Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Diana Furchtgott-Roth, adjunct professor at George Washington University and former Deputy Assistant Secretary for Research and Technology at the US Department of Transportation, discusses the delayed 5G rollout and the FAA’s concerns. O...
Jan 12, 2022•25 min
Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotive at Qualcomm, discusses the supply chain, semiconductors, and future of driving. Bonnie Stone Sellers, co-Founder and Chair at Forbes Global Properties, talks about the latest trends in luxury real estate. Sonali Basak, Bloomberg Wall Street reporter, has the latest on Goldman Sachs and its push to...
Jan 10, 2022•25 min
Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor and the latest jobs numbers. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of Omicron on jobs day. Aaron Jodka, National Director of Capital Markets Research at Colliers, discusses real estate investing in 2022. Hosted by Paul ...
Jan 07, 2022•28 min
Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, investing, and the economy in 2022. Paul Washington, Executive Director of the ESG Center at The Conference Board, talks about corporate political activity and donations one year after the January 6th Capitol Hill riot. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist...
Jan 06, 2022•26 min
Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for people who test positive for COVID-19 and the spread of Omicron. Chad Robins, CEO of Adaptive Biotechnologies (NASDAQ: ADPT), discusses T-cells and the Omicron variant. Lisa Featherngill, National Director of Wealth Planning at Comerica Bank, discusses tax planning and how Build Back Better could affect...
Jan 05, 2022•28 min
Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings and how it affects supply deliveries for companies. Mark Dixon, founder and Chief Executive Officer at IWG plc, discusses the evolution of the hybrid workplace. Bryan Whalen, co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Inco...
Jan 04, 2022•22 min
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,...
Jan 03, 2022•25 min
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 experienc...
Dec 23, 2021•27 min
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. H...
Dec 22, 2021•26 min
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...
Dec 21, 2021•24 min
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 Port...
Dec 20, 2021•23 min
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 Off...
Dec 17, 2021•22 min
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 outloo...
Dec 16, 2021•24 min
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....
Dec 15, 2021•23 min
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, ...
Dec 14, 2021•25 min
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 Perma...
Dec 13, 2021•26 min
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...
Dec 10, 2021•24 min
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 tea...
Dec 09, 2021•24 min
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. H...
Dec 08, 2021•22 min
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-foun...
Dec 07, 2021•25 min
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...
Dec 06, 2021•21 min
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, ...
Dec 03, 2021•37 min
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 v...
Dec 02, 2021•24 min
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 outlo...
Nov 29, 2021•25 min
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 Fi...
Nov 26, 2021•43 min
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 ...
Nov 24, 2021•26 min
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. Pr...
Nov 23, 2021•25 min
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 inv...
Nov 22, 2021•25 min
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....
Nov 19, 2021•24 min
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 cr...
Nov 19, 2021•29 min
