Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and the bond market. Christoph Rauwald, Bloomberg News Bureau Chief in Frankfurt, discusses Volkswagen’s leadership change. Anna Wong, Chief US Economist with Bloomberg Economics, discusses the Bloomberg Economics model outlining the stickiness of inflation. Hosted by Paul Sweeney and...
Jul 25, 2022•25 min
Pooja Kumra, Senior European Rates Strategist at TD, discusses the ECB raising rates and the European economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, talks about investing and the economy in 2022. Bruce Lavine, CEO at Nightshares, joins the show to talk about launching ETFs to capture the “Night Effect.” Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, discusses Twitter and Snap earnings as well as the social media selloff. Dan Murray, CEO and founder a...
Jul 22, 2022•28 min
Maeva Cousin, Euro-area economist with Bloomberg Economics, discusses the ECB raising rates and the impact of Mario Draghi’s resignation on the Eurozone. Ed Price, senior fellow at NYU and political economist, discusses the ECB, UK inflation, Mario Draghi, and European energy. Ken Monaghan, co-director of high yield at Amundi US, joins us to talk about the bond market, fixed income, and investing. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses ...
Jul 21, 2022•24 min
Luca Paolini, Chief Strategist at Pictet Asset Management, talks about investment strategies in the second half of the year. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. Mark Douglas, CEO at MNTN, talks about Netflix subscriber losses and other streaming-related topics. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses Bitcoin and crypto’s plunge. ...
Jul 20, 2022•28 min
Steve Wyett, Chief Investment Strategist at BOK Financial, talks about markets and investing in 2022. Ivana Delevska, founder and CIO at SPEAR Invest, talks about tech stocks, including those reporting earnings this week like IBM and Netflix, and industrial tech investing. Liz McCormick, Chief Correspondent of Global Macro Markets for Bloomberg News, talks about yield curve inversions, the bond market, and Euro bonds reacting to the ECB likely raising interest rates. Ted Smith co-founder and pre...
Jul 19, 2022•33 min
Sonali Basak, Bloomberg Wall Street reporter, discusses her Big Take story on global economic risks and bank earnings. Sameer Samana, Senior Global Market Strategist at Wells Fargo, talks about investing strategies amid various market pressures. Shaheen Contractor, Bloomberg Intelligence analyst on ESG and ETFs, joins us in studio to discuss ESG assets and outlook for 2022 and beyond. Per Regnarsson, CEO at ClimateRock, talks about going public and the sustainable energy industry. Hosted by Paul...
Jul 18, 2022•26 min
Loreen Gilbert, founder and CEO at Wealthwise, talks about markets, investing, and consumer sentiment. Shameek Konar, CEO of the Pilot Company, joins the show to talk about gas prices, energy, and the company’s partnership with GM on EV charging stations. Kevin Tyan, Senior Automotive Analyst with Bloomberg Intelligence, discusses the latest news in cars, including chips, the supply chain, and electric vehicles. Kim Peddle Rguem, CEO of Dreyer's Grand Ice Cream, talks about supply chain challeng...
Jul 15, 2022•29 min
Erin Browne, Managing Director and Portfolio Manager at PIMCO, discusses macro strategy and investing in 2022. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, discusses investing strategies in the second half of the trading year. Travis Hester, VP of EV Growth Operations at General Motors, talks about the new coast-to-coast EV charging network and the latest EV developments from the company. David Auerbach, Managing Director at Armada ETF Advisors, discusses finding tr...
Jul 14, 2022•27 min
Sean O’Hara, President of Pacer ETFs, discusses the award-winning COWZ ETF and ETF investing amid inflation and rising interest rates. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, oil, and Delta earnings. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, discusses his latest column on CPI data and evidence of decelerating inflation. Vinh Vuong, Chairman and CEO at Garrison Fathom, talks about crypto regulation, blockchai...
Jul 13, 2022•32 min
Erica Adelberg, MBS strategist for Bloomberg Intelligence, discusses MBS and mortgage rates. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investing. Ed Price, Senior Fellow at NYU and former British trade official, joins the show to talk about Britain’s economy and the concern once summer ends and we head into the winter months. Bloomberg’s Greg Jarrett interviews lawyer Joe Cotchett on Elon Musk and Twitter. Hosted by Matt Miller and Kriti Gupta....
