We Are Being Choked by Regulatory Environment, Stefanski Says
Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker discusses whether Donald Trump will damage long-standing alliances. BNP Paribas' Paul Mortimer-Lee speaks with Pimm Fox and Lisa Abramowicz about rates and the global economy. Finally, Matt Levine, a columnist for Bloomberg View, discusses his column, "Stability Is Good For Business. Trump's Whims Threaten It."See omnystudio.com/listener for privacy information.
2 Feb 201728min
Infrastructure is Useful But Doesn't Change Economy, Dwane Says
Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't change the growth rate of the underlying economy. Bloomberg's John Lippert tells Pimm Fox and Lisa Abramowicz that Ford will have an edge over other automakers in the face of Trump's proposed border tax. Brown Brothers Harriman's Scott Clemons discusses Trump, tariffs and trade economics. Finally, Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's Supreme Court nominee, Neil Gorsuch.See omnystudio.com/listener for privacy information.
1 Feb 201725min
Cushing's Toudouze Discusses Energy 'Renaissance'
Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Management, previews Apple earnings. Max Nisen, a Bloomberg Gadfly columnist covering health care, discusses Eli Lilly and Pfizer earnings, Teva's plunge after patents were invalidated and Donald Trump's meeting with the pharmaceutical industry representatives today. Finally, Patrick Donahue, a German government reporter for Bloomberg in Berlin, discusses Trump adviser Peter Navarro criticizing Germany for exploiting an "undervalued" euro.See omnystudio.com/listener for privacy information.
31 Jan 201727min
Bannon's Addition to NSC Raises Questions, Bloomfield Says
Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve Bannon to the National Security Council and demote the director of National Intelligence and the chairman of the Joint Chiefs of Staff raises questions. Gerardo Rodriguez, a managing director and money manager at BlackRock Financial Management, discusses the outlook for Mexico and the peso in the face of NAFTA restructuring and a proposed border wall. Bloomberg's Shira Ovide speaks with Pimm Fox and Lisa Abramowicz about Trump's immigration ban and plans to overhaul the work-visa programs, and how it could affect technology companies. Finally, Bloomberg's Justin Sink and Nathan Dean discuss migrant policy and Trump's declaration that he will dismantle Dodd-Frank.See omnystudio.com/listener for privacy information.
30 Jan 201727min
U.S. Concrete CEO Sandbrook Expects Big Demand from Border Wall
Bill Sandbrook, CEO of U.S. Concrete Inc., gives an outlook on infrastructure and says a border wall will need a significant amount of concrete. Leonid Bershidsky, a Bloomberg View columnist in Berlin, discusses his column, "Trump Is a Master of Diversion." Bloomberg's Eric Martin talks about deteriorating U.S.-Mexico relations amid a trade and border wall clash. Nancy Havens-Hasty, president and CIO of Havens Advisors, gives an M&A outlook for 2017.See omnystudio.com/listener for privacy information.
27 Jan 201726min
Bloomberg's Orlik Says China to Lose on Trade as U.S. Exits TPP
Bloomberg Intelligence's Tom Orlik discusses how Asia economies will shape up under a U.S.-less TPP and says losing U.S. trade will hurt China. Bob Shanks, CFO of Ford Motor Company, discusses fourth quarter earnings. Peter Andersen, CIO of Fiduciary Trust, talks about his investment strategy in times of uncertainty. Finally, Max Abelson, a finance reporter for Bloomberg, discusses his Businessweek article, "Billionaire Ross Spearheads Trump’s Plan for Rule by the Rich."See omnystudio.com/listener for privacy information.
26 Jan 201728min
Bloomberg's Nocera Says Tom Price's Stock Trades Are Unethical
Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg, discusses why Donald Trump has picked a bad time to push for new U.S. auto factories. Bloomberg Gadfly's Tim Culpan discusses Foxconn Technology's plans for a U.S. plant that might create 30 thousand to 50 thousand jobs. Finally, Ron Williams, the chairman and CEO of RW2 Enterprises, discusses how the millennial generation will steer an $18 trillion economy.See omnystudio.com/listener for privacy information.
25 Jan 201727min
P&L: New Border Taxes Are Biggest Risk to Canada, Wingrove Says
Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramowicz about McDonald's earnings and seismic shifts in restaurant demographics. Lawrence Golub, CEO of Golub Capital, discusses the outlook for markets. Finally, Jennifer Jacobs, Bloomberg's senior political correspondent, discusses today's political news: President Trump's plan to end trade deals, meeting with Dow Chemical and labor leaders and Sean Spicer's statements on crowd size.See omnystudio.com/listener for privacy information.
23 Jan 201727min
