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Bloomberg Intelligence

Bloomberg Intelligence

3,442 episodes — Page 28 of 69

Market And Tech Outlook For 2022

Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about markets and investing in 2022 amid the spread of Omicron. Greg Falesnik, CEO of MZ North America, discusses ESG investing and SPAC advisory. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, talks about Tesla and expectations for tech stocks in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jan 3, 202224 min

Markets, Hiring, Supply Chain, And The Ski Industry

Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Great Resignation and its impact on retailers and hospitality. Chieh Huang, co-founder and CEO at BOXED, discusses going public, the outlook for his company, and the supply chain. Rusty Gregory, CEO of Alterra Mountain Company, talks about the skiing industry and the outlook for winter outdoor experiences amid the Omicron outbreak. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Dec 23, 202126 min

Technology, Travel, And The Supply Chain

Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses airline travel amid the spread of the Omicron variant. Mike Parra, CEO of DHL Express, Americas, discusses how DHL is handling supply chain bottlenecks during the holidays. Ann Fandozzi, CEO of Ritchie Brothers Auctioneers, talks about supply chain disruptions and gives her outlook for her company. Hosted by Paul Sweeney and Sonali Basak.See omnystudio.com/listener for privacy information.

Dec 22, 202126 min

Markets, Hiring, And Retail Spending

Dave Harden, Founder and President of Summit Global Investments, gives his market outlook for 2022. April Arnzen, Senior VP and Chief People Officer at Micron Technology Inc., talks about finding employees amid a tight labor market. David Lukes, SITE Centers President and CEO, talks about holiday spending, retail, and supply chain bottlenecks amid the holiday shopping season. Vidya Peters, COO at Marqeta, talks about FinTech, consumer sentiment, holiday shopping, and digital purchases. Hosted by Paul Sweeney and Sonali Basak.See omnystudio.com/listener for privacy information.

Dec 21, 202124 min

The Supply Chain And Consumer Spending

Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, discusses the new Leading Economic Index (LEI) data, consumer behavior, and inflation. Dr. Lisa Williams, Chief Executive Officer at World of EPI, discusses supply chain bottlenecks, how it affects holiday shopping, and how Omicron could affect the supply chain. Andrew Rostami, Head of Citizens Pay at Citizens Bank, discusses the supply chain driving up retail activity and “Buy Now, Pay Later.” RJ Gallo, Senior Portfolio Manager at Federated Hermes, talks about Omicron, fixed income, and the bond markets. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.

Dec 20, 202122 min

Interest Rates, Energy, Housing, And Cybersecurity

Jennifer Lee, Managing Director and Senior Economist at BMO Financial, discusses global inflation, central bank policy in the US and across Europe, and gives her economic outlook for 2022. Brad Dillman, Chief Economist at Cortland, breaks down the latest trends in the housing market. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss energy prices and gives her outlook for the energy sector in 2022. Dana Simberkoff, Chief Risk, Privacy, and Info Security Officer at AvePoint, talks about cybersecurity and President Biden’s privacy and data policy. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.

Dec 17, 202122 min

The Latest On Interest Rates, Fed Tapering, And Inflation

Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, joins the show to discuss markets, the FOMC meeting, and inflation. Mark Douglas, CEO of MNTN, talks about ad tech and putting together a Peloton ad 48 hours after the Sex and the City controversy. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about Fed tapering and fixed income. Markus Schomer, Chief Economist at PineBridge Capital, gives his outlook on the global economy in 2022 as well as raising interest rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 16, 202124 min

The FOMC Meeting And Its Impact On Markets

Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about December’s FOMC meeting, inflation, and gives her 2022 economic outlook. Sam Sidhu, President and CEO of Customers Bank, discusses consumer outlook, markets, and the FOMC meeting. Brian Smoluch, CIO of Hood River Capital Management, talks about Fed tapering and inflation. Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses tapering and investment strategies. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 15, 202123 min

Consumer Outlook, Muni Bonds, And Virtual Conferences

Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackRock, talks about municipal bond returns, the potential of higher taxes with Build Back Better, and how taxes will impact municipal bond investment strategies. Sean McCarthy, Chief Executive Officer at Build America Mutual, talks about investing in municipal bonds. Ben Chodor, President of Notified, discusses traveling to events and virtual conferences amid Omicron. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 14, 202125 min

