JP Morgan Chase CEO Jamie Dimon sits down for an exclusive interview with Bloomberg's Ed Hammond. They speak at the 2023 JP Morgan Global High Yield & Leveraged Finance Conference in Miami Beach, Florida. See omnystudio.com/listener for privacy information.
Mar 06, 2023•16 min
Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss the housing market, mortgage rates, and outlook for home buying. Sylvia Jablonkski, CIO at Defiance, joins the show in-studio for a discussion on ETF flows and stocks. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the program to discuss everything autos earnings, including ChargePoint, Rivian, and Tesla. Eric Kazatsky, Senior Municipal Strategist with Bloomberg Intelligence, and Chris ...
Mar 03, 2023•42 min
Dan Ives, Senior Equity Analyst with Bloomberg Intelligence, joins the program after he attended Tesla Investor Day and has the latest on what we learned and what we didn’t learn from the event. Juan Andrade, CEO of Everest (NYSE: RE), joins the program to talk insurance and industry trends. Greg Ebel, CEO at Enbridge Energy (NYSE: ENB), joins the program to discuss energy prices, industry trends, and outlook for energy in the US. Bloomberg Intelligence Senior Analyst Alison Williams covering ba...
Mar 02, 2023•40 min
Erik Schatzker, editor-at-large with Bloomberg TV, discusses Bridgewater’s major revamp post-Ray Dalio. Andrea Auerbach, head of private investments at Cambridge Associates, joins the program to discuss the risks of private credit and outlook for it in 2023. Sonali Basak sits down with Coinbase CEO Brian Armstrong to discuss the company and the crypto industry. Leland Miller, CEO of China Beige Book, joins the program to discuss the latest PMI data China’s Rebound. George Patterson, CIO, PGIM qu...
Mar 01, 2023•55 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, Treasuries, and dollar strength. Pat Gallagher, CEO of Gallagher Insurance, joins the program to discuss the insurance industry and outlook in 2023. Dan O’Brien, President of Americas at HTC, joins the show from the Mobile World Conference in Barcelona to discuss the Metaverse, competition, and outlook for VR. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, jo...
Feb 28, 2023•44 min
Sam Fazeli, Head of Euro Research and Pharma Analyst for Bloomberg Intelligence, joins the program to discuss Pfizer’s potential acquisition of Seagan. Tony Hatch, consultant and analyst with ABH Consulting, joins the program to discuss the latest on the Ohio Trail Derailment, issues with trains in the US, the government response, and risks for other incidents. Jill O’Donovan, advisor to Impact Shares YWCA Women’s Empowerment ETF (NYSE: WOMN), and former Chief Innovation Officer at YWCA Metropol...
Feb 27, 2023•42 min
One year since Russia’s invasion, Bloomberg TV’s Maria Tadeo joins from Kyiv to discuss what’s happening on the ground, her interview with Kyiv’s mayor, Europe’s view on the conflict, and outlook. Kevin Brand, Defense Policy Analyst with Bloomberg Intelligence, also joins to discuss US defense policy and the China-Russia relationship. Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management, joins the program to discuss sectors he likes and outlook for the markets th...
Feb 24, 2023•49 min
Matt Luzzetti, Chief US Economist at Deutsche Bank, shares his views on the economy and breaks down the recent Fed Minutes. Doug Baker, portfolio manager and head of Preferred Securities Sector Team at Nuveen, joins the program in studio to discuss his market outlook and sectors he likes in 2023. Bloomberg anchor Caroline Hepker outlines the lack of gender diversity in fund management. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. A...
Feb 23, 2023•43 min
Gene Seroka, Executive Director of the Port of LA, joins the show to discuss the latest on deliveries, shipments, and supply chain bottlenecks. Aoifinn Devitt, CIO at Moneta, joins the program to discuss her outlook for the economy and sectors she likes in 2023. Hessam Nadji, CEO of Marcus & Millichap, joins the program in studio to discuss office occupancy, commercial real estate, and mortgage rates. Matt Winkler, Editor-in-Chief emeritus with Bloomberg Intelligence, joins the program to di...
Feb 22, 2023•46 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasuries, TIPS, and the Fed. Drew Reading, Research Analyst with Bloomberg Intelligence, joins the show to break down Home Depot earnings and outlook for the retail giant. Amanda Rebello, head of passive sales, US Onshore at DWS Group, joins the program to discuss the firm’s ETF offerings and her outlook for markets and the economy. Sevin Yeltekin, dean of Simon Business School at the University of Rochester, j...
Feb 21, 2023•36 min
Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the program to discuss recent Tesla news and AutoNation earnings. Omar Aguilar, CEO and CIO at Schwab Asset Management, joins the program to discuss sectors he likes and outlook for markets and the economy. Daragh Murphy, founder and CEO at IMPRINT, joins the program to discuss his company, Fintech, and outlook. Bloomberg cross asset reporter Katie Greifeld and Bloomberg Intelligence Senior Macro Strategist Mike McGlone give th...
