Bloomberg Intelligence

Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Jim Murren, chairman and CEO of MGM Resorts, about MGM's new gaming resort in Washington and why public perception of gaming is at an all-time high. Also, Bloomberg's Catherine Traywick discusses Donald Trump's transition team's energy policy, which includes ways to keep nuclear power generators alive. Finally, Frank Holmes, CEO of U.S. Global Investors, says airlines have become an oligopoly.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenheimer's chief investment strategist, says he's still bullish on U.S. equities and the Asia region. Also, Bloomberg's Max Chafkin tells Pimm and Lisa why Google has never had to worry about financial disciple until now. Finally, Maxime Sbaihi, a Euro-area economist for Bloomberg Intelligence, discusses the ECB rate decision and its impact on markets.See omnystudio.com/listener for privacy information.

Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz talk to Max Nisen, a Bloomberg Gadfly columnist, about pharma and biotech stocks sinking after Donald Trump's tweet to "bring down drug prices." Also, Brandon Barnes, senior litigation analyst for Bloomberg Intelligence, discusses why the Dakota Access pipeline owners have a strong chance to reverse the Army Corps of Engineer's refusal to grant the final permit needed. Finally, Shira Ovide, a Bloomberg Gadfly columnist, goes over tech news, including Trump saying SoftBank will create 50,000 jobs in the U.S.See omnystudio.com/listener for privacy information.

John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct professor at Columbia University's School of International and Public Affairs, about the impact of civil unrest on markets. Also, Arthur Kroeber, a fellow of the Brookings-Tsinghua Center for Public Policy, says the U.S. has more to lose in a trade war with China than China. Finally, Shelly Banjo, a Bloomberg Gadfly columnist, discusses why retailers should fear Amazon's push into grocery stores.See omnystudio.com/listener for privacy information.

Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lananh Nguyen, a Bloomberg FX reporter, says Wall Street analysts are writing "bold and funny" notes to engage more readers. Also, Marcus Ashworth, a Bloomberg Gadfly columnist covering European markets, discusses the Italian referendum and its impact on banks and Euro markets. Finally, Brown Brothers Harriman's Marc Chandler, tells Pimm Fox and Lisa Abramowicz why the Euro didn't sell off more after the referendum.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector is overbought. Also, Algebris Investments' Alberto Gallo talks about the ECB and whether it will be tapering its bond purchasing program. Finally, Shelly Banjo, a columnist for Bloomberg Gadfly, gives an outlook for Starbucks after CEO Howard Schultz's announcement that he's stepping down.See omnystudio.com/listener for privacy information.

Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 jobs in Indiana. Then, Eric Marshall, president of Hodges Capital Management, tells hosts Pimm Fox and Lisa Abramowicz what to look for in small-cap stocks. Also, Greg Stento, managing director of Harbourvest, gives an outlook for private equity and venture capital. Finally, Kevin Tynan, Bloomberg Intelligence's senior auto analyst, discusses how good the November auto sales were and whether they can last.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Max Abelson and Justin Sink about Donald Trump's latest cabinet appointments and how Steven Mnuchin's elite background makes him a surprising pick for Treasury Secretary. Then, Joe Light, a Bloomberg government reporter, discusses how Fannie Mae and Freddie Mac shares have soared following Mnuchin's comments on privatizing the two. Also, Jason Schenker, the president of Prestige Economics, discusses OPEC's agreement to cut output. Finally, Axel Merk, the president and CIO of Merk Investments, says risk assets will suffer under Trump's administration.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Lynn Franco, the director of economic indicators at the Conference Board, about the latest reading of consumer confidence, which reached the highest level since July 2007. Then, Bloomberg News reporter Annmarie Hordern and Rich Pantillo, a senior advisory services analyst at Nasdaq Corporate Solutions, discuss the talks between OPEC producers about freezing or cutting oil output. Also, Chris Ailman, the CIO at the California State Teachers' Retirement System, questions the worth of active management in retirement. Finally, Kathleen Sebelius, the former secretary of Health and Human Services, discusses Donald Trump's appointment of Tom Price to her former position.See omnystudio.com/listener for privacy information.

David Garrity, the CEO of GVA Research, says we could see more advertisers pushing back against fake news on the Internet. Then, Pimm Fox and Lisa Abramowicz talk to Bloomberg Intelligence's Jonathan Tyce about the risks to Italian banks ahead of the Italian referendum. Also, Kun Gao, the co-founder and general manager of Crunchyroll, a streaming service for anime, discusses trends in the anime industry and what Crunchyroll offers its users. Finally, Christian Magoon, the CEO of Amplify Investments, says that extended discount deals have hurt sales for Black Friday and Cyber Monday.See omnystudio.com/listener for privacy information.