Stocks, Markets, and the Bond Market

Rob Holmes, CEO of Texas Capital Bank, joins to discuss his business and state of the banking industry. Liz Young, Head of Investment Strategies at SoFi, joins to talk about market strategies and gives her investment outlook. Dr. Lis Castillo Nelis, Biodiversity and Ecosystems Senior Manager at Ramboll, joins to discuss green investments, its strengths and controversies, and where it stands following climate week. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, joins to talk markets and investing strategies and gives his outlook for a US recession. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Syys 202334min

Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook. Jackie Bowie, Managing Partner and Head of EMEA at Chatham Financial, joins to discuss the outlook for recession in Europe and other parts of the globe and resiliency in the US. Callie Cox, US investment analyst with eToro, joins to talk about markets and investing strategies. Odeta Kushi, Deputy Chief Economist at First American, joins to discuss the housing market and outlook for rates and the economy. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins to discuss commodities, metals, and crypto. Eileen Mullaney, workforce transformation lead at Vialto Partner’s discussing the company’s latest findings on labor and work-from-office trends. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Syys 202349min

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the Jamaican government, joins to discuss Jamaica’s rare credit upgrade and outlook for the country’s finances. Gary Shilling, president at A. Gary Shilling & Co., joins to discuss his outlook for markets, the Fed, and rate hikes. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed’s most recent decisions and outlook for the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

26 Syys 202354min

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, discusses the impact of a potential government shutdown. Lydia Boussour, EY Parthenon Senior Economist focusing on the US, joins to discuss the Fed, the outlook for inflation, and the outlook for rate hikes and a recession. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Anurag Rana, Senior Tech Analyst with Bloomberg News, joins to talk about Amazon’s acquisition of AI startup Anthropic. AWS CEO Adam Selipsky joins Bloomberg Technology to discuss Amazon’s AI acquisition. Lisa Sturtevant, Chief Economist at Bright MLS, joins to talk about real estate and interest rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

25 Syys 202353min

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the autoworkers strike. Navaid Alam, president and CEO at EVelution, joins to discuss electric vehicle battery materials and EV development. Ankur Daga, CEO of Angara.com, discusses the impact of the G-7 banning Russia diamond imports and other stories in the space. Matt Henriksson, Senior Equity Analyst covering medical technology with Bloomberg Intelligence, joins to discuss Boston Scientific (NYSE: BSX) investor day and new med tech products. Jennifer Rie, Senior Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the latest on Microsoft-Activision. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

22 Syys 202343min

Media analyst and Harvard Fellow Brian Stelter joins to discuss Rupert Murdoch stepping down as the head of News Corp. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for a soft landing after the Fed’s latest move. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation, the Fed, and why Europe could face a deep recession. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, discusses the Cisco-Splunk deal. Laura Martin, managing director at Needham, joins to talk cable news, media, and Disney. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Syys 202352min

Jeff Chamberlain, CEO at Volta, joins to discuss EV battery development, energy technologies, storage, and investments, and the historic shift in energy that he believes is on the horizon. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to preview Jay Powell’s presser on Fed Day. Joanna Gallegos, co-founder of BondBloxx, discusses ETF flows and investing strategies. Kyle Kazan CEO at Glass House (OTC: GLASF), joins to talk the marijuana industry and his company. Selma Hepp, Chief Economist at CoreLogic, discusses recent real estate data and outlook for the housing market. Ian Simm, CEO at Impax Asset Management, joins to discuss how record heat is affecting physical asset and which sectors and companies that are most at risk. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

20 Syys 202352min

Seth Grae, CEO of Lightbridge Corporation (NASDAQ: LTBR), joins to discuss nuclear energy initiatives and outlook for alternative energy. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market amid rising gas prices. He also discusses how energy is closely related to the war in Ukraine and his new book “The Edge.” Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to talk about risk mitigation, how climate change is impacting the insurance industry, and outlook for the space. Joe Mysak, editor of the Bloomberg Municipal Brief, joins to discuss his Businessweek piece on the “Most Famous Fictional Bond Trader." European Investment Bank President Werner Hoyer joins to speak about economies across Europe and outlook for inflation, stagflation, and a recession across the continent. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

19 Syys 202346min