Jul 12, 2022•26 min
Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Darwei Kung, Head of Commodities and Portfolio Manager at DWS Group, talks about oil, gas, and commodity prices. Alex Webb, QuickTake anchor with Bloomberg News, discusses Elon Musk and Twitter. Burt White, Chief Strategy Officer at The Carson Group, discusses inflation and markets. Hosted by Matt Miller and Lisa Abramowicz. See omnystudio.com/listener for privac...
Jul 11, 2022•25 min
Jay Bryson, Wells Fargo Chief Economist, talks about the economy and markets in 2022. Andrew Monahan, Asia Credit Managing Editor at Bloomberg News, and Ben Emons, Medley Global Advisors Managing Director, discuss the assassination of former Japanese Prime Minister Shinzo Abe and its economic implications. David Katz, President and CIO of Matrix Asset Advisors, talks about the markets and investment strategies in 2022. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about labor in th...
Jul 08, 2022•35 min
John Authers, senior editor with Bloomberg Opinion, joins us to talk about the resignation of Boris Johnson. Masa Takeda, portfolio manager, Hennessy Japan Fund, discusses the Bank of Japan, the economic implications of Sunday’s Japanese election, and the yen. Ed Ludlow, west coast correspondent for Bloomberg News, updates us from Sun Valley, Idaho about all things business and tech. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses yesterday’s Fed minute...
Jul 07, 2022•28 min
Sonali Basak, Wall Street reporter with Bloomberg News, joins us from Idaho to report on the Sun Valley Conference this year. Raj Rajaratnam, author and former manager of the hedge fund Galleon Group, discusses markets, stocks, and his justice reform mission. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent piece on Boston mayor Michelle Wu. Phil Toews, CEO at Toews Asset Management, discusses behavioral investing and having much of his firm’s assets in cash. Hosted...
Jul 06, 2022•33 min
Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co., a New Jersey consultancy, and Bloomberg Opinion columnist, discusses the US economy and the outlook for a recession. Reade Pickert, US economy reporter and editor with Bloomberg News, discusses the economic outlook for the second half of the year. Rayne Guest, CEO at ARROWCLEAN, discusses the ...
Jul 05, 2022•29 min
Ross Mayfield, Chief Investment Strategist at Baird Private Wealth Management, talks about markets and investing strategies. Katie Greifeld, cross asset reporter with Bloomberg News, discusses her recent piece on the ETF boom being fueled by the existential crisis in bonds. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022 and ahead of July 4th weekend. Mark Douglas, CEO of MNTN, talks about Top Gun’s big box office earnings and streaming. Hosted by Paul Sweeney and...
Jul 01, 2022•23 min
Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses markets and the economy as interest rates rise and inflation persists. June Grasso, host of “Bloomberg Law,” discusses the latest Supreme Court rulings on the last day of its term. Everett Millman, Chief Markets Analyst at Gainesville Coins, discusses crypto, Bitcoin, and the outlook for inflation and markets. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market, risin...
Jun 30, 2022•23 min
Steve Matthews, US Economy reporter for Bloomberg News, discusses Jay Powell and other central bank leaders speaking at the Sintra panel in Portugal. Tim O’Brien, Senior Columnist with Bloomberg Opinion, discusses the January 6th hearings and his recent column on President Trump. Lisa Knee, Partner and National Tax leader for real estate practice at Eisner Advisory Group, discusses commercial real estate in a rising interest rate environment. Tracie McMillion, Head of Global Asset Allocation Str...
Jun 29, 2022•30 min
Liz Young, Head of Investment Strategy at SoFi, joins the show to talk energy and investing in risk assets. Josh Aviv, CEO of Sparkcharge, discusses charging stations for electric vehicles and the EV market. Matt Miller and Guy Johnson interview Polestar CEO Thomas Ingenlath after the company merges with a SPAC to go public. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Barry Ritholtz, host of “Masters in Business,” discuss the Fed balance sheet and what’s driving inflation....
Jun 28, 2022•29 min
Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses the MLIV pulse survey on how much more the Fed will tighten and the predicament facing bond traders. Dr. Brian Jacobsen, Senior Investment Strategist with Allspring Global Investments, discusses investment strategies in 2022. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent Opinion piece on Atlanta’s strong economy. Andrew Chanin, CEO of ProcureAM, discusses his company’s FEMA ETF...
Jun 27, 2022•30 min
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. June Grasso, host of “Bloomberg Law” on Bloomberg Radio, discusses the Supreme Court striking down New York’s restrictive gun law. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Fed Chair Jay Powell’s testimonies to the House and Senate and the possibility of a recession this year. Edward Moreno, Labor and Employmen...
