Taking Stock

Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney and an overview of the digital media sector, which is in sustained transition. Randy Brown, CIO of Sun Life and Head of Investments for Sun Life Investment Management, on the increase in institutional investment in private debt. Ariel Cohen, Senior Fellow at the Atlantic Council, on Iran setting a 60-day deadline for its nuclear deal counterparts to abide by their commitments on oil and banking. Molly Smith, Corporate Finance Reporter for Bloomberg, on the IBM deal, and more big debt deals on the way. Hosted by Lisa Abramowicz and Paul Sweeney.

Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund and a Bloomberg Opinion columnist, on the European Commission cutting growth forecasts. Matt Maley, Chief Equity Strategist for Miller, Tabak & Co., on the China trade deal looming over markets, and the quality of earnings. Chris McCann, CEO, 1-800-FLOWERS.COM, Inc, on the Mother's Day gifting season and company outlook. Dr. Henry Huiyao Wang, founder and president of the Center for China and Globalization, on what's holding back the China trade talks. Hosted by Lisa Abramowicz and Paul Sweeney. 

Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets, as the U.S. amps up pressure on Venezuela and Iran. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how soft commodities have become a macro bet. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump threatening an escalation of tariffs on China. Hosted by Lisa Abramowicz and Paul Sweeney. 

Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, and  Peggy Collins, U.S. Investing team leader, on the annual Berkshire Hathaway meeting and Buffett taking a stake in Amazon. Kristina Hooper, Chief Global Market Strategist at Invesco, on jobs data, central banks, and how different global elections and events could rattle markets. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Fed pick Moore dropping out, the state of the White House and AG Barr.  Hosted by Lisa Abramowicz and Paul Sweeney. 

Susan Lowenberg, President of the Lowenberg Corporation, on the booming commercial real estate market.  Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, with a "halftime report" for earnings season. Elton Kwok, General Manager: Northern California Region at WeWork, discusses the company's business model and the market for shared workspace. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on Tesla planning to raise $2 billion. Hosted by Lisa Abramowicz and Paul Sweeney.

Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify, discusses earnings and why the direct to consumer movement is the future of retail. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the $2 trillion proposed infrastructure plan. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape. Bloomberg Markets AM with Lisa Abramowicz and Paul Sweeney.

For an episode of Bloomberg's podcast Behind the Scenes, Lisa and Paul sat down with "Banker to the World" Bill Rhodes, Chairman of William R. Rhodes Global Advisors, LLC, to talk about his career path, his time in Venezuela, and the advice he gives to students. Subscribe to Behind the Scenes anywhere you listen to podcasts. 

Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and Strategy at the Roosevelt Institute, on why markets alone can't correct the imbalance of income and power in the economy. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Alphabet's revenue miss. Sam Fazeli, Director of Research for Bloomberg Intelligence, on big pharma earnings today: Pfizer, Eli Lilly and Merck & Co. Hosted by Lisa Abramowicz and Paul Sweeney.

Kelly Steckelberg, CFO of Zoom, on going public and the company outlook. Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, to discuss international equities and emerging markets, and what it means for US investors.  Bruce Levine, the Barbara and Edward Netter Professor in Cancer Gene Therapy at the Center for Cellular Immunotherapies at Penn, and co-founder of TMunity, discusses the latest gene therapy technologies, TMunity product pipeline, and acquisition goals. Patrick Clark, Bloomberg hotel reporter, on Marriott expanding its home-sharing business to compete with Airbnb. Hosted by Paul Sweeney and Lisa Abramowicz.

Carl Liebert, President and CEO of AutoNation, on earnings and outlook, and the health of the auto loan landscape. Paul Galvin, head of sustainable construction company SG Blocks, which repurposes shipping containers into living and working environments.  Tom Atteberry, Portfolio Manager for FPA, on the Fed, fixed income, and the economic slowdown. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, and Olivia Zaleski, Bloomberg deals reporter, on Uber's IPO filing and Slack's impending listing. Hosted by Lisa Abramowicz and Paul Sweeney. 

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Intel and discusses the rally in semiconductor stocks. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford and Tesla. Brian Chappatta, Bloomberg Opinion debt columnist, discusses why the Fed should buy muni bonds in the next recession. 

Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors are flocking, and what's driving M&A in the hotel space. Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, on how Occidental's bid for Anadarko compares to Chevron's. Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Opinion, previews what to expect from Tesla earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek Features Editor, on Tesla: investor day, earnings, SEC case and feud with Panasonic. David Loevinger, Sovereign Analyst and China Expert at TCW, and former Senior Coordinator for China at the Treasury Department, on the trade war and broader implications for emerging markets investing. Brian Deese, Global Head of Sustainable Investing at BlackRock, discusses the investment implications for climate-related risks on Earth Day.

Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on Honeywell earnings and outlook for industrials. Jacob Frenkel, former federal prosecutor with an Independent Counsel, now partner at Dickinson Wright, discusses Attorney General Barr's handling of the Mueller report. Kristine Owram, on discuss Canopy Growth Corp. buying Acreage Holdings Inc. for about $3.4 billion, in what would be the first major cross-border cannabis merger. Hosted by Lisa Abramowicz and Paul Sweeney. 

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade reporting delay for corporate bonds could impact the market. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on Johnson & Johnson’s better than expected drug sales, and UnitedHealth raising their outlook. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on how Venezuela sanctions are keeping investors away.  Hosted by Lisa Abramowicz and Paul Sweeney. 

Eben-Novy Williams, Bloomberg sports reporter, on the ripple effect of Tiger Woods winning the Masters. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Citigroup and Goldman Sachs earnings. Laura Davison, Congressional Tax Reporter for Bloomberg, on how most taxpayers felt no benefit from the Trump tax cut. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the China trade deal. 

Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion columnist, on Disney's new video service which undercuts Netflix. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets, the Fed, and the firm's new global outlook. Shira Ovide, Bloomberg technology columnist, on why investors are going to have a hard time valuing Uber.

Jonathan Gruber, Professor of Economics at MIT and the key architect of both Romneycare and Obamacare, and Simon Johnson, Professor of Entrepreneurship at MIT and former chief economist to the IMF, discuss their new book: "Jumpstarting America: How Breakthrough Science Can Revive Economic Growth and the American Dream." RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated, on why he's not worried about the Fed balance sheet. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on Theresa May dragging Europe into Brexit's quicksand. John Butler, Senior telecom analyst for Bloomberg Intelligence, on why T-Mobile's proposed deal to buy Sprint stands on shaky ground.  Hosted by Paul Sweeney and Lisa Abramowicz (Vince Cignarella filling in for Lisa Abramowicz.)

Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before Congress. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, on why investors should follow the money flows. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Uber's IPO and outlook for food delivery ride-hailing apps. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on forex and monetary policy.  Hosted by Lisa Abramowicz and Paul Sweeney.

Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Management, discussing markets and investing. Also joining in on the conversation is Adam Tempkin, reporter covering structured finance for the Bloomberg credit team, on his recent story "Inflated Credit Scores Leave Investors in the Dark on Real Risks". Also, we have Maggie Johndrow, Financial Advisor and Founder of Johndrow Wealth Management, on new tax law changes around alimony and child support, as the April 15th tax deadline approaches. Hosts: Lisa Abramowicz and Paul Sweeney