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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

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Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Balu Balakrishnan, CEO of Power Integrations, discusses his company, semiconductors, and the supply chain. Nikki Baird, VP of Strategy at Aptos, a global retail technology company, joins the show to discuss retail tech and the state of retail after Amazon’s big miss at the end of last week. And at the Milken Institute Global Conference in Los Angeles, Bloomberg Businessweek’s Erik Schatzker interviews Apollo Global Asset Management CEO and co-founder, Marc Rowan. Hosted by Paul Sweeney and Kriti Gupta.

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Published 2022-04-29

0429FullPodcast

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Kristine Aquino, Team Leader FX/Rates/Emerging Markets at Bloomberg News, discusses the latest currency moves. Mark Stoeckle, CEO and Portfolio Manager of Adams Funds, talks about investing, the economy, and tech earnings. Simon Casey, Deputy Managing Editor, Energy and Commodities with Bloomberg News, discusses Exxon and Chevron earnings. Retired US Navy Admiral James Stavridis talks about the Ukraine war and his recent Bloomberg Opinion columns on Ukraine. Hosted by Kriti Gupta and Sonali Basak.

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Published 2022-04-28

Markets, Currencies, And The Dollar (Podcast)

33 min Transcript
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Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Kristine Aquino, Team Leader of FX/Rates/Emerging Markets at Bloomberg News, discusses the latest on currency moves. John Authers, Senior Editor with Bloomberg Opinion, discusses global economies, currencies, and markets. Hosted by Kriti Gupta and Sonali Basak.

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Published 2022-04-27

Russian Oil, Markets, And The US Economy (Podcast)

27 min Transcript
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Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses Russia cutting off gas from Bulgaria and Poland. Anurag Rana, Senior Software analyst with Bloomberg Intelligence, discusses the latest on tech earnings and gives a Big Tech outlook for 2022. Alex Chaloff co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Anna Wong, Chief US Economist for Bloomberg Economics, discusses US markets responding to COVID in China and the Ukraine-Russia war as well as rising interest rates. Hosted by Kriti Gupta and Sonali Basak.

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Published 2022-04-26

Elon Musk, Stocks, And Ukraine (Podcast)

25 min Transcript
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Bloomberg News correspondent Ed Ludlow and Wall Street reporter Sonali Basak discuss Elon Musk buying Twitter. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses markets and Twitter stock along with Big Tech earnings. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Russell Price, Chief Economist at Ameriprise Financial, discusses markets, investing, and the economy in 2022. Hosted by Kriti Gupta and Lisa Abramowicz.

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Published 2022-04-25

Twitter, China, And Crypto (Podcast)

26 min Transcript
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Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, previews Big Tech earnings and discusses Elon Musk’s Twitter bid. Andy Marsh, President and CEO of Plug Power (NASDAQ: PLUG), talks about his company’s new deal with Walmart and renewable energy in the US. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Sonali Basak, Bloomberg Wall Street reporter, discusses speaking to Anthony Scaramucci about cryptocurrency and overhauling Melvin Capital. Hosted by Matt Miller and Kriti Gupta.

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Published 2022-04-21

The Economy, EVs, And Markets (Podcast)

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Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut of the all-electric “Lincoln Star Concept” and the company’s EV goals. Kristof Gleich, President and CIO at Harbor Capital Advisors, talks markets and investment strategies in 2022. David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war, inflation, and rising interest rates. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-20

Netflix, China, And Real Estate (Podcast)

23 min Transcript
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Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, CEO of China Beige Book International, talks about China’s stock market, COVID in China, and what it means for global economies. Brad Dillman, Chief Economist at Cortland, discusses the latest trends in the housing market. Laura Martin, Managing Director and Senior Analyst of Entertainment at Needham & Co, LLC, discusses why she believes in Netflix after a terrible Q1 earnings report. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-19

Housing, Return-To-Work, And Travel (Podcast)

23 min Transcript
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Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Fargo Advisors, talks about markets, inflation, and investing strategies in 2022. Mark Dixon, CEO of IWG, plc, talks about hybrid work, real estate, renting offices, and returning to work in 2022 and beyond. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-18

