Taking Stock

Chris Ailman, Chief Investment Officer at CalSTRS, on his current investment outlook and how he views Biden’s infrastructure plan. Shawn Donnan, Senior Trade and Globalization Reporter for Bloomberg, on how millions are tumbling out of the middle class in an historic setback. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the Fed meeting and market risks. Tuna Amobi, Equity Analyst for CFRA Research, on the outlook for Carnival cruises as travel restarts. Hosted by Paul Sweeney and Matt Miller.

Tobias Adrian, Financial Counsselor, Director of the IMF's Monetary and Capital Markets Department, on the IMF’s spring meeting and growth outlook. Sonali Basak, Bloomberg Wall Street reporter, and Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on Credit Suisse taking a $4.7 billion hit from Archegos implosion. Marvin Loh, Senior Global Macro Strategist at State Street, on his current investment outlook. Panos Panay, Senior Vice President for Global Strategy and Innovation at Berklee College of Music, founder of Sonicbids, and coauthor of "TWO BEATS AHEAD: What Musical Minds Teach Us About Innovation," on innovation in the music industry. Hosted by Paul Sweeney and Matt Miller.

Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. Dr. Win Thin, Global Head: Currency Strategy at Brown Brothers Harriman, on traders exiting the dollar short trade. Chris Stansbury, CFO of Arrow Electronics, on strong demand and the chip shortage. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on his bullish outlook and why he doesn't fear inflation right now. Hosted by Paul Sweeney and Matt Miller.

Erica Volini, Deloitte’s Global Human Capital leader, on how workers and companies are viewing the return to work. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, with insights on today’s OPEC meeting. Timothy Fiore, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the blowout March ISM report. Sarah Frier, technology reporter for Bloomberg, on her story: “Facebook Is Letting Anti-Vaxxers Scare Women From Covid Shots.” Hosted by Paul Sweeney and Matt Miller.  

Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and how traders will absorb Biden’s spending plan. Nathan Sheets, Chief Economist and Head of Global Macreconomic Research at PGIM Fixed Income, on the impact of Biden’s $2.25 trillion spending plan on the economy. Keshia Clukey, New York correspondent for Bloomberg Government, on NY Governor Cuomo signing bill to legalize marijuana. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Pfizer’s vaccine giving 100% protection for teens and risks to AstraZeneca vaccine. Hosted by Paul Sweeney and Matt Miller.

Anders Gustafsson, Head of Volvo Americas Region, and President and CEO of Volvo Car USA, on their new parental leave program, impact from the chip shortage, EVs and new Polestar 1. David Field, Chairman, President and Chief Executive Officer of Audacy, formerly Entercom, on the company’s rebrand, and why sports betting and podcasting will drive growth. Sri Natarajan, senior finance reporter for Bloomberg, on the fallout from the Archegos Capital blow-up and liquidation. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on the March Consumer Confidence Index, and increased growth outlook. Hosted by Paul Sweeney and Matt Miller.

Sonali Basak, Bloomberg Wall Street reporter, on the fallout from the liquidation of Bill Hwang’s Archegos Capital Management. Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on bringing a Canadian EV manufacturer to Arizona. Chris Anderson, CEO of 3D Robotics and former editor in chief of Wired magazine, on his column, “Social Media Could Take a Page From Old Tech.” Keshia Clukey, Bloomberg government reporter, on New York lawmakers agreeing to legalize recreational marijuana. Hosted by Paul Sweeney and Matt Miller.

Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus: Merck’s new covid pill treatment. Hans Olsen, CIO of Fiduciary Trust Co., on why emerging markets are a great play righ now. Bloomberg’s Greg Jarrett reports on the legal battles and mountain of litigation shaping up around cruise ships and covid. Anders Melin, wealth reporter for Bloomberg, on Disney laying off thousands while executives raked it in. Erik Larson, Bloomberg legal reporter, on Dominion suing Fox News for $1.6 Billion for defamation. Hosted by Paul Sweeney and Matt Miller.

Stephen Thomas, CEO of TPT Global Tech, on their vaccine passport already being deployed in Jamaica’s airports. Satish Jindel, President of SJ Consulting, on the stuck container ship in the Suez canal. Jim Anderson, CEO of SocialFlow, on Big Media CEOs facing a grilling over liability protections on social media platforms. Sarah Halzack, Bloomberg Opinion retail columnist, on her column: “Walmart Can Learn From Tesco's Bank Mistakes.” Hosted by Paul Sweeney and Matt Miller.

Andreas Kluth, Bloomberg Opinion columnist, discusses his column: “We Must Start Planning For a Permanent Pandemic.” Lisa Knee, Co-Leader of the national Real Estate practice at EisnerAmper, on the commercial real estate landscape, as reopening continues. Louis Navellier, Chief Investment Officer at Navellier & Associates, on his sector and stock picks. Craig Trudell, Autos and Industrials Editor for Bloomberg, on why the end of Tesla’s dominance may be closer than it appears. Hosted by Paul Sweeney and Matt Miller.

