Bloomberg Intelligence

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, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. George Patterson, CIO for PGIM Quantitative Solutions joins the program to discuss his quant analysis and outlook for the economy and markets. Larry Tabb, Head of Market Structure Research with Bloomberg Intelligence, joins the program to discuss the new SEC plan for Wall Street trading. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” also joins to discuss markets and investing. Hosted by Paul Sweeney and Kriti Gupta.

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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 Intelligence, joins the show to discuss his 2023 US Defense Contracting outlook and space news. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the show to discuss his most recent column on abortion and the economy. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, and Jay Hatfield, CEO at Infrastructure Capital Management, join the program in studio to discuss energy prices in the US after CPI, outlook for the energy market amid the Ukraine, the nuclear fusion breakthrough, and outlook for energy markets in 2023. Anthony Coniglio, CEO of cannabis REIT NewLake Capital Partners, joins us in studio to talk about outlook for marijuana as NYC nears opening pot shops and legislation continues to be developed for the industry. Hosted by Paul Sweeney and Matt Miller.

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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 with Bloomberg News, and Barry Ritholtz, host of Bloomberg's "Masters in Business," join to discuss the FTX testimony on Capitol Hill. Hosted by Paul Sweeney and Matt Miller.

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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 Investment Officer at Verdence, joins us to talk about sectors she likes heading into 2023. Steve Koenig, SMBC Nikko software analyst, joins the show to talk about latest developments in the software space and recent company performances. 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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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 nCino, joins the show to talk about fintech and his company’s performance amid varying economic headwinds. John Fish, CEO of Suffolk Construction and Chair of the Real Estate Roundtable, talks about the latest developments in housing, including costs, mortgage interest rates, and construction supply. Hosted by Paul Sweeney and Matt Miller.

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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 & 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. Tom Orlik, Chief Economist with Bloomberg Economics, gives us an update on China, COVID easing, its property sector, and outlook going into 2023. Hosted by Paul Sweeney and Sonali Basak.

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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. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, also joins to discuss banks and their economic outlooks. Prometheus Biosciences CEO Mark McKenna joins to talk about his company’s massive stock surge today. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, and Mark Gurman, Tech Reporter with Bloomberg News, join the show to discuss software and tech. Hosted by Paul Sweeney and Matt Miller.

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Gene Seroka, CEO at the Port of LA, joins us in studio to discuss the latest developments on the supply chain. Build America Mutual CEO Sean McCarthy joins us on site to discuss BAM’s services and outlook for the municipal bond market. Bloomberg News Wall Street reporter Eric Kazatsky, Senior US Municipal Strategist with Bloomberg Intelligence, and Chris Brigati, Managing Director and Senior VP of Municipal Investments with Valley National Bank, join us on site for a roundtable on the municipal bond market and investments to look for in 2023. Glenn McGowan, co-head of municipal underwriting at RBC Capital Markets, and Kevin Danckwerth, head of municipal trading at Citi, discuss the outlook for cities, municipalities, and the muni bond market heading into 2023. Jennie Huang Bennett, Chief Financial officer for the City of Chicago, joins us on site to discuss financing a major economic hub like Chicago and plans for the city’s financial management post-pandemic. Hosted by Paul Sweeney and Matt Miller. 

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Kevin Tynan, with Bloomberg Intelligence, and Elisabeth Behrmann, with Bloomberg News, join the show to discuss 2022 outlook for US automakers and overseas carmakers. Ben Emons, Head of Fixed Income/Macro Strategy at NewEdge Wealth, joins the show to discuss the Fed, inflation, and outlook for 2023. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg intelligence, discusses Saudi Arabia’s Credit Suisse bid. Matt Winkler, Editor-in-Chief emeritus with Bloomberg News, joins the show to talk about his Bloomberg Opinion piece on why he agrees with President Biden questioning oil companies for share buybacks. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about today’s show. Today, the podcast is talking about the Georgia runoff election. Hosted by Paul Sweeney and Matt Miller.

