Bloomberg Surveillance

Kate Moore, BlackRock Chief Equity Strategist, says she wants companies to make growth generative investments, not just investments to appease outsiders. Hans Humes, GreyLock Capital Chairman & Chief Executive Officer, says Venezuela is a kleptocracy at this point. Dennis Gartman, Gartman Letter Publisher, discusses his cryptocurrency bet in his retirement account. Gene Munster, Loup Ventures Co-Founder, says an Apple-Tesla combo makes sense but it's a fairy tale that is never going to happen.See omnystudio.com/listener for privacy information.

Barry Eichengreen, Author & University of California Berkeley Professor, provides his definition of populism: anti-elite, anti-authoritarian, and anti-other. Coronado, President & Founder of MacroPolicy Perspectives, says core goods prices really aren't showing the strength that they've been wanting to see. Mark McCormick, TD Bank Head: FX Strategy North America, says this is a tricky time for emerging markets. Scott Mushkin, Wolfe Research Senior Research & Staples Analyst, notes geography matters for the food industry. See omnystudio.com/listener for privacy information.

Julian Lee, Bloomberg Oil Strategist, and Chris Grisanti, Grisanti Capital Management CEO, join us to discuss oil touching $80/barrel for the first time since 2014. Libby Cantrill, PIMCO Head of Public Policy, says the latest trade spat within the White House administration is emblematic of the deeper fissures in Washington. Federico Santi, Eurasia Group Associate, says the new Italian government is likely to set up a challenge for the European Union. Alberto Ramos, Goldman Sachs Co-Head of Latin America Economic Research, says the IMF cannot solve underlying debt problems in EM countries. See omnystudio.com/listener for privacy information.

Michael Spence, Nobel Laureate & NYU Professor of Economics & Business, says models don't work in crisis, but experience does. David Riley, Bluebay Asset Management Chief Investment Strategist, says the resurgence in the U.S. dollar is the pain trade for markets. Jane Foley, Rabobank Senior FX Strategist, thinks the consensus short dollar position for 2018 is capitulating. Miranda Carr, Haitong International Executive Director of Equity Research, says China cannot rely on U.S. Technology in the long term. Kevin Cirilli, Bloomberg Television & Radio Chief Washington Correspondent, finds its hard to say that these congressional investigations aren't political at this point.See omnystudio.com/listener for privacy information.

Guy Johnson, Bloomberg Television, recaps his exclusive interview with Turkey's Prime Minister Erdogan. *AND*  Phoenix Kalen, Societe Generale Director of Emerging Markets Strategy, says (if) Turkey's central bank fails to 'step in' crisis could reach a tipping point. Frances Donald, Manulife Asset Management Senior Economist, says that this morning's data suggests that Q2 is going to be the comeback kid that we hoped it would be. Ryan Prete, Bloomberg Government State Tax Reporter, says that after yesterday's sports betting ruling, states will want to take steps to ensure they get a piece of this untapped profit. Brooke Lampley, Sotheby's Fine Art Division Vice Chairman, discusses the importance of the collector in creating context after Sotheby's $157M sale of a Modigliani nude. See omnystudio.com/listener for privacy information.

Michael Purves, Weeden & Co. Chief Global Strategist & Head of Equity Derivatives, says you can't be dismissive of higher interest rates in the volatility story. Isaac Boltansky, Compass Point Senior VP & Policy Analyst, has noticed a lot of empty offices in D.C. government agencies. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, joins us to wrap sound from our interview with Cleveland Fed President Loretta Mester and discuss eco data. Jonathan Ferziger, Bloomberg Middle East Politics Reporter, reports from Israel on the the U.S. Embassy move from Tel Aviv to Jerusalem.  See omnystudio.com/listener for privacy information.

Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, says 4% on the 10-year is a bit of a moonshot. Nick Wadhams, Bloomberg News State Department Reporter, and Steven Cook, CFR Senior Fellow Middle East, join us to provide insight on the escalating tensions between Israel, Iran, Russia, and Syria. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says tech will be the best performing sector at the end of this year. Austan Goolsbee, University of Chicago Booth School of Business Professor, says the tax cut was pretty negligible.See omnystudio.com/listener for privacy information.

Bloomberg's Nejra Cehic takes us through the BOE headlines live from Threadneedle Street. Paul Tucker, Former Deputy BOE Governor and Author of 'Unelected Power,' believes that Central Bankers are becoming the poster boys & girls of people making decisions that we didn't elect. James Donald, Lazard Asset Management Head of Emerging Markets and Portfolio Manager, discusses the difficulty of navigating Emerging Markets in the current climate. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, says that beyond negotiations with North Korea, the long-term for both Washington & Beijing is in the economics sphere.See omnystudio.com/listener for privacy information.

Greg Valliere, Horizon Investments Chief Global Strategist, ponders whether or not the Democrats have a game plan. Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, says everybody and their sister is long emerging markets. Tom Petrie, Petrie Partners Chairman, thinks Iran may have trouble bulking up their technology for greater oil production. Michael Hayden, Former CIA Director, says the president and the administration have yet to articulate Plan B for U.S.-Iran relations. Sonali Basak, Bloomberg News Reporter, joins us to review her Deutsche Bank scoop.See omnystudio.com/listener for privacy information.

Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the Fed has always been a critical player in the evolution of financial conditions. Jacques Rousseau, Clearview Energy Partners Managing Director of Global Oil & Gas, says Venezuela has taken more oil off the market than Saudi Arabia. John Hudak, Brookings Senior Fellow of Government Studies, says all eyes are on West Virginia for the midterm primaries. Barbara Whye, Intel Corporation Chief Diversity & Inclusion Officer and VP of Human Resources, says their goal is to increase their initiatives in creating a more equal workplace. See omnystudio.com/listener for privacy information.