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Bloomberg Intelligence

Bloomberg Intelligence

3,442 episodes — Page 27 of 69

Ukraine, Markets, And The Supply Chain

Retired US Navy Admiral James Stavridis discusses the Ukraine war and his recent piece for Bloomberg on the possibility of Vladimir Putin using chemical or nuclear weapons. Matt Winkler, Bloomberg News Editor-In-Chief emeritus, discusses his recent Bloomberg Opinion piece on why he believes the Federal Reserve may still be ahead of runaway inflation. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the economy in 2022 and the outlook for a recession. Jonathan Webb, CEO at AppHarvest, discusses commodity prices, inflation, and the supply chain and how that’s affecting food distributors and food services. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 25, 202230 min

Ukraine, Markets, And Climate Disclosures

John Micklethwait, Editor-In-Chief of Bloomberg News, discusses his Bloomberg “Big Take” story on the current era of globalization and the West’s role in preserving it. Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Wes Bricker, Vice Chair – US Trust Solutions co-leader at PwC, discusses the SEC’s newly proposed climate-change rules that would enhance and standardize disclosures for investors. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of Bloomberg’s “Masters in Business,” discusses the markets and investing. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Mar 24, 202232 min

The Ukraine War And Energy Crisis

Aggi Cantrill, TV producer with Bloomberg News, discusses the Ukraine war and the latest updates on the fighting. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about markets and the economy amid global uncertainty and economic pressures. Maryam Brown, President of Southern California Gas Company, talks about the energy market and gas supplies amid the Russia-Ukraine war. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to discuss the latest cryptocurrency news. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.

Mar 23, 202224 min

Markets, Real Estate, And Drones

Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and geopolitical uncertainty. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation at the Ukraine war. John Mase, CEO of IRG Industrial, talks about real estate and manufacturing amid global economic pressures. Valerii Iakovenko, Founder of DroneUA, discusses how his company is aiding military efforts in the Ukraine war. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 22, 202226 min

The Diamond Market And Economy In 2022

Virginia Drosos, CEO of Signet Jewelers, talks about her company, the diamond industry, and how it’s working through supply chain pressures and Russian sanctions. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses Ketanji Brown Jackson’s SCOTUS nomination hearing. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses investing and the economy in 2022. Alicia Diaz with Bloomberg’s TOPLive team discusses the Bloomberg “Big Take” story on the economic pain behind NYC’s reopening. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 21, 202225 min

Markets, The Fed, And Satellites

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting, Fed strategy, interest rates, and the economy. Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, talks about the latest LEI data released on Friday. Ankur Crawford, EVP and Portfolio Manager at Fred Alger Management, LLC, talks about markets and the economy amid volatility in 2022. Peter Platzer, CEO of Spire, talks about his company, rising gas prices, and energy concerns in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 18, 202223 min

Investing, Markets, And The SALT Tax

Sean O’Hara, President of Pacer ETFs, discusses investing and the economy. Aysha Bagchi, Legal Reporter with Bloomberg Industry Group, discusses the SALT Tax. Mike Vogelzang, CIO & Managing Director at CaptTrust, discusses markets, inflation, and the economy in 2022. David Kudla, founder and CEO of Mainstay Capital Management, talks about the market reaction to the Ukraine war and the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 17, 202222 min

Interest Rates, Markets, and The Economy In 2022

Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, discusses markets, interest rate hikes, and the economy in 2022. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, discusses the Fed, central banks, and global economies. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Bloomberg News Chief Economist Michael McKee discusses the Fed meeting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 16, 202227 min

Inflation, Commodities, And The Supply Chain

Ed Price, Senior Fellow at NYU and former British Trade Official, talks about inflation risks in 2022. Will Rhind, CEO of GraniteShares Advisors, LLC, breaks down the latest on commodities, gold, inflation, oil supply, as well as energy prices. Dave Magers, CEO of Mecum Auctions, discusses the successes in the collector car market. Tooey Corutemanche, CEO of Procore, talks about cloud management for construction companies. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 15, 202224 min

The War In Ukraine, The Economy, And Energy

Abhay Deshpande, founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets and investing. Markiyan Lubkivskyi, advisor to the Minister of Defense of Ukraine, discusses the war in Ukraine. Ted Smith, co-founder and president of Union Square Advisors, talks about tech investments amid market volatility and inflation. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital LLP, talks about energy security, ESG investing, and the economy in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 14, 202226 min

