Bloomberg Surveillance

Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the biggest delta for the economy this year is what the consumer does. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says pent-up demand is about to be unleashed. Robert Tipp, PGIM Chief Investment Strategist, says there are signs of excess in the market.See omnystudio.com/listener for privacy information.

Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis Gartman, University of Akron Endowment Fund Chairman & Former Editor of The Gartman Letter, says a commodities bull market has begun. Jim Bianco, Bianco Research President, says economists are starting to pick up on the idea that the supercycle has turned. Representative Gregory Meeks, Democrat from New York, says the GameStop hearing will inquire about whether hedge funds did any harm.See omnystudio.com/listener for privacy information.

Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday.Com Host, says the Flintstones had a better monetary policy system than Bitcoin. Paul Sankey, Sankey Research Founder and Lead Analyst, says the situation in Texas is an energy crisis. Michael Gapen, Barclays Chief U.S. Economist, says he is looking for solid growth this year. Lauren Sauer, Johns Hopkins Assistant Professor of Emergency Medicine, says we must readjust what normal looks like. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the opportunity to short is large.See omnystudio.com/listener for privacy information.

Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International Strategist, says there is good reason to be bearish in bonds. Gideon Rose, Former Foreign Affairs Editor & CFR Distinguished Fellow, says the U.S. is just beginning to piece back together the pieces of its fragmented power. Mandy Xu, Credit Suisse Chief Equity Derivatives Strategist, says the Fed will continue to remain patient this year.See omnystudio.com/listener for privacy information.

Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says a pullback may be coming in April. Democratic Congressman Dwight Evans of Pennsylvania, says the vaccine rollout is moving in the right direction. Diane Swonk, Grant Thornton Chief Economist, says growth this year could be the strongest since 1984. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Disney+ adoption has been stronger than imagined.See omnystudio.com/listener for privacy information.

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster than people think. Dan Ives, Wedbush Securities Analyst, sees a tidal wave of tech M&A coming. Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, discusses recent changes in market volatility. Heidi Shierholz, Economic Policy Institute Senior Economist & Director of Policy, discusses what it will take to get the labor market back on track.See omnystudio.com/listener for privacy information.

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, says he's worried the vaccine rollout may amplify inequity. Michelle Meyer, BofA Securities Head of U.S. Economics, discusses the pandemic’s impact on inflation. Mary Barra, General Motors Chairman & CEO, says 2021 will be a year of execution.See omnystudio.com/listener for privacy information.

Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. Troy Gayeski, Skybridge Capital Co-CIO, says massive money supply is driving all risk assets higher. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses where Bitcoin is headed next. Julie Norman, University College London Political Science Professor, discusses the different movements in the Republican Party as Trump's second impeachment trial begins.See omnystudio.com/listener for privacy information.

James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he's surprised how quickly the market is pricing in an inflation cycle. Amrita Sen, Energy Aspects Director of Research, discusses what's driving oil's remarkable rebound. Ethan Harris, Bank of America Securities Head of Global Economic Research, discusses the risk of too much stimulus.See omnystudio.com/listener for privacy information.

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative for more fiscal policy.Henrietta Treyz, Veda Partners Director of Economic Policy Research, explains why an infrastructure package will be hard to pass. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the pandemic-related distortions in the jobs data. Heather Boushey, U.S. Council of Economic Advisers Member, says the jobs numbers underscore the cost of inaction.See omnystudio.com/listener for privacy information.