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Bloomberg Intelligence

Bloomberg Intelligence

3,408 episodes — Page 30 of 69

Mixed Jobs Numbers Hard for Markets to Digest

Anders Persson, Chief Investment Officer of Global Fixed Income at Nuveen, discusses the May jobs report, fixed income markets, and the health of the economy. George Ferguson, Bloomberg Intelligence Senior Airlines Analyst, discusses the health of the airline industry, summer travel, and business travel recovery. Yelena Shulyatyeva, Bloomberg Intelligence Senior US Economist, discusses the May jobs report. Timothy O’Brien, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column, "How Microsoft Let Skype Lose Out to Zoom."See omnystudio.com/listener for privacy information.

Jun 4, 202128 min

E-Commerce & Supply Chains with Kornit Digital CEO

Ronen Samuel, CEO of Kornit Digital on on-demand production, supply chain shocks, and the textile industry during pandemic. Laura Davison, Bloomberg Tax Reporter, discusses President Biden's 15% minimum corporate tax proposal in latest offer in talks on infrastructure. Kevin Thorpe, Global Chief Economist at Cushman and Wakefield, discusses commercial real estate trends and what’s next for US office sector. Chris Bryant, Bloomberg Opinion Columnist, discusses his opinion piece, "AMC's Boss Is Too Chummy With the Reddit Crowd."See omnystudio.com/listener for privacy information.

Jun 3, 202122 min

Inflation is Here to Stay

Aadil Zaman, Partner at Wall Street Alliance Group discusses inflationary pressure on wages, and the pending U.S. infrastructure package. Dr. David Giljohann, CEO of Exicure discusses a new class of therapeutics used to treat diseases and the power of new technologies to develop treatments faster and cheaper. Kristina Hooper, Chief Global Market Strategist at Invesco, discusses the health of the U.S. economy, soaring housing prices, and wage growth. George Goldsmith, CEO of Compass Pathways discusses the mental health landscape and the integration of clinically driven psychedelic therapies.See omnystudio.com/listener for privacy information.

Jun 2, 202124 min

ISM Manufacturing & the Burning Hot Economy

Timothy Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management discusses the monthly Manufacturing ISM report. Main Street USA is opening back up. Jay DesMarteau, Head of Commercial Distribution at TD Bank discusses the health of small business as the country emerges from the pandemic. David Siemer, CEO of Wave Financial discusses cyptocurrency volatility, yield strategies, and the future for FCC approved crypto ETFs. Vincent Deluard, Global Macro Strategist at StoneX, discusses hyper-growth stocks, and the industries leading the way in the coming decade. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jun 1, 202124 min

Crowdfunded Loans Helping Small Business Grow

Chris Tsakalakis, CEO of Kiva, discusses the global non-profit and how crowdfunding is helping small business. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest coronavirus news. Susan Berfield, Senior Investigative Reporter for Bloomberg BusinessWeek, talks about the Big Take story of the day, "First U.S. City to Back Reparations Meets Hard Reality." Mike McGlone, Commodity Strategist for Bloomberg Intelligence, discusses the crypto market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 28, 202124 min

Big Take: Cathie Wood Bad Spring Only A Blip

Ben Steverman, Personal Finance Editor for Bloomberg News, discusses the Bloomberg Big Take story: "Cathie Wood's Bad Spring Is A Blip When Future Is So Magnificent." Mike Ciavarella, Chairman of the Board at Elys Game Technology Corp., discusses sports betting and the i-Gaming market. Bloomberg U.S. Luxury Reporter Kim Bhasin discusses Macy's plans to add a skyscraper to its flagship store. Dave King, Senior Portfolio Manager, Head of Income and Growth Strategies at Columbia Threadneedle Investments, discusses markets and his stock picks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 27, 202125 min

Is Amazon's MGM Deal Just Another Whole Foods?

Mark Douglas, CEO of SteelHouse, discusses the pending Amazon, MGM deal. Marc Roberts, Co-Founder and Owner of E11EVEN Hotel & Residences, discusses the entertainment sector and real estate as the pandemic eases. Michael Zezas, Managing Director, Head of U.S. Public Policy Research and Municipal Credit Strategy at Morgan Stanley, discusses the municipal bond market. Bloomberg Real Estate Reporter, Craig Giammona, talks home prices and the outlook for the housing market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 25, 202128 min

Small Caps Still Have Room To Run: George Young

George Young, Partner and Portfolio Manager with Villere & Co. gives his market outlook. Laura Davison, Bloomberg News Congressional Tax Reporter, discusses the latest with President Biden's tax proposals. Sonali Basak, Wall Street Reporter for Bloomberg News, talks all things SPACs. Everett Millman, Precious Metals Specialist with Gainesville Coins, talks gold, and gives his outlook on crypto. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)See omnystudio.com/listener for privacy information.

