Bloomberg Intelligence

Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comments about the CIA. Then, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, gives his market outlook for 2017. Finally, Karen Mills, a senior fellow at Harvard Business School, discusses what smal...

Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Abramowicz why the Viacom/CBS deal fell through and why Les Moonves may have played a role. Also, Patrick Chovanec, Silvercrest Asset Management's chief strategist, discusses the significance of the One...

Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Jim Murren, chairman and CEO of MGM Resorts, about MGM's new gaming resort in Washington and why public perception of gaming is at an all-time high. Also, Bloomberg's Catherine Traywick discusses Donald...

Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenheimer's chief investment strategist, says he's still bullish on U.S. equities and the Asia region. Also, Bloomberg's Max Chafkin tells Pimm and Lisa why Google has never had to worry about financial di...

Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz talk to Max Nisen, a Bloomberg Gadfly columnist, about pharma and biotech stocks sinking after Donald Trump's tweet to "bring down drug prices." Also, Brandon Barnes, senior litigation analyst for Bl...

John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct professor at Columbia University's School of International and Public Affairs, about the impact of civil unrest on markets. Also, Arthur Kroeber, a fellow of the Brookings-Tsinghua Center for Public P...

Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lananh Nguyen, a Bloomberg FX reporter, says Wall Street analysts are writing "bold and funny" notes to engage more readers. Also, Marcus Ashworth, a Bloomberg Gadfly columnist covering European markets, d...

Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector is overbought. Also, Algebris Investments' Alberto Gallo talks about the ECB and whether it will be tapering its bond purchasing program. Finally, Shelly Banjo, a columnist for Bloomberg Gadfly, gives...

Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 jobs in Indiana. Then, Eric Marshall, president of Hodges Capital Management, tells hosts Pimm Fox and Lisa Abramowicz what to look for in small-cap stocks. Also, Greg Stento, managing director of Harbou...

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Max Abelson and Justin Sink about Donald Trump's latest cabinet appointments and how Steven Mnuchin's elite background makes him a surprising pick for Treasury Secretary. Then, Joe Light, a Bloomberg government reporter, discusses how Fannie Mae and Freddie Mac shares have soared following Mnuchin's comments on privatizing the two. Also, Jason Schen...

Pimm Fox and Lisa Abramowicz talk to Lynn Franco, the director of economic indicators at the Conference Board, about the latest reading of consumer confidence, which reached the highest level since July 2007. Then, Bloomberg News reporter Annmarie Hordern and Rich Pantillo, a senior advisory services analyst at Nasdaq Corporate Solutions, discuss the talks between OPEC producers about freezing or...

David Garrity, the CEO of GVA Research, says we could see more advertisers pushing back against fake news on the Internet. Then, Pimm Fox and Lisa Abramowicz talk to Bloomberg Intelligence's Jonathan Tyce about the risks to Italian banks ahead of the Italian referendum. Also, Kun Gao, the co-founder and general manager of Crunchyroll, a streaming service for anime, discusses trends in the anime in...

Lisa Abramowicz and Carol Massar, filling in for Pimm Fox, talk to Bloomberg's Stephanie Baker about how Zara's social media presence sets the company apart from the rest of the fashion world. Then, Kroll Bond Rating Agency's Chris Whalen says it takes a long time to get the benefits of higher interest rates. Finally, Greg Viscusi, a Bloomberg News reporter in Paris, discusses the upcoming French...

Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kudla, CEO of Mainstay Capital Management, discusses markets and investing in the new Donald Trump landscape. Also, Ben Brody, a politics reporter for Bloomberg, recaps Trump's meeting with the New York...

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Susan DeVore, CEO of Premier Inc., about the future of Obamacare under Donald Trump. Then, Mike Underhill, a money manager at RidgeWorth Capital Innovations, discusses the landscape for commodities. Also, Max Abelson, a Bloomberg finance reporter, talks about why the bankers who Trump ridiculed on the campaign trail are now embracing...

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Richard Conn, a managing partner at Eurasia Advisors, about the global implications of a possible closer relationship between Russia and the U.S. under Donald Trump. Then, they discuss mobile banking with Richard Thies, a portfolio manager for Driehaus Capital Management. Also, Jim Rickards, author of "The Road to Ruin," says corpora...

Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks about Janet Yellen's testimony and gives an outlook for the long bond. Also, Craig Torres, an economy and Federal Reserve reporter for Bloomberg, discusses Paul Romer taking a job as the World Bank's...

Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters. See omnystudio.com/listener for privacy information.

Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to tear up NAFTA and TPP. Then, Pimm Fox and Lisa Abramowicz talk to Javier Blas, the chief energy correspondent for Bloomberg, about oil outlook and OPEC dynamics. Also, Lowell Yura, the head of multi-...

Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, Shira Ovide, a Bloomberg Gadfly columnist, discusses why Apple is losing its crown as a technology trendsetter. Also, Kartikay Mehrotra, a legal reporter for Bloomberg, talks about the news that Dodge...

Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with Eaton Vance's Eric Stein. Also, Alex Sherman, an M&A reporter for Bloomberg, tells Pimm and Lisa how a Trump presidency could affect deals between China and the U.S. Finally, Eric Ervin, CEO of R...

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a government analyst for Bloomberg Intelligence, discusses Trump's plan to dismantle Dodd-Frank. Also, Burt Flickinger, the managing director of Strategic Resource Group, tells Pimm and Lisa why 2017 will be th...

Pimm Fox and Lisa Abramowicz talk to Peter Coy, economics editor of Bloomberg Businessweek, about his article, "Trump's Big Challenge: Getting Things Done Without Money." Then, Rick Byrd, CEO and executive chairman of PureAgro, gives an outlook for marijuana legalization and the cannabis industry as an anti-drug GOP controlled government takes power. Finally, Poonam Goyal, senior U.S. retail analy...

Pimm Fox and Lisa Abramowicz discuss Donald Trump's surprise victory with Bloomberg News' politics and national government reporter, Mark Niquette. Then, Hilltop Securities' Mark Grant, who correctly predicted a Trump victory yesterday, gives his outlook for bonds. Finally, Bloomberg Intelligence's Carl Riccadonna and Miller Tabak's Matt Maley give a post-election macro look at the equity markets,...

Mark Niquette, a politics and national government reporter for Bloomberg News, and Bloomberg’s Brendan Greeley, provide U.S. election coverage and perspectives from around the globe. Then, Mark Grant, chief fixed income strategist at Hilltop Securities, predicts that Donald Trump will win the election -- and why that will be positive for stock markets. Also, Pimm and Lisa talk to Jay Rollins, co-f...