Feb 17, 2023•44 min
George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses Lockheed, Raytheon, and China. Kyle Balkissoon, Hennessy Funds ESG Large Cap ETF co-portfolio manager, joins the program, to discuss ESG skepticism and ETF investing strategies. Kara Murphy, CIO at Kestra Investment Management, joins the program to discuss markets and investing. Bloomberg Wall Street reporter and Bloomberg Intelligence analyst Alison Williams discuss Bank of America job cuts. M...
Feb 16, 2023•48 min
Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Airbnb earnings, tech layoffs, and other tech companies that are well-positioned for the future and others that aren’t. 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 ...
Feb 15, 2023•46 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI, Treasuries, and the Fed. David Welch, Bloomberg News Detroit Bureau Chief, discusses his Big Take story on car prices hitting a record high and Ford cutting jobs due to EV costs. Nathan Dean, Senior Policy Analyst, US and Latin America for Bloomberg Intelligence, joins the program to discuss the latest on crypto legislation. Aniela Unguresan, founder of EDGE Certified Foundation and economist by trade, joins...
Feb 14, 2023•43 min
Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the US shooting objects out of the sky, and outlook for US-China relations. Mark Douglas, CEO of MNTN, joins the program in studio to discuss Super Bowl ads after the big game, which companies won, and which missed out. Campbell Harvey, Finance Professor at Duke University at co-author of DeFi & the...
Feb 13, 2023•43 min
Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins the show to discuss the Fed’s rate hike path and global economic activity. Hans Dau, CEO at Mitchell Madison Group, joins the program to discuss the recent eco data coming out of China, outlook for its economy, and outlook for emerging marke...
Feb 10, 2023•42 min
Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, joins not discuss labor in the US, weekly jobless claims, and outlook for jobs. Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses the outlook for markets amid yield curve inversion and further rate hikes. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Brian E...
Feb 09, 2023•44 min
Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent Portfolio Family of Funds, joins the program to discuss sectors he likes and gives his market outlook. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell’s comments from Tuesday and the Fed’s rate hike path. Jonathan Palmer, Senior I...
Feb 08, 2023•39 min
Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, discuss the latest on Credit Suisse. Mick Mulroy, co-founder of the Lobo Institute and for...
Feb 07, 2023•44 min
Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Andrew Marok, VP of Equity Research at Raymond James, joins us to talk about Activision earnings, Microsoft’s acquisition, and gaming outlook. Jay Hatfield, CEO at Infrastructure C...
Feb 06, 2023•40 min
Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins, CEO at Appian (NASDAQ: APPN), joins the show to talk about the tech selloff, his company’s performance amid inflation and other economic pressures, and outlook for his company and hiring in the tech space this year. Tom Gimbel, CEO and founder of the LaSalle Network, joins via phone to talk ab...
Feb 03, 2023•22 min
Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global recession in 2023. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to talk about the Federal Reserve, rate hikes, and the outlook for a hard landing and recession in the US. Huw Roberts, Head of Analytics at Quant Insights, joins the show to talk about his fi...
Feb 02, 2023•41 min
Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and author of Putin's World: Russia Against the West and With the Rest, joins the show to talk about the outlook for the war in Ukraine and geopolitical tensions. George Catrambone, COO and Head of Americas Trading at DWS Group, joins the program to talk about stocks and investing. Alexander Loucopoulos, ...
Feb 01, 2023•34 min
Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and sectors she likes amid varying economic headwinds. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2023. Everett Millman, Chief Markets Analyst at Gainesville Coins, joins the show to talk about the ...
Jan 31, 2023•29 min
Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Financial (NASDAQ: LPLA), joins the show to discuss markets and sectors she likes as economic pressures continue. Ted Oakley, founder and managing partner at Oxbow Advisors, joins to discuss sectors he thinks can outperform the market in 2023. Lyle Himebaugh, Partner at Granite Group Advisors, talks a...
Jan 30, 2023•40 min
Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. James Clift, Founder of Durable, joins the program to discuss his company and why the ChatGPT “end of the world” talk may be a bit overblown. Don Steinbrugge, founder and CEO at Agecroft Partners, joins the program to discuss hedge funds, how they ma...
Jan 27, 2023•40 min
Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the Fed’s rate hike path, and outlook for the economy. Craig Trudell, Global Automotive Editor for Bloomberg News, joins the program to discuss Toyota’s CEO change. Yelena Shulyatyeva, Senior US Economist with BNP Paribas, joins us in studio to discuss US GDP and outlook for the US economy. David Kudla...
Jan 26, 2023•47 min
John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, joins the show to discuss the outlook for equities in 2023 and start to the year for markets. George Ferguson, Senior Industry Analyst with Bloomb...
Jan 25, 2023•42 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk o...
Jan 24, 2023•43 min
Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Leonard Livschitz, CEO at Grid Dynamics (NASDAQ: GDYN), joins the show to discuss digital engineering and outlook for the company. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the latest Salesforce news and re...
Jan 23, 2023•48 min