Bank of Japan, Africa, Swatch, and Freight (Podcast)
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence join us for an extended roundtable to discuss the Bank of Japan move. Bloomberg host Kathleen Hays joins us to discuss the Bank of Japan move. Rosa Whitaker, President and CEO of the Whitaker Group & the first ever assistant US trade rep for Africa (appointed by Bill Clinton), joins the program to discuss Africa’s leader summit, climate goals in the New Year, and role African nations are playing in geopolitical tensions across the world. Nick Hayek Jr., CEO at Swatch Group, joins us to discuss his business, retail outlook, and business strategy. Quincy Krosby, Chief Global Strategist for LPL Financial, and Ben Emons, head of fixed income for NewEdge Wealth, join the show in studio to talk markets and outlook for the economy. Lee Klaskow, with Bloomberg Intelligence, joins the program to discuss his 2023 freight outlook. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
20 Des 202255min
Twitter, Oil, and Equities (Podcast)
Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. John Cotterell, CEO at Endava (NYSE: DAVA), joins the program to discuss his company’s performance amid varying economic headwinds, the difficulties tech has faced, and outlook for his company. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil and the global energy market as China sharply reopens and President Biden restores the oil reserves. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Cam Crise, Macro Strategist with Bloomberg News, joins us for a markets roundtable on how equities will close 2022 and outlook for 2023. Liz McCormick, Chief Correspondent with Bloomberg, joins the show to talk about the bond market and corporate debt. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
19 Des 202243min
Twitter, Tesla, Markets, and Steel (Podcast)
Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. Chris Campbell, Chief Strategist at Kroll, joins the show to discuss recent inflation data and the FOMC meeting. Steven Rossi, CEO at Worksport (NASDAQ: WKSP), joins the show to talk about hydrogen energy and the automotive industry. Dana Telsey, Chief Research Officer with Telsey Advisory Group, joins the show to talk about the latest retail sales and outlook for consumers in 2023. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
16 Des 202242min
Central Banks, Markets, Quants, and the SEC (Podcast)
Vince Cignarella, global macro strategist with Bloomberg News, and Jennifer Lee, Managing Director and Senior Economist with BMO Capital Markets, join to discuss the Fed and inflation and other central bank activity in Europe and Asia. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins us in studio to talk markets, investing, and the economy in 2022. Ira Jersey, Chief US Interest Rates strategist with Bloomberg Intelligence, also joins to discuss the Fed. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. George Patterson, CIO for PGIM Quantitative Solutions joins the program to discuss his quant analysis and outlook for the economy and markets. Larry Tabb, Head of Market Structure Research with Bloomberg Intelligence, joins the program to discuss the new SEC plan for Wall Street trading. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” also joins to discuss markets and investing. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
15 Des 202246min
The Fed, Space, Abortion, Energy, and Marijuana (Podcast)
Neil Grossman, former CIO at TKNG Capital, and Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the show for an extended roundtable to discuss the Fed’s moves over the past year, outlook for inflation, and the FOMC meeting today. Priya Misra, Global Head of Rates Strategy and Managing Director with TD Securities, joins the conversation to talk about the year for the Fed and outlook. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, joins the show to discuss his 2023 US Defense Contracting outlook and space news. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the show to discuss his most recent column on abortion and the economy. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, and Jay Hatfield, CEO at Infrastructure Capital Management, join the program in studio to discuss energy prices in the US after CPI, outlook for the energy market amid the Ukraine, the nuclear fusion breakthrough, and outlook for energy markets in 2023. Anthony Coniglio, CEO of cannabis REIT NewLake Capital Partners, joins us in studio to talk about outlook for marijuana as NYC nears opening pot shops and legislation continues to be developed for the industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
14 Des 202255min
FTX Testimony and Moderna (Podcast)
FTX Testimony and Moderna's New Drug (Podcast)Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst, US and Latin America with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, join the show to discuss outlook for crypto coins and crypto policy in DC ahead of the testimony of FTX's new CEO. Moderna CEO Stephane Bancel discusses the company's skin cancer drug breakthrough. Annie Massa, cross asset reporter with Bloomberg News, and Barry Ritholtz, host of Bloomberg's "Masters in Business," join to discuss the FTX testimony on Capitol Hill. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
13 Des 202236min
India, Rates, and Markets
Jyotsna Krishnan, Managing Partner at Elevar Equity, joins the show to discuss her outlook for India’s economy and why there’s bullish sentiment in its growth development. Jon Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to talk about European banks and outlook for financing in the UK. Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, joins the show to preview the FOMC meeting and discuss outlook for the year. Megan Horneman, Chief Investment Officer at Verdence, joins us to talk about sectors she likes heading into 2023. Steve Koenig, SMBC Nikko software analyst, joins the show to talk about latest developments in the software space and recent company performances. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
12 Des 202234min
Energy, Market, and Housing Outlooks
Rob Barnett, Senior Analyst – Team Lead EMEA Energy Research with Bloomberg Intelligence, joins the show to discuss BI’s solar energy and overall energy outlooks for 2023. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins us to discuss the outlook for the US and global economies in 2022. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, investing, and his outlook for the economy. Pierre Naude, CEO at nCino, joins the show to talk about fintech and his company’s performance amid varying economic headwinds. John Fish, CEO of Suffolk Construction and Chair of the Real Estate Roundtable, talks about the latest developments in housing, including costs, mortgage interest rates, and construction supply. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
9 Des 202234min
