Bloomberg Intelligence

Bloomberg
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Oct 19, 2020 • 27min

China's Recovery Lacks Consumer Demand: China Beige Book

Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Oct 16, 2020 • 25min

Here's Second Covid Wave We Hoped We Wouldn't See: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.See omnystudio.com/listener for privacy information.
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Oct 15, 2020 • 30min

Gorman's Model Reaps Rewards for Morgan Stanley: Whalen

Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Oct 14, 2020 • 29min

'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the lack of U.S. stimulus and what to expect on the Brexit deadline. Sarah Halzack, Bloomberg Opinion consumer columnist, on Amazon Prime Day. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on President Trump's address to the Economic Club of New York, Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Oct 13, 2020 • 12min

Bonus: Game Changers, Part 2

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In the second episode: Water Harvesting.See omnystudio.com/listener for privacy information.
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Oct 12, 2020 • 29min

Admiral Stavridis: U.S. Is Entering A Period of Vulnerability

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of Steelhouse, on signs of cracks in Apple's future. Bill Smead, Chief Executive Officer and Chief Investment Officer of Smead Capital Management, on his current investment strategy, and the concentration of money in the Big Tech monopolies. Steven Strauss, visiting professor at the Princeton School of Public and International Affairs, discusses the sweeping antitrust reforms targeting Big Tech. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Oct 9, 2020 • 27min

Morgan Stanley Could Struggle Long-Term Without An ETF Solution

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Morgan Stanley's direct indexing play, and Vanguard returning $21 billion in assets to China accounts. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), with their holiday shopping forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Trump's return to public events while infected with covid-19. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on AMD in talks to buy rival Xilinx in a $30 billion deal. Eric Kazatsky, Senior U.S. Municipals Strategist for Bloomberg Intelligence: Illinois taps Fed funds, and stimulus still up in the air. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Oct 8, 2020 • 28min

GOP Ignores the First Law of Holes On Stimulus: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to take the politics out of investing. Rebecca Ray, Executive Vice President of Human Capital at The Conference Board, discusses their new survey which shows most workers aren't in a hurry to return to the office. Sarah Ponczek, Bloomberg cross-asset reporter, on market action and cloud stock mania. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Trump touting Regeneron as a miracle cure. Hosted by Paul Sweeney and Vonnie Quinn.  See omnystudio.com/listener for privacy information.
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Oct 7, 2020 • 29min

White Collar Job Losses Will Trickle Down In A Bad Way

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion columnist, discusses the stimulus failure and outlook for the economy. Tae Kim, Bloomberg Opinion technology columnist, discusses his column: "Big Tech's $5 Trillion Reckoning Has to Start Somewhere." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Vice Presidential debate, and the White House covid crisis. Jake Wood, Founder and CEO of Team Rubicon, a non-profit, veteran-led disaster response organization, discusses how they are operating over 300 virus-related and disaster operations nationwide. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Oct 6, 2020 • 30min

Coronavirus Is Dominating The U.S. Due To Failure To Control It

Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on Trump's return to the White House, and the super-spreader event at the Rose Garden. Petco CEO Ron Coughlin discusses the rising rates of pet adoptions throughout the pandemic. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how bond markets are signalling a Biden win. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "James Bond's Lockdown Is a Deadly Cinematic Blow." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

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