Inflation, Investing, And The Latest On Omicron

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, discusses the latest Omicron developments and vaccine effectiveness against the variant. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the ISM Semiannual Economic Forecast. Michael Cuggino, President and Portfolio Manager of the Permanent Portfolio Family of Funds, discusses investing strategies amid inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 13, 202125 min

Consumer Price Index Continues To Climb

David Katz, President and Chief Investment Officer at Matrix Asset Advisors, gives his market outlook for 2022 and discusses CPI and inflation. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and CPI data. Mary Ann Miller, VP of Client Experience, Fraud, and Cybercrime Executive Advisor at Prove, has the latest on cybersecurity amid the holiday shopping season and how supply chain issues increase instances of fraud. Cam Simpson, Senior Editor and Reporter with Bloomberg Businessweek, discusses his Big Take story on MSCI, the largest ESG rating company, and the ESG mirage. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Dec 10, 202124 min

Examining Tech, Markets, And ESG Investing

Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the latest tech stocks and how they’ve performed recently. Ian Lyngen, Managing Director and Head of US Rates Strategy at BMO Capital Markets, gives his market outlook for the rest of the year. Ross Klein, Founder and Chief Investment Officer at Changebridge Capital, discusses ESG investment strategies. Tammy Haygood, Financial Advisor and creator of the Impact Investment Group, a wealth management advisor team at UBS, outlines her ESG investment strategy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 9, 202124 min

Holiday Shopping And 2021 Market Outlook

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about holiday shopping, consumer spending, and her economic outlook for the rest of 2021. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, talks about inflation and gives his market outlook. Mike Vogelzang, Chief Investment Officer & Managing Director at CAPTRUST, discusses the economy and investing. Aoifinn Devitt, Chief Investment Officer of Moneta, discusses the day’s latest trading news. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 8, 202121 min

The Supply Chain, Batteries, And Market Outlook

Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management Company, discusses inflation, Fed tapering, and his market outlook for 2022. Anabel Fernandez, Interim CFO and Treasurer of Dream Finders Homes, talks about selling homes in high-growth markets and why she’s bullish on real estate heading into 2022. Tom Jensen, CEO and co-founder of FREYR Battery, talks about how battery technology affects the future of renewable energy. Primit Parikh, President, COO, and co-founder of Transphorm, talks about battery production, semiconductors, and other energy-related issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 7, 202124 min

The Latest On Inflation, Omicron, and Fed Tapering

Phil Orlando, Chief Equity Strategist at Federated Hermes, discusses inflation, Fed tapering, and gives his market outlook for 2022. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about equity markets and inflation. Lisa Erickson, Senior Vice President and Co-Head of Public Markets Group at US Bank Wealth Management, offers her market analysis. Dave Hering, COO of Adagio Therapeutics who previously led Pfizer’s vaccine program for North America, talks about the spread of the new Omricon variant. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 6, 202121 min

November Jobs Day And Infrastructure

Dana Peterson, Chief Economist and Center Leader of Economy, Strategy, and Finance at The Conference Board, breaks down the November jobs report. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of the Omicron variant. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the state of employment in the US. Joe Mastrangelo, Chief Executive Officer of Eos Energy Enterprises, talks about President Biden’s infrastructure bill, battery research, and renewables. Hosted by Matt Miller and Taylor Riggs.See omnystudio.com/listener for privacy information.

Dec 3, 202137 min

The Latest On Infrastructure And Oil And Previewing Jobs Day

Sofia Song, Global Cities Leader at Gensler, discusses the economic impact of President Biden’s infrastructure bill on cities and urban spaces after the president touted his bill on Tuesday in Minnesota. Will Rhind, CEO of GraniteShares Advisors, LLC, talks about commodities, inflation, oil supply issues, and energy­ investments. Sylvia Jablonski, Chief Investment Officer at Defiance ETFs, talks about inflation and gives her market outlook for the rest of 2022 amid the emergence of the Omicron variant. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, as well as a member of the firm’s Investment Strategy Committee, discusses the latest market and inflation news. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dec 2, 202123 min

Omicron’s Economic Impact Amid The Holiday Shopping Season

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research with Bloomberg Intelligence, discusses what we know about Omicron, the latest coronavirus variant, and how effective vaccines can be in limiting its spread. Matt Forester, Chief Investment Officer for Lockwood Advisors at BNY Mellon Pershing, offers his outlook on holiday shopping amid supply chain bottlenecks and the Omicron variant. Jeffrey Kleintop, Charles Schwab Chief Global Investment Strategist, discusses his market outlook amid the emergence of Omicron. Anjee Solanki, National Director of Retail Services for the US for Colliers, talks about retail activity ahead of the holidays. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 29, 202124 min

