Taking Stock

Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the health of the middle market. We also have John Authers, Bloomberg Senior Editor for Markets and a Bloomberg Opinion Columnist, on the latest Brexit news and updates. Also joining in on the conversation is Charles Massimo, CEO of CJM Wealth Management and Founder of Autism Communities, on the financial impact of autism, and their upcoming fundraiser. And joining in studio is Joe Brusuelas, Chief Economist at RSM, on RSM’s GDP forecast and his predictions for the U.S. economy. Hosted by Lisa Abramowicz and Paul Sweeney.

Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB Americas, discusses the low interest rate environment, and the view from Eurozone banks. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the importance of White House security clearances. Sarah Ponzcek, Bloomberg cross-asset reporter, on Blue Apron's crash and what it means for unicorn IPOs. Hosted by Lisa Abramowicz and Paul Sweeney. 

Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing on CEO Elon Musk's tweets. Bill Rouhana, chairman and CEO of and Chicken Soup for the Soul Entertainment (CSS) discusses their new joint venture with Sony Pictures Television: ad-supported streaming video network “Crackle Plus." Kate Gorman, Founder and CEO of Fort Mason Games, on developing social mobile games targeting women, the mobile gaming landscape, and their new "scratch-off" lottery app. James Fallon, Editorial Director of Women's Wear Daily, discusses how men are wearing fewer suits and how retailers are adapting. Hosted by Lisa Abramowicz and Paul Sweeney. 

Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomberg Opinion columnist, discusses what will drive oil prices higher. Rajat Gupta, Ex-CEO of McKinsey & Co., discusses his new memoir, "Mind Without Fear," detailing his life from the boardroom into prison after being found guilty of insider trading. Sandy Cockerell, Deloitte Global CFO Program Leader, discusses the findings from the  Q1 CFO Signals report which is signaling preparations for a downturn by the countries CFOs. Hosted by Lisa Abramowicz and Paul Sweeney. 

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "Fintech, Small Business & the American Dream." Annie Massa, asset management reporter for Bloomberg, on BlackRock launching a sweeping overhaul to boost growth. Former FCC Commissioner Meredith Attwell Baker, current CEO of CTIA, discusses their new report how the US has surged ahead in 5G readiness and is now running neck & neck with China. Hosted by Lisa Abramowicz and Paul Sweeney. 

Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a Bloomberg Opinion columnist, peeks under the hood of Saudi Aramco. Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome, and China trade talks. Colin Morris, Director of Adobe Analytics, on how consumers are interacting with their smart speakers and voice assistants. Hosted by Lisa Abramowicz and Paul Sweeney. 

Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook.  Kate Moore, Managing Director, Chief Equity Strategist for BlackRock and a member of the BlackRock Investment Institute (BII), discusses markets and current investment strategy.  Erin Gibbs, Equities Portfolio Manager, S&P Investment Advisory Services, on health care stocks getting pummeled in the wake of Trump's renewed push to eliminate Obamacare. Matthew O'Connor, Dean & Professor of Finance at Quinnipiac's School of Business, is joined by two students to discusses this year's forum and their student investor program.  Broadcasting live from the 9th annual Quinnipiac G.A.M.E. Forum in NYC.  Hosted by Lisa Abramowicz and Paul Sweeney.

Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever.  Melissa Reagen, Head of Research at Nuveen Real Estate, discusses their new study on urbanization and why it'san investing strategy, and an overview of the real estate market. Brendan Brown, Senior Fellow at the Hudson Institute and Publisher of the newsletter "Monetary Scenarios", discusses the Brexit crisis and his global monetary viewpoint. Henry Goldman, government reporter for Bloomberg at New York City Hall, on the prospects for congestion pricing in Manhattan. Hosted by Lisa Abramowicz and Paul Sweeney.

Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn Tastad, P&G North America Group President, on equality and diversity in the workplace. Ali Noorani, National Immigration Forum Executive Director, on how business leaders are navigating the immigration clampdown and the rise of nationalism.  Jake Schwartz, Co-Founder and CEO of General Assembly (GA), on closing the skills gaps for individuals and companies. 

Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe.  John Lavelle, President & CEO, Offshore Wind, GE Renewable Energy, on the offshore wind boom. Paul Browning, President and CEO of Mitsubishi Hitachi Power Systems Americas (MHPSA), on “power to gas” solutions for energy storage, the growing role of hydrogen, and the impact of AI and automation on the industry. Max Nisen, Bloomberg biotech, pharma and health care columnist, on Trump's shift to completely erase Obamacare, including its popular rules protecting pre-existing conditions.

Broadcasting Live from Bloomberg's New Energy Finance Forum in NYC.Pasquale Romano, CEO of ChargePoint, one of the world’s largest charging station companies, on their recent capital raise, and laying the global EV infrastructure.  Sarah Ladislaw, Director and Senior Fellow of the Energy and National Security Program at  CSIS, on U.S. energy policy, the Green New Deal and the nuclear program in the Mideast.  Edgard Capdevielle, CEO of Nozomi Network, discusses cybersecurity trends for industrial control systems, critical infrastructure and new energy. John Authers, Senior Editor for Bloomberg Markets, on global markets and Brexit.   Hosted by Lisa Abramowicz and Paul Sweeney.

