Bloomberg Intelligence

Bloomberg News strategist Cameron Crise and reporter Katie Greifeld break down University of Michigan sentiment survey. Joe Meyer, founder and CEO at Meyer Capital, and Jay Hatfield, CEO with Infrastructure Capital Management, join the show for a roundtable to break down the week in news in markets. They also provide makes sector and stock picks and talk the outlook for investing and energy. David Katz, President and CIO of Matrix Asset Advisors, talks about investment strategies and stocks he likes in 2022. Bloomberg wall street reporter Sonali Basak and Bloomberg tech reporter Ed Ludlow wrap an historic week in crypto and Twitter. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, discuss FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Christian Chan, Chief Investment Officer at AssetMark, joins the show to talk about how the market is pricing in the October CPI reading and if we’ve reached a bottom. Hessam Nadji, CEO of Marcus & Millichap, talks about his company’s Q3 performance, the real estate sector and rising mortgage interest rates. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins the show to discuss DWS launching the listing of three new dividend, value and growth ETFs and investing strategies following today’s CPI. Anna Wong, Chief US Economist with Bloomberg News, joins the show to discuss the CPI data and the chances of a recession. James Rasteh, Founding Partner at Coast Capital, LLC, joins the show to discuss activist investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Joanna Ossinger and Katie Greifeld, both cross asset reporters with Bloomberg News, and Nic Carter, Founding Partner at Castle Island Ventures, join the show to discuss the fallout from the Sam Bankman-Fried/FTX collapse. Nathan Dean, US Policy Analyst with Bloomberg Intelligence, gives us the latest on the US midterms. Mike Halen, Senior Restaurant analyst with Bloomberg Intelligence, discusses the state of the food and restaurant business. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, break down Disney and Meta stocks. Sonali Basak, Wall Street reporter with Bloomberg News, and Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discuss the Wall Street reaction to Sam Bankman-Fried and what it means for crypto going forward. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, discusses her recent pieces on the risks of gauging climate ambitions and ESG-related climate initiatives amid COP27 in Egypt. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Julie Norman, co-director of the UCL center on US politics at University of College London, joins us to talk about the geopolitical consequences of the 2022 midterms. Rob Barnett, Senior Analyst with Bloomberg Intelligence, joins the show to talk about his research on COP27 and what’s being discussed at the climate conference. MMandeep Singh, Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst with WedBush Securities, join us to talk about Uber and Lyft post-earnings and other tech stories. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss his recent Opinion column on President Joe Biden’s economic report card. Liam Denning, Opinion columnist with Bloomberg, joins the show to talk about his column on $5 gas affecting midterms. Columnist John Authers joins as well to discuss market reaction to the midterms Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Cam Crise, macro strategist with Bloomberg News, joins the show to discuss equity outlook amid economic data coming out later this week as well as Midterms. Huw Roberts, Head of Analytics at Quant Insights, talks about quants and outlook for investing. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Sadek Wahba, member of the president’s national infrastructure advisory council and founder of I-Squared Capital, joins the show from COP27 to discusses what he’s seen so far at COP27, environmental initiatives taken, and the need to “greenify” infrastructure projects. Mandeep Singh and Anurag Rana, technology analysts with Bloomberg Intelligence, discuss tech turmoil with Meta, Twitter, and Apple. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s show and today’s Big Take piece on how seized Russian yachts are costing taxpayers millions of dollars. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

John Gulnac, VP at Adecco, joins the show to talk about the October Jobs report. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, joins the show to discuss his recent Opinion piece on the political landscape in Ohio. Democratic Connecticut governor Ned Lamont joins the show to talk about his campaign and the national landscape for Democrats ahead of the midterm elections. Ed Ludlow, Bloomberg News reporter, gives us the latest update on Twitter and the immediate changes Elon musk is looking to make. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins the show to talk October Jobs and the state of the labor market. Hosted by Kriti Gupta and Nathan Hager.See omnystudio.com/listener for privacy information.

Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the potential dangers rate hikes pose to the economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Ed Ludlow, reporter with Bloomberg News, discuss Twitter development and all things tech. Liz McCormick, Chief Global Macro Markets correspondent with Bloomberg News, joins the show to discuss her piece on bonds tumbling and the dollar surging. Damian Sassower, Chief Emerging Markets Strategist with Bloomberg Intelligence, joins the show to discuss the strong dollar and how the Fed’s moves are affecting emerging markets, as well as China’s lockdowns. Hosted by Paul Sweeney, Kriti Gupta, and Nathan Hager.See omnystudio.com/listener for privacy information.