May 24, 202125 min

The Great Mask Debate Continues

Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, discusses the latest coronavirus news. Bill Studebaker, President and CIO at ROBO Global, discusses technology ETFs. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the Big Take story of the day: "World-Dominating Superstar Firms Get Bigger, Techier, and More Chinese." Kyle Stock, Senior Correspondent for Bloomberg News, discusses the new electric Ford truck, the Lightning. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 21, 202122 min

The Case For Crypto After Market Meltdown

Bobby C. Lee, Founder and CEO of Ballet, and Co-Founder and former CEO of BTCC, discusses the latest cryptocurrency news. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, discusses the management changes at Morgan Stanley. Managing Director at Strategic Resource Group, Burt Flickinger, gives the latest on retail earnings. Misyrlena Egkolfopoulou, Personal Finance Reporter for Bloomberg News, discusses her Big Take story: "$ASS Coin Billionaire: Tales From the Fringe of the Crypto Craze." Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 20, 202124 min

Breaking Down The Bitcoin Drop

Bloomberg Intelligence Commodity Strategist, Mike McGlone discusses the Bitcoin plunge. Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, former adviser at the Dallas Federal Reserve, Bloomberg Opinion contributor, and author of "FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America," gives her outlook on inflation and what she expects from the Fed minutes. Tai Lopez, Executive Chairman of Retail E-commerce Ventures (REV), discusses the retail landscape. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his outlook on the markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 19, 202126 min

Corporate Boards Meeting Challenges In New World

Renowned economist and best-selling author, Dambisa Moyo, discusses the road to U.S. economic recovery, and her new book, "How Boards Work: And How They Can Work Better in a Chaotic World." Dr. Jack Truong, CEO of James Hardie Industries, discusses April housing starts, quarterly earnings, and trends impacting the housing market. David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, discusses markets. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, discusses the latest JPMorgan news. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 18, 202124 min

Breaking Down The AT&T-Discovery Merger

MoffettNathanson Founding Partners, Craig Moffett and Michael Nathanson, discuss the merger of AT&T and Discovery. Arron Kallenberg, Founder and CEO of Wild Alaskan Company, discusses the future of sustainable seafood. Greg Hahn, President and Chief Investment Officer of Winthrop Capital Management, talks markets. Mark Dowding, Chief Investment Officer for BlueBay Asset Management, discusses the latest on ESG investing, the markets, and green bonds. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 17, 202124 min

Dream Hotel Group CEO Optimistic On Travel

Jay Stein, Chief Executive Officer of Dream Hotel Group, gives his outlook for the travel and hospitality industry. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, talks the latest news on CDC mask guidance. Jeff Carbone, Managing Partner at Cornerstone Wealth, discusses the latest on the Fed and markets. John Wu, President of Ava Labs, discusses mining cryptocurrencies. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)See omnystudio.com/listener for privacy information.

May 14, 202130 min

Elon Musk's U-Turn Move On Bitcoin

Dan Ives, Managing Director of Equity Research at Wedbush Securities, discusses Elon Musk's announcement that Tesla will suspend vehicle purchases using Bitcoin. Kate Barton, Global Vice Chair of Tax at EY, discusses the latest on President Biden's tax proposals. Sean O'Hara, President of Pacer ETFs, discusses the latest on markets and the ETF landscape. Kevin Holleran, President and CEO of Hayward Industries Inc., discusses the outdoor living market with summer just around the corner, as well as the current chlorine shortage. Hosted by Paul Sweeney and Matt Miller. (Kailey Leinz fills in for Matt Miller)See omnystudio.com/listener for privacy information.

