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Bloomberg Intelligence

Bloomberg Intelligence

3,407 episodes — Page 24 of 69

The Fed, Markets, ETFs, and ESG (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to break down the Fed’s interest rate hike, the US economy, inflation, and the outlook for a recession. Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and global uncertainty. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss the recent Fed rate hike. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins in studio to talk about passive investing and ETFs. Amy O’Brien, Nuveen Global Head of Responsible Investing, joins the show during NYC climate week to talk about ESG investing, how attitudes have shifted from the strategy, and outlook for responsible investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 22, 202241 min

The Fed, Supply Chain, Porsche, And Ukraine (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discuss interest rates and the September FOMC meetings. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss the Fed, inflation, and outlook for a recession. Rich Freuhauf, Chief Strategy and Sustainability Officer at US Steel (NYSE: X), joins the show to talk about his company, the supply chain, and outlook for production in 2022. David Welch, Detroit Bureau Chief with Bloomberg News, discusses Ford’s grim outlook and the Porsche IPO. David Zaikin, founder and CEO of Key Elements Group, joins the show to talk about the Russia-Ukraine war, Vladimir Putin, and Nord Stream. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 20, 202232 min

Markets, Crypto, Porsche, And The Queen (Podcast)

William Huston, CIO at Bay Street Capital Holdings, joins the show to discuss markets and investing outlook. Markus Schomer, Managing Director and Chief Economist at Pinebridge Investments, joins the show to talk about the outlook for the economy in the US and economies around the globe, and previews this week's FOMC meetings. Leigh-Ann Gerrans, radio anchor and producer for Bloomberg News in London, joins the show to discuss the funeral of Queen Elizabeth II. Katie Greifeld, cross asset reporter at Bloomberg News, discusses the Congress stock trading ETFs and gives us the latest on the crypto slide this morning ahead of September’s FOMC meetings. Christoph Rauwald, Bloomberg News bureau chief in Frankfurt and Munich, joins the show to discuss the Porsche IPO. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 19, 202234 min

Private Equity, EVs, And Rails (Podcast)

Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head of autos and industry coverage for Bloomberg News in Europe, joins the show to talk about the Porsche PO and Ferrari’s new “SUV” that’s not an SUV. Tony Hatch, consultant with ABH consulting, discusses the railroad strike and the state of labor in transportation/rails in the US. Lee Klaskow, Senior Analyst – Freight, Transport, and Logistics with Bloomberg Intelligence, joins the show to discuss FedEx, General Electric, and supply chain constraints and costs. Ed Loh, Head of Editorial with MotorTrend, discusses the new MotorTrend Software-Defined Vehicle Innovators Awards program, car tech trends, and EV trends. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 16, 202233 min

Retail Sales, AI Investing, EVs, And Adobe (Podcast)

Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, gives his market outlook after difficult August inflation data. Francis Oh, Qraft Technologies APAC CE, joins the show to talk about quant investing and advancing asset management through the use of artificial intelligence. Kevin Tynan, Analyst with Bloomberg Intelligence, and Jim Owens, Ford Mustang Brand Manager, joins us to talk about EV developments and the Ford Mustang. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins the show to talk about some of his latest tech research on Oracle, Adobe, and cloud software. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 15, 202239 min

The Markets, The Cloud, The Merge, And A Rail Strike

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show in studio to discuss his company’s outlook, cloud technology, and business investment amid varying economic pressures. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss the new Ethereum upgrade called, “The Merge” and why it’s so risky for investors as well as other crypto headlines. Kim Chipman, Agriculture reporter with Bloomberg News, joins the show to talk about the rail strike threatening to halt US crops and autos. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 14, 202230 min

Inflation Data Tops Estimates, Markets React (Correct)

Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins the show to parse through higher than expected inflation data. Shawn Cruz, Senior Manager, Trader Services and Client Advocacy at TD Ameritrade joins to talk about the TD IMX findings markets, investing and economy. Bloomberg Law's Rebecca Rainey joins with an update on the potential US rail workers strike. Brent Donnelly, president at Spectra Markets joins to discuss currency and the Fed. Ellis Phifer, Managing Director of Fixed Income Capital Markets at Raymond James joins to give his outlook for the economy. Simona Mocuta, Chief Economist at State Street Global Advisors joins to discuss the CPI numbers, and what it means for the Fed. Hosts are Paul Sweeney and Kriti Gupta, in for Matt Miller. *Edited to include accidentally omitted segment.See omnystudio.com/listener for privacy information.