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about stocks and sectors she likes amid economic uncertainty. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins us to discuss his latest tech research and Big Tech earnings. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss CVS earnings and outlook for the company as well as healthcare companies CVS, Walgreens, and WalMart agreeing to a $12 billion opioid pact. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses Pfizer earnings, the pharma industry, and the latest on COVID. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the latest on Credit Suisse and outlook for the firm. Lindsey Piegza, Stifel Chief Economist, joins the program to talk about sectors she sees performing well the rest of 2022 and previews the upcoming FOMC meeting and jobs report. Kip Eideberg Senior VP of Government and Industry Relations for AEM (Association of Equipment Manufacturers), joins the show to discuss how manufacturing workers who he represents feel about the state of manufacturing in the US, globalization, and where their political leanings are with the midterms a week away. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give him solid returns both in the short- and long-term. Gaurav Patankar, head of alternative investments and manager research at Bloomberg Intelligence, joins us to discuss outlook for university endowment returns. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to discuss oil demand after getting weak manufacturing data out of China and how the energy market is shifting amid a global slowdown. Drew Wilkerson, newly appointed CEO of RXO the truck brokerage spinoff of XPO Logistics, joins the show to discusses XPO’s earnings record, the RXO spinoff, supply chain, and shipping outlook. Leland Miller, CEO at China Beige Book, joins the show to talk about the latest eco data out of China and outlook for the country. Kelsey Butler, Equality Reporter with Bloomberg News, joins the show to talk about today’s Big Take story on and discusses the new Big Take podcast. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break down Amazon stock and outlook after a disappointing Q3. Ted Oakley, founder and managing partner at Oxbow Advisors, joins the show to talk about sectors he thinks can outperform the market in 2022. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, consumer spending, and outlook for her company. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to talk about Exxon and Chevron earnings and the global energy market. Felix Gillette, editor with Bloomberg’s “Screentime” and writer with Bloomberg Businessweek, joins the show to discuss his Big Take story on the Netflix-HBO rivalry. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and stocks he likes right now. Asutosh Padhi, Managing Partner at McKinsey’s in North America, joins the show to discuss his new book, “The Titanium Economy,” the industrial economy, industrials, manufacturing, and the supply chain. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Big Tech. Mandeep discusses Meta and Intel, as well as the Elon-Twitter deal closing tomorrow. And Anurag talks about Apple and Amazon. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2022. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the show to talk about Catepillar’s earnings report and market move. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Microsoft and Alphabet earnings and big tech performances. Jonathan Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to discuss earnings for Deutsche, Barclays, and breaks down other European bank performances. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the show to discuss new home sales, mortgage applications, and other housing-related stories. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the show to discuss markets and sectors she likes as economic pressures continue. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. George Ferguson, Senior Aerospace/Defense & Airline analyst with Bloomberg Intelligence, joins the show to discuss Boeing earnings and what we’ve learned from airlines this earnings season. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

