Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses the economy and markets. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about interest rates and the economy in 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities and natural gas amid the Ukraine-Russia war. Lincoln Clark, Partner and Global Leader of KPMG’s Semiconductor Practice, talks about US executi...
Mar 07, 2022•22 min
Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Russell Price, Chief Economist at Ameriprise Financial, discusses jobs, markets, investing, and jobs day. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest jobs numbers and the state of employment in the US. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation and labor. Hosted by Paul Sweeney and Lisa Abramowicz. See omnystudio...
Mar 04, 2022•23 min
Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses commodities and Bitcoin amid the Ukraine-Russia war. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses how investing and the economy has changed since the Ukraine-Russia war started. Anna Han, Vice President, Equity Strategist at Wells Fargo, discusses the economy and investment outlook amid volatility due to inflation and the war in Ukraine. Barry Ritholtz, founder of Ritholtz Wealth Management,...
Mar 03, 2022•23 min
Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine war and rising interest rates. Bloomberg stocks editor Kriti Gupta and oil futures reporter Julia Fanzeres talk about rising oil prices. Megan Horneman, Chief Investment Strategist at Verdence Capital Advisors, discusses the economy and markets while the Ukraine-Russia war is happening. Brooke Sutherland, columnist with Bloomberg Opinion, talks about how the sup...
Mar 01, 2022•24 min
Pete Earle, Economist at the American Institute of Economic Research, discusses markets, the economy amid inflation and war, and gives his economic outlook for 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities amid the Ukraine-Russia war. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks about the economy and markets in 2022. Sonali Basak, Bloomberg Wall Street reporter, discusses some Russian banks being cut off from the SWIFT...
Feb 28, 2022•23 min
David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war and how it shifts the economic outlook in 2022. Lauren Hein, Head of Advisor Relations at ROBO Global, talks about tech equities reacting to the Ukraine war. Tom Orlik, Chief Economist with Bloomberg Economics, discusses the Bloomberg “Big Take” story on the global economic implications of the war in Ukraine. June Grasso, host of “Bloomberg Law” and “Blo...
Feb 25, 2022•23 min
Adam Gold, Founder and CIO at Katam Hill, LLC, discusses markets, investing, and the economy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, discusses inflation and its impact on retail and consumers. Steve Kane, co-CIO and Generalist Portfolio Manager with TCW Group, discusses inflation and the Fed. Tara Jaye Frank, equity strategist, author, and President and CEO of TJF Career Modeling, LLC, discusses the Bloomberg 2022 Gender Equality Index and women returning to work....
Feb 23, 2022•20 min
Tom Mantione, Managing Director with UBS Private Wealth Management, talks about the markets, investing, and economic pressures in 2022. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of Municipal Bond Group at Federated Hermes, discusses the bond market and economy in 2022. Ronen Samuel, CEO of Kornit Digital, talks about how the supply chain is affecting the fashion industry and gives his retail outlook for 2022. Emiliano Kargieman, CEO of Satellogic, talks about going public, his co...
Feb 22, 2022•21 min
Mark Yusko, CEO and CIO of Morgan Creek Capital Management, discusses markets and gives his economic outlook for 2022. Katie Greifeld, Bloomberg QuickTake anchor and cross asset reporter with Bloomberg News, discusses ETFs and the economy in 2022. Michael McKee, Global Chief Economist with Bloomberg News, talks about the Federal Reserve, interest rates, and the economy. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, talks about commodities and the markets. Hosted by Paul Sween...
Feb 18, 2022•25 min
Chris Harvey, Head of Equity Strategy at Wells Fargo, discusses investing and the economy amid rising inflation and geopolitical tensions. Angie Gildea, KPMG US Energy Sector Leader, discusses rising oil prices and energy outlook in 2022. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 economic outlook. Grant Johnson, Esports Entertainment Group CEO, discusses his company, sports video games, and sports gambling. H...
