Bloomberg Intelligence

Guests:

Bloomberg’s Shira Ovide, Gadfly technology columnist, and Spencer Soper, technology and e-commerce reporter, on Amazon’s new headquarters location and advertising future, and Apple’s tax bill and $30 billion capex and jobs plan.Jacques Gordon, Global Head of Research & Strategy for LaSalle Investment Management, on how a renegotiation of the North American Free Trade Agreement (NAFTA) will impact the economy and commercial real estate.Bob DiMella, co-head of MacKay Municipal Managers, on munis and tax reform buying opportunities, and their "Top 5 Muni Insights."George Ferguson, Senior Aerospace, Defense & Airlines Analyst, on Airbus getting a $16 billion lifeline order from Emirates.

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Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, on outlook for the dollar.Global CEO of Lamborghini, Stefano Domenicali, on their new Super SUVs, the luxury market, and outlook for the company. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why TIPS are a bad inflation hedge for individual investors, and how Fannie & Freddie balance sheets are impacting volatility. Greg Elders, Senior Environmental, Social and Governance (ESG) Analyst for Bloomberg Intelligence, on BlackRock pushing companies to contribute to society.

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Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on why climate is America's most pressing threat, and reaction to President Trump's comments on his relationship with Kim Jong Un. Chris Whalen, Chairman of Whalen Global Advisors, on why bank earnings are a tale of two industries." Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on why he predicts economic disappointments in 2018, leading to lower long-term yields. Shira Ovide, Technology Columnist for Bloomberg Gadfly, on Facebook unveiling big changes to their news feed, to favor content from friends and families over news.

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Pulitzer prize winning journalist Jake Bernstein discusses his new book: SECRECY WORLD: Inside the Panama Papers Investigation of Illicit Money Networks and the Global Elite Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on why 2018 will be one of the most consequential years for the US gaming industry. Olivia Zaleski, technology reporter for Bloomberg, on Uber using a secret system to thwart law authorities by being able to remotely lock up data. Caitlin Webber, Government Analyst U.S. Trade Policy for Bloomberg Intelligence, on the current outlook for NAFTA.

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Tim Armstrong, CEO of Oath and former CEO of AOL, on Oath’s outlook and strategy to compete for ad dollars. Anne Sheehan, Director of Corporate Governance at CalSTRS Investments, discusses the company urging Apple to create ways for parents to restrict children’s access to their mobile phones.Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how political noise will impact markets this year. Vincent Piazza, Senior Equity Energy Analyst/ Global Sector Leader for Bloomberg Intelligence, on outlook for oil and E&Ps, as Goldman reports OPEC will try to keep prices down below $70.

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Roger McNamee, co-Founder of Elevation Partners, on the appropriate role of internet monopolies in society, and why Facebook still has time to rectify itself. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, with a new report on Tesla credit. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rate outlook for 2018, and how a record number of young workers remain at home. American Water CEO Susan Story on the current landscape for Trump’s infrastructure plan on the country’s aging and outdated water infrastructure, and how the company is securing critical networks from cyberattacks.

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Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on outlook for cryptocurrencies in 2018 and upcoming blockchain ETFs. Josh Green, National Correspondent for Bloomberg Businessweek, on the Trump-Bannon feud, following revelations in the Fire and Fury book. Robert LoCascio, CEO and Founder of LivePerson, Inc, on how machine learning and AI is being implemented in customer care industry, and impact of Facebook’s entry. Debra Katz, Employee Rights Attorney at Katz, Marshall & Banks, on how sexual harassment in the workplace costs companies money and creates wage disparities.

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Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis stocks will fare.Shira Ovide, Bloomberg Gadfly columnist covering technology, on Apple’s exposure to the chip flaw, and how the company’s efforts to make amends could be bad for business. Tom Gimbel, CEO of staffing firm LaSalle Network, on jobs data, and how CEOs are confident and hiring. Anna Edney, health care reporter for Bloomberg, on how the plan to slash US drug costs leans on problem-plagued factories.

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Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gadfly columnist, on how Tesla investors keep giving it the benefit of the doubt, despite constantly moving targets. Kurt Kara, Head of Value Equities at Copenhagen-based Maj Invest, discusses the stock fund that beats 95% of peers while ignoring CEO talk and research.

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Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how climate change is impacting real estate in Florida.Seth Pinsky, Executive Vice President and Investment Manager of the RXR Metropolitan Emerging Market Strategy, growth potential in NYC, tax reform, and outlook for infrastructure. Trista Kelley, market structure team leader for Bloomberg in London, on how the start of MiFID is impacting trading volumes.

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