Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, CEO of China Beige Book International, talks about China’s stock market, COVID in China, and what it means for global economies. Brad Dillman, Chief Economist at Cortland, discusses the latest trends in the housing market. Laura Martin, Managing Director and Senior Analyst of Entertainment at Needham...
Apr 20, 2022•24 min
Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Fargo Advisors, talks about markets, inflation, and investing strategies in 2022. Mark Dixon, CEO of IWG, plc, talks about hybrid work, real estate, renting offices, and returning to work in 2022 and beyond. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022. Hosted by Paul...
Apr 19, 2022•24 min
Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA and creator of the WealthAbility System, discusses how cryptocurrency is taxed in America on Tax Day. Sonali Basak, Bloomberg News Wall Street reporter, talks about discusses Bank of America earnings and how the Street views the economy in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio....
Apr 18, 2022•23 min
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the economy, inflation, and the Federal Reserve in 2022. Ed Price, Senior Fellow (non-resident) & former British Trade Official at NYU, talks about the economy and global markets in 2022. Sadek Wahba, Founder, Chairman and Managing Partner of I Squared Capital and Member of Council on Foreign Relations, talks about the Ukraine war and how it’s affecting global markets. Jennifer Lee, Senior Economist an...
Apr 14, 2022•29 min
Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinformation and whether ordinary Russians understand what’s happening in Ukraine. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, and Delta earnings. Ellis Phifer, Managing Director – Fixed Income Capital Markets at Raymond James, discusses m...
Apr 13, 2022•26 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. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine-Russia war. Bob Kolasky, Senior VP for Critical Infrastructure at Exiger, talks about cybersecurity. Sylvia Wulf, Executive Director, President, and CEO of AquaBounty Technologies, Inc., dis...
Apr 11, 2022•24 min
Jess Menton, Equities Reporter with Bloomberg News, discusses markets, stocks, and inflation. Laura Wright, Producer with Bloomberg TV, discusses the French election and what it means for the US and global economies as well as the war in Ukraine. Hans Olsen, CIO at Fiduciary Trust Company, talks about markets, investing, and the economy. Mary Ellen Iskenderian, CEO at Women’s World Banking, talks about women working in finance and job opportunities in the sector in America and in developing nati...
Apr 08, 2022•21 min
Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Seth Carpenter, Morgan Stanley Chief Global Economist, talks about the economy, inflation, and the possibility of a recession in 2022. Luvleen Sidhu, Chair, CEO, and Founder of BM Technologies, Inc., talks about FinTech, the economy, and digital banking. Randy Peitsch, COO of PGA Superstore, talks about company growth and the supply chain. Hosted by Paul Sweeney and Matt Miller. See omnyst...
Apr 07, 2022•24 min
Former NY Fed President Bill Dudley and Bloomberg News Editor-in-Chief emeritus Matt Winkler discuss whether the Federal Reserve is behind the curve as well as inflation and the US economy. Annmarie Hordern, Washington correspondent with Bloomberg Television, discusses the former Russian oligarch saying Putin is already at war with the West and has the latest on the war in Ukraine. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses JetBlue maki...
Apr 06, 2022•35 min
Megan Durisin Albery, Agriculture reporter with Bloomberg News, discusses her Bloomberg “Big Take” story on grain and other commodity markets being upended by the war in Ukraine. Akshata Bailkeri, Equity Analyst at Bruderman Asset Management, discusses markets, inflation, and the economy in 2022. Matt Kramer, National Sector Leader, Consumer & Retail and Advisory Partner at KPMG, discusses consumer sentiment about the metaverse and projections for metaverse growth in the coming years. Wendy ...
Apr 05, 2022•25 min
Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and investing in 2022. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses the latest on COVID and the BA.2 variant. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Elon Musk taking a stake in Twitter and the company’s stock jump. Rajesh Nakadi, Head of Investments at BNY Mellon Wealth Management, talk...
