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On this week's episode of Back to School with Maz Jobrani, we're joined by Shannon O'Neil, an expert in Latin America Studies at the Council on Foreign Relations. She talks to us about the strife in Venezuela, what's really going on at the border, and some good alternatives to Trump's wall.
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan Ives, Wedbush Securities Managing Director, says Apple will make new highs over the coming months. Shannon O'Neil, CFR Senior Fellow for Latin American Studies, highlights that the military is not fully under Maduro's control. Randy Kroszner, Univ. of Chicago Professor & Former Fed Governor, says the Fed being under political pressure is nothing new.
Marty Schenker, Bloomberg Chief Content Officer, says the indictment of Roger Stone is not related to the crime but the cover-up. Maxim Oreshkin, Russia's Economy Minister, says oil is not a story for Russia anymore. Ricardo Hausmann, Harvard's Kennedy School of Government Professor, says Venezuela's Juan Guaido has massive support. Shannon O'Neil, Council on Foreign Relations Senior Fellow for Latin America Studies, says we should be watching what happens with the protests in Venezuela.
This week, Joe, Scarlet and Julie Hyman spoke with Guggeheim Global Chief Investment Officer Scott Minerd about why markets are crazy to ignore the risks of President Trump's trade war. Scott explained why U.S. consumers will be the ones footing the bill, and all the proof they need is their washing machine. Shannon O'Neil, a senior fellow for Latin America Studies at the Council on Foreign Relations and frequent contributor to Bloomberg Opinion, also came on to discuss AMLO's to-do list for when he takes office as Mexico's next president. Then Bill Lee, Chief Economist at the Milken Institute, wrapped things up with his take on the state of the labor market.
Tobias Levkovich, Citi Chief U.S. Equity Strategist, says investors don't have great conviction in their positions in Europe. John Taft, Baird Vice Chairman, compares how business is done in New York versus how it's done in the Heartland. Shannon O'Neil, Council on Foreign Relations Senior Fellow of Latin American Studies, says Brazil has been looking elsewhere for growth since the U.S. is closing off. Ken Auletta, "Frenemies" Author, reminisces about his time on Bobby Kennedy's presidential campaign.
Donald Trump's tariffs on steel and aluminum don't add up to a trade war. It's more like a frontier skirmish. But, what would a real conflict look like? Who would win and who would lose? Shannon O'Neil of the Council on Foreign Relations joins Scott Lanman of Bloomberg News and Daniel Moss of Bloomberg View to explore these questions, and what tariffs might mean for you.
Mexico just didn't see it coming. The free-trade backlash and anti-Mexican rhetoric that helped fuel Donald Trump's rise came as a surprise to officials and executives in the U.S.'s southern neighbor. Now they are scrambling to save not just NAFTA, but an entire economic model based around global supply chains and ever closer ties with the U.S. Thrown into the mix are elections in Mexico that could propel their own populists into the presidency and congress. Shannon O'Neil from the Council on Foreign Relations explains the stakes to Dan and Scott. Intriguing footnote: Maybe the NAFTA debate is really about China.
Esther George, president of the Kansas City Federal Reserve Bank, says the Fed can start shrinking its balance sheet and that there's still an opportunity to increase rates once more. Prior to that, Ron Temple, Lazard Asset Management's co-head of multi-asset investment, says leadership is not a tweet. Shannon O'Neil, a senior fellow at the Council on Foreign Relations, says Latin American countries have a reflex action about U.S. tough talk. Finally, Tim Pawlenty, the former governor of Minnesota and a former presidential candidate, says despite Democrat opposition, a tax bill could be forced through by Republicans if they wanted.
On GPS, the new Watergate? Fareed is joined by Michael Hayden, James Woolsey and others to discuss what happens after Trump firing of James Comey, the man in charge if getting to the bottom of Russian collusion in the American election. And, how did Venezuela go from oil-rich nation to the brink of collapse? Finally on Mother's Day, a look at the Biblical first mother: Eve. Guests include: Michael Hayden, James Woolsey, Cristina Rodriguez, Tim Naftali, Moises Naim, Shannon O'Neil and Bruce Feiler
Ruchir Sharma, Morgan Stanley's chief global strategist, says we're seeing a different deglobalization with Donald Trump than we saw in the 1930s and the trend is accelerating. Prior to that, Shannon O'Neil, Council on Foreign Relations' Latin America senior fellow, says the biggest challenge in Latin America is populism; the undermining of political institutions and checks and balances that make democracy work. Also, Steve Wieting, Citi Private Bank's global chief strategist, says Trump's tax cuts and substantial fiscal stimulus will lead to faster nominal growth.
