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Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management, on finding value in global markets, and why he’s overweight the U.K. Max Nisen, Bloomberg Opinion health care columnist, on why Trump's plan to import cheap Canadian drugs can't happen without Big Pharma. Michelle Seitz, Chairman and Chief Executive Officer of Russell Investments, on industry trends in asset management and the survival of the fittest. Hosted by Lisa Abramowicz and Paul Sweeney.
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Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election loss. Leland Miller, CEO of China Beige Book International, on China's long-term economic problem. Chris Dolmetsch, Bloomberg legal reporter, on identifying what’s in Jeff Epstein's estate and who can claim his assets. Dr. Ellen Wald, President of Transversal Consulting and A Bloomberg Opinion contributor, on Saudi Aramco's investor call. Hosted by Lisa Abramowicz and Paul Sweeney.
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Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets. Therese Raphael, European economics and politics editor for Bloomberg Opinion, on Boris Johnson and Brexit, the contracting UK economy, and uncertainty in Italy. Scott Kimball, portfolio manager of the BMO TCH Core Plus Bond Fund (MCBIX), on the Fed's "mistake," and current investment strategy. Wendi Whitmore, Global Partner & Director, IBM X-Force Threat Intelligence, on cyber threats and breaches. Hosted by Lisa Abramowicz and Paul Sweeney.
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Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market and the jump in refinancings. Craig Giammona, consumer reporter for Bloomberg, on Kraft-Heinz plummeting. Dan Wasiolek, Senior Equity Analyst at Morningstar, discusses how the U.S. tourism industry is being impacted, after several countries- including Japan- have issued travel warnings. Hosted by Lisa Abramowicz and Paul Sweeney.
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Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and markets converging the global economy. Tom Orlik, Chief Economist for Bloomberg Economics, on Asia Pacific banks delivering surprise interest-rate decisions, and what this could mean for the Fed. Satish Jindel, President of SJ Consulting, and Thomas Black, transportation reporter for Bloomberg, on Fedex reducing its independence on Amazon. Hosted by Lisa Abramowicz and Paul Sweeney.
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Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where to invest in EM, as the trade war slams markets. Paul Gait, Senior Research Analyst, European Metals & Mining, on how macro factors are causing the metals rout. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on why only trade certainty can help the 10-yr Treasury yield revisit 2%. Hosted by Lisa Abramowicz and Paul Sweeney.
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Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank Wilkinson, Bloomberg Opinion editor, and Anna Edgerton, Bloomberg Congressional reporter, on the Trump Administration and Congressional reaction to the mass shootings. Hosted by Lisa Abramowicz and Paul Sweeney.
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Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil markets plunging on new China tariffs. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the Fed, yield curve, and the economy. Becky Frankiewicz, president of ManpowerGroup North America, discusses the "pitch perfect" jobs report and hiring landscape. Hosted by Lisa Abramowicz and Paul Sweeney.
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Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New Energy Finance, on the solar market and whether U.S. solar is now in an upswing. Hosted by Lisa Abramowicz and Paul Sweeney.
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Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on Apple and upcoming media earnings. Craig Trudell, U.S. Autos Team Leader for Bloomberg, on auto earnings and Musk testing the SEC with a new tweet on production. Stacey Hunter-Harrington, the owner of QUO Active, on the athletic underwear market. Hosted by Lisa Abramowicz and Paul Sweeney.
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