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