Markets, Elon Musk, And Bank Earnings (Podcast)

23 min Transcript
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Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA and creator of the WealthAbility System, discusses how cryptocurrency is taxed in America on Tax Day. Sonali Basak, Bloomberg News Wall Street reporter, talks about discusses Bank of America earnings and how the Street views the economy in 2022. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-14

Central Banks, Ukraine, And The Economy

28 min Transcript
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Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the economy, inflation, and the Federal Reserve in 2022. Ed Price, Senior Fellow (non-resident) & former British Trade Official at NYU, talks about the economy and global markets in 2022. Sadek Wahba, Founder, Chairman and Managing Partner of I Squared Capital and Member of Council on Foreign Relations, talks about the Ukraine war and how it’s affecting global markets. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, discusses global economies, retail, and consumer pressure. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-13

Ukraine, Travel, And Markets

25 min Transcript
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Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinformation and whether ordinary Russians understand what’s happening in Ukraine. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, and Delta earnings. Ellis Phifer, Managing Director – Fixed Income Capital Markets at Raymond James, discusses markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-11

Markets, Cybersecurity, And The Supply Chain

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Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine-Russia war. Bob Kolasky, Senior VP for Critical Infrastructure at Exiger, talks about cybersecurity. Sylvia Wulf, Executive Director, President, and CEO of AquaBounty Technologies, Inc., discusses using technology to meet global seafood demand and the supply chain challenges associated with it. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-08

Markets, The French Election, And Women In Finance

21 min Transcript
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Jess Menton, Equities Reporter with Bloomberg News, discusses markets, stocks, and inflation. Laura Wright, Producer with Bloomberg TV, discusses the French election and what it means for the US and global economies as well as the war in Ukraine. Hans Olsen, CIO at Fiduciary Trust Company, talks about markets, investing, and the economy. Mary Ellen Iskenderian, CEO at Women’s World Banking, talks about women working in finance and job opportunities in the sector in America and in developing nations. Hosted by Matt Miller and Kriti Gupta.

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Published 2022-04-07

Markets, Inflation, And Golf

24 min Transcript
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Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Seth Carpenter, Morgan Stanley Chief Global Economist, talks about the economy, inflation, and the possibility of a recession in 2022. Luvleen Sidhu, Chair, CEO, and Founder of BM Technologies, Inc., talks about FinTech, the economy, and digital banking. Randy Peitsch, COO of PGA Superstore, talks about company growth and the supply chain. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-06

The Fed, Airlines, War, And Return-To-Work

35 min Transcript
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Former NY Fed President Bill Dudley and Bloomberg News Editor-in-Chief emeritus Matt Winkler discuss whether the Federal Reserve is behind the curve as well as inflation and the US economy. Annmarie Hordern, Washington correspondent with Bloomberg Television, discusses the former Russian oligarch saying Putin is already at war with the West and has the latest on the war in Ukraine. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses JetBlue making a bid to buy Spirit Airlines. Rania Sedhom, Managing Partner of the Sedhom Law Group, discusses New York’s new employment laws and working from home. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-05

Markets, Meta, And Cyberthreats

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Megan Durisin Albery, Agriculture reporter with Bloomberg News, discusses her Bloomberg “Big Take” story on grain and other commodity markets being upended by the war in Ukraine. Akshata Bailkeri, Equity Analyst at Bruderman Asset Management, discusses markets, inflation, and the economy in 2022. Matt Kramer, National Sector Leader, Consumer & Retail and Advisory Partner at KPMG, discusses consumer sentiment about the metaverse and projections for metaverse growth in the coming years. Wendy Thomas, CEO of Secureworks, talks about data protection, cybersecurity and cyberthreats amid the Ukraine-Russia war. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-04

Markets, COVID, Twitter, And Crypto

25 min Transcript
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Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and investing in 2022. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses the latest on COVID and the BA.2 variant. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Elon Musk taking a stake in Twitter and the company’s stock jump. Rajesh Nakadi, Head of Investments at BNY Mellon Wealth Management, talks about a new Global Family Office survey and the insights it revealed about how families view and want to invest in cryptocurrency. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-04-01

