Bloomberg Intelligence

Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of...

Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, previews Apple earnings. Jim Schaeffer, Co-Head of Public Fixed Income and Deputy Chief Investment Officer at Aegon Asset Management, on an early warning sign that demand in the red-hot leveraged loan ma...

Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle  the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, with a back-to-school apparel preview and why jeans will be the winner this season. Logan Mohtashami, Senior Loan Officer for AMC lending, on why...

SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualcomm deal, and what their next plan is. Jim Anderson, CEO of SocialFlow, on Amazon and Twitter, Facebook, and the threat of slowing user growth.  Ivan Cheung, CEO of Eisai, discusses the outlook for the...

Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market gro...

Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income. David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, " B...

Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteSh...

Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, A...

Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrou...

Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki. Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping. Susan DeVore, CEO of Premier, Inc (N...

 Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in...

Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers. See omnystudio.com/listener for privacy information.

Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink.  Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year.  Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit.  See omnystudio.com/listener...

Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Med...

John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry. Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Re...

Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out. Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language. Carl Weinberg, Chief Economist at High Frequency Economics, on how China coul...

Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blu...

Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for...

Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback. Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloo...

Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in...

Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex , Inc., on their futu...

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks. Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha R...

Guests: Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target. Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambr...

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets. Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan B...

Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divesti...