Markets, ETFs, And Inflation

Sylvia Jablonski, Chief Investment Officer and co-Founder at Defiance ETFs, discusses investing and gives her 2022 economic outlook amid the Ukraine war and inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. David Katz, President and CIO of Matrix Asset Advisors, talks about investing and the economy in 2022. Andrew Chanin, CEO of ProcureAM, discusses the space industry, Space ETFs, as well as investment strategies. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Mar 11, 202219 min

Markets, Diamonds, And Autonomous Driving

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses inflation, investing, and gives his market outlook for 2022. Angus Pacala, CEO of Ouster, talks about his company and autonomous driving technology. Dave Harden, founder and President of Summit Global Investments, discusses investment strategies amid volatility. Amish Shah, President of ALTR Created Diamonds, discusses how diamond prices are expected be impacted due to the war in Ukraine. Hosted by Matt Miller and Katie Greifeld.See omnystudio.com/listener for privacy information.

Mar 10, 202225 min

Markets Amid War And ESG Investing

Tal Reback, Director of KKR, discusses the economy and risks in 2022. Will Nasgovitz, CEO and Portfolio Manager at Heartland Funds, talks about investing and the economy in 2022 amid war in Ukraine and inflation. Tom Stringfellow, Argent Trust Chief Investment Strategist, talks about investment strategies in 2022. Caroline Bressan, Managing Director at Open Road Alliance, discusses impact investing and their risks and rewards. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Mar 9, 202218 min

Markets, Oil, And International Women’s Day

Lisa Erickson, Senior VP/Head: Traditional Investment at US Bank Wealth Management, discusses the economy and markets amid inflation and the war in Ukraine. Angie Gildea, KPMG US Energy Sector Leader, talks about rising oil prices. Mary Ellen Iskenderian, CEO at Women’s World Banking, discusses women working in finance and job opportunities in the sector. Geralyn Ritter, Head of External Affairs and ESG at Organon, discusses the company’s vision, women in the workplace, and women’s health. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Mar 8, 202224 min

Markets, Semiconductors, And Oil Prices

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses the economy and markets. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about interest rates and the economy in 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities and natural gas amid the Ukraine-Russia war. Lincoln Clark, Partner and Global Leader of KPMG’s Semiconductor Practice, talks about US executives expressing confidence in financials and operations despite expected chip shortages. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Mar 7, 202222 min

The State Of Labor And The Economy In 2022

Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Russell Price, Chief Economist at Ameriprise Financial, discusses jobs, markets, investing, and jobs day. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest jobs numbers and the state of employment in the US. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation and labor. Hosted by Paul Sweeney and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Mar 4, 202222 min

Markets And Investing Amid War In Ukraine

Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses commodities and Bitcoin amid the Ukraine-Russia war. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses how investing and the economy has changed since the Ukraine-Russia war started. Anna Han, Vice President, Equity Strategist at Wells Fargo, discusses the economy and investment outlook amid volatility due to inflation and the war in Ukraine. Barry Ritholtz, founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of “Masters in Business,” discusses how geopolitical conflicts impact markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 3, 202223 min

Ukraine, Oil, And The Supply Chain

Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine war and rising interest rates. Bloomberg stocks editor Kriti Gupta and oil futures reporter Julia Fanzeres talk about rising oil prices. Megan Horneman, Chief Investment Strategist at Verdence Capital Advisors, discusses the economy and markets while the Ukraine-Russia war is happening. Brooke Sutherland, columnist with Bloomberg Opinion, talks about how the supply chain has affected Joe Biden’s presidency. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 1, 202224 min

The War’s Impact On Global Markets And Oil

Pete Earle, Economist at the American Institute of Economic Research, discusses markets, the economy amid inflation and war, and gives his economic outlook for 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities amid the Ukraine-Russia war. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks about the economy and markets in 2022. Sonali Basak, Bloomberg Wall Street reporter, discusses some Russian banks being cut off from the SWIFT financial system and how financial issues are also creeping into other markets. Hosted by Paul Sweeney, Matt Miller, and Kriti Gupta.See omnystudio.com/listener for privacy information.