Sep 13, 202244 min

Inflation Data Outlook, Fintech, SALT, Ukraine Latest

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss her outlook on the Fed with CPI data due this week. David Dietze, managing principal and Senior Portfolio Strategist at Gladstone Bank joins to discuss how markets might react to new inflation data. Jeff Sloan, CEO of Global Payments joins to talk aboout the fintech sector and his outlook. Bloomberg equities reporter Jess Menton joins to talk about her latest piece on inflation for Talking Stock. Bloomberg's Katie Greifeld joins to talk ETFs. Bloomberg's Sonali Basak joins to discuss the latest Wall Street news, including the upcoming SALT conference. And Bloomberg Senior Reporter Marc Champion joins to discuss the latest in Ukraine. Hosts are Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 12, 202233 min

Queen Elizabeth, Bond Market, Compound King ETFs

Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio manager at Winthrop Capital Management joins to give his investment outlook for the rest of this year. Ted Oakley, founder and managing partner at Oxbow Advisors joins to discuss his investment strategies amid the current market volatility. Eric Kazatsky, Senior Municipal Strategist with Bloomberg Intelligence joined for his weekly hit to give an update on the municipal bond market. And Robert Cantwell, founder and portfolio manager at Upholdings joins to talk about his firm's unique ETF strategy, including Compound King ETFs. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Sep 9, 202225 min

The Fed, ECB, M&A, And Rising Prices

Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about mergers and acquisitions and outlook for M&A in the coming months and years. Gina Drosos, CEO at Signet Jewelers (NYSE: SIG), joins the show to talk about her company, the diamond and jewelry industry, and supply and cost concerns. Morgane Delledonne, head of investment strategy for Europe at Global X ETFs, joins the show to talk about the Fed’s path and outlook for central banks across Europe and the globe in combatting inflation. Reade Pickert, US economy reporter and editor with Bloomberg News, joins the show to discuss Jay Powell’s comments at the Cato Institute today and the Fed. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Sep 8, 202232 min

The Strong Dollar, Apple, And Oil (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo Advisors, joins the show to talk about markets, inflation, and the strong dollar. Ed Ludlow, correspondent for Bloomberg News, joins the show to talk about today’s Apple event and the unveiling of the iPhone 14 and other products, as well as outlook for the company. Jordi Visser, president and CIO at multi-strategy advisers, joins the show to talk about crypto and NFTs and how to break through in the crypto winter. Julia Fanzeres, US Oil Futures reporter with Bloomberg News, joins the show to discuss the outlook for energy and oil in the US. Hosted by Paul Sweeney and Matt MilleSee omnystudio.com/listener for privacy information.

Sep 7, 202234 min

Rates, ESG, Europe, And CVS (Podcast)

Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins the show to discuss his recent column about Ron DeSantis and ESG investing. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intelligence, joins the show to discuss Liz Truss and Europe’s energy crisis and how it’s all impacting markets. Jonathan Palmer, Senior Equity Research Analyst & Team Leader, Healthcare, joins the show to discuss CVS Health’s acquisition of Signify Health. Sean Joyce, PwC’s global cybersecurity and privacy leader and former Deputy Director with the FBI, joins the show to discuss cybersecurity concerns from the c-suite. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 6, 202233 min

Jobs, Quantitative Tightening, And EVs (Podcast)

