Jeffrey Cleveland, Chief Economist at Payden & Rygel, talks inflation. Aoifinn Devitt, CIO of Moneta, discusses the markets. Ryan Jacob, CIO of the Jacob Internet Fund, talks markets and investing. Ashraf Rizvi, CEO and Founder of Gilded, discusses the commodities space. Hosted by Kailey Leinz and Lisa Abramowicz. See omnystudio.com/listener for privacy information.
Oct 04, 2021•26 min
Sheetal Prasad, Small & Midcap Growth Portfolio Manager & Equity Research Analyst at Jennison Associates, discusses markets and the infrastructure bill. Tim Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management, discusses the monthly manufacturing ISM. Abhay Deshpande, Chief Investment Officer for Centerstone Investors, talks markets. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses...
Oct 01, 2021•24 min
Brett Ewing, Chief Market Strategist for First Franklin Financial Services, discusses markets and the Fed. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks rates and markets. Alan Rechtschaffen, Financial Advisor & Senior Portfolio Manager for UBS Financial Services, shares his investment outlook. Louis Navellier, Chairman, Founder, and CIO of Navellier & Associates, gives his outlook on markets. Hosted by Paul Sweeney and Kailey Leinz. See omnystu...
Sep 30, 2021•24 min
Jason Walter, CEO of National Land Realty, gives his take on why land sales are skyrocketing this year. Bryan Whalen, TCW’s Fixed Income Group Managing Director & Portfolio Manager, talks markets. Michael Zezas, Chief US Public Policy Strategist and Municipal Strategist for Morgan Stanley, discusses markets and fiscal policy. Bill Studebaker, CIO of ROBO Global, talks about the adoption of robotics amid labor shortages, and how to invest. Hosted by Paul Sweeney and Kailey Leinz. See omnystud...
Sep 29, 2021•25 min
Elissa Sangster, Forté Foundation CEO, discusses research into MBA alumni career outcomes and the gender pay gap. Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks monthly CCI results. Michael McKee, International Economics & Policy Correspondent for Bloomberg News, discusses the Fed testimony. Lee Klaskow, Senior Transport, Logistics, and Shipping Analyst for Bloomberg Intelligence, discusses the latest global supply chain issues. Hosted by Paul Sweeney...
Sep 28, 2021•22 min
Tom Porcelli, Chief US Economist for RBC Capital Markets, discusses rates, markets, and the economy. Frank Holmes, CEO & CIO of U.S. Global Investors, and Executive Chairman of HIVE Blockchain Technologies, discusses cryptocurrency and the markets. Mo Haghbin, Chief Operating Officer of Invesco Investment Solutions, talks markets and their factor investing study. Janet Lorin, Higher-Education Finance Reporter for Bloomberg News, discusses recent university endowment returns. Hosted by Paul S...
Sep 27, 2021•25 min
John Wu, President of Ava Labs, discusses China's cryptocurrency crackdown. Josh Duitz, Portfolio Manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI) at Aberdeen Standard Investments, talks about investing implications of the infrastructure bill. Tracie McMillion, Head of Global Asset Allocation Strategy for Wells Fargo Investment Institute, discusses their globalization report. David Harden, CIO of Summit Global Investors, talks markets. Hosted by Paul Sweeney and Matt Mil...
Sep 24, 2021•27 min
Brad Dillman, Chief Economist for Cortland, talks housing data. Ataman Ozyildirim, Director of Economic Research and Global Research Chair at the Conference Board, on the monthly LEI data. Robert Lam, Co-Head of Credit at Man Numeric, discusses strategies driving ESG integration into fixed income markets. Chris Gaffney, President of World Markets at TIAA Bank, talks markets and the Fed. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....
Sep 23, 2021•24 min
Tom Stringfellow, Chief Investment Strategist for Argent Trust Company, talks markets and the Fed. Danielle DiMartino Booth, CEO & Director of Intelligence at Quill Intelligence, discusses the Fed. Alan Adelman, Senior Fund Manager and Senior Research Analyst at Frost Investment Advisors, talks markets. George Evans, Chief Investment Officer of Global Equities for Invesco & Lead Manager of the Invesco Oppenheimer International Growth Fund (OIGAX), discusses markets and his MANTRA investm...
Sep 22, 2021•29 min
Chad Oviatt, Senior Vice President, Director of Investment Management at Huntington Private Bank, discusses the viability of the reopening trade, equity allocation, and the tax debate. Craig Giammona, Bloomberg US Real Estate Team Leader, discusses the impact of supply chain shortages on housing. Bryan Fairbanks, CEO of Trex, discusses company performance during the pandemic, supply chain issues, and the growth outlook. Fernando Valle, Bloomberg Intelligence Oil & Natural Gas Analyst, discus...
