ESG, TMT, Equality, And Polestar (Podcast)

ESG, TMT, Equality, And Polestar (Podcast)

Yasmin Dahya Bilger, Engine No. 1 head of ETFs, discusses ESG investing and investment strategies in 2022. Phil Toews, CEO at Toews Asset Management, discusses defensive investing amid rising interest rates and inflation. Matt Bloxham, Bloomberg Intelligence Senior Analyst, talks about TMT. Jay Bryson, Chief Economist at Wells Fargo, talks about the economic influence of the LGBTQ+ community. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3332)

Markets, Labor, And Bonds (Podcast)

Markets, Labor, And Bonds (Podcast)

Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callgh...

1 Sep 202229min

Lending, Markets, Metals, And A Growth Recession (Podcast)

Lending, Markets, Metals, And A Growth Recession (Podcast)

Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market S...

31 Aug 202234min

Twitter, Markets, Housing, And Jewelry (Podcast)

Twitter, Markets, Housing, And Jewelry (Podcast)

Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well ...

30 Aug 202234min

Wall Street, Energy, And EVs (Podcast)

Wall Street, Energy, And EVs (Podcast)

Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies...

29 Aug 202231min

Jay Powell, Munis, And ETFs (Podcast)

Jay Powell, Munis, And ETFs (Podcast)

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed Pr...

26 Aug 202231min

Markets, Private Equity, And Jackson Hole (Podcast)

Markets, Private Equity, And Jackson Hole (Podcast)

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk ...

25 Aug 202228min

Investing, Home Prices, And Fast-Food (Podcast)

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 Gra...

24 Aug 202231min

Lending, Jay Powell, Oil, And EVs (Podcast)

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 a...

23 Aug 202233min

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