Taking Stock

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put on hold for investigation. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on Amazon and mall operator Simon Property Group in talks to turn mall space into data centers. Hosted by Paul Sweeney and Vonnie Quinn.

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam, as well as other China officials. Mike McKee, International Economics & Policy Correspondent for Bloomberg, dissects the jobs report. Hosted by Paul Sweeney and Vonnie Quinn.

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential for economic collapse. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why markets don't care if the economy stinks. Hosted by Paul Sweeney and Vonnie Quinn.

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on Teladoc buying Livongo in an $18.5 billion bet on the future of virtual health care. Hosted by Paul Sweeney and Vonnie Quinn.  

Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "Big Tech Wants You to Believe in a Skills Gap." Andy Browne, Editorial Director for Bloomberg New Economy, on China media branding Trump's TikTok actions a "smash and grab." Hosted by Paul Sweeney and Vonnie Quinn.

Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor fall period for auto sales. Robert Thompson, CEO of Clinical Reference Laboratory, on receiving FDA emergency use authorization for their covid at-home-saliva test. Adam Blumenfeld, CEO of Varsity Brands, discusses how they have adapted their school-centric business to manage the pandemic. Hosted by Paul Sweeney and Vonnie Quinn. 

Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his column: "Bonds Are Sending the Right Signals Now." Reade Pickert, Bloomberg economy reporter, on personal income dropping as one-time stimulus boost fades. Mark Douglas, CEO of Steelhouse, on why Google's revenue miss signals bigger problems. Hosted by Paul Sweeney and Vonnie Quinn.  

Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Washington Post column: "We Need a Covid-19 Reset. So We Developed a Comprehensive Plan to Do Just That." Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on whether tech companies will face the music on regulation. Hosted by Paul Sweeney and Vonnie Quinn. 

Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his column: "The Fed Needs to Focus on Employment." Jennifer Rie, Senior Antitrust Litigation Analyst for Bloomberg Intelligence, discusses today's Big Tech antitrust hearing before the House. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, on why he's reducing credit exposure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on prolonged woes for GE and Boeing. Hosted by Paul Sweeney and Vonnie Quinn. 

Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on gold's strength, and why bitcoin is heading higher. Rania Sedhom, Managing Partner of Sedhom Law Group, answers the question: if employees get sick with Covid-19 when they return to work, are employers liable? Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on what to expect from the Fed meeting. Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on McDonalds and Starbucks earnings, and the restaurant landscape. Hosted by Paul Sweeney and Vonnie Quinn. 

Kit Juckes, Chief FX Strategist for Societe Generale, on the dollar drop and gold frenzy. Jonathan Bernstein, Bloomberg Opinion politics columnist, discusses the stimulus outlook and his recent column: "Republican Disarray May Doom the Relief Bill. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses Russia's increased aggression. Leland Miller, CEO of China Beige Book, to discuss the US-China tensions and outlook for the trade deal. Hosted by Paul Sweeney and Vonnie Quinn. 

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Covid-19 Has the Power to Break the Sports World. Stephen Dover, Head of Equities at Franklin Templeton, on global equities and why supply chains will shift back to the midwest. Jane Rosenthal, Tribeca Enterprises and Tribeca Film Festival co-founder and CEO, on their summer drive-in series and how the film industry is managing the pandemic. Andy Browne, Editorial Director for Bloomberg New Economy, on the politics behind the amped up U.S.-China tensions. Hosted by Paul Sweeney and Vonnie Quinn. 

Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on American Airlines using their brand as collateral to secure a $1.2 billion loan. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on what needs to happen for stocks to keep momentum. Sarah Halzack, Bloomberg Opinion consumer columnist, on her column: Clothing Stores' Devastation Has Only Just Begun. Hosted by Paul Sweeney and Vonnie Quinn. 

Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for Bloomberg, on the U.S. shutting down the China embassy in Houston, as tensions escalate. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on Trump's Fed nominations moving closer to joining the Fed board. Fred Cannon, KBW Global Director of Research, to discuss their new KBW Restoration Index and what it's saying about the economy. Hosted by Paul Sweeney and Vonnie Quinn. 

Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-listing in Asia. Matt Hawkins, CEO of Entourage Effect Capital, a cannabis-only VC firm, on how PE and VC capital are the only options for many cannabis companies burning thru capital. David Harden, president and CIO of Summit Global Investments, discusses his current investment strategy and stock picks. Hosted by Paul Sweeney and Vonnie Quinn. 

Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals Team Leader Brendan Case talks about U.S. Airlines facing the end of business travel as they knew it. Frank Wilkinson, Bloomberg Opinion editor, walks through his column "The War on Masks Is Another Lost Cause. Bloomberg Intelligence analyst Scott Levine breaks down Halliburton and Schlumberger earnings. Hosted by Paul Sweeney and Vonnie Quinn.

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Gen-Z's adoption of volatility in stock trading. Laura Davison, Bloomberg Congressional tax reporter, on U.S. virus relief set to vanish in a series of fiscal cliffs. Everett Millman, precious metals specialist with Gainesville Coins, on how the save haven bid for gold is offsetting jewelry demand destruction. Tara Lachapelle, Bloomberg Opinion media columnist, on why everyone is still a distant second to Netflix. Hosted by Paul Sweeney and Vonnie Quinn. 

Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent, on the massive Twitter hack, and hackers trying to steal UK vaccine research. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses value vs. growth investing, and how Big Tech drives markets from overseas revenues. James Bacchus, former Chairman of the Appellate Body of the World Trade Organization and professor of Global Affairs at the University of Florida, on why national security is no longer a Trump card in trade disputes. Author Michael Schuman, Bloomberg Opinion columnist, discusses his column, "Yes, Companies Can and Will Decouple From China." Hosted by Paul Sweeney and Vonnie Quinn. 

Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and oil markets. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on why the surge in streaming is unlikely to soothe the media horror show screams. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and why the residential mortgage market will make a killing this year. Hosted by Vonnie Quinn and Paul Sweeney. 

Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and advertising, as the sports shutdown takes a toll. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Max Nisen, Bloomberg Opinion biotech and health care columnist, on coronavirus antibodies and the rising covid death rate in the U.S. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the faltering demand for air travel. Hosted by Paul Sweeney and Vonnie Quinn.