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Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg finance reporter, discusses her story: "Juneteenth Tests Corporate America’s Pledges to Fight Racism." Hosted by Paul Sweeney and Vonnie Quinn.
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Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why clients are holding onto cash. Andrew Browne, Editorial Director for Bloomberg New Economy, on how former National Security Advisor John Bolton's book damages Trump's China stance. June Grasso, Legal Analyst and Host of Bloomberg Law, on the Supreme Court decision to stop the Trump Administration from canceling DACA. Hosted by Paul Sweeney and Vonnie Quinn.
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Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as well as Lilly's successful breast cancer drug trial. Carl Weinberg, Chief Economist at High Frequency Economics, on the depressed U.S. economy, and the Trump Administration's renewed tariff attack. Hosted by Paul Sweeney and Vonnie Quinn.
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Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before the Senate Banking Committee. Hosted by Paul Sweeney and Vonnie Quinn.
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Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by Paul Sweeney and Vonnie Quinn.
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Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets." Bjorn Van Roye, Senior Global Economist for Bloomberg Economics, on how 30% of job losses could stick. Hosted by Paul Sweeney and Vonnie Quinn.
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Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the markets are realizing the economic price to pay for poor management of the pandemic. Hosted by Vonnie Quinn and Paul Sweeney.
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Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at Bloomberg Intelligence, on insurers being pulled into the epicenter of the pandemic crisis. Hosted by Vonnie Quinn and Paul Sweeney.
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Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger after covid-19. Mark Klein, President and CEO of Sutter Rock Capital, on the venture capital landscape and rise in online education. Hosted by Vonnie Quinn and Paul Sweeney.
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Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchinsky, founder and Managing Partner at RA Capital Management, discusses investing in biotech for a vaccine. Hosted by Paul Sweeney and Vonnie Quinn.
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