Bloomberg Intelligence

Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war.Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Walmart-Humana makes sense.Jennifer Bartashus, consumer analyst for Bloomberg Intelligence, on a California ruling that will require coffee sellers and retailers like Starbucks to issue cancer warnings.See omnystudio.com/listener for privacy information.

Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlook and how the US deficit may impact its rating. Michaela Ross, Bloomberg Law technology reporter, on how campaign donations made in bitcoin are raising concerns with finance transparency groups about fraudulent giving.See omnystudio.com/listener for privacy information.

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising money. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic adviser to President Clinton, on trade war with China, and who stands to win or lose. Max Chafkin, technology reporter for Bloomberg Businessweek, discusses Facebook updating privacy tool, and what to expect from Mark Zuckerberg testifying before Congress. Stephen Rannekleiv, Global Beverages Strategist for Rabobank International, on the growth in online sales of alcohol and who will be the winners, as well as any tariff impacts to the industry.See omnystudio.com/listener for privacy information.

Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel.Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses his column: "Private Equity? It's More Like Pirate Equity."Chris Hughes, deals columnist for Bloomberg Gadfly, discusses Akzo Nobel selling chemicals unit to PE firm Carlyle for $12.5 billion, and Glaxo buying Novartis' consumer health division for $13 billion.See omnystudio.com/listener for privacy information.

Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth Graham, President of the Aetna Foundation and former deputy assistant secretary of HHS, to discuss their Healthiest Communities report, and their initiative to address the opioid crisis.  Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, on credit markets, rate hike outlook, and opportunities and risks in high yield. MID MARKET REPORT:  David Dullum, President of Gladstone Investment Corporation (NASDAQ: GAIN), on why this PE fund focuses on lower middle market buyouts, and how BDC's can add more leverage after recent tax law addendum.See omnystudio.com/listener for privacy information.

Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.See omnystudio.com/listener for privacy information.

Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity.Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court today for the DOJ lawsuit seeking to block the merger. John Love, President and CEO of USCF, discusses commodities, oil and gas, and how their private equity ETFs have performed.See omnystudio.com/listener for privacy information.

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equities. Jim Anderson, CEO of SocialFlow, discusses the issues surrounding data mining, privacy and the controversy over Facebook and Cambridge Analytica. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on why Tesla bondholders won't have a good 2018. Ben Penn, labor reporter for Bloomberg Law, on the DOL releasing a controversial tip-sharing rule without data showing it could allow businesses to skim $640 million in gratuities.See omnystudio.com/listener for privacy information.

Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made its Cambridge Analytica data crisis worse, and how Congress is responding. Andrew Mayeda, global economy reporter for Bloomberg, on China pledging action on tech transfers, as Trump prepares to impose tariffs worth as much as $60 billion on Chinese products. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence,  previews the FOMC meeting.See omnystudio.com/listener for privacy information.

Mindy Grossman, CEO of Weight Watchers, discusses the shift from focusing on losing weight to overall health and wellness, and the launch of their Healthy Kitchen products.Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Apple developing their own screens, Facebook in hot water after the Cambridge Analytica data breach, and Time Warner going to trial against the DOJ.Elliot Weissbluth, Founder and CEO of HighTower Advisors, on the repeal of DOL's fiduciary rule, and what it means for financial advisors and investors. Susanne Barton, Bloomberg commodities reporter, on why industry barons see a future in mining asteroids in space for water and minerals.See omnystudio.com/listener for privacy information.