Investing, Home Prices, And Fast-Food (Podcast)
Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Grahn, Vice President and Head of ETF Strategy at AllianzIM, joins the show to talk investing and ETF strategy. Shannon Susko, managing director, co-head of strategic solutions & IR and head of Healthcare at Edelman Smithfield, joins the show to talk about investors’ healthcare allocation. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins the show to discuss home affordability and when home prices might go down. Maribeth Dela Cruz, President of Jollibee Group, North America, joins the show to discuss the fast-food chain’s expansion in the US and globally and doing so amid global inflation and rising food prices. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
24 Elo 202231min
Lending, Jay Powell, Oil, And EVs (Podcast)
Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape and outlook for economies in Europe amid inflation. Jonnelle Marte, economics and Federal Reserve reporter with Bloomberg News, joins the show to preview Jackson Hole and discuss the outlook for inflation and the economy. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil prices, OPEC+ action, and the global energy markets. Sam Korus, associate portfolio manager at ARK Invest, talks about the electric vehicle space, competition, and scaling. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
23 Elo 202233min
Markets, Retail, And Washington (Podcast)
Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the show to talk about the fixed income market. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, discusses Adidas leadership and the state of retail post-July sales figures and a few key earnings reports. Sonali Basak, Bloomberg News Wall Street reporter, discusses the latest news on the Street. Annmarie Hordern, Washington correspondent for Bloomberg TV News, joins the show to discuss the latest headlines from DC. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
22 Elo 202232min
Inflation, Crypto, Commodities, And Credit (Podcast)
Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the show to discuss commodities, Bitcoin sinking, and investing. Soren Bjorn, President, Driscoll’s of the Americas, talks about food prices, inflation, and the supply chain. Carmen Arroyo, credit reporter with Bloomberg News, joins the show to discuss her story this morning on banks’ retreat from mortgage lending. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
19 Elo 202226min
Afghanistan, The Fed, VC, And Inflation (Podcast)
Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the Fed and outlook for a recession. Josh Chapman, Managing Partner at Konvoy, joins the show to discuss venture capital and the investment landscape for video games. Keith Laing, Automotive Regulations Reporter with Bloomberg News, joins the show to discuss the Inflation Reduction Act and the way it impacts the US auto industry. Sadek Wahba, Founder, Chairman and Managing Partner of I-Squared Capital and Member of Council on Foreign Relations, talks about Inflation Reduction Act creating a Green Bank, its key investments, and how it impacts inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
18 Elo 202230min
Housing, Retail Sales, Energy, And Hiring (Podcast)
Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss inflation, the US economy, and the outlook for a recession. Maria Tadeo, Europe reporter with Bloomberg Opinion, joins the show to talk about the European energy crisis and UK inflation. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, gives us an overall picture on commodities and dropping oil prices. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), talks about his company’s performance in Q2 and the labor market in the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
17 Elo 202235min
Home Building, Consumers, And Green Products (Podcast)
Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid economic tightening. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss inflation, interest rates, and outlook for the US economy. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst of Package Food and Retail Staples, joins the show to wrap Walmart earnings and previews tomorrow’s Target earnings and retail sales numbers for July. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, green policy, and the Inflation Reduction Act’s climate proposals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16 Elo 202228min
China, Ukraine, And Markets (Podcast)
Hans Dau, CEO of the Mitchell Madison Group, talks about China cutting interest rates and concern over China’s economy. Jay Hatfield, CEO at Infrastructure Capital Management, discusses investing and his market outlook. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Ann Hand, CEO and Chairwoman at Super League Gaming, joins the show to talk about gaming expansion and outlook for the industry amid inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
15 Elo 202228min
