Bloomberg Surveillance

Richard Haass, president of the Council on Foreign Relations, and Michael Spence, a professor at NYU, weigh in on European and American politics, saying the euro zone remains flawed and globalization is moving faster than politics. Then, Gerard Cassidy, RBC's managing director of equity research, says Bank of America is the best too-big-to-fail buy and has had a great turnaround. Finally, Utah Senator Mike Lee says there are some potential anti-competitive concerns with the AT&T/Time Warner deal.See omnystudio.com/listener for privacy information.

Dennis Gartman, editor of the Gartman Letter, says the price of crude oil will fall to zero in 30 years. Then, Kate Moore, BlackRock's chief equity strategist, says she's most focused on monetary policy from the ECB and how it moves markets. Finally, Mario Gabelli, founder of Gabelli Funds, says Donald Trump's notion of lower taxes, less regulation and reestablishment of entrepreneurial innovation isn't bad for any entrepreneur.See omnystudio.com/listener for privacy information.

BMO's Brian Belski and Eurasia Group's Ian Bremmer discuss the future of Europe after the Italian referendum. Then, former IMF Chief Economist Olivier Blanchard says China's power within the global supply chain could easily cripple the U.S. Also, Luigi Zingales, a professor at University of Chicago's Booth School, says it's the dawn of Donald Trump's crony capitalist world. Finally, Carl Weinberg, the founder of High Frequency Economics, discusses Italy's economic future.See omnystudio.com/listener for privacy information.

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism.See omnystudio.com/listener for privacy information.

Former IMF Chief Economist Kenneth Rogoff says India's currency crisis is exacerbated by policy implementation issues. Then, Daniel Yergin, the vice chairman of IHS, says the OPEC production deal will work. Also, Harvard's Nicholas Burns says President-elect Donald Trump should align himself with German Chancellor Angela Merkel. Finally, chess grandmaster Fabiano Caruana says Magnus Carlsen's opponents can never recover, once the current world chess champion gets even a tiny advantage over them.See omnystudio.com/listener for privacy information.

Ian Shepherdson, Pantheon Macroeconomics' chief economist, says Italy leaving the Eurozone would be an "end of the world event," while TS Lombard Research's chief economist, Shweta Singh, says things won't dramatically change after the Italian referendum. Then, Stephen Schork, editor of the Schork Report, says the OPEC deal is great news for U.S. producers. Finally, Anthony Scaramucci, co-managing partner of SkyBridge Capital and an adviser to Donald Trump, says Trump will use trade tariffs as a last resort.See omnystudio.com/listener for privacy information.

Tom Keene and David Gura talk to Adam Posen, the president of the Peterson Institute for International Economics, about what we know about Donald Trump's economic plan. Then, Bob Greifeld, Nasdaq's CEO, says 2017 will be a year of increased IPOs. Also, George Bory, the head of credit strategy at Wells Fargo, says companies may see a powerful trickle-down from Trump's economic plan. Finally, Mortimer Singer, the CEO of Marvin Traub Associates, says he's never seen anything like the way midtown Manhattan retail has been negatively affected by the security around Trump Tower.See omnystudio.com/listener for privacy information.

David Gura and Francine Lacqua, filling in for Tom Keene, discuss Fidel Castro's legacy and what his death means for the future of Cuba with Julia Sweig, a professor at University of Texas at Austin and the author of "Cuba: What Everyone Needs to Know." Prior to that, Sheila Bair, the president of Washington College and former chairman of the FDIC, says the populist backlash to the economic crisis helped Donald Trump win the election. Then, Gideon Rose, the editor of Foreign Affairs Magazine, says it's unlikely Trump will live up to his campaign rhetoric. Finally, Bill Lee, Citi Research's head of North American economics, says Trump won't be able to reflate the economy until 2018.See omnystudio.com/listener for privacy information.

Howard Davidowitz, Davidowitz & Associates' chairman, says we will see more brick and mortar stores close as online sales grow. Then, Jerry Storch, CEO of Hudson's Bay, says that while 85 to 90 percent of sales are taking place in a brick and mortar store, more of the growth is taking place online. Finally, Don Rissmiller, Strategas Research Partners' chief economist, says the biggest thing he's worried about is rising tensions with China over trade.See omnystudio.com/listener for privacy information.

Glenn Hubbard, the dean of Columbia Business School, says he is optimistic about the policy agenda that President-elect Donald Trump has set out. Prior to that, Howard Ward, Gabelli Funds' CIO for growth, says Amazon will have an outstanding holiday season. Finally, Harm Bandholz, UniCredit's chief U.S. economist, discusses what could happen to the U.S. economy under Trump.See omnystudio.com/listener for privacy information.