Bloomberg Intelligence

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on the transformative deal between CVS Health and health insurance giant Aetna. Rachel Evans, corporate finance reporter for Bloomberg, on the future landscape of a $20 trillion BlackRock and Vanguard investing duopoly where almost everyone is a customer.  Jeremy Swan, Managing Principal of CohnReznick's Financial Sponsors  Financial Services Industry, on potential impact of the GOP tax bill on private equity firms.See omnystudio.com/listener for privacy information.

June Grasso, Host of Bloomberg Law and Bloomberg Best, discusses the legal situation surrounding former National Security Adviser Michael Flynn’s plea agreement with the FBI.Marty Schenker, Chief Content Officer for Bloomberg, on the fallout for the Trump administration following Former National Security Advisor Michael Flynn pleading guilty to lying to federal investigators.Joel Stern, Chairman and CEO of Stern Value Management, on how cyclical industrials could see more bankruptcies under the GOP tax proposal.Mark Rossano, Energy Analyst for Bloomberg Intelligence, on an MIT study that suggests the US Energy Department has vastly overstated its oil output forecasts.See omnystudio.com/listener for privacy information.

Jason Schenker, President of Prestige Economics and Bloomberg Prophet, on the OPEC meeting in Vienna. Leland Miller, CEO of China Beige Book International, on whether China can stop North Korea, and what the US may have to give up to get their cooperation. Claire Boston, corporate finance reporter for Bloomberg, on the Alibaba bond deal. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the Fed, current investment strategies, tax reform and impact on overall economy and markets.See omnystudio.com/listener for privacy information.

Daniel Moss, Economics Editor and columnist for Bloomberg View, and Dave Wilson, Bloomberg stocks columnist, preview Fed Chair Yellen’s economic outlook hearing before the congressional Joint Economic Committee, and what lawmakers missed in the Jay Powell hearing.  Chris Condon, Federal Reserve reporter for Bloomberg, recaps key highlights from the Janet Yellen hearing.  Toluse Olorunnippa, White house correspondent for Bloomberg, on how Trump’s tax promises for boosting jobs and wages will be undercut by CEO plans to reward investors.See omnystudio.com/listener for privacy information.

Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Bloomberg stocks editor Dave Wilson, preview Federal Reserve Governor Jay Powell's confirmation hearing and what policy to expect.See omnystudio.com/listener for privacy information.

Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, on whether it’s time to break up the big tech companies, as Jeff Bezos crosses the $100 billion mark Chris Burniske, Partner at Placeholder and Advisor to ARK Investment Management, on bitcoin and whether real money is coming in to the market, or if it’s an escalation of speculators.David Pearl, Co-Chief Investment Officer of Epoch Investment Partners, on current investment outlook, and why he uses free cash flow to evaluate companies. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Meredith Corp. agreeing to acquire Time Inc. with the Koch Brothers backing.See omnystudio.com/listener for privacy information.

David Kotok, chairman and CEO of Cumberland Advisors, talks about bitcoin risks and how many fixed income players may not be seasoned enough to withstand a downturn. Mark Dunkerly, departing Hawaiian Airlines president and CEO, tells Pimm Fox and Lisa Abramowicz about retiring from the company and what lies next. Dakin Campbell, a financial reporter at Bloomberg, talks about how Goldman Sachs is facing doubts about loss rates at its new online lender platform. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses why Travis Kalanick needs to explain his role in Uber's breach. See omnystudio.com/listener for privacy information.

Ira Jersey, U.S. rates strategist at Bloomberg Intelligence, talks about the yield curve, Chair Yellen resigning and how this will impact the Fed. Jennifer Rie, senior litigation analyst at Bloomberg Intelligence,  says Trump's DOJ antitrust lawsuit is demanding specific asset sales like CNN before allowing an AT&T-Time Warner deal to get approved. Brogan BamBrogan, founder and CEO of Arrivo, talks about his company's planned hyperloop investment in Denver, how Arrivo's technology differs from other hyperloop companies and the future of transportation. Finally, Shira Ovide, a technology columnist at Bloomberg Gadfly, discusses how Uber is signaling at a business-model detour with Volvo deal and whether or not its valuation should be adjusted. See omnystudio.com/listener for privacy information.

Ronald Kahn, managing director of Lincoln International, talks about the new Lincoln Middle Market Index and the outlook for middle market lending. Kit Juckes, chief global FX strategist at Societe Generale, tells Pimm Fox and Lisa Abramowicz how Angela Merkel's failed attempt to build a government is impacting the euro and the dollar. Kevin Tynan, a senior autos analyst at Bloomberg Intelligence, says Tesla's semi-truck and roadster sideshow distract from its Model 3 woes. Finally, Ed Hammond, a deals reporter at Bloomberg, talks about consolidation in the chips sector. See omnystudio.com/listener for privacy information.

Sal Gilbertie, president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, talk about opportunities in corn and soybeans, farmers squeezed by pricey fuels and why U.S. crude oil production is on the verge of surging. Tad Rivelle, CIO of TCW, discusses the yield curve, markets and current investment strategy. Sridhar Natarajan, a high yield debt and syndicated loan reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about a high-stakes hedge fund battle erupting over Hovnanian, after Blackstone proposes a plan that would trigger payouts on its credit swaps. Finally, Geetha Ranganathan, a technology and media analyst at Bloomberg Intelligence, talks about reports that Comcast and Verizon are looking into acquiring a big portion of 21st Century Fox Inc.See omnystudio.com/listener for privacy information.