
INSITE 2023 Day 2 (Podcast)
Ben Harrison, Head of Wealth Solutions at BNY Mellon, joins to discuss business strategies, the panel he’s moderating, and Registered Investment Advisors (RIAs) going independent. Robin Vince, CEO at BNY Mellon, joins to talk about BNY Mellon and new technologies. Jim Crowley, Chief Executive Officer and Chair of the Executive Committee for Pershing, and Emily Schlosser, COO for Pershing, join the program to discuss their INSITE panel they hosted yesterday and latest tech developments from Pershing. They can discuss Pershing X unveiling its New Wove Wealth Management platform, and Emily can speak to Pershing X’s Simply, Scale, and Serve strategy for 2023. Ainslie Simmonds, Pershing X President, joins to talk about Pershing and BNY Mellon and 2023 strategy and goals. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.
7 Kesä 202336min

Interviews from INSITE (Podcast)
Noam Tasch, Head of Partnerships and Revenue at Pershing X, joins to discuss the Pershing X platform and talks about some of the new partnerships for the PX platform, some of which will be announced at INSITE. He joins us from the INISTE Conference in Orlando. Tonia Bottoms, Managing Director and Senior Managing Counsel for BNY Mellon; Diversity & Inclusion (D&I) Advocate for Pershing, joins to discuss diversity and inclusion in financial services, steps to improve it, and outlook for the industry. He joins us from the INSITE conference. Matt Brown, founder and CEO of CAIS, joins to discuss markets and investing from the INSITE conference in Orlando. Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs at BNY Mellon, joins to talk about ETF flows and investing strategies, as well as Precision Direct Indexing. Phil Orlando, Chief Equity Strategist at Federated Hermes, joins the show from the INSITE conference to talk investing and gives his market outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
6 Kesä 202338min

Treasuries, Apple, LIV Golf, and Bank Buybacks (Podcast)
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasuries and the Fed. Anurag Rana and Mandeep Singh, Senior Tech Analysts with Bloomberg Intelligence, joins to discuss Apple’s new headset and outlook for the technology. DC Reporter Justin Sink discusses Secretary State Anthony Blinken traveling to China in the coming weeks. Bloomberg TV anchor and Business of Sports host Scarlet Fu joins to discuss the latest on the PGA and LIV Golf, along with markets reporter Bailey Lipschultz. Alison Williams, Senior Industry Analyst with Bloomberg Intelligence, joins us in the NY studio to discuss her note on big US bank buybacks slowing amid eco and industry risks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
6 Kesä 202335min

Credit Crunch, ETFs, Oil, and Apple
Lisa Knee, Managing Partner of Real Estate at EisnerAmper, joins to talk about mortgage interest rates, outlook for the real estate sector, and a potential real estate credit crunch. Cam Crise and Vince Cignarella, Macro Strategists with Bloomberg News, join to discuss markets and the Fed. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the OPEC+ cut and outlook for oil as well as his note on crypto and Nvidia. Steven Oh, Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Nancy Kimelman, professor at Northeastern University, joins to discuss the debt ceiling resolution, if it will lead to a liquidity crunch, and paints the overall economic picture factoring in geopolitical, Federal Reserve, and market risks. Mandeep Singh and Anurag Rana, Senior Tech Analysts for Bloomberg Intelligence, join to discuss the Apple headset release and Twittead revenue decline. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.
5 Kesä 20231h 1min

US Labor Market Sends Mixed Signals
Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market. Ben Emons, head of Fixed Income at NewEdge Wealth, discusses jobs day, markets, and the economy. Cara Brennan, Chief People Officer at Lattice, discusses hiring and how AI is beginning to play a role. Kristin Ceva, Managing Principal at Payden & Rygel, joins to discuss the latest on emerging markets. Hosted by Kriti Gupta, Simone Foxman, and Madison Mills.See omnystudio.com/listener for privacy information.
2 Kesä 202341min

Debt Limit Latest, Gen Z Financial Independence
Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June rate hike. Brendan Ahern, CIO at KraneShares, discusses the markets and gives his stock picks. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, joins the show to discuss the equity market. Christina Roman, Consumer Education and Advocacy Manager at Experian, joins to discuss their recent findings on the ability of Gen Z and Millennials to be financially independent. Hosts: Paul Sweeney, Kriti Gupta, and Madison Mills. See omnystudio.com/listener for privacy information.
1 Kesä 202335min

Debt-Ceiling Drama and Adobe's AI Push
Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the program to talk about markets, outlook for the economy, and the upcoming June FOMC meeting. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Hosts: Paul Sweeney and Madison MillsSee omnystudio.com/listener for privacy information.
31 Touko 202332min

BONUS EPISODE: Jamie Dimon Exclusive Interview
Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive interview with the JPMorgan CEO. Here is his interview with Bloomberg's Stephen Engle. See omnystudio.com/listener for privacy information.
31 Touko 202318min





