Apr 04, 2022•26 min
Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Bloomberg Surveillance co-hosts Tom Keene, Bloomberg News Editor-At-Large, and Lisa Abramowicz, reporter, host, and Opinion contributor with Bloomberg News, join the show to discuss jobs day and the economy. Rebecca Ray, Executive VP of Workforce Research at The Conference Board, discusses new survey findings on work life balance struggles and the desire to return to offices. Tom Gimbel, Founder...
Apr 01, 2022•25 min
Cole Smead, President & Portfolio Manager at Smead Capital Management, talks about markets, investing, and the economy in 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses metals and commodity prices amid the Ukraine-Russia war. Daniel McGahn, CEO of American Superconductor (AMSC), talks about the possibility of future cyberattacks on the electric grid. Kevin Kelly, CEO of Kelly ETFs, talks about real estate investments and inflation. Hosted by Paul Sweeney and Tayl...
Mar 31, 2022•23 min
David Riley, Chief Investment Strategist at BlueBay Asset Management, talks about the global economy and investing in 2022. Bloomberg News Economics Editor Michael McKee discusses his interview with Richmond Fed president Thomas Barkin as well as the Federal Reserve. Michael Hans, CIO at Clarfeld Citizens Private Wealth, talks about markets, the economy, and inflation. Katie Greifeld, Bloomberg News cross asset reporter and QuickTake co-anchor, discusses Bitcoin prices and other crypto news and ...
Mar 30, 2022•24 min
Dan Genter, CEO and CIO of RNC Genter Capital Management, discusses the markets and the economy in 2022. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board, talks about monthly consumer confidence data. Greg King, CEO of Osprey Funds, talks about investing in ETFs and crypto ETFs. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Hosted by Paul Sweeney and Katie Greifeld. See omnystu...
Mar 29, 2022•23 min
Jess Larsen, CEO of Briarcliffe Credit Partners, discusses economic pressures in 2022. Annie Massa, Bloomberg News reporter, discusses her Bloomberg “Big Take” story on Vanguard’s evolution irking loyalists to its founder. Huw Roberts, Head of Analytics at Quant Insights, talks about markets and the yield curve. Christy Wyatt, CEO of Absolute Software, talks about ransomware threats amid the Russia-Ukraine war. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy infor...
Mar 28, 2022•25 min
Retired US Navy Admiral James Stavridis discusses the Ukraine war and his recent piece for Bloomberg on the possibility of Vladimir Putin using chemical or nuclear weapons. Matt Winkler, Bloomberg News Editor-In-Chief emeritus, discusses his recent Bloomberg Opinion piece on why he believes the Federal Reserve may still be ahead of runaway inflation. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the economy in 2022 and the outlook for a recession. Jonathan Webb, CEO a...
Mar 25, 2022•31 min
John Micklethwait, Editor-In-Chief of Bloomberg News, discusses his Bloomberg “Big Take” story on the current era of globalization and the West’s role in preserving it. Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Wes Bricker, Vice Chair – US Trust Solutions co-leader at PwC, discusses the SEC’s newly proposed climate-change rules that would enhance and standardize disclosures for investors. Barry Ritholtz, Founder of Rith...
Mar 24, 2022•32 min
Aggi Cantrill, TV producer with Bloomberg News, discusses the Ukraine war and the latest updates on the fighting. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about markets and the economy amid global uncertainty and economic pressures. Maryam Brown, President of Southern California Gas Company, talks about the energy market and gas supplies amid the Russia-Ukraine war. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to dis...
Mar 23, 2022•25 min
Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and geopolitical uncertainty. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation at the Ukraine war. John Mase, CEO of IRG Industrial, talks about real estate and manufacturing amid global economic pressures. Valerii Iakovenko, Founder of DroneUA, discusses how his company is aiding military effort...
Mar 22, 2022•27 min
Virginia Drosos, CEO of Signet Jewelers, talks about her company, the diamond industry, and how it’s working through supply chain pressures and Russian sanctions. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses Ketanji Brown Jackson’s SCOTUS nomination hearing. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses investing and the economy in 2022. Alicia Diaz with Bloomberg’s TOPLive team discusses the Bloomb...
