Bloomberg Intelligence

Marty Schenker, Chief Content Officer for Bloomberg, on how markets are reacting to the Trump Administration's coronavirus response. Bill Smead, CEO and CIO of Smead Capital Management, on why investors need to take the long view on equities. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on why retail investors are more resilient today. Ariel Cohen, Senior Fellow at the Atlantic C...

John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and medical supply issues surrounding the coronavirus. Ferdinando Giugliano, Bloomberg Opinion editor, discusses his column, "Italy's Lockdown Tests Democracy's Limits." David Katz, President and CIO of Matrix Asset Advisors, on why these stocks wi...

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and Kristina Hooper, Invesco Chief Global Market Strategist in studio talk about the plunge in stock and oil prices. See omnystudio.com/listener for privacy information.

Mike Collins, Managing Director and Senior Portfolio Manager at PGIM Fixed Income, and Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Intelligence, discuss jobs, the economy, and bond markets. Julian Lee, Bloomberg oil strategist in London, discusses the OPEC meeting. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses jobs d...

Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors should be buying the dips. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on why the Fed made the wrong move. Brendan Case, Industrial, Aerospace and Chemicals Team Leader for Bloomberg, discusses the ai...

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the Fed, economy and emerging markets. Shelly Banjo, Asia tech reporter for Bloomberg, on life in Hong Kong during the coronavirus. Rick Davis, Partner at Stonecourt Capital and Bloomberg politics contributor, on Super Tuesday results. Hosted b...

Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, reacts to the Fed rate cut. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion contributor, discusses why the Fed rate cut is better late than never. Hosted by Lisa Abramowicz, J...

Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new gamble, and the continued struggle for manufacturers. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on bond markets, the Fed, and current investment outlook. Wendy Schiller, Cha...

Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents (NASDAQ: CTSO), discusses the medical issues surrounding the coronavirus threat, and their technology that can treat compromised immune systems. Michael Tiedemann, CEO of Tiedemann Advisors, on how they’re advising clients in the sell-off. Bri...

Christine Todd, Senior Managing Director & Head of U.S. Fixed Income at Amundi Pioneer, discusses how she's playing the sell-off. Ben Holland, Political economy editor for Bloomberg, on how the bond market is saying Bernie Sanders' numbers don’t need to add up. Austin Carr, Bloomberg technology reporter, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence...

Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, on longtime Disney CEO Bob Iger handing the reins to Bob Chapek. Luke Kawa, Bloomberg cross-asset reporter, on how Reddit's "greedy, profane" traders are shaking up the stock market. Brad Sets...

Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether he's buying the dip. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses the vul...

Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Bernie Sanders' decisive Vegas win and the possibility of a brokered convention. Ferdinando Giugliano, Bloomberg Opinion Editor in Milan, on the coronavirus outbreak in Italy. Brendan Ahern, Chie...

Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors, on why the decline in bond yields could be good for stocks. Tara Lachapelle, Bloomberg Opinion columnist, discusses what investors will be looking for in Berkshire Hathaway's annual letter. Tom Orlik,...

Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's political ad policy. Laura Davison, Bloomberg congressional tax reporter, compares the different corporate tax proposals of the leading Dem candidates. Dave Ellison, portfolio manager of the Hennessy Small Cap and Large Cap Financial Funds, discus...

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the coronavirus. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart stumbling on softer than expected holiday sales and lowered forecast. Annie Massa, Bloomberg investing reporter, on Franklin Templeton buying Legg Mason...

Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, discusses how U.S. states will try to kill harmful mergers if regulators don't. Anurag Rana, Senior Software & IT Analyst for Bloomberg Intelligence, on why the JEDI contract block...

Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line names due to coronavirus exposure. Steve Wagner, global managing director of Decision Analytics for Experian, discusses how businesses are impacted by risks and threats of identity fraud. Kevin Tynan,...

Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Investment Management Ltd., discusses all things fixed income: global bonds, monetary policy, central banks, and green bonds. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses h...

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brown Brothers Harriman, discusses his current investment outlook. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the impact of Trump's retaliation on n...

Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job market is still seeing high demand. Mary Schlangenstein, U.S. Airlines reporter for Bloomberg, on JetBlue Founder Neeleman’s new low-cost airlin...

Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist, discusses Trump's acquittal and the Democratic race. Brad Stone, Senior Executive Editor of Global Tech and Bloomberg Businessweek writer, on tech earnings, IPOs, and regulation of Big Media Tech. C...

Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard's new private equity fund. Lanhee Chen, Research Fellow at the Hoover Institution, and former adviser to Mitt Romney and Marco Rubio, on the State o...

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...