Taking Stock

Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on the plausibility of the Trump infrastructure and financing proposal, and investment opportunities and risks. Michael Bellisario, equity analyst at Baird, on Marriott and Hilton earnings, and hospitality sector outlook. Marshall Steinbaum, Research Director and Fellow at the Roosevelt Institute, on a new report that examines a proposal for outright student debt cancellation financed by the federal government.

Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset Management, on markets and current outlook. Sarah Kauss, Founder and CEO of S'well, on the business outlook and global growth, outlook for an IPO and how commodity prices could impact her business. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on current outlook for the bond market, and investment strategy.

This month, Bloomberg is excited to bring you a brand new show. Every Friday on What'd You Miss This Week, we'll feature the most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, Julia Chatterley and Joe Weisenthal. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend. Be sure to subscribe now, so you don't miss a thing!

Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Economics and a Bloomberg Prophet, on outlook for oil. Karen Schenone, Fixed Income Strategist for BlackRock, on BlackRock’s ETF Pulse Survey, which shows trends in ETF investing. Deepak Ohri, CEO of lebua Hotels and Resorts, on trends for tourism, travel and hotel industries in Bangkok and across Asia, and the global outlook for luxury business.

Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Prophet, on markets, volatility, and where stocks could bottom. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence,  Amazon planning a delivery service to vy with Fedex and UPS. Ward McCarthy, Chief Financial Economist at Jefferies & Co., on economic outlook, the deficit, and what to expect from the Fed.

Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues.Karen Harris, managing director of Bain’s Macro Trends Group, discusses how the business environment of the 2020s will be unlike anything we’ve encountered for the last 60 years.

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Principal at Baum and Associates, on why investors love Tesla. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on big media earnings: Disney, Viacom and Twentieth Century Fox. Brian Egger, Senior Gaming & Lodging Analyst, on outlook for Wynn Resorts as CEO Steve Wynn steps down amidst sexual harassment claims. 

Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the bond market rally, and treasury yields. Bloomberg’s Sarah Ponczek, cross-asset reporter, and Cory Johnson, anchor-at-large, on the collapse of exchange-traded notes tied to the VIX. Ryan Radloff, CEO, CoinShares UK, on the outlook for bitcoin and crypto, regulation, and the future of bitcoin futures and indexes.

Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy.Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp, specialty retail reporter for Bloomberg, on the death of clothing.  

Colin Gillis, Director of Research at CR Partners, on tech earnings: Apple, Amazon and Google. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, on the Nunes memo, and what the US is doing to prevent Russia infiltrating its social media and elections. Nat Ives, Ad Age Executive Editor, discusses Super Bowl Advertising. Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on Deutsche Bank earnings slump.

Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.

Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and chicken wing pricing. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence, on weakening oil price and outlook. Automotive entrepreneur Scott Painter, former CEO of TrueCar and now CEO and co-Founder of Fair, discusses Fair’s new partnership with Uber. Michael Scanlon, Portfolio Manager for Manulife Asset Management, previews Facebook, Microsoft and Apple earnings

Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on trade outlook for the US and NAFTA, and how it could impact the economy. Scott Shapiro, CEO of STATE Optical, on starting a luxury eyewear manufacturing business in the US and the company outlook.  Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the FOMC meeting this week, and why there won't necessarily be a big pension fund reallocation into fixed income.

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman, technology reporter for Bloomberg, on how Apple built a chip powerhouse to threaten Qualcomm and Intel.Tom Halverson, President and CEO of CoBank, on the disconnect between the nation’s rural economy and the whole U.S. economy, rural broadband internet, and NAFTA.Ed Hammond, deals reporter for Bloomberg, on Keurig Green Mountain buying Dr. Pepper Snapple.

Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global Macro Strategist for Bloomberg Intelligence, discusses the Bank of Japan, and the dollar following Trump's comments in Davos. Ben Bain, financial regulations reporter for Bloomberg, on Trump’s SEC mulling a move to block investor lawsuits. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Dell's potential IPO and Intel earnings.

Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses his Winter 2017 Intelligence Report. We also have George Ferguson, Bloomberg's Senior Aerospace/Defense & Airline Analyst discussing United Continental Airlines. Also joining in is Steve Englander, Head of Research and Strategy at Rafiki Capital and Bloomberg Prophet, on the dollar, China and outlook for US trade.

John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next. Jim Bianco, President and Founder of Bianco Research and Bloomberg Prophet, on the dollar and impact of US trade policies. Brooke Sutherland, Bloomberg Gadfly columnist covering industrials, on GE earnings and outlook, as well as being under investigation by the SEC. Steven Waterhouse, former partner at Panera Capital now co-founder of Orchid Labs, discusses his company’s technology for web usage without surveillance and censorhip.

James Evans, Global Clean Energy Analyst for Bloomberg Intelligence, on impact of tariffs on the US solar industry. Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on why the dollar will continue to weaken. Charles Peabody, Managing Director and Research Analyst at Compass Point, breaks down JP Morgan's plan to spend $20 billion on wage hikes, branches and charity. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Netflix earnings and Twitter COO resigning.

Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big pharma earnings this week.Jonathan Adams, Senior Insurance Industry Analyst, on AIG acquiring Validus after years of retrenchment. Karen Ubelhart, industrials analyst for Bloomberg Intelligence, on GE and how great franchises within the company are being overlooked.

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on U.S. regulators raising investor protection concerns about cryptocurrency mutual funds and ETFs.Fashion designer Rebecca Minkoff and brother and CEO Uri Minkoff, creative director of Uri Minkoff, on growing the brand, selling directly to consumer, and how social media has changed fashion.Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and Bloomberg View columnist, discusses his column, "Bannon’s Executive Privilege Claims Aren’t Insane." Elizabeth Economy, C.V. Starr Senior Fellow and Director: Asia Studies, at the Council on Foreign Relations, discusses China and her column: "China: Pretender to the Throne."