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Sri Natarajan, Senior Reporter with Bloomberg News, discusses warning signs on Wall Street about a slowing economy. Marion Halftermeyer, finance reporter with Bloomberg News, discusses the latest on Credit Suisse and how BN’s interview with Chairman Axel Lehmann moved markets this morning. Alison Williams, Senior Global Banks/Asset Managers Analyst with Bloomberg Intelligence also joins to talk Credit Suisse and outlook for the bank. Zeke Faux, Investigative Reporter with Bloomberg News and Bloomberg Businessweek, joins the show to discuss FTX and Sam Bankman-Fried. 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. Tom Gimbel, CEO at LaSalle Network, joins the show to talk about hiring in the US on jobs day. Hosted by Paul Sweeney and Matt Miller.

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Nissan CEO Makoto Uchida joins the show to talk about his company and outlook for electric vehicle production. Bloomberg Intelligence Tech Analysts Anurag Rana and Mandeep Singh join us for an in-studio roundtable to discuss Big Tech leadership, specifically Salesforce, Twitter, and Apple. Annie Massa, investing reporter with Bloomberg News, joins us in studio to discuss what we’ve learned from Sam Bankman-Fried’s public comments on FTX, what may come next, and what the criminal implications are. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses Sam Bankman-Fried and crypto. Jennifer Lotito, Chief Operating Officer at Red, discusses Word AIDS Day and how money has been raised and benefited causes to defeat AIDS over the past 30 years. Charles Meyers, CEO at Equinix (NASDAQ: EQIX), joins the show to discuss digital infrastructure and how it’s operating amid varying economic headwinds in tech. Hosted by Paul Sweeney and Matt Miller.

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Machelle Baker Sanders, North Carolina Secretary of Commerce, and Mike Fox, President and CEO of Piedmont Triad Partnership, join the show in studio to discuss the state’s recent manufacturing and semiconductor investment. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Royal Bank of Canada acquiring HSBC’s Canadian unit. Matt Miller and Guy Johnson interview Lamborghini CEO, Stephan Winkelmann. Retired US Navy Admiral and Bloomberg Opinion columnist James Stavridis on the next phase of the Ukraine War and the geopolitical fallout of China protests. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the show to discuss outlook for Apple amid protests in China and performance of other tech companies with exposure to China as well as Workday earnings. Hosted by Paul Sweeney and Matt Miller.

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Ira Jersey, Chief Rates Strategist for Bloomberg Intelligence, discusses interest rates and the Fed. Hans Dau, CEO of Mitchell Madison Group, joins the show to discuss protests in China and the political implications of Xi Jinping’s COVID policy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, discusses the potential rail strike in the US and how supply chains could be affected by COVID protests in China. Bloomberg News political director Jodi Schneider Wilkins also joins to discuss the Biden administration’s perspective on both issues. Bloomberg Intelligence Analyst Rob Schiffman talks about Amazon’s five-part bond sale. Vivek Ramaswamy, co-founder and executive chairman at Strive Asset Management, joins the show to discuss outlook for the crypto industry and what’s next for FTX. Angela Williams, CEO at Common Denominator, joins the show to talk about education, Common Denominator, and the environment for non-profits amid varying economic headwinds entering the holiday season. Marianne Scordel with Bougeville Consulting joins Angela in-studio to talk about the role finance and Wall Street is playing in this charity and creating better education and career pipelines for Wall Street and other finance professionals. Hosted by Paul Sweeney and Matt Miller.

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Leland Miller, CEO at China Beige Book, discusses the political and global economic implications of protests in China. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join the show to discuss China’s impact on markets and iPhone production. Kevin Carter, CIO of EMQQ Global and EM equity expert, joins the show to talk about China and India, other emerging markets, and ETF flows. Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, with Bloomberg Intelligence, join the show to talk about the global energy market and how China’s protests could affect crude, corn, copper, and other commodities. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg Intelligence, joins the show to talk about Beyond Meat’s stock move this morning and gives an update on how businesses are faring on Black Friday and Cyber Monday. Hosted by Paul Sweeney and Matt Miller.

