Bloomberg Intelligence

Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.

See omnystudio.com/listener for privacy information.

Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and chicken wing pricing. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence, on weakening oil price and outlook. Automotive entrepreneur Scott Painter, former CEO of TrueCar and now CEO and co-Founder of Fair, discusses Fair’s new partnership with Uber. Michael Scanlon, Portfolio Manager for Manulife Asset Management, previews Facebook, Microsoft and Apple earnings

See omnystudio.com/listener for privacy information.

Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on trade outlook for the US and NAFTA, and how it could impact the economy. Scott Shapiro, CEO of STATE Optical, on starting a luxury eyewear manufacturing business in the US and the company outlook.  Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the FOMC meeting this week, and why there won't necessarily be a big pension fund reallocation into fixed income.

See omnystudio.com/listener for privacy information.

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman, technology reporter for Bloomberg, on how Apple built a chip powerhouse to threaten Qualcomm and Intel.Tom Halverson, President and CEO of CoBank, on the disconnect between the nation’s rural economy and the whole U.S. economy, rural broadband internet, and NAFTA.Ed Hammond, deals reporter for Bloomberg, on Keurig Green Mountain buying Dr. Pepper Snapple.

See omnystudio.com/listener for privacy information.

Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global Macro Strategist for Bloomberg Intelligence, discusses the Bank of Japan, and the dollar following Trump's comments in Davos. Ben Bain, financial regulations reporter for Bloomberg, on Trump’s SEC mulling a move to block investor lawsuits. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Dell's potential IPO and Intel earnings.

See omnystudio.com/listener for privacy information.

Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses his Winter 2017 Intelligence Report. We also have George Ferguson, Bloomberg's Senior Aerospace/Defense & Airline Analyst discussing United Continental Airlines. Also joining in is Steve Englander, Head of Research and Strategy at Rafiki Capital and Bloomberg Prophet, on the dollar, China and outlook for US trade.

See omnystudio.com/listener for privacy information.

John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next. Jim Bianco, President and Founder of Bianco Research and Bloomberg Prophet, on the dollar and impact of US trade policies. Brooke Sutherland, Bloomberg Gadfly columnist covering industrials, on GE earnings and outlook, as well as being under investigation by the SEC. Steven Waterhouse, former partner at Panera Capital now co-founder of Orchid Labs, discusses his company’s technology for web usage without surveillance and censorhip.

See omnystudio.com/listener for privacy information.

James Evans, Global Clean Energy Analyst for Bloomberg Intelligence, on impact of tariffs on the US solar industry. Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on why the dollar will continue to weaken. Charles Peabody, Managing Director and Research Analyst at Compass Point, breaks down JP Morgan's plan to spend $20 billion on wage hikes, branches and charity. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Netflix earnings and Twitter COO resigning.

See omnystudio.com/listener for privacy information.

Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big pharma earnings this week.Jonathan Adams, Senior Insurance Industry Analyst, on AIG acquiring Validus after years of retrenchment. Karen Ubelhart, industrials analyst for Bloomberg Intelligence, on GE and how great franchises within the company are being overlooked.

See omnystudio.com/listener for privacy information.

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on U.S. regulators raising investor protection concerns about cryptocurrency mutual funds and ETFs.Fashion designer Rebecca Minkoff and brother and CEO Uri Minkoff, creative director of Uri Minkoff, on growing the brand, selling directly to consumer, and how social media has changed fashion.Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and Bloomberg View columnist, discusses his column, "Bannon’s Executive Privilege Claims Aren’t Insane." Elizabeth Economy, C.V. Starr Senior Fellow and Director: Asia Studies, at the Council on Foreign Relations, discusses China and her column: "China: Pretender to the Throne."

See omnystudio.com/listener for privacy information.