Bloomberg Intelligence

Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Garg, Founder and CEO of Better.com, on their recent round of funding, and disrupting the mortgage industry for millennials. Laura Davison, Congressional Tax Reporter for Bloomberg, on Google and Facebook uniting with Trump to protest the French tech tax. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz).

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John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and why GE left itself open to Markopolos' critique. Brad Loncar, CEO of Loncar Investments, on why investors should be looking at China biotech. David Katz, President and CIO of Matrix Asset Advisors, on why he's buying the dip. Hosted by Lisa Abramowicz and Paul Sweeney.

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Matt Maley, Chief Market Strategist at Miller Tabak & Co., on how trade issue uncertainty will continue to plague markets. Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart and JC Penney earnings. Jason Miner, Senior Global Chemicals Analyst for Bloomberg Intelligence, on Syngenta said to prepare listing for the world's biggest chemicals IPO. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's nationalist focus and how the situation in Hong Kong is five years in the making. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its destructive impact. Axel Merk, President and Chief Investment Officer of Merk Investments, on how President Trump is inducing an economic slowdown. Ellen Huet, Startups reporter for Bloomberg, and Jeff Langbaum, Senior REIT/CRE Equity Analyst for Bloomberg Intelligence, on the WeWork IPO and whether it deserves a tech valuation. Bob Sutor, Vice IBM Q Strategy & Ecosystem, on building public and commercial universal quantum systems for business and science applications. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management, on finding value in global markets, and why he’s overweight the U.K. Max Nisen, Bloomberg Opinion health care columnist, on why Trump's plan to import cheap Canadian drugs can't happen without Big Pharma. Michelle Seitz, Chairman and Chief Executive Officer of Russell Investments, on industry trends in asset management and the survival of the fittest. Hosted by Lisa Abramowicz and Paul Sweeney.

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Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election loss. Leland Miller, CEO of China Beige Book International, on China's long-term economic problem. Chris Dolmetsch, Bloomberg legal reporter, on identifying what’s in Jeff Epstein's estate and who can claim his assets. Dr. Ellen Wald, President of Transversal Consulting and A Bloomberg Opinion contributor, on Saudi Aramco's investor call. Hosted by Lisa Abramowicz and Paul Sweeney.

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Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets.  Therese Raphael, European economics and politics editor for Bloomberg Opinion, on Boris Johnson and Brexit, the contracting UK economy, and uncertainty in Italy. Scott Kimball, portfolio manager of the BMO TCH Core Plus Bond Fund (MCBIX), on the Fed's "mistake," and current investment strategy. Wendi Whitmore, Global Partner & Director, IBM X-Force Threat Intelligence, on cyber threats and breaches. Hosted by Lisa Abramowicz and Paul Sweeney.

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Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market and the jump in refinancings. Craig Giammona, consumer reporter for Bloomberg, on Kraft-Heinz plummeting. Dan Wasiolek, Senior Equity Analyst at Morningstar, discusses how the U.S. tourism industry is being impacted, after several countries- including Japan- have issued travel warnings. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and markets converging the global economy. Tom Orlik, Chief Economist for Bloomberg Economics, on Asia Pacific banks delivering surprise interest-rate decisions, and what this could mean for the Fed. Satish Jindel, President of SJ Consulting, and Thomas Black, transportation reporter for Bloomberg, on Fedex reducing its independence on Amazon. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where to invest in EM, as the trade war slams markets. Paul Gait, Senior Research Analyst, European Metals & Mining, on how macro factors are causing the metals rout. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on why only trade certainty can help the 10-yr Treasury yield revisit 2%. Hosted by Lisa Abramowicz and Paul Sweeney. 

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