Mar 21, 2022•25 min
Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting, Fed strategy, interest rates, and the economy. Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, talks about the latest LEI data released on Friday. Ankur Crawford, EVP and Portfolio Manager at Fred Alger Management, LLC, talks about markets and the economy amid volatility in 2022. Peter Platzer, CEO of Spire, talks about his company, rising gas prices, and en...
Mar 18, 2022•23 min
Sean O’Hara, President of Pacer ETFs, discusses investing and the economy. Aysha Bagchi, Legal Reporter with Bloomberg Industry Group, discusses the SALT Tax. Mike Vogelzang, CIO & Managing Director at CaptTrust, discusses markets, inflation, and the economy in 2022. David Kudla, founder and CEO of Mainstay Capital Management, talks about the market reaction to the Ukraine war and the Fed. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....
Mar 17, 2022•23 min
Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, discusses markets, interest rate hikes, and the economy in 2022. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, discusses the Fed, central banks, and global economies. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Bloomberg News Chief Economist Michael McKee discusses the Fed meeting. Hosted by Paul Sweeney an...
Mar 16, 2022•28 min
Ed Price, Senior Fellow at NYU and former British Trade Official, talks about inflation risks in 2022. Will Rhind, CEO of GraniteShares Advisors, LLC, breaks down the latest on commodities, gold, inflation, oil supply, as well as energy prices. Dave Magers, CEO of Mecum Auctions, discusses the successes in the collector car market. Tooey Corutemanche, CEO of Procore, talks about cloud management for construction companies. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for p...
Mar 15, 2022•25 min
Abhay Deshpande, founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets and investing. Markiyan Lubkivskyi, advisor to the Minister of Defense of Ukraine, discusses the war in Ukraine. Ted Smith, co-founder and president of Union Square Advisors, talks about tech investments amid market volatility and inflation. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital LLP, talks about energy security, ESG investing, and the economy in 2022. Hosted b...
Mar 14, 2022•26 min
Sylvia Jablonski, Chief Investment Officer and co-Founder at Defiance ETFs, discusses investing and gives her 2022 economic outlook amid the Ukraine war and inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. David Katz, President and CIO of Matrix Asset Advisors, talks about investing and the economy in 2022. Andrew Chanin, CEO of ProcureAM, discusses the space industry, Space ETFs, as well as investment strategies. Hoste...
Mar 11, 2022•19 min
Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses inflation, investing, and gives his market outlook for 2022. Angus Pacala, CEO of Ouster, talks about his company and autonomous driving technology. Dave Harden, founder and President of Summit Global Investments, discusses investment strategies amid volatility. Amish Shah, President of ALTR Created Diamonds, discusses how diamond prices are expected be impacted due to the war in Ukraine. Hosted by Matt Miller and Katie ...
Mar 10, 2022•25 min
Tal Reback, Director of KKR, discusses the economy and risks in 2022. Will Nasgovitz, CEO and Portfolio Manager at Heartland Funds, talks about investing and the economy in 2022 amid war in Ukraine and inflation. Tom Stringfellow, Argent Trust Chief Investment Strategist, talks about investment strategies in 2022. Caroline Bressan, Managing Director at Open Road Alliance, discusses impact investing and their risks and rewards. Hosted by Matt Miller and Sonali Basak. See omnystudio.com/listener f...
Mar 09, 2022•19 min
Lisa Erickson, Senior VP/Head: Traditional Investment at US Bank Wealth Management, discusses the economy and markets amid inflation and the war in Ukraine. Angie Gildea, KPMG US Energy Sector Leader, talks about rising oil prices. Mary Ellen Iskenderian, CEO at Women’s World Banking, discusses women working in finance and job opportunities in the sector. Geralyn Ritter, Head of External Affairs and ESG at Organon, discusses the company’s vision, women in the workplace, and women’s health. Hoste...
Mar 08, 2022•25 min
