Investing, Education, Retail, and the Fed (Podcast)

Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. James Clift, Founder of Durable, joins the program to discuss his company and why the ChatGPT “end of the world” talk may be a bit overblown. Don Steinbrugge, founder and CEO at Agecroft Partners, joins the program to discuss hedge funds, how they managed a rocky 2022, and outlook in 2023 amid economic uncertainty. Sonali Basak, Wall Street reporter with Bloomberg News, joins the program to discuss David Solomon’s salary cut and other Wall Street news. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Tammi 202340min

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the Fed’s rate hike path, and outlook for the economy. Craig Trudell, Global Automotive Editor for Bloomberg News, joins the program to discuss Toyota’s CEO change. Yelena Shulyatyeva, Senior US Economist with BNP Paribas, joins us in studio to discuss US GDP and outlook for the US economy. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to discuss sectors and stocks he likes as markets price in recent eco data. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

26 Tammi 202346min

John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, joins the show to discuss the outlook for equities in 2023 and start to the year for markets. George Ferguson, Senior Industry Analyst with Bloomberg Intelligence, discusses Boeing earnings. He can also discuss/preview other defense earnings for companies like Lockheed Martin and Raytheon. Ben Cook, manager of the Hennessy Energy Transition Fund and Hennessy Midstream Fund, talks about energy stocks, the energy outlook for 2023, and oil and natural gas prices. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

25 Tammi 202341min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Chieh Huang, CEO of BOXED (NASDAQ: BOXD), joins the show to discuss managing his company amid inflation, cuts to tech, and why he anticipates a strong year in 2023 for BOXED. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

24 Tammi 202343min

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Leonard Livschitz, CEO at Grid Dynamics (NASDAQ: GDYN), joins the show to discuss digital engineering and outlook for the company. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the latest Salesforce news and recent tech layoffs. Kyle Brown, CIO at Trinity Capital (NASDAQ: TRIN), joins the show to discuss his firm, investing, and economic outlook for 2023. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Today’s episode focuses on gasoline demand decreases and its long-term effect on gas prices and fossil fuel usage. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

23 Tammi 202347min

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intelligence Senior Tech Analyst Anurag Rana talks about labor in tech and outlook for big tech companies. Bloomberg Intelligence Senior Analysts Mandeep Singh and Poonam Goyal join to discuss layoffs at Alphabet and Wayfair. Nick Stadtmiller, Head of Product with Medley Global Advisors, joins the show to discuss global economies and emerging markets. Sonali Basak, Wall Street reporter with Bloomberg News and Elliott Stein, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to discuss the Federal Reserve probing Goldman Sach’s consumer business. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

20 Tammi 202339min

Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO and founder of real estate firm CARROLL, joins the show to discuss outlook for the housing market and current state of real estate. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest news on banks and Davos. Geetha Ranganathan, US Media analyst with Bloomberg Intelligence, joins to preview Netflix earnings. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the program to discuss the outlook for India. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

19 Tammi 202337min

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and Managing Director for NewEdge Wealth, joins the program to discuss the outlook for Japan and global economies following the BOJ decision. Monica Defend, Chief Strategist and Head of Amundi Institute, discusses the struggles various European economies could endure in 2023 and outlook for a recession overseas. Shaheen Contractor, Senior ESG Analyst with Bloomberg Intelligence, joins the program to discuss her research on gender diversity on corporate boards and how it affects returns for US and European investors. She also discusses ESG ETF asset growth and its risks. Dana Telsey, CEO and Chief Research Officer with Telsey Advisory Group, joins the show to talk about the latest retail sales and outlook for consumers in 2023. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

18 Tammi 202336min