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, ...
Nov 18, 2021•26 min
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 pric...
Nov 16, 2021•27 min
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 infl...
Nov 15, 2021•26 min
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 ...
Nov 12, 2021•28 min
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...
Nov 11, 2021•27 min
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...
Nov 10, 2021•26 min
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 ...
Nov 09, 2021•26 min
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...
Nov 08, 2021•24 min
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 05, 2021•32 min
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. H...
Nov 04, 2021•23 min
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 privac...
Nov 03, 2021•24 min
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 omnys...
Nov 02, 2021•22 min
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 ou...
Nov 01, 2021•26 min
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, 2021•24 min
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, 2021•31 min
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, 2021•25 min
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, 2021•27 min
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 M...
Oct 25, 2021•27 min
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 Ho...
Oct 21, 2021•25 min
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, 2021•24 min
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 pri...
Oct 18, 2021•25 min
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 informatio...
Oct 15, 2021•28 min
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 i...
Oct 14, 2021•24 min
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, 2021•28 min
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, 2021•26 min
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, 2021•27 min
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.
Oct 08, 2021•34 min
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 p...
Oct 07, 2021•26 min
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....
Oct 06, 2021•24 min
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....
Oct 05, 2021•27 min
