Stocks, Markets, and the Bond Market

Stocks, Markets, and the Bond Market

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Officer at Verdence, joins the show to talk about markets, investing, and his outlook for the economy. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the cannabis industry and how his company is navigating current economic conditions. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Hosted by Paul Sweeney and Matt Miller.

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Episoder(3314)

Debt Ceiling, Equities, Inflation, and Consumers (Podcast)

Debt Ceiling, Equities, Inflation, and Consumers (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, and Duane Wright, Senior Government Analyst with Bloomberg Intelligence, join to discuss the currency impact of a debt ceili...

11 Mai 202359min

GOP Charges, CPI, and Ukraine (Podcast)

GOP Charges, CPI, and Ukraine (Podcast)

Former prosecutors Nick Akerman and Michael Zeldin join to break down the Donald Trump and George Santos legal woes. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the progr...

10 Mai 20231h

Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)

Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental...

9 Mai 202353min

Berkshire, Tyson, Activision, and Apple (Podcast)

Berkshire, Tyson, Activision, and Apple (Podcast)

Matt Palazola, Senior P&C Insurance Analyst with Bloomberg Intelligence, joins the program to discuss Berkshire earnings. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg I...

8 Mai 202351min

Jobs Day, Berkshire, and Kentucky Derby (Podcast)

Jobs Day, Berkshire, and Kentucky Derby (Podcast)

Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market and jobs day. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., joins us in studio to talk market reaction to...

5 Mai 202343min

An Extended Breakdown of the Fed and Banks (Podcast)

An Extended Breakdown of the Fed and Banks (Podcast)

Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed’s historic tightening cyc...

4 Mai 20231h 18min

The Fed, ETFs, Supply Chain, and Eli Lilly

The Fed, ETFs, Supply Chain, and Eli Lilly

Neil Grossman, former CIO at TKNG Capital, joins to break down the Fed’s rate hike path. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan also joins. Omar Aguilar, CEO and CIO at Schwa...

3 Mai 202351min

Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)

Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)

Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securit...

2 Mai 202349min

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