Bloomberg Intelligence

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 quantitative solutions, joins the program to discuss the firm’s latest data as it comes to predicting the global and US economic outlook. Angela Seidler, VP of Investor Relations at Aurubis, joins the program to discuss commodities outlook with China’s rapid reopening, market in Germany amid CPI data today, and US commodities market. Hosted by Paul Sweeney and Matt Miller.

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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, joins the program to break down Goldman Investor Day, where she is on site. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to talk Apple trying to move away from China, Adobe-Figma, and other tech headlines. Hosted by Paul Sweeney and Matt Miller.

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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 Metropolitan Chicago, joins the program to discuss the ETF and equality in investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to preview Goldman Investor Day. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Paul Sweeney and Matt Miller.

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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 this year. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and her ETF management. Bloomberg cross asset reporter Katie Greifeld also joins. Jennifer Rie, Senior Litigation Analyst – Antitrust with Bloomberg Intelligence, discusses the DOJ trying to block the Adobe-Figma deal. Hosted by Paul Sweeney and Matt Miller.

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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. Andy Callahan, CEO of Hostess Foods (NASDAQ: TWNK), joins the program to discuss his company’s performance and outlook amid consumer tightening and inflation. Hosted by Paul Sweeney and Matt Miller.

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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 discuss his recent Opinion piece on Elon Musk and Tesla. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, discusses the media rights battle for WWE. Hosted by Paul Sweeney and Matt Miller.

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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, joins the program to discuss her US and global economic outlook and outlook for inflation. Hosted by Paul Sweeney and Matt Miller.

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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 the latest on crypto regulation, Bitcoin moves, and the outlook for crypto regulation. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the program to discuss Deere earnings and outlook for industrials. Hosted by Paul Sweeney and Matt Miller.

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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. Mark Hoplamazian, CEO at Hyatt Hotels (NYSE: H), joins Bloomberg News on earnings day to discuss the company, recent performance and pandemic bounce back, and outlook for travel and lodging in the US. Hosted by Paul Sweeney and Matt Miller.

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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 market amid various economic headwinds. Dryden Pence, CIO at Pence Wealth Management, joins the show to talk about some stocks and sectors he likes amid economic headwinds and market uncertainty. Mike Halen, Senior Restaurants Analyst with Bloomberg Intelligence, joins the program to discuss a potential Subway sale and the outlook for restaurants. Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins the program to talk about the outlook for equities amid hawkish Fed speak, inflation around the globe and in the US, and how markets are pricing in today’s retail sales data. Hosted by Paul Sweeney and Matt Miller.

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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 the show to discuss her company, equal leadership, ESG investing, and how she works closely with the Bloomberg Gender Equality Index. Geetu Sharma, founder and investment manager at AlphasFuture LLC, joins the program to talk about individual stocks she likes and outlook for the markets. Hosted by Paul Sweeney and Matt Miller.

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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 Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal and the recent yield curve inversion. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to talk about recent ESG bans and the winners and losers of the ESG battle. Donna Borak, Senior Reporter with Bloomberg Industry Group, joins the show to discuss her Big Take story on NYC’s struggling financial position amid work-from-home. Hosted by Paul Sweeney and Matt Miller.

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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 markets like China and inflation in the US. Ward Bortz, ETF Portfolio Manager at Angel Oak, joins the program to discuss ETF outlook for the year and how it’s performing against the broader market. Jack Farchy, Senior reporter of energy and commodities with Bloomberg News, joins the show to discuss his story about commodity trader Trafigura Group facing huge losses via nickel fraud. Hosted by Matt Miller and Kriti Gupta.

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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 Egger, Senior Gaming & Lodging Analyst with Bloomberg Intelligence, join in an earnings roundtable on consumer goods and travel. Jen can discuss Kellogg while Brian can discuss Hilton. Matt Smith, Investment Director at the investment firm Ruffer, joins the program to discuss sectors he likes in 2023 in an uncertain market. Hosted by Matt Miller and Kriti Gupta.

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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 Industry Analyst with Bloomberg Intelligence, joins the program to break down CVS earnings and discuss their acquisition of Oak Street Health. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. Hosted by Kriti Gupta and John Tucker.

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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 former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, how it affects US-China relations, and the latest on the Ukraine war. AJ Ahmady, Harvard Senior Fellow and head of corporate financing at Atomic, joins the program to discuss corporate finance and fintech. Hosted by Matt Miller and Kriti Gupta.

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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 Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and his outlook for energy and equities. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Matt Miller and Kriti Gupta.

