Search this show’s transcripts

Bloomberg Intelligence

en us
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Episodes

Page 27 · 50 per page
Published 2022-07-20

Markets, Streaming, And Crypto (Podcast)

27 min Transcript
View

Luca Paolini, Chief Strategist at Pictet Asset Management, talks about investment strategies in the second half of the year. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. Mark Douglas, CEO at MNTN, talks about Netflix subscriber losses and other streaming-related topics. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses Bitcoin and crypto’s plunge. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-19

Markets, Tech, And Air Travel (Radio)

33 min Transcript
View

Steve Wyett, Chief Investment Strategist at BOK Financial, talks about markets and investing in 2022. Ivana Delevska, founder and CIO at SPEAR Invest, talks about tech stocks, including those reporting earnings this week like IBM and Netflix, and industrial tech investing. Liz McCormick, Chief Correspondent of Global Macro Markets for Bloomberg News, talks about yield curve inversions, the bond market, and Euro bonds reacting to the ECB likely raising interest rates. Ted Smith co-founder and president of Union Square Advisors, talks about tech volatility, M&A deals in tech, and trends in deal making. Max Levchin, CEO at Affirm, joins the show to discuss his company and consumer sentiment. Hosted by Paul Sweeney, Matt Miller, Kriti Gupta, and Sonali Basak.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-18

Markets, ESG, And The Global Economic Outlook (Podcast)

25 min Transcript
View

Sonali Basak, Bloomberg Wall Street reporter, discusses her Big Take story on global economic risks and bank earnings. Sameer Samana, Senior Global Market Strategist at Wells Fargo, talks about investing strategies amid various market pressures. Shaheen Contractor, Bloomberg Intelligence analyst on ESG and ETFs, joins us in studio to discuss ESG assets and outlook for 2022 and beyond. Per Regnarsson, CEO at ClimateRock, talks about going public and the sustainable energy industry. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-15

Markets, Cars, And Ice Cream (Radio)

28 min Transcript
View

Loreen Gilbert, founder and CEO at Wealthwise, talks about markets, investing, and consumer sentiment. Shameek Konar, CEO of the Pilot Company, joins the show to talk about gas prices, energy, and the company’s partnership with GM on EV charging stations. Kevin Tyan, Senior Automotive Analyst with Bloomberg Intelligence, discusses the latest news in cars, including chips, the supply chain, and electric vehicles. Kim Peddle Rguem, CEO of Dreyer's Grand Ice Cream, talks about supply chain challenges and other economic pressures the company has faced like inflation. Hosted by Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-14

Markets, Electric Vehicles, and REITs (Podcast)

26 min Transcript
View

Erin Browne, Managing Director and Portfolio Manager at PIMCO, discusses macro strategy and investing in 2022. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, discusses investing strategies in the second half of the trading year. Travis Hester, VP of EV Growth Operations at General Motors, talks about the new coast-to-coast EV charging network and the latest EV developments from the company. David Auerbach, Managing Director at Armada ETF Advisors, discusses finding trading opportunities in residential REIT stocks. Hosted by Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-13

June CPI, ETFs, Oil, And Crypto (Podcast)

31 min Transcript
View

Sean O’Hara, President of Pacer ETFs, discusses the award-winning COWZ ETF and ETF investing amid inflation and rising interest rates. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, oil, and Delta earnings. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, discusses his latest column on CPI data and evidence of decelerating inflation. Vinh Vuong, Chairman and CEO at Garrison Fathom, talks about crypto regulation, blockchain technology, and the outlook for Bitcoin and crypto. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. Hosted by Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-12

Housing, Markets, The UK, And Elon Musk (Podcast)

25 min Transcript
View

Erica Adelberg, MBS strategist for Bloomberg Intelligence, discusses MBS and mortgage rates. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investing. Ed Price, Senior Fellow at NYU and former British trade official, joins the show to talk about Britain’s economy and the concern once summer ends and we head into the winter months. Bloomberg’s Greg Jarrett interviews lawyer Joe Cotchett on Elon Musk and Twitter. Hosted by Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-11

Markets, Commodities, And Twitter (Podcast)

25 min Transcript
View

Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Darwei Kung, Head of Commodities and Portfolio Manager at DWS Group, talks about oil, gas, and commodity prices. Alex Webb, QuickTake anchor with Bloomberg News, discusses Elon Musk and Twitter. Burt White, Chief Strategy Officer at The Carson Group, discusses inflation and markets. Hosted by Matt Miller and Lisa Abramowicz.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-08

