George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey Piegza, Chief Economist at Stifel, on widespread job losses caused by the shutdown. Hosted by Lisa Abramowicz and Paul Sweeney.
Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what capital markets are waiting on to start the deal making. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the shortfalls in models. Hosted by Lisa Abramowicz and Paul Sweeney.
Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, discusses his story: "Layoffs Start Turning From Temporary to Permanent Across America."
David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.