May 13, 202121 min

State Of U.S. Infrastructure Demands Bold Action

Ed Mortimer, Vice President of Transportation and Infrastructure at the U.S. Chamber of Commerce, and Greg Regan, President of the Transportation Trades Department for AFL-CIO, discuss the latest on infrastructure. Brian Smoluch, Principal, Portfolio Manager of Hood River Capital Management, discusses markets. Bloomberg Intelligence Commodities Strategist, Mike McGlone, discusses the cryptocurrency market. Commvault CEO, Sanjay Mirchandani, discusses data strategies as the growth in hybrid work continues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 12, 202126 min

A Short-Term Pullback We Should Have Expected

Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, discusses markets. CFA Institute President and CEO, Margaret Franklin, discusses ESG investing, as well as the Alpha Summit on May 18. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 11, 202124 min

Colonial Pipeline Shutdown: What Comes Next For Supply

Founder and CEO of Infrastructure Capital Management, Jay Hatfield, discusses the effects of the Colonial Pipeline shutdown. Will Rhind, CEO of GraniteShares, discusses demand for commodities. Forge CEO, Kelly Rodriques talks SPACs, and how they've affected trading in private markets. George Bailey, Portfolio Manager: Investment Grade Credit at Aviva Investors, talks new issuance, and gives his outlook for credit markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 10, 202125 min

Market Looks Past April Jobs Report

Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management discusses the outlook for the U.S. Economy and markets. Rob Brown, Managing Director and CEO of North America for Lincoln International discusses the landscape and outlook for M&A markets. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine discusses the WHO's Approval of Sinopharm COVID-19 vaccine. Natalie Obiko Pearson, Bloomberg Vancouver Bureau Chief, discusses anti-Asian hate crimes in Vancouver. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 7, 202131 min

Mother's Day Has Become More Than Just Flowers

1-800-FLOWERS.COM Inc. CEO, Chris McCann, discusses how the company has fared during the pandemic. Senior Portfolio Manager from Mellon, Manuel Hayes, discusses the evolving dynamic between high yield, fallen angels and rising stars. Henry Schein CEO, Stanley Bergman, discusses earnings, pandemic outlook, and medical equipment demand during the pandemic. Mark Baribeau, Head of Global Equity at Jennison Associates, explains why investors should resist making changes to portfolios during rotational periods. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 6, 202126 min

Shifting Values And Staying Motivated At Work

Casey Wahl, CEO of Attuned, talks AI regulation and the way we work. Alex Amezquita, CFO, and John Agwunobi, CEO, of Herbalife Nutrition discuss the latest earnings and outlook. Jim Anderson, CEO of SocialFlow, explains the decision to uphold Donald Trump's suspension from Facebook. Jordan Goldstein, Global Director of Design at Gensler, discusses building sustainability. Hosted by Paul Sweeney and Matt Miller. (Kailey Leinz fills in for Paul Sweeney)See omnystudio.com/listener for privacy information.

May 5, 202125 min

Teremana Tequila: A Record Breaking First Year

Jenna Fagnan, Co-Founder of Teremana Tequila, discusses the spirits industry, and how consumers latched-on to the brand during the pandemic. Osprey Funds CEO, Greg King, discusses the cryptocurrency market. Ira Jersey, Chief U.S. Rate Strategist for Bloomberg Intelligence, talks treasury refunding. Edward Price, former British trade official and current political economy adjunct at NYU, discusses the Fed and inflation concerns. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 4, 202124 min

Power Tool Demand Booms During Pandemic

Jim Loree, Chief Executive Officer at Stanley Black & Decker, discusses earnings and post-pandemic outlook for the company. Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, Phil Orlando, talks the latest on earnings season. Entertainment & Deals Columnist for Bloomberg Opinion, Tara Lachapelle, discusses her latest column "Netflix's First Big Buy Should Be Discovery." Scott Wren, Senior Global Market Strategist for Wells Fargo Investment Institute, gives his current investment strategy and the latest on markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

May 3, 202126 min

Victory Lap For Amazon: Earnings Beat Estimates Again

Burt Flickinger, Managing Director at Strategic Resource Group, discusses the latest on Amazon earnings. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, discusses the latest on the coronavirus and vaccines. Sal Gilbertie, CEO, President, CIO, and Founder of Teucrium, talks agriculture commodities and what's driving the current highs. Laura Martin, Senior Media Analyst at Needham, gives us the latest take on big tech earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 30, 202126 min

Taking NY Re-Opening News With Grain Of Salt: IMAX CEO

IMAX CEO, Richard Gelfond, discusses Mayor Bill de Blasio's call to fully re-open New York City by July 1, and what that means for movie theaters. Chief Economist at KPMG, Constance Hunter, talks first quarter GDP, and gives her outlook for what's to come. SteelHouse President and CEO, Mark Douglas, talks Apple, and how the latest privacy changes won't hurt Facebook. President and CIO of Frost Investment Advisors, Mace McCain, gives the latest on the Fed, inflation, and general market outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 29, 202122 min