Feb 28, 202222 min

The Markets, Ukraine, And Biden’s SCOTUS Pick

David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war and how it shifts the economic outlook in 2022. Lauren Hein, Head of Advisor Relations at ROBO Global, talks about tech equities reacting to the Ukraine war. Tom Orlik, Chief Economist with Bloomberg Economics, discusses the Bloomberg “Big Take” story on the global economic implications of the war in Ukraine. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses President Biden’s Supreme Court pick. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 25, 202223 min

Inflation, Consumer Sentiment, And Labor

Adam Gold, Founder and CIO at Katam Hill, LLC, discusses markets, investing, and the economy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, discusses inflation and its impact on retail and consumers. Steve Kane, co-CIO and Generalist Portfolio Manager with TCW Group, discusses inflation and the Fed. Tara Jaye Frank, equity strategist, author, and President and CEO of TJF Career Modeling, LLC, discusses the Bloomberg 2022 Gender Equality Index and women returning to work. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 23, 202219 min

Market And Supply Chain Pressures

Tom Mantione, Managing Director with UBS Private Wealth Management, talks about the markets, investing, and economic pressures in 2022. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of Municipal Bond Group at Federated Hermes, discusses the bond market and economy in 2022. Ronen Samuel, CEO of Kornit Digital, talks about how the supply chain is affecting the fashion industry and gives his retail outlook for 2022. Emiliano Kargieman, CEO of Satellogic, talks about going public, his company’s satellite technology, and the outlook for the business. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 22, 202221 min

Markets, ETFs, and Commodities

Mark Yusko, CEO and CIO of Morgan Creek Capital Management, discusses markets and gives his economic outlook for 2022. Katie Greifeld, Bloomberg QuickTake anchor and cross asset reporter with Bloomberg News, discusses ETFs and the economy in 2022. Michael McKee, Global Chief Economist with Bloomberg News, talks about the Federal Reserve, interest rates, and the economy. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, talks about commodities and the markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 18, 202224 min

Markets, Energy, And Esports (Podcast

Chris Harvey, Head of Equity Strategy at Wells Fargo, discusses investing and the economy amid rising inflation and geopolitical tensions. Angie Gildea, KPMG US Energy Sector Leader, discusses rising oil prices and energy outlook in 2022. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 economic outlook. Grant Johnson, Esports Entertainment Group CEO, discusses his company, sports video games, and sports gambling. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 18, 202219 min

Investing, ETFs, And The Economy

Mark Yusko, CEO and CIO of Morgan Creek Capital Management, talks about markets, investing, and inflation. Michael McKee, Global Chief Economist for Bloomberg News, discusses the Federal Reserve and the economy. Katie Greifeld, Bloomberg News Cross Asset reporter and Bloomberg QuickTake co-anchor, discusses ETFs and investments. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, talks about the latest news in crypto and commodities. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 17, 202225 min

The Fed, Retail Sales, and The Great Resignation

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, talks about Fed minutes, inflation, and interest rates. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, talks about central bank activity across the globe and inflation. Andy Hogenson, Global Lead of Consumer Goods, Retail, & Logistics at Infosys Consulting, talks about the retail sector and hiring and supply challenges. Michael Hansen, CEO at Cengage Group, discusses hybrid work and the Great Resignation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 16, 202224 min

Market Outlook And Supply Chain Constraints

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about inflation, the Fed, and gives his market outlook. Huw Roberts, Director of Research and Sales at Quant Insights, talks about fixed income and gives his economic outlook for 2022. Andre Menezes, CEO of Next Gen Foods, discusses the alternative meat business and his company’s outlook for 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 15, 202223 min

The Markets, Ukraine, Cyberthreats, And Supply Risks

Katie Nixon, CIO of Wealth Management at Northern Trust, discusses economic risks and inflation in 2022. David Britton, Global Strategy for Identity & Fraud at Experian, talks about internet fraud and how it affects consumers and businesses. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market and returning to offices. Laura Modi, CEO and Founder of Bobbie – a female-founded infant formula company – talks about supply challenges her business and others have faced. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 14, 202222 min

Interest Rates, Data Protection, And NBC

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses inflation and investing. Gerry Smith, Bloomberg News media reporter, discusses Super Bowl ad prices, Olympic ratings, NBC, and Peacock streaming. Dave Ellison, Portfolio Manager of Hennessy Large & Small Cap Financial Funds, talks markets and investing in 2022. Sanjay Mirchandani, Commvault CEO, discusses his company, data security, and ransomware threats. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 11, 202219 min

