Bloomberg Intelligence

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China.  John Kilduff, Founding Partner of Again Capital, on where oil price is heading. Daryl Fairweather, Chief Economist for RedFin, on why it's a buyers' housing market. Mark Douglas, CEO of Steelhouse, on how Facebook gave Microsoft, Amazon and other tech giants more intrusive access to your personal data than it ever disclosed. See omnystudio.com/listener for privacy information.

Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come?  Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on why European credit offers the best value right now. Bess Freedman, recently appointed as Brown Harris Steven’s first ever CEO, discusses the housing market and luxury real estate trends in the New York, Hamptons, Palm Beach, and Miami markets. Rachel Evans, cross-asset reporter for Bloomberg, on how ESG investing has lost its way. Hosted by Pimm Foxx and Lisa Ambramowicz. See omnystudio.com/listener for privacy information.

Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fixed Income at Voya Investment Management, to discuss his 2019 outlook for fixed income.  Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump’s Tweeting His Post-Presidency Defense Now." Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and her outlook for 2019. Sheryl Connelly, Ford's futurist, discusses 2019 trends in technology and artificial technology. See omnystudio.com/listener for privacy information.

Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to emerging markets. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on the reversal of globalization, as Apple expands its operations in Austin and other U.S. locations. Josh Eidelson, labor reporter for Bloomberg, on workers trying to form a union for Amazon’s new NYC location.See omnystudio.com/listener for privacy information.

Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia Advisors, on Trump and Putin, what to expect from the Butina plea deal, and the impact to U.S.-Russia relations.  vCaleb Melby, Financial Investigations Reporter for Bloomberg, on the growing conflicts of interest and investment exploitation of real estate development in opportunity zones. Greg Hahn, President and CIO of Winthrop Capital Management, with their current investment outlook.See omnystudio.com/listener for privacy information.

Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.See omnystudio.com/listener for privacy information.

Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese Raphael, Bloomberg Opinion columnist, and John Authers, Senior Editor for Bloomberg Markets, on Theresa May canceling the Brexit vote, and impact to markets. Ron Quaranta, Chairman and Chief Executive Officer of Wall Street Blockchain Association, on the crypto sell-off and outlook for blockchain. Scott Flanders Chief Executive Officer and Board Member of eHealth, on ACA enrollments and consolidation in the health care industry. Hosted by Pimm Foxx and Lisa Ambramowicz.  See omnystudio.com/listener for privacy information.

Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have plenty of room to fall.  Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job sector is as strong as it's ever been.  Noah Smith, Bloomberg Opinion columnist, discusses his column: "U.S. Poverty Is Greater Than Statistics Indicate." Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, on Dish’s Ergen sending a message to the industry with a blackout of HBO. (Paul Sweeney filling in for Pimm Fox.)See omnystudio.com/listener for privacy information.

Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and Mike McKee, International Economics & Policy Correspondent for Bloomberg, discuss the arrest of Huawei's CFO, and how that may impact trade negotiations and other Chinese tech companies. Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on when it's time to buy multi-family real estate.  Barak Rabinowitz, Managing Partner of F2 Capital, on VC investing in technology during a seller's market. Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.