Abhay Deshpande, Founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets, investing, and gives his 2022 economic outlook. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Vince Cignarella, Global Macro Squawk with Bloomberg News, and stocks editor Kriti Gupta, discuss foreign exchange, investing, and markets. Kevin Ali, CEO at Organon (NYSE: ...
Jun 07, 2022•26 min
Ros Mathieson, Executive Editor for International Government, joins us in studio to discuss the latest on Europe, including the war in Ukraine and Boris Johnson confidence vote. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Gil Shwed, CEO at Check Point, discusses cybersecurity and ransomware as well as being the longest-standing CEO in NASDAQ history. Rania Sedhom, Managing Partner of the Sedhom Law Group, ...
Jun 06, 2022•24 min
Julia Pollak, Chief Economist with ZipRecruiter, talks about the May jobs report and the economy in 2022. David Dietze, Managing Principal and Senior Portfolio Strategist of Peapack Private Wealth Management, the wealth management division of Peapack-Gladstone Bank, discusses markets, investing, and the economy. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Nicole Sahin, author and founder of Globalization Partners, tal...
Jun 03, 2022•28 min
Kumar Galhotra, President of Ford Blue, Ford’s internal-combustion business, joins us from the Ohio Assembly Plant in Avon Lake, Ohio to discuss the latest on the company’s employment, production initiatives, and electric vehicle plans. Emily Chang, host of Bloomberg Technology, discusses Meta COO Sheryl Sandberg leaving the company after 14 years. Brian Kinsella, Senior VP of Product Management at Manhattan Associates, discusses the supply chain and tech. Mary Ellen Iskenderian, President and C...
Jun 02, 2022•27 min
Steve Matthews, US Economy with Bloomberg News, discusses the Fed shrinking its balance sheet today, the release of Beige Book, and Janet Yellen saying the administration got inflation wrong. Jess Menton, equities reporter with Bloomberg News, discusses the S&P starting June where it began in May and volatility in the markets. David Katz, President and CIO of Matrix Asset Advisors, talks about the markets and where you should put your money in 2022. Fran Rosch, CEO of ForgeRock (NYSE: FORG),...
Jun 01, 2022•24 min
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses where the market is going amid a dimming economic outlook. Vidya Peters, COO at Marqeta (NASDAQ: MQ), discusses fintech and how consumers are paying for items. Katie Greifeld, cross-asset reporter with Bloomberg News, discusses ETF investing and emerging market ETFs. Alfonso Peccatiello, author of The Macro Compass and formerly of ING, discusses markets and the economy in 2022. Hosted by Paul Sweeney and Matt Miller. See omnys...
May 31, 2022•21 min
Scott Ladner, Chief Investment Officer at Horizon Investments, discusses market volatility and gives his investment outlook for 2022. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss the Broadcom-VMware deal. Denelle Dixon, CEO and executive director of the Stellar Development Foundation, discusses the crypto market and what’s next for Bitcoin and other coins. Micha Kaufman, CEO and founder of Fiverr, discusses using its e-commerce platform to connect bu...
May 26, 2022•27 min
Bloomberg News finance reporter Marion Halftermeyer discusses her “Big Take” story on Credit Suisse’s Russia ties. Kevin Nicholson, Global Fixed Income CIO from Riverfront Investment Group, talks about the market, economy, and inflation in 2022. Mark Murrell, founder and CEO at Get Maine Lobster, talks about the supply chain, shipping, “Lobsterflation,” and business outlook as the summer months approach. Hessam Nadji, CEO of Marcus & Millichap, talks about the real estate sector and rising m...
May 25, 2022•28 min
Jim Lowell, CIO at Adviser Investments, talks about markets, investing, and the economy in 2022. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Snap, the NASDAQ, and other stories in Big Tech. Guillermo Cornejo, co-founder and CEO of Riders Share, discusses his company, the “AirBnb of Motorcycles,” and the health of that business. Jason Greenblath, Senior Portoflio Manager at American Century Investments, talks about credit and investing. Hosted by Paul Sw...
May 24, 2022•25 min
Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses ETFs, inflation, investment strategies, and outlook for a recession in the US. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about markets, inflation, and the economy amid global uncertainty. Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses volatile markets and the S&P touching bear territory Friday. Woo Jin Ho, Senior Hardware Analyst wit...
May 23, 2022•26 min
Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses volatile markets and the economy. Sonali Basak, Bloomberg News Wall Street reporter, discusses Melvin Capital and what's next for hedge funds. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about market volatility and the economy in 2022. Peter Platzer, CEO of Spire, talks about satellite tech and his company. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/...
May 19, 2022•22 min
Dr. Jan Groen, Economic Research Advisor at the Federal Reserve Bank of NY, discusses THE launch of the NY Fed’S Global Supply Chain Pressure Index (GSCPI). Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, discusses retail sales and the consumer, the economy, and central bank activity in the US. Barry Metzger, Head of Trading and Education at Charles Schwab, discusses trader sentiment and inflation outlook. Brent Donnelly, President at Spectra Markets, discusses the d...
May 18, 2022•27 min
Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses the markets and the economy in 2022. Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses the Saudi Aramco IPO, WTI prices, and oil. Arun Sundaram, Senior Equity Research Analyst at CFRA, discusses Walmart earnings and what they say about consumers and the economy. Anjee Solanki, National Director of Retail, US at Colliers, talks about retail sales and consumers in 2022. Hosted by Paul Sweeney and Matt...
May 17, 2022•25 min
RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the markets and economy in 2022 and risks for investors. Gene Seroka, Executive Director of Port of LA, has the latest on the supply chain and backups in ports throughout the pandemic. Shehzad Qazi, Managing Director at China Beige Book International, discusses China’s economic contraction amid its COVID zero policy. Mary Schlagenstein, Airline Reporter for Bloomberg News, discuss...
