Disney, Tapestry, Monterey, and University Endowments (Podcast)

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.

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Jay Powell, Markets, and CVS (Podcast)

Jay Powell, Markets, and CVS (Podcast)

Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent ...

8 Helmi 202339min

Jay Powell, Credit Suisse, and the China Balloon (Podcast)

Jay Powell, Credit Suisse, and the China Balloon (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, port...

7 Helmi 202343min

Bonds, Inflation, and the Equity Rally (Podcast)

Bonds, Inflation, and the Equity Rally (Podcast)

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, ...

6 Helmi 202340min

Jobs, Tech Layoffs, and Baby Formula

Jobs, Tech Layoffs, and Baby Formula

Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins...

3 Helmi 202322min

FOMC, Inflation, and the Economy

FOMC, Inflation, and the Economy

Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global rec...

2 Helmi 202340min

Markets, Ukraine, and the Economy

Markets, Ukraine, and the Economy

Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and au...

1 Helmi 202333min

Bonds, Markets, and Crypto

Bonds, Markets, and Crypto

Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and secto...

31 Tammi 202329min

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Fi...

30 Tammi 202339min

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