A Closer Look At The Fed And Renewables
Janelle Woodward, President of MacKay Shields, talks about inflation, interest rates, the Federal Reserve, and her economic outlook. Vijay Manthripragada, CEO of Montrose Environmental Group, discusses President Biden’s infrastructure bill, COP26, and renewables. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to talk about Federal Reserve tapering and his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller. Barry Ritholtz, the Founder of Ritholtz Wealth Management, a Bloomberg Opinion columnist, and host of Bloomberg’s “Masters in Business,” talks about the supply chain and inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
18 Nov 202126min
Examining The Supply Chain, Labor, And Alternative Energy
Lisa Chai, Senior Analyst at ROBO Global, discusses supply chain issues, holiday shopping, and how warehouses are keeping up. Tom Gimbel, founder & CEO of the staffing and recruiting firm, LaSalle Network, talks about labor and the economy. Jennifer Bartashus, Senior Analyst of Packaged Food & Retail Staples with Bloomberg Intelligence, discusses Wal-Mart earnings and consumer demand ahead of the holidays. Seth Grae, CEO of Lightbridge Corporation, breaks down the energy sector, gas prices, and alternative energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16 Nov 202127min
The Latest On Bond Markets, Fed Strategy And Investment Outlook
Ernesto Ramos, Chief Investment Officer, U.S. at BMO Global Asset Management, discusses the markets, investing, and the Federal Reserve. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about market expectations and fourth quarter outlook. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins the show to discuss bond markets, bond investment, and current investment outlook. Steve Wyett, Chief Investment Strategist at BOK Financial, talks about inflation, quantitative easing, and the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
15 Nov 202126min
Examining The Supply Chain, Markets, And ETFs
Greg Hewitt, Chief Executive Officer of DHL Express USA, talks about supply chain bottlenecks and how it affects the economy. Kurt Sievers, President and CEO of NXP Semiconductors, discusses the supply chain as it relates to the automotive industry, as well as semiconductor manufacturing. Anders Persson, the Chief Investment Officer of Global Fixed Income at Nuveen, talks about the economy and markets. Frank Holmes, CEO and CIO of U.S. Global Investors, discusses jet ETFs and travel outlook for 2022. Hosted by Matt Miller and Taylor Riggs.See omnystudio.com/listener for privacy information.
12 Nov 202127min
Investing Strategies For Crypto, ESGs, And Telecommunications
Maia Becker, Director of Corporate Governance and Responsible Investment with RBC, discussing COP26, investments, and climate change policy. Ido Susan, CEO and co-founder of the telecom company DriveNets, discusses the state of telecom and technological advances in the workplace. Brett Harrison, the President of FTX US, talks about the latest cryptocurrency news and investing in crypto. Wendy Wong, Head of Sustainable Investment Partnerships at New York Life Investments, discusses broader trends in ESGs and strategic investing. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.
11 Nov 202127min
The Latest On Inflation, Crypto Records, And Market Bubbles
Lisa Erickson, Senior Vice President & Co-Head of the Public Markets Group at US Bank Wealth Management, discusses the markets, inflation, and investing. David Katz, Chief Investment Officer at Matrix Asset Advisors, talks about the economy and market outlook. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, talks about the latest cryptocurrency news. Brian Chappatta, Debt Markets Columnist with Bloomberg Opinion, talks about his column on the Federal Reserve’s response to the stock market bubble risk. Hosted by Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.
10 Nov 202125min
Fed Leadership Uncertainty And US Travel Requirements
Lisa Hornby, the head of US Multi-Sector Fixed Income at Schroders, talks about investment outlook after Lael Brainard was interviewed for Fed chair. CEO of Dream Hotel Group Jay Stein discusses international travelers coming to the US amid new vaccine requirements. Jack Truong, James Hardie CEO, discusses labor shortages and the state of the housing industry. Alex Harris, Bond reporter for Bloomberg News, discusses her Bloomberg “Big Take” story on Reddit’s obsession with the Federal Reserve’s overnight reverse-repurchase agreement facility.See omnystudio.com/listener for privacy information.
9 Nov 202125min
Examining The Markets, Berkshire Earnings, And Retail
Marcus Moore, Assistant Portfolio Manager for Zeo Capital Advisors, talks about the markets and credit strategy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about retail investment strategy as the holidays approach. Bloomberg Intelligence Senior Analyst of Property and Casualty Insurance Matthew Palazola discusses Berkshire Hathaway third quarter earnings. Matt Roberts, the CEO of Vacasa, talks about the state of the travel and vacation rental industry. Hosted by Matt Miller and Ed Ludlow.See omnystudio.com/listener for privacy information.
8 Nov 202123min
