Damian Sassower, Chief Emerging Markets Credit Strategist with Bloomberg Intelligence, joins to discuss China and Xi Jinping. Robert Stimpson, CIO and Portfolio Manager at Oak Associate Funds, joins the show to talk about his sector picks and outlook for the equity market in 2022. Gene Seroka, CEO at the Port of LA, joins us for an extended discussion on the supply chain and outlook for the economy and consumers. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss Ca...
Oct 25, 2022•32 min
Poonam Goyal, analyst for e-commerce, athleisure, and off-price retail for Bloomberg Intelligence, and Deb Aitken, Senior Analyst of Luxury Good and Beauty/Home Care with Bloomberg Intelligence, joins the show to talk Adidas and Kering earnings and their stocks. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and the Fed readying to hike rates yet again. Mandeep Singh, Senior Tech ana...
Oct 21, 2022•46 min
Marcus Ashworth, Bloomberg Opinion columnist, joins the show to discuss Liz Truss’ resignation. Ed Price, principal at Ergo, a global intelligence and analysis consultancy, non-resident senior fellow at NYU and former British trade official, joins the show to discuss Truss’ resignation. John Authers, Opinion columnist with Bloomberg News, talks about Liz Truss’ resignation and global markets. Stephen Carroll, discusses Liz Truss’ resignation, its impact on the UK, and how it impacts England and ...
Oct 20, 2022•40 min
Deborah Aitken, Senior Analyst of Luxury Goods and Beauty/Home Care with Bloomberg Intelligence, and Anurag Rana, Senior Services and IT Analyst with Bloomberg Intelligence, give the latest analysis on some of the stocks they’re watching today. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, and Vince Cignarella, Global Macro Strategist with Bloomberg Intelligence, join us for an equity round table to discuss the market rally this week and outlook for volatility. Robert T...
Oct 19, 2022•40 min
Bloomberg News anchor Kathleen Hays sits down with St. Louis Federal Reserve director of research Carlos Garriga and Homer Jones winner Eswar Prasad in St. Louis. Hosted by Kathleen Hays. See omnystudio.com/listener for privacy information.
Oct 19, 2022•20 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, joins us from our London offices to discuss the Treasury yield curve flattening and the Fed. Abhay Deshpande, founder and CIO at Centerstone Investors, joins the show to discuss the equity market and some stocks and sectors he likes in the face of economic headwinds. Mark Douglas, CEO at MNTN, joins the show to preview Netflix earnings and outlook for streaming services. Matt Miller and Guy Johnson interview the CEO of Rol...
Oct 18, 2022•47 min
Alison Williams, Senior Global Banks and Asset Managers Analyst, discusses Bank of America earnings and Goldman Sachs’ organizational shakeup. Sameer Samana, Senior Global Market Strategist at Wells Fargo, joins the show to discuss sectors he’s looking at and outlook for equities. Hans Dau, CEO of Mitchell Madison Group, joins the show to discuss Xi Jinping being elected to a third term in China, Chinese stocks rising in the US premarket, and tensions with the US. Tim Craighead, European Equity ...
Oct 17, 2022•39 min
Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses his latest research on COVID booster plans and whether they are flawed. He also talks about Pfizer stock after yesterday's premarket move. Jennifer Bartashus, Senior Equity Research Analyst, Consumer Staples and Retail, joins the show to discuss t...
Oct 14, 2022•27 min
Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data . Mona Mahajan, Senior Investment Strategist with Edward Jones, discusses her sector picks and outlook for the equity market in 2022. Anna Wong, Chief US Economist with Bloomberg Economics and Bloomberg News Markets correspondent Kriti Gupta join the show to break down the latest inflation reading. Jonathan Palmer...
Oct 13, 2022•33 min
Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Department worker reclassification proposals. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss outlook for stocks, rising credit card balances, and Bloomberg Economic’s preview of Fed Minutes, in which they wa...
Oct 12, 2022•43 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock picks and discusses his outlook for equities. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show from Las Vegas where he’s at the Web3-crypto conference to discuss the outlook for crypto and risk assets, as well as commodities with the war in Ukraine ramping u...
Oct 11, 2022•35 min
Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this week. Chris Beals, CEO of Weedmaps (NASDAQ: MAPS), joins the show to discuss his company, the cannabis industry, and how the sector rallied after President Biden’s announcement on marijuana. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss recent BI findings...
Oct 10, 2022•37 min
Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, discusses Credit Suisse offering to buy back debt. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, and Bloomberg anchor Kailey Leinz, host of ‘The Lineup’ on Fridays, join the show to talk about the ESPN-DraftKings near partnership. Poonam Goyal, Senior Analyst, US Retailing with Bloomberg Intelligence, and Jess Menton, equities reporter with Bloomberg News, talk about signs of a tech s...
Oct 07, 2022•35 min
Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the show to discuss European equities. Amena Bakr, Chief OPEC correspondent with Energy Intelligence, joins the show to discuss Nord Stream sabotage and OPEC production cuts. Scott Levine, analyst with Bloomberg Intelligence, joins the show to talk about Halliburton stock driving the late day push yesterday and outlook for energy in the US. Bloomberg Washington correspondent Joe Mathieu joins as...
Oct 06, 2022•33 min
Erica Adelberg, MBS strategist with Bloomberg Intelligence, discusses the mortgage market, interest rates, and the Fed. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to discuss the stock market, the Fed, and gives his macro outlook. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about the private debt. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Ed Ludlow, west coast corres...
