Taking Stock

Toronto Mayor John Tory discusses bidding for Amazon headquarters, the housing market, immigration and the economy. Kathleen McCarthy, senior managing director and global COO at The Blackstone Real Estate Group, talks about investment opportunities in the U.S. and abroad. Seth Molod, partner and chair of real estate services at Berdon LLP, discusses his real estate forecast, opportunities and risks and tax implications. Finally, Norman Sturner, president and CEO of MHP Real Estate Services, talks about Manhattan development and investment opportunities, the outlook for interest rates and the impact of tax reform. 

Elaine Stokes, vice president and portfolio manager at Loomis Sayles Bond Fund, talks about bonds and the high yield market. Billy House, a congressional reporter at Bloomberg, discusses Jeff Sessions testifying before Congress to address inconsistent statements about the Trump campaign's contact with Russians. Burt Flickinger, managing director at Strategic Resource Group, tells Pimm Fox and Lisa Abramowicz why Walmart is returning to its glory days while Target remains out of rhythm. Finally, Ben Bartenstein, an emerging markets reporter at Bloomberg, talks about S&P declaring Venezuela in default and the strange creditor meeting. 

Alberto Gallo, portfolio manager and head of macro strategies at Algebris Investments, talks about how the American dream turned into greed and inequality. Brooke Sutherland, a Bloomberg Gadfly columnist covering deals and industrials, tells Pimm Fox and Lisa Abramowicz why GE's turnaround plan and announcement to cut its dividend is "meh." Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Alibaba's $25 billion in Singles Day sales, the company's bond offering and how the world's top tech giants have amassed $1.7 trillion in value. Finally, Sarah Halzack, a Bloomberg Gadfly consumer columnist, talks about why a Hasbro-Mattel acquisition makes sense. 

Nick Colas, co-founder of Datatrek Research and a Bloomberg Prophet, discusses how much the market could be at risk with a corporate tax cut delay. Chris Macke, founder of Solutionomics and Federal Reserve Beige Book contributor, and Laura Davison, a tax reporter at Bloomberg, talk about the latest developments in the GOP tax bills and a proposal to reward job creators through earned corporate tax cuts. Tom Orlik, chief Asia economist at Bloomberg Intelligence, discusses China removing limits on foreign ownership of Chinese banks and asset managers. Finally, Lindsey Rupp, a specialty retail reporter at Bloomberg, talks about JC Penney earnings.

Matt Eagan, vice president and portfolio manager for Loomis Sayles & Co., talks about the sell off in the high yield market. Ariel Cohen, senior fellow at the Atlantic Council and a principal at International Market Analysis Ltd., discusses President Trump's trip to Asia and progress with North Korea and China trade. Steve Koenig, senior director of market research at the Consumer Technology Association, gives projections on tech purchases and how consumers will shop this holiday season. Finally, Bloomberg Intelligence's Jennifer Rie and Paul Sweeney talk about news that Trump's DOJ is requesting AT&T and Time Warner to sell CNN in order to win approval for their merger. 

Anita Hill, a professor of law, public policy and women's studies at Brandeis University, talks about workplace culture in the 21st century and the fallout from the Weinstein scandal. Richard Gelfond, CEO of Imax Corp., discusses the changing ways that people are consuming entertainment, and his company's success in China. Will Marshall, co-founder and CEO of Planet Labs, tells Pimm Fox and Lisa Abramowicz how satellite imagery is aiding agriculture, governments and corporations. Finally, Bloomberg's Erik Schatzker talks about his story, "I Dined With Alwaleed in the Desert Days Before His Arrest."

Sarah Binder, a professor at George Washington University and a senior fellow at the Brookings Institution, and Mark Spindel, a Bloomberg View columnist and founder and chief investment officer at Potomac River Capital LLC, discuss their new book, "The Myth of Independence: How Congress Governs the Federal Reserve." Mediatech Capital Partners' Porter Bibb talks about Twenty-First Century Fox in play, after reports of a sale to Disney. Damian Sassower, a fixed income strategist at Bloomberg Intelligence, discusses the complicated and painful Venezuela debt crisis. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz why we can expect overseas issuers to tap Europe's bond paradise. 

Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.

Simon Nynens, CEO and chairman of Wayside Technology Group, talks about creating a work environment to recruit and retain employees. Withum's Dave Springsteen and Tony Nitti discuss the tax reform bill, corporate tax rates and incentives, and repatriation. Finally, Ward McCarthy, chief financial economist at Jefferies & Co., talks about job numbers, the economy and the Fed. 

Leland Miller, CEO of China Beige Book International, tells Pimm Fox and Lisa Abramowicz why optimism about China's economy is based on misconceptions. Scott Galloway, a professor of markets at NYU's Stern School of Business, talks about how the traditional rules of business don't apply to the Big Four: Apple, Amazon, Facebook and Google. Barry Ritholtz, the founder of Ritholz Wealth Management and a Bloomberg View columnist, discusses evidence-based investing. Finally, Bloomberg's Laura Davison, talks about the GOP's rollout of their new tax cut proposal. 