Jobs Day, Markets, And Shinzo Abe (Podcast)

35 min Transcript
View

Jay Bryson, Wells Fargo Chief Economist, talks about the economy and markets in 2022. Andrew Monahan, Asia Credit Managing Editor at Bloomberg News, and Ben Emons, Medley Global Advisors Managing Director, discuss the assassination of former Japanese Prime Minister Shinzo Abe and its economic implications. David Katz, President and CIO of Matrix Asset Advisors, talks about the markets and investment strategies in 2022. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about labor in the US and the June jobs report. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-07

Boris Johnson, The Yen, And The Fed (Podcast)

28 min Transcript
View

John Authers, senior editor with Bloomberg Opinion, joins us to talk about the resignation of Boris Johnson. Masa Takeda, portfolio manager, Hennessy Japan Fund, discusses the Bank of Japan, the economic implications of Sunday’s Japanese election, and the yen. Ed Ludlow, west coast correspondent for Bloomberg News, updates us from Sun Valley, Idaho about all things business and tech. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses yesterday’s Fed minutes, interest rates, and the possibility of stagflation and a recession in the US. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-06

Sun Valley, Regulations, And Markets (Podcast)

33 min Transcript
View

Sonali Basak, Wall Street reporter with Bloomberg News, joins us from Idaho to report on the Sun Valley Conference this year. Raj Rajaratnam, author and former manager of the hedge fund Galleon Group, discusses markets, stocks, and his justice reform mission. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent piece on Boston mayor Michelle Wu. Phil Toews, CEO at Toews Asset Management, discusses behavioral investing and having much of his firm’s assets in cash. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-05

Markets, US Economy, And The Supply Chain (Podcast)

28 min Transcript
View

Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co., a New Jersey consultancy, and Bloomberg Opinion columnist, discusses the US economy and the outlook for a recession. Reade Pickert, US economy reporter and editor with Bloomberg News, discusses the economic outlook for the second half of the year. Rayne Guest, CEO at ARROWCLEAN, discusses the supply chain and how her business tries to disrupt the cleaning and disinfectant market in a sustainable way. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-07-01

Markets, ETFs, Travel, And Top Gun (Podcast)

23 min Transcript
View

Ross Mayfield, Chief Investment Strategist at Baird Private Wealth Management, talks about markets and investing strategies. Katie Greifeld, cross asset reporter with Bloomberg News, discusses her recent piece on the ETF boom being fueled by the existential crisis in bonds. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022 and ahead of July 4th weekend. Mark Douglas, CEO of MNTN, talks about Top Gun’s big box office earnings and streaming. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-30

Markets, SCOTUS, Crypto, And Real Estate (Podcast)

22 min Transcript
View

Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses markets and the economy as interest rates rise and inflation persists. June Grasso, host of “Bloomberg Law,” discusses the latest Supreme Court rulings on the last day of its term. Everett Millman, Chief Markets Analyst at Gainesville Coins, discusses crypto, Bitcoin, and the outlook for inflation and markets. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market, rising mortgage interest rates, and construction. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-29

Jay Powell, January 6, Real Estate, And Markets (Podcast)

29 min Transcript
View

Steve Matthews, US Economy reporter for Bloomberg News, discusses Jay Powell and other central bank leaders speaking at the Sintra panel in Portugal. Tim O’Brien, Senior Columnist with Bloomberg Opinion, discusses the January 6th hearings and his recent column on President Trump. Lisa Knee, Partner and National Tax leader for real estate practice at Eisner Advisory Group, discusses commercial real estate in a rising interest rate environment. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-28

Energy, Electric Vehicles, And The Economy (Podcast)

29 min Transcript
View

Liz Young, Head of Investment Strategy at SoFi, joins the show to talk energy and investing in risk assets. Josh Aviv, CEO of Sparkcharge, discusses charging stations for electric vehicles and the EV market. Matt Miller and Guy Johnson interview Polestar CEO Thomas Ingenlath after the company merges with a SPAC to go public. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Barry Ritholtz, host of “Masters in Business,” discuss the Fed balance sheet and what’s driving inflation. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-27

Bonds, Markets, And ETFs (Podcast)