Markets Fall Amid New COVID-19 Variant

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, discusses the market drop on Black Friday amid identification of a new coronavirus variant. Jim Sullivan, Managing Director and REIT Analyst for BTIG, discusses how the new COVID variant could impact real estate. Dr. April Kapu, President of the American Association of Nurse Practitioners (AANP), discusses COVID spikes in the US and the latest COVID-19 variant alarming health professionals. Cam Harvey, Professor of Finance at Duke University, talks about the new COVID-19 variant’s impact on markets as well as his new book, “DeFi and the Future of Finance.” Paige Vanfossen, Vice President of eCommerce Operations, DHL Supply Chain, discusses how the new coronavirus variant could affect supply chain bottlenecks and the economy. David Dietze, Managing Principal and Senior Portfolio Strategist at Gladstone Bank, breaks down the markets after close on a tough Black Friday. Hosted by Paul Sweeney, Katie Greifeld, and Guy Johnson.See omnystudio.com/listener for privacy information.

Nov 26, 202143 min

Examining Labor, Retail, And Renewable Energy Markets

Mark Dowding, the Chief Investment Officer at BlueBay Asset Management, discusses labor, inflation, and other market topics. Elizabeth Ebert, CIO Advisory Partner for CPG, Retail and Logistics, Infosys Consulting, talks about retail sales ahead of the holiday shopping season. UGE International CEO Nick Blitterswyk discusses renewables and solar energy. Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, talks about investing strategies and his new book “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.” Hosted by Paul Sweeney and Ritika Gupta.See omnystudio.com/listener for privacy information.

Nov 24, 202125 min

Jerome Powell’s Second Term And The Latest On Markets

Kaleb Nygaard, Senior Research Associate at the Yale Program on Financial Stability and former statistical analyst at the Federal Reserve Bank of Chicago, discusses President Biden’s picks of Jerome Powell as Fed Chair and Lael Brainard as Vice Chair. Jim Chirico, CEO of Avaya, talks about labor shortages, remote work, and how companies are planning returns to offices. Kriti Gupta, Markets correspondent with Bloomberg News, discusses investing news and market outlook for the rest of the year. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about market expectations in the wake of Jerome Powell’s nomination for a second term as the head of the Federal Reserve. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.

Nov 23, 202125 min

Biden Selects Powell To Lead Federal Reserve Again

Craig Torres, Federal Reserve and U.S. Economy Reporter for Bloomberg News, has the latest on President Biden’s decision to nominate Jerome Powell to lead the Federal Reserve for another term. Brian Vendig, President of MJP Wealth Advisors, gives his market outlook following Powell’s re-nomination. Ian Lyngen, Managing Director and Head of US Rates Strategy in the BMO Capital Markets Fixed Income Strategy Team, further breaks down the selection of Jerome Powell and what impact it may have on investors. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the outlook for electric vehicle and tech markets. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.

Nov 22, 202124 min

The Impact Of A European Coronavirus Lockdown

Janet Elkin, CEO of ICON Medical Network, discusses healthcare labor amid a coronavirus outbreak in Austria and its potential impact on staffing in the US healthcare system. Matt Winkler, Bloomberg News Editor-In-Chief Emeritus, discusses his Rivian piece for Bloomberg Businessweek. Avery Sheffield, Managing Director and Senior Portfolio Manager of long/short equity hedge fund strategy with Rockefeller Asset Management, talks about markets, e-commerce, and the supply chain ahead of the holidays. Jonathan Waite, Senior Research Analyst at Frost Investment Advisors, discusses fourth quarter earnings, the supply chain, and job growth. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 19, 202123 min

Economic Forecasts And Fed Chair Uncertainty

Jordan Kahn, CIO of the ACM Funds and Portfolio Manager of the ACM Dynamic Opportunity Fund, talks about markets and Visa stock slumping amid news that Amazon is going to stop accepting Visa payments in the UK due to high fees. Phil Palumbo, the CEO, CIO, and Founder of Palumbo Wealth Management, breaks down the risks of inflation and how it could affect stocks in the coming year. Katie Greifeld, a Cross Asset Reporter for Bloomberg News and Bloomberg QuickTake Co-Anchor, discusses the latest cryptocurrency news and headlines. Louis Navellier, Chairman and Founder of Navellier & Associates, talks about IPO valuations, as well as renewable energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 19, 202128 min