Jobs, Markets, and The Economy

25 min Transcript
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Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Bloomberg Surveillance co-hosts Tom Keene, Bloomberg News Editor-At-Large, and Lisa Abramowicz, reporter, host, and Opinion contributor with Bloomberg News, join the show to discuss jobs day and the economy. Rebecca Ray, Executive VP of Workforce Research at The Conference Board, discusses new survey findings on work life balance struggles and the desire to return to offices. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest labor numbers and the state of employment in the US. Hosted by Matt Miller and Katie Greifeld.

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Published 2022-03-31

Markets, Cyberthreats, And Real Estate

23 min Transcript
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Cole Smead, President & Portfolio Manager at Smead Capital Management, talks about markets, investing, and the economy in 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses metals and commodity prices amid the Ukraine-Russia war. Daniel McGahn, CEO of American Superconductor (AMSC), talks about the possibility of future cyberattacks on the electric grid. Kevin Kelly, CEO of Kelly ETFs, talks about real estate investments and inflation. Hosted by Paul Sweeney and Taylor Riggs.

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Published 2022-03-30

Markets, The Fed, And Crypto

23 min Transcript
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David Riley, Chief Investment Strategist at BlueBay Asset Management, talks about the global economy and investing in 2022. Bloomberg News Economics Editor Michael McKee discusses his interview with Richmond Fed president Thomas Barkin as well as the Federal Reserve. Michael Hans, CIO at Clarfeld Citizens Private Wealth, talks about markets, the economy, and inflation. Katie Greifeld, Bloomberg News cross asset reporter and QuickTake co-anchor, discusses Bitcoin prices and other crypto news and headlines. Hosted by Paul Sweeney and Taylor Riggs.

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Published 2022-03-29

Markets, Consumer Confidence, And ETFs

23 min Transcript
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Dan Genter, CEO and CIO of RNC Genter Capital Management, discusses the markets and the economy in 2022. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board, talks about monthly consumer confidence data. Greg King, CEO of Osprey Funds, talks about investing in ETFs and crypto ETFs. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Hosted by Paul Sweeney and Katie Greifeld.

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Published 2022-03-28

Private Credit, Investing, And Cybersecurity

25 min Transcript
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Jess Larsen, CEO of Briarcliffe Credit Partners, discusses economic pressures in 2022. Annie Massa, Bloomberg News reporter, discusses her Bloomberg “Big Take” story on Vanguard’s evolution irking loyalists to its founder. Huw Roberts, Head of Analytics at Quant Insights, talks about markets and the yield curve. Christy Wyatt, CEO of Absolute Software, talks about ransomware threats amid the Russia-Ukraine war. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-25

Ukraine, Markets, And The Supply Chain

30 min Transcript
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Retired US Navy Admiral James Stavridis discusses the Ukraine war and his recent piece for Bloomberg on the possibility of Vladimir Putin using chemical or nuclear weapons. Matt Winkler, Bloomberg News Editor-In-Chief emeritus, discusses his recent Bloomberg Opinion piece on why he believes the Federal Reserve may still be ahead of runaway inflation. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the economy in 2022 and the outlook for a recession. Jonathan Webb, CEO at AppHarvest, discusses commodity prices, inflation, and the supply chain and how that’s affecting food distributors and food services. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-24

Ukraine, Markets, And Climate Disclosures

32 min Transcript
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John Micklethwait, Editor-In-Chief of Bloomberg News, discusses his Bloomberg “Big Take” story on the current era of globalization and the West’s role in preserving it. Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Wes Bricker, Vice Chair – US Trust Solutions co-leader at PwC, discusses the SEC’s newly proposed climate-change rules that would enhance and standardize disclosures for investors. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of Bloomberg’s “Masters in Business,” discusses the markets and investing. Hosted by Paul Sweeney and Matt Miller. 

