Bloomberg Intelligence

Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how climate change is impacting real estate in Florida.Seth Pinsky, Executive Vice President and Investment Manager of the RXR Metropolitan Emerging Market Strategy, growth potential in NYC, tax reform, and outlook for infrastructure. Trista Kelley, market structure team leader for Bloomberg in London, on how the start of MiFID is impacting trading volumes.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment Officer for Baird, on markets, the economy, and current investment strategy. Also joining the program is Jamie Butters, Bloomberg US Auto Reporter, on his story "Fed Outlook for Higher Rates Dims U.S. Auto Sales View for 2018”. And also joining the show is Chris Leavy, Co-Chairman and Partner at MedMen, on what investors should know about the marijuana space, as well as the wider economic implications of this legislation.See omnystudio.com/listener for privacy information.

David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks. Shira Ovide, Bloomberg Gadfly columnist covering technology, on the eight biggest themes in technology for 2017, and Facebook's crucial video efforts. Karen Mills, former SBA Administrator and Senior Fellow at Harvard Business School, on the impact that Trump's tax plan will have on small business, and outlook for infrastructure. Lou Palumbo, director of Elite Intelligence and Protection, on the costs associated with protecting crowds on New Year's Eve and other large events.See omnystudio.com/listener for privacy information.

General Merrill McPeak, retired four-star general and former Air Force Chief of Staff, on what America's options are for hotspots like North Korea, Israel and Iran.David Fanger, Senior Vice President at Financial Institutions Group, at Moody's, on their 2018 outlook for US and global investment banks.Brian Chappatta, US Treasuries reporter, on bond titans' top trades for 2018.Jamie Butters, US autos reporter for Bloomberg, on how Ford's Lincoln Brand is losing luster in the crowded luxury landscape, and may not justify a US presence.See omnystudio.com/listener for privacy information.

Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, on how New Yorkers can prepay their property taxes early, according to Governor Cuomo’s plan. Lananh Nguyen, FX reporter for Bloomberg, with a roundup of currency strategists picking FX winners for 2018. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on how the pressure is on for smokeless products to save the tobacco industry. Pancho Kinney, former Director of Strategy at the White House Drug Policy Office and former policy director at the White House Office of Homeland Security, discusses risks posed by air traffic control privatization, and the impact it would have on defense, border security and drug enforcement.See omnystudio.com/listener for privacy information.

Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections.Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why tax cuts won’t improve growth in 2018, but it could be the year of inflation.Shira Ovide, Bloomberg Gadfly columnist covering technology, on analysts cutting Apple iPhone X forecasts.Craig Johnson, President of Customer Growth Partners, on the best holiday retail season since 2005.See omnystudio.com/listener for privacy information.

Christopher Flavelle, climate policy reporter for Bloomberg, on Louisiana finalizing a plan to move thousands of people from areas threatened by the rising Gulf of Mexico, in what could be a blueprint for climate change policy. Restaurateur Alan Stillman, Founder of Quality Branded Partner, on the 40th anniversary of Smith & Wollensky, how he started TGI Friday's, and how technology has impacted the restaurant industry. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing said to be in talks to acquire Embraer. Jonathan Miller, President and CEO of Miller Samuel, on how NYC housing values will be impacted in the wake of the tax bill.See omnystudio.com/listener for privacy information.

Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with nearly anyone seeking or securing power. John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management, on why FAANG is getting long in the tooth. Phil Orlando, Chief Equity Strategist at Federated, on why small caps will benefit from the tax bill. Mike Bodson, President and Chief Executive Officer of DTCC (Depository Trust & Clearing Corp.), discusses their report on the biggest risks in the global financial system.See omnystudio.com/listener for privacy information.

Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly technology columnist, on Uber losing its EU court fight, after the top court ruled its ride-hailing service should be regulated as a transport company. Bobby Cho, Head of Trading for Cumberland, with a look at how bitcoin is traded.Mandeep Singh, tech industry analyst for Bloomberg Intelligence, on Airbnb launching its own apartment complexes: does this change its business model from tech to hotel?See omnystudio.com/listener for privacy information.

Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We also have Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments, on his investment outlook for 2018. Joseph Lubin, Ethereum Co-Founder & founder of Global Blockchain Specialist Consensys, on why Ether's growth will continue. Also joining is David Lee, COO and CFO of Impossible Foods, on their plant-based "meat" burgers, why Bill Gates is an investor, and growth outlook. See omnystudio.com/listener for privacy information.