Sep 21, 2021•25 min
Sylvia Jablonski, CIO at Defiance ETFs, discusses the global stock rout, fiscal spending, the housing market, and sectors to watch. Jose Herrera, Co-Founder & CEO of Horatio, discusses the changes to the customer experience tech industry, and supply chain disruptions. RJ Gallo, Senior Fixed Income Portfolio Manager & Head of the Municipal Bond Group at Federated Hermes, discusses the Federal Reserve taper timeline, and the municipal bond space. Alan Crawford, Bloomberg Government Senior ...
Sep 20, 2021•26 min
New York City mayoral candidate, Eric Adams, discusses the future of the city. Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, talks markets and what we expect to see from Congress in the coming months. Seth Carpenter, Global Chief Economist at Morgan Stanley, discusses markets and the outlook for global central banks. David Dietze, Managing Principal & Senior Portfolio Strategist at Peapack Private Wealth Management, talks markets. Hosted by Paul Sweeney and Mat...
Sep 17, 2021•34 min
Ed Ludlow, West Coast Correspondent covering rockets and big tech for Bloomberg News, discusses the recent SpaceX launch. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his current investment outlook and stock picks. Ian Balina, Founder & CEO of Token Metrics, talks crypto investment strategies. Anjee Solanki, National Retail Director for the U.S. at Colliers, discusses the latest U.S. retail data. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs ...
Sep 16, 2021•26 min
Everett Millman, Precious Metals Specialist with Gainesville Coins, discusses the commodities market. Kristina Hooper, Chief Global Market Strategist at Invesco, talks markets and the economy. Chance Finucane, CIO of Oxbow Advisors, discusses three cyclical stocks to watch. Adam Coons, Portfolio Manager and Trader at Winthrop Capital Management, gives his current investment outlook. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....
Sep 15, 2021•25 min
Maya Winkelstein, CEO of Open Road Alliance, discusses impact investing. Jason Pride, CIO of Private Wealth at Glenmede, talks markets and inflation. Anurag Rana, Senior Software & IT Services Analyst for Bloomberg Intelligence, discusses the Intuit, Mailchimp deal. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Apple's latest event. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....
Sep 14, 2021•24 min
Mark Douglas, CEO and Founder of MNTN, talks about the Apple, Epic ruling and what it means for both companies and game developers. David Kotok, Chairman and CIO of Cumberland Advisors, talks markets. Katerina Simonetti, Senior Vice President, Private Wealth Advisor for Morgan Stanley Private Wealth Management, discusses the latest market news. Matt Maley, Chief Market Strategist at Miller Tabak & Co. and Founder of the Maley Report, talks markets and stocks to watch. Hosted by Paul Sweeney ...
Sep 13, 2021•27 min
Steve Karoly, Executive VP of K2 Security Screening Group discusses how aviation security has changed since 9/11. Michael Kamerman, CEO of Skilling, talks crypto following El Salvador's adoption of Bitcoin as legal tender. John Kline, President and COO of New Mountain Finance Corporation, discusses trends in the private credit space. Don Steinbrugge, CEO and President of Agecroft Partners discusses the hedge fund industry. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for p...
Sep 10, 2021•28 min
Aaron Emigh, CEO and Co-Founder of Brilliant, discusses the outlook for the smart home technology market. Josh Wingrove, White House Correspondent for Bloomberg News, talks about President Biden's vaccination mandate for federal employees. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses the markets. Nathan Shetty, Head of Multi Asset at Nuveen, talks private markets. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....
Sep 09, 2021•25 min
Don McCree, Head of Commercial Banking at Citizens, discusses what's next for businesses amid the Delta variant spread. Randy Schwimmer, Senior Managing Director, Co-Head of Senior Lending at Churchill Asset Management, talks about the state of private credit. Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, gives his market outlook. Constance Hunter, Chief Economist at KPMG, gives her economic outlook post jobs day. Hosted by Paul Sweeney and Matt Miller. See omnystudio...
Sep 08, 2021•28 min
Brad Smith, President of Microsoft, discusses updated content from his book "Tools and Weapons: The Promise and the Peril of the Digital Age." Jennifer Surane, Finance Reporter for Bloomberg News, talks about her story, "Wall Street Limps Into Post-Labor Day Return Derailed by Delta." Brian Vendig, President of MJP Wealth Advisors, talks jobs and markets. Erik Wasson, Congressional Reporter for Bloomberg News, gives an update on the progress of President Biden's economic plan. Hosted by Paul Swe...
