #1: Bolton's Desire For Iran Regime Change Hits Oil Market
John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek Features Editor, on Tesla: investor day, earnings, SEC case and feud with Panasonic. David Loevinger, Sovereign Analyst and China Expert at TCW, and former Senior Coordinator for China at the Treasury Department, on the trade war and broader implications for emerging markets investing. Brian Deese, Global Head of Sustainable Investing at BlackRock, discusses the investment implications for climate-related risks on Earth Day.
Rank #2: Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO
Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018. John Tozzi, healthcare reporter for Bloomberg, with a look at the history of the little blue pill that changed sex, as Viagra goes generic. Tim Ghriskey, CIO of Solaris Asset Management, on why tax reform will spur corporate buybacks instead of growth. John Wobensmith, CEO of Genco Shipping (NYSE:GNK), on why the global drybulk recovery is just starting.
Rank #3: U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)
Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.
Rank #4: Barr Broke From Mueller On Who Calls Obstruction: Mintz
Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on Honeywell earnings and outlook for industrials. Jacob Frenkel, former federal prosecutor with an Independent Counsel, now partner at Dickinson Wright, discusses Attorney General Barr's handling of the Mueller report. Kristine Owram, on discuss Canopy Growth Corp. buying Acreage Holdings Inc. for about $3.4 billion, in what would be the first major cross-border cannabis merger. Hosted by Lisa Abramowicz and Paul Sweeney.
Rank #5: Christie’s Chair With Inside Look At $450 Million Da Vinci Sale
Stephen Lash, Chairman Emeritus of Christie’s America, on art investing and an inside look at the $450 million Leonardo Da Vinci sale. Simon Ballard, Global Credit strategist for Bloomberg in London, on improving conditions for Greek debt, and UK credit markets showing strain as Brexit negotiations stall. Matt Robinson, financial regulation reporter for Bloomberg, on the SEC said to probe whether banks helped hedge funds inflate returns. Lightbridge CEO Seth Grae, and Areva VP of Nuclear Fuel Bob Freeman, discuss their partnership and the future of nuclear energy.
Rank #6: "Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock Investments, on why she's preparing to get defensive.
Rank #7: Power Of US Sanctions Is Diminished After Caving On ZTE: Lake
Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud, co-founder of HealthCare.com and Founder and CEO at PivotHealth.com, on Trump's new drug pricing proposal, insurance affordability, and Obamacare outlook. Sarah Halzack, Bloomberg Opinion retail columnist, on Macy's sales gains and positive outlook. James Bach, Government Analyst: Federal Contracts for Bloomberg Intelligence, on the likely winner of the $10 billion Pentagon cloud contract: Amazon vs. Microsoft.
Rank #8: 'Dumbstruck' by Trump on Puerto Rico
Joe Mysak, an editor at Bloomberg Briefs, says he was "dumbstruck" by President Trump's comments on Puerto Rico's bond market. KPMG Chief Economist Constance Hunter discusses the September jobs report, in which the number of workers on U.S. payrolls declined for the first time since 2010. Finally, Ernesto Ramos, the head of equities at BMO Global Asset Management and portfolio manager of the BMO Large Cap Growth Fund, discusses the stock market and tells Pimm Fox and Lisa Abramowicz what kinds of companies he looks for.
Rank #9: Mueller Report Likely To Impugn The President: Waxman (Podcast)
Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week. Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strategist and Head of Multi-Sector Invesco Fixed Income, on bond markets and his 2019 outlook. Hosted by Abramowicz and Paul Sweeney.
Rank #10: Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu
Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE." Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on how Amazon’s new headquarters will impact the New York City real estate market. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on the bitcoin sell-off. David P. Willard, Founder, CEO & Managing Partner at 52 Capital Partners, LLC, on why the slowdown in China M&A may not last.
Rank #11: Stocks Gain on U.S. Tax Plan; Bitcoin Rallies
Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder, chairman and co-CIO of Fisher Investments, on bitcoin and tax plan. Tamara Gafney, Senior Director at Adobe Digital Insights, on holiday tech sales forecast. Burt Flickinger, Managing Director at Strategic Resource Group, on holiday retail sales.
Rank #12: Tax Plan Likely to Spur More M&A: Evercore's Schlosstein
Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly technology columnist, on Uber losing its EU court fight, after the top court ruled its ride-hailing service should be regulated as a transport company. Bobby Cho, Head of Trading for Cumberland, with a look at how bitcoin is traded.Mandeep Singh, tech industry analyst for Bloomberg Intelligence, on Airbnb launching its own apartment complexes: does this change its business model from tech to hotel?
Rank #13: Disastrous Scenario If Turkey Exited NATO: Stavridis
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluation in Venezuela and the situation in Turkey. Ron Quaranta, Chairman of the Wall Street Blockchain Alliance, on the crypto selloff and what this does to blockchain investing. Hosted by Pimm Fox and Lisa Abramowicz.
Rank #14: The Ultra-Wealthy Favor Private Corporate Investments
Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade reporting delay for corporate bonds could impact the market. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on Johnson & Johnson’s better than expected drug sales, and UnitedHealth raising their outlook. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on how Venezuela sanctions are keeping investors away. Hosted by Lisa Abramowicz and Paul Sweeney.
Rank #15: Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing to appeal the AT&T- Time Warner decision.
Rank #16: Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy.Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp, specialty retail reporter for Bloomberg, on the death of clothing.
Rank #17: UBS Warns Worst May Not Be Over
Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the final months of 2018. Michael Hirson, Director: Asia at Eurasia Group, discusses China economy and trade negotiations. Stewart Glickman, Head of Energy Research at CFRA Research, discusses oil and earnings. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, gives his outlook for financial markets. Hosted by Paul Sweeney and Lisa Abramowicz.
Rank #18: Facebook’s Business Model Relies On Polarizing Fears: McNamee
Roger McNamee, co-Founder of Elevation Partners, on the appropriate role of internet monopolies in society, and why Facebook still has time to rectify itself. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, with a new report on Tesla credit. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rate outlook for 2018, and how a record number of young workers remain at home. American Water CEO Susan Story on the current landscape for Trump’s infrastructure plan on the country’s aging and outdated water infrastructure, and how the company is securing critical networks from cyberattacks.
Rank #19: See Tesla At $88 By End of 2019: Vertical's Johnson
Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the Fed, trade war impact, and outlook for the economy. Hosted by Pimm Fox and Lisa Abramowicz.
Rank #20: As Economy Underwhelms, Favor Treasuries Over Stocks: Sri-Kumar
Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equities. Jim Anderson, CEO of SocialFlow, discusses the issues surrounding data mining, privacy and the controversy over Facebook and Cambridge Analytica. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on why Tesla bondholders won't have a good 2018. Ben Penn, labor reporter for Bloomberg Law, on the DOL releasing a controversial tip-sharing rule without data showing it could allow businesses to skim $640 million in gratuities.