29 min Transcript
View

Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses the MLIV pulse survey on how much more the Fed will tighten and the predicament facing bond traders. Dr. Brian Jacobsen, Senior Investment Strategist with Allspring Global Investments, discusses investment strategies in 2022. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent Opinion piece on Atlanta’s strong economy. Andrew Chanin, CEO of ProcureAM, discusses his company’s FEMA ETF and why it’s well-timed as hurricane season approaches. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-23

Jay Powell, Pride, And Public Companies (Podcast)

27 min Transcript
View

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. June Grasso, host of “Bloomberg Law” on Bloomberg Radio, discusses the Supreme Court striking down New York’s restrictive gun law. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Fed Chair Jay Powell’s testimonies to the House and Senate and the possibility of a recession this year. Edward Moreno, Labor and Employment Reporter for Bloomberg Law, discusses the pressure companies face in advocating for inclusion during Pride Month. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-21

Markets, Women's Health, And The Supply Chain (Podcast)

33 min Transcript
View

Mike Mullaney, Director of Global Markets Research for Boston Partners, discusses investment strategies and gives his market outlook for 2022. Rhonda Vonshay Sharpe, founder and President at the Women’s Institute for Science, Equity, and Race, discusses her recent Bloomberg Opinion piece on increasing the presence of black economists. Jennifer Bartashus, Senior Equity Research Analyst with Bloomberg Intelligence, discusses Kellogg splitting into three companies and what it means for the food industry. Nina Deka, Senior Research Analyst with ROBO Global, discusses investments in women's health in 2022. Chieh Huang, co-founder and CEO at BOXED (NYSE: BOXD), discusses combating his company and combating economic pressures in 2022. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-17

Markets, Juneteenth, And Turks & Caicos (Podcast)

24 min Transcript
View

Mahmood Noorani, founder of Quant Insights, talks about rising interest rates and the economy in 2022. Kim Crowder, CEO at Kim Crowder Consulting, talks about how companies and retailers can avoid missing the mark when it comes to honoring Juneteenth. Lyle Himebaugh, Partner at Granite Group Advisors, talks about markets, inflation, and the economy in 2022. Bloomberg producer Eric Mollo details the real estate market in Turks & Caicos. Hosted by Matt Miller and Sonali Basak.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-16

Rising Rates, China, and Markets (Podcast)

27 min Transcript
View

Neil Grossman, TKNG Capital, joins the show in studio to talk about the Fed and why he believes they should be much more aggressive in combating inflation. Brent Donnelly, president at Spectra Markets, discusses Fed policy, the dollar, what will break this cycle of tightening FCI.  Anthony Sassine, Senior Strategist at Krane Funds Advisors, discusses China and emerging markets. Robin Vince, President and CEO-elect of BNY Mellon, joins the show to talk about his new role, his plans for BNY Mellon, and the outlook for the economy in 2022. Hosted by Paul Sweeney and Matt Miller.  

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-15

Fed Day, Markets, And Crypto (Radio)

26 min Transcript
View

Vince Cignarella, Global Macro Squawk with Bloomberg News, discusses market volatility and what rising interest rates will do to the economy in 2022. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, discusses retail sales and the second day of the FOMC meeting beginning. Katie Greifeld, cross-asset reporter with Bloomberg News, discusses crypto and Bitcoin’s drop as a part of our weekly crypto segment. Matt Forester, Managing Director and Chief Investment Officer for BNY Mellon’s Lockwood Advisors, talks about his bank and market pressures. Hosted by Paul Sweeney and Matt Miller. 

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-14

The Fed, Markets, Oil, And Baby Formula (Podcast)

27 min Transcript
View

Michael Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the FOMC meeting this week. Frank Sorrentino, Chairman and CEO of ConnectOne Bank (NASDAQ: CNOB), talks about the strength of the consumer and businesses amid inflation and rising interest rates. Julia Fanzeres, Oils Futures reporter with Bloomberg News, talks about rising oil prices and President Biden visiting the Saudis, likely to discuss oil. Laura Modi, CEO and founder of Bobbie – female-founded infant formula company, talks about the shortage of baby formula in the US, the supply chain, and the challenges her business is facing. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-13

Markets, Ukraine, And Crypto (Podcast)

