Bloomberg Intelligence
3,408 episodes — Page 28 of 69
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Jobs, Markets, And A Look At Tesla
Lindsey Piegza, Chief Economist for Stifel Financial, talks jobs and the economy. Dan Ives, Managing Director, Equity Research at Wedbush Securities, talks Tesla. Bill Smead, CIO of Smead Capital Management, discusses the markets. Omar Aguilar, CIO, Head of Investments at Schwab Asset Management, discusses their behavioral finance study. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
A Look At Markets, Mental Health, And Jobs Day
Marcus Moore, Assistant Portfolio Manager at Zeo Capital Advisors, discusses the markets. Lisa Erickson, Senior Vice President and Co-Head of Public Markets Group for U.S. Bank Wealth Management, on her market outlook. Rebecca Ray, Executive Vice President of Human Capital at the Conference Board, discusses their mental health study. Sarah House, Senior Economist and Director for Wells Fargo Securities, previews jobs day. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
Investing In Technology, ESG, And The Markets
Neesha Hathi, Chief Digital Officer for Charles Schwab, discusses their Investing in technology study. James Katz, Founder and CEO of Humankind Investments, discusses ESG investing. Rich Steinberg, Chief Market Strategist at The Colony Group, talks markets and investing. Philip Palumbo, Founder, CEO, & Chief Investment Officer for Palumbo Wealth Management talks markets. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
Expect Continued Volatility: David Katz
David Katz, President & Chief Investment Officer for Matrix Asset Advisors, discusses the markets and gives his investment outlook. Stacy-Marie Ishmael, Managing Editor for Crypto at Bloomberg, discusses Bitcoin hitting the $50,000 mark once again. Naomi Nix, Corporate Influence Reporter for Bloomberg News, discusses the latest from Facebook. Will Rhind, CEO of GraniteShares, talks commodities. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
A Closer Look At The Markets
Jeffrey Cleveland, Chief Economist at Payden & Rygel, talks inflation. Aoifinn Devitt, CIO of Moneta, discusses the markets. Ryan Jacob, CIO of the Jacob Internet Fund, talks markets and investing. Ashraf Rizvi, CEO and Founder of Gilded, discusses the commodities space. Hosted by Kailey Leinz and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
Infrastructure And The Markets
Sheetal Prasad, Small & Midcap Growth Portfolio Manager & Equity Research Analyst at Jennison Associates, discusses markets and the infrastructure bill. Tim Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management, discusses the monthly manufacturing ISM. Abhay Deshpande, Chief Investment Officer for Centerstone Investors, talks markets. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses markets and his investment outlook. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
A Deep Dive Into Markets
Brett Ewing, Chief Market Strategist for First Franklin Financial Services, discusses markets and the Fed. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks rates and markets. Alan Rechtschaffen, Financial Advisor & Senior Portfolio Manager for UBS Financial Services, shares his investment outlook. Louis Navellier, Chairman, Founder, and CIO of Navellier & Associates, gives his outlook on markets. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
Land Sales, Markets, And Investing In Automation
Jason Walter, CEO of National Land Realty, gives his take on why land sales are skyrocketing this year. Bryan Whalen, TCW’s Fixed Income Group Managing Director & Portfolio Manager, talks markets. Michael Zezas, Chief US Public Policy Strategist and Municipal Strategist for Morgan Stanley, discusses markets and fiscal policy. Bill Studebaker, CIO of ROBO Global, talks about the adoption of robotics amid labor shortages, and how to invest. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
MBA Career Outcomes And The Gender Pay Gap
Elissa Sangster, Forté Foundation CEO, discusses research into MBA alumni career outcomes and the gender pay gap. Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks monthly CCI results. Michael McKee, International Economics & Policy Correspondent for Bloomberg News, discusses the Fed testimony. Lee Klaskow, Senior Transport, Logistics, and Shipping Analyst for Bloomberg Intelligence, discusses the latest global supply chain issues. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
A Deep Dive Into Rates, Markets, The Economy
