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(3351)

Why Intrepid's Travis Likes Leucadia

Why Intrepid's Travis Likes Leucadia

Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic ...

18 Jul 201725min

Why Carson Block's Short on Bank of Ozarks Has Failed

Why Carson Block's Short on Bank of Ozarks Has Failed

George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola d...

17 Jul 201728min

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors an...

14 Jul 201729min

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed...

13 Jul 201717min

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yell...

12 Jul 201712min

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columni...

11 Jul 201727min

Central Banks Going Too Far With Tightening, Bianco Says

Central Banks Going Too Far With Tightening, Bianco Says

Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at B...

10 Jul 201729min

Trump and Brexit Are Driving Germany and France to Power, Rahman Says

Trump and Brexit Are Driving Germany and France to Power, Rahman Says

Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at Bloomberg, tells Pimm Fox how Americans will ...

7 Jul 201726min

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