Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Mick Mulroy, co-founder of the Lobo Institute and Former Deputy Assistant Secretary of Defense for the Middle East serving under James Mattis as well as a retired CIA officer and US Marine, discusses Nancy Pelosi's trip to Taiwan and the US strike in Afghanistan that killed an Al-Qaeda leader. Sri Natarajan, Senior Reporter with Bloomberg News, discusses his Big Take story on Goldman Sachs allegedly trying to tarnish two former employees’ reputations. Rhett Buttle, Founder and Principal at Public Private Strategies, joins the show to discuss the CHIPS act and the Biden administration’s challenges and strategies in 2022. Nick Stadtmiller, Director: Emerging Markets at Medley Global Advisors, discusses EMEA and emerging markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Aug 202234min

Mark Douglas, CEO at MTN, joins the show to discuss streaming and big tech earnings and how results affect the outlook for ad strategies. James McCann, deputy chief economist at abrdn, discusses the economy and interest rates. Emily Wilkins, reporter with Bloomberg Government, discusses Nancy Pelosi landing in Taiwan. Uber CEO Dara Khosrowshahi speaks with Bloomberg TV to discuss the company’s performance in the recent quarter. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

2 Aug 202237min

Phil Orlando, Chief Equity strategist at Federated Hermes, discusses markets and investing. Robert Stimpson, CIO and Portfolio Manager for Oak Associates Funds, discusses markets and investing strategies. Anurag Rana, Senior Software and IT Services Analyst at Bloomberg Intelligence, discusses Apple kicking off its four-part bond sale to fund buybacks and dividends. Emily Wilkins, DC reporter at Bloomberg News, discusses Nancy Pelosi potentially visiting Taiwan and the implications for the US. Stephanie Pierce, CEO of Dreyfus, Mellon & ETFs at BNY Mellon Investment Management, talks about the firm’s sponsored ETF offering as well as the index and money markets business. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

1 Aug 202227min

Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about the fight for energy in the Ukraine war, European energy security and a potential German crisis, and the outlook for the global energy market. Aoifinn Devitt, CIO at Moneta, joins the show to talk investing and market outlook amid recent GDP data and interest rates hikes. Neil Grossman, former CIO at TKNG Capital, joins the show in studio to talk about the Fed and why he believes they should be much more aggressive in combating inflation. Maria Tadeo, Europe reporter for Bloomberg News and with the Bloomberg Opinion team, discusses her recent column: “The Days of ‘Germany Knows Best’ Are Over." Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

29 Jul 202227min

Yelena Shulyatyeva, Senior US Economist with Bloomberg News, discusses the economic outlook for the second half of the year following the latest GDP figures. Rick Pitcairn, CIO at Pitcarin, discusses investment strategies and the outlook for a recession in the US. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss the FOMC meeting and economic outlook in the US. Barry Biffle, CEO of Frontier Airlines, discusses the company’s attempted merger with Spirit Airlines falling through and JetBlue’s attempts to secure Spirit. Chris Concannon, COO and President at MarketAxess, discusses markets and investing in 2022. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

28 Jul 202234min

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the Fed, economy, and investing strategies amid inflation. Sonali Basak, Wall Street reporter with Bloomberg News, discusses Credit Suisse’s leadership change. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting Wednesday and the outlook for a recession. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Jul 202234min

Natalie Trevithick, head of Investment Grade Credit Strategy at Payden & Rygel, discusses the economy and investment strategies in the second half of the year. Valentin Nalyvaichenko, member of Ukrainian Parliament and former head of the Security Service of Ukraine, joins the show to discuss the latest on the war in Ukraine. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, talks about Walmart earnings and the overall outlook for retail. Brad Evans, Senior VP and Portfolio Manager at Heartland Advisors, talks about small caps and active value. Brent Donnelly, president at Spectra Markets, discusses Fed framework, the US Dollar, and prepping for the FOMC meeting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

26 Jul 202233min

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and the bond market. Christoph Rauwald, Bloomberg News Bureau Chief in Frankfurt, discusses Volkswagen’s leadership change. Anna Wong, Chief US Economist with Bloomberg Economics, discusses the Bloomberg Economics model outlining the stickiness of inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

25 Jul 202225min