Tom Porcelli, Chief US Economist for RBC Capital Markets, discusses rates, markets, and the economy. Frank Holmes, CEO & CIO of U.S. Global Investors, and Executive Chairman of HIVE Blockchain Technologies, discusses cryptocurrency and the markets. Mo Haghbin, Chief Operating Officer of Invesco Investment Solutions, talks markets and their factor investing study. Janet Lorin, Higher-Education Finance Reporter for Bloomberg News, discusses recent university endowment returns. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
China's Crackdown On Crypto Continues
John Wu, President of Ava Labs, discusses China's cryptocurrency crackdown. Josh Duitz, Portfolio Manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI) at Aberdeen Standard Investments, talks about investing implications of the infrastructure bill. Tracie McMillion, Head of Global Asset Allocation Strategy for Wells Fargo Investment Institute, discusses their globalization report. David Harden, CIO of Summit Global Investors, talks markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
A Closer Look At The Housing Market
Brad Dillman, Chief Economist for Cortland, talks housing data. Ataman Ozyildirim, Director of Economic Research and Global Research Chair at the Conference Board, on the monthly LEI data. Robert Lam, Co-Head of Credit at Man Numeric, discusses strategies driving ESG integration into fixed income markets. Chris Gaffney, President of World Markets at TIAA Bank, talks markets and the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
A Closer Look At Markets, Focus On The Fed
Tom Stringfellow, Chief Investment Strategist for Argent Trust Company, talks markets and the Fed. Danielle DiMartino Booth, CEO & Director of Intelligence at Quill Intelligence, discusses the Fed. Alan Adelman, Senior Fund Manager and Senior Research Analyst at Frost Investment Advisors, talks markets. George Evans, Chief Investment Officer of Global Equities for Invesco & Lead Manager of the Invesco Oppenheimer International Growth Fund (OIGAX), discusses markets and his MANTRA investment themes. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Huntington Private Bank's Oviatt: We're Still Positioned for Growth
Chad Oviatt, Senior Vice President, Director of Investment Management at Huntington Private Bank, discusses the viability of the reopening trade, equity allocation, and the tax debate. Craig Giammona, Bloomberg US Real Estate Team Leader, discusses the impact of supply chain shortages on housing. Bryan Fairbanks, CEO of Trex, discusses company performance during the pandemic, supply chain issues, and the growth outlook. Fernando Valle, Bloomberg Intelligence Oil & Natural Gas Analyst, discusses ConocoPhillips's deal to acquire Royal Dutch Shell Plc’s Permian Basin assets for $9.5 billion.See omnystudio.com/listener for privacy information.
Defiance ETFs CIO: Great Day to Buy the Dip
Sylvia Jablonski, CIO at Defiance ETFs, discusses the global stock rout, fiscal spending, the housing market, and sectors to watch. Jose Herrera, Co-Founder & CEO of Horatio, discusses the changes to the customer experience tech industry, and supply chain disruptions. RJ Gallo, Senior Fixed Income Portfolio Manager & Head of the Municipal Bond Group at Federated Hermes, discusses the Federal Reserve taper timeline, and the municipal bond space. Alan Crawford, Bloomberg Government Senior Editor, discusses his Big Take Story, Soaring Housing Inequality Is Now a Global Political Faultline. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Mayoral Candidate Eric Adams On The Future Of NYC
New York City mayoral candidate, Eric Adams, discusses the future of the city. Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, talks markets and what we expect to see from Congress in the coming months. Seth Carpenter, Global Chief Economist at Morgan Stanley, discusses markets and the outlook for global central banks. David Dietze, Managing Principal & Senior Portfolio Strategist at Peapack Private Wealth Management, talks markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
SpaceX Sends Civilians Into Space
Ed Ludlow, West Coast Correspondent covering rockets and big tech for Bloomberg News, discusses the recent SpaceX launch. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his current investment outlook and stock picks. Ian Balina, Founder & CEO of Token Metrics, talks crypto investment strategies. Anjee Solanki, National Retail Director for the U.S. at Colliers, discusses the latest U.S. retail data. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)See omnystudio.com/listener for privacy information.