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Lyle Himebaugh, co-founder at Granite Group Advisors, joins the show to discuss his money management strategies as the year closes amid varying economic headwinds. Elissa Sangster, CEO at Forte Foundation, joins the show to discuss women’s enrollment in MBA programs. Bloomberg Intelligence Senior E-Commerce Analyst Poonam Goyal joins to discuss Black Friday shoppers and retail strength. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, discusses this week’s Fed Minutes, what she expects at the next FOMC meeting and outlook for interest rate hikes. Hosted by Paul Sweeney and Carol Massar. 

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Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the latest on Credit Suisse. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to discuss the stock market and various economic data due out today ahead of the holiday. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss the latest on FTX and crypto. Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss market conditions, outlook for the economy, and some of his latest research. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the show to breakdown Deere earnings. Hosted by Paul Sweeney and Matt Miller.

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Huw Worthington, European Rates Strategist with Bloomberg Intelligence, discusses European and UK rates. Stephen Kramer, CEO at Bright Horizons (NYSE: BFAM), joins the show to talk about his company and childcare/education in the US. Jonathan Tyce, with Bloomberg Intelligence, discusses the deal between AllianceBernstein and SocGen. Scott Levine, Senior Energy and Industrial Analyst at Bloomberg Intelligence, joins the show to discuss gas prices and oil outlook in the US for the winter. Tom Mantione, Managing Director at UBS Private Wealth Management, joins the show to talk about sectors he likes and outlook for markets. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, talks about her time in Egypt covering COP27 and some of the gains and misses from the conference. Hosted by Paul Sweeney and Matt Miller.

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Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the show to talk about outlook for Disney+. And Sonali Basak, Bloomberg Wall Street reporter, discusses Trian, Disney, and Bob Iger. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, joins the show to discuss the latest turmoil at Twitter. Mark Douglas, CEO at MNTN, joins to discuss the outlook for Disney+ and advertising revenue stream. Michael Nathanson, founding partner and Senior Research Analyst at MoffettNathanson, join the show to break down Bob Iger taking over as Disney’s CEO and what it means for Disney + and the company. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss Riot Blockchain and Coinbase stocks dropping today. 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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Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to discuss markets and outlook for the year. Jennifer Lee, Managing Director with BMO Capital Markets, talks about the outlook for economies in Europe and central bank activity globally. Erica Adelberg, with Bloomberg Intelligence, discusses yesterday’s big mortgage interest rate drop, mortgage applications, and outlook for the housing market. Simone Foxman, Correspondent with Bloomberg TV, joins us from Qatar to discuss the latest on the World Cup and her column on Qatar’s various controversies and how it built the most expensive World Cup ever. We’ll also bring in Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the tournament. Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the Tournament. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the show to talk about some retailers on the move this morning following earnings reports, the week in retail earnings, and outlook for retail ahead of Black Friday a week from today. Vijay Manthripragada, CEO at Montrose (NYSE: MEG), joins the show to talk about energy policy and what’s being discussed at week two of COP27. Hosted by Paul Sweeney and Matt Miller.

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Dan Ives, Senior Equity Analyst at Wedbush Securities, and Bloomberg Senior Tech Analyst Mandeep Singh, join us for an in-studio roundtable to break down the latest news in Twitter, chips, and all other news in Big Tech. Annie Massa, cross asset reporter with Bloomberg Intelligence, joins the show to talk about the latest on crypto and FTX. Lindsay Dutch, Retail and Industrial REIT/Consumer Hardlines Equity Research Analyst with Bloomberg Intelligence, talks about Bath and Body Works huge stock move after reporting earnings and other consumer staples as holiday shopping kicks off. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, joins the show to discuss the latest developments out of Ukraine. Harley Finkelstein, President at Shopify (NASDAQ: SHOP), joins the show to talk about his company and the strength of the consumer. Hosted by Paul Sweeney and Kriti Gupta.