A Deep Dive Into Oil Demand

Regina Mayor, Global Energy Leader at KPMG, discusses oil supply and demand. Stephen Kane, Group Managing Director and Portfolio Manager at TCW, talks fixed income, the Fed, and where he is seeing market opportunity. Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses what's next for business and economic recovery. Chief Investment Officer at UMB, KC Mathews, discusses the latest on tax policy, and how changes might impact market outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 28, 202126 min

Looking Forward For Verizon Business, What Comes Next

Massimo Paselli, Senior Vice President of Global Enterprise at Verizon Business, talks Verizon innovation, the continued roll-out of 5G, and what the future holds for Verizon Business. Taylor Schreiner, Director of Adobe Digital Insights at Adobe, discusses data from their Digital Economy Index. Chief Economist at PineBridge Investments, Markus Schomer, gives his market outlook ahead of the Fed decision. Bloomberg Opinion columnist, Mark Gilbert, talks about his latest column: "Bankers Love Hedge Funds for a Very Good Reason." Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 27, 202128 min

Investing Beyond Earth

Andrew Chanin, CEO of ProcureAM, which offers the only pureplay space ETF, discusses investing in space. Mario Natarelli, Managing Partner at MBLM gives a look into some of the best performing brands during the pandemic through MBLM's Brand Intimacy COVID Study. Bloomberg Wall Street reporter, Sonali Basak, discusses ESGs and how investors are using personal influence to seek change. Bloomberg Intelligence Senior Automobiles Analyst, Kevin Tynan, talks Tesla and gives a preview of earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 26, 202125 min

Vaccine Cliff Looms As Numbers Begin To Drop

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding coronavirus treatments, vaccines, and spread. Logan Mohtashami, Housing Data Analyst and Lead Analyst for HousingWire, on home sales. Randy Frederick, Vice President of Trading and Derivatives at Schwab Center for Financial Research, discusses the latest "Trader Pulse" survey. Senior U.S. Municipals Strategist for Bloomberg Intelligence, Eric Kazatsky, gives us the latest on the municipal bond market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 23, 202124 min

Expectations For Airlines As Earnings Take Off

Frank Holmes, CEO and Chief Investment Officer for US Global Investors on why some are flocking to their JETS ETF. Ataman Ozyildirim, Senior Director and Economics and Global Research Chair at The Conference Board on the April Leading Economic Index. Bloomberg Intelligence Senior Analyst, Alison Williams, breaks down the latest news on Credit Suisse. Bloomberg Opinion Columnist, Karl W Smith discusses his column "Repealing SALT Cap Would Be Wrong Move for Democrats." Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)See omnystudio.com/listener for privacy information.

Apr 22, 202126 min

Breaking Down Apple With A Look At The Latest Tech

Anand Srinivasan, Bloomberg Intelligence Senior Analyst: Semiconductors & Tech Hardware, on the latest Apple tech. Precious Metals Specialist with Gainesville Coins, Everett Millman, gives his outlook on gold. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management gives his current investment outlook, stock picks, and a look the economy. Bloomberg Opinion columnist, Sarah Halzack discusses her column: "Not Everyone Can Copy P&G's Price Hikes. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 21, 202126 min

Need For Independence Drives Auto Demand

AutoNation CEO Mike Jackson talks Q1 earnings and auto demand. Anthony B. Hatch, Principal of ABH Consulting offers input on Kansas City Southern as bidding heats up. CEO of Kendra Scott Tom Nolan discusses new clientele platform, Yellow Book, and the pandemic's impact on the jewelry industry. Fiona Cincotta, Senior Financial Markets Analyst at City Index offers her take on the markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 20, 202123 min

The Rise of Digital Banking

Luvleen Sidhu, Chair, CEO and Founder of BM Technologies, Inc. on the rise of digital banking. RJ Gallo, Senior Portfolio Manager of Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on his current investment outlook. Rory Green, China Economist at TS Lombard, on who wins the war on chips. David Hellier, Bloomberg Reporter on top European soccer teams' breakaway league. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 19, 202126 min

Virtual Reaity Robots Will Be Operating On You: Vicarious CEO

Adam Sachs, CEO and co-Founder of Vicarious Surgical, a robotic surgical company backed by Bill Gates, on using robotics technology and virtual reality to perform surgical procedures. Rick Palacios, Principal, Director of Research at John Burns Real Estate Consulting, on the investment outlook for real estate. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Bloomberg's Renita Young, in collaboration with Bloomberg Quicktake, explores how marketers are underpaying Black influencers while pushing Black Lives Matter. Hosted by Paul Sweeney and Matt Miller (Kailey Leinz filling in for Paul Sweeney.)See omnystudio.com/listener for privacy information.