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Published 2022-03-23

The Ukraine War And Energy Crisis

24 min Transcript
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Aggi Cantrill, TV producer with Bloomberg News, discusses the Ukraine war and the latest updates on the fighting. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about markets and the economy amid global uncertainty and economic pressures. Maryam Brown, President of Southern California Gas Company, talks about the energy market and gas supplies amid the Russia-Ukraine war. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to discuss the latest cryptocurrency news. Hosted by Paul Sweeney and Taylor Riggs.

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Published 2022-03-22

Markets, Real Estate, And Drones

26 min Transcript
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Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and geopolitical uncertainty. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation at the Ukraine war. John Mase, CEO of IRG Industrial, talks about real estate and manufacturing amid global economic pressures. Valerii Iakovenko, Founder of DroneUA, discusses how his company is aiding military efforts in the Ukraine war. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-21

The Diamond Market And Economy In 2022

25 min Transcript
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Virginia Drosos, CEO of Signet Jewelers, talks about her company, the diamond industry, and how it’s working through supply chain pressures and Russian sanctions. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses Ketanji Brown Jackson’s SCOTUS nomination hearing. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses investing and the economy in 2022. Alicia Diaz with Bloomberg’s TOPLive team discusses the Bloomberg “Big Take” story on the economic pain behind NYC’s reopening. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-18

Markets, The Fed, And Satellites

23 min Transcript
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Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting, Fed strategy, interest rates, and the economy. Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, talks about the latest LEI data released on Friday. Ankur Crawford, EVP and Portfolio Manager at Fred Alger Management, LLC, talks about markets and the economy amid volatility in 2022. Peter Platzer, CEO of Spire, talks about his company, rising gas prices, and energy concerns in 2022. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-17

Investing, Markets, And The SALT Tax

22 min Transcript
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Sean O’Hara, President of Pacer ETFs, discusses investing and the economy. Aysha Bagchi, Legal Reporter with Bloomberg Industry Group, discusses the SALT Tax. Mike Vogelzang, CIO & Managing Director at CaptTrust, discusses markets, inflation, and the economy in 2022. David Kudla, founder and CEO of Mainstay Capital Management, talks about the market reaction to the Ukraine war and the Fed. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-16

Interest Rates, Markets, and The Economy In 2022

27 min Transcript
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Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, discusses markets, interest rate hikes, and the economy in 2022. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, discusses the Fed, central banks, and global economies. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Bloomberg News Chief Economist Michael McKee discusses the Fed meeting. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-15

Inflation, Commodities, And The Supply Chain

24 min Transcript
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Ed Price, Senior Fellow at NYU and former British Trade Official, talks about inflation risks in 2022. Will Rhind, CEO of GraniteShares Advisors, LLC, breaks down the latest on commodities, gold, inflation, oil supply, as well as energy prices. Dave Magers, CEO of Mecum Auctions, discusses the successes in the collector car market. Tooey Corutemanche, CEO of Procore, talks about cloud management for construction companies. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-14

The War In Ukraine, The Economy, And Energy

26 min Transcript
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Abhay Deshpande, founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets and investing. Markiyan Lubkivskyi, advisor to the Minister of Defense of Ukraine, discusses the war in Ukraine. Ted Smith, co-founder and president of Union Square Advisors, talks about tech investments amid market volatility and inflation. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital LLP, talks about energy security, ESG investing, and the economy in 2022. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-11

Markets, ETFs, And Inflation

19 min Transcript
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Sylvia Jablonski, Chief Investment Officer and co-Founder at Defiance ETFs, discusses investing and gives her 2022 economic outlook amid the Ukraine war and inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. David Katz, President and CIO of Matrix Asset Advisors, talks about investing and the economy in 2022. Andrew Chanin, CEO of ProcureAM, discusses the space industry, Space ETFs, as well as investment strategies. Hosted by Matt Miller and Kriti Gupta.

