P&L: GOP Is Pushing Trump to Cut Obamacare Benefits
Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal bonds. George Ferguson, senior aerospace and defense analyst for Bloomberg Intelligence, talks to Pimm Fox and Lisa Abramowicz about Trump seeking a larger U.S. nuclear arsenal. Finally, Henley Smith, senior vice president at Vanderbilt Avenue Asset Management, discusses money market concerns.See omnystudio.com/listener for privacy information.
23 Dec 201627min
P&L: Cyberattacks Are the Biggest Threat to the Global Economy
Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading LLC, and Bloomberg's Mike McGlone discuss agricultural commodities. Keri Geiger, a financial crimes reporter for Bloomberg, talks to Pimm Fox and Lisa Abramowicz about Donald Trump's $300 million loan with Deutsche Bank and a possible conflict of interest with his role as president. Finally, Bloomberg's Mike Dorning discusses the news that Trump has named billionaire investor Carl Icahn a special adviser.See omnystudio.com/listener for privacy information.
22 Dec 201623min
P&L: This Holiday May Be the Best in a Decade for Retailers
Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, president of SJ Consulting Group, talks about the complexity of global shipping networks. Also, Bloomberg's Shahien Nasiripour discusses the Obama administration actively seeking loan payments from thousands of former students eligible for a debt-forgiveness program. Finally, Dan Fuss, vice chairman of Loomis Sayles, gives an outlook for rates and bond yields.See omnystudio.com/listener for privacy information.
21 Dec 201626min
P&L: Trump Faces Difficulty in Forming Russia Strategy
Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the Russian ambassador. Then, Pimm Fox and Lisa Abramowicz talk to Billy House, Bloomberg's White House reporter, about Donald Trump picking Mick Mulvaney for director of the Office of Management and Budget. Also, Bloomberg View's Tyler Cowen discusses his column, "Expect Trump's Appointees to Have a Big Impact." Finally, TransUnion's senior director of research and consulting, Nidhi Verma, discusses its 2017 consumer credit market forecast.See omnystudio.com/listener for privacy information.
20 Dec 201628min
P&L: Making America Great Again Will Need a Weaker Dollar
Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to Pimm Fox and Lisa Abramowicz about the news that\u0010Platinum Partners' co-founder has been charged with fraud. Also, Joel Stern,\u0010chairman and CEO of Stern Value Management, discusses growth outlook and interest rates. Finally, Bloomberg Intelligence's Matt Larson says the $14.5 billion in Irish back taxes\u0010that the EU has ordered Apple to pay is just a fraction of Apple's liability.See omnystudio.com/listener for privacy information.
19 Dec 201625min
P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion
Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShares, talks about housing under a Donald Trump presidency and whether the recent trend of foreclosures is here to stay. Also, Constance Hunter, KPMG's chief economist, discusses China's monetary policy and its impact on the economy. Finally, Rob Tricchinelli, senior legal editor for Bloomberg BNA, examines whether Trump's market-moving tweets could trigger SEC oversight.See omnystudio.com/listener for privacy information.
16 Dec 201625min
P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017
Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze next year. Also, Eric Stein, co-director of global fixed income at Eaton Vance, discusses the bond markets and the reaction to the FOMC meeting. Finally, Joe Davis, Vanguard's chief global economist, gives an outlook for the economy under Donald Trump's presidency.See omnystudio.com/listener for privacy information.
15 Dec 201626min
P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks
Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire 25,000 people in the U.S. Finally, BNY Mellon's Marvin Loh discusses the impact of a rate hike and gives an outlook for fixed income assets.See omnystudio.com/listener for privacy information.
14 Dec 201616min
