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(3320)

Equities, COP27, and Big Tech Turmoil (Podcast)

Equities, COP27, and Big Tech Turmoil (Podcast)

Cam Crise, macro strategist with Bloomberg News, joins the show to discuss equity outlook amid economic data coming out later this week as well as Midterms. Huw Roberts, Head of Analytics at Quant Ins...

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Jobs, Midterms, and Twitter (Podcast)

Jobs, Midterms, and Twitter (Podcast)

John Gulnac, VP at Adecco, joins the show to talk about the October Jobs report. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, joins the show to discuss his recent Opinion piece on the p...

4 Nov 202234min

Jay Powell, Tech, Credit, and Markets (Podcast)

Jay Powell, Tech, Credit, and Markets (Podcast)

Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the poten...

3 Nov 202238min

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strat...

2 Nov 202234min

Earnings, the Fed, Credit Suisse, and Midterms (Podcast)

Earnings, the Fed, Credit Suisse, and Midterms (Podcast)

Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research wit...

1 Nov 202232min

Investing, Energy, China, and SCOTUS (Podcast)

Investing, Energy, China, and SCOTUS (Podcast)

Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give...

31 Okt 202241min

Big Tech, Markets, Energy, and Streaming (Podcast)

Big Tech, Markets, Energy, and Streaming (Podcast)

Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break dow...

28 Okt 202236min

Credit Suisse, Markets, and Industrials (Podcast)

Credit Suisse, Markets, and Industrials (Podcast)

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Ma...

27 Okt 202240min

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