Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intelligence Senior Tech Analyst Anurag Rana talks about labor in tech and outlook for big tech companies. Bloomberg Intelligence Senior Analysts Mandeep Singh and Poonam Goyal join to discuss layoffs at Alphabet and Wayfair. Nick Stadtmiller, Head of Product with Medley Global Advisors, joins the show to di...
Jan 20, 2023•39 min
Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO and founder of real estate firm CARROLL, joins the show to discuss outlook for the housing market and current state of real estate. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest news on banks and Davos. Geetha Ranganathan, US Media analyst with Bloomberg Intelligence, joins to pr...
Jan 19, 2023•38 min
Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and Managing Director for NewEdge Wealth, joins the program to discuss the outlook for Japan and global economies following the BOJ decision. Monica Defend, Chief Strategist and Head of Amundi Institute, discusses the struggles various European economies could endure in 2023 and outlook for a recession...
Jan 18, 2023•36 min
Bloomberg Technology Senior Analysts Anurag Rana and Mandeep Singh preview tech earnings and discuss other tech headlines. Chris Violas, CEO at BLAZE, joins the show to talk about the cannabis industry and the cannabis tech his company develops and works on. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelli...
Jan 17, 2023•35 min
Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance ,” joins the show to discuss why his legendary yield curve model may be flashing a false signal . T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana’s stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Francis Oh, APAC CEO o...
Jan 13, 2023•46 min
Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin, man...
Jan 12, 2023•50 min
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the program to discuss sectors she likes as 2023 kicks off and concerns she has for a recession and inflation. Maria Tadeo, European correspondent for Bloomberg Television, joins the program to discuss her conversation with Belgium’s Prime Minister Alexander De Croo and the overall outlook for inflation and recession across European economies. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intel...
Jan 11, 2023•44 min
Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief investme...
Jan 10, 2023•45 min
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg News Wall Street reporter Sonali Basak join to discuss Goldman Sachs’ job cuts and preview big bank earnings. Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss the companies they selected in Bloomberg Businessweek’s “50 Companies to Watch” piece. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2...
Jan 09, 2023•46 min
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program for a tech roundtable. Pasquale Romano, CEO of ChargePoint (NYSE: CHPT), joins the program to discuss his company, electric cars, and outlook for the technology. Mick Mulroy, Marine and co-founder of the Lobo Institute, discusses the latest on the war in Ukraine and Vladimir Putin’s proposed ceasefire. Gerry Smith, media reporter with Bloomberg News, discuss...
Jan 06, 2023•46 min
Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, Off-Price retail with Bloomberg Intelligence, joins the program to discuss Amazon layoffs and outlook for the company and the retail sector. John Edwards III, team leader, US Consumer/Retail/Luxury, joins to talk about Bed, Bath, and Beyond’s grim future. Martin Fischer, Board Member at ZF Group, and Bloomberg Technology host Ed Ludlow join to discuss ZF Group, auto tech updates, and what’s happening on the ground in Las Vegas. Natalie Tre...
Jan 05, 2023•47 min
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Kevin Tynan, Bloomberg Intelligence Senior Auto Analyst, join the program to talk Tesla, Twitter, and Elon Musk. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg intelligence, joins to discuss the outlook for banks and asset managers in 2023 ahead of earnings next year and coming off some December reprieve. Tim Fiore, the Chairman of the Institute for Supply Management (ISM) Business Survey, talks a...
Jan 04, 2023•43 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Book, discusses the latest data findings coming out of China and outlook for the country as 2023 kicks off. Per Norlen, CEO at Evaxion Biotech (NASDAQ: EVAX), discusses today’s stock surge (as high as 43%) after getting FDA approval on its mid-stage cancer drug trial. Nathan Dean, Senior US policy anal...
Jan 03, 2023•52 min
Joe Gilbert, Portfolio Manager with Integrity Asset Management, joins to talk markets and outlook for 2023. Bloomberg reporter Laura Davison discusses what we’ve learned about Donald Trump’s taxes after they were released Friday. Joshua Young, Chief Investment Officer with Bison Interests, talks about the 2023 outlook for energy. Aoifinn Devitt, Chief Investment Officer at Moneta, gives her market outlook for 2023. Hosted by Paul Sweeney and Caroline Hyde. See omnystudio.com/listener for privacy...
Dec 30, 2022•30 min
Callie Cox, Investment Analyst at Etoro, discusses markets and investing. Ken Shea, Senior Analyst with Bloomberg Intelligence, joins to talk about the business of cannabis with the legalization of marijuana in New York. Whitney Beatty, Founder of Josephine & Billie's Cannabis Speakeasy, discusses the legalization of marijuana in New York. Larry Cuculic, President and CEO at Best Western, on upcoming travel. Dean Turner, UK Economist with UBS, talks about markets and the economy. Hosted by P...
Dec 29, 2022•30 min
Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder of Bokeh Capital Partners LLC, talks about markets and investing. Toby Rice, president and CEO of EQT Corp, discusses energy supply and gas prices. Jens Eisenschmidt, Chief European Economist and Managing Director at Morgan Stanley, discusses markets and outlook for Euro economies. Hosted by ...