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Maria Tadeo, Europe reporter with Bloomberg News, discusses the latest on the war in Ukraine and how European leaders are responding. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to discuss how commodities are being influenced by the war in Ukraine. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses the global energy market and how it could be reshaped by the war in Ukraine. David Friedberg, CEO of the Production Board, joins the show to discuss the latest on COP27 and discussions surrounding food insecurity and how conflict impacts global hunger. Anjee Solanki with Colliers, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss October retail sales and Target earnings. 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 latest on the war in Ukraine. Hosted by Paul Sweeney and Matt Miller.

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the TIPS market and inflation. Sri Natarajan, Senior Reporter with Bloomberg News, joins the show to talk about his story on Goldman Sachs paying out over $12 million to bury a partner’s sexism claim. Jen Bartashus, Senior Equity Research Analyst at Bloomberg Intelligence, joins us to break down Walmart earnings. Former NY Giants quarterback and partner with investment firm Brand Velocity Group Eli Manning, along with Brand Velocity Founding and Managing Partner Steve Lebowitz, join the show to talk about Brand Velocity’s goals as well as changing landscape for sports consumption, steaming, and sports betting. Chiente Hsu, CEO and co-founder of ALEX – Automated Liquidity Exchange, joins the show to discuss Sam Bankman-Fried and the latest on FTX’s collapse. Bryan Fairbanks, CEO at TREX (NYSE: TREX), joins the show to discuss manufacturing, rails, and housing and construction demand. Hosted by Paul Sweeney and Matt Miller.

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Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, join for an in-studio roundtable to talk FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Sean O’Hara, President at Pacer ETFs, joins the show to discuss ETF investing and strategies he likes for the rest of 2022. Noel Archard, Global Head of ETFs at AllianceBernstein, joins the show to discuss ETF investing and market conditions and what they portend for ETFs in 2022. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the show to talk about Rivian and Tesla stock moving in the premarket. Marianne Scordel, founder at Bougeville Consulting, joins the show to discuss Paris overtaking the UK as the largest stock exchange in Europe. Hosted by Paul Sweeney and Matt Miller.

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Bloomberg News strategist Cameron Crise and reporter Katie Greifeld break down University of Michigan sentiment survey. Joe Meyer, founder and CEO at Meyer Capital, and Jay Hatfield, CEO with Infrastructure Capital Management, join the show for a roundtable to break down the week in news in markets. They also provide makes sector and stock picks and talk the outlook for investing and energy. David Katz, President and CIO of Matrix Asset Advisors, talks about investment strategies and stocks he likes in 2022. Bloomberg wall street reporter Sonali Basak and Bloomberg tech reporter Ed Ludlow wrap an historic week in crypto and Twitter. Hosted by Matt Miller and Kriti Gupta.

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Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, discuss FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Christian Chan, Chief Investment Officer at AssetMark, joins the show to talk about how the market is pricing in the October CPI reading and if we’ve reached a bottom. Hessam Nadji, CEO of Marcus & Millichap, talks about his company’s Q3 performance, the real estate sector and rising mortgage interest rates. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins the show to discuss DWS launching the listing of three new dividend, value and growth ETFs and investing strategies following today’s CPI. Anna Wong, Chief US Economist with Bloomberg News, joins the show to discuss the CPI data and the chances of a recession. James Rasteh, Founding Partner at Coast Capital, LLC, joins the show to discuss activist investing. Hosted by Paul Sweeney and Matt Miller.

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Joanna Ossinger and Katie Greifeld, both cross asset reporters with Bloomberg News, and Nic Carter, Founding Partner at Castle Island Ventures, join the show to discuss the fallout from the Sam Bankman-Fried/FTX collapse. Nathan Dean, US Policy Analyst with Bloomberg Intelligence, gives us the latest on the US midterms. Mike Halen, Senior Restaurant analyst with Bloomberg Intelligence, discusses the state of the food and restaurant business. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, break down Disney and Meta stocks. Sonali Basak, Wall Street reporter with Bloomberg News, and Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discuss the Wall Street reaction to Sam Bankman-Fried and what it means for crypto going forward. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, discusses her recent pieces on the risks of gauging climate ambitions and ESG-related climate initiatives amid COP27 in Egypt. Hosted by Paul Sweeney and Matt Miller.