Jun 23, 2022•28 min
Mike Mullaney, Director of Global Markets Research for Boston Partners, discusses investment strategies and gives his market outlook for 2022 . Rhonda Vonshay Sharpe, founder and President at the Women’s Institute for Science, Equity, and Race, discusses her recent Bloomberg Opinion piece on increasing the presence of black economists. Jennifer Bartashus, Senior Equity Research Analyst with Bloomberg Intelligence, discusses Kellogg splitting into three companies and what it means for the food in...
Jun 21, 2022•34 min
Mahmood Noorani, founder of Quant Insights, talks about rising interest rates and the economy in 2022. Kim Crowder, CEO at Kim Crowder Consulting, talks about how companies and retailers can avoid missing the mark when it comes to honoring Juneteenth. Lyle Himebaugh, Partner at Granite Group Advisors, talks about markets, inflation, and the economy in 2022. Bloomberg producer Eric Mollo details the real estate market in Turks & Caicos. Hosted by Matt Miller and Sonali Basak. See omnystudio.c...
Jun 17, 2022•25 min
Neil Grossman, TKNG Capital, joins the show in studio to talk about the Fed and why he believes they should be much more aggressive in combating inflation. Brent Donnelly, president at Spectra Markets, discusses Fed policy, the dollar, what will break this cycle of tightening FCI. Anthony Sassine, Senior Strategist at Krane Funds Advisors, discusses China and emerging markets. Robin Vince, President and CEO-elect of BNY Mellon, joins the show to talk about his new role, his plans for BNY Mellon,...
Jun 16, 2022•27 min
Vince Cignarella, Global Macro Squawk with Bloomberg News, discusses market volatility and what rising interest rates will do to the economy in 2022. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, discusses retail sales and the second day of the FOMC meeting beginning. Katie Greifeld, cross-asset reporter with Bloomberg News, discusses crypto and Bitcoin’s drop as a part of our weekly crypto segment. Matt Forester, Managing Director and Chief Investment Officer for ...
Jun 15, 2022•26 min
Michael Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the FOMC meeting this week. Frank Sorrentino, Chairman and CEO of ConnectOne Bank (NASDAQ: CNOB), talks about the strength of the consumer and businesses amid inflation and rising interest rates. Julia Fanzeres, Oils Futures reporter with Bloomberg News, talks about rising oil prices and President Biden visiting the Saudis, likely to discuss oil. Laura Modi, CEO and founder of Bobbie – female-founded in...
Jun 14, 2022•28 min
Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Chris Campbell, Chief Strategist at Kroll, joins the show to talk about the recent inflation data and the upcoming FOMC meeting. Jack Devine, former acting CIA director of operations, former head of CIA’s Afghan Task Force, and Founding Partner and President of the Arkin Group, talks about the China-Taiwan tensions and national security threats from China and Russ...
Jun 13, 2022•27 min
Ed Price, Senior Fellow at NYU and former British trade official, joins us in studio to talk about policy makers’ response to European inflation, the ECB, and Boris Johnson. Nishita Henry, Chief Innovation Officer at Deloitte Consulting, discusses the current manufacturing and supply chain challenges businesses face and Deloitte’s new Smart Factory in Wichita, Kansas. Anna Wong, Chief US Economist with Bloomberg News, discusses the latest CPI data. Sonali Basak, Wall Street reporter with Bloombe...
Jun 10, 2022•25 min
Yasmin Dahya Bilger, Engine No. 1 head of ETFs, discusses ESG investing and investment strategies in 2022. Phil Toews, CEO at Toews Asset Management, discusses defensive investing amid rising interest rates and inflation. Matt Bloxham, Bloomberg Intelligence Senior Analyst, talks about TMT. Jay Bryson, Chief Economist at Wells Fargo, talks about the economic influence of the LGBTQ+ community. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....
Jun 09, 2022•28 min
Tim Johnston, Partner at Blue Horizon, talks about ETF investing and the Blue Horizon BNE ETF, listed on the NYSE: BNE. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Bloomberg’s recent analysis that says calls for peak inflation may be premature and gives her outlook for Fridays’ CPI data. Taimur Hyat, COO at PGIM, discusses why his firm is bearish on crypto. He also discusses fixed income and investment strategies in 2022. Kenneth Leon, CFRA Research Director, discusses the ...
Jun 08, 2022•26 min