CPI Data, Cybersecurity, And Tech

Avery Sheffield, Co-founder & CIO of VantageRock at Rockefeller Asset Management, discusses CPI data and the consumer sector. Ben Slavin, BNY Mellon Global Head of ETFs Asset Servicing, talks ETFs, investing, and the economy in 2022. TJ Jiang, AvePoint CEO, talks about cybersecurity and managing data. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, talks Disney, Peloton, and tech stocks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 10, 202222 min

Investing, Gaming, And Cybersecurity

Jay Bryson, Wells Fargo Chief Economist, discusses markets and gives his economic outlook for 2022. Andy Paul, CEO of Corsair Gaming, discusses gaming streaming and computer hardware. Guy Davis, Managing Director and Portfolio Manager at GCI Investors, talks about investing strategies amid inflation and interest rate hikes. Christy Wyatt, President and CEO of Absolute Software Corp., discusses ransomware, cybersecurity, and company earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 9, 202225 min

Markets And The Fed In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses the state of the economy and gives her market outlook for 2022. Darren Chervitz, Portfolio Manager at Jacob Asset Management, talks about markets and investment strategies in 2022. Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about inflation and volatility. David Katz, President and CIO of Matrix Asset Advisors, talks about investment strategies and market optimism in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 8, 202223 min

Markets, Labor, And The Supply Chain

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses markets and gives his economic outlook in 2022. Priya Misra, Managing Director and Global Head of Rates Strategy, talks about Fed pricing, inflation, and the economy. Nolan Church, CEO at Continuum, talks about executive employment and the state of labor in the US. Ann Fandozzi, CEO of Ritchie Bros, talks about her business, the supply chain, and manufacturing in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Feb 7, 202223 min

Markets, Fintech, Cars, And Ice Cream

Liz Young, Head of Investment Strategy at SoFi, joins the show to talk about markets and the economy in 2022. Robin Vince, Vice Chair and CEO of Global Market Infrastructure at BNY Mellon, joins the show to discuss fintech, the latest fintech acquisition by BNY Mellon, and talks about reopening New York. Ed Ludlow, West Coast correspondent for Bloomberg News, and Bloomberg TV producer Laura Wright discuss Rivian ramping up production and Tesla earnings. Kim Peddle Rgeum, CEO of Dreyer's Grand Ice Cream, talks about supply chain challenges and other economic pressures the company has faced in 2021 as they move forward in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 28, 202229 min

The US Economy And Investing In Tech And Healthcare

Seth Carpenter, Morgan Stanley Chief Economist, talks about his US economic outlook for 2022 amid inflation and interest rate hikes. Lisa Chai, Partner at ROBO Global, talks about tech investment and gives her tech outlook in 2022. Derek Ellington, Head of Small Business Banking at Wells Fargo, talks about how supply chain bottlenecks, inflation, and economic pressures are squeezing small businesses in the US. Ash Shehata, KPMG National Sector Leader for Healthcare and Life Sciences, talks about KPMG’s findings in their 2022 Healthcare Life Sciences Investment Outlook survey. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Jan 27, 202224 min

Interest Rates And Inflation In 2022

Ed Price, Senior Fellow and former British trade official at NYU, talks about the FOMC meeting and economic risks in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, talks about investing strategies amid inflation in 2022. Laird Landmann, Generalist Portfolio Manager in TCW’s Fixed Income group, joins the show with the latest on fixed income and investment strategies. Louis Summe, CEO & Founder at LiveVox, talks about customer service tech advancements. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 26, 202220 min

Market Volatility, Real Estate, And The Supply Chain

Ellen Zentner, Morgan Stanley Chief US Economist, talks about the upcoming FOMC meeting, the US economy, and inflation. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board, breaks down monthly consumer confidence data. Hessam Nadji, CEO of Marcus & Millichap, talks about the real estate sector and hybrid work. Laura Modi, CEO and co-Founder of Bobbie – a female-founded infant formula company – talks about her business and its broader goals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 25, 202220 min

Markets, Healthcare, And The Supply Chain

Katie Nixon, CIO of Wealth Management at Northern Trust, discusses inflation risks and interest rates in 2022. Waqaas Al-Siddiq, CEO of Biotricity, talks about what he believes will be the post-pandemic “new normal” when it comes to healthcare delivery. Gene Seroka, Executive Director of the Port of LA, has the latest on supply chain bottlenecks and labor. Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, gives her market outlook for 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 24, 202228 min

