Fed to Cut Biggest Banks' Capital Hike by Half in Overhaul

Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter, discusses why Sinclair contracts made it too expensive for reporters to quit amidst controversy over pro-Trump scripts. Baroness Helena Kennedy, Labour Party Member at the House of Lords, on outlook for Brexit, and how the UK economy is already feeling the pinch. Jonathan Miller, President and CEO of Miller Samuel, on Manhattan home prices plunging by the most since the recession. See omnystudio.com/listener for privacy information.

3 Apr 201828min

Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war.Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Walmart-Humana makes sense.Jennifer Bartashus, consumer analyst for Bloomberg Intelligence, on a California ruling that will require coffee sellers and retailers like Starbucks to issue cancer warnings.See omnystudio.com/listener for privacy information.

2 Apr 201826min

Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlook and how the US deficit may impact its rating. Michaela Ross, Bloomberg Law technology reporter, on how campaign donations made in bitcoin are raising concerns with finance transparency groups about fraudulent giving.See omnystudio.com/listener for privacy information.

29 Mar 201828min

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising money. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic adviser to President Clinton, on trade war with China, and who stands to win or lose. Max Chafkin, technology reporter for Bloomberg Businessweek, discusses Facebook updating privacy tool, and what to expect from Mark Zuckerberg testifying before Congress. Stephen Rannekleiv, Global Beverages Strategist for Rabobank International, on the growth in online sales of alcohol and who will be the winners, as well as any tariff impacts to the industry.See omnystudio.com/listener for privacy information.

29 Mar 201830min

Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel.Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses his column: "Private Equity? It's More Like Pirate Equity."Chris Hughes, deals columnist for Bloomberg Gadfly, discusses Akzo Nobel selling chemicals unit to PE firm Carlyle for $12.5 billion, and Glaxo buying Novartis' consumer health division for $13 billion.See omnystudio.com/listener for privacy information.

27 Mar 201827min

Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth Graham, President of the Aetna Foundation and former deputy assistant secretary of HHS, to discuss their Healthiest Communities report, and their initiative to address the opioid crisis.  Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, on credit markets, rate hike outlook, and opportunities and risks in high yield. MID MARKET REPORT:  David Dullum, President of Gladstone Investment Corporation (NASDAQ: GAIN), on why this PE fund focuses on lower middle market buyouts, and how BDC's can add more leverage after recent tax law addendum.See omnystudio.com/listener for privacy information.

26 Mar 201828min

Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.See omnystudio.com/listener for privacy information.

23 Mar 201827min

Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity.Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court today for the DOJ lawsuit seeking to block the merger. John Love, President and CEO of USCF, discusses commodities, oil and gas, and how their private equity ETFs have performed.See omnystudio.com/listener for privacy information.

22 Mar 201827min