Taking Stock

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses Trump's fraudulent election claims, stimulus, and central banks. Tai Lopez, Executive Chairman of Retail Ecommerce Ventures (REV), on their business model of acquiring distressed retail brands and relaunching into the online retail marketplace. Sarah Ponczek, Bloomberg cross-asset reporter, on oil breaking out and the reflation trade. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on how the 60-40 investment strategy is evolving. Hosted by Paul Sweeney and Vonnie Quinn. 

Wanda James, founder and CEO of Simply Pure Dispensary, discusses the national trend to legalizing recreational marijuana. Jim Paulsen, Chief Investment Strategist of The Leuthold Group, on why positive forces will keep the U.S. economic recovery on track. Jeylan Mammadova, Global Sector Lead for Healthcare for Third Bridge, discusses her outlook for the Pfizer vaccine and other covid treatments. On Veteran's Day, Toby Harshaw, National Security writer and Bloomberg Opinion editor, discusses how the military will look under President Biden. Hosted by Paul Sweeney and Vonnie Quinn. 

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump's firing of Defense Secretary Esper, and the decapitation of the defense department. June Grasso, Bloomberg Legal Analyst and Host of Bloomberg Law, on Obamacare facing a Supreme Court showdown. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on the Pfizer vaccine and the covid explosion across the U.S. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why vaccine and fiscal stimulus are a recipe for bear steepening.

Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on the big day for the banks. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the importance of the Georgia runoff and his current strategy post-election. Thomas McLoughlin, Head of Americas Fixed Income at UBS Global Wealth Management, on bond markets after positive vaccine and election news. Hosted by Paul Sweeney and Vonnie Quinn. 

Tom Gimbel, CEO of global staffing company LaSalle Network, on the jobs report and the hiring landscape. Eddie Perkin, Chief Equity Investment Officer at Eaton Vance, on impact on markets and the growth-value debate. Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Biden’s Lead Is Bittersweet For America’s Allies." Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on how the exponentially rising covid cases will soon overwhelm health care workers. Hosted by Paul Sweeney and Vonnie Quinn. 

Marvin Loh, Global Macro Strategist at State Street, on what to expect from the Fed, as the likelihood of a split government dampens stimulus expectations. Kate Barton, Global Vice Chair of Tax at EY, discusses the reversal in tax strategies as the Blue Wave doesn't materialize. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on U.S. states gearing up for a legal pot boom, as cannabis ballot measures pass in 5 more states. Joshua Green, Bloomberg Businessweek columnist, discusses his story: "Trumpism Is Here to Stay, No Matter Who’s in the White House." Hosted by Paul Sweeney and Vonnie Quinn. 

Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets and his current election outlook. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, discusses how the election has impacted her outlook for the economy, and a preview of the FOMC. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on the election results. Hosted by Paul Sweeney and Vonnie Quinn. 

Kristina Hooper, Invesco Chief Global Market Strategist, on election scenarios and avoiding fear-driven decisions. Wendy Schiller, Chair of Political Science at Brown University, on why the election is tighter than many think. Nick Colas, co-Founder of DataTrek Research, on sector strategies surrounding the election. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what bond markets are signalling. Hosted by Paul Sweeney and Vonnie Quinn. 

Jim Bianco, Founder and President of Bianco Research, on how bond markets pricing in the election. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how to prepare for a likely contested election. Jonathan Bernstein, Bloomberg Opinion politics reporter, discusses his column: "Tomorrow Won't Be a Normal Election Day." Dr. Akshat Rathi, Bloomberg Green climate reporter, on what the U.S. election means for climate action. Hosted by Paul Sweeney and Vonnie Quinn. 

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, discusses his column: "U.S. May Need France-Like Lockdowns to Beat Covid." Laura Martin, Senior Media Analyst at Needham & Co., breaks down all the Big Media earnings. Dominic Nolan, Senior Managing Director at Pacific Asset Management, discusses how the global demand for yield is tightening spreads. Sarah Ponczek, Bloomberg cross-asset reporter, on the charts that are spooking Wall Street. Hosted by Paul Sweeney and Vonnie Quinn. 

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on his investment strategy and outlook for fixed income markets. Constance Hunter, Chief Economist at KPMG, on GDP and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on Big Media's hearing and outlook for FAANG earnings. Stephanie Baker, Senior Writer for Bloomberg, discusses her Businessweek story: "Operation Warp Speed Could Shape Up to Be an $18 Billion Bargain." Hosted by Paul Sweeney and Vonnie Quinn (Lisa Abramowicz filling in for Vonnie Quinn.) 

Jim Anderson, CEO of SocialFlow, on the Senate hearing with Facebook, Boogon Big Media's protection from legal liability for user content. Gina Martin Adams, Chief Equity Analyst for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on what's behind the market sell-off. Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Big Tech regulation and what to expect in earnings this week. Hosted by Paul Sweeney and Vonnie Quinn. 

Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, talks about supply and the Libor transition. John Authers, Bloomberg Markets Senior Editor, walks through his column "Covid Fear Is Back and Driving Markets Again." And Jeylan Mammadova, Global Sector Lead for Healthcare at Third Bridge, shares earnings insights on top pharma firms Pfizer, Merck, Sanofi and GSK. Hosts: Vonnie Quinn and Paul Sweeney. Producer: Doni Holloway.

John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international growth. Sarah Ponczek, Bloomberg cross-asset reporter, on the stay-at-home trade re-emerging over virus concerns. Craig Johnson, President of Customer Growth Partners, with their annual holiday retail forecast. Hosted by Paul Sweeney and Vonnie Quinn.

Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than $5 Billion." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Gilead's Remdesivir getting FDA approval as a covid-19 treatment. David Yaffe-Bellany, Bloomberg Washington legal reporter, on the big legal threats President Trump will face if he loses the election and no longer has the DOJ to protect him. Hosted by Paul Sweeney and Vonnie Quinn. 

Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued challenges facing the business community in the midst of COVID-19. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airlines results. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to glean knowledge from market experts. Hosted by Vonnie Quinn.

Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Google Should Learn From Microsoft’s Tough Lesson." Peter Andersen, Founder of Andersen Capital Management, LLC, on enduring stocks that can weather any election outcome. Damian Sassower, Chief Emerging Markets Credit strategist for Bloomberg Intelligence, on the increased fiscal vulnerability of developing nations. Hosted by Vonnie Quinn.

Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, producer and World Trade Center real estate mogul, on how Broadway will be shuttered until May of 2021 and how NYC can’t survive without the arts. Tropical Smoothie CEO Charles Watson discusses their growth during the pandemic, and the commercial real estate landscape for franchises. David Katz, CIO of Matrix Advisors, on markets and his current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn. 

Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted by Paul Sweeney and Vonnie Quinn. 

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.