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Julie Norman, co-director of the UCL center on US politics at University of College London, joins us to talk about the geopolitical consequences of the 2022 midterms. Rob Barnett, Senior Analyst with Bloomberg Intelligence, joins the show to talk about his research on COP27 and what’s being discussed at the climate conference. MMandeep Singh, Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst with WedBush Securities, join us to talk about Uber and Lyft post-earnings and other tech stories. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss his recent Opinion column on President Joe Biden’s economic report card. Liam Denning, Opinion columnist with Bloomberg, joins the show to talk about his column on $5 gas affecting midterms. Columnist John Authers joins as well to discuss market reaction to the midterms Hosted by Paul Sweeney and Katie Greifeld.

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Cam Crise, macro strategist with Bloomberg News, joins the show to discuss equity outlook amid economic data coming out later this week as well as Midterms. Huw Roberts, Head of Analytics at Quant Insights, talks about quants and outlook for investing. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Sadek Wahba, member of the president’s national infrastructure advisory council and founder of I-Squared Capital, joins the show from COP27 to discusses what he’s seen so far at COP27, environmental initiatives taken, and the need to “greenify” infrastructure projects. Mandeep Singh and Anurag Rana, technology analysts with Bloomberg Intelligence, discuss tech turmoil with Meta, Twitter, and Apple. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s show and today’s Big Take piece on how seized Russian yachts are costing taxpayers millions of dollars. Hosted by Paul Sweeney and Katie Greifeld.

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John Gulnac, VP at Adecco, joins the show to talk about the October Jobs report. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, joins the show to discuss his recent Opinion piece on the political landscape in Ohio. Democratic Connecticut governor Ned Lamont joins the show to talk about his campaign and the national landscape for Democrats ahead of the midterm elections. Ed Ludlow, Bloomberg News reporter, gives us the latest update on Twitter and the immediate changes Elon musk is looking to make. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins the show to talk October Jobs and the state of the labor market. Hosted by Kriti Gupta and Nathan Hager.

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Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the potential dangers rate hikes pose to the economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Ed Ludlow, reporter with Bloomberg News, discuss Twitter development and all things tech. Liz McCormick, Chief Global Macro Markets correspondent with Bloomberg News, joins the show to discuss her piece on bonds tumbling and the dollar surging. Damian Sassower, Chief Emerging Markets Strategist with Bloomberg Intelligence, joins the show to discuss the strong dollar and how the Fed’s moves are affecting emerging markets, as well as China’s lockdowns. Hosted by Paul Sweeney, Kriti Gupta, and Nathan Hager.

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Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about stocks and sectors she likes amid economic uncertainty. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins us to discuss his latest tech research and Big Tech earnings. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss CVS earnings and outlook for the company as well as healthcare companies CVS, Walgreens, and WalMart agreeing to a $12 billion opioid pact. 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. Hosted by Paul Sweeney and Kriti Gupta. 

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Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses Pfizer earnings, the pharma industry, and the latest on COVID. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the latest on Credit Suisse and outlook for the firm. Lindsey Piegza, Stifel Chief Economist, joins the program to talk about sectors she sees performing well the rest of 2022 and previews the upcoming FOMC meeting and jobs report. Kip Eideberg Senior VP of Government and Industry Relations for AEM (Association of Equipment Manufacturers), joins the show to discuss how manufacturing workers who he represents feel about the state of manufacturing in the US, globalization, and where their political leanings are with the midterms a week away. Hosted by Paul Sweeney and Kriti Gupta.

