Bloomberg Intelligence

Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to shareholders and Berkshire Hathaway's earnings. Brendan Brown, the chief economist and head of economic research at Mitsubishi UFJ Securities, tells Pimm Fox and Lisa Abramowicz how Donald Trump can win the currency war. Finally, Eric Martin, a Bloomberg reporter based in Mexico City, discusses Mexico's warning to the U.S. that it will cut off NAFTA talks if tariffs are proposed.See omnystudio.com/listener for privacy information.

Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam Goyal, a retail analyst at Bloomberg Intelligence, discusses JC Penney's announcement that it will close up to 140 stores. Finally, Bloomberg's Toluse Olorunnipa discusses President Trump's speech at the Conservative Political Action Conference.See omnystudio.com/listener for privacy information.

Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at Oppenheimer Funds, discusses long bonds, growth, reflation and leveraged loans. Craig Johnson, president of Customer Growth Partners, says department stores make up 1.6 percent of the retail market, down from 10 percent a generation ago. Finally, Bloomberg's Saleha Mohsin discusses U.S. Treasury Secretary Steve Mnuchin's comments on the yuan, NAFTA and the long bond.See omnystudio.com/listener for privacy information.

The number of first-time home buyers is rising, reflecting millennials who are the single biggest group of U.S. purchasers, says Logan Mohtashami, a senior loan officer at AMC Lending Group. Joel Levington, a senior credit analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why share repurchases would be a better use of capital than acquisitions. Finally, Bloomberg's Leslie Patton discusses McDonald's plan to cut prices on drinks as the fast-food industry slumps.See omnystudio.com/listener for privacy information.

Nicholas Weaver, a security researcher at the International Computer Science Center at Berkeley, says it would be simple to hack Donald Trump's phone. Bloomberg's Ed Hammond discusses Unilever's decision to rebuff a $143 billion takeover bid from Kraft Heinz. Ken Goldstein, an economist at the Conference Board, speaks with Pimm Fox and Lisa Abramowicz about the latest Index of Leading Economic Indicators. Finally, Bloomberg's Matt Miller discusses the latest news from the Munich Security Conference.See omnystudio.com/listener for privacy information.

Bloomberg's Tony Capaccio says Boeing's CEO was in the room listening to Donald Trump's calls to the Pentagon about the Lockheed Martin F-35 jet. Ward McCarthy, the chief financial economist at Jefferies, discusses rates, fixed income and the Fed. Jonathan Gruber, a professor of economics at MIT who is considered a key architect of Obamacare, discusses the Trump administration's proposed changes to health care. Finally, Bloomberg's Yalman Onaran tells Pimm Fox and Lisa Abramowicz that Trump's tax cuts could boost profit at the six largest U.S. banks by $12 billion.See omnystudio.com/listener for privacy information.

Bloomberg Intelligence's Carl Riccadonna and Nathan Dean discuss Janet Yellen's testimony to Congress and the state of play for Dodd-Frank. Then Ken Shea, a food, beverage and tobacco analyst at Bloomberg Intelligence, discusses earnings and provides an outlook for the spirits industry.See omnystudio.com/listener for privacy information.

Ariel Cohen, a senior fellow at the Atlantic Council, discusses the fallout of General Flynn's resignation and relations between Russian and the U.S. Then, Alex Nowrasteh, an immigration policy analyst at the Center for Global Liberty and Prosperity at the Cato Institute, discusses the outlook and issues surrounding the Trump administration's immigration policies. Finally, Phil Orlando, the chief equity strategist for Federated Global Investment Management, discusses markets, current investment strategy and the Fed.See omnystudio.com/listener for privacy information.

Damian Sassower, a fixed income strategist for Bloomberg Intelligence, discusses declining foreign currency reserves held by emerging-market nations. Jeff Weiss, the chief technical analyst at Clearview Trading Advisors, and Bloomberg Intelligence's Yelena Shulyatyeva, compare technical analysis to economic forecasts for the markets. Lucas Shaw, a Bloomberg media and entertainment reporter, says Facebook is trying to break into the music industry and offer labels an alternative to YouTube. Finally, Brian Chappatta, a Bloomberg bond reporter, discusses his story about how America's biggest foreign creditors are dumping Treasuries.See omnystudio.com/listener for privacy information.

George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants on trade policy. June Grasso, co-host of "Bloomberg Law," discusses the next steps for the Trump administration after an appeals court refused to reinstate the travel ban. Art Hogan, the chief market strategist at Wunderlich Capital Markets, speaks with Pimm Fox and Lisa Abramowicz about the markets and his investment strategy. Finally, Brian Rye, the senior healthcare policy analyst for Bloomberg Intelligence, discusses how Tom Price's confirmation as Secretary of Health and Human Services will affect Obamacare and its repeal.See omnystudio.com/listener for privacy information.