Oct 05, 2022•41 min
Alison Williams, Bloomberg Intelligence Senior Global Banks & Asset Managers Analyst, joins the show to discuss Citic Securities outpacing Goldman Sachs as the top share sale arranger and Credit Suisse’s troubles. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to talk about whether the Fed is going too far with raising rates as well as instability in the UK. Jonathan Webb, CEO at AppHarvest (NASDAQ: APPH), discusses commodity prices, inflati...
Oct 03, 2022•40 min
Alfonso Peccatiello, author and former head of fixed income portfolio management at ING Deutschland, joins the show to discuss markets, investing strategies and global headwinds. Bloomberg's Abigail Doolittle joins the show to break down Nike's outlook. Nick Stadtmiller, Director of Emerging Markets at Medley Global Advisors joins the show to discuss geopolitical unrest and global credit pressures. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, joins the show to discuss the latest ...
Sep 30, 2022•32 min
Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the housing market and give her insights on markets and interest rates. Dave Harden, Founder and President of Summit Global Investments joins the show to discuss investment strategies and markets. Bloomberg Intelligence Senior Analyst Anurag Rara joins to talk about Apple's downgrade and their outlook. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show to give his take on markets. Jay Brys...
Sep 30, 2022•33 min
Vince Cignarella, Global Macro Strategiest with Bloomberg News, joins the show to discuss the latest from the UK and how it's affecting global markets. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management joins to share her insight on investing and to discuss markets. Bloomberg Health Reporter Robert Langreth joins the show to talk about Biogen and Eisai's Alzheimer's research breakthrough. Al Otero, Portfolio Manager at Armada ETF Advisors joins to talk about ETF investing ...
Sep 28, 2022•31 min
Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, joins to discuss yields and market response to central banks. Peter Wang, CEO at Cenntro joins to discuss the electric vehicle market and his company. Stephen Gallo, Head of European FX Strategy at the Bank of Montreal joins to discuss currency fluctuations. Sam Dunlap, CIO at Angel Oak Capital joins to talk about the potential for a soft landing in the housing market. Bloomberg Intelligence Senior Analyst Matthew Palazola...
Sep 27, 2022•31 min
AJ Oden, Senior Investment Strategist at BNY Mellon Investor Solutions, discusses investment strategies for 2022 into the next year. Nakul Duggal, Senior VP and General Manager of Automotives at Qualcomm Technologies, joins the show to discuss supply chain, chips, auto manufacturing, and outlook for the sectors. Ed Ludlow, west coast correspondent with Bloomberg News, joins the show to talk about the trial of Nikola founder Trevor Milton, which he is covering in New York. Leo Kelly, founder, CEO...
Sep 23, 2022•33 min
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to break down the Fed’s interest rate hike, the US economy, inflation, and the outlook for a recession. Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and global uncertainty. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss the recent Fed rate hike. Amanda Rebello, Head of Passive Sales, US Onshor...
Sep 22, 2022•41 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discuss interest rates and the September FOMC meetings. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss the Fed, inflation, and outlook for a recession. Rich Freuhauf, Chief Strategy and Sustainability Officer at US Steel (NYSE: X), joins the show to talk about his company, the supply chain, and outlook for production in 2022. David Welch, Detroit Bureau Chief with B...
Sep 20, 2022•32 min
William Huston, CIO at Bay Street Capital Holdings, joins the show to discuss markets and investing outlook. Markus Schomer, Managing Director and Chief Economist at Pinebridge Investments, joins the show to talk about the outlook for the economy in the US and economies around the globe, and previews this week's FOMC meetings. Leigh-Ann Gerrans, radio anchor and producer for Bloomberg News in London, joins the show to discuss the funeral of Queen Elizabeth II. Katie Greifeld, cross asset reporte...
Sep 19, 2022•34 min
Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head of autos and industry coverage for Bloomberg News in Europe, joins the show to talk about the Porsche PO and Ferrari’s new “SUV” that’s not an SUV. Tony Hatch, consultant with ABH consulting, discusses the railroad strike and the state of labor in transportation/rails in the US. Lee Klaskow, Senior...
Sep 16, 2022•33 min
Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, gives his market outlook after difficult August inflation data. Francis Oh, Qraft Technologies APAC CE, joins the show to talk about quant investing and advancing asset management through the use of artificial intelligence. Kevin Tynan, Analyst with Bloomberg Intelligence, and...
Sep 15, 2022•39 min
Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show in studio to discuss his company’s outlook, cloud technology, and business investment amid varying economic pressures. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction t...
Sep 14, 2022•31 min
Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins the show to parse through higher than expected inflation data. Shawn Cruz, Senior Manager, Trader Services and Client Advocacy at TD Ameritrade joins to talk about the TD IMX findings markets, investing and economy. Bloomberg Law's Rebecca Rainey joins with an update on the potential US rail workers strike. Brent Donnelly, president at Spectra Markets joins to discuss currency and the Fed. Ellis Phifer, Managing Director o...
Sep 13, 2022•45 min
Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss her outlook on the Fed with CPI data due this week. David Dietze, managing principal and Senior Portfolio Strategist at Gladstone Bank joins to discuss how markets might react to new inflation data. Jeff Sloan, CEO of Global Payments joins to talk aboout the fintech sector and his outlook. Bloomberg equities reporter Jess Menton joins to talk about her latest piece on inflation for Talking St...
Sep 12, 2022•33 min
Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio manager at Winthrop Capital Management joins to give his investment outlook for the rest of this year. Ted Oakley, founder and managing partner at Oxbow Advisors joins to discuss his investment strategies amid the current market volatility. Eric Kazatsky, Senior Municipal Strategist with Bloomberg Intel...
Sep 09, 2022•26 min