Puerto Rico and Mexico provide the central locales for the main themes this week on Latin Pulse. The program analyzes a proposal before the U.S. Congress to help Puerto Rico survive its debt crisis. But the proposal includes a fiscal control board that can supersede the powers of Puerto Rico's government, a provision that some find controversial. The program also includes a wide ranging discussion of corruption, politics and diplomacy with Mexico. The news segment of the program covers the outcome of the presidential elections in the Dominican Republic and the re-election of President Danilo Medina.The program includes in-depth interviews with:Brad Setser of the Council on Foreign Relations; andShannon O'Neil of the Council on Foreign Relations. Executive Producer: Rick Rockwell; Technical Director: Jim Singer; and Production Assistant: Chorsie Martin. (To download or stream this podcast, click here.) (The program is 30 minutes in length and the file size is 42 MB.) podcastnewsLatin AmericapoliticsMexicocorruptionelectionsdiplomacyeconomicsPuerto Ricodebt crisisfinanceoilChinaDominican RepublicDanilo MedinaOASjusticetradeimmigrationeducationviolenceinfrastructureOrganization of American StatesAlejandro Garcia PadillaU.S. CongressUnited StatesDonald TrumpHillary Clinton
Mexico with its problems with human rights, corruption, and migration provides the central themes this week on Latin Pulse. The program includes a wide-ranging segment discussing the findings by independent investigators for the Inter-American Commission on Human Rights that the Mexican government actively harassed their workers and thwarted the inquiry into the case of 43 missing university students. The Mexican government disputes that view. The program also discusses how remittances by Mexican migrants are not only more and more economically important, but also have become an issue in the U.S. during the presidential campaign.The program includes in-depth interviews with:Shannon O'Neil of the Council on Foreign Relations; andManuel Orozco of the Inter-American Dialogue.Executive Producer: Rick Rockwell; andAssociate Producer: Jim Singer.(To download or stream this podcast, click here.) (The program is 30 minutes in length and the file size is 42 MB.) podcastnewsLatin AmericapoliticsMexicoviolencekidnappingjusticecorruptionhuman rightsDrug Warpoliceextrajudicial killingsPanama PapersEnrique Pena NietoeconomicsmilitarytortureoilreformsPRIGuerreroPemexlaborremittancesmigrationelectionstradeimmigrationDonald TrumpUnited StatesUnited Nationsglobalization
Originating in Puerto Rico this week, Latin Pulse takes a look at the status of the island and whether there is movement forward on a change to statehood or independence. The program also covers the issues of identity, culture and economics facing the island commonwealth. The program also delves into the special relationship the U.S. has developed with Mexico and how trade pacts and economic reforms have brought the countries closer. The news segment of the program deals with the latest charges and counter-charges related to allegations that powerful leaders in Venezuela are connected to the drug trade.The program includes in-depth interviews with:Maria Acosta Cruz of Clark University; andShannon O'Neil of the Council on Foreign Relations.Executive Producer: Rick Rockwell; Producer: Jim Singer; andProduction Assistant: Sierra Hancock.(To download or stream this podcast, click here.) (The program is 30 minutes in length and the file size is 42 MB.) podcastnewsLatin AmericaMexicotradepoliticsPRIVenezuelamediaemigrationimmigrationeconomicsmusiccultureterrorismDrug WarPuerto RicoeducationColombiaUnited Statesprotest movementdrug cartelsUnited StatesDiosdado CabelloEnrique Pena NietoNicolas Madurodebt crisiscolonialismNAFTACalle 13democracyjusticeCanadaoilenergydisappearancescorruptionimpunityviolencepolicediplomacycrimehuman rightsgun smuggling
Judaism, anti-semitism, and Argentina provide the main themes this week on Latin Pulse. The program revisits the mysterious case of the death of Alberto Nisman, a special prosecutor looking at terrorism cases that may have links to Iran. The program discusses how the Nisman case continues to provide a crisis atmosphere in Argentina. Also, the program reflects on the history of Judaism in Latin America and the various waves of prejudice that the Jewish population of the region has weathered. The news segment of the program covers the latest round of diplomacy between Cuba and the United States regarding human rights.The program includes in-depth interviews with:Shannon O'Neil of the Council on Foreign Relations; andMarjorie Agosin of Wellesley College.Executive Producer: Rick Rockwell; Producer: Jim Singer; andProduction Assistant: Gabriela Canchola.(To download or stream this podcast, click here.) (The program is 30 minutes in length and the file size is 42 MB.) podcastnewsLatin AmericaelectionspoliticsArgentinamilitary espionageCubaAlberto NismanUnited Statescultureeconomicsanti-semitismhuman rightsJuan PeronHector Timmermandebt crisisreligionMaximo KirchnerDaniel ScioliSergio MassaJudaismdiplomacyCristina Fernandez de KirchnerSalvador AllendeAugusto PinochetChilePeronismdefaultdebtfinancesterrorismIranBraziljusticeMexicocolonialismSpainNazisimmigrationUruguaycoupIsraelHezbollahPalestiniansPeruCarlos Menemcorruption