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Published 2022-03-10

Markets, Diamonds, And Autonomous Driving

25 min Transcript
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Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses inflation, investing, and gives his market outlook for 2022. Angus Pacala, CEO of Ouster, talks about his company and autonomous driving technology. Dave Harden, founder and President of Summit Global Investments, discusses investment strategies amid volatility. Amish Shah, President of ALTR Created Diamonds, discusses how diamond prices are expected be impacted due to the war in Ukraine. Hosted by Matt Miller and Katie Greifeld.

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Published 2022-03-09

Markets Amid War And ESG Investing

18 min Transcript
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Tal Reback, Director of KKR, discusses the economy and risks in 2022. Will Nasgovitz, CEO and Portfolio Manager at Heartland Funds, talks about investing and the economy in 2022 amid war in Ukraine and inflation. Tom Stringfellow, Argent Trust Chief Investment Strategist, talks about investment strategies in 2022. Caroline Bressan, Managing Director at Open Road Alliance, discusses impact investing and their risks and rewards. Hosted by Matt Miller and Sonali Basak.

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Published 2022-03-08

Markets, Oil, And International Women’s Day

24 min Transcript
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Lisa Erickson, Senior VP/Head: Traditional Investment at US Bank Wealth Management, discusses the economy and markets amid inflation and the war in Ukraine. Angie Gildea, KPMG US Energy Sector Leader, talks about rising oil prices. Mary Ellen Iskenderian, CEO at Women’s World Banking, discusses women working in finance and job opportunities in the sector. Geralyn Ritter, Head of External Affairs and ESG at Organon, discusses the company’s vision, women in the workplace, and women’s health. Hosted by Matt Miller and Sonali Basak.

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Published 2022-03-07

Markets, Semiconductors, And Oil Prices

22 min Transcript
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Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses the economy and markets. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about interest rates and the economy in 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities and natural gas amid the Ukraine-Russia war. Lincoln Clark, Partner and Global Leader of KPMG’s Semiconductor Practice, talks about US executives expressing confidence in financials and operations despite expected chip shortages. Hosted by Matt Miller and Sonali Basak.

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Published 2022-03-04

The State Of Labor And The Economy In 2022

22 min Transcript
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Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Russell Price, Chief Economist at Ameriprise Financial, discusses jobs, markets, investing, and jobs day. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest jobs numbers and the state of employment in the US. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation and labor. Hosted by Paul Sweeney and Lisa Abramowicz.

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Published 2022-03-03

Markets And Investing Amid War In Ukraine

23 min Transcript
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Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses commodities and Bitcoin amid the Ukraine-Russia war. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses how investing and the economy has changed since the Ukraine-Russia war started. Anna Han, Vice President, Equity Strategist at Wells Fargo, discusses the economy and investment outlook amid volatility due to inflation and the war in Ukraine. Barry Ritholtz, founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of “Masters in Business,” discusses how geopolitical conflicts impact markets. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-03-01

Ukraine, Oil, And The Supply Chain

24 min Transcript
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Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine war and rising interest rates. Bloomberg stocks editor Kriti Gupta and oil futures reporter Julia Fanzeres talk about rising oil prices. Megan Horneman, Chief Investment Strategist at Verdence Capital Advisors, discusses the economy and markets while the Ukraine-Russia war is happening. Brooke Sutherland, columnist with Bloomberg Opinion, talks about how the supply chain has affected Joe Biden’s presidency. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-02-28

The War’s Impact On Global Markets And Oil

22 min Transcript
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Pete Earle, Economist at the American Institute of Economic Research, discusses markets, the economy amid inflation and war, and gives his economic outlook for 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities amid the Ukraine-Russia war. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks about the economy and markets in 2022. Sonali Basak, Bloomberg Wall Street reporter, discusses some Russian banks being cut off from the SWIFT financial system and how financial issues are also creeping into other markets. Hosted by Paul Sweeney, Matt Miller, and Kriti Gupta.

