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.

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Episoder(3349)

Expectations around the Fed have Waxed and Waned : Marvin Loh

Expectations around the Fed have Waxed and Waned : Marvin Loh

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and ...

6 Jun 201829min

China, Asset Management and Investing Strategies

China, Asset Management and Investing Strategies

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and...

5 Jun 201828min

Trade issues, Re-branding and Luxury Beds

Trade issues, Re-branding and Luxury Beds

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those...

4 Jun 201828min

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, ...

4 Jun 201829min

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on resu...

1 Jun 201829min

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Ver...

31 Mai 201828min

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CE...

31 Mai 201829min

Commercial Real Estate and Money Issuance

Commercial Real Estate and Money Issuance

Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief...

25 Mai 201818min

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