George Bory, Chief Investment Strategist, Fixed Income with AllSpring Global Investments, joins the show to discuss which sectors he sees as performing the strongest amid economic headwinds. Retired US Navy Admiral James Stavridis on Ukraine, Taiwan, and other geopolitical tensions. Sylvia Jablonkski, CIO at Defiance, and Eric Balchunas, Senior ETF analyst with Bloomberg Intelligence, join the show in-studio for a roundtable to discuss ETF flows and stocks. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss UBS, Deutsche bank, bank earnings in the UK, and JPMorgan and Goldman CEOs predicting recession. Matt Levine, Bloomberg Opinion columnist, joins us in studio to discuss his recent crypto piece for Bloomberg Businessweek. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Damian Sassower, Chief Emerging Markets Credit Strategist with Bloomberg Intelligence, joins to discuss China and Xi Jinping. Robert Stimpson, CIO and Portfolio Manager at Oak Associate Funds, joins the show to talk about his sector picks and outlook for the equity market in 2022. Gene Seroka, CEO at the Port of LA, joins us for an extended discussion on the supply chain and outlook for the economy and consumers. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss California’s economic growth. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Poonam Goyal, analyst for e-commerce, athleisure, and off-price retail for Bloomberg Intelligence, and Deb Aitken, Senior Analyst of Luxury Good and Beauty/Home Care with Bloomberg Intelligence, joins the show to talk Adidas and Kering earnings and their stocks. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and the Fed readying to hike rates yet again. Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, joins the show to discuss Snap and Twitter stocks. Dryden Pence, CIO for Pence Wealth Management, joins the show to talk about some stocks he likes as economic headwinds continue to rock markets. Bloomberg News reporter Ed Ludlow talks about the Apple leadership shake up. Dr. Kang Sun, CEO at Amprius Technologies (NYSE: AMPX), joins the show to talk about his company, battery development, and rising costs in the energy sector. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Marcus Ashworth, Bloomberg Opinion columnist, joins the show to discuss Liz Truss’ resignation. Ed Price, principal at Ergo, a global intelligence and analysis consultancy, non-resident senior fellow at NYU and former British trade official, joins the show to discuss Truss’ resignation. John Authers, Opinion columnist with Bloomberg News, talks about Liz Truss’ resignation and global markets. Stephen Carroll, discusses Liz Truss’ resignation, its impact on the UK, and how it impacts England and Northern Ireland relations. Tim Craighead with Bloomberg Intelligence on how this is all affecting UK equities. John Micklethwait, Bloomberg News editor-in-chief, on Truss’ resignation. Mick Mulroy, co-founder of the Lobo Institute, discusses the Ukraine war and geopolitical implications of Liz Truss’ resignation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Deborah Aitken, Senior Analyst of Luxury Goods and Beauty/Home Care with Bloomberg Intelligence, and Anurag Rana, Senior Services and IT Analyst with Bloomberg Intelligence, give the latest analysis on some of the stocks they’re watching today. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, and Vince Cignarella, Global Macro Strategist with Bloomberg Intelligence, join us for an equity round table to discuss the market rally this week and outlook for volatility. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins the show in-studio to discuss sectors and stocks on the move and sectors that could outperform the market amid various economic headwinds. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, and Carl Riccadonna, Chief US Economist at BNP Paribas, both join the show in studio to discuss the Fed and give their macro outlooks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg News anchor Kathleen Hays sits down with St. Louis Federal Reserve director of research Carlos Garriga and Homer Jones winner Eswar Prasad in St. Louis. Hosted by Kathleen Hays.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, joins us from our London offices to discuss the Treasury yield curve flattening and the Fed. Abhay Deshpande, founder and CIO at Centerstone Investors, joins the show to discuss the equity market and some stocks and sectors he likes in the face of economic headwinds. Mark Douglas, CEO at MNTN, joins the show to preview Netflix earnings and outlook for streaming services. Matt Miller and Guy Johnson interview the CEO of Rolls Royce. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, joins the show to preview big tech earnings next week and discusses his latest tech research. Scott Levine, analyst with Bloomberg Intelligence, and Emily Wilkins, Congressional reporter with Bloomberg Government, joins the show to talk about the Biden admin tapping the oil reserves, what it means for gas prices and oil companies, and the political implications of the move. Steve Lee, Marketing Manager for the Ford 2023 F-Series Super joins to talk about Ford’s latest vehicle, sustainable options for expanding its fleet, and outlook for Ford stock and the company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers Analyst, discusses Bank of America earnings and Goldman Sachs’ organizational shakeup. Sameer Samana, Senior Global Market Strategist at Wells Fargo, joins the show to discuss sectors he’s looking at and outlook for equities. Hans Dau, CEO of Mitchell Madison Group, joins the show to discuss Xi Jinping being elected to a third term in China, Chinese stocks rising in the US premarket, and tensions with the US. Tim Craighead, European Equity Strategist with Bloomberg Intelligence, joins the show to talk about the FTSE buyback surge. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, discusses Roblox stock moves today. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, joins the show to discuss Netflix and Fox Corp and why they’re both moving in the premarket, as well as the latest developments on streaming. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses his latest research on COVID booster plans and whether they are flawed. He also talks about Pfizer stock after yesterday's premarket move. Jennifer Bartashus, Senior Equity Research Analyst, Consumer Staples and Retail, joins the show to discuss the potential merger between Kroger and Albertsons. She also discusses Beyond Meat’s premarket move. Mari Shor, Senior Equity Analyst at Columbia Threadneedle investments, talks about retail sales, gives her outlook for equity markets and sectors she thinks will perform well in the face of economic headwinds, and previews holiday spending. Hosted by Paul Sweeney and Nathan Hager.See omnystudio.com/listener for privacy information.

Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, Senior Investment Strategist with Edward Jones, discusses her sector picks and outlook for the equity market in 2022. Anna Wong, Chief US Economist with Bloomberg Economics and Bloomberg News Markets correspondent Kriti Gupta join the show to break down the latest inflation reading. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Walgreens earnings and outlook for the company. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the show to discuss the latest inflation data, previews bank earnings, and discusses what to expect from the economy in Q4. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Department worker reclassification proposals. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss outlook for stocks, rising credit card balances, and Bloomberg Economic’s preview of Fed Minutes, in which they warn of a wage-price spiral. Gary Shilling, President at A. Gary Shilling & Co. Inc., talks about the Fed and the global economy. Matt Winkler, Bloomberg editor-in-chief emeritus, joins the show to discuss his recent column on Israel’s politics and economy. George Ferguson, Senior Aerospace/Defense and Airlines analyst with Bloomberg Intelligence, joins the show to talk about his recent research on Frontier Airlines, the airline industry, and outlook for upcoming earnings. Ken Shea, Senior Analyst: Beverages, Tobacco/Cannabis with Bloomberg Intelligence, joins the show to talk about Pepsi earnings, Monster Beverages sliding in the premarket, and outlook for food and beverage prices amid economic headwinds. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock picks and discusses his outlook for equities. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show from Las Vegas where he’s at the Web3-crypto conference to discuss the outlook for crypto and risk assets, as well as commodities with the war in Ukraine ramping up. Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to discuss Credit Suisse facing an $8 billion shortfall and gives us a preview of bank earnings this week. Brian Egger, with Bloomberg Intelligence, joins the show to discuss Carnival’s stock dip in the pre-market, outlook for cruises and lodging, and other travel-related issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this week. Chris Beals, CEO of Weedmaps (NASDAQ: MAPS), joins the show to discuss his company, the cannabis industry, and how the sector rallied after President Biden’s announcement on marijuana. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss recent BI findings on why it’s so difficult to untangle the US-China tech supply chain. Brendan Murray, Trade Tsar with Bloomberg News, joins Woo Jin Ho to discuss further supply constraint. Mandeep Singh, senior technology analyst with Bloomberg Intelligence, joins the show to discuss Nvidia and other chip stocks struggling as the semiconductor industry has one of its worst years in over a decade. Kevin Tynan, Senior Automotive Analyst with BI, also joins to discuss auto pre-market movers, Ford and Rivian. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, joins the show for a roundtable to discuss the latest on the Ukraine war, and Ros Mathieson, Bloomberg News Executive Editor for International Government, joins the show to talk about the latest tensions between China, Taiwan, and the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, discusses Credit Suisse offering to buy back debt. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, and Bloomberg anchor Kailey Leinz, host of ‘The Lineup’ on Fridays, join the show to talk about the ESPN-DraftKings near partnership. Poonam Goyal, Senior Analyst, US Retailing with Bloomberg Intelligence, and Jess Menton, equities reporter with Bloomberg News, talk about signs of a tech slowdown with Amazon abandoning its auto delivery robot and chip makers delivering grim outlooks. Jason Wilson, Cannabis Research and Banking Expert with ETF Managers Group, joins to discuss President Biden’s marijuana pardoning, the sector, and his ETF products. Kathy Burton, hedge fund reporter with Bloomberg News, and Tom Maloney, Editor with Bloomberg News, discuss their “Big Take” story on Steve Cohen’s past legal troubles and how has Mets ownership has overshadowed them. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the show to discuss European equities. Amena Bakr, Chief OPEC correspondent with Energy Intelligence, joins the show to discuss Nord Stream sabotage and OPEC production cuts. Scott Levine, analyst with Bloomberg Intelligence, joins the show to talk about Halliburton stock driving the late day push yesterday and outlook for energy in the US. Bloomberg Washington correspondent Joe Mathieu joins as well to talk about the political response in the US to the OPEC+ move. Mandeep Singh, Senior Technology analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush securities, talk about Twitter and tech stocks. Joe Meyer, CEO and Founder at Meyer Capital, makes sector and stock picks and gives his market outlook for 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Erica Adelberg, MBS strategist with Bloomberg Intelligence, discusses the mortgage market, interest rates, and the Fed. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to discuss the stock market, the Fed, and gives his macro outlook. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about the private debt. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Ed Ludlow, west coast correspondent with Bloomberg News, discuss Elon Musk, Twitter, and Tesla. Matthew Palazola, Senior Analyst of P&C Insurance with Bloomberg Intelligence, joins the show to discuss the effects of Hurricane Ian and outlook for insurance. Alison Williams, Senior Global Banks and Asset Managers analyst, discusses the latest on Credit Suisse and banks. Priscila Azevedo Rocha, with Bloomberg News, discusses the latest BN story on greenwashing entering the debt market and derailing climate goals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Bloomberg Intelligence Senior Global Banks & Asset Managers Analyst, joins the show to discuss Citic Securities outpacing Goldman Sachs as the top share sale arranger and Credit Suisse’s troubles. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to talk about whether the Fed is going too far with raising rates as well as instability in the UK. Jonathan Webb, CEO at AppHarvest (NASDAQ: APPH), discusses commodity prices, inflation, and the supply chain and how that’s affecting food distributors and food services. Patricio Alvarez, equity research analyst with Bloomberg Intelligence, joins the show to discuss RWE and Con Edison. Sonali Basak, Bloomberg News Wall Street reporter, and Paul Davies with Bloomberg Opinion discuss Credit Suisse. Kevin Tynan, Bloomberg Intelligence Senior Autos Analyst, joins the show to discuss Tesla missing estimates despite securing record deliveries in the third quarter. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alfonso Peccatiello, author and former head of fixed income portfolio management at ING Deutschland, joins the show to discuss markets, investing strategies and global headwinds. Bloomberg's Abigail Doolittle joins the show to break down Nike's outlook. Nick Stadtmiller, Director of Emerging Markets at Medley Global Advisors joins the show to discuss geopolitical unrest and global credit pressures. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, joins the show to discuss the latest from the municipal bond market. Dr. Quincy Krosby, Chief Global Strategist for LPL Financial joins the show to discuss market uncertainty and the economy. Hosts are Paul Sweeney and Ed Ludlow, in for Matt Miller. See omnystudio.com/listener for privacy information.

Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the housing market and give her insights on markets and interest rates. Dave Harden, Founder and President of Summit Global Investments joins the show to discuss investment strategies and markets. Bloomberg Intelligence Senior Analyst Anurag Rara joins to talk about Apple's downgrade and their outlook. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show to give his take on markets. Jay Bryson, Wells Fargo Chief Economist, joins to discuss the impact a recession could have, particularly on minorities and the Hispanic population. Hosts are Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.

Vince Cignarella, Global Macro Strategiest with Bloomberg News, joins the show to discuss the latest from the UK and how it's affecting global markets. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management joins to share her insight on investing and to discuss markets. Bloomberg Health Reporter Robert Langreth joins the show to talk about Biogen and Eisai's Alzheimer's research breakthrough. Al Otero, Portfolio Manager at Armada ETF Advisors joins to talk about ETF investing and home prices. Steve Kane, co-CIO and Generalist Portfolio manager with TCW Investment Management joins for TCW's monthly segment to discuss the latest on fixed income markets. Matt Miller and Paul Sweeney host.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, joins to discuss yields and market response to central banks. Peter Wang, CEO at Cenntro joins to discuss the electric vehicle market and his company. Stephen Gallo, Head of European FX Strategy at the Bank of Montreal joins to discuss currency fluctuations. Sam Dunlap, CIO at Angel Oak Capital joins to talk about the potential for a soft landing in the housing market. Bloomberg Intelligence Senior Analyst Matthew Palazola joins to discuss how much damage Hurricane Ian could cause. Hosts are Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.

AJ Oden, Senior Investment Strategist at BNY Mellon Investor Solutions, discusses investment strategies for 2022 into the next year. Nakul Duggal, Senior VP and General Manager of Automotives at Qualcomm Technologies, joins the show to discuss supply chain, chips, auto manufacturing, and outlook for the sectors. Ed Ludlow, west coast correspondent with Bloomberg News, joins the show to talk about the trial of Nikola founder Trevor Milton, which he is covering in New York. Leo Kelly, founder, CEO, and partner of Verdence Capital Advisers, talks about investing and the economy in 2022. Ed Price, senior fellow at NYU and political economist, talks about the UK economy in shambles, Liz Truss’ tax cut, and the political and economic implications of her decision. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.