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Latest Episodes:

Inflation Expectations Are Too Low, Kroszner says Jul 18, 2018

Show notes

Priya Misra, TD Securities Head of Global Interest Rates Strategy, says that the Fed is entering a "neutral zone." Rep. Tom Reed (R-NY), House Ways and Means Trade Subcommittee member, thinks the long-term economic growth trajectory will not be impacted by the short-term anxiety from the trade war. Randall Kroszner, University of Chicago Professor & Former Fed Governor, says we ought to be open to the possibility that the yield curve flattening does not mean recession. Terry Haines, Evercore ISI Senior Political Strategist, predicts Republicans will pick up some seats in the Senate and lose a few in the House in the midterm elections.

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Time for Kelly to Wrap It Up, Adm. Stavridis Says Jul 17, 2018

Show notes

Admiral Stavridis, The Fletcher School at Tufts University Dean, says President Trump threw U.S. intelligence under the bus in Helsinki. Ian Whittaker, Liberum Media Analyst, notes that Netflix's disappointing results only represent one quarter. Matt Winkler, Bloomberg Editor-in-Chief Emeritus, says despite escalating tariff threats, EM funds with exposure to China are doing just fine. Stephanie Baker, Bloomberg News Senior Writer, provides an update on Special Counsel Robert Mueller's investigation.

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What Russia Does is Bluff, Says Friedman Jul 17, 2018

Show notes

Robert Hormats, Kissinger Associates Vice-Chairman, sees the Helsinki Summit as an opportunity for President Trump to take "a leadership role" in global issues. Charly Salonius-Pasternak, Senior Research Fellow of the Global Security Research Program at the Finnish Institute for International Affairs, highlights that U.S. global military and trade power is dependent on its alliance networks. George Friedman, GeoPolitical Futures Chairman, says that a great deal of what Russia does is a "bluff." Chris Granville, TS Lombard Managing Director of EMEA & Global Political Research, talks about the importance of smaller countries such as Finland in Brexit negotiations with the European Union.

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Special: President Trump in Europe Jul 13, 2018

Show notes

Anthony Gardner, Former U.S. Ambassador to the EU, says it is unprecedented that a U.S. president interferes in U.K. Politics. Alex Wayne, Bloomberg News White House Editor, talks about how President Trump's relationship with the media has changed over the past year. Peter Westmacott, Former U.K. Ambassador to the U.S., says that the Trump-May meeting shows President Trump's preference for bilateral agreements instead of multilateral organizations. Kevin Cirilli, Bloomberg News Chief White House Correspondent, discusses how the relationship between the U.S. and U.K. has evolved in the Trump era.

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China Will Eventually Give In, Levy Says Jul 12, 2018

Show notes

Tina Fordham, Citi Chief Global Political Analyst, says President Trump wants to change the international order. Mickey Levy, Berenberg Chief Economist U.S. & Asia, observes that countries are dependent on each other for trade and that they will ultimately be willing to negotiate. Jacob Parakilas, Chatham House U.S. & the Americas Programme Deputy Head, discusses NATO. Victoria Hewson, Institute of Economic Affairs Senior Counsel, talks about Britain's negotiating position with the EU.

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EU Leaders Used to Fire & Fury, Niblett Says Jul 11, 2018

Show notes

Steve Wieting, Citigroup Private Bank Global Chief Investment Strategist, observes how trade tariffs will impact equity markets. Robin Niblett, Chatham House Director, says he will have his eyes on President Trump's breakfast with NATO Secretary General Stoltenberg. Brian Wieser, Pivotal Research Group Senior Analyst, discusses the role that advertising plays at various companies. Kate Warne, Edward Jones Investment Strategist, says businesses are growing by taking advantage of trending cloud computing.

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Brett Kavanaugh Is A Great Man, Starr Says Jul 10, 2018

Show notes

Jeffrey Sachs, Columbia University School of International and Public Affairs Professor & Special Advisor to the UN Secretary-General Ban Ki-Moon, says that Brexiteers sold a utopian view and now they cannot deliver. Ken Starr, Former Special Counsel, shares his views on new SCOTUS Justice Brett Kavanaugh. Daniel Kawczynski, Conservative Member of U.K. Parliament for Shrewsbury and Atcham, says that no country has ever successfully negotiated pulling out of the EU. Charles Kupchan, Council on Foreign Relations Senior Fellow, argues that Putin wants a weaker West.

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Trade Talks Should Be Ongoing, Zentner Says Jul 09, 2018

Show notes

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says she can't remember a time when politics mattered so much for the global economy. Brian Klaas, LSE Professor & Author "The Despot's Apprentice," discusses whether or not President Trump will make serious concessions with Russian President Putin this week. Matt Winkler, Bloomberg Editor-In-Chief Emeritus, says to think of Amazon as a value stock. Greg Stohr, Supreme Court Reporter, looks ahead to President Trump's SCOTUS Justice pick (planned for 9 p.m. ET).

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Conservative Court Would Strike Down Progressive Legislation Jul 09, 2018

Show notes

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on Justice Kennedy's legacy and what to expect from a newly shaped Supreme Court. Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on how businesses are reacting to trade war threats.Felix Gillette, writer for Bloomberg Businessweek, on Nintendo's quest to stay alive. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, on how drug pricing and the pharmacy landscape will be impacted by Amazon buying PillPack.

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Labor Market Is Strong, Kevin Hassett Says Jul 06, 2018

Show notes

Conrad DeQuadros, RDQ Economics Senior Economist & Founding Partner, has his eye on supply chains amid heightened trade tensions. Alan Krueger, Princeton University Professor of Economics, says the state of the labor market is far from perfect. Betsey Stevenson, University of Michigan Professor and Former U.S. Department of Labor Chief Economist, says workers are finding "side hustles" in order to sustain themselves. Kevin Hassett, Council of Economic Advisers Chair, says the labor market is strong.

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