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Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. John Chachas, Managing Partner at Methuselah Advisors, on the destruction of the newspaper industry by the digital economy. John Authers, Senior Editor for Bloomberg Markets and Bloomberg Opinion columnist, on what's driving U.S. equities. Hosted by Lisa Abramowicz and Paul Sweeney.
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Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Senate has condoned future election interference. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his global macro outlook and the theme of the year: reflation. Hosted by Lisa Abramowicz and Paul Sweeney.
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David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting oil markets. Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook, Brexit and the global economy. Karen Ubelhart, Senior Industrial Analyst for Bloomberg Intelligence, on Caterpillar earnings.
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Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund Services at Brown Brothers Harriman, on their annual global ETF survey. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on markets and the retail consumer. Will Rhind, CEO of GraniteShares, discusses gold and precious metals in favor as geopolitical risks heat up. Hosted by Lisa Abramowicz and Paul Sweeney.
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Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses the economy and what to expect from the Fed. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple and Big Tech media earnings. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the Fed, the yield curve, and currencies. Stephanie Flanders, Senior Executive Editor for Bloomberg Economics and former Advisor to US Treasury Secretary Lawrence Summers, on the global economy. Hosted by Lisa Abramowicz and Paul Sweeney.
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Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on Xi Jinping's response to the coronavirus. John Kilduff, Founder of Again Capital, on the big risk to oil markets from the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.
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Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containing the coronavirus. Rosabeth Moss Kanter, thought leader and Professor at Harvard Business School, discusses her new book, "Think Outside the Building: How Advanced Leaders Can Change the World One Smart Innovation at a Time." Richard Chambers, President and CEO of The Institute of Internal Auditors (The IIA) to discuss corporate governance concerns surrounding Boeing, the Business Roundtable, and others. Hosted by Lisa Abramowicz and Paul Sweeney.
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Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's tariff threats to the EU are impacting the wine market. Justin Sink, Bloomberg White House correspondent, on how the White House silence on the Bezos hack shows the risks of close ties to the Saudi Prince. Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, to discuss the firm's 2020 Outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
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John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of Masters of Business, discusses why BlackRock's ESG mission can't be executed. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Phil Brendel, Senior Credit Analyst for Bloomberg Intelligence, on PG&E reaching settlement with creditors but still facing block from Governor Newsom. Hosted by Lisa Abramowicz and Paul Sweeney.
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Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic risks of the new coronavirus in China. Doug Duncan, Chief Economist at Fannie Mae, on housing data and the housing market outlook for 2020. Wendy Schiller, Chair of Political Science at Brown University, on the Senate impeachment trial of President Trump. Hosted by with Lisa Abramowicz and Paul Sweeney.
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