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Investing, Energy, China, and SCOTUS (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give him solid returns both in the short- and long-term. Gaurav Patankar, head of alternative investments and manager research at Bloomberg Intelligence, joins us to discuss outlook for university endowment returns. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to discuss oil demand after getting weak manufacturing data out of China and how the energy market is shifting amid a global slowdown. Drew Wilkerson, newly appointed CEO of RXO the truck brokerage spinoff of XPO Logistics, joins the show to discusses XPO’s earnings record, the RXO spinoff, supply chain, and shipping outlook. Leland Miller, CEO at China Beige Book, joins the show to talk about the latest eco data out of China and outlook for the country. Kelsey Butler, Equality Reporter with Bloomberg News, joins the show to talk about today’s Big Take story on and discusses the new Big Take podcast. Hosted by Paul Sweeney and Katie Greifeld.

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Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break down Amazon stock and outlook after a disappointing Q3. Ted Oakley, founder and managing partner at Oxbow Advisors, joins the show to talk about sectors he thinks can outperform the market in 2022. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, consumer spending, and outlook for her company. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to talk about Exxon and Chevron earnings and the global energy market. Felix Gillette, editor with Bloomberg’s “Screentime” and writer with Bloomberg Businessweek, joins the show to discuss his Big Take story on the Netflix-HBO rivalry. Hosted by Paul Sweeney and Katie Greifeld.

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Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and stocks he likes right now. Asutosh Padhi, Managing Partner at McKinsey’s in North America, joins the show to discuss his new book, “The Titanium Economy,” the industrial economy, industrials, manufacturing, and the supply chain. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Big Tech. Mandeep discusses Meta and Intel, as well as the Elon-Twitter deal closing tomorrow. And Anurag talks about Apple and Amazon. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2022. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the show to talk about Catepillar’s earnings report and market move. Hosted by Paul Sweeney and Katie Greifeld.

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Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Microsoft and Alphabet earnings and big tech performances. Jonathan Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to discuss earnings for Deutsche, Barclays, and breaks down other European bank performances. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the show to discuss new home sales, mortgage applications, and other housing-related stories. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the show to discuss markets and sectors she likes as economic pressures continue. 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. George Ferguson, Senior Aerospace/Defense & Airline analyst with Bloomberg Intelligence, joins the show to discuss Boeing earnings and what we’ve learned from airlines this earnings season. Hosted by Paul Sweeney and Katie Greifeld.

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George Bory, Chief Investment Strategist, Fixed Income with AllSpring Global Investments, joins the show to discuss which sectors he sees as performing the strongest amid economic headwinds. Retired US Navy Admiral James Stavridis on Ukraine, Taiwan, and other geopolitical tensions. Sylvia Jablonkski, CIO at Defiance, and Eric Balchunas, Senior ETF analyst with Bloomberg Intelligence, join the show in-studio for a roundtable to discuss ETF flows and stocks. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss UBS, Deutsche bank, bank earnings in the UK, and JPMorgan and Goldman CEOs predicting recession. Matt Levine, Bloomberg Opinion columnist, joins us in studio to discuss his recent crypto piece for Bloomberg Businessweek. Hosted by Paul Sweeney and Katie Greifeld.

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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 California’s economic growth. Hosted by Paul Sweeney and Matt Miller.

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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 analyst with Bloomberg Intelligence, joins the show to discuss Snap and Twitter stocks. Dryden Pence, CIO for Pence Wealth Management, joins the show to talk about some stocks he likes as economic headwinds continue to rock markets. Bloomberg News reporter Ed Ludlow talks about the Apple leadership shake up. Dr. Kang Sun, CEO at Amprius Technologies (NYSE: AMPX), joins the show to talk about his company, battery development, and rising costs in the energy sector. Hosted by Paul Sweeney and Matt Miller.

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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 Northern Ireland relations. Tim Craighead with Bloomberg Intelligence on how this is all affecting UK equities. John Micklethwait, Bloomberg News editor-in-chief, on Truss’ resignation. Mick Mulroy, co-founder of the Lobo Institute, discusses the Ukraine war and geopolitical implications of Liz Truss’ resignation. Hosted by Paul Sweeney and Matt Miller.

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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 Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins the show in-studio to discuss sectors and stocks on the move and sectors that could outperform the market amid various economic headwinds. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, and Carl Riccadonna, Chief US Economist at BNP Paribas, both join the show in studio to discuss the Fed and give their macro outlooks. Hosted by Paul Sweeney and Matt Miller.

