Bloomberg Intelligence

Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela.  Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers.  Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Institution, on the key takeaways from the State of the Union and the Democratic response. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds.  William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the behemoths like Google and Facebook. Tom Kennedy, Global Head of Fixed Income, J.P. Morgan Private Bank, on bond markets, the Fed and current investment outlook.See omnystudio.com/listener for privacy information.

Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment and impact of trade negotiations, and the company's recent merger. Jon Swallen, Chief Research Officer: North America at Kantar Media, on Super Bowl advertising.  Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook.  Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school.    See omnystudio.com/listener for privacy information.

Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new Venezuela can avoid the oil curse. Leland Miller, CEO of China Beige Book, on how investors are misunderstanding the economic weakness in China. Hosted by Lisa Abramowicz and Paul Sweeney.     See omnystudio.com/listener for privacy information.

Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T.  Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament.  Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, on what to expect from Apple and other big tech reporting earnings this week. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief Investment Strategist: Equity Research at Raymond James, on why he's bullish on equities in 2019. Karen Ubelhart, Industrials Analyst for Bloomberg Intelligence, on Caterpillar's biggest quarterly profit miss in a decade as a China slowdown hit demand. Hosted by Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growth in ESG assets and opportunities in fixed income ETFs. Hosted by Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.