Dec 28, 2022•37 min
Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert Falck, founder and CEO of Einride, a Swedish transport company, joins the show to talk about the state of supply chains and how Einride is innovating freight mobility using electric and self-driving vehicles. Carsten Brzeski, ING Chief Economist joins the program to discuss the impact of China's reo...
Dec 27, 2022•30 min
Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence joins the program to discuss the funding bill in Congress and crypto legislation. Joe Mathieu, host of Bloomberg's "Sound On", talks Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to discuss investing for the ultra-wealthy and gives hi...
Dec 23, 2022•34 min
Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outlook for the economy and equities. David Katz, with Matrix Asset Advisors, also joins to discuss equities and gives his market outlook. Bloomberg host Tom Keene discusses the passing of Scott Minerd. Reade Pickert, US economy reporter and editor with Bloomberg News, joins the show to discuss the tradin...
Dec 22, 2022•48 min
Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tamila Tasheva, permanent representative of the President of Ukraine in the Autonomous Republic of Crimea, joins us from Kyiv and gives us an update on the war in Ukraine on the ground and talks about President Zelenskiy visiting Washington DC. Lee Klaskow, Senior analyst of freight transport and logis...
Dec 21, 2022•40 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence join us for an extended roundtable to discuss the Bank of Japan move. Bloomberg host Kathleen Hays joins us to discuss the Bank of Japan move. Rosa Whitaker, President and CEO of the Whitaker Group & the first ever assistant US trade rep for Africa (appointed by Bill Clinton), joins the program to discuss Africa’s leader summit, climate goals in the New Year, and role African nations are playing in geopolitical tensions...
Dec 20, 2022•55 min
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. John Cotterell, CEO at Endava (NYSE: DAVA), joins the program to discuss his company’s performance amid varying economic headwinds, the difficulties tech has faced, and outlook for his company. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil and the global energy market as China sharply reopens and Preside...
Dec 19, 2022•43 min
Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. Chris Campbell, Chief Strategist at Kroll, joins the show to discuss recent inflation data and the FOMC meeting. Steven Rossi, CEO at Worksport (NASDAQ: WKSP), joins the show to talk about hydrogen energy and the automotive industry. Dana Telsey, Chief Research Officer with Telsey Advisory Group, joins the show to talk about ...
Dec 16, 2022•42 min
Vince Cignarella, global macro strategist with Bloomberg News, and Jennifer Lee, Managing Director and Senior Economist with BMO Capital Markets, join to discuss the Fed and inflation and other central bank activity in Europe and Asia. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins us in studio to talk markets, investing, and the economy in 2022. Ira Jersey, Chief US Interest Rates strategist with Bloomberg Intelligence, also joins to discuss the Fed. Jason Greenblath, Senio...
Dec 15, 2022•47 min
Neil Grossman, former CIO at TKNG Capital, and Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the show for an extended roundtable to discuss the Fed’s moves over the past year, outlook for inflation, and the FOMC meeting today. Priya Misra, Global Head of Rates Strategy and Managing Director with TD Securities, joins the conversation to talk about the year for the Fed and outlook. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Inte...
Dec 14, 2022•56 min
FTX Testimony and Moderna's New Drug (Podcast)Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst, US and Latin America with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, join the show to discuss outlook for crypto coins and crypto policy in DC ahead of the testimony of FTX's new CEO. Moderna CEO Stephane Bancel discusses the company's skin cancer drug breakthrough. Annie Massa, cross asset reporter...
Dec 13, 2022•36 min
Jyotsna Krishnan, Managing Partner at Elevar Equity, joins the show to discuss her outlook for India’s economy and why there’s bullish sentiment in its growth development. Jon Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to talk about European banks and outlook for financing in the UK. Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, joins the show to preview the FOMC meeting and discuss outlook for the year. Megan Horneman, Chief Invest...
Dec 12, 2022•34 min
Rob Barnett, Senior Analyst – Team Lead EMEA Energy Research with Bloomberg Intelligence, joins the show to discuss BI’s solar energy and overall energy outlooks for 2023. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins us to discuss the outlook for the US and global economies in 2022. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, investing, and his outlook for the economy. Pierre Naude, CEO at nC...
Dec 09, 2022•34 min
Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins the show to discuss last night’s Georgia runoff, outlook for Donald Trump and the GOP, and potential crypto legislation. Tim Lyne, CEO of Antares Capital, talks about private credit. Poonam Goyal, Senior Analyst: US Retailing with Bloomberg Intelligence, discuss Rent the Runway’s big premarket move, recent earnings, and overall consumer outlook this holiday season and heading into 2023. Robert Teeter, Head of Investment Policy...
Dec 08, 2022•32 min
Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market trends as well as how AssetMark is supporting/growing financial advisors. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the marijuana industry and how his company is navigating current economic conditions. Sonali Basak, Wall Street reporter with Bloomberg News, joins the show to discuss her interviews with Brian Moynihan and David Solomon, Wall Street’s economic outlook for 2023, and Morgan Stanley layoffs. Ali...
Dec 07, 2022•38 min
