APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

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 Jun 202341min

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 Jun 202335min

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 Mai 202332min

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 Mai 202318min

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Advisors, talks investing strategies and gives his outlook on the markets. Luisa Moreno, President of Defense Metal Corp., discusses the significance of China banning rare earth exports and how it affects production around the globe. Randall Atkins, founder and CEO at Ramaco Resources (NASDAQ: METC), joins the show to talk about outlook for the coal industry. Dr. Maureen Dunne, President and CEO at Autism Community Ventures, discusses healthcare investments and market pressures.  Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

30 Mai 202342min

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joins the discussion. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her Big Take story and the debt ceiling. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to break down the week in retail, earnings and company picks, and outlook for consumers. Beth Gerstein, CEO at Brilliant Earth (NASDAQ: BRLT), joins to discuss the wedding industry, diamond prices, and outlook for engagement/wedding season and consumer strength. Hosted by Kriti Gupta and Madison Mills.See omnystudio.com/listener for privacy information.

26 Mai 202343min

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial intelligence and Microsoft’s initial A-I push. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins the show to break down Fed Minutes and the debt ceiling risks. Maria Tadeo, European correspondent for Bloomberg TV, discusses Germany entering a recession and her interview with a top Zelenskiy aid on the upcoming counteroffensive. BloTed Swimmer, Head of Capital Markets at Citizen Financial, joins to discuss markets and investing strategy. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down the big week in retail, luxury goods and earnings, and how it all serves for an economic bellwether. John Gittelsohn, Real Estate reporter with Bloomberg News, joins to discuss his piece on LA office building stress and the economic pain coming for real estate. Francis Oh, CEO of Qraft Technologies, discussing Qraft rang the opening bell this morning amid the launch of the Qraft AI-Pilot ETF, the industry’s first ever fully AI driven risk managed ETF. Hosted by Paul Sweeney, Kriti Gutpa, and Simone Foxman.See omnystudio.com/listener for privacy information.

25 Mai 20231h 7min

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of the Swiss Franc. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, also discusses the debt ceiling. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Brendan Case, Bloomberg News retail reporter, join to discuss the slew of recent retail news and Petco earnings today. Linda Anegawa, Chief of Medicine at Noom, joins the program to discuss the company’s new health developments. Sam Fazeli, Senior Pharma Analyst with Bloomberg Intelligence, joins the discussion to offer some questions and analysis. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program in studio to talk about investing and the cannabis market. Geetha Ranganathan, Analyst of US Media with Bloomberg Intelligence, joins the program to discuss Netflix password sharing and outlook for the company’s financials. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the yield curve and the outlook for a hard landing and a recession. Hosted by Kriti Gupta and Simone Foxman.See omnystudio.com/listener for privacy information.

24 Mai 202354min