A Closer Look At The Fed And Renewables

Janelle Woodward, President of MacKay Shields, talks about inflation, interest rates, the Federal Reserve, and her economic outlook. Vijay Manthripragada, CEO of Montrose Environmental Group, discusses President Biden’s infrastructure bill, COP26, and renewables. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to talk about Federal Reserve tapering and his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller. Barry Ritholtz, the Founder of Ritholtz Wealth Management, a Bloomberg Opinion columnist, and host of Bloomberg’s “Masters in Business,” talks about the supply chain and inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 18, 202126 min

Examining The Supply Chain, Labor, And Alternative Energy

Lisa Chai, Senior Analyst at ROBO Global, discusses supply chain issues, holiday shopping, and how warehouses are keeping up. Tom Gimbel, founder & CEO of the staffing and recruiting firm, LaSalle Network, talks about labor and the economy. Jennifer Bartashus, Senior Analyst of Packaged Food & Retail Staples with Bloomberg Intelligence, discusses Wal-Mart earnings and consumer demand ahead of the holidays. Seth Grae, CEO of Lightbridge Corporation, breaks down the energy sector, gas prices, and alternative energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 16, 202127 min

The Latest On Bond Markets, Fed Strategy And Investment Outlook

Ernesto Ramos, Chief Investment Officer, U.S. at BMO Global Asset Management, discusses the markets, investing, and the Federal Reserve. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about market expectations and fourth quarter outlook. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins the show to discuss bond markets, bond investment, and current investment outlook. Steve Wyett, Chief Investment Strategist at BOK Financial, talks about inflation, quantitative easing, and the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 15, 202126 min

Examining The Supply Chain, Markets, And ETFs

Greg Hewitt, Chief Executive Officer of DHL Express USA, talks about supply chain bottlenecks and how it affects the economy. Kurt Sievers, President and CEO of NXP Semiconductors, discusses the supply chain as it relates to the automotive industry, as well as semiconductor manufacturing. Anders Persson, the Chief Investment Officer of Global Fixed Income at Nuveen, talks about the economy and markets. Frank Holmes, CEO and CIO of U.S. Global Investors, discusses jet ETFs and travel outlook for 2022. Hosted by Matt Miller and Taylor Riggs.See omnystudio.com/listener for privacy information.

Nov 12, 202127 min

Investing Strategies For Crypto, ESGs, And Telecommunications

Maia Becker, Director of Corporate Governance and Responsible Investment with RBC, discussing COP26, investments, and climate change policy. Ido Susan, CEO and co-founder of the telecom company DriveNets, discusses the state of telecom and technological advances in the workplace. Brett Harrison, the President of FTX US, talks about the latest cryptocurrency news and investing in crypto. Wendy Wong, Head of Sustainable Investment Partnerships at New York Life Investments, discusses broader trends in ESGs and strategic investing. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Nov 11, 202127 min

The Latest On Inflation, Crypto Records, And Market Bubbles

Lisa Erickson, Senior Vice President & Co-Head of the Public Markets Group at US Bank Wealth Management, discusses the markets, inflation, and investing. David Katz, Chief Investment Officer at Matrix Asset Advisors, talks about the economy and market outlook. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, talks about the latest cryptocurrency news. Brian Chappatta, Debt Markets Columnist with Bloomberg Opinion, talks about his column on the Federal Reserve’s response to the stock market bubble risk. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Nov 10, 202125 min

Fed Leadership Uncertainty And US Travel Requirements

Lisa Hornby, the head of US Multi-Sector Fixed Income at Schroders, talks about investment outlook after Lael Brainard was interviewed for Fed chair. CEO of Dream Hotel Group Jay Stein discusses international travelers coming to the US amid new vaccine requirements. Jack Truong, James Hardie CEO, discusses labor shortages and the state of the housing industry. Alex Harris, Bond reporter for Bloomberg News, discusses her Bloomberg “Big Take” story on Reddit’s obsession with the Federal Reserve’s overnight reverse-repurchase agreement facility.See omnystudio.com/listener for privacy information.

