Bloomberg Intelligence

Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. John Chachas, Managing Partner at Methuselah Advisors, on the destruction of the newspaper industry by the digital economy. John Authers, Senior Editor for Bloomberg Markets and Bloomb...

Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Se...

David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting oil markets. Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook, Brexit and the global economy. Karen Ubelhart, Senior Industria...

Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund Services at Brown Brothers Harriman, on their annual global ETF survey. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on markets and the retail consumer. Will Rhind, CEO of GraniteShares, discusses gold...

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses the economy and what to expect from the Fed. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple and Big Tech media earnings. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for C...

Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion colum...

Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containing the coronavirus. Rosabeth Moss Kanter, thought leader and Professor at Harvard Business School, discusses her new book, "Think Outside the Building: How Advanced Leaders Can Change the World One Sma...

Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's tariff threats to the EU are impacting the wine market. Justin Sink, Bloomberg White House correspondent, on how the White House silence on the Bezos hack shows the risks of close ties to the Saudi Prin...

John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of Masters of Business, discusses why BlackRock's ESG mission can't be executed. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Phil Brendel...

Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic risks of the new coronavirus in China. Doug Duncan, Chief Economist at Fannie Mae, on housing data and the housing market outlook for 2020. Wendy Schiller, Chair of Political Science at Brown University,...

Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCarter & English, LLP, on what to expect from the Senate impeachment trial of President Trump. John Authers, Senior Markets Editor for Bloomberg, on the risks of private equity. Ira Jersey, Chief US...

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leaders are forecasting for 2020. Michael Tiedemann, CEO of Tiedemann Advisors, on how they’re advising clients allocate their portfolios in 2020. Ted Smith, Co-Founder and President of Union Square Advisor...

Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this forecasts for 2020. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the revelations from indicted Giuliani associate Lev Parnas, and the GAO ruling that the...

Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co-Founder of Teucrium Trading, LLC, discusses their Phase 1 Chinese Trade Agricultural import estimates. Jen Bartashus, Senior U.S. Retail, Staples & Restaurants Analyst for Bloomberg Intelligence,...

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset management, discusses his column,"BlackRock's Climate Activism Has a Passive Problem." Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the U.S. Treasury removing the currency manipulator label from China. Jes...

Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why the Phase 1 China trade deal is bad for retailers. Kristina Hooper, Chief Market Strategist at Invesco, on how the accommodative central banking environment will boost 2020 investing. Don Stei...

John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO survey, and why wages remain stagnant. Alex Webb, Bloomberg Opinion technology columnist, on his column, "The Great Food-Delivery Fight Arrives in the U.S." Patrik Jonsson, President of Lilly Bio-Medicines, on acquiring Dermira for $1.1 billion, t...

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the Iran situation. Sandy Cockrell, Global CFO Program Leader at Deloitte, on their quarterly CFO Signals survey, a temperature check of Fortune 500 CFOs. Joe Nocera, Bloomberg Opinion columnist, will discuss his column: "Carlos Ghosn Strikes Back, and Nissan Should Beware." Po...

Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolitical risks. Justin Fox, Bloomberg Opinion columnist, discusses his column: "Lots of American Teens Are Still Shunning Cars." Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the Uni...

Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, and David Wainer, Bloomberg International government reporter, react to Secretary of State Mike Pompeo's press conference and the escalation wi...

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why he's bullish on U.S. small caps and large cap value stocks. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck G...

Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the U.S. airstrike in Iran that killed one of Iran’s most powerful generals. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence and former adviser to the Dallas Fed, discusses her...

Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1% as well. Nick Colas, Co-Founder of DataTrek Research, breaks down the market narratives from 2018 and 2019 and what the narrative will be for 2020. Ronan Crosson, Head of Data Analytics at Eagle...

Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, breaks down the December Consumer Confidence Index. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, shares his year-end outlook on gold and...

Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape, Apple's foray, and the current outlook. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what 2020 ho...