Bloomberg Intelligence

Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, discusses her column on Brexit and the latest on overnight volatility with the pound, and parliament reassembling after the summer break. Tom Stringfellow, CIO at Frost Investment Advisors, on markets and investment strategy. Jason Schenker,  President of Prestige Economics and a Bloomberg Opinion columnist, on oil markets and what's driving the economy. Leland Miller, CEO of China Beige Book International, on the import tariffs on China goods launching this past weekend. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on why 100-year bonds could significantly alter how interest-rate risk is traded. Deepak Puri, Americas CIO at Deutsche Bank Wealth Management, discusses why equities still have legs. Harvey Manes, author of Collecting Art For Pleasure And Profit and Board member at  the Nassau County Museum of Art (NCMA), on why it's time to diversify your portfolio by investing in art. Matthew Palazola, Senior Insurance Industry Analyst for Bloomberg Intelligence, and Brian Sullivan, Bloomberg Energy and Commodities Reporter, on insurers bracing for Hurricane Dorian. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving growth. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on how the trade war is killing capital investment. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's response to Trump that it wouldn’t immediately retaliate on tariffs. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether a recession is coming. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund, on how assets are reacting to Boris Johnson's Parliament gambit and Italy elections. Drew Singer, Bloomberg IPO reporter, on Peloton's IPO filing. Hosted by Lisa Abramowicz and Paul Sweeney.

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Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses his Summer Intelligence report. Brendan Ahern, Chief Investment Officer at KraneShares, discuss the latest salvo in the China trade war and how China assets are reacting. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets, including Argentina and Brazil. Hosted by Lisa Abramowicz and Paul Sweeney

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Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, discusses how the trade war is impacting the markets and economy. He says he took his allocation down after ‘toxic sentiment’ in the markets.

Hosts: Lisa Abramowicz and Paul Sweeney. Producer: Paul Brennan 

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Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesler, Fed reporter, Kathleen Hays, global politics and policy editor, and Dave Wilson, stocks editor. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's retaliatory tariffs, and the difficulty that manufacturers are facing in shifting away from China. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business on Bloomberg Radio, discusses the #TrumpRecession and stakeholder capitalism. Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on why Salesforce is a good place to hide in a downturn. Bart van Ark, Conference Board’s Chief Economist, on the July Leading Index and what it's saying about the U.S. economy. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, on Target and Lowes earnings, and the retail landscape. Morten Buttler, political reporter for Bloomberg in Copenhagen, on President Trump cancelling his state visit with Denmark because he couldn't buy Greenland. Brian Stafford, CEO of Diligent and co-author of "Corporate Governance in the Digital Age," on Jamie Dimon and other CEOs rejecting the long-held view that shareholders’ interests should come first. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on how the world's first 30-year zero interest bond flopped in Germany. Hosted by Lisa Abramowicz and Paul Sweeney. 

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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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