Taking Stock

Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of private equity in a volatile market. Linda Kirkpatrick, President of US Issuers at Mastercard, on consumers embracing contactless payments. Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intelligence, on Uber buying GrubHub. Hosted by Paul Sweeney and Lisa Abramowicz.

Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the perfect storm in emerging markets. Christopher Condon, U.S. Economy reporter, on the reshaping of the scarred and scared American consumer. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses Marriott earnings, and how coronavirus is impacting the hospitality sector. 

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey Piegza, Chief Economist at Stifel, on widespread job losses caused by the shutdown. Hosted by Lisa Abramowicz and Paul Sweeney.

Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what capital markets are waiting on to start the deal making. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the shortfalls in models. Hosted by Lisa Abramowicz and Paul Sweeney. 

Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, discusses his story: "Layoffs Start Turning From Temporary to Permanent Across America."

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.

Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals columnist, on Berkshire-Hathaway's annual meeting and Warren Buffett's strategy for the company's cash pile. Eddie Perkin, Chief Equity Strategist for Eaton Vance, on the uncertain future for markets. Poonam Goyal, Senior U.S. retail analyst for Bloomberg Intelligence, on J. Crew filing for bankruptcy.

Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple earnings, and the dim outlook for ride-hailing companies. Dr. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threadneedle Investments, on outlook for the markets and economy. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Nany Pelosi seeing $1 trillion stimulus for states and cities.

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham & Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.

Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, discusses why she wants clients to avoid S&P indices and to actively manage stock picks. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Google, Facebook and Big Tech earnings. Brooke Sutherland, Bloomberg Opinion Industrials columnist, on the stark reality for Boeing.

Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the oil crisis will spill over into midstream companies. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on why he's adding out-of-favor sectors on weakness. Max Nisen, Bloomberg Opinion Health Care columnist, with a coronavirus update, and a look at Big Pharma earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanford Institute for Economic Policy Research (SIEPR), discusses his research on the productivity pitfalls of working from home. Tom Orlik, Chief Economist for Bloomberg Economics, on why a $6 trillion recession is an optimistic scenario. James Sinclair, CEO of Enterprise Alumni, an HR tech company, on how companies are mobilizing their entire workforce now - including those that have either left or retired - to prepare for reopening the economy.

Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial flop, and which companies have the most promising vaccines. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on oil markets and why many players will go bankrupt. Michael Hirtzer, agriculture reporter for Bloomberg, discusses why some farmers are killing their pigs.

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies should still give dividends. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets becoming used to the bad news. Sam Hendel, President of Levin Easterly and Founder of Dataminr, on why he's following the 2008 playbook and how AI is being used in the battle against the coronavirus.

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at Gainesville Coins, on impact of the coronavirus on gold and other precious metals. Sameer Samana, Senior Global Market Strategist at Wells Fargo Investment Institute, on markets and the bottoming-out process. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on what Delta's cash burn signals for other airlines.

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the yield curve. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on the mixed bag in emerging markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses LIBOR vs SOFR, and the flight to Treasuries.

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is impacting global markets. Will Rhind, CEO of GraniteShares, discusses gold as a safe haven.

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, with his latest market insights. Mark Douglas, CEO of Steelhouse, on why every day is Black Friday for those who can afford it. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the largest index decline in its 60-yr history.

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation. 

Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisors, on stock picks to ride out the storm. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses dismal retail sales. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on bank earnings and outlook.