27 min Transcript
View

Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Chris Campbell, Chief Strategist at Kroll, joins the show to talk about the recent inflation data and the upcoming FOMC meeting. Jack Devine, former acting CIA director of operations, former head of CIA’s Afghan Task Force, and Founding Partner and President of the Arkin Group, talks about the China-Taiwan tensions and national security threats from China and Russia amid the Ukraine-Russian war. Nic Carter, Founding Partner at Castle Island Ventures, talks about Bitcoin’s fall and the long-term outlook for crypto. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-10

Inflation, Supply Chain, And Wall Street (Podcast)

24 min Transcript
View

Ed Price, Senior Fellow at NYU and former British trade official, joins us in studio to talk about policy makers’ response to European inflation, the ECB, and Boris Johnson. Nishita Henry, Chief Innovation Officer at Deloitte Consulting, discusses the current manufacturing and supply chain challenges businesses face and Deloitte’s new Smart Factory in Wichita, Kansas. Anna Wong, Chief US Economist with Bloomberg News, discusses the latest CPI data. Sonali Basak, Wall Street reporter with Bloomberg News, joins us to discuss her conversation with Goldman Sachs CEO David Solomon about the macro environment and how Wall Street is reacting to the recent inflation data. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-09

ESG, TMT, Equality, And Polestar (Podcast)

27 min Transcript
View

Yasmin Dahya Bilger, Engine No. 1 head of ETFs, discusses ESG investing and investment strategies in 2022. Phil Toews, CEO at Toews Asset Management, discusses defensive investing amid rising interest rates and inflation. Matt Bloxham, Bloomberg Intelligence Senior Analyst, talks about TMT. Jay Bryson, Chief Economist at Wells Fargo, talks about the economic influence of the LGBTQ+ community. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-08

ETFs, CPI, Housing, And Crypto (Podcast)

26 min Transcript
View

Tim Johnston, Partner at Blue Horizon, talks about ETF investing and the Blue Horizon BNE ETF, listed on the NYSE: BNE. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Bloomberg’s recent analysis that says calls for peak inflation may be premature and gives her outlook for Fridays’ CPI data. Taimur Hyat, COO at PGIM, discusses why his firm is bearish on crypto. He also discusses fixed income and investment strategies in 2022. Kenneth Leon, CFRA Research Director, discusses the real estate market and rising mortgage interest rates. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-07

Markets, The Fed, Currency, And Healthcare (Podcast)

25 min Transcript
View

Abhay Deshpande, Founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets, investing, and gives his 2022 economic outlook. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Vince Cignarella, Global Macro Squawk with Bloomberg News, and stocks editor Kriti Gupta, discuss foreign exchange, investing, and markets. Kevin Ali, CEO at Organon (NYSE: ORG), talks about the women’s healthcare market and innovations in women’s health. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-06

0606FullPodcast

24 min Transcript
View

Ros Mathieson, Executive Editor for International Government, joins us in studio to discuss the latest on Europe, including the war in Ukraine and Boris Johnson confidence vote. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Gil Shwed, CEO at Check Point, discusses cybersecurity and ransomware as well as being the longest-standing CEO in NASDAQ history. Rania Sedhom, Managing Partner of the Sedhom Law Group, discusses her recent commentary on Elon Musk’s declaration Tesla employees should work from the office and the legal issues that arise with remote work. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-03

Jobs Day, Markets, And Hiring (Podcast)

28 min Transcript
View

Julia Pollak, Chief Economist with ZipRecruiter, talks about the May jobs report and the economy in 2022. David Dietze, Managing Principal and Senior Portfolio Strategist of Peapack Private Wealth Management, the wealth management division of Peapack-Gladstone Bank, discusses markets, investing, and the economy. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Nicole Sahin, author and founder of Globalization Partners, talks about international expansion and global hiring on jobs day. Hosted by Paul Sweeney and Katie Greifeld.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-02

EVs, Meta, Metal, And Supply Chain (Podcast)

26 min Transcript
View

Kumar Galhotra, President of Ford Blue, Ford’s internal-combustion business, joins us from the Ohio Assembly Plant in Avon Lake, Ohio to discuss the latest on the company’s employment, production initiatives, and electric vehicle plans. Emily Chang, host of Bloomberg Technology, discusses Meta COO Sheryl Sandberg leaving the company after 14 years. Brian Kinsella, Senior VP of Product Management at Manhattan Associates, discusses the supply chain and tech. Mary Ellen Iskenderian, President and CEO at Women's World Banking, talks about women working in finance and growing women in the workforce in America and developing nations. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-06-01

