Instant Reaction: House Passes Funding Bill

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

Bloomberg Technology Senior Analysts Anurag Rana and Mandeep Singh preview tech earnings and discuss other tech headlines. Chris Violas, CEO at BLAZE, joins the show to talk about the cannabis industry and the cannabis tech his company develops and works on. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rates, the economy, and the Bank of Japan. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

17 Tammi 202334min

Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal. T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana’s stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Francis Oh, APAC CEO of Qraft Technologies, and Sean O’Hara, president of Pacer ETFs, join for an in-studio roundtable to discuss value investing and why it could succeed in a potential down market in 2023. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

13 Tammi 202346min

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin, managing director and senior entertainment analyst at Needham & Co. LLC, joins the show to discuss her picks for media and telecom companies that she sees performing well in 2023 after a down 2022 year. Sam Burns, founder and chief strategist at Mill Street Research, joins the program to discuss the stock market, inflation, and gives his outlook for a recession in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

12 Tammi 202349min