Apr 16, 202126 min

Coinbase Provides Credible Way To Hold Crypto: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, on the Coinbase listing, and cash on the sidelines. Dan Katz, former Senior Advisor at the U.S. Treasury Department, discusses his column: “Airlines Don't Need to Be Saved by Taxpayers Again.” Chris Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current outlook for the economy and markets. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 15, 202126 min

"Madoff Speaks" Author: Bernie Madoff Resented His Investors

Jim Campbell, syndicated radio host and author of the upcoming book, "Madoff Talks," on the death of Bernie Madoff, the man behind the biggest Ponzi scheme in history. Meltem Demirors, Chief Strategy Officer at CoinShares, with an expert look at the CoinBase direct listing. Chris Whalen, Chairman of Whalen Global Advisors, on why big bank could be in trouble by year-end. William Turton, Bloomberg cybersecurity reporter, on his Bloomberg Businessweek story: “A 23-Year-Old Coder Kept QAnon Online When No One Else Would.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 14, 202131 min

Impossible To Get Labor Post-Stimulus: FAT Brands CEO

Andy Wiederhorn, CEO of FAT Brands, including Fatburger and Johnny Rockets, on the restaurant landscape, expansion, and hiring. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses the Russia threat and his column: "Biden Can End Putin's Posture on Ukraine." Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on JNJ halting its vaccine after rare blood clot issues. David Garrity, Chief Market Strategist for Laidlaw & Co, and President at BTblock, discusses his market outlook, the chip shortage and Coinbase IPO. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 13, 202128 min

Old and New Wall Street Will Converge This Week: Basak

Sonali Basak, Bloomberg Wall Street reporter, on bank earnings and the Coinbase IPO. Duncan Aldred, Vice President, Global Buick and GMC, on GM's new Electric Hummer. John Wu, President of Ava Labs, on the upcoming Coinbase IPO and outlook for ethereum. Anurag Rana, Senior Software & IT Services Analyst for Bloomberg Intelligence, on Microsoft buying AI and speech technology company Nuance Communications. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 12, 202125 min

BNY's Levine: Inflation Will Be Higher Than Expected

Alicia Levine, Chief Strategist at BNY Mellon, on how the inflation issue will color markets. Jeffrey Rosenberg, Portfolio Manager of the BlackRock Systematic Multi-Strategy Fund, on why there's not much value left in fixed income markets. Molly Schuetz, U.S. technology editor for Bloomberg, on Amazon workers voting against joining a retail union. Brad Repke, Senior Wealth Advisor at Mainstay Capital Management, on this year’s ENGAGE Undergraduate Investment Conference, the largest collegiate investment conference in North America. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 9, 202125 min

Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days

Eric Schatzker, Bloomberg Editor-at-Large, discusses his story: “Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days.” Lindsey Piegza, Chief Economist at Stifel, on why additional spending is not the answer. Dr. Steven Corwin, New York-Presbyterian President & CEO, on the covid-19 vaccination rollout success--and why we still need to be cautious. Jared Dillian, Bloomberg Opinion columnist and author of The Daily Dirtnap, discusses his column: “SPACs Aren't the Only Examples of Late Capitalism.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 8, 202126 min

CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends

Chris Ailman, Chief Investment Officer at CalSTRS, on his current investment outlook and how he views Biden’s infrastructure plan. Shawn Donnan, Senior Trade and Globalization Reporter for Bloomberg, on how millions are tumbling out of the middle class in an historic setback. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the Fed meeting and market risks. Tuna Amobi, Equity Analyst for CFRA Research, on the outlook for Carnival cruises as travel restarts. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 7, 202127 min

IMF's Adrian on Tackling the Uneven Global Recovery

Tobias Adrian, Financial Counsselor, Director of the IMF's Monetary and Capital Markets Department, on the IMF’s spring meeting and growth outlook. Sonali Basak, Bloomberg Wall Street reporter, and Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on Credit Suisse taking a $4.7 billion hit from Archegos implosion. Marvin Loh, Senior Global Macro Strategist at State Street, on his current investment outlook. Panos Panay, Senior Vice President for Global Strategy and Innovation at Berklee College of Music, founder of Sonicbids, and coauthor of "TWO BEATS AHEAD: What Musical Minds Teach Us About Innovation," on innovation in the music industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 6, 202129 min

