Bloomberg Intelligence

Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European government reporter, on the messy divorce EU and Theresa May's Brexit negotiations, and the current outlook for Brexit.  Tony Scherrer, Director of Research and Co-Portfolio Manager at Smead Capital Management, on their current investment and market outlook. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the Etihad-Emirates merger, and JetBlue Founder Neeleman starting a new low-cost carrier.See omnystudio.com/listener for privacy information.

Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market.  Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg Opinion columnist, on Amazon's new disruption target: convenience stores. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com, discusses whether the American Dream of home ownership is still attainable.  Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted.  Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities.   Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting oil markets. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war.  Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis.  Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow.   Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in the Iran sanctions before they hit in November. See omnystudio.com/listener for privacy information.

GUESTS:Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence.  Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks. Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be. Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals and media columnist, on the turbulence in pot stocks and why liquor companies are the first movers on marijuana, and not Big Tobacco.See omnystudio.com/listener for privacy information.

GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World." Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment. Vincent Cignarella, Global Market Strategist for Bloomberg, on Turkey’s rate decision and impact to EM assets.  Matthew Boyle, U.S. retail reporter for Bloomberg, on why Kroger was punished for its earnings miss. See omnystudio.com/listener for privacy information.

Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz.  Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg, on the UK and EU said to plan a special summit to sign a Brexit deal. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk.  Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.See omnystudio.com/listener for privacy information.

Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad.  Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on the crypto-currency wipeout. Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.