Nov 9, 202125 min

Examining The Markets, Berkshire Earnings, And Retail

Marcus Moore, Assistant Portfolio Manager for Zeo Capital Advisors, talks about the markets and credit strategy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about retail investment strategy as the holidays approach. Bloomberg Intelligence Senior Analyst of Property and Casualty Insurance Matthew Palazola discusses Berkshire Hathaway third quarter earnings. Matt Roberts, the CEO of Vacasa, talks about the state of the travel and vacation rental industry. Hosted by Matt Miller and Ed Ludlow.See omnystudio.com/listener for privacy information.

Nov 8, 202123 min

A Deep Dive Into Jobs, The Markets, And Crypto

Constance Hunter, Chief Economist at KPMG, discusses the jobs report. Peter Andersen, founder of Andersen Capital Management, talks about the markets and investment strategies. Scott Freeman, co-founder and partner at JST Capital, has the latest on the crypto space. Tom Gimbel, Founder and CEO of LaSalle Network, discusses the jobs report and hiring trends. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Nov 5, 202132 min

Markets, Healthcare, And Politics Ahead Of Jobs Day

Pete Earle, economist for the American Institute for Economic Research, discusses inflation, the Federal Reserve, and economic outlook for the rest of 2021. Janet Elkin, President and CEO of ICON Medical Network, discusses healthcare expectations for jobs day. CEO and President of the Association for Corporate Growth Tom Bohn talking about M&A and markets. Bloomberg Washington correspondent and host of "Sound On" Joe Mathieu discusses Democratic strategy following Tuesday's governor races. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 4, 202122 min

Examining Markets, The Fed, Yields, And Tech At Work

David Bianco, Chief Investment Officer at DWS Group, discusses markets, investing, outlook on inflation, and monetary policy. Dr. Ann Marie Sastry, CEO of Amesite, talks about technology in the workplace and education. Brent Finck, Global Co-Head of High Yield at Aviva Investors, discusses the state of the high yield market. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, discusses the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 3, 202124 min

A Look At Cybersecurity, Taxes, And The Markets

Matt Hayden, VP of GovTech Solutions for Exiger, discusses cybersecurity. Avery Sheffield, Senior PM of Long/Short Equity Hedge Fund Strategy at Rockefeller Asset Management, discusses e-commerce and consumer outlook for brick-and-mortar retail. Bill Smith, National Director of Tax Technical Services for CBIZ MHM's National Tax Office, talks tax legislation. Tom Stringfellow, Chief Investment Strategist at Argent Trust Company, discusses markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 2, 202121 min

A Look At Crypto, Markets, The Latest From Washington

Ben Slavin, Global Head of ETFs, Asset Servicing at BNY Mellon, discusses the latest on the Bitcoin ETF. Katherine Doherty, High Yield, Distressed Debt, and Bankruptcy Reporter for Bloomberg News talks about her story "Wall Street Is Amassing a Crypto Army and Paying Up for Recruits." Laura Davison, Congressional Tax Reporter for Bloomberg News, discusses the latest on President Biden's economic plan. Veronica Willis, Investment Strategy Analyst for Wells Fargo Investment Institute, gives her outlook on the markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 1, 202125 min

A Look At Markets, Amazon, And Facebook's New Name

Ed Ludlow, West Coast Correspondent covering big tech, discusses Amazon's 20% stake in EV maker Rivian. John Augustine, CIO of Huntington Private Bank, talks markets. Brenda O’Connor, Senior Vice President, Financial Advisor for UBS International, discusses her investment outlook. Mark Bergen, Technology Reporter for Bloomberg News, discusses the reasoning behind Facebook's new name. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.

Oct 29, 202124 min

The State Of Small Business And A Look At The Markets

Carol Lee Mitchell, Head of Small Business Strategy at Bank of America, discusses the state of small business. Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, talks markets and investing. Rob Brown, Global CEO of Lincoln International, discusses his market outlook. Kriti Gupta, Bloomberg Markets Correspondent, gives her take on the latest market moves. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 28, 202130 min

A Deep Dive Into The Markets, Inflation Outlook

Katie Nixon, CIO of Northern Trust Wealth Management, discusses the markets and her investment outlook. Ross Mayfield, Investment Strategy Analyst at Baird, talks markets and prospects for stagflation. Sylvia Jablonski, CIO of Defiance ETFs, gives her investment outlook. Laird Landmann, Portfolio Manager and Co-Director of TCW’s Fixed Income Group, discusses the latest market moves. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.

