Corporate Diversity, Fed Speak, Health of US Banks
Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at Whalen Global Advisors, discusses bank health in the US amid earnings season. Brad Bernstein, Managing Director at UBS Private Wealth Management, joins to give his market outlook and the view of inflation in 2024. Mike Mullaney, Director of Global Markets Research for Boston Partners, joins to give his outlook on markets and the Fed. Hosts: John Tucker and Jennifer RyanSee omnystudio.com/listener for privacy information.
16 Jan 202433min
Bank Earnings, Energy Uncertainty, Market Concerns
Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty. Dana Peterson, Chief Economist at The Conference Board, discusses the firm’s recent survey that found some of the biggest worries and concerns for global CEOs. Wendy Schiller, Professor at Brown University, joins to discuss the economic and geopolitical fallout of US and allied airstrikes on Houthi rebels in Yemen. Phil Orlando, Chief Equity Strategist with Federated Hermes, joins to talk about market reaction to geopolitical uncertainty, outlook for energy and oil, and his recent note on the labor market. Hosted by John Tucker and Lisa MateoSee omnystudio.com/listener for privacy information.
12 Jan 202434min
Energy M&A, Bitcoin ETFs, and Hertz
Vince Piazza, Senior Industry Analyst: Energy at Bloomberg Intelligence, joins to discuss his note on APA’s purchase of Callon, and why it’s not what it seems. He also discusses Chesapeake Energy buying Southwestern and digs into the broader global energy market and upcoming earnings. James Seyffart, ETF analyst with Bloomberg Intelligence, joins to discuss the beginning of trading for Bitcoin ETFs in the US. Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook, and Schwab’s latest STAX score, which is a proxy to gauge Schwab clients’ exposure to equity markets. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss Hertz’s EV reversal, as it looks to offload a third of its electric vehicle fleet. She can also discuss developments in the cruise industry. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
11 Jan 202436min
CES, Boeing, and Bitcoin
Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace and Airlines, joins to discuss the latest on Boeing and previews airline earnings. Mark Douglas, CEO of MNTN, joins from CES to discuss the latest tech developments in the advertising space, outlook for ads, and what he’s seeing at CES. He is joined by Mark Penn of Stagwell to discuss the MNTN partnership with Stagwell. Greg Taylor, CIO at Purpose Investments, joins to discuss the SEC expected to clear the Bitcoin spot ETF, and managing the first Bitcoin ETF as part of Purpose Investments. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, joins us from CES to discuss the HPE-Juniper deal and other tech/hardware news out of Las Vegas. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
10 Jan 202438min
Consumer Health, The Fed, 50 Companies to Watch
Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024. Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to discuss retail outlook and consumer health. Tim Craighead, Senior European Strategist with Bloomberg Intelligence, joins to discuss the annual Bloomberg publication of 50 companies to watch. Philip Colmar, managing partner and global strategist at MRB Partners, joins to talk markets and investing. Hosted by Paul Sweeney and Lisa MateoSee omnystudio.com/listener for privacy information.
9 Jan 202438min
Boeing, Copper, and Weight Loss
George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark Newton, Managing Director and Global Head of Technical Strategy at Fundstrat Global Advisors, joins to discuss investing in 2024 and outlook for the markets. Roland Harings, CEO at Aurubis, joins to discuss new developments with his company, copper production, and outlook for commodities in 2024. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the Antideficiency Act as it relates to funding the government and legal liability for weight loss drug developing companies. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
8 Jan 202436min
Jobs, Munis, and Ozempic
Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to discuss the muni bond market. Simone Foxman, reporter with Bloomberg News, joins to discuss her story on the burden weight loss drugs are having on state budgets, US taxpayers, and the healthcare system. Kristin Pothier, US Healthcare Lead at KPMG, joins to discuss the outlook for M&A in the healthcare sector in 2024. Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs report and outlook for hiring in 2024. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
5 Jan 202448min
APA, TikTok, and Regional Banks
Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk about TikTok’s e-commerce ambitions and outlook for generative AI in 2024. Ed Harrison, Team Leader for Americas FX/Rates at Bloomberg News, joins to discuss his “Everything Risk” column on 2024’s risk being a hot US economy. Bloomberg International Economics and Policy correspondent Michael McKee joins to discuss the St. Louis Fed naming Alberto Musalem its new president. Herman Chan, Senior Analyst of Regional Banks for Bloomberg Intelligence, discusses the health of US regionals. Hosted by Paul Sweeney. See omnystudio.com/listener for privacy information.
4 Jan 202442min
