The Tape

(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.

Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry.

Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan.

Scott Li, principal at CRG, a healthcare private investment firm, discusses investment opportunities in the healthcare landscape.

Shira Ovide, Bloomberg Gadfly technology columnist, on Facebook, Amazon, and a look at investor jitters abvout Apple.

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Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in traditional market cap indexes, and a preview of Facebook earnings. Erik Fyrwald, CEO of Syngenta, on developing technologies including a malaria insecticide, their recent debt offering, and an upcoming EU ruling to ban one of their insecticides. Dr. Silviu Itescu, CEO of Mesoblast, (ASX:MSB; Nasdaq:MESO), on the opioid crisis, their product pipeline, and potential partners.

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FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.

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Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing and current stock picks. We also discuss cannabis legalization with former Massachusetts Governor William Weld, and Kevin Murphy, CEO of Acreage Holdings. Also joining to discuss oil and OPEC, is Joe Carroll, Bloomberg U.S. Energy Reporter and Houston Bureau Chief. Rounding out the conversation on munis is Joe Mysak, Editor for Bloomberg Brief: Municipal Market. 

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Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gold. Richard Conn, Managing Partner of Eurasia Advisors, on US-Russia relations, impact of sanctions, ruble outlook, and what response would be effective in dealing with Moscow.

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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 Mike Pompeo speaking with Kim Jong Un, and the conflict in Syria. Justin Sunerok, Founder and CEO of Verge, on their new partnership with Pornhub for its users to accept Verge cryptocurrency as payment.   Luxembourg Finance Minister Pierre Gramegna on EU integration and trade outlook, taxation and its status as tax haven, and European growth. Sridhar Natarajan, High Yield Debt and Syndicated Loan Reporter, on Goldman and Blackstone being on opposite sides of an ego clash over swaps.

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Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week.PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Program. Kevin Tynan, Senior Auto Analyst for Bloomberg Intelligence, on China removing ownership caps on automakers.

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Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.

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Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Barry James, President and CIO of James Investment Research and portfolio manager of the James Balanced: Golden Rainbow Fund (GLRBX), on current positioning, and stock picks.  Larry Liebert, National Security Editor for Bloomberg, on the situation in Syria, and changes at the NSA.Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how middle east tensions are impacting oil price.

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Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Billy House, congressional reporter for Bloomberg, on Paul Ryan's announcement to not seek reelecion, and who could replace him. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst, on the two big issues that Facebook will need to tackle. Shira Ovide, Bloomberg Gadfly technology columnist, with recap and analysis of Mark Zuckerberg's testimony before Congress.

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