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Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.
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Simon Nynens, CEO and chairman of Wayside Technology Group, talks about creating a work environment to recruit and retain employees. Withum's Dave Springsteen and Tony Nitti discuss the tax reform bill, corporate tax rates and incentives, and repatriation. Finally, Ward McCarthy, chief financial economist at Jefferies & Co., talks about job numbers, the economy and the Fed.
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Leland Miller, CEO of China Beige Book International, tells Pimm Fox and Lisa Abramowicz why optimism about China's economy is based on misconceptions. Scott Galloway, a professor of markets at NYU's Stern School of Business, talks about how the traditional rules of business don't apply to the Big Four: Apple, Amazon, Facebook and Google. Barry Ritholtz, the founder of Ritholz Wealth Management and a Bloomberg View columnist, discusses evidence-based investing. Finally, Bloomberg's Laura Davison, talks about the GOP's rollout of their new tax cut proposal.
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Richard Conn, a managing partner at Eurasia Advisors, talks about the links between Russia, Ukraine and Manafort, and how the conspiracy investigation is a watershed event in U.S. history. Steve Peacher, president of Sun Life Investment Management, the investment arm of global insurance company Sun Life Financial, discusses credit valuations and the current investment outlook. Michael Scanlon, a portfolio manager at Manulife Asset Management, previews Apple and Facebook earnings. Finally, Jamie Butters, an auto reporter at Bloomberg, talks about the mixed bag of October auto sales.
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Bloomberg's Garrit De Vynck talks about Facebook, Twitter and Google's appearances before Congress to answer questions on how Russians meddled on social media. Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and a Bloomberg View columnist, discusses his column, "Manafort Indictment Begins a Complicated Story." Robert Maroni, president of Lombardy, discusses the Lombardy referendum seeking more autonomy for northern Italy. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about the outlook for central banks, the Fed Chair announcement and payrolls Friday.
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Whit Fosburgh, president and CEO of the Theodore Roosevelt Conservation Partnership, talks about the moves by Ryan Zinke's Department of the Interior to open up national lands and monuments for commercial development. Sarah Frier, a technology reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz why Facebook is stumbling with its strategy to stamp out fake news. Antonio Barroso, senior Eurozone analyst at Teneo Intelligence, discusses the political implications of the Catalan clash in Spain. Finally, Mike Holland, chairman and CEO of Mike Holland & Co., talks about markets and investing and gives a preview of Apple earnings.
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Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.
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Stephen Rannekleiv, global beverages strategist at Rabobank International, talks about the implications of the dramatic decline in global wine production this year and how California is faring following the wildfires. Jitendra Waral, global internet and consumer electronics analyst at Bloomberg Intelligence discusses Twitter, Alphabet and Amazon earnings. Maxime Sbaihi, a Euro-area economist at Bloomberg Intelligence, talks about the ECB's plan to taper QE. Finally, Scott Keogh, president of Audi's U.S. operations, tells Pimm Fox and Lisa Abramowicz about his company's new lines, electric car segment and luxury branding.
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Liam Denning, an energy, mining and commodities columnist at Bloomberg Gadfly, talks about Energy Secretary Rick Perry's plan to subsidize coal and nuclear plants. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how reinsurers face a long recovery. Scott Dorf, a Bloomberg Prophet and managing director at Amherst Pierpont Securities, discusses the bond market and his latest column, "Buy the Dip Is a Losing Strategy in the Bond Market." Finally, Alex Webb, a technology reporter at Bloomberg, gives an inside look at Apple's struggle to get the iPhone X to market on time.
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Former CEO of NPR and lifelong Democrat Ken Stern discusses his new book, "Republican Like Me: How I Left the Liberal Bubble and Learned to Love the Right." John Fraher, Bloomberg's senior executive editor for business, finance and energy, tells Pimm Fox and Lisa Abramowicz how a charter revision will allow President Xi Jinping to rule China and shape policy for decades more. Michael Halen, senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's and Chipotle earnings. Finally, Vertical Research's Mike Dudas discusses the gold outlook and previews earnings for metal and mining stocks.
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