Instant Reaction: House Passes Funding Bill

Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Airbnb earnings, tech layoffs, and other tech companies that are well-positioned for the future and others that aren’t. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dryden Pence, CIO at Pence Wealth Management, joins the show to talk about some stocks and sectors he likes amid economic headwinds and market uncertainty. Mike Halen, Senior Restaurants Analyst with Bloomberg Intelligence, joins the program to discuss a potential Subway sale and the outlook for restaurants. Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins the program to talk about the outlook for equities amid hawkish Fed speak, inflation around the globe and in the US, and how markets are pricing in today’s retail sales data. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

15 Feb 202345min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI, Treasuries, and the Fed. David Welch, Bloomberg News Detroit Bureau Chief, discusses his Big Take story on car prices hitting a record high and Ford cutting jobs due to EV costs. Nathan Dean, Senior Policy Analyst, US and Latin America for Bloomberg Intelligence, joins the program to discuss the latest on crypto legislation. Aniela Unguresan, founder of EDGE Certified Foundation and economist by trade, joins the show to discuss her company, equal leadership, ESG investing, and how she works closely with the Bloomberg Gender Equality Index. Geetu Sharma, founder and investment manager at AlphasFuture LLC, joins the program to talk about individual stocks she likes and outlook for the markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

14 Feb 202342min

Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the US shooting objects out of the sky, and outlook for US-China relations. Mark Douglas, CEO of MNTN, joins the program in studio to discuss Super Bowl ads after the big game, which companies won, and which missed out. Campbell Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal and the recent yield curve inversion. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to talk about recent ESG bans and the winners and losers of the ESG battle. Donna Borak, Senior Reporter with Bloomberg Industry Group, joins the show to discuss her Big Take story on NYC’s struggling financial position amid work-from-home. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

13 Feb 202342min

Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins the show to discuss the Fed’s rate hike path and global economic activity. Hans Dau, CEO at Mitchell Madison Group, joins the program to discuss the recent eco data coming out of China, outlook for its economy, and outlook for emerging markets like China and inflation in the US. Ward Bortz, ETF Portfolio Manager at Angel Oak, joins the program to discuss ETF outlook for the year and how it’s performing against the broader market. Jack Farchy, Senior reporter of energy and commodities with Bloomberg News, joins the show to discuss his story about commodity trader Trafigura Group facing huge losses via nickel fraud. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

10 Feb 202341min

Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, joins not discuss labor in the US, weekly jobless claims, and outlook for jobs. Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses the outlook for markets amid yield curve inversion and further rate hikes. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Brian Egger, Senior Gaming & Lodging Analyst with Bloomberg Intelligence, join in an earnings roundtable on consumer goods and travel. Jen can discuss Kellogg while Brian can discuss Hilton. Matt Smith, Investment Director at the investment firm Ruffer, joins the program to discuss sectors he likes in 2023 in an uncertain market. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

9 Feb 202344min

Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent Portfolio Family of Funds, joins the program to discuss sectors he likes and gives his market outlook. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell’s comments from Tuesday and the Fed’s rate hike path. Jonathan Palmer, Senior Industry Analyst with Bloomberg Intelligence, joins the program to break down CVS earnings and discuss their acquisition of Oak Street Health. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. Hosted by Kriti Gupta and John Tucker.See omnystudio.com/listener for privacy information.

8 Feb 202339min

Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, discuss the latest on Credit Suisse. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, how it affects US-China relations, and the latest on the Ukraine war. AJ Ahmady, Harvard Senior Fellow and head of corporate financing at Atomic, joins the program to discuss corporate finance and fintech. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

7 Feb 202343min

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Andrew Marok, VP of Equity Research at Raymond James, joins us to talk about Activision earnings, Microsoft’s acquisition, and gaming outlook. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and his outlook for energy and equities. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

6 Feb 202340min