May 16, 2022•26 min
Tal Reback, Director at KKR Capital Markets, discusses the economy and markets in 2022. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, and Bloomberg News correspondent Ed Ludlow discuss the latest on Elon Musk and his Twitter takeover bid and what it means for Tesla. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), discusses his company’s performance in Q1 and the labor market in the US. Laura Modi, CEO and founder of Bobbie, a female-founded infant formula company, talks about the short...
May 13, 2022•27 min
Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation. Kim Rivers, CEO at Trulieve, discusses the state of the cannabis industry in the United States. Ed Ludlow, Bloomberg News West Coast correspondent, discusses Rivian keeping its sales goal in place despite sup...
May 12, 2022•26 min
Joanna Ossinger, cross asset reporter with Bloomberg News, discusses Bitcoin’s slide, Coinbase, and other currency and crypto moves. Doug Baker, Portfolio Manager and Head of Preferred Securities Sector Team at Nuveen, talks CPI, markets, and investing in 2022. Michael Dean, Senior European Automotive Analyst with Bloomberg Intelligence, discusses Volkswagen and supply and inflation concerns for car companies. Christian Ledoux, Director of Investment Research at CAPTRUST, talks about CPI, the Fe...
May 11, 2022•28 min
Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, supply chain, gas prices, and the company’s performance in Q1. Jasen Turnbull, F-150 Lightning Marketing Manager for Ford, discusses the all-electric F-150 pickup and the EV movement. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a ...
May 10, 2022•34 min
Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of security in the oil market and the exploding refinery margin. Matthew Miller, Metals and Mining Analyst at CFRA Research, talks about metals and the economy amid war in Ukraine and market swings. Eric Balchunas, ETF analyst with Bloomberg Intelligence, talks about investing, market swings, and ETF...
May 09, 2022•25 min
Ron Sanchez, EVP and CIO at Fiduciary Trust Company International, talks about volatile markets and investing on jobs day. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and interest rate hikes. Kurt Sievers, President and CEO of NXP Semiconductors, an American manufacturer with headquarters in the Netherlands, discusses the supply chain, automotive industry, and semiconductor manufacturing. Jeffrey Cleveland, Director and Chief Economist for Payden &...
May 06, 2022•27 min
Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, talks about markets, investing, and the economy. Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about impact investing, energy, and the economy in 2022. Vince Cignarella, Global Macro Squawk with Bloomberg News, discusses foreign exchange, investing, and markets. Hosted by Matt Miller and Kati...
May 05, 2022•27 min
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. John Authers, Senior Editor with Bloomberg Opinion, discusses his ...
May 04, 2022•31 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed raising interest rates, TIPS real yields, and treasury coupon auctions. Joe Mathieu, Washington correspondent with Bloomberg News, discusses the leaked Supreme Court document that shows the high court appears prepared to overturn Roe v. Wade. Matt Winkler, editor-in-chief emeritus at Bloomberg News, discusses his latest Opinion column on Gina Raimondo. Katherine Hawkins, Portfolio Manager and SVP at Verti...
May 03, 2022•28 min
Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Balu Balakrishnan, CEO of Power Integrations, discusses his company, semiconductors, and the supply chain. Nikki Baird, VP of Strategy at Aptos, a global retail technology company, joins the show to discuss retail tech and the state of retail after Amazon’s big miss at the end of last week. And at the Milken Institute Global Conference in Los Angeles, Bloomberg B...
May 02, 2022•48 min
Kristine Aquino, Team Leader FX/Rates/Emerging Markets at Bloomberg News, discusses the latest currency moves. Mark Stoeckle, CEO and Portfolio Manager of Adams Funds, talks about investing, the economy, and tech earnings. Simon Casey, Deputy Managing Editor, Energy and Commodities with Bloomberg News, discusses Exxon and Chevron earnings. Retired US Navy Admiral James Stavridis talks about the Ukraine war and his recent Bloomberg Opinion columns on Ukraine. Hosted by Kriti Gupta and Sonali Basa...
Apr 29, 2022•25 min
Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Kristine Aquino, Team Leader of FX/Rates/Emerging Markets at Bloomberg News, discusses the latest on currency moves. John Authers, Senior Editor with Bloomberg Opinion, discusses global economies, currencies, and market...
Apr 28, 2022•33 min
Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses Russia cutting off gas from Bulgaria and Poland. Anurag Rana, Senior Software analyst with Bloomberg Intelligence, discusses the latest on tech earnings and gives a Big Tech outlook for 2022. Alex Chaloff co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Anna Wong, Chief US Economist for Bloomberg Economics, discusses US markets responding to COVID in China and t...
Apr 27, 2022•28 min
Bloomberg News correspondent Ed Ludlow and Wall Street reporter Sonali Basak discuss Elon Musk buying Twitter. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses markets and Twitter stock along with Big Tech earnings. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Russell Price, Chief Economist at Ameriprise Financial, discusses markets, investing, and the e...
Apr 26, 2022•26 min
Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, previews Big Tech earnings and discusses Elon Musk’s Twitter bid. Andy Marsh, President and CEO of Plug Power (NASDAQ: PLUG), talks about his company’s new deal with Walmart and renewable energy in the US. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Sonali Basak, Bloomberg Wall Street reporter, discusses...
Apr 25, 2022•27 min
Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut of the all-electric “Lincoln Star Concept” and the company’s EV goals. Kristof Gleich, President and CIO at Harbor Capital Advisors, talks markets and investment strategies in 2022. David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market rea...
Apr 21, 2022•21 min