Som Seif, CEO of Purpose Investments, on the Purpose Bitcoin ETF--the world's first bitcoin ETF--crossing $1 billion in assets after one month. Joe Nocera, Bloomberg Opinion columnist, on his column: “Unions Are Back in Favor. They Need to Seize Moment.” Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors, previews what to expect from the lawmaker hearings this week with Treasury Secretary Janet Yellen and Fed Chair Jay Powell. Vincent Cignarella, Global Macro Strategist for Bloomberg, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst, on why the chip shortage may be the inflation trigger. Hosted by Paul Sweeney and Matt Miller.

Bloomberg Wall Street reporter Sonali Basak on Leon Black stepping down early from Apollo Gobal, and ceding his Chairman role. Wayne Peacock, CEO of USAA, on shifts in the insurance world as a result of the pandemic. Peter Andersen, Founder of Andersen Capital Management, LLC, on whether he can repeat his 40% return in 2020 again in 2021. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, on Canada Pacific Rail buying Kansas City Southern for $25 billion. Hosted by Paul Sweeney and Matt Miller.

Neal Pilson, former President of CBS Sports and founder and president of Pilson Communications, discusses the NFL deal with Amazon and Disney. Leland Miller, CEO of China Beige Book International, on the "theatrics" around U.S. Secretary of State Blinken’s meeting with China officials. Kristina Hooper, Invesco Chief Global Market Strategist, on the case for economic optimism. Hosted by Paul Sweeney and Matt Miller. Therese Raphael, Bloomberg Opinion editor, discusses her column: “Why Switzerland Lags West Virginia in Vaccines.” Hosted by Paul Sweeney and Matt Miller.

Taimur Hyat, COO of PGIM, shares his insights from PGIM’s latest megatrend report on climate investing. Lindsey Piegza, Chief Economist at Stifel, on the Fed meeting and the economy. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, on how your wealth may have been determined by your birth year. Brian Chappatta, Bloomberg Opinion debt columnist, on his column: “Powell Refuses to Humor Bond Traders’ Tantrums.” Hosted by Paul Sweeney and Matt Miller.

Dr. Noubar Afeyan, Chairman and co-Founder of Moderna and Founder & CEO of Flagship Pioneering, on their next generation covid-19 vaccine and distribution outlook. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the Fed, the dollar, and currencies. Max Abelson, Bloomberg finance reporter, on Trump’s ailing empire. Chris Bryant, Bloomberg Opinion industrials columnist, on his column: “Elon Musk Has a Serious Rival - the TechnoKaiser.” Hosted by Paul Sweeney and Matt Miller. Hosted by Paul Sweeney and Matt Miller.

SEC Commissioner Caroline Crenshaw discusses her Bloomberg Opinion column: “Insider Trading Loopholes Need to Be Closed.” Constance Hunter, Chief Economist at KPMG, on retail sales and what to expect at this week’s FOMC meeting. John Butler, Senior Telecom Analyst for Bloomberg Intelligence, on who is winning the 5G race. Vincent Deluard, Global Macro Strategist at StoneX, on why it’s the golden age for global macro. Hosted by Paul Sweeney and Matt Miller.

Laura Davison, Bloomberg congressional tax reporter, on Biden planning the first major tax hike since 1993. Jeff Sloan, CEO of Global Payments (NYSE: GPN), on how business owners are taking advantage of digital technologies in a post-pandemic world. Brendan Ahern, CIO of KraneShares, on China’s tech crackdown. Sri Natarajan, Bloomberg finance reporter, on his story: “Goldman CEO’s Year of Empty Offices, Island Getaways and Strife.” Hosted by Paul Sweeney and Matt Miller. 

John Wu, President of Ava Labs, on the $69 million NFT art auction and future applications. Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on his column: "Biden's War on Covid Demands Wartime Stimulus.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on achieving Biden's vaccination goal. Marc Metrick, CEO of Saks, and Adam Berger, Managing Director at Insight Partners, on HBC spinning off Saks Fifth Avenue's e-commerce business as a standalone company. Hosted by Paul Sweeney and Matt Miller.

Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the state and local aid to goverments. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses the passage of the Biden relief bill and what comes next. Gabrielle Coppola, Bloomberg auto reporter, on Apple’s foray into the auto market. John Authers, Senior Editor for Bloomberg Markets and Opinion columnist, on his column: “The Inflation Scare Is Missing Some Inflation.” Hosted by Paul Sweeney and Matt Miller.  

"Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on the threats to the global recovery. John D. Cappasola Jr., President and CEO of Del Taco, on earnings, the growth of delivery, and resilience amid the pandemic. Kerry Bexley, owner of the renowned Snow's BBQ in Lexington, Texas, on the state reopening and growth of online sales. Jeanne Sheehan Zaino, Bloomberg Opinion contributor and Professor of Political Science at Iona College, on the House set to approve Biden’s $1.9 trillion relief bill. Hosted by Paul Sweeney and Matt Miller.