A Check On Commodities, Markets, The Economy
Everett Millman, Precious Metals Specialist with Gainesville Coins, discusses the commodities market. Kristina Hooper, Chief Global Market Strategist at Invesco, talks markets and the economy. Chance Finucane, CIO of Oxbow Advisors, discusses three cyclical stocks to watch. Adam Coons, Portfolio Manager and Trader at Winthrop Capital Management, gives his current investment outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
A Closer Look At Impact Investing
Maya Winkelstein, CEO of Open Road Alliance, discusses impact investing. Jason Pride, CIO of Private Wealth at Glenmede, talks markets and inflation. Anurag Rana, Senior Software & IT Services Analyst for Bloomberg Intelligence, discusses the Intuit, Mailchimp deal. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Apple's latest event. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
What's Next In The Apple, Epic Saga?
Mark Douglas, CEO and Founder of MNTN, talks about the Apple, Epic ruling and what it means for both companies and game developers. David Kotok, Chairman and CIO of Cumberland Advisors, talks markets. Katerina Simonetti, Senior Vice President, Private Wealth Advisor for Morgan Stanley Private Wealth Management, discusses the latest market news. Matt Maley, Chief Market Strategist at Miller Tabak & Co. and Founder of the Maley Report, talks markets and stocks to watch. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Aviation Security Innovations Since 9/11
Steve Karoly, Executive VP of K2 Security Screening Group discusses how aviation security has changed since 9/11. Michael Kamerman, CEO of Skilling, talks crypto following El Salvador's adoption of Bitcoin as legal tender. John Kline, President and COO of New Mountain Finance Corporation, discusses trends in the private credit space. Don Steinbrugge, CEO and President of Agecroft Partners discusses the hedge fund industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
How Smart Is Your Home? Outlook For Smart Home Tech
Aaron Emigh, CEO and Co-Founder of Brilliant, discusses the outlook for the smart home technology market. Josh Wingrove, White House Correspondent for Bloomberg News, talks about President Biden's vaccination mandate for federal employees. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses the markets. Nathan Shetty, Head of Multi Asset at Nuveen, talks private markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
What's Next For Businesses Amid Delta Variant Spread
Don McCree, Head of Commercial Banking at Citizens, discusses what's next for businesses amid the Delta variant spread. Randy Schwimmer, Senior Managing Director, Co-Head of Senior Lending at Churchill Asset Management, talks about the state of private credit. Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, gives his market outlook. Constance Hunter, Chief Economist at KPMG, gives her economic outlook post jobs day. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Understanding The Digital Age, Tech In The Pandemic
Brad Smith, President of Microsoft, discusses updated content from his book "Tools and Weapons: The Promise and the Peril of the Digital Age." Jennifer Surane, Finance Reporter for Bloomberg News, talks about her story, "Wall Street Limps Into Post-Labor Day Return Derailed by Delta." Brian Vendig, President of MJP Wealth Advisors, talks jobs and markets. Erik Wasson, Congressional Reporter for Bloomberg News, gives an update on the progress of President Biden's economic plan. Hosted by Paul Sweeney and Matt Miller. (Sonali Basak fills in for Matt Miller)See omnystudio.com/listener for privacy information.
Jobs Day: U.S. Hiring Slows Amid Delta Concerns
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks jobs and markets. Skylar Woodhouse, Reporter for Bloomberg News, discusses the aftermath of Hurricane Ida in New York City. Tom Bohn, President & CEO of the Association for Corporate Growth, discusses their survey on the future of work. Tom Gimbel, Founder & CEO of LaSalle Network, talks jobs day. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Paul Sweeney)See omnystudio.com/listener for privacy information.