Feb 18, 2022•19 min
Mark Yusko, CEO and CIO of Morgan Creek Capital Management, talks about markets, investing, and inflation. Michael McKee, Global Chief Economist for Bloomberg News, discusses the Federal Reserve and the economy. Katie Greifeld, Bloomberg News Cross Asset reporter and Bloomberg QuickTake co-anchor, discusses ETFs and investments. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, talks about the latest news in crypto and commodities. Hosted by Paul Sweeney and Matt Miller. See...
Feb 17, 2022•25 min
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, talks about Fed minutes, inflation, and interest rates. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, talks about central bank activity across the globe and inflation. Andy Hogenson, Global Lead of Consumer Goods, Retail, & Logistics at Infosys Consulting, talks about the retail sector and hiring and supply challenges. Michael Hansen, CEO at Cengage Group, discusses hybrid work a...
Feb 16, 2022•25 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about inflation, the Fed, and gives his market outlook. Huw Roberts, Director of Research and Sales at Quant Insights, talks about fixed income and gives his economic outlook for 2022. Andre Menezes, CEO of Next Gen Foods, discusses the alternative meat business...
Feb 15, 2022•24 min
Katie Nixon, CIO of Wealth Management at Northern Trust, discusses economic risks and inflation in 2022. David Britton, Global Strategy for Identity & Fraud at Experian, talks about internet fraud and how it affects consumers and businesses. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market and returning to offices. Laura Modi, CEO and Founder of Bobbie – a female-founded infant formula company – talks about supply challenges her ...
Feb 14, 2022•23 min
Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses inflation and investing. Gerry Smith, Bloomberg News media reporter, discusses Super Bowl ad prices, Olympic ratings, NBC, and Peacock streaming. Dave Ellison, Portfolio Manager of Hennessy Large & Small Cap Financial Funds, talks markets and investing in 2022. Sanjay Mirchandani, Commvault CEO, discusses his company, data security, and ransomware threats. Hosted by Paul Sweeney and Matt Miller. See omnystudio...
Feb 11, 2022•20 min
Avery Sheffield, Co-founder & CIO of VantageRock at Rockefeller Asset Management, discusses CPI data and the consumer sector. Ben Slavin, BNY Mellon Global Head of ETFs Asset Servicing, talks ETFs, investing, and the economy in 2022. TJ Jiang, AvePoint CEO, talks about cybersecurity and managing data. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, talks Disney, Peloton, and tech stocks. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for priv...
Feb 10, 2022•22 min
Jay Bryson, Wells Fargo Chief Economist, discusses markets and gives his economic outlook for 2022. Andy Paul, CEO of Corsair Gaming, discusses gaming streaming and computer hardware. Guy Davis, Managing Director and Portfolio Manager at GCI Investors, talks about investing strategies amid inflation and interest rate hikes. Christy Wyatt, President and CEO of Absolute Software Corp., discusses ransomware, cybersecurity, and company earnings. Hosted by Paul Sweeney and Matt Miller. See omnystudio...
Feb 09, 2022•25 min
Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses the state of the economy and gives her market outlook for 2022. Darren Chervitz, Portfolio Manager at Jacob Asset Management, talks about markets and investment strategies in 2022. Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about inflation and volatility. David Katz, President and CIO of Matrix Asset Advisors, talks about investment strategies and market optimism in 2022. Hosted by Paul Swe...
Feb 08, 2022•24 min
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses markets and gives his economic outlook in 2022. Priya Misra, Managing Director and Global Head of Rates Strategy, talks about Fed pricing, inflation, and the economy. Nolan Church, CEO at Continuum, talks about executive employment and the state of labor in the US. Ann Fandozzi, CEO of Ritchie Bros, talks about her business, the supply chain, and manufacturing in 2022. Hosted by Pa...
Feb 07, 2022•24 min
Liz Young, Head of Investment Strategy at SoFi, joins the show to talk about markets and the economy in 2022. Robin Vince, Vice Chair and CEO of Global Market Infrastructure at BNY Mellon, joins the show to discuss fintech, the latest fintech acquisition by BNY Mellon, and talks about reopening New York. Ed Ludlow, West Coast correspondent for Bloomberg News, and Bloomberg TV producer Laura Wright discuss Rivian ramping up production and Tesla earnings. Kim Peddle Rgeum, CEO of Dreyer's Grand Ic...