The Fed, Markets, And Cybersecurity (Podcast)

24 min Transcript
View

Steve Matthews, US Economy with Bloomberg News, discusses the Fed shrinking its balance sheet today, the release of Beige Book, and Janet Yellen saying the administration got inflation wrong. Jess Menton, equities reporter with Bloomberg News, discusses the S&P starting June where it began in May and volatility in the markets. David Katz, President and CIO of Matrix Asset Advisors, talks about the markets and where you should put your money in 2022. Fran Rosch, CEO of ForgeRock (NYSE: FORG), discusses his company's performance and software development. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-31

Markets, Fintech, And ETFs (Podcast)

20 min Transcript
View

Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses where the market is going amid a dimming economic outlook. Vidya Peters, COO at Marqeta (NASDAQ: MQ), discusses fintech and how consumers are paying for items. Katie Greifeld, cross-asset reporter with Bloomberg News, discusses ETF investing and emerging market ETFs. Alfonso Peccatiello, author of The Macro Compass and formerly of ING, discusses markets and the economy in 2022. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-26

Markets, Broadcom, Crypto, And Freelance Work (Podcast)

26 min Transcript
View

Scott Ladner, Chief Investment Officer at Horizon Investments, discusses market volatility and gives his investment outlook for 2022. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss the Broadcom-VMware deal. Denelle Dixon, CEO and executive director of the Stellar Development Foundation, discusses the crypto market and what’s next for Bitcoin and other coins. Micha Kaufman, CEO and founder of Fiverr, discusses using its e-commerce platform to connect businesses with freelancers and the state of labor in the US and globally. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-25

Credit Suisse, Markets, Lobster, And Housing (Podcast)

28 min Transcript
View

Bloomberg News finance reporter Marion Halftermeyer discusses her “Big Take” story on Credit Suisse’s Russia ties. Kevin Nicholson, Global Fixed Income CIO from Riverfront Investment Group, talks about the market, economy, and inflation in 2022. Mark Murrell, founder and CEO at Get Maine Lobster, talks about the supply chain, shipping, “Lobsterflation,” and business outlook as the summer months approach. Hessam Nadji, CEO of Marcus & Millichap, talks about the real estate sector and rising mortgage interest rates. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-24

Markets, Snap, Credit, And Motorcycle Sharing (Podcast)

25 min Transcript
View

Jim Lowell, CIO at Adviser Investments, talks about markets, investing, and the economy in 2022. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Snap, the NASDAQ, and other stories in Big Tech. Guillermo Cornejo, co-founder and CEO of Riders Share, discusses his company, the “AirBnb of Motorcycles,” and the health of that business. Jason Greenblath, Senior Portoflio Manager at American Century Investments, talks about credit and investing. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-23

ETFs, Markets, And Broadcom (Podcast)

26 min Transcript
View

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses ETFs, inflation, investment strategies, and outlook for a recession in the US. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about markets, inflation, and the economy amid global uncertainty. Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses volatile markets and the S&P touching bear territory Friday. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss the Broadcom-VMware potential deal. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-19

Markets, Melvin Capital, And Satellites (Podcast)

21 min Transcript
View

Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses volatile markets and the economy. Sonali Basak, Bloomberg News Wall Street reporter, discusses Melvin Capital and what's next for hedge funds. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about market volatility and the economy in 2022. Peter Platzer, CEO of Spire, talks about satellite tech and his company. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge

Dr. Jan Groen, Economic Research Advisor at the Federal Reserve Bank of NY, discusses THE launch of the NY Fed’S  Global Supply Chain Pressure Index (GSCPI). Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, discusses retail sales and the consumer, the economy, and central bank activity in the US. Barry Metzger, Head of Trading and Education at Charles Schwab, discusses trader sentiment and inflation outlook. Brent Donnelly, President at Spectra Markets, discusses the dollar and stagflation. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-17

Markets, Oil, And Retail (Podcast)

25 min Transcript
View

Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses the markets and the economy in 2022. Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses the Saudi Aramco IPO, WTI prices, and oil. Arun Sundaram, Senior Equity Research Analyst at CFRA, discusses Walmart earnings and what they say about consumers and the economy. Anjee Solanki, National Director of Retail, US at Colliers, talks about retail sales and consumers in 2022. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-16

