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2% Inflation is a Ceiling Not a Target, Kashkari Says Mar 20, 2017

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Jeffrey Sachs, Columbia University Professor of International and Public Affairs, said President Trump has turned the world against the U.S. Phil Verleger, PKVerleger President, said technology will lead to an overwhelming drop in oil costs. Jack Bogle, Vanguard Founder, said active investing has moved to the ETF space. Neel Kashkari, Minneapolis Fed President, said he's not worried about the Fed falling behind the curve.

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Elmendorf: Mistake for Trump Not to Fill Positions Quickly Mar 17, 2017

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Gabriela Santos, JPMorgan Asset Management Global Market Strategist, said equities will escape the sideways market. Doug Elmendorf, Former CBO Director, said it's time to scale back entitlement programs. Nicholas Burns, Harvard Professor, said budget cuts would decimate the State Department. Stan Collender, MSLGROUP Executive Vice President, said President Trump's budget is masquerading as a government document. Steven Rattner, Willett Advisors Chairman, said it's hard to see the long-term growth rate above 2%. Andrew Gurman, American Medical Association President, said that the science on vaccines is totally clear.

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Trump's Budget Is Borderline Incompetent, Furman Says Mar 16, 2017

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Jason Furman, a senior fellow at the Peterson Institute, discusses Donald Trump's budget proposal. Peter Hooper, chief economist at Deutsche Bank Securities, says the Bank of England is on the sidelines for Brexit. Sebastian Mallaby, a senior fellow at the Council on Foreign Relations, says the Fed should be more paranoid about asset prices overshooting. Richard Haass, the president of the Council on Foreign Relations, says Rex Tillerson is having a rough start to the year. Willem Buiter, Citigroup's chief economist, says the Dutch election outcome is a personal punch to Geert Wilders. Finally, Tom Nichols discusses his book, "The Death of Expertise: The Campaign Against Established Knowledge and Why It Matters."

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Trump Fuels Higher Real Yields, Ruskin Says Mar 15, 2017

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Alan Ruskin, global co-head of head of currency research at Deutsche Bank Securities, warns that U.S. investors risk losing their "animal spirits." Joe Antos, a health economist at the American Enterprise Institute who is critical of the Affordable Care Act, says Republicans should take time to refine their health-care plan. Doug Kass, president of Seabreeze Partners, says the unexpected often moves markets. Finally, Jim Palmer, former Hall of Fame pitcher for the Baltimore Orioles, discusses the business of baseball.

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Health Care Cost Is the Biggest Concern, Slavitt Says Mar 14, 2017

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Andy Slavitt, the former administrator of the Centers for Medicare and Medicaid, says politicians must make progress on the health-care bill, without pride of authorship. Prior to that, Neil Dutta, Renaissance Macro's head of U.S. economics, says animal spirits are returning to America, but not in Europe. Bob Haber, Proficio Capital Partners' founder, says he's sitting on the sidelines for private equity. Finally, Michael Froman, a former U.S. Trade representative, says several TPP countries want to move ahead on the deal without the U.S.

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Trump Must Offset Higher Spending, MacGuineas Says Mar 13, 2017

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Maya MacGuineas, the president of the Committee for a Responsible Federal Budget, says there's room for debate on where to spend federal dollars. Prior to that, Carl Weinberg, the chief economist at High Frequency Economics, says he's skeptical that GDP growth will be as high as the Trump administration has promised. Doug Holtz-Eakin, the president of the American Action Forum, discusses the Congressional Budget Office's review of the proposed American Health Care Act. Finally, Greg Valliere, the chief global strategist at Horizon Investments, says Medicaid cuts are a non-starter.

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Current Job Growth Unlikely to Continue, Gross Says Mar 10, 2017

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Janus Capital's Bill Gross says it's a stretch to think that job growth will continue. Prior to that, Michael Cannon, the Cato Institute's director of health policy studies, says the country needs a full repeal of the Affordable Care Act. Willem Buiter, Citigroup's chief economist, says there's a risk of the rise of fascism in Europe. Finally, Alan Krueger, an economics professor at Princeton University, says the U.S. corporate tax system is awful.

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Trump Has Woken Up Animal Spirits, Dimon Says Mar 09, 2017

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JPMorgan CEO Jamie Dimon says consumer and small-business confidence have skyrocketed under Trump's growth agenda. Prior to that, former ECB President Jean-Claude Trichet says that productivity in the U.S and E.U. isn't rising fast enough. Nathan Sheets, the U.S. Treasury Department's former undersecretary for international affairs, says a key question is how committed America is to a free trading order across the globe. Finally, Steve Wieting, Citi Private Bank's global chief strategist, says he trusts polls less and relies more on politics in investing.

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Wilbur Ross Says He Hasn't Taken a Position on Border Tax Mar 08, 2017

Show notes

U.S. Commerce Secretary Wilbur Ross says he's still studying a border adjustment tax and hasn't yet taken a position on it. Prior to that, Kate Moore, BlackRock's chief equity strategist, says low volatility doesn't indicate complacency -- instead, it suggests paralysis and confusion. Finally, Lindsey Piegza, Stifel Nicolaus' chief economist, says it's clear underemployment is significant when looking at wages.

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House of Lords Shouldn't Set Brexit Conditions Now, King Says Mar 07, 2017

Show notes

Mervyn King, former governor of the Bank of England, discusses the role that the House of Lords plays in the Brexit process. Catherine Mann, the OECD's chief economist, says a U.S. border tax won't achieve its aims. Finally, Howard Dean, a former Democratic presidential candidate, says Trump's health-care proposal is "pretty bad."

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