Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.

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Episoder(3334)

The Latest On Interest Rates, Fed Tapering, And Inflation

The Latest On Interest Rates, Fed Tapering, And Inflation

Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, joins the show to discuss markets, the FOMC meeting, and inflation. Mark Douglas, CEO of MNTN, talks about ad tech and putt...

16 Des 202124min

The FOMC Meeting And Its Impact On Markets

The FOMC Meeting And Its Impact On Markets

Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about December’s FOMC meeting, inflation, and gives her 2022 economic outlook. Sam Sidhu, President and CEO of Customers Bank, discus...

15 Des 202123min

Consumer Outlook, Muni Bonds, And Virtual Conferences

Consumer Outlook, Muni Bonds, And Virtual Conferences

Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackR...

14 Des 202125min

Inflation, Investing, And The Latest On Omicron

Inflation, Investing, And The Latest On Omicron

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, disc...

13 Des 202125min

Consumer Price Index Continues To Climb

Consumer Price Index Continues To Climb

David Katz, President and Chief Investment Officer at Matrix Asset Advisors, gives his market outlook for 2022 and discusses CPI and inflation. Jeffrey Cleveland, Director and Chief Economist for Payd...

10 Des 202124min

Examining Tech, Markets, And ESG Investing

Examining Tech, Markets, And ESG Investing

Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the latest tech stocks and how they’ve performed recently. Ian Lyngen, Managing Director and Head of US Rates Str...

9 Des 202124min

Holiday Shopping And 2021 Market Outlook

Holiday Shopping And 2021 Market Outlook

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about holiday shopping, consumer spending, and her economic outlook for the rest of 2021. Shawn Snyder, Head of Investment ...

8 Des 202121min

The Supply Chain, Batteries, And Market Outlook

The Supply Chain, Batteries, And Market Outlook

Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management Company, discusses inflation, Fed tapering, and his market outlook for 2022. Anabel Fernandez, Interim CFO and Treas...

7 Des 202124min

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