Tom Gimbel, CEO at LaSalle Network, joins the show to discuss labor and hiring on jobs day. John Gulnac, VP at Adecco, joins the show to forecast hiring and talk about recruitment for companies. Kate Duchene, CEO of RGP, joins the show to talk about inflation adding heightened pressure on businesses amidst the tight labor market. Kevin Muir, Prop Trader at Windor Capital and author of the MacroTourist newsletter and Bloomberg Opinion, joins the show to discuss his recent Opinion column on why we shouldn’t fear quantitative tightening. Rajesh Jejurikar, Executive Director, Auto & Farm Sectors, at Mahindra Group, joins the show to discuss the company’s electric vehicle development, EV technology, and outlook for the market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 2, 202232 min

Markets, Labor, And Bonds (Podcast)

Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Christopher McCann, CEO at 1-800-FLOWERS, joins the show to talk about how his business is faring amid inflation, the global fertilizer crunch, rising costs, labor, and outlook for the rest of the year into 2023. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins the show to discuss the crucial month for company bond sales and the dot plot rate. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Sep 1, 202229 min

Lending, Markets, Metals, And A Growth Recession (Podcast)

Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, joins the show to discuss markets and investing strategies. Abbas Haider, CEO at Aspetto, discusses how his company is helping to ship supplies to Ukraine and working with US government as well as their outlook for going public. Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to discuss Jay Powell pursuing a growth recession rather than a soft landing. Luisa Moreno, president of Defense Metals Corp., joins the show to talk about rare earth minerals, the electric power market, and national security. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 31, 202234 min

Twitter, Markets, Housing, And Jewelry (Podcast)

Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well as how AssetMark is supporting and growing financial advisors. Dan Ives, senior equity analyst and managing director at WedBush Securities, joins the show to discuss Twitter, Elon Musk, and Tesla. Brad Dillman, Chief Economist at Cortland, joins the show to discuss mortgage interest rates and the Case Shiller Home price index. Alexander Lacik, CEO at Pandora Group, joins the show to discuss managing his company amid inflation, supply concerns, and other economic pressures. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 30, 202234 min

Wall Street, Energy, And EVs (Podcast)

Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies. Amena Bakr, Chief OPEC correspondent and Dubai Deputy Bureau Chief at Energy Intelligence, joins the show to discuss energy prices, OPEC, and outlook for oil output in 2022. Kevin Tynan, Bloomberg Intelligence Senior Analyst - New Vehicle & Auto Part Manufacturing, joins the show to discuss France’s car leasing plan, California’s long term EV plan, and other EV developments and trends. Maria Tadeo, Bloomberg TV Europe reporter, joins the show to discuss the Euro energy crisis. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Aug 29, 202231 min

Jay Powell, Munis, And ETFs (Podcast)

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed President Loretta Mester speaks with Bloomberg's Michael McKee from Jackson Hole about the economy and interest rates. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, discusses the latest news from the municipal bond market. Steve Matthews, US Economy Reporter with Bloomberg News, joins the show to discuss Jay Powell’s speech at Jackson Hole and outlook for the Fed and its inflation fight. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Aug 26, 202231 min

Markets, Private Equity, And Jackson Hole (Podcast)

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell’s speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to talk about markets, ESG backlash, and investment outlook amid Jackson Hole. John Kline, Managing Director and Co-Portfolio Manager of New Mountain Capital’s Private Credit Portfolio, joins the show to discuss current trends impacting private equity and private credit. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Aug 25, 202228 min

Investing, Home Prices, And Fast-Food (Podcast)

Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Grahn, Vice President and Head of ETF Strategy at AllianzIM, joins the show to talk investing and ETF strategy. Shannon Susko, managing director, co-head of strategic solutions & IR and head of Healthcare at Edelman Smithfield, joins the show to talk about investors’ healthcare allocation. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins the show to discuss home affordability and when home prices might go down. Maribeth Dela Cruz, President of Jollibee Group, North America, joins the show to discuss the fast-food chain’s expansion in the US and globally and doing so amid global inflation and rising food prices. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Aug 24, 202231 min

Lending, Jay Powell, Oil, And EVs (Podcast)

Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape and outlook for economies in Europe amid inflation. Jonnelle Marte, economics and Federal Reserve reporter with Bloomberg News, joins the show to preview Jackson Hole and discuss the outlook for inflation and the economy. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil prices, OPEC+ action, and the global energy markets. Sam Korus, associate portfolio manager at ARK Invest, talks about the electric vehicle space, competition, and scaling. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Aug 23, 202233 min

Markets, Retail, And Washington (Podcast)

Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the show to talk about the fixed income market. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, discusses Adidas leadership and the state of retail post-July sales figures and a few key earnings reports. Sonali Basak, Bloomberg News Wall Street reporter, discusses the latest news on the Street. Annmarie Hordern, Washington correspondent for Bloomberg TV News, joins the show to discuss the latest headlines from DC. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Aug 22, 202232 min

Inflation, Crypto, Commodities, And Credit (Podcast)

Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the show to discuss commodities, Bitcoin sinking, and investing. Soren Bjorn, President, Driscoll’s of the Americas, talks about food prices, inflation, and the supply chain. Carmen Arroyo, credit reporter with Bloomberg News, joins the show to discuss her story this morning on banks’ retreat from mortgage lending. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 19, 202226 min

Afghanistan, The Fed, VC, And Inflation (Podcast)

Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the Fed and outlook for a recession. Josh Chapman, Managing Partner at Konvoy, joins the show to discuss venture capital and the investment landscape for video games. Keith Laing, Automotive Regulations Reporter with Bloomberg News, joins the show to discuss the Inflation Reduction Act and the way it impacts the US auto industry. Sadek Wahba, Founder, Chairman and Managing Partner of I-Squared Capital and Member of Council on Foreign Relations, talks about Inflation Reduction Act creating a Green Bank, its key investments, and how it impacts inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 18, 202230 min

Housing, Retail Sales, Energy, And Hiring (Podcast)

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss inflation, the US economy, and the outlook for a recession. Maria Tadeo, Europe reporter with Bloomberg Opinion, joins the show to talk about the European energy crisis and UK inflation. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, gives us an overall picture on commodities and dropping oil prices. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), talks about his company’s performance in Q2 and the labor market in the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 17, 202235 min

Home Building, Consumers, And Green Products (Podcast)

Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid economic tightening. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss inflation, interest rates, and outlook for the US economy. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst of Package Food and Retail Staples, joins the show to wrap Walmart earnings and previews tomorrow’s Target earnings and retail sales numbers for July. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, green policy, and the Inflation Reduction Act’s climate proposals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 16, 202228 min

China, Ukraine, And Markets (Podcast)

Hans Dau, CEO of the Mitchell Madison Group, talks about China cutting interest rates and concern over China’s economy. Jay Hatfield, CEO at Infrastructure Capital Management, discusses investing and his market outlook. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Ann Hand, CEO and Chairwoman at Super League Gaming, joins the show to talk about gaming expansion and outlook for the industry amid inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 15, 202228 min

Banking, Markets, And The Fed (Podcast)

Christopher McGratty, Head of US Banking Research at KBW, a Stifel company, discusses how another rate hike could be a tipping point for banks. Lizzie Evans, Managing Partner at Evans May Wealth, talks about investment strategies and markets in 2022. Vince Cignarella, Global Macro Strategist with BBG News, joins the show to discuss his stance on the Fed and why he doesn't believe they should be as hawkish in curbing inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, joins the show to discuss the economy after softer-than-expected inflation data came out this week. Daphne Zohar, founder and CEO of drug developer PureTech Health, joins the show to discuss the industry, big pharma, and her experience founding a drug developing company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 12, 202229 min

Inflation, ESG, Video Games, And Streaming (Podcast)

Chance Finucane, Oxbow Advisors Chief Investment Officer, talks about investing strategies amid inflation and rising interest rates in 2022. Daniela Braga, founder and CEO at Defined.ai, joins the show to talk about artificial intelligence in big tech and its growth outlook in the coming years. Vivek Ramaswany, founder of Strive Asset Management and author of the book “Woke, Inc.,” joins us in studio to discuss his company, “excellence capitalism,” ESG and “anti-woke” investing, and other economic and finance-related topics. Mark Elfenbein, CEO of X1 Esports, discusses the global video game market, why it’s falling for the first time since 2015, and the outlook for it in the coming years. Gerry Smith, media reporter with Bloomberg News, talks about Big Ten sports moving away from ESPN and the state of streaming after Disney earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 11, 202234 min