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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.

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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 Rolls Royce. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, joins the show to preview big tech earnings next week and discusses his latest tech research. Scott Levine, analyst with Bloomberg Intelligence, and Emily Wilkins, Congressional reporter with Bloomberg Government, joins the show to talk about the Biden admin tapping the oil reserves, what it means for gas prices and oil companies, and the political implications of the move. Steve Lee, Marketing Manager for the Ford 2023 F-Series Super joins to talk about Ford’s latest vehicle, sustainable options for expanding its fleet, and outlook for Ford stock and the company. Hosted by Paul Sweeney and Matt Miller.

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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 Strategist with Bloomberg Intelligence, joins the show to talk about the FTSE buyback surge. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, discusses Roblox stock moves today. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, joins the show to discuss Netflix and Fox Corp and why they’re both moving in the premarket, as well as the latest developments on streaming. Hosted by Paul Sweeney and Matt Miller.

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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 the potential merger between Kroger and Albertsons. She also discusses Beyond Meat’s premarket move. Mari Shor, Senior Equity Analyst at Columbia Threadneedle investments, talks about retail sales, gives her outlook for equity markets and sectors she thinks will perform well in the face of economic headwinds, and previews holiday spending. Hosted by Paul Sweeney and Nathan Hager.

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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, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Walgreens earnings and outlook for the company. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the show to discuss the latest inflation data, previews bank earnings, and discusses what to expect from the economy in Q4. Hosted by Paul Sweeney and Matt Miller.

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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 warn of a wage-price spiral. Gary Shilling, President at A. Gary Shilling & Co. Inc., talks about the Fed and the global economy. Matt Winkler, Bloomberg editor-in-chief emeritus, joins the show to discuss his recent column on Israel’s politics and economy. George Ferguson, Senior Aerospace/Defense and Airlines analyst with Bloomberg Intelligence, joins the show to talk about his recent research on Frontier Airlines, the airline industry, and outlook for upcoming earnings. Ken Shea, Senior Analyst: Beverages, Tobacco/Cannabis with Bloomberg Intelligence, joins the show to talk about Pepsi earnings, Monster Beverages sliding in the premarket, and outlook for food and beverage prices amid economic headwinds. Hosted by Paul Sweeney and Matt Miller.

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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 up. Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to discuss Credit Suisse facing an $8 billion shortfall and gives us a preview of bank earnings this week. Brian Egger, with Bloomberg Intelligence, joins the show to discuss Carnival’s stock dip in the pre-market, outlook for cruises and lodging, and other travel-related issues. Hosted by Paul Sweeney and Matt Miller.

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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 on why it’s so difficult to untangle the US-China tech supply chain. Brendan Murray, Trade Tsar with Bloomberg News, joins Woo Jin Ho to discuss further supply constraint. Mandeep Singh, senior technology analyst with Bloomberg Intelligence, joins the show to discuss Nvidia and other chip stocks struggling as the semiconductor industry has one of its worst years in over a decade. Kevin Tynan, Senior Automotive Analyst with BI, also joins to discuss auto pre-market movers, Ford and Rivian. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, joins the show for a roundtable to discuss the latest on the Ukraine war, and Ros Mathieson, Bloomberg News Executive Editor for International Government, joins the show to talk about the latest tensions between China, Taiwan, and the US. Hosted by Paul Sweeney and Matt Miller.

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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 slowdown with Amazon abandoning its auto delivery robot and chip makers delivering grim outlooks. Jason Wilson, Cannabis Research and Banking Expert with ETF Managers Group, joins to discuss President Biden’s marijuana pardoning, the sector, and his ETF products. Kathy Burton, hedge fund reporter with Bloomberg News, and Tom Maloney, Editor with Bloomberg News, discuss their “Big Take” story on Steve Cohen’s past legal troubles and how has Mets ownership has overshadowed them. Hosted by Paul Sweeney and Matt Miller.

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