Richard Conn, a managing partner at Eurasia Advisors, talks about the links between Russia, Ukraine and Manafort, and how the conspiracy investigation is a watershed event in U.S. history. Steve Peacher, president of Sun Life Investment Management, the investment arm of global insurance company Sun Life Financial, discusses credit valuations and the current investment outlook. Michael Scanlon, a portfolio manager at Manulife Asset Management, previews Apple and Facebook earnings. Finally, Jamie Butters, an auto reporter at Bloomberg, talks about the mixed bag of October auto sales. 

Bloomberg's Garrit De Vynck talks about Facebook, Twitter and Google's appearances before Congress to answer questions on how Russians meddled on social media. Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and a Bloomberg View columnist, discusses his column, "Manafort Indictment Begins a Complicated Story." Robert Maroni, president of Lombardy, discusses the Lombardy referendum seeking more autonomy for northern Italy. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about the outlook for central banks, the Fed Chair announcement and payrolls Friday. 

Whit Fosburgh, president and CEO of the Theodore Roosevelt Conservation Partnership, talks about the moves by Ryan Zinke's Department of the Interior to open up national lands and monuments for commercial development. Sarah Frier, a technology reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz why Facebook is stumbling with its strategy to stamp out fake news. Antonio Barroso, senior Eurozone analyst at Teneo Intelligence, discusses the political implications of the Catalan clash in Spain. Finally, Mike Holland, chairman and CEO of Mike Holland & Co., talks about markets and investing and gives a preview of Apple earnings. 

Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment. 

Stephen Rannekleiv, global beverages strategist at Rabobank International, talks about the implications of the dramatic decline in global wine production this year and how California is faring following the wildfires. Jitendra Waral, global internet and consumer electronics analyst at Bloomberg Intelligence discusses Twitter, Alphabet and Amazon earnings. Maxime Sbaihi, a Euro-area economist at Bloomberg Intelligence, talks about the ECB's plan to taper QE. Finally, Scott Keogh, president of Audi's U.S. operations, tells Pimm Fox and Lisa Abramowicz about his company's new lines, electric car segment and luxury branding. 

Liam Denning, an energy, mining and commodities columnist at Bloomberg Gadfly, talks about Energy Secretary Rick Perry's plan to subsidize coal and nuclear plants. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how reinsurers face a long recovery. Scott Dorf, a Bloomberg Prophet and managing director at Amherst Pierpont Securities, discusses the bond market and his latest column, "Buy the Dip Is a Losing Strategy in the Bond Market." Finally, Alex Webb, a technology reporter at Bloomberg, gives an inside look at Apple's struggle to get the iPhone X to market on time. 

Former CEO of NPR and lifelong Democrat Ken Stern discusses his new book, "Republican Like Me: How I Left the Liberal Bubble and Learned to Love the Right." John Fraher, Bloomberg's senior executive editor for business, finance and energy, tells Pimm Fox and Lisa Abramowicz how a charter revision will allow President Xi Jinping to rule China and shape policy for decades more. Michael Halen, senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's and Chipotle earnings. Finally, Vertical Research's Mike Dudas discusses the gold outlook and previews earnings for metal and mining stocks. 

Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his three-year market forecast. Bloomberg Intelligence's Sam Fazeli discusses big pharma earning as Merck, Eli Lilly and Glaxo report this week. Liam Denning, a Bloomberg Gadfly columnist covering energy, talks about Halliburton earnings and gives an overview of the oil services sector. Finally, Jaimin Patel, a senior credit strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how a default may be looming for Venezuela. 

Keith Brown, Scotland's Cabinet Secretary for Economy, Jobs and Fair Work, tells Pimm Fox and Lisa Abramowicz what Brexit means to Scotland, the economy and business opportunities in the country. Calamos' Matt Freund talks about the bond market and current strategies. Nathan Dean, a government analyst at Bloomberg Intelligence, says he doesn't see tax reform happening this year as congressional fights loom. Finally, Saijel Kishan, a hedge fund reporter at Bloomberg, says glitches are abounding as automation sweeps Wall Street.  

Former EPA Administrator Carol Browner discusses the recent attempted rollbacks of the Clean Car Standards by Scott Pruitt and President Trump. David Winters, CEO of Wintergreen Advisers and portfolio manager of the Wintergreen Fund, tells Pimm Fox and Lisa Abramowicz how investors are being fooled by the low-fee crisis on Wall Street. Max Abelson, a finance reporter at Bloomberg, talks about the opioid crisis on Wall Street. Finally, John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, discusses reports of decreased orders for iPhone 8 models.