CPI, The Economy, And Energy (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the July CPI report. Lindsey Piegza, Stifel Chief Economist Lindsey Piegza, discusses CPI and the economy. Keith Krach, former Under Secretary of State for Economic, Growth, Energy, and the Environment, and founder of Krach Institute for Tech Diplomacy, discusses the supply chain and economy as well as semiconductor production in the US. Jeffrey Cleveland, director and Chief Economist at Payden & Rygel, talks about the economy, inflation, and whether or not we’re in a recession. Rob Barnett, Senior Analyst with Bloomberg Intelligence, discusses energy prices, CPI, and the Inflation Reduction Act and its impact on energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 10, 202234 min

The Jobs Report And The Economy (Podcast)

Tom Gimbel, Founder and CEO at LaSalle Network, talks about the jobs report and hiring in the US. Jack Altman, CEO at Lattice, talks about his company and hiring in the US. Mario Harik, president of LTL Business and Chief Information Officer at XPO Logistics, joins the show to talk about the supply chain, shipping costs, and how it’s all affecting economic activity and business. Shannon Gabriel, Managing Director and head of Leadership Solutions Practice at TBM Consulting Group, talks about retaining top talent amid the Great Resignation and diversifying the talent pool. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 10, 202225 min

Markets, Job Cuts, And Vaccines (Podcast)

Russell Price, Chief Economist at Ameriprise Financial, discusses markets and the economy in 2022. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investing. Vince Cignarella, Bloomberg News global macro strategist, joins the show to discuss inflation, markets, and what he expects the Fed to do with interest rates. Hannah Levitt, finance reporter with Bloomberg News, joins the show to discuss Wall Street bonus being poised to plunge. Mei Mei Hu, CEO at Vaxxinity (NASDAQ: VAXX), joins the show to discuss her company, vaccine production, and her appearance at the White House vaccine summit. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 4, 202232 min

Markets, Geopolitics, And Chips (Podcast)

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Mick Mulroy, co-founder of the Lobo Institute and Former Deputy Assistant Secretary of Defense for the Middle East serving under James Mattis as well as a retired CIA officer and US Marine, discusses Nancy Pelosi's trip to Taiwan and the US strike in Afghanistan that killed an Al-Qaeda leader. Sri Natarajan, Senior Reporter with Bloomberg News, discusses his Big Take story on Goldman Sachs allegedly trying to tarnish two former employees’ reputations. Rhett Buttle, Founder and Principal at Public Private Strategies, joins the show to discuss the CHIPS act and the Biden administration’s challenges and strategies in 2022. Nick Stadtmiller, Director: Emerging Markets at Medley Global Advisors, discusses EMEA and emerging markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 3, 202234 min

Streaming, Uber, And Taiwan (Podcast)

Mark Douglas, CEO at MTN, joins the show to discuss streaming and big tech earnings and how results affect the outlook for ad strategies. James McCann, deputy chief economist at abrdn, discusses the economy and interest rates. Emily Wilkins, reporter with Bloomberg Government, discusses Nancy Pelosi landing in Taiwan. Uber CEO Dara Khosrowshahi speaks with Bloomberg TV to discuss the company’s performance in the recent quarter. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 2, 202237 min

Markets, Apple, Washington, And ETFs (Podcast)

Phil Orlando, Chief Equity strategist at Federated Hermes, discusses markets and investing. Robert Stimpson, CIO and Portfolio Manager for Oak Associates Funds, discusses markets and investing strategies. Anurag Rana, Senior Software and IT Services Analyst at Bloomberg Intelligence, discusses Apple kicking off its four-part bond sale to fund buybacks and dividends. Emily Wilkins, DC reporter at Bloomberg News, discusses Nancy Pelosi potentially visiting Taiwan and the implications for the US. Stephanie Pierce, CEO of Dreyfus, Mellon & ETFs at BNY Mellon Investment Management, talks about the firm’s sponsored ETF offering as well as the index and money markets business. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 1, 202227 min

