Bloomberg Intelligence

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey Piegza, Chief Economist at Stifel, on widespread job losses caused by the shutdown. Hosted by Lisa Abramowicz and Paul Sweeney.

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Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what capital markets are waiting on to start the deal making. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the shortfalls in models. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, discusses his story: "Layoffs Start Turning From Temporary to Permanent Across America."

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David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.

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Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals columnist, on Berkshire-Hathaway's annual meeting and Warren Buffett's strategy for the company's cash pile. Eddie Perkin, Chief Equity Strategist for Eaton Vance, on the uncertain future for markets. Poonam Goyal, Senior U.S. retail analyst for Bloomberg Intelligence, on J. Crew filing for bankruptcy.

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Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple earnings, and the dim outlook for ride-hailing companies. Dr. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threadneedle Investments, on outlook for the markets and economy. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Nany Pelosi seeing $1 trillion stimulus for states and cities.

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Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham & Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.

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Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, discusses why she wants clients to avoid S&P indices and to actively manage stock picks. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Google, Facebook and Big Tech earnings. Brooke Sutherland, Bloomberg Opinion Industrials columnist, on the stark reality for Boeing.

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Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the oil crisis will spill over into midstream companies. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on why he's adding out-of-favor sectors on weakness. Max Nisen, Bloomberg Opinion Health Care columnist, with a coronavirus update, and a look at Big Pharma earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

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Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanford Institute for Economic Policy Research (SIEPR), discusses his research on the productivity pitfalls of working from home. Tom Orlik, Chief Economist for Bloomberg Economics, on why a $6 trillion recession is an optimistic scenario. James Sinclair, CEO of Enterprise Alumni, an HR tech company, on how companies are mobilizing their entire workforce now - including those that have either left or retired - to prepare for reopening the economy.

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