Twitter, China, And Crypto (Podcast)
Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, previews Big Tech earnings and discusses Elon Musk’s Twitter bid. Andy Marsh, President and CEO of Plug Power (NASDAQ: PLUG), talks about his company’s new deal with Walmart and renewable energy in the US. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Sonali Basak, Bloomberg Wall Street reporter, discusses speaking to Anthony Scaramucci about cryptocurrency and overhauling Melvin Capital. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.
25 Apr 202226min
The Economy, EVs, And Markets (Podcast)
Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut of the all-electric “Lincoln Star Concept” and the company’s EV goals. Kristof Gleich, President and CIO at Harbor Capital Advisors, talks markets and investment strategies in 2022. David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war, inflation, and rising interest rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
21 Apr 202220min
Netflix, China, And Real Estate (Podcast)
Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, CEO of China Beige Book International, talks about China’s stock market, COVID in China, and what it means for global economies. Brad Dillman, Chief Economist at Cortland, discusses the latest trends in the housing market. Laura Martin, Managing Director and Senior Analyst of Entertainment at Needham & Co, LLC, discusses why she believes in Netflix after a terrible Q1 earnings report. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
20 Apr 202223min
Housing, Return-To-Work, And Travel (Podcast)
Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Fargo Advisors, talks about markets, inflation, and investing strategies in 2022. Mark Dixon, CEO of IWG, plc, talks about hybrid work, real estate, renting offices, and returning to work in 2022 and beyond. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
19 Apr 202223min
Markets, Elon Musk, And Bank Earnings (Podcast)
Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA and creator of the WealthAbility System, discusses how cryptocurrency is taxed in America on Tax Day. Sonali Basak, Bloomberg News Wall Street reporter, talks about discusses Bank of America earnings and how the Street views the economy in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
18 Apr 202223min
Central Banks, Ukraine, And The Economy
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the economy, inflation, and the Federal Reserve in 2022. Ed Price, Senior Fellow (non-resident) & former British Trade Official at NYU, talks about the economy and global markets in 2022. Sadek Wahba, Founder, Chairman and Managing Partner of I Squared Capital and Member of Council on Foreign Relations, talks about the Ukraine war and how it’s affecting global markets. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, discusses global economies, retail, and consumer pressure. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
14 Apr 202228min
Ukraine, Travel, And Markets
Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinformation and whether ordinary Russians understand what’s happening in Ukraine. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, and Delta earnings. Ellis Phifer, Managing Director – Fixed Income Capital Markets at Raymond James, discusses markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
13 Apr 202225min
Markets, Cybersecurity, And The Supply Chain
Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine-Russia war. Bob Kolasky, Senior VP for Critical Infrastructure at Exiger, talks about cybersecurity. Sylvia Wulf, Executive Director, President, and CEO of AquaBounty Technologies, Inc., discusses using technology to meet global seafood demand and the supply chain challenges associated with it. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
11 Apr 202224min