Energy, The Fed, And Germany (Podcast)

Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about the fight for energy in the Ukraine war, European energy security and a potential German crisis, and the outlook for the global energy market. Aoifinn Devitt, CIO at Moneta, joins the show to talk investing and market outlook amid recent GDP data and interest rates hikes. Neil Grossman, former CIO at TKNG Capital, joins the show in studio to talk about the Fed and why he believes they should be much more aggressive in combating inflation. Maria Tadeo, Europe reporter for Bloomberg News and with the Bloomberg Opinion team, discusses her recent column: “The Days of ‘Germany Knows Best’ Are Over." Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 29, 202227 min

GDP, Markets, And Frontier Airlines (Podcast)

Yelena Shulyatyeva, Senior US Economist with Bloomberg News, discusses the economic outlook for the second half of the year following the latest GDP figures. Rick Pitcairn, CIO at Pitcarin, discusses investment strategies and the outlook for a recession in the US. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss the FOMC meeting and economic outlook in the US. Barry Biffle, CEO of Frontier Airlines, discusses the company’s attempted merger with Spirit Airlines falling through and JetBlue’s attempts to secure Spirit. Chris Concannon, COO and President at MarketAxess, discusses markets and investing in 2022. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Jul 28, 202234 min

Markets, The Fed, And Credit Suisse (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the Fed, economy, and investing strategies amid inflation. Sonali Basak, Wall Street reporter with Bloomberg News, discusses Credit Suisse’s leadership change. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting Wednesday and the outlook for a recession. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 27, 202234 min

Markets, Ukraine, Retail, And The Fed (Podcast)

Natalie Trevithick, head of Investment Grade Credit Strategy at Payden & Rygel, discusses the economy and investment strategies in the second half of the year. Valentin Nalyvaichenko, member of Ukrainian Parliament and former head of the Security Service of Ukraine, joins the show to discuss the latest on the war in Ukraine. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, talks about Walmart earnings and the overall outlook for retail. Brad Evans, Senior VP and Portfolio Manager at Heartland Advisors, talks about small caps and active value. Brent Donnelly, president at Spectra Markets, discusses Fed framework, the US Dollar, and prepping for the FOMC meeting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 26, 202233 min

Markets, Inflation, And Volkswagen (Podcast)

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and the bond market. Christoph Rauwald, Bloomberg News Bureau Chief in Frankfurt, discusses Volkswagen’s leadership change. Anna Wong, Chief US Economist with Bloomberg Economics, discusses the Bloomberg Economics model outlining the stickiness of inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 25, 202225 min

Markets, Twitter, And The Night Effect (Podcast)

Pooja Kumra, Senior European Rates Strategist at TD, discusses the ECB raising rates and the European economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, talks about investing and the economy in 2022. Bruce Lavine, CEO at Nightshares, joins the show to talk about launching ETFs to capture the “Night Effect.” Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, discusses Twitter and Snap earnings as well as the social media selloff. Dan Murray, CEO and founder at Vertex, joins the show to talk about using tech to help advance industrial companies in America that could be vulnerable to lagging behind. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 22, 202227 min

Europe, Equities, And Bonds (Podcast)

Maeva Cousin, Euro-area economist with Bloomberg Economics, discusses the ECB raising rates and the impact of Mario Draghi’s resignation on the Eurozone. Ed Price, senior fellow at NYU and political economist, discusses the ECB, UK inflation, Mario Draghi, and European energy. Ken Monaghan, co-director of high yield at Amundi US, joins us to talk about the bond market, fixed income, and investing. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses markets, labor, and the US economy.. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 21, 202223 min

Markets, Streaming, And Crypto (Podcast)

Luca Paolini, Chief Strategist at Pictet Asset Management, talks about investment strategies in the second half of the year. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. Mark Douglas, CEO at MNTN, talks about Netflix subscriber losses and other streaming-related topics. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses Bitcoin and crypto’s plunge. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 20, 202227 min