Richard Trumka, President of the AFL-CIO, on why the union won’t support the new Nafta/USMCA trade agreement if an early vote is pursued.  Matt Eagan, portfolio manager and co-head of Loomis Sayles’ Full Discretion team, on the inverted yield curve. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, discusses German manufacturing data, Deutsche Bank, and the Euro economy. Internet pioneer Alan Meckler, Managing Partner at Asimov, on the future of quantum computing and 3D printing. Hosted by Abramowicz and Paul Sweeney.

Max Nisen, Bloomberg Opinion health care columnist, on Biogen plunging after the company and its partner Eisai announced it was halting their Alzheimer drug trial. Gad Levanon, Chief Economist: North America at the Conference Board, on the February Leading Index and the Fed decision. Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss the Fed, the fixed income markets and where he sees opportunities.  Chen Grazutis, Apparel and Footwear Analyst from Bloomberg Intelligence, on the valuation for Levi Strauss IPO. Hosted by Lisa Abramowicz and Paul Sweeney. 

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of ConnectOne Bank, on why the U.S. economy and housing market remains strong. David Welch, Detroit Bureau Chief for Bloomberg, on BMW's profit warning, and how Ford Explorer owners are saying their SUVs are making them sick. Michael Rea, RX Savings Solutions, on the Senate hearings on drug prices, and a new partnership with Louisiana Blue Cross Blue Shield. Hosted by Lisa Abramowicz and Paul Sweeney.

John Authers, Senior Editor for Bloomberg Markets, on the Monty Python circus that is Brexit. Brent Bell, VP of Recycling at Waste Management, on how China has stopped accepting our trash. Eric Larcheveque, CEO of Ledger, discusses how Ledger is navigating the bear market, why crypto “nuclear winter” isn’t going to end soon, and their new Bluetooth-enabled hardware wallet. Sarah Frier, technology reporter for Bloomberg, on Instagram's new e-commerce push, and Facebook's regulatory woes. Hosted by Abramowicz and Paul Sweeney (Vincent Cignarella filling in for Paul Sweeney.)

Peter Robison, Bloomberg investigations reporter, and George Ferguson, Senior Aerospace and Airline Analyst for Bloomberg Intelligence, on how Boeing had too much sway in vetting its own jets. Atish Davda, CEO of EquityZen, on Lyft aiming for a valuation near $20 billion in its upcoming IPO. Alan Baum, auto analyst and Principal at Baum and Associates, on Trump calling for GM and the UAW to reopen an Ohio factory. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on how Deutsche Bank and Commerzbank's tie up could spur more of the wrong kind of consolidation in Europe. Hosted by Abramowicz and Paul Sweeney (Vincent Cignarella filling in for Paul Sweeney.)

Joining on today's conversation is Matt Forester, BNY Mellon's Lockwood CIO, on markets and investing. Also joining today is Benedikt Kammel, Bloomberg Senior Editor for Company News, on the latest on Boeing 737 Max news. We also have joining in studio,  Marian Harkin, European Union Parliament Member representing Ireland, discussing  Brexit and the border between Northern Ireland and the Republic. And also joining is Gerrit de Vynck, Bloomberg Technology Reporter, on the latest New Zealand Shooting and the affects it will have on social media giants. Hosts Lisa Abramowicz and Vincent Cignarella

Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits.  We also have John Pearson, CEO of DHL Express, on the business outlook, impact of trade and competing with Amazon. Also in studio is Kristina Hooper, Chief Market Strategist at Invesco, on Brexit, markets and current investment outlook. 

On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes.  Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors and a Bloomberg Opinion columnist, on the bond market, European assets, central banks and Brexit. We also have David Katz, President and CIO of Matrix Asset Advisors, on markets and his current investment outlook. We also have Lawrence Gasman, Founder and President of Inside Quantum Technology, can speak on Quantum Technology and investments. Lastly Kristine Owram, Bloomberg Reporter on Cannabis, discusses Peltz joining Aurora as a strategic advisor. Hosted by Abramowicz and Paul Sweeney. 

Joining in studio is Max Nisen, Bloomberg Opinion Pharm and Health Care Columnist on Health care costs on big companies like Ford. Also joining in studio is Joel Stern, Chairman and CEO of Stern Value Management, on why Trump's policies will help avert a recession for several more years. Another guest in studio is Bradley Tusk, founder and CEO of Tusk Philanthropies, on their national effort to expand mobile voting: Denver will implement Tusk's blockchain-based mobile voting pilot in its May municipal election. And lastly we will have Chad Oviatt, Director of Investments for Huntington Private Banking on markets, sectors and companies.Hosted by Abramowicz and Paul Sweeney.