Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine joins to discuss the earnings as well. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her market outlook. Mark Douglas, Founder and CEO at MNTN, discusses the latest news and earnings from Netflix. And Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins to discuss her view on the markets and current investment opportunities. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
24 Jan 202440min
Netflix, WWE Deal, GE Earnings, and Market Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations for Netflix earnings. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss corporate bonds, the appetite for extending duration and sectors to focus on in the coming weeks. Bloomberg Opinion Columnist Bobby Ghosh discusses the future of awards shows and how they may be doomed. And Bloomberg Opinion's Brooke Sutherland breaks down the latest earnings from General Electric. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
23 Jan 202435min
Bitcoin ETFs, Boeing in Check, New Hampshire in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloomberg Deputy Team Leader of Global Aviation Siddharth Philip joins to discuss the latest from Boeing door plug checks. Carol Schleif, Chief Investment Officer, BMO Family Office joins to discuss the markets, inflation, and outlook for Fed rate cuts in 2024. Political News Director for Bloomberg TV and Radio Jodi Schneider discusses the latest from the New Hampshire Primary. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
22 Jan 202430min
Digital Assets in Focus, M&A Opportunity
Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETFs. Mitch Berlin, EY Americas Vice Chair of Strategy and Transactions, discusses opportunities for mergers and acquisitions. Skyler Weinand, CIO at Regan Capital, discusses sectors to keep an eye on this year. Hans Olsen, CIO at Fiduciary Trust Company, joins to discuss how the markets and Fed will interact with one another in 2024. Brian Vendig, President at MJP Advisors, joins to discuss investing strategies amid an uncertain Fed and inflation path. See omnystudio.com/listener for privacy information.
19 Jan 202440min
Wealthy Investing, Market Outlook
Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. Will Nasgovitz, CEO and Portfolio Manager at Heartland Advisors, joins to talk about the outlook for small caps in 2024. Kara Murphy Chief Investment Officer with Kestra Investment Management, joins to discuss markets and investing strategies amid inflation uncertainty. Hosts: John Tucker and Molly SmithSee omnystudio.com/listener for privacy information.
18 Jan 202427min
Cybersecurity, Fed Cut Outlook, Sectors to Watch
Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for an M&A rebound in 2024. Robert Schein, Managing Director and Partner at Blanke Schein Wealth Management, joins to talk about markets, investing, and when the Fed may cut rates this year. Zoe Peden, Partner at Ananda Impact Ventures, discusses backing startups in health, nature, and biotech as Goldman Sachs recently raised $650 million for investing in life sciences startups. Geetu Sharma, founder and investment manager at AlphasFuture, joins to discuss markets and sectors to watch. Ron Sanchez, Chief Investment Officer at Fiduciary Trust International joins to discuss the markets and his investment outlook. Hosted by John Tucker and Molly Smith. See omnystudio.com/listener for privacy information.
17 Jan 202450min
Corporate Diversity, Fed Speak, Health of US Banks
Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at Whalen Global Advisors, discusses bank health in the US amid earnings season. Brad Bernstein, Managing Director at UBS Private Wealth Management, joins to give his market outlook and the view of inflation in 2024. Mike Mullaney, Director of Global Markets Research for Boston Partners, joins to give his outlook on markets and the Fed. Hosts: John Tucker and Jennifer RyanSee omnystudio.com/listener for privacy information.
16 Jan 202433min
Bank Earnings, Energy Uncertainty, Market Concerns
Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty. Dana Peterson, Chief Economist at The Conference Board, discusses the firm’s recent survey that found some of the biggest worries and concerns for global CEOs. Wendy Schiller, Professor at Brown University, joins to discuss the economic and geopolitical fallout of US and allied airstrikes on Houthi rebels in Yemen. Phil Orlando, Chief Equity Strategist with Federated Hermes, joins to talk about market reaction to geopolitical uncertainty, outlook for energy and oil, and his recent note on the labor market. Hosted by John Tucker and Lisa MateoSee omnystudio.com/listener for privacy information.
12 Jan 202434min