Markets, Oil, And Green Hydrogen

Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Management, talks about markets, interest rate hikes, and gives his 2022 economic outlook. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss gas prices and gives her outlook for the energy sector in 2022. Bane Hunter, CEO of GetSwift, discusses SaaS technology and combatting supply chain pressures. Andy Marsh, President and CEO of Plug Power, talks about green hydrogen and its future. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 21, 202222 min

Inflation, Health Tech, And Alcoa’s Strong Q4

Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company’s Q4 earnings, the aluminum market, and pivoting into a carbon-conscious future. Nina Deka, Senior Research Analyst with ROBO Global, discusses health tech investment. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Jan 20, 202228 min

Markets, Fixed Income, And Crypto Investments

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses markets and inflation as the Fed looks to hike interest rates this year. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 market outlook. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the bond markets, Fed tapering, and gives his investment outlook for 2022. Alex Lemberg, CEO of Nimbus Platform, talks about DeFi, cities looking to become crypto hubs, and long term crypto investments. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 19, 202221 min

Markets, REITs, And Flying Private

Adam Coons, Portfolio Manager with Winthrop Capital Management, discusses markets, interest rate hikes, and gives his 2022 economic outlook. Liz Young, Head of Investment Strategy at SoFi, joins the show to talk markets and the economy in 2022 amid Fed tightening. Jeffrey Langbaum, Bloomberg Intelligence Senior REIT/CRE Equity Analyst, joins the show to discuss companies leasing office space and the future of hybrid work and offices. Tal Keinan, CEO of Sky Harbour, discusses recent challenges for people and businesses flying private amid the pandemic and winter weather cancellations. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 18, 202224 min

Retail Sales, Inflation, And Solar Energy

David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joins the show to discuss markets and the economy. Brett Moyer, CEO, President, and Chairman of Summit Wireless Technologies, talks about the latest trends in home entertainment, WiSA technology, and gives his outlook for 2022. Erica Brinker, Chief Financial Officer and Head of ESG at Array Technologies, talks about solar energy and the solar market in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 14, 202223 min

The Markets And Economy Amid Rising Inflation

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial advisor at UBS, talks about the economy, investing, and gives her market outlook for 2022. Isabelle Winkles, CFO of Braze (NASDAQ: BRZE), talks about Braze, customer and buying trends, and consumer outlook in 2022. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of Masters in Business, discusses markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 13, 202225 min

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Diana Furchtgott-Roth, adjunct professor at George Washington University and former Deputy Assistant Secretary for Research and Technology at the US Department of Transportation, discusses the delayed 5G rollout and the FAA’s concerns. Oscar De Bok, CEO of DHL, Supply Chain, gives his take on shipping and supply chain bottlenecks in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Jan 12, 202224 min

The Supply Chain, Semiconductors, And Real Estate

Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotive at Qualcomm, discusses the supply chain, semiconductors, and future of driving. Bonnie Stone Sellers, co-Founder and Chair at Forbes Global Properties, talks about the latest trends in luxury real estate. Sonali Basak, Bloomberg Wall Street reporter, has the latest on Goldman Sachs and its push to expand its credit card initiative in its consumer business. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 10, 202224 min

Jobs Day, Labor, And Real Estate Investment

Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor and the latest jobs numbers. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of Omicron on jobs day. Aaron Jodka, National Director of Capital Markets Research at Colliers, discusses real estate investing in 2022. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.

Jan 7, 202228 min

Corporate Political Activity And Markets In 2022

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, investing, and the economy in 2022. Paul Washington, Executive Director of the ESG Center at The Conference Board, talks about corporate political activity and donations one year after the January 6th Capitol Hill riot. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, talks about Amazon’s relatively poor stock performance in 2021. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.

Jan 6, 202226 min

Outlook For COVID-19, Taxes, Energy, And Real Estate

Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for people who test positive for COVID-19 and the spread of Omicron. Chad Robins, CEO of Adaptive Biotechnologies (NASDAQ: ADPT), discusses T-cells and the Omicron variant. Lisa Featherngill, National Director of Wealth Planning at Comerica Bank, discusses tax planning and how Build Back Better could affect taxes. CJ Follini, Managing Partner at NOYACK Capital, discusses real estate investing and alternative investments. Hosted by Paul Sweeney and Taylor RiggsSee omnystudio.com/listener for privacy information.

Jan 5, 202227 min

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings and how it affects supply deliveries for companies. Mark Dixon, founder and Chief Executive Officer at IWG plc, discusses the evolution of the hybrid workplace. Bryan Whalen, co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, discusses fixed income and investing in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 4, 202221 min