The 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says
Kevin Tynan, senior auto analyst at Bloomberg Intelligence, says the 2016 car swoon is turning into an uncontrollable skid this year. Tyler Benster, a general partner at Asimov Ventures, and Shamil Hargovan, CEO of Wiivv, discuss the annual 3D Printing Conference in NYC, the biggest 3D trends and using 3D printing to manufacture goods in the U.S. Then Cass Sunstein, a Bloomberg View contributor and the Robert Walmsley University Professor at Harvard Law School, discusses his new book, "#Republic: Divided Democracy in the Age of Social Media." Finally, Anand Srinivasan, the senior semiconductor and hardware analyst at Bloomberg Intelligence, discusses Intel's plan to buy Mobileye for $15.3 billion.See omnystudio.com/listener for privacy information.
13 Mar 201729min
NAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says
Michael Froman, a former U.S. trade representative and distinguished fellow at the Council on Foreign Relations, discusses the future of global trade, TPP and renegotiating NAFTA. Axel Merk, president of Merk Investments, discusses the economic recovery and why the Fed is behind the curve. Joe Mysak, an editor for the Bloomberg Briefs Municipal Market newsletter, says Illinois' revenue is experiencing a February freefall. Finally, Ian Wishart, a European government reporter at Bloomberg, says the E.U. is taking a hard line towards Theresa May on Brexit talks.See omnystudio.com/listener for privacy information.
10 Mar 201726min
Dodd-Frank Repeal Won't Happen This Year, Nathan Dean Says
Bloomberg Intelligence's Nathan Dean says key Republicans are turning away from rolling back Dodd-Frank and turning towards easier things to tackle. Richard Conn, a managing partner at Eurasia Advisors, discusses the selection of Jon Huntsman as U.S. ambassador to Russia. David Garrity, CEO of GVA Research, discusses Alphabet's push into android messaging. Finally, Noah Smith, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz why the border tax isn't the biggest Republican tax idea.See omnystudio.com/listener for privacy information.
9 Mar 201727min
Should the Real Price of Oil Be $20 a Barrel? Smead Asks
Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U.S. border tax will make most automakers unprofitable and lead to job losses. Bill Sandbrook, CEO of U.S. Concrete Inc., discusses the process of submitting proposals to build Trump's border wall. Finally, Tom Tucci, the head of U.S. treasury trading at CIBC World Markets, says tax policy will drive the next leg of the market.See omnystudio.com/listener for privacy information.
8 Mar 201727min
Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says
In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration ban on tourism and what it means for employee recruitment by tech companies. Also, Bloomberg Intelligence's Brian Rye discusses the GOP's new health-care proposal. Then, Boston Pops conductor Keith Lockhart discusses the future of classical music and the importance of arts funding. Finally, Tom Faust, CEO of Eaton Vance, discusses his firm's sponsorship of the Boston Pops fireworks.See omnystudio.com/listener for privacy information.
7 Mar 201730min
Eric Balchunas on How Important Fees Are to Fund Performance
Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Municipal Market, tells Pimm Fox and Lisa Abramowicz what higher rates mean for the municipal market. Cathy O'Neil, a mathematician and Bloomberg View contributor, discusses her column "In The World of Big Data, More Isn't Always Better." Finally, Hector Barreto, the chairman of the Latino Coalition and the former U.S. Small Business Administrator, discusses how the Latino community is reacting to the immigration crackdown and gives an outlook for business owners.See omnystudio.com/listener for privacy information.
3 Mar 201727min
Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says
Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and chief investment strategist of Mainstay Capital, discusses markets and investments, the Fed and his current stock picks. Max Nisen, a Bloomberg Gadfly columnist, discusses Roche's successful patient study on its breast cancer drug and the outlook for Valeant. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses the Trump administration's proposal to slash the EPA's budget by 25 percent.See omnystudio.com/listener for privacy information.
2 Mar 201726min
WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says
Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane, a global strategist at Allianz Global Investors, discusses Donald Trump's speech to the joint session of Congress. Bloomberg Intelligence's Paul Sweeney discusses Snap's IPO. Finally, Bloomberg's Erik Schatzker discusses the management shake-up at the world's biggest hedge fund, Bridgewater, as Ray Dalio steps down as interim co-CEO and co-CEO Jon Rubenstein exits after 10 months on the job.See omnystudio.com/listener for privacy information.
1 Mar 201725min
