Taking Stock

Steve Forbes, chairman and editor-in-chief of Forbes Media, says the Federal Reserve should let borrowers and lenders set interest rates. Until then it's still the Fed, and Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, gives his outlook for rate increases. Michelle Kaske, a reporter at Bloomberg, talks about Hurricane Maria's  potential to inflict $30 billion in damages on Puerto Rico. Finally, Ira Jersey, the chief U.S. interest rate strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why it's optimistic to think the Fed will raise rates this year.

Mohamad Ali, the president and CEO of Carbonite, says he's worried about how immigration and H1B1 restraints will hurt his business and the economy. Drew Beja, a portfolio manager at Granahan Investment Management, tells Pimm Fox and Lisa Abramowicz about his collection of "desert island" companies, small-cap growth companies that will be much more valuable years down the line. Finally, Bloomberg's Margaret Talev discusses President Trump's UN address and says that Trump had to talk to both the world and his own base, which is inhernetly skeptical of the value of the UN. 

Amundi's Fred Samama discusses the importance of investing responsibly and how the market isn't pricing in climate risk right. Brad McMillan, the chief investment officer at Commonwealth Financial Network, tells Pimm Fox and Lisa Abramowicz whether investors should be worried about North Korea and why he's bullish on markets in the short-term. Bloomberg Intelligence's Brian Egger talks about how Hurricane Irma's devastation in the Caribbean has affected hotel and cruise stocks. Finally, Jack Ablin, the chief investment officer at BMO Wealth Management, gives his outlook for financial markets and what the credit cycle could signal.

Government and regulatory agencies have Internet companies like Google and Facebook in their cross-hairs, a potentially huge risk to the big tech stocks, Bloomberg Gadfly's Shira Ovide says. Henry Peabody, a co-manager of the Eaton Vance Multi-Sector Bond Fund, tells Pimm Fox and Lisa Abramowicz why investors should hold cash to prepare for a credit unwind. Vincent Cignarella, a global macro strategist at Bloomberg, says the dollar will weaken as tax reform sinks. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, gives an outlook for gold and talks about how blockchain technology and cryptocurrencies are moving the yellow metal.

Vinny Troia, CEO of Night Lion Security, and Bloomberg's Jordan Robertson tell Pimm Fox and Lisa Abramowicz that Equifax failed to fix a flaw that computer experts had flagged earlier in the year. Insurers have an appetite for flood risk, David Sampson, CEO of the Property Casualty Insurers Association of America, says. Bloomberg's Anand Srinivasan and Alex Sherman talk about how Apple could be locking up the supply chain with its reported involvement in Bain Capital's bid for Toshiba's memory chip business. Finally, Laura Litvan, a congressional reporter at Bloomberg, discusses the meal President Trump took with Democratic leaders Nancy Pelosi and Chuck Schumer to wrangle with DACA--same food, different stories.

Greenwich Associates' Kevin McPartland says technology signals a change in banking jobs, not a loss. Storm recovery and cleanup companies are making billions off of more frequent natural disasters, Bloomberg's Prashant Gopal says. Lionel Laurent, a Bloomberg Gadfly columnist covering finance, discusses his skepticism of "hyped-up millennial alternative" asset classes like Bitcoin and cannabis. Finally, Bloomberg Gadfly's Shira Ovide explains why people might well pay $1,000 for the new iPhone and not think twice about it.

It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Capital Management, tells Pimm Fox and Lisa Abramowicz about his new actively managed ETF that will cull from the firm's "10 best ideas." Bloomberg Intelligence's John Butler talks all things Apple on unveil day for the new iPhones. Finally, an update on Florida power utilities following Hurricane Irma, from Kit Konolige, a senior utilities analyst at Bloomberg Intelligence.

Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg reporter in Tel Aviv, and Liz Krutoholow, a specialty pharma and biotech analyst at Bloomberg Intelligence. Bloomberg's Jamie Butters discusses the impact of China's effort to go all electric on cars. Finally, Regina Mayor, KPMG's global sector leader for energy and natural resources, talks about how major weather events affect the energy markets.

Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-as-a-service" startup. Lamine Zarrad, CEO of Tokken, talks about how blockchain is working for the cannabis industry. Finally, Amnon Bar-Lev, president of Check Point Software, and Michael Riley, a cybersecurity reporter at Bloomberg, discuss Equifax's historic breach that may have exposed half of Americans. 

Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Harvey and Irma impact retail. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses news that Amazon is shopping for a second U.S. headquarters with as many as 50,000 employees. Finally, Marvin Loh, a senior global markets strategist at BNY Mellon, talks about central banks and risk asset response to geopolitics.

Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea. Shunondo Basu, a meteorologist and gas analyst at Bloomberg New Energy Finance, discusses the impact of Hurricane Irma. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, talks about how insurers are bracing for Hurricane Irma, as well as the impact from Harvey. Finally, Larry Tabb, chairman and founder of the Tabb Group, discusses news that the SEC is working on a carve-out policy against upcoming MiFID rules.

The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea.

Hurricane Harvey destroyed large stocks of ethylene, the world's most important chemical, Bloomberg Intelligence's Jason Miner and Houston-based Bloomberg reporter Jack Kaskey tell Pimm Fox and Lisa Abramowicz. Miller Tabak & Co. equity strategist Matt Maley provides a macro look at the equity markets, the dollar and jobs. Bloomberg senior White House correspondent Margaret Talev discusses Trump attempt to tie a debt-limit boost to the Harvey aid package. Finally, Jessica Caldwell, executive director of industry analysis at Edmunds, discusses August auto sales and the impact from Harvey.

Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg Businessweek's David Kocieniewski discusses his article, "Deep In Debt, The Kushners Hunted for Cash Across the Globe." Amnon Bar-Lev, president of Check Point Software, talks about nation-focused cyber attacks and new industries undergoing cyber-shifts. Finally, Ed Ludlow, a U.K. correspondent at Bloomberg, discusses where the U.K. stands with Brexit negotiations.

Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss Hurricane Harvey's impact on agricultural crops and commodities. Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his economic outlook, forecast for stock prices and investment strategy. Finally, Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses GDP and how Hurricane Harvey could impact growth.

Houston Police Chief Art Acevedo discusses rescue and relief efforts after Hurricane Harvey and says there are challenges getting adequate resources to the city. Stephen Schork, president of the Schork Group, talks about how the $40 oil price barrier may be tested if Harvey's effects are prolonged. Bloomberg View columnist Brad Taylor, a retired Special Forces lieutenant colonel and author of "Ghosts of War" discusses how to beat North Korea at nuclear blackmail. Finally, Bob Shullman, the founder of the Shullman Research Center, talks about the latest luxury trends in the affluent world.

Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf. Jonathan Adams, an insurance analyst at Bloomberg Intelligence, discusses Hurricane Harvey's impact on insurers and how most people weren't insured for flood damage. Scott Mushkin, a senior retail analyst at Wolfe Research, talks about Amazon's decision to start price cuts at Whole Foods today. Finally, Mandeep Singh, a technology analyst at Bloomberg Intelligence, discusses news that Uber is hiring Expedia CEO Dara Khosrowshahi to be the new CEO and what that implies for both companies.

Shamaila Khan, the director of emerging market debt at AllianceBernstein, discusses the sanctions on Venezuela that the Trump administration unveiled today, potential impact on the country's debt, and China's involvement in the debt. Bloomberg Gadfly columnists Shira Ovide and Sarah Halzack talk about Amazon quickly using its ruthless playbook to cut prices at Whole Foods and the logistical challenges ahead for Amazon's grocery business. Shunondo Basu, a meteorologist and gas analyst for Bloomberg New Energy Finance, talks about Hurricane Harvey and its effect on the energy industry. Finally, David Ader, the chief macro strategist for Informa Financial Intelligence, discusses market uncertainty, the outlook for bond yields and current investment strategy.

Steve Bell, a senior adviser at the Bipartisan Policy Center and former Senate Budget Committee staff director, tells Pimm Fox and Lisa Abramowicz why he believes a government shutdown is inevitable. Rania Sedhom, a managing partner at Sedhom Law Group, talks about three new employment-law changes in New York, how businesses could be affected and what it means for the rest of the country. Matthew Boyle, a U.S. retail reporter at Bloomberg, discusses how Costco's laissez-faire approach to online shopping could prove dangerous in the long term. Finally, Steven Englander, the head of research and strategy at Rafiki Capital, talks about currencies and whether central bankers still have power to sway markets.

Milton Berg, CEO and founder of Milton Berg Advisors, discusses his bearish tones on the late-stage bull market and why he's bullish on gold. Bloomberg's Yalman Onaran talks about how big banks could see profit jump 20 percent with Trump-era deregulation. Rebecca Kern, an energy policy reporter at Bloomberg BNA, discusses news that the White House is denying requests for emergency orders to keep Murray Energy Corp. and FirstEnergy Corp.'s coal operations running and out of bankruptcy, despite Trump's campaign pledges. Finally, Leila Abboud, a Bloomberg Gadfly columnist covering technology, media and telecommunications, talks about how ad giant WPP's slumping sales indicate a larger problem for advertising companies.