Markets, Tech, And Air Travel (Radio)

Steve Wyett, Chief Investment Strategist at BOK Financial, talks about markets and investing in 2022. Ivana Delevska, founder and CIO at SPEAR Invest, talks about tech stocks, including those reporting earnings this week like IBM and Netflix, and industrial tech investing. Liz McCormick, Chief Correspondent of Global Macro Markets for Bloomberg News, talks about yield curve inversions, the bond market, and Euro bonds reacting to the ECB likely raising interest rates. Ted Smith co-founder and president of Union Square Advisors, talks about tech volatility, M&A deals in tech, and trends in deal making. Max Levchin, CEO at Affirm, joins the show to discuss his company and consumer sentiment. Hosted by Paul Sweeney, Matt Miller, Kriti Gupta, and Sonali Basak.See omnystudio.com/listener for privacy information.

Jul 19, 202233 min

Markets, ESG, And The Global Economic Outlook (Podcast)

Sonali Basak, Bloomberg Wall Street reporter, discusses her Big Take story on global economic risks and bank earnings. Sameer Samana, Senior Global Market Strategist at Wells Fargo, talks about investing strategies amid various market pressures. Shaheen Contractor, Bloomberg Intelligence analyst on ESG and ETFs, joins us in studio to discuss ESG assets and outlook for 2022 and beyond. Per Regnarsson, CEO at ClimateRock, talks about going public and the sustainable energy industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jul 18, 202225 min

Markets, Cars, And Ice Cream (Radio)

Loreen Gilbert, founder and CEO at Wealthwise, talks about markets, investing, and consumer sentiment. Shameek Konar, CEO of the Pilot Company, joins the show to talk about gas prices, energy, and the company’s partnership with GM on EV charging stations. Kevin Tyan, Senior Automotive Analyst with Bloomberg Intelligence, discusses the latest news in cars, including chips, the supply chain, and electric vehicles. Kim Peddle Rguem, CEO of Dreyer's Grand Ice Cream, talks about supply chain challenges and other economic pressures the company has faced like inflation. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Jul 15, 202228 min

Markets, Electric Vehicles, and REITs (Podcast)

Erin Browne, Managing Director and Portfolio Manager at PIMCO, discusses macro strategy and investing in 2022. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, discusses investing strategies in the second half of the trading year. Travis Hester, VP of EV Growth Operations at General Motors, talks about the new coast-to-coast EV charging network and the latest EV developments from the company. David Auerbach, Managing Director at Armada ETF Advisors, discusses finding trading opportunities in residential REIT stocks. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Jul 14, 202226 min

June CPI, ETFs, Oil, And Crypto (Podcast)

Sean O’Hara, President of Pacer ETFs, discusses the award-winning COWZ ETF and ETF investing amid inflation and rising interest rates. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, oil, and Delta earnings. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, discusses his latest column on CPI data and evidence of decelerating inflation. Vinh Vuong, Chairman and CEO at Garrison Fathom, talks about crypto regulation, blockchain technology, and the outlook for Bitcoin and crypto. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Jul 13, 202231 min

Housing, Markets, The UK, And Elon Musk (Podcast)

Erica Adelberg, MBS strategist for Bloomberg Intelligence, discusses MBS and mortgage rates. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investing. Ed Price, Senior Fellow at NYU and former British trade official, joins the show to talk about Britain’s economy and the concern once summer ends and we head into the winter months. Bloomberg’s Greg Jarrett interviews lawyer Joe Cotchett on Elon Musk and Twitter. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Jul 12, 202225 min

Markets, Commodities, And Twitter (Podcast)

Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Darwei Kung, Head of Commodities and Portfolio Manager at DWS Group, talks about oil, gas, and commodity prices. Alex Webb, QuickTake anchor with Bloomberg News, discusses Elon Musk and Twitter. Burt White, Chief Strategy Officer at The Carson Group, discusses inflation and markets. Hosted by Matt Miller and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jul 11, 202225 min