Inflation, Regional Bank Earnings, Cannabis, & Nickel

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the show to discuss how markets and traders are pricing in a Fed rate hike and bank turmoil. Will McDonough, CEO and Lead Portfolio Manager at EMG Advisors, discusses the latest on gold and metals and JP Morgan making cuts to metals business after the nickel saga. Pandu Patria Sjahrir, one of Indonesia’s leading entrepreneurs and general chairman of the Indonesian Coal Mining Association, joins to discuss his nation’s coal production and move towards green energy, Indonesia’s VC health and growth prospects, and outlook for industrials on a global scale.

Hosted by Paul Sweeney, Matt Miller, and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Episoder(3389)

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, weighs in on Bayer AG's bid for Monsanto: he's not optimistic the deal...

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Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Europe, Germany's "fatigue", and Brexit.See omnystudio.com/listener f...

19 Mai 201611min

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.See omnystudio.com/...

19 Mai 201611min

Conference Board's Goldstein on the April LEI Index (Audio)

Conference Board's Goldstein on the April LEI Index (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ken Goldstein, Economist with the Conference Board, on the April LEI index.See omnystudio.com/listener for privacy information.

19 Mai 20168min

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and...

18 Mai 201611min

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matthew Boesler breaks down the April FOMC minutes. Joined by Bloomberg stocks editor David W...

18 Mai 20166min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Castlight Health (CSLT).See omnystudio.com...

18 Mai 201612min

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mariner Kemper, Chairman and CEO of UMB Financial, and Michael Hagedorn, President & CEO of UMB Bank, on their outlook for the banki...

18 Mai 201611min

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