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
Inflation, Energy, And Markets (Podcast)
Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, talks about markets, investing, and the economy. Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about impact investing, energy, and the economy in 2022. Vince Cignarella, Global Macro Squawk with Bloomberg News, discusses foreign exchange, investing, and markets. Hosted by Matt Miller and Katie Greifeld.See omnystudio.com/listener for privacy information.
5 Touko 202227min
The Fed, Interest Rates, And Pandemic Darlings (Podcast)
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. 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 Kriti Gupta.See omnystudio.com/listener for privacy information.
4 Touko 202231min
Interest Rates, Housing, And Roe v. Wade (Podcast)
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed raising interest rates, TIPS real yields, and treasury coupon auctions. Joe Mathieu, Washington correspondent with Bloomberg News, discusses the leaked Supreme Court document that shows the high court appears prepared to overturn Roe v. Wade. Matt Winkler, editor-in-chief emeritus at Bloomberg News, discusses his latest Opinion column on Gina Raimondo. Katherine Hawkins, Portfolio Manager and SVP at Vertical Capital Income Fund, discusses housing, investing, and inflation in 2022. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
3 Touko 202227min
Interest Rates, Supply Chain, and Marc Rowan Interview (Radio)
Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Balu Balakrishnan, CEO of Power Integrations, discusses his company, semiconductors, and the supply chain. Nikki Baird, VP of Strategy at Aptos, a global retail technology company, joins the show to discuss retail tech and the state of retail after Amazon’s big miss at the end of last week. And at the Milken Institute Global Conference in Los Angeles, Bloomberg Businessweek’s Erik Schatzker interviews Apollo Global Asset Management CEO and co-founder, Marc Rowan. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
2 Touko 202247min