Looking Ahead To Jobs Day
David Riley, Chief Investment Strategist at BlueBay Asset Management, previews jobs day. Rebecca Ray, Executive Vice President, Human Capital at The Conference Board, discusses their return to work study. Brian Fields, Groupon’s Chief Commercial Officer, talks trending stay-cation experiences for Labor Day weekend. Aleem Remtula, Partner and Co-Head of the Private Equity Group at Developing World Markets, discusses what refugees from Afghanistan will face financially in other countries. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Transforming The Way Kids Learn Through LEGO
Esben Staerk, President of LEGO Education, discusses the pandemic's impact on learning. Tim Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management, talks about the monthly ISM report. Ashraf Haque, Senior Portfolio Manager of Sands Capital’s International Growth Portfolio, discusses global investment opportunities following China's regulatory crackdown. Anthony Hatch, Principal and veteran analyst for ABH Consulting, talks about the fate of Canadian National's deal with Kansas City Southern. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Key Takeaways From The Fed
Katie Nixon, CIO of Northern Trust Wealth Management, discusses investor takeaways from Fed Chair Jerome Powell's speech at the Jackson Hole Symposium. Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks CCI data. Yoni Assia, CEO at eToro, discusses the crypto market. Sam Dunlap, Chief Investment Officer of Public Strategies for Angel Oak Capital Advisors, talks about the housing market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
What's Ahead For Mortgage Rates
Katherine Hawkins, Portfolio Manager and SVP at Vertical Capital Income Fund (NYSE:VCIF), discusses the mortgage market and investing. Anders Persson, CIO at Nuveen, talks markets, and wraps up the Jackson Hole meeting. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks Jackson Hole, and gives her market outlook. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest Wall Street news. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Barbara Corcoran: NYC Already Coming Back
Barbara Corcoran, Founder of the Corcoran Group, Shark and Executive Producer of ABC’s “Shark Tank,” discusses how she is helping small businesses recover from the pandemic. Michael Zezas, Chief US Public Policy & Municipal Strategist, discusses U.S. infrastructure, and the bond market, Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses what to expect from Jackson Hole, and where to find yield. Steve Quick, Global CEO of Unispace, discusses return to work, and the future of the office space. David Harden, Chief Investment Officer of Summit Global Investments, discusses opportunities in the markets, and the outlook for monetary policy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Outlook For The Retail Space
Elaine Kwon, Co-founder of Kwontified and former head of Luxury at Amazon, discusses the outlook for the retail market, as supply chain woes continue. Barry Metzger, Managing Director of Trading Services at Charles Schwab, discusses the company’s Trader Pulse Survey and what’s top of mind for traders. Ted Smith, President at Union Square Advisors, talks markets. Michael Sinensky, CEO of PPE company WeShield, talks about potential PPE shortages. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)See omnystudio.com/listener for privacy information.
Understanding Infrastructure, Building Innovation
Andre Blumfield, Cities & Urban Design Leader at Gensler, discusses the infrastructure bill and what to expect going forward. Ataman Ozyildirim, Senior Director, Economics and Global Research Chair at the Conference Board, discusses LEI data and economic outlook. Brian Macauley, Portfolio Manager of the Hennessy Focus Fund, talks markets and investing. Olivia Raimonde, Private Credit Reporter for Bloomberg News talks about her story, "Private Equity Firms Want Rich Investors to Embrace Risky Credit." Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Big Take: Wall Street Money Cannon Lures Junior Bankers
Sridhar Natarajan, Bloomberg Senior Finance Reporter, discusses his Big Take story, "Wall Street Brings Out the Money Cannon to Lure Junior Bankers." Frank Rybinski, Chief Macro Strategist at Aegon Asset Management, talks markets and macro outlook. Todd Cipperman, Founding Principal of Cipperman Compliance Services, discusses the SEC's crypto regulation. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence, talks markets and the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
Investing In The Cannabis Market
Alex Pasternack, Executive Vice President of Binske, discusses investing in the cannabis industry. Katie Thomas, Lead of the Kearney Consumer Institute, talks retail earnings. Brian Smoluch, Principal, Portfolio Manager at Hood River Capital Management, discusses the markets. Sean Lyons, CEO of R/GA, talks about the hybrid workplace. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.