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Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg Intelligence, on Turkish banks, new restrictions on shorting the lira, and which foreign banks have the most exposure.
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Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.
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Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the long-term ag commodities winner. Matthew Martin, Mideast Finance Reporter for Bloomberg, on Saudi’s sovereign wealth fund reported to be in talks to invest in a Tesla buyout.
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Guests:
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead.Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the impact of the Saudi-Canada feud.Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on Tribune terminating the Sinclair deal, and Rite Aid and Albertson’s calling off their tie-up.
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Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Management LLC, and Bloomberg Opinion columnist, on the job market and wages, sector picks, and current investment outlook. Joe Moreno, Partner at Cadwalader, on key regulatory issues that cryptocurrency exchanges and businesses should be wary of.
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David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, Senior Utility analyst for Bloomberg Intelligence, on how California wildfires are impacting utilities, and reports that PG&E may declare bankruptcy.
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Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of the nation’s largest IT services and staffing firms, on why tech wages are still under pressure and what the drivers of wage growth will be.
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Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen.
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Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove California's clout on emissions standards. Doug Cohen, Managing Director, Portfolio Management at Athena Capital Advisors, on what's moving markets.
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Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News and Bloomberg Opinion columnist, discusses his column, "Municipal Junk Soars as the Economy Roars."Dr. Adam Posen, President of the Peterson Institute of Economics, discusses how countries are bypassing the U.S. and constructing a “post-American" world economy, and how foreign investment into the U.S. has dropped off a cliff.
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