CPI, Cruises, Industrials, ETFs, and Cannabis
Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric’s deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.
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Quick Summary
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Deep Knowledge Extract
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Knowledge Blocks
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Health Tips
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Business Ideas
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Action Items
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Resources Mentioned
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Risks and Caveats
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Quick Summary
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Deep Summary
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Topic Map
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Deep Knowledge Extract
Output: Big ideas, Methods and protocols, Resources
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Knowledge Blocks
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Health Tips
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Business Ideas
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Economics & Markets
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