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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 about hiring in the US. Laura Modi, CEO and founder of baby formula company Bobbie, joins the program to discuss the baby formula crisis in the US, globally, and outlook for her company and the changes needed for the industry. Hosted by Paul Sweeney and Matt Miller.

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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 findings in quants and outlook for investing in 2023. Carl Riccadonna, Chief US Economist with BNP Paribas, joins us in studio to talk about the US economy and Fed’s rate hike path ahead and with Bloomberg's Katie Greifeld and Jess Menton. Ben Emons, Senior Portfolio Manager and Head of Fixed Income at NewEdge Wealth, joins the program to discuss the latest FOMC meeting. Hosted by Paul Sweeney and Matt Miller.

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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, partner at Sciens Water, joins the program to talk about his firm addressing the funding gap in US water infrastructure and outlook for private equity. Hosted by Paul Sweeney and Matt Miller. 

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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 latest breakdown in crypto and also discusses commodities and metals. Hosted by Paul Sweeney and Matt Miller.

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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 about markets, valuations, and makes sector picks while giving his outlook for 2023. Keith Naughton, Bloomberg auto reporter joins to talk about the EV market and Ford's decision to slash the price of its Mustang Mach-E. Hosted by Paul Sweeney and Matt Miller.

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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 managed a rocky 2022, and outlook in 2023 amid economic uncertainty. Sonali Basak, Wall Street reporter with Bloomberg News, joins the program to discuss David Solomon’s salary cut and other Wall Street news. Hosted by Paul Sweeney and Matt Miller.

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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, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to discuss sectors and stocks he likes as markets price in recent eco data. Hosted by Paul Sweeney and Matt Miller.

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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 Bloomberg Intelligence, discusses Boeing earnings. He can also discuss/preview other defense earnings for companies like Lockheed Martin and Raytheon. Ben Cook, manager of the Hennessy Energy Transition Fund and Hennessy Midstream Fund, talks about energy stocks, the energy outlook for 2023, and oil and natural gas prices. Hosted by Paul Sweeney and Kriti Gupta.

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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 of deflation, and private credit. Chieh Huang, CEO of BOXED (NASDAQ: BOXD), joins the show to discuss managing his company amid inflation, cuts to tech, and why he anticipates a strong year in 2023 for BOXED. Hosted by Paul Sweeney and Matt Miller.

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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 recent tech layoffs. Kyle Brown, CIO at Trinity Capital (NASDAQ: TRIN), joins the show to discuss his firm, investing, and economic outlook for 2023. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Today’s episode focuses on gasoline demand decreases and its long-term effect on gas prices and fossil fuel usage. Hosted by Paul Sweeney and Matt Miller.

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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 discuss global economies and emerging markets. Sonali Basak, Wall Street reporter with Bloomberg News and Elliott Stein, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to discuss the Federal Reserve probing Goldman Sach’s consumer business. Hosted by Matt Miller and Kriti Gupta.

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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 preview Netflix earnings. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the program to discuss the outlook for India. Hosted by Matt Miller and Kriti Gupta.

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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 overseas. Shaheen Contractor, Senior ESG Analyst with Bloomberg Intelligence, joins the program to discuss her research on gender diversity on corporate boards and how it affects returns for US and European investors. She also discusses ESG ETF asset growth and its risks. Dana Telsey, CEO and Chief Research Officer with Telsey Advisory Group, joins the show to talk about the latest retail sales and outlook for consumers in 2023. Hosted by Matt Miller and Kriti Gupta.

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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 Intelligence, joins to break down bank earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rates, the economy, and the Bank of Japan. Hosted by Matt Miller and Kriti Gupta.

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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 of Qraft Technologies, and Sean O’Hara, president of Pacer ETFs, join for an in-studio roundtable to discuss value investing and why it could succeed in a potential down market in 2023. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Hosted by Paul Sweeney and Matt Miller.

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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, managing director and senior entertainment analyst at Needham & Co. LLC, joins the show to discuss her picks for media and telecom companies that she sees performing well in 2023 after a down 2022 year. Sam Burns, founder and chief strategist at Mill Street Research, joins the program to discuss the stock market, inflation, and gives his outlook for a recession in 2023. Hosted by Paul Sweeney and Matt Miller.

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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 Intelligence, joins the show to discuss the FAA system outage and how it’s affecting airline stocks and the industry. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023. Michael Dean, Senior Analyst of European Autos with Bloomberg Intelligence, joins the show to discuss the latest on the Euro car space. Hosted by Paul Sweeney and Matt Miller.

