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Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks from the election. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the glaring divergence between AMD and Intel. Ted Koenig, President and CEO of Monroe Capital, on the PE landscape and private lending, as capital becomes scarce for small businesses. Hosted by Paul Sweeney and Vonnie Quinn.
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Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and why phase 3 trials are imperative. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses the stimulus deal stuck on state aid. Hosted by Paul Sweeney and Vonnie Quinn.
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Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "TikTok Is a Superweapon in China’s Culture War." Sally Bakewell, Bloomberg corporate finance reporter, on how most of America's small businesses are being shut out of the greatest borrowing binge ever. Women's Wear Daily Executive Editor, Arthur Zaczkiewicz, discusses back-to-school retail in the age of covid. Hosted by Paul Sweeney and Vonnie Quinn.
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Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.
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Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pioneer Asset Management, on opportunities in high-yield for select pickers. Hosted by Paul Sweeney and Vonnie Quinn.
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Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put on hold for investigation. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on Amazon and mall operator Simon Property Group in talks to turn mall space into data centers. Hosted by Paul Sweeney and Vonnie Quinn.
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Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam, as well as other China officials. Mike McKee, International Economics & Policy Correspondent for Bloomberg, dissects the jobs report. Hosted by Paul Sweeney and Vonnie Quinn.
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Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential for economic collapse. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why markets don't care if the economy stinks. Hosted by Paul Sweeney and Vonnie Quinn.
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Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on Teladoc buying Livongo in an $18.5 billion bet on the future of virtual health care. Hosted by Paul Sweeney and Vonnie Quinn.
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Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "Big Tech Wants You to Believe in a Skills Gap." Andy Browne, Editorial Director for Bloomberg New Economy, on China media branding Trump's TikTok actions a "smash and grab." Hosted by Paul Sweeney and Vonnie Quinn.
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