Taking Stock

Carlos Rodriguez, president and CEO of ADP, talks about his company's proxy fight with Bill Ackman's Pershing Square. Bill Rhodes, president and CEO of William Rhodes Global Advisors, discusses the key themes from the China World Congress. Vernon Silver, a projects and investigations reporter at Bloomberg, and Shira Ovide, a technology columnist at Bloomberg Gadfly, tell Pimm Fox and Lisa Abramowicz how Facebook and Google helped an anti-refugee campaign in swing states. Finally, Bloomberg's Hugh Son talks about Wall Street automation and how bankers are privately fretting about gutting their staffs. 

Sheryl Palmer, chief executive officer of Taylor Morrison Home Corp., talks about rebuilding in flood zones in Houston, managing the current labor shortage and the outlook for her company. Bloomberg Intelligence's Paul Sweeney discusses Netflix Inc.'s plans to spend $8 billion in 2018. Ruth Crowell, CEO of the London Bullion Market Association, tells Pimm Fox and Lisa Abramowicz about the market trends from the Global Precious Metals Conference. Finally, Josh Wingrove, a Canada politics reporter at Bloomberg, talks about news that Canada and Mexico are rejecting U.S. demands at the NAFTA negotiations. 

Julian Lee, an oil strategist at Bloomberg, talks about his column, "Kurdish Oil Tensions Show Iran Was Just a Trump Sideshow." Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, tells Pimm Fox and Lisa Abramowicz how the Iran nuclear deal could play out. Matt Maley, the chief equity strategist at Miller Tabek & Co., reminisces about the 1987 stock market crash and discusses his note, "The Crash of 1987: Blame Dan Rostenkowski." Finally, Eran Baniel, CEO of the start-up DouxMatok, talks about the sugar industry and says his company has created a safe alternative with an identical sensory profile to sugar's. 

Mark Dunkerley, president and CEO of Hawaiian Airlines, discusses Southwest Airlines' entry in the Hawaiian market and his company's new partnership with Japan Airlines. Former U.S. Congressman Rick Lazio, senior vice president at Alliant Group, tells Pimm Fox and Lisa Abramowicz how tax reform might play out in Congress. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, says the Fed may rain on the emerging-market debt parade. Finally, Scott Kimball, a portfolio manager of the BMO TCH Core Plus Bond Fund, talks about central banks and seeking opportunities in long-duration paper.

Max Nisen, a Bloomberg Gadfly columnist, tells Pimm Fox and Lisa Abramowicz how Donald Trump's executive order allowing the sale of less-comprehensive health care plans will impact Obamacare. Frank Sorrentino, CEO of ConnectOne Bank, talks about the growth of fintech in community banking. Cognizant's Ben Pring, co-leader of the Future of Work Center, discusses his new book, "What To Do When Machines Do Everything: How to Get Ahead in a World of AI, Algorithms, Bots and Big Data." Finally, Kevin Cirilli, a White House correspondent at Bloomberg, talks about reports that Trump is said to be seeking a change to ending a tax break for people in high-tax states.

Bloomberg's Max Chafkin talks about news that Uber is facing at least five criminal probes from the Justice Department - two more than previously reported. Craig Berger, CEO of My Mo Mochi Ice Cream, discusses his snack product of ice cream wrapped in sweet rice dough. Finally, Bloomberg's Jennifer Epstein tells Pimm Fox and Lisa Abramowicz about the NAFTA renegotiations as Donald Trump continues his threat to walk out.  

Charles Biderman, the president and CEO of Trim Tabs Asset Management, tells Pimm Fox and Lisa Abramowicz why stock prices move in one direction versus another. Ron Sanchez, the chief investment officer at Fiduciary Trust Company Internation, talks about global investing and which global economy is growing the fastest. Finally, Bloomberg Intelligence's Poonam Goyal discusses news that Wal-Mart's e-commerce sales are surging as it plays catch-up with Amazon. 

Filmmaker Vincent Vittorio talks about manufacturing in the U.S. and his film, "American Made Movie." Mike Mullaney, Boston Partners' global market research director, discusses the performance of the U.S. and Japanese economies and stock markets. Nicholas Heymann, an analyst at William Blair & Co., discusses changes to the General Electric board. Finally, Bloomberg News' Simon Kennedy talks about Richard Thaler's Nobel Prize win.

Joe Mysak, an editor at Bloomberg Briefs, says he was "dumbstruck" by President Trump's comments on Puerto Rico's bond market. KPMG Chief Economist Constance Hunter discusses the September jobs report, in which the number of workers on U.S. payrolls declined for the first time since 2010.  Finally, Ernesto Ramos, the head of equities at BMO Global Asset Management and portfolio manager of the BMO Large Cap Growth Fund, discusses the stock market and tells Pimm Fox and Lisa Abramowicz what kinds of companies he looks for.

Bloomberg Intelligence's Paul Sweeney discusses reports that Amazon is experimenting with a new delivery service intended to make more products available for free two-day delivery. David Garrity, CEO of GVA Research, talks about news that Facebook has turned over to Congress 3,000 ads purchased by groups linked to Russia that were designed to disrupt the 2016 U.S. election. Bruce Bittles, Robert W Baird & Co's chief investment strategist, discusses the stock market. Finally, Brad Stewart, Xojet's CEO, discusses the private airline industry. 

Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, tells Pimm Fox and Lisa Abramowicz who the leading candidates to run the Federal Reserve are. Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses the stock and bond markets. Finally, Bloomberg News Editor-in-Chief Emeritus Matt Winkler talks about the turnaround in Argentina's economy.

Jeffrey Feinstein, the vice president of global analytics at LexisNexis Risk Solutions, tells Pimm Fox and Lisa Abramowicz about the growing problem of synthetic identity fraud. Bloomberg's Chris Palmeri talks about the new security protocol at Las Vegas casinos in the wake of Sunday's mass shooting. Finally, Rebecca Lindland, an executive analyst at Cox Automotive, discusses September auto sales.

Chris Macke, the founder of Solutionomics and a contributor to the Federal Reserve Beige Book, says lower corporate tax rates on foreign-earned profits should be tied to job creation and higher wages in America. Bloomberg's Justin Sink talks about the White House's response to the Las Vegas shooting and hurricane recovery in Puerto Rico. Mark Gilbert, a Bloomberg Gadfly columnist covering asset management, discusses the muted bond market reaction to Catalonia's election. Finally, Bloomberg's Lily Katz talks about the cryptocurrency flash crash drawing scrutiny on the Commodity Futures Trading Commission.

Bloomberg's Joe Mysak gives an update on Puerto Rico's credit, as the island recovers from Hurricane Maria. Ping Wei, CFO of RYB Education, talks about the company's IPO launch in the U.S. this week and the growth potential of Chinese education. Demetri Argyropoulos, founder and CEO of Avant Global, tells Pimm Fox and Lisa Abramowicz how his company is connecting billionaires and helping legacy companies, as well as startups, develop strategic business relationships. Finally, David Katz, president and CIO of Matrix Asset Advisers, talks about his current stock picks and cautions against putting new money into utilities. 

Larry Silverstein, chairman of Silverstein Properties, talks about how e-commerce is spurring a shift from retail to food. Former Governor of New York David Paterson discusses terrorism and security in New York City. EisnerAmper CEO Charly Weinstein talks about the role that blockchain could play in real estate. Finally, Mark Grant, the chief strategist at Hilltop Securities, tells Pimm Fox and Lisa Abramowicz why we won't see a big reversal in yields.

Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about the dire situation in Puerto Rico and says the U.S. needs to send an official to make sure aid gets there. Sheila Bair, the former chairman of the FDIC, discusses President Trump's tax plan and says the pass-through tax cut mostly benefits the super wealthy. Andrew Mayeda, a Bloomberg trader reporter, and Bloomberg Intelligence's George Ferguson, talk about news that Bombardier is being slapped by a punitive trade ruling by the U.S. Commerce Department. Finally, Bloomberg's Matt Townsend says Nike is losing the war of coolness to Adidas.

Scotiabank's Derek Holt talks to Pimm Fox and Lisa Abramowicz about Canada's housing and economic outlook. Bloomberg's Jennifer Surane discusses the exit of Equifax CEO Richard Smith. Brendan Ahern, CIO of KraneShares, talks about Chinese markets and the impact of tighter housing curbs. Finally, Carlos Capistran, the head of Canada and Mexico economies at Bank of America Merrill Lynch, says a U.S. corporate tax cut poses a risk to those two countries.

Mediatech Capital Partners' Porter Bibb predicts an ebullient year for the NFL's advertisers, even as the league is embroiled in a Twitter war with President Trump. Laura Davison, a Capitol Hill reporter for Bloomberg BNA, discusses the corporate tax cuts President Trump and GOP lawmakers are weighing. John Augustine, CIO at Huntington National Bank, gives an outlook for U.S. markets and his current stock picks. Finally, Bloomberg's Alex Webb tells Pimm Fox and Lisa Abramowicz how Apple suppliers are faring after the launch of the new iPhone 8 and the upcoming iPhone X.

Mary Nichols, the chair of the California Air Resources Board, is bracing for a battle with the Trump administration and automakers over keeping tough fuel economy rules in place. PwC International's Bob Moritz tells Pimm Fox and Lisa Abramowicz how his company is moving towards pay parity between women and men. There's a low probability of military conflict on the Korean peninsula, Scott Seaman, the director for Asia at the Eurasia Group, says. Finally, Craig Giammona, a consumer reporter at Bloomberg, discusses Amazon's push to expand into delivery from restaurants. 

Witold Waszczykowski, Poland's minister of foreign affairs, discusses relations with the E.U. And Poland's request for war reparations from Germany. Chapdelaine & Co.'s Doug Borthwick tells Pimm Fox and Lisa Abramowicz why the dollar will continue to weaken. Max Chafkin, a technology reporter for Bloomberg Businessweek, talks about his cover story, "Mark Zuckerberg's Political Awakening." Finally, Phil Orlando, the chief equity strategist at Federated Investors, weighs in on the stock market, investments and why he's bullish on banks.