Taking Stock

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at Berkeley, discusses whether populism- and the unraveling of globalization- the biggest threat to markets. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and the company's decision to stop reporting iPhone unit sales. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the boom in municipalities' fundraising. 

Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier.  Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on opportunties in the U.S. real estate market.  John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Apple earnings. Nathan Sheets, Chief Economist for PGIM Fixed Income, on the impact of the US-China trade war on the global economy. Broadcasting live from the PGIM Headquarters in Newark, New Jersey. 

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steelhouse, on Facebook earnings and outlook, and the digital ad space. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, to discuss China’s economy, and what the real risks are.  Alan Baum, auto analyst and Principal at Baum and Associates, on GM earnings, and the declining auto industry cycle. 

Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on GE earnings and outlook.  Colin Gillis, Director of Research at Chatham Road Partners, on what to expect from Facebook and Apple earnings.  Chen Grazutis, Apparel and Footwear Analyst for Bloomberg Intelligence, on Under Armour's comeback, and whether retail is dead.

Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscape. Bob Hockett, Professor at Cornell Law School, discusses the FBI examining if Tesla misstated information about production of its Model 3 sedans and misled investors. Joe Lusardi, President of Curaleaf, one of the largest cannabis retailers in the U.S., on the company’s listing on the CSE, and outlook for growth. Brendan Ahern, CIO of KraneShares, on China markets and what he’s buying in the selloff. Hosted by Pimm Fox and Lisa Abramowicz.

Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech sector fallout. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the chip sector, and how the big names compare: Intel, AMD, Western Digital. Max Nisen, Bloomberg Opinion columnist covering health care, on why Trump's new drug pricing plan has real teeth.

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook.  Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washington University, discusses the terrorist pipe bomb attack, and the NY Times report that Trump's unsecured cell phone is being spied on by China and Russia.  Scott Kessler, Director, Equity Research and Analyst at CFRA, on Twitter earnings, and previews Google and Amazon earnings.  Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses how lottery gaming companies like IGT and Sci Games are benefiting from the record lottery jackpots. Hosted by Pimm Fox and Lisa Abramowicz.

Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing opportunities in New York City. Don Peebles, Chairman & CEO of The Peebles Corporation, on national housing market and affirmative investing.  Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on why Trump is right to question the Fed.  

Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to revamp the system. Sean McCarthy, CEO, and Bob Cochran, Chairman, Build America Mutual, on municipal market conditions, and the outlook for US infrastructure.  Brooke Sutherland, Bloomberg Opinion industrials columnist, on Caterpillar tumbling after flagging higher costs for materials.  John Authers, Senior Markets Editor for Bloomberg, on the China selloff and economic risks in Italy.

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how the midterms could impact investing decisions. Gillian Tan, Senior Reporter for Bloomberg, on how Blackstone landed $20 billion from the Saudis for their new fund. Raj Sabharwal, Founding Partner and Managing Director at Glass Revolution Imports, on the growth of whiskey, new imports from India, and the impact of tariffs. Hosted by Pimm Fox and Lisa Abramowicz.

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the political tightrope that Trump is facing in dealing with the Saudis and the Prince. Richard Lark, CFO at Gol Airlines, on Brazil’s economy post-election, using cash to delever, and why their new plans are saving them money. Sarah Halzack, Bloomberg Opinion consumer columnist, on what P&G's earnings surprise says about consumers.

Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.

CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses her outlook for fixed income and why emerging markets are looking attractive. Anurag Rana, Senior Software & IT services analyst for Bloomberg Intelligence, on why Shopify will benefit from Canada's legalization, and IBM shares tanking after disappointing earnings. Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg Opinion columnist, discusses the Saudi Arabia crisis, and his column: "The U.S. Needs a New Way to Deal With Dictators." 

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia.  Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook.  Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, previews Netflix earnings. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on how Fidelity starting a crypto business for clients will impact the market.

Guests:  Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy.  Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on 125-year old iconic retailer Sears filing for bankruptcy.  Ali Al-Ahmed, founder and director of The Institute for Gulf Affairs, and Toby Harshaw, Bloomberg Opinion editor, to discuss the missing Saudi journalist Khashoggi, and impact on US-Saudi relations. 

Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The Power of Paranoid Optimism to Lead Through Colossal Change." Bobby Ghosh, Bloomberg Opinion editor, discusses the editorial:  "Saudi Arabia Must Explain What Happened to Khashoggi." Amanda Albright, muni bond reporter for Bloomberg, discusses Los Angeles considering creating a public bank. Hosted by Pimm Fox and Lisa Abramowicz. 

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloomberg Intelligence, on OPEC cutting its estimate for global demand for crude next year. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on the market rout and whether it's a buying opportunity. Ernest Loumaye, CEO of Women’s Health biopharma ObsEva (NASDAQ: OBSV), on their pipeline of drugs aimed at targeting conditions that impact womens' fertility. Hosted by Pimm Fox and Lisa Abramowicz.

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief Information Security Officer at RedLock, on a major U.S. telecom company discovering more manipulated hardware from China’s Super Micro Computer Inc.  Molly Smith, corporate finance reporter for Bloomberg, on Tesla's bonds showing no signs of default anytime soon. Jim Paulsen, Chief Investment Strategist at Leuthold, discusses why concerns that the U.S. economy will overheat and inflation will accelerate is becoming “the prevailing attitude of Wall Street." Hosted by Pimm Fox and Lisa Abramowicz.

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy.   Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook.  Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF.  Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.

John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his current market outlook, and why Trump's tariffs strategy is the right one. Dan Cancel, Managing Editor: Latin America for Bloomberg in Sao Paulo, on Brazil's presidential elections, and how assets are reacting. Eli Casdin, Chief Investment Officer and Co-Founder of Casdin Capital, on biotech investing. Hosted by Pimm Fox and Lisa Abramowicz.