Taking Stock

Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethwait, Editor-In-Chief for Bloomberg News, discusses his column, "The Virus Should Wake Up the West." Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on risks in the credit markets and his current investment strategy.

Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discusses why OPEC cuts won’t be enough to cope with the global demand shock.

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remote workforce. Billy House, Bloomberg Congressional reporter, on the showdown brewing between Senators McConnell and Schumer over small business aid.

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans think the stimulus checks won't sustain them for a month. Tae Kim, Bloomberg Opinion technology columnist, on why concerns for Zoom are overblown.

Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.

James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.

Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romneycare and Obamacare, discusses his Washington Post op-ed: "An Enormous Surge in Uninsured Sick People Is Coming. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on President Trump invoking the Defense Production Act on 3M to make more masks. Tim O’Brien, Senior Columnist for Bloomberg Opinion, discusses his column, "$350 Billion Won’t Save U.S. Small Businesses."

Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest stock buying opportunities in the last 50 years. Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on jobless claims. Andy Browne, Editorial Director for Bloomberg New Economy, on reports that China masked data on coronavirus deaths. Hosted by Lisa Abramowicz and Paul Sweeney.

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Freedman, CEO of luxury real estate firm Brown Harris Stevens, Inc., on navigating residential real estate during covid-19. Alex Webb, Bloomberg Opinion technology columnist on why your Amazon delivery will get more expensive. 

Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.

Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.

Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets and the dollar. Adam Levitin, Georgetown Law Professor and former special counsel to the Congressional Oversight Panel of TARP, on how to get money to small businesses fast. Bloomberg stocks editor Dave Wilson, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss market drivers and the record 3.3 million jobless claims.

Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health professor at George Washington University, and former Health Commissioner for Baltimore, discusses the health impact of President Trump's plan to reopen the economy by Easter. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on seeing the beginning phases of a market bottom. Aaron Dunn, Co-Director of Value Equity Investing and portfolio manager at Eaton Vance, discusses gaming out the other side of the coronavirus impact.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, on today's equity bounce and where the bottom is. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his recent column: "A Look at Economies and Markets After Covid-19." Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on the housing market and the mortgage melt-down. Hosted by Lisa Abramowicz and Paul Sweeney

Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for companies and municipalities. Kit Juckes, Global Fixed Income Strategist for Societe Generale, discusses the mad scramble for dollars. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are navigating the coronavirus to preserve wealth.

Brooke Sutherland, Bloomberg Opinion industrials columnist, on her new column: "Want Ventilators? Roll Back Trump’s Tariffs." Meghan L. O’Sullivan, Professor of International Affairs at Harvard’s Kennedy School, former National Security Council advisor, and a Bloomberg Opinion columnist, discusses the oil market plunge, and the Russia-Saudi relationship. Peter Andersen, Founder of Andersen Capital Management, LLC, on how to keep sane in the market sell-off. Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, and Bloomberg stocks editor Dave Wilson, discuss the Fed enhancing swap lines with central banks, and today's market drivers.

Samara Cohen, Head of iShares Global Markets at BlackRock, on what’s happening in the ETF trading complex. Bart Van Ark, Chief Economist at the Conference Board, on the February Leading Economic Index, and outlook for the U.S. economy. Steven Dennis, Bloomberg Senate reporter, on the Senate passage of the House coronavirus bill, and other legislation ahead. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on why a Fed intervention in corporate bonds could be effective.

Jim Bianco, President and Founder of Bianco Research, discusses the dysfunction in credit markets. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), on shopping-center owners urging Trump to provide relief. Josh Wingrove, Bloomberg White House reporter, discusses the border shutdown with Canada. Dr. Paul Goepfert, professor in the Division of Infectious Diseases at the University of Alabama, Birmingham and also Director of the Alabama Vaccine Research Clinic, on the outlook for coronavirus infection in the U.S. Hosted by Lisa Abramowicz and Paul Sweeney.

Andy Slavitt, Former Acting Administrator for Medicare and Medicaid Services, on asking Americans to stay home, and upcoming strain on the U.S. health care system. Peter Tchir, Head of Macro Strategies at Academy Securities, on why he would put a little risk on. Gaurang Shastri, Managing Director and Head of Lincoln Internationals’ North American Logistics & Transportation, on impact of coronavirus on ports and supply chains. Max Nisen, Bloomberg Opinion health care columnist, on the coronavirus hospitalization rate.

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses markets, bottom for tech, and changes to consumer behavior. Max Nisen, Bloomberg Opinion health care columnist, with a coronavirus testing update.