Jan 28, 2022•30 min
Seth Carpenter, Morgan Stanley Chief Economist, talks about his US economic outlook for 2022 amid inflation and interest rate hikes. Lisa Chai, Partner at ROBO Global, talks about tech investment and gives her tech outlook in 2022. Derek Ellington, Head of Small Business Banking at Wells Fargo, talks about how supply chain bottlenecks, inflation, and economic pressures are squeezing small businesses in the US. Ash Shehata, KPMG National Sector Leader for Healthcare and Life Sciences, talks about...
Jan 27, 2022•24 min
Ed Price, Senior Fellow and former British trade official at NYU, talks about the FOMC meeting and economic risks in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, talks about investing strategies amid inflation in 2022. Laird Landmann, Generalist Portfolio Manager in TCW’s Fixed Income group, joins the show with the latest on fixed income and investment strategies. Louis Summe, CEO & Founder at LiveVox, talks about customer service tech ...
Jan 26, 2022•20 min
Ellen Zentner, Morgan Stanley Chief US Economist, talks about the upcoming FOMC meeting, the US economy, and inflation. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board, breaks down monthly consumer confidence data. Hessam Nadji, CEO of Marcus & Millichap, talks about the real estate sector and hybrid work. Laura Modi, CEO and co-Founder of Bobbie – a female-founded infant formula company – talks about her business and its broader goals. Hosted by Paul Sweeney...
Jan 25, 2022•21 min
Katie Nixon, CIO of Wealth Management at Northern Trust, discusses inflation risks and interest rates in 2022. Waqaas Al-Siddiq, CEO of Biotricity, talks about what he believes will be the post-pandemic “new normal” when it comes to healthcare delivery. Gene Seroka, Executive Director of the Port of LA, has the latest on supply chain bottlenecks and labor. Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, gives her market outlook for 2022. Hosted by Paul Sweeney an...
Jan 24, 2022•28 min
Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Management, talks about markets, interest rate hikes, and gives his 2022 economic outlook. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss gas prices and gives her outlook for the energy sector in 2022. Bane Hunter, CEO of GetSwift, discusses SaaS technology and combatting supply chain pressures. Andy Marsh, President and CEO of Plug Power, talks about green hydrogen and its futur...
Jan 21, 2022•23 min
Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company’s Q4 earnings, the aluminum market, and pivoting into a carbon-conscious future. Nina Deka, Senior Research Analyst with ROBO Global, discusses health tech investment. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the markets and gives his econo...
Jan 20, 2022•28 min
Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses markets and inflation as the Fed looks to hike interest rates this year. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 market outlook. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the bond markets, Fed tapering, and gives his investment outlook for 2022. ...
Jan 19, 2022•22 min
Adam Coons, Portfolio Manager with Winthrop Capital Management, discusses markets, interest rate hikes, and gives his 2022 economic outlook. Liz Young, Head of Investment Strategy at SoFi, joins the show to talk markets and the economy in 2022 amid Fed tightening. Jeffrey Langbaum, Bloomberg Intelligence Senior REIT/CRE Equity Analyst, joins the show to discuss companies leasing office space and the future of hybrid work and offices. Tal Keinan, CEO of Sky Harbour, discusses recent challenges fo...
Jan 18, 2022•25 min
David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joins the show to discuss markets and the economy. Brett Moyer, CEO, President, and Chairman of Summit Wireless Technologies, talks about the latest trends in home entertainment, WiSA technology, and gives his outlook for 2022. Erica Brinker, Chief Financial Officer and Head of ESG at Array Technologie...
Jan 14, 2022•23 min
Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial advisor at UBS, talks about the economy, investing, and gives her market outlook for 2022. Isabelle Winkles, CFO of Braze (NASDAQ: BRZE), talks about Braze, customer and buying trends, and consumer outlook in 2022. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, an...
Jan 13, 2022•26 min