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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 investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.

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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 2023. Peter Bethlenfalvy, the Minister of Finance from Ontario, joins the show in studio for a discussion on public financing in Canada, trade with America and other countries, and gives his economic outlook for Canada, the US, and the globe in 2023. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, joins the program in studio to discuss the Fed’s rate hike path and other Fed notes. Priya Misra, Managing Director and Head of Global Rates Strategy at TD Securities, also joins to talk about the Fed. Hosted by Paul Sweeney and Matt Miller.

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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, discusses Vince McMahon’s attempted return to WWE and wrestling/sports media viewership. Ben Emons, Head of Fixed Income for NewEdge Wealth, joins the show in studio to break down the jobs numbers and the state of the economy. 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 a recession outlook for the US. Hosted by Paul Sweeney and Matt Miller.

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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 Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” and Katie Greifeld, Bloomberg News cross asset reporter, join the program to talk SBF and crypto, meme stocks, Fed Minutes, and other market and econ topics. Bloomberg Business correspondent Lisa Mateo discusses investments in Latino businesses in America. Hosted by Paul Sweeney and Matt Miller.

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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 about the latest ISM findings. Anurag Rana, Senior Technology Analyst with Bloomberg Intelligence, joins the show to discuss Apple losing its $2 trillion market valuation, the latest on Microsoft Office, and Salesforce staff cuts. Mark Neuman, CIO at Constrained Capital, joins the show to discuss investing strategies and considering stocks excluded from ESG investing. Hosted by Paul Sweeney and Matt Miller.

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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 analyst with Bloomberg Intelligence, joins to talk about potential policy proposals on deck for a divided Congress that’s being welcome in today, including legislation related to crypto, marijuana, and other economic-related laws. Bob Minter, director of ETF investment strategy at abrdn, joins the program to discuss ETFs and outlook in 2023. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, discusses equities and sectors she expects to outperform in 2023. Hosted by Paul Sweeney and Matt Miller.

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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.

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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 Paul Sweeney and Caroline Hyde.

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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 Paul Sweeney and Caroline Hyde. 

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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 reopening and markets. Charles De Boissezon, Head Equity Strategist at Societe Generale joins the show to discuss his outlook for trading heading into 2023. Hosts are Paul Sweeney and Caroline Hyde.

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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 his market and economic outlook. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management joins the show to discuss his sector and stock picks, and gives his outlook of the equity market. Rob Thummel, portfolio manager at Tortoise, joins the show to discuss the energy market, energy prices, and outlook for 2023. Zayn Kaylan, CEO and director at Infinity Stone Corp joins the program to discuss electric vehicle battery production, lithium development, and the lithium supply chain. Hosted by Matt Miller and Paul Sweeney.

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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 trading surge that preceded the latest CPI and how it’s kept secret before being put out. Danny Rice, CEO of Rice Acquisition Corp. II (NYSE: RONI), joins the show to discuss SPACs, investing in energy companies, and supply-side decarbonization solutions. Admiral James Stavridis, Bloomberg Opinion columnist, joins us to discuss the war in Ukraine, Zelenskiy’s DC visit, and the geopolitical landscape heading into 2023. Hosted by Paul Sweeney and Matt Miller. 

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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 logistics with Bloomberg Intelligence, joins to talk about FedEx. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to talk about outlook for the equity and bond markets. Zeno Mercer, research analyst with ROBO Global, discusses outlook for the tech sector and artificial intelligence and its intersections with the auto industry. Hosted by Paul Sweeney and Kriti Gupta.

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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 across the world. Nick Hayek Jr., CEO at Swatch Group, joins us to discuss his business, retail outlook, and business strategy. Quincy Krosby, Chief Global Strategist for LPL Financial, and Ben Emons, head of fixed income for NewEdge Wealth, join the show in studio to talk markets and outlook for the economy. Lee Klaskow, with Bloomberg Intelligence, joins the program to discuss his 2023 freight outlook. Hosted by Paul Sweeney and Kriti Gupta.

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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 President Biden restores the oil reserves. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Cam Crise, Macro Strategist with Bloomberg News, joins us for a markets roundtable on how equities will close 2022 and outlook for 2023. Liz McCormick, Chief Correspondent with Bloomberg, joins the show to talk about the bond market and corporate debt. Hosted by Paul Sweeney and Kriti Gupta.

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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 the latest retail sales and outlook for consumers in 2023. Hosted by Paul Sweeney and Kriti Gupta.

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