BONUS SPECIAL: The Legacy of Henry Kissinger
Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shaped his worldview, and his thoughts on the current state of global affairs. Listen here for that special conversation, in its entirety. See omnystudio.com/listener for privacy information.
30 Nov 20231h 26min
Munis, Infrastructure, and Baby Bonds
Seán McCarthy, CEO at Build America Mutual, joins to discuss his business and opportunities in the muni bond market. Priya Misra, Portfolio Manager at JP Morgan Asset Management, returns to the show to talk about the outlook for interest rates and why she’s in the hard landing camp. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds and fixed income investing. Erick Russell, Treasurer of the state of Connecticut, joins to discuss taking office this year, pension funds, managing state finances, and the state’s baby bonds program. Hosted by Paul Sweeney and Jennifer Ryan.See omnystudio.com/listener for privacy information.
29 Nov 202339min
Special Report: Berkshire Hathaway's Charles Munger Dies at 99
Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.
28 Nov 202315min
Private Credit, IPOs, and Washington
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to discuss potential 2024 IPOs, including Reddit, Shein, and SKIMS. Neil Hennessy, Hennessy Advisors Chief Strategist, joins to discuss markets, mid-caps, and gives his stock picks and eco outlook. Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss Washington’s response to Israel, foreign aid, and another shutdown showdown, as well as other DC issues. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
28 Nov 202338min
Israel, Markets, and a Possible Recession
Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of a critical presidential election year. Katy Kaminski, Chief Research Strategist at AlphaSimplex, and whose fund returned nearly 36% to investors last year, joins to discuss markets and investing strategies. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to discuss the outlook for equities and a US recession, after Deutsche Bank called for the S&P to finish at 5,100 in December 2024. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
27 Nov 202334min
Retailers, Vendors, and Gambling
Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIVE!, joins to discuss jobs in the hospitality industry and outlook for the company and the hospitality space. Charles Gillespie, CEO at Gambling.com (NASDAQ: GAMB), joins to discuss his company’s earnings and outlook for sports gambling as we head into peak NFL and college football season, and the NFL’s first Black Friday game ever. Tom McGee, CEO of ICSC, discusses Black Friday and holiday spending retail projections. Hosted by Paul Sweeney and Carol Massar.See omnystudio.com/listener for privacy information.
24 Nov 202334min
Hostage Deal, OpenAI Saga, and Deere Earnings
Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the hostage deal between Israel and Hamas. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the saga at OpenAI as Sam Altman returns as CEO. Bloomberg Technology host Ed Ludlow also joins. Sri Kumar, President at Sri-Kumar Global Strategies, joins to preview the FOMC meeting and gives his outlook for the economy. Chris Ciolino, Industrials Analyst with Bloomberg Intelligence, discusses Deere’s earnings miss. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
22 Nov 202338min
Microsoft and OpenAI, Treasury Auction, and CZ Zhao
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Investor Solutions, joins to discuss the firms’ Capital Market Assumptions report and outlook for a soft landing in the US. Ed Harrison, Senior Editor at Bloomberg News and author of the “Everything Risk” column and Liz McCormick, Chief Correspondent of Macro Markets at Bloomberg News, join for a roundtable discussion on risk assets, the 20-year-bond treasury auction, and outlook for bond and equity markets. Matt Sigel, Head of Digital Assets at VanEck, joins to discuss the Wall Street Journal report on Binance CEO CZ Zhao agreeing to step down and plead guilty. Hosted by Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
21 Nov 202331min
