Taking Stock

Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where to invest in EM, as the trade war slams markets. Paul Gait, Senior Research Analyst, European Metals & Mining, on how macro factors are causing the metals rout. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on why only trade certainty can help the 10-yr Treasury yield revisit 2%. Hosted by Lisa Abramowicz and Paul Sweeney. 

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank Wilkinson, Bloomberg Opinion editor, and Anna Edgerton, Bloomberg Congressional reporter, on the Trump Administration and Congressional reaction to the mass shootings. Hosted by Lisa Abramowicz and Paul Sweeney. 

Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil markets plunging on new China tariffs. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the Fed, yield curve, and the economy. Becky Frankiewicz, president of ManpowerGroup North America, discusses the "pitch perfect" jobs report and hiring landscape. Hosted by Lisa Abramowicz and Paul Sweeney.

Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New Energy Finance, on the solar market and whether U.S. solar is now in an upswing. Hosted by Lisa Abramowicz and Paul Sweeney. 

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on Apple and upcoming media earnings. Craig Trudell, U.S. Autos Team Leader for Bloomberg, on auto earnings and Musk testing the SEC with a new tweet on production.  Stacey Hunter-Harrington, the owner of QUO Active, on the athletic underwear market. Hosted by Lisa Abramowicz and Paul Sweeney.

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The Conference Board’s Lynn Franco on consumer confidence rising in July.  Miller Tabak equity strategist Matt Maley on stock market near record highs

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed decision. Dan Ives, Managing Director and Equity Analyst covering the Technology sector at Wedbush Securities, on tech earnings and what to expect from Apple. Max Nisen, Bloomberg Opinion health care columnist, on why the Pfizer-Mylan combo solves two problems with one deal. Terrell Gates, CEO of Virtus Real Estate Capital, an Austin-based private equity firm, on which commercial real estate investments are more immune to downturns. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz.) 

Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire Sprint. Donny White, CEO and Founder of Satisfi Labs, on how AI is being used in stadiums and on Broadway. Scott Wren, Senior Global Equity Strategist for Wells Fargo Investment Institute, on why it’s a "show-me" market going forward. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the consumer's strong showing in the economy. 

David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses the Mueller hearing. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on the ECB and why Mario Draghi needs to explain what happened at Monte Paschi. Hosted by Lisa Abramowicz and Paul Sweeney.

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor and Robert Mueller's former Special Assistant at the DOJ, on what to expect from the Mueller hearings. Constance Hunter, Chief Economist at KPMG, on why the sluggish housing market is a puzzle for the Fed. Therese Raphael, Bloomberg Opinion editor, on Boris Johnson winning the Tory vote to be the next UK Prime Minister.

Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the escalation in Iran and impact to energy markets. Safi Bahcall, author of the WSJ bestseller Loonshots, on why Branson and Musk have outdone NASA at the crazy thinking that led to the Moonshot 50 years ago. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on why more earnings disappointments are coming for the industrials. Hosted by Lisa Abramowicz and Paul Sweeney.

Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran breaking the nuclear deal, what needs to be done for non-proliferation, and exporting nuclear technology to the middle east.  George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Puerto Rico, PG&E, and the Las Vegas monorail. Hosted by Paul Sweeney and Lisa Abramowicz (Alix Steel filling in for Lisa Abramowicz.)

 Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide discusses NetFlix plunging on falling subscriber growth. Gad Levanon, Chief Economist: North America at the Conference Board, on the Leading Economic Index falling.

Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg Intelligence senior financial analyst Alison Williams discusses Bank of America Earnings. Don Steinbrugge, chief executive officer of hedge fund consultant Agecroft Partners, on markets near all-time highs.

Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve Silver, President and COO of Krasdale Foods, on the NYC food market, the latest trends in the grocery space, and the Amazon effect. Evan Clark, Deputy Managing Editor for WWD, on Amazon Prime Day and their work strike, and retail sales. Yalman Onaran, Senior Finance Writer for Bloomberg, on bank earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to consider. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why more stimulus may be a bridge to nowhere. Tom Orlik, Chief Economist for Bloomberg Economics, on why we could expect more weakness out of China. Matt Jozwiak, former Eleven Madison Park chef and now head of the Brooklyn-based nonprofit Rethink on the economic cost of food waste. Hosted by Lisa Abramowicz and Paul Sweeney. 

Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Economist Carl Riccadonna discusses Producer Prices Increasing More Than Forecast in June. Bloomberg News Reporter Spencer Soper Previews Amazon's Prime Day.

Peter Tchir, Head of Macro Strategy at Academy Securities, discusses his outlook for markets, the Fed, and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney. 

Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christopher Jasper, transport/aviation reporter for Bloomberg, breaks down the key takeaways. Thomas Siebel, Founder, Chairman and CEO of C3, discusses his new book, "Digital Transformation: Survive and Thrive In An Era of Mass Extinction." Chris Whalen, Chairman of Whalen Global Advisors, on Piper Jaffray buying Sandler O’Neill & Partners LP for $485 million. Bill Studebaker, President and CIO of ROBO Global, discusses the tech arms race between the U.S. and China, and how that has impacted the trade war. Richard Branson Is Taking Space-Tourism Unit Public (Podcast)

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this time. Lakshman Achuthan, Co-Founder and Chief Operating Officer at the Economic Cycle Research Institute and a Bloomberg Opinion columnist, discusses his column: "The Myth of the Tight U.S. Labor Market." Hosted by Lisa Abramowicz and Paul Sweeney.