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. Dr. Win Thin, Global Head: Currency Strategy at Brown Brothers Harriman, on traders exiting the dollar short trade. Chris Stansbury, CFO of Arrow Electronics, on strong demand and the chip shortage. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on his bullish outlook and why he doesn't fear inflation right now. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Apr 5, 202126 min

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Erica Volini, Deloitte’s Global Human Capital leader, on how workers and companies are viewing the return to work. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, with insights on today’s OPEC meeting. Timothy Fiore, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the blowout March ISM report. Sarah Frier, technology reporter for Bloomberg, on her story: “Facebook Is Letting Anti-Vaxxers Scare Women From Covid Shots.” Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Apr 1, 202128 min

TCW's Landmann: Good Time To Get Exposure If 10Yr UST Hits 2%,

Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and how traders will absorb Biden’s spending plan. Nathan Sheets, Chief Economist and Head of Global Macreconomic Research at PGIM Fixed Income, on the impact of Biden’s $2.25 trillion spending plan on the economy. Keshia Clukey, New York correspondent for Bloomberg Government, on NY Governor Cuomo signing bill to legalize marijuana. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Pfizer’s vaccine giving 100% protection for teens and risks to AstraZeneca vaccine. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 31, 202126 min

Volvo USA CEO on Chip Shortage, EV Market, Polestar 1

Anders Gustafsson, Head of Volvo Americas Region, and President and CEO of Volvo Car USA, on their new parental leave program, impact from the chip shortage, EVs and new Polestar 1. David Field, Chairman, President and Chief Executive Officer of Audacy, formerly Entercom, on the company’s rebrand, and why sports betting and podcasting will drive growth. Sri Natarajan, senior finance reporter for Bloomberg, on the fallout from the Archegos Capital blow-up and liquidation. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on the March Consumer Confidence Index, and increased growth outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 30, 202125 min

Archegos Blowup Likely To Draw SEC Scrutiny On Leverage

Sonali Basak, Bloomberg Wall Street reporter, on the fallout from the liquidation of Bill Hwang’s Archegos Capital Management. Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on bringing a Canadian EV manufacturer to Arizona. Chris Anderson, CEO of 3D Robotics and former editor in chief of Wired magazine, on his column, “Social Media Could Take a Page From Old Tech.” Keshia Clukey, Bloomberg government reporter, on New York lawmakers agreeing to legalize recreational marijuana. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 29, 202126 min

JHU's Sauer: New Merck Covid Pill Treatment Is Thrilling

Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus: Merck’s new covid pill treatment. Hans Olsen, CIO of Fiduciary Trust Co., on why emerging markets are a great play righ now. Bloomberg’s Greg Jarrett reports on the legal battles and mountain of litigation shaping up around cruise ships and covid. Anders Melin, wealth reporter for Bloomberg, on Disney laying off thousands while executives raked it in. Erik Larson, Bloomberg legal reporter, on Dominion suing Fox News for $1.6 Billion for defamation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 26, 202127 min

Our Vaccine Passports Already Being Deployed: TPT Med Tech

Stephen Thomas, CEO of TPT Global Tech, on their vaccine passport already being deployed in Jamaica’s airports. Satish Jindel, President of SJ Consulting, on the stuck container ship in the Suez canal. Jim Anderson, CEO of SocialFlow, on Big Media CEOs facing a grilling over liability protections on social media platforms. Sarah Halzack, Bloomberg Opinion retail columnist, on her column: “Walmart Can Learn From Tesco's Bank Mistakes.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 25, 202127 min

We Must Start Planning For a Permanent Pandemic: Andreas Kluth

Andreas Kluth, Bloomberg Opinion columnist, discusses his column: “We Must Start Planning For a Permanent Pandemic.” Lisa Knee, Co-Leader of the national Real Estate practice at EisnerAmper, on the commercial real estate landscape, as reopening continues. Louis Navellier, Chief Investment Officer at Navellier & Associates, on his sector and stock picks. Craig Trudell, Autos and Industrials Editor for Bloomberg, on why the end of Tesla’s dominance may be closer than it appears. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mar 24, 202129 min