Markets, Ukraine, and Higher Ed

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS.

Hosted by John Tucker, Bailey Lipschultz and Carol Massar.

See omnystudio.com/listener for privacy information.

Episoder(3345)

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses N...

26 Jan 15min

TikTok Seals Deal to Operate in the US After Years of Drama

TikTok Seals Deal to Operate in the US After Years of Drama

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analy...

23 Jan 23min

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S anti...

23 Jan 37min

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.First-qu...

22 Jan 10min

Paramount Extends Tender Offer for Warner Bros. Shares

Paramount Extends Tender Offer for Warner Bros. Shares

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Seema Shah, Vice President of Research and Insights at Sensor Towe...

22 Jan 19min

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses ea...

21 Jan 16min

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal wi...

20 Jan 21min

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, dis...

20 Jan 18min

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