Bloomberg Intelligence

Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war. Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Wa...

Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlo...

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising money. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic adviser to President Clinton, on trade war with China, and who stands to win or los...

Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel. Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses hi...

Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth Graham, President of the Aetna Foundation and former deputy assistant secretary of HHS, to discuss their Healthiest Communities report, and their initiative to address the opioid crisis.  Ken Monaghan...

Guests:  Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis. David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy. Phil Orlando, Chief Equity Market Strategist at Federated, on mar...

Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations. David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity. Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court...

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equities. Jim Anderson, CEO of SocialFlow, discusses the issues surrounding data mining, privacy and the controversy over Facebook and Cambridge Analytica. Joel Levington, Senior Credit Analyst for Bloombe...

Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made its Cambridge Analytica data crisis worse, and how Congress is responding. Andrew Mayeda, global economy reporter for Bloomberg, on China pledging action on tech transfers, as Trump prepares to impos...

Mindy Grossman, CEO of Weight Watchers, discusses the shift from focusing on losing weight to overall health and wellness, and the launch of their Healthy Kitchen products. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Apple developing their own screens, Facebook in hot water after the Cambridge Analytica data breach, and Time Warner going...

Marian Harkin, European Union Parliament Member representing Ireland, discusses Brexit and the border between Northern Ireland and the Republic. Jennifer Bartashus, Senior U.S. Food Retail Analyst for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on Walmart: farming drones and e-commerce whistle blower. Chuck Lieberman, Bloomberg Prophet and Chief Investment Officer &amp...

Phil Brendel, senior credit analyst for Bloomberg Intelligence, and Matt Townsend, Global business reporter for Bloomberg, on Toys R Us liquidating stores, and iHeart filing for bankruptcy. Yalman Onaran, Senior Banking and Finance Writer for Bloomberg, on the U.S. Senate passing legislation to ease Dodd-Frank banking rules that were prompted by the global financial crisis. Patrick Chovanec, Chief...

John McClain, portfolio manager at Diamond Hill Investment Group, with color and outlook for credit markets and high-yield debt. Author Joshua Freeman,  professor at Queens College and the CUNY Graduate Center, discusses his new book, "Behemoth: A History of the Factory and the Making of the Modern World.”  Toby Harshaw, Bloomberg View national security editor, on Theresa May expelling 23 Russian...

Tony Balloon, the head of the China corporate consulting practice at Alston & Bird, and Bloomberg's DOJ reporter David McLaughlin, discuss Trump rejecting the Qualcomm/Broadcom merger, and potential implications for cross-border deals in the U.S. going forward. Willie Walker, CEO of Walker & Dunlop, discusses Freddie Mac's new pilot program, the housing and mortgage market, and company out...

Erik Schatzker, Editor-at-large for Bloomberg, on Goldman announcing David Solomon will be the sole president of the company, and Lloyd Blankfein saying reports of his exit are premature. MID MARKET REPORT:  Steven DeSanctis, Managing Director and small/mid-cap analyst for Jefferies, on current trends and opportunities in the small to mid-cap space. Ariel Cohen, Senior Fellow at the Atlantic Counc...

Jack Devine, former Acting Director of the CIA and President of security firm The Arkin Group, and Toby Harshaw, Bloomberg View editor, discuss President Trump upcoming meeting with North Korea's Kim Jong Un. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Toys R Us said to prepare for a shutdown of its US operations, and Claire's preparing to file bankruptcy. Tad Rivelle,...

Fahmi Quadir, Founder and CIO of Safkhet Capital LP, discusses starting her short-only hedge fund, and how she targets a stock. Priya Misra, Head of Global Rates at TD Securities, on the ECB rate decision, and the upcoming payroll report. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on trade and tariffs, and what populism really means. Lara Rhame, Chief...

Steven Pinker, Harvard psychologist and professor, discusses his new book, "Enlightenment Now: The Case for Reason, Science, Humanism and Progress."Paresh Upadhaya, Director of Currency Strategy at Amundi Pioneer, on how the dollar will perform going forward under a protectionist agenda, and his favorite FX trade for 2018.Beatrice Fihn, Executive Director of the International Campaign to Abolish N...

Toby Harshaw, Bloomberg View editor, on North Korea willing to give up its nuclear weapons if the safety of Kim Jong Un’s regime is guaranteed. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on currency manipulation, and why Jay Powell is walking a monetary tightrope blind. Ram Ahluwalia, CEO and co-founder of Peer IQ, on Amazon to offer checking account...

Caitlin Webber, US Trade Policy analyst for Bloomberg Intelligence, on impact of Trump's tariffs and outlook for a trade war. David Garrity, CEO of GVA Research, on social media giants shirking responsibility, the importance of quantum computer cybersecurity, and why trading algorithms need to be reprogrammed. Randall Rothenberg, CEO of the Interactive Advertising Bureau, discusses the rise of the...

Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at the Consumer Financial Protection Bureau is a step in the right direction. Brooke Sutherland, Bloomberg M&A and industrials columnist, on Broadcom's hostile bid for Qualcomm facing a new hurdle, as...

Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs. Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell’s testimony before the Senate Banking Committee.                                                 ...

Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability. Michael Gorenstein, CEO of Cronos Group (NSDQ: CRON), the first cannabis company to list publicly in the US, on their IPO and outlook for medical marijuana in the US and abroad. Leland Miller, CEO of China Beige Book Interna...

Market Drivers with Bloomberg stocks editor David Wilson, and Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell's testimony before the House Financial Services Committee. See omnystudio.com/listener for privacy information.

Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week.  See omnystudio.com/listener for privacy information.