The Supply Chain, China, And JetBlue (Podcast)

25 min Transcript
View

RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the markets and economy in 2022 and risks for investors. Gene Seroka, Executive Director of Port of LA, has the latest on the supply chain and backups in ports throughout the pandemic. Shehzad Qazi, Managing Director at China Beige Book International, discusses China’s economic contraction amid its COVID zero policy. Mary Schlagenstein, Airline Reporter for Bloomberg News, discusses the latest on JetBlue’s bid for Spirit Airlines. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-13

Markets, Twitter, Labor, And Baby Formula (Podcast)

26 min Transcript
View

Tal Reback, Director at KKR Capital Markets, discusses the economy and markets in 2022. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, and Bloomberg News correspondent Ed Ludlow discuss the latest on Elon Musk and his Twitter takeover bid and what it means for Tesla. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), discusses his company’s performance in Q1 and the labor market in the US. Laura Modi, CEO and founder of Bobbie, a female-founded infant formula company, talks about the shortage of baby formula in the US, the supply chain, and the challenges her business is facing. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-12

Markets, Cannabis, And Rivian (Podcast)

26 min Transcript
View

Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation. Kim Rivers, CEO at Trulieve, discusses the state of the cannabis industry in the United States. Ed Ludlow, Bloomberg News West Coast correspondent, discusses Rivian keeping its sales goal in place despite supply and production concerns. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-11

Inflation, Markets, And Crypto (Podcast)

28 min Transcript
View

Joanna Ossinger, cross asset reporter with Bloomberg News, discusses Bitcoin’s slide, Coinbase, and other currency and crypto moves. Doug Baker, Portfolio Manager and Head of Preferred Securities Sector Team at Nuveen, talks CPI, markets, and investing in 2022. Michael Dean, Senior European Automotive Analyst with Bloomberg Intelligence, discusses Volkswagen and supply and inflation concerns for car companies. Christian Ledoux, Director of Investment Research at CAPTRUST, talks about CPI, the Fed, and how inflation is affecting markets. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge

Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, supply chain, gas prices, and the company’s performance in Q1. Jasen Turnbull, F-150 Lightning Marketing Manager for Ford, discusses the all-electric F-150 pickup and the EV movement. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-09

Markets, Oil, And Metals (Podcast)

24 min Transcript
View

Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of security in the oil market and the exploding refinery margin. Matthew Miller, Metals and Mining Analyst at CFRA Research, talks about metals and the economy amid war in Ukraine and market swings. Eric Balchunas, ETF analyst with Bloomberg Intelligence, talks about investing, market swings, and ETFs in 2022. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-06

Market Volatility, Supply Chain, And The Economy (Podcast)

27 min Transcript
View

Ron Sanchez, EVP and CIO at Fiduciary Trust Company International, talks about volatile markets and investing on jobs day. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and interest rate hikes. Kurt Sievers, President and CEO of NXP Semiconductors, an American manufacturer with headquarters in the Netherlands, discusses the supply chain, automotive industry, and semiconductor manufacturing. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and the Fed. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-05

Inflation, Energy, And Markets (Podcast)

27 min Transcript
View

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, talks about markets, investing, and the economy. Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about impact investing, energy, and the economy in 2022. Vince Cignarella, Global Macro Squawk with Bloomberg News, discusses foreign exchange, investing, and markets. Hosted by Matt Miller and Katie Greifeld.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-04

The Fed, Interest Rates, And Pandemic Darlings (Podcast)

31 min Transcript
View

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-05-03

Interest Rates, Housing, And Roe v. Wade (Podcast)

27 min Transcript
View

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed raising interest rates, TIPS real yields, and treasury coupon auctions. Joe Mathieu, Washington correspondent with Bloomberg News, discusses the leaked Supreme Court document that shows the high court appears prepared to overturn Roe v. Wade. Matt Winkler, editor-in-chief emeritus at Bloomberg News, discusses his latest Opinion column on Gina Raimondo. Katherine Hawkins, Portfolio Manager and SVP at Vertical Capital Income Fund, discusses housing, investing, and inflation in 2022. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Show details
Episodes
3515
Transcripts
3513
100% coverage
Missing transcripts
2
With chapters
0