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Latest Episodes:

Surveillance: Feldstein Foresees Capital Inflows if Tax Bill Passes Dec 06, 2017

Show notes

Martin Feldstein, Harvard University George F. Baker Professor of Economics, says now is the time for tax reform because the politics are right. Henry Olsen, EPPC Senior Fellow, says President Trump needs to recover his populist mojo. Matt Hornbach, Morgan Stanley Global Head of Interest Rates Strategy, says it's time for the next bond market phase. Michael Chui, McKinsey & Co. Senior Fellow, says there is enough work for people to do, even with the increased use of robots.

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Surveillance: Disney is Looking to Fox for Growth , Wieser Says Dec 05, 2017

Show notes

Brian Wieser, Pivotal Research Group Senior Research Analyst, says Europe won't continue to let tech companies not pay taxes. Christopher Verrone, Strategas Research Partners Head of Technical Analysis, says small caps are in a position to reassume leadership. Megan Greene, Manulife Asset Management Chief Economist, says there is very little in the tax bill that will boost productivity. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says it's a great environment for banks right now

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Surveillance: Book of the Year, Galloway's "The Four" Dec 04, 2017

Show notes

Scott Galloway, NYU Stern Professor and author of "The Four," told Jon Ferro and Tom Keene that we're about to see Margrethe Vestager go gangster on big tech regulation. Rich Greenfield, BTIG analyst, says it's not clear how Amazon, Apple, Facebook and Google will weaken given their size right now. Paul Sweeney, Bloomberg Intelligence Director of North American Research, says his team is beginning to analyze blockchain in the marketplace, from consumer to financial services.

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Surveillance Special: The Bitcoin Debate Dec 01, 2017

Show notes

Highlights from the roller coaster week for Bitcoin as it hit record highs and gets the green light from regulators to allow trading on the CME and Cboe. Guests include:Steen Jakobson, Saxo Bank Chief Economist, Joseph Stiglitz, Columbia University Professor, Christopher Ailman, CalSTRS Chief Investment Officer, Anne Richards, M&G Investments Chief Executive, Robin Niblett, Chatham House DirectorJim McCaughan,Principal Global Investors CEO and Elaine Ou, Bloomberg View Columnist.

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Blockchain is the Game Changer, Dr. Alankar Says Nov 30, 2017

Show notes

Geoff Dennis, UBS Investment Bank Head of EM Strategy, says they have told their investors to be careful being long on technology. Stephen Schork, Schork Report President, says the Black Swan for the 2018 oil market is Saudi Arabia driving Qatar into the arms of Iran. Ashwin Alankar, Janus Henderson Global Head of Asset Allocation and Risk Management, thinks a lot of people are misinterpreting bitcoin as the blockchain. Ben Emons, Intellectus Partners Chief Economist, says Marvin Goodfriend's nomination could lead to a big shift in the Fed's agenda next year.

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We Have to Restructure Globalization, Stiglitz Says Nov 29, 2017

Show notes

Joseph Stiglitz, Columbia University Professor, says the tax 'trigger' in the proposed tax bill is the worst kind of economic policy that you can imagine. Yanis Varoufakis, Former Finance Minister of Greece, says the architecture of the European economy can't sustain the shockwaves of this post globalization era. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, says its very surprising that the oil markets have not moved higher given the strength of the fundamentals and geopolitical risks. James Stavridis, Tufts Fletcher School Dean, says the chances of war in the Korean Peninsula have gone up.

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Coming Soon: Trillions, a New Podcast Nov 28, 2017

Show notes

Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This podcast will demystify them—and delight you in the process.

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Trade is Complex These Days, No Longer Just Guns for Butter, Says OECD's Mann Nov 28, 2017

Show notes

Richard Clarida, PIMCO Global Strategic Advisor, says Jerome Powell is an excellent appointment for Fed Chair. Catherine Mann, OECD Chief Economist, says it's not clear how much corporate tax reform is in the GOP package but we haven't seen the full details yet. Diane Swonk, Diane Swonk & Associates CEO and Founder, says the payback from infrastructure spending has been lost on lawmakers over time.

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We Still Need Brick & Mortar Says Former Hudson's Bay CEO Nov 27, 2017

Show notes

Julia Coronado, Macropolicy Perspectives President & Founder, says a 3% productivity growth is unrealistic under any economic investment boom. Guy Chiarello, First Data President, says people are getting comfortable with online and mobile retail. Jerry Storch, Storch Advisors CEO and Former CEO of Hudson's Bay, says the future is bright for retailers who make rapid changes.

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The Most New Yorker New Yorker Tom Knows Nov 24, 2017

Show notes

Howard Davidowitz, Davidowitz & Associates, says he has a lot of doubts about Walmart being able to pull off the Amazon model. Grover Norquist, Americans for Tax Reform, says the Senate tax bill is likely to pass at the end of next week. Lin Noueihed, Bloomberg North Africa Bureau Chief, says the Egypt Sinai mosque attack is a particularly large scale attack.

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