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Published 2022-02-25

The Markets, Ukraine, And Biden’s SCOTUS Pick

23 min Transcript
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David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war and how it shifts the economic outlook in 2022. Lauren Hein, Head of Advisor Relations at ROBO Global, talks about tech equities reacting to the Ukraine war. Tom Orlik, Chief Economist with Bloomberg Economics, discusses the Bloomberg “Big Take” story on the global economic implications of the war in Ukraine. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses President Biden’s Supreme Court pick. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-02-23

Inflation, Consumer Sentiment, And Labor

19 min Transcript
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Adam Gold, Founder and CIO at Katam Hill, LLC, discusses markets, investing, and the economy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, discusses inflation and its impact on retail and consumers. Steve Kane, co-CIO and Generalist Portfolio Manager with TCW Group, discusses inflation and the Fed. Tara Jaye Frank, equity strategist, author, and President and CEO of TJF Career Modeling, LLC, discusses the Bloomberg 2022 Gender Equality Index and women returning to work. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-02-22

Market And Supply Chain Pressures

21 min Transcript
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Tom Mantione, Managing Director with UBS Private Wealth Management, talks about the markets, investing, and economic pressures in 2022. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of Municipal Bond Group at Federated Hermes, discusses the bond market and economy in 2022. Ronen Samuel, CEO of Kornit Digital, talks about how the supply chain is affecting the fashion industry and gives his retail outlook for 2022. Emiliano Kargieman, CEO of Satellogic, talks about going public, his company’s satellite technology, and the outlook for the business. Hosted by Paul Sweeney and Matt Miller.

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Published 2022-02-18

Markets, ETFs, and Commodities

24 min Transcript
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Mark Yusko, CEO and CIO of Morgan Creek Capital Management, discusses markets and gives his economic outlook for 2022. Katie Greifeld, Bloomberg QuickTake anchor and cross asset reporter with Bloomberg News, discusses ETFs and the economy in 2022. Michael McKee, Global Chief Economist with Bloomberg News, talks about the Federal Reserve, interest rates, and the economy. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, talks about commodities and the markets. Hosted by Paul Sweeney and Matt Miller.

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Extract Knowledge
Published 2022-02-18

Markets, Energy, And Esports (Podcast

19 min Transcript
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Chris Harvey, Head of Equity Strategy at Wells Fargo, discusses investing and the economy amid rising inflation and geopolitical tensions. Angie Gildea, KPMG US Energy Sector Leader, discusses rising oil prices and energy outlook in 2022. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 economic outlook. Grant Johnson, Esports Entertainment Group CEO, discusses his company, sports video games, and sports gambling. Hosted by Paul Sweeney and Matt Miller.

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Extract Knowledge
Published 2022-02-17

Investing, ETFs, And The Economy

25 min Transcript
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Mark Yusko, CEO and CIO of Morgan Creek Capital Management, talks about markets, investing, and inflation. Michael McKee, Global Chief Economist for Bloomberg News, discusses the Federal Reserve and the economy. Katie Greifeld, Bloomberg News Cross Asset reporter and Bloomberg QuickTake co-anchor, discusses ETFs and investments. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, talks about the latest news in crypto and commodities. Hosted by Paul Sweeney and Matt Miller.

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Extract Knowledge
Published 2022-02-16

The Fed, Retail Sales, and The Great Resignation

24 min Transcript
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Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, talks about Fed minutes, inflation, and interest rates. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, talks about central bank activity across the globe and inflation. Andy Hogenson, Global Lead of Consumer Goods, Retail, & Logistics at Infosys Consulting, talks about the retail sector and hiring and supply challenges. Michael Hansen, CEO at Cengage Group, discusses hybrid work and the Great Resignation. Hosted by Paul Sweeney and Matt Miller.

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Extract Knowledge
Published 2022-02-15

Market Outlook And Supply Chain Constraints

23 min Transcript
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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about inflation, the Fed, and gives his market outlook. Huw Roberts, Director of Research and Sales at Quant Insights, talks about fixed income and gives his economic outlook for 2022. Andre Menezes, CEO of Next Gen Foods, discusses the alternative meat business and his company’s outlook for 2022. Hosted by Paul Sweeney and Matt Miller.

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