Markets, Oil, And Retail (Podcast)
Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses the markets and the economy in 2022. Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses the Saudi Aramco IPO, WTI prices, and oil. Arun Sundaram, Senior Equity Research Analyst at CFRA, discusses Walmart earnings and what they say about consumers and the economy. Anjee Solanki, National Director of Retail, US at Colliers, talks about retail sales and consumers in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
17 Touko 202225min
The Supply Chain, China, And JetBlue (Podcast)
RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the markets and economy in 2022 and risks for investors. Gene Seroka, Executive Director of Port of LA, has the latest on the supply chain and backups in ports throughout the pandemic. Shehzad Qazi, Managing Director at China Beige Book International, discusses China’s economic contraction amid its COVID zero policy. Mary Schlagenstein, Airline Reporter for Bloomberg News, discusses the latest on JetBlue’s bid for Spirit Airlines. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16 Touko 202225min
Markets, Twitter, Labor, And Baby Formula (Podcast)
Tal Reback, Director at KKR Capital Markets, discusses the economy and markets in 2022. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, and Bloomberg News correspondent Ed Ludlow discuss the latest on Elon Musk and his Twitter takeover bid and what it means for Tesla. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), discusses his company’s performance in Q1 and the labor market in the US. Laura Modi, CEO and founder of Bobbie, a female-founded infant formula company, talks about the shortage of baby formula in the US, the supply chain, and the challenges her business is facing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
13 Touko 202226min
Markets, Cannabis, And Rivian (Podcast)
Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation. Kim Rivers, CEO at Trulieve, discusses the state of the cannabis industry in the United States. Ed Ludlow, Bloomberg News West Coast correspondent, discusses Rivian keeping its sales goal in place despite supply and production concerns. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
12 Touko 202226min
Inflation, Markets, And Crypto (Podcast)
Joanna Ossinger, cross asset reporter with Bloomberg News, discusses Bitcoin’s slide, Coinbase, and other currency and crypto moves. Doug Baker, Portfolio Manager and Head of Preferred Securities Sector Team at Nuveen, talks CPI, markets, and investing in 2022. Michael Dean, Senior European Automotive Analyst with Bloomberg Intelligence, discusses Volkswagen and supply and inflation concerns for car companies. Christian Ledoux, Director of Investment Research at CAPTRUST, talks about CPI, the Fed, and how inflation is affecting markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
11 Touko 202228min
Market Volatility, Supply Chain, And Electric Vehicles (Podcast)
Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, supply chain, gas prices, and the company’s performance in Q1. Jasen Turnbull, F-150 Lightning Marketing Manager for Ford, discusses the all-electric F-150 pickup and the EV movement. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
10 Touko 202234min
Markets, Oil, And Metals (Podcast)
Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of security in the oil market and the exploding refinery margin. Matthew Miller, Metals and Mining Analyst at CFRA Research, talks about metals and the economy amid war in Ukraine and market swings. Eric Balchunas, ETF analyst with Bloomberg Intelligence, talks about investing, market swings, and ETFs in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
9 Touko 202224min
Market Volatility, Supply Chain, And The Economy (Podcast)
Ron Sanchez, EVP and CIO at Fiduciary Trust Company International, talks about volatile markets and investing on jobs day. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and interest rate hikes. Kurt Sievers, President and CEO of NXP Semiconductors, an American manufacturer with headquarters in the Netherlands, discusses the supply chain, automotive industry, and semiconductor manufacturing. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
6 Touko 202227min