Oct 27, 202125 min

A Closer Look At Tesla And The Housing Market

Dan Ives, Managing Director, Senior Equity Analyst at Wedbush Securities, discusses Tesla. David Harden, CIO of Summit Global Investments, talks markets and investing. Fiona Cincotta, Senior Financial Markets Analyst at City Index, discusses the markets and gives her investment outlook. Brad Dillman, Chief Economist for Cortland, discusses the latest housing market data. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 26, 202126 min

Markets, Investing, And The Future Of NYC's Economy

Brad Lander, Member of the New York City Council and candidate for Comptroller, discusses the future of New York City's economy. Michael Sonnenfeldt, Founder & Chairman of Tiger 21, discusses how the ultra-wealthy are investing right now. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, talks markets and investing. Jay Hatfield, Founder & CEO of Infrastructure Capital Advisors, discusses the markets and latest infrastructure themes. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 25, 202126 min

Crypto Regulation, Supply Chain Constraints, Labor

Mary Beth Buchanan, President of Americas and Global Chief Legal Officer at Merkle Science, discusses cryptocurrency regulation. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, discusses his current investment outlook and the health of the economy. Ataman Ozyildirim, Director of Economic Research and Global Research Chair at the Conference Board, discusses monthly LEI data. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, discusses the labor market. Hosted by Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.

Oct 21, 202125 min

A Deep Dive Into Markets, Tesla Earnings Preview

Hans Olsen, CIO of the Fiduciary Trust Company, discusses market moves and sector trends. Kara Murphy, CIO of Kestra Investment Management, talks markets and gives her investment outlook. RJ Gallo, Senior Portfolio Manager, Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the markets. Esha Dey, Equity Markets Reporter for Bloomberg News, previews Tesla earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 20, 202123 min

A Look At Markets And ESG Investing

Brian Smoluch, Principal of Hood River Capital Management, discusses the markets. David Dietze, Managing Principal & Senior Portfolio Strategist at Peapack Private Wealth Management, talks markets and gives his stock picks. Janelle Woodward, President of MacKay Shields, discusses the markets and ESG investing. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives his market and investment outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 18, 202125 min

A Look At Retail, Markets, And Supply Chain Struggles

Anjee Solanki, National Director of Retail, US at Colliers, discusses the retail space and holiday shopping outlook. AJ Oden, Investment Strategist for BNY Mellon Investor Solutions, gives his investment outlook. Kristina Hooper, Chief Global Market Strategist at Invesco, talks markets. Mark Noble, Executive VP of ETF Strategy at Horizons ETFs, discusses the semi-conductor shortage and supply chain issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 15, 202127 min

A Look At Markets, Inflation, And Bank Earnings

Brett Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management Company, discusses the markets. Liz Young, Chief Investment Strategist at SoFi, talks markets and gives her outlook for the rest of 2021. Pete Earle, Economist at the American Institute for Economic Research, talks inflation. Alison Williams, Senior Global Banks Analyst for Bloomberg Intelligence, discusses the latest bank earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 14, 202123 min

A Deep Dive Into Markets And Investing

Lawrence Golub, CEO of Golub Capital, discusses the Q3 Golub Capital Middle Market Report. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks markets and investing. Anders Persson, Chief Investment Officer of Global Fixed Income at Nuveen, discusses the markets. Dan Griffith, Senior VP & Director of Wealth Strategy at Huntington Private Bank, gives his market outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 13, 202127 min

A Look At Crypto Regulation And The Markets

Marco Santori, Chief Legal Officer for Kraken, discusses cryptocurrency regulation. Jeff Camarda, Chairman & CEO of Camarda Wealth Advisory Group, talks markets and inflation. Shawn Snyder, Head of Investment Strategy at Citi US Consumer Wealth Management, discusses markets and macro trends. Rania Sedhom, Managing Partner of the Sedhom Law Group, discusses workplace toxicity. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 12, 202125 min

A Look At Markets, ESG Investing, And The Economy

Kate El-Hillow, Global Chief Investment Officer for Russell Investments, talks ESG investing and markets. Markus Schomer, Chief Economist at Pinebridge Investments, talks markets and the economy. Ted Oakley, Managing Partner of Oxbow Advisors, talks markets and gives his investment outlook. James Rasteh, CIO and Founding Partner of Coast Capital, talks markets and commodities. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 11, 202127 min