Technology, Travel, And The Supply Chain
Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses airline travel amid the spread of the Omicron variant. Mike Parra, CEO of DHL Express, Americas, discusses how DHL is handling supply chain bottlenecks during the holidays. Ann Fandozzi, CEO of Ritchie Brothers Auctioneers, talks about supply chain disruptions and gives her outlook for her company. Hosted by Paul Sweeney and Sonali Basak.See omnystudio.com/listener for privacy information.
22 Des 202126min
Markets, Hiring, And Retail Spending
Dave Harden, Founder and President of Summit Global Investments, gives his market outlook for 2022. April Arnzen, Senior VP and Chief People Officer at Micron Technology Inc., talks about finding employees amid a tight labor market. David Lukes, SITE Centers President and CEO, talks about holiday spending, retail, and supply chain bottlenecks amid the holiday shopping season. Vidya Peters, COO at Marqeta, talks about FinTech, consumer sentiment, holiday shopping, and digital purchases. Hosted by Paul Sweeney and Sonali Basak.See omnystudio.com/listener for privacy information.
21 Des 202124min
The Supply Chain And Consumer Spending
Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, discusses the new Leading Economic Index (LEI) data, consumer behavior, and inflation. Dr. Lisa Williams, Chief Executive Officer at World of EPI, discusses supply chain bottlenecks, how it affects holiday shopping, and how Omicron could affect the supply chain. Andrew Rostami, Head of Citizens Pay at Citizens Bank, discusses the supply chain driving up retail activity and “Buy Now, Pay Later.” RJ Gallo, Senior Portfolio Manager at Federated Hermes, talks about Omicron, fixed income, and the bond markets. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.
20 Des 202122min
Interest Rates, Energy, Housing, And Cybersecurity
Jennifer Lee, Managing Director and Senior Economist at BMO Financial, discusses global inflation, central bank policy in the US and across Europe, and gives her economic outlook for 2022. Brad Dillman, Chief Economist at Cortland, breaks down the latest trends in the housing market. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss energy prices and gives her outlook for the energy sector in 2022. Dana Simberkoff, Chief Risk, Privacy, and Info Security Officer at AvePoint, talks about cybersecurity and President Biden’s privacy and data policy. Hosted by Paul Sweeney and Kailey Leinz.See omnystudio.com/listener for privacy information.
17 Des 202122min
The Latest On Interest Rates, Fed Tapering, And Inflation
Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, joins the show to discuss markets, the FOMC meeting, and inflation. Mark Douglas, CEO of MNTN, talks about ad tech and putting together a Peloton ad 48 hours after the Sex and the City controversy. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about Fed tapering and fixed income. Markus Schomer, Chief Economist at PineBridge Capital, gives his outlook on the global economy in 2022 as well as raising interest rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16 Des 202124min
The FOMC Meeting And Its Impact On Markets
Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about December’s FOMC meeting, inflation, and gives her 2022 economic outlook. Sam Sidhu, President and CEO of Customers Bank, discusses consumer outlook, markets, and the FOMC meeting. Brian Smoluch, CIO of Hood River Capital Management, talks about Fed tapering and inflation. Dan Genter, CEO, CIO, and Chairman of RNC Genter Capital Management, discusses tapering and investment strategies. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
15 Des 202123min
Consumer Outlook, Muni Bonds, And Virtual Conferences
Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackRock, talks about municipal bond returns, the potential of higher taxes with Build Back Better, and how taxes will impact municipal bond investment strategies. Sean McCarthy, Chief Executive Officer at Build America Mutual, talks about investing in municipal bonds. Ben Chodor, President of Notified, discusses traveling to events and virtual conferences amid Omicron. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
14 Des 202125min
Inflation, Investing, And The Latest On Omicron
Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, discusses the latest Omicron developments and vaccine effectiveness against the variant. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the ISM Semiannual Economic Forecast. Michael Cuggino, President and Portfolio Manager of the Permanent Portfolio Family of Funds, discusses investing strategies amid inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
13 Des 202125min
