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Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discusses why OPEC cuts won’t be enough to cope with the global demand shock.
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Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remote workforce. Billy House, Bloomberg Congressional reporter, on the showdown brewing between Senators McConnell and Schumer over small business aid.
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Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans think the stimulus checks won't sustain them for a month. Tae Kim, Bloomberg Opinion technology columnist, on why concerns for Zoom are overblown.
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Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.
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James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.
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Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romneycare and Obamacare, discusses his Washington Post op-ed: "An Enormous Surge in Uninsured Sick People Is Coming. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on President Trump invoking the Defense Production Act on 3M to make more masks. Tim O’Brien, Senior Columnist for Bloomberg Opinion, discusses his column, "$350 Billion Won’t Save U.S. Small Businesses."
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Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest stock buying opportunities in the last 50 years. Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on jobless claims. Andy Browne, Editorial Director for Bloomberg New Economy, on reports that China masked data on coronavirus deaths. Hosted by Lisa Abramowicz and Paul Sweeney.
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Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Freedman, CEO of luxury real estate firm Brown Harris Stevens, Inc., on navigating residential real estate during covid-19. Alex Webb, Bloomberg Opinion technology columnist on why your Amazon delivery will get more expensive.
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Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.
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Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.
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