Sep 07, 2021•26 min
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks jobs and markets. Skylar Woodhouse, Reporter for Bloomberg News, discusses the aftermath of Hurricane Ida in New York City. Tom Bohn, President & CEO of the Association for Corporate Growth, discusses their survey on the future of work. Tom Gimbel, Founder & CEO of LaSalle Network, talks jobs day. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Paul Sweeney) ...
Sep 03, 2021•34 min
David Riley, Chief Investment Strategist at BlueBay Asset Management, previews jobs day. Rebecca Ray, Executive Vice President, Human Capital at The Conference Board, discusses their return to work study. Brian Fields, Groupon’s Chief Commercial Officer, talks trending stay-cation experiences for Labor Day weekend. Aleem Remtula, Partner and Co-Head of the Private Equity Group at Developing World Markets, discusses what refugees from Afghanistan will face financially in other countries. Hosted b...
Sep 02, 2021•27 min
Esben Staerk, President of LEGO Education, discusses the pandemic's impact on learning. Tim Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management, talks about the monthly ISM report. Ashraf Haque, Senior Portfolio Manager of Sands Capital’s International Growth Portfolio, discusses global investment opportunities following China's regulatory crackdown. Anthony Hatch, Principal and veteran analyst for ABH Consulting, talks about the fate of Canadian Nationa...
Sep 01, 2021•26 min
Katie Nixon, CIO of Northern Trust Wealth Management, discusses investor takeaways from Fed Chair Jerome Powell's speech at the Jackson Hole Symposium. Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks CCI data. Yoni Assia, CEO at eToro, discusses the crypto market. Sam Dunlap, Chief Investment Officer of Public Strategies for Angel Oak Capital Advisors, talks about the housing market. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for p...
Aug 31, 2021•25 min
Katherine Hawkins, Portfolio Manager and SVP at Vertical Capital Income Fund (NYSE:VCIF), discusses the mortgage market and investing. Anders Persson, CIO at Nuveen, talks markets, and wraps up the Jackson Hole meeting. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks Jackson Hole, and gives her market outlook. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest Wall Street news. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/lis...
Aug 30, 2021•26 min
Barbara Corcoran, Founder of the Corcoran Group, Shark and Executive Producer of ABC’s “Shark Tank,” discusses how she is helping small businesses recover from the pandemic. Michael Zezas, Chief US Public Policy & Municipal Strategist, discusses U.S. infrastructure, and the bond market, Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses what to expect from Jackson Hole, and where to find yield. Steve Quick, Global CEO of Unispace, discusses return to w...
Aug 25, 2021•32 min
Elaine Kwon, Co-founder of Kwontified and former head of Luxury at Amazon, discusses the outlook for the retail market, as supply chain woes continue. Barry Metzger, Managing Director of Trading Services at Charles Schwab, discusses the company’s Trader Pulse Survey and what’s top of mind for traders. Ted Smith, President at Union Square Advisors, talks markets. Michael Sinensky, CEO of PPE company WeShield, talks about potential PPE shortages. Hosted by Paul Sweeney and Matt Miller. (Taylor Rig...
Aug 20, 2021•26 min
Andre Blumfield, Cities & Urban Design Leader at Gensler, discusses the infrastructure bill and what to expect going forward. Ataman Ozyildirim, Senior Director, Economics and Global Research Chair at the Conference Board, discusses LEI data and economic outlook. Brian Macauley, Portfolio Manager of the Hennessy Focus Fund, talks markets and investing. Olivia Raimonde, Private Credit Reporter for Bloomberg News talks about her story, "Private Equity Firms Want Rich Investors to Embrace Risky...
Aug 19, 2021•24 min
Sridhar Natarajan, Bloomberg Senior Finance Reporter, discusses his Big Take story, "Wall Street Brings Out the Money Cannon to Lure Junior Bankers." Frank Rybinski, Chief Macro Strategist at Aegon Asset Management, talks markets and macro outlook. Todd Cipperman, Founding Principal of Cipperman Compliance Services, discusses the SEC's crypto regulation. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence, talks markets and the Fed. Hosted by Paul Sweeney and Matt Miller. S...
Aug 18, 2021•29 min
Alex Pasternack, Executive Vice President of Binske, discusses investing in the cannabis industry. Katie Thomas, Lead of the Kearney Consumer Institute, talks retail earnings. Brian Smoluch, Principal, Portfolio Manager at Hood River Capital Management, discusses the markets. Sean Lyons, CEO of R/GA, talks about the hybrid workplace. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Aug 17, 2021•26 min