P&L: Does The Fed Still Matter to Equity Traders?
Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.See omnystudio.com/listener for privacy information.
17 Nov 20166min
P&L: TPP Is Dead, Former Adviser to Bill Clinton Says
Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to tear up NAFTA and TPP. Then, Pimm Fox and Lisa Abramowicz talk to Javier Blas, the chief energy correspondent for Bloomberg, about oil outlook and OPEC dynamics. Also, Lowell Yura, the head of multi-asset solutions at BMO Global Asset Management, discusses why Europe remains the greatest risk to portfolios. Finally, Mark Niquette, a politics and national government reporter for Bloomberg News, says one of the more interesting names being floated around for Trump's cabinet is Ted Cruz for attorney general.See omnystudio.com/listener for privacy information.
16 Nov 201628min
P&L: No Need For More Trade Restrictions, Paul Christopher Says
Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, Shira Ovide, a Bloomberg Gadfly columnist, discusses why Apple is losing its crown as a technology trendsetter. Also, Kartikay Mehrotra, a legal reporter for Bloomberg, talks about the news that Dodge truck owners are suing Fiat Chrysler for emissions cheating. Finally, Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, says that if the Fed wants to remain politically independent, Janet Yellen will say that she will stay as Fed Chair after her term expires in 2018.See omnystudio.com/listener for privacy information.
15 Nov 201626min
P&L: How Donald Trump May Save Banks Billions
Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with Eaton Vance's Eric Stein. Also, Alex Sherman, an M&A reporter for Bloomberg, tells Pimm and Lisa how a Trump presidency could affect deals between China and the U.S. Finally, Eric Ervin, CEO of Reality Shares, gives an outlook for dividend stocks.See omnystudio.com/listener for privacy information.
14 Nov 201626min
P&L: O'Brien on "Trump, the Conflicts-of-Interest President"
Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a government analyst for Bloomberg Intelligence, discusses Trump's plan to dismantle Dodd-Frank. Also, Burt Flickinger, the managing director of Strategic Resource Group, tells Pimm and Lisa why 2017 will be the most troubling year for retail in a decade -- and 2018 will be worse. Finally, author David Bodanis discusses his latest book, "Einstein's Greatest Mistake: A Biography."See omnystudio.com/listener for privacy information.
11 Nov 201626min
P&L: Trump Tends to Aim High, Then Fall Back
Pimm Fox and Lisa Abramowicz talk to Peter Coy, economics editor of Bloomberg Businessweek, about his article, "Trump's Big Challenge: Getting Things Done Without Money." Then, Rick Byrd, CEO and executive chairman of PureAgro, gives an outlook for marijuana legalization and the cannabis industry as an anti-drug GOP controlled government takes power. Finally, Poonam Goyal, senior U.S. retail analyst for Bloomberg Intelligence, talks about how decreasing department store inventories made earnings "less bad."See omnystudio.com/listener for privacy information.
10 Nov 201618min
P&L: How Did The Polls Get it So Wrong?
Pimm Fox and Lisa Abramowicz discuss Donald Trump's surprise victory with Bloomberg News' politics and national government reporter, Mark Niquette. Then, Hilltop Securities' Mark Grant, who correctly predicted a Trump victory yesterday, gives his outlook for bonds. Finally, Bloomberg Intelligence's Carl Riccadonna and Miller Tabak's Matt Maley give a post-election macro look at the equity markets, the Fed and inflation.See omnystudio.com/listener for privacy information.
9 Nov 201636min
P&L: Putin Wants the U.S. Election to Go Wrong, Greeley Says
Mark Niquette, a politics and national government reporter for Bloomberg News, and Bloomberg’s Brendan Greeley, provide U.S. election coverage and perspectives from around the globe. Then, Mark Grant, chief fixed income strategist at Hilltop Securities, predicts that Donald Trump will win the election -- and why that will be positive for stock markets. Also, Pimm and Lisa talk to Jay Rollins, co-founder of commercial real estate firm JCR Capital, about why we are in the top of the commercial real estate bubble. Finally, Adam Bierman, co-founder and CEO of MedMen, discusses how the various marijuana legalization ballot measures being voted on across the country could create a flood of capital into the industry.See omnystudio.com/listener for privacy information.
8 Nov 201626min
