Cumberland's Kotok: Not Seeing Inflationary Forces Yet
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets, inflation and the recovery. Dan Ives, Managing Director, Equity Research, at Wedbush Securities, on why the tech sell-off offers massive buying opportunities. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on why it's too soon to reopen fully. Tom Gimbel, CEO of global staffing company LaSalle Network, on today's jobs data and the hiring landscape. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
5 Mar 202129min
Vaccine Will Migrate Into Pre-Filled Syringes: BD CEO
Tom Polen, President and CEO of global medical technology company BD, on how covid has accelerated growth for the company's products. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the shock outcome of the OPEC meeting. Richard Cookson, former fund manager and Head of Research at Rubicon and Bloomberg Opinion columnist, on his column: “There Are Early Signs of a Value-at-Risk Shock.” Michael Sonnenfeldt, Chairman TIGER 21 on how the ultra-wealthy are investing and his reaction to the Elizabeth Warren wealth tax plan. Hosted by Paul Sweeney and Matt Miller (Sarah Ponczek filling in for Paul Sweeney).See omnystudio.com/listener for privacy information.
4 Mar 202126min
Madison Reed Sold Hair Color Every 5 Seconds in Pandemic Peak
Amy Errett, Founder and CEO of beauty disruptor Madison Reed, on adapting to the pandemic consumer and 12x growth in 2020. Dan Griffith, Director of Wealth Strategy at Huntington Private Bank, on Elizabeth Warren’s wealth tax proposal. Amanda Albright, Bloomberg muni reporter, on how the aid earmarked for state governments in Biden’s rescue package goes beyond a rescue-- and into stimulus. Alex Webb, Bloomberg Opinion technology and media analyst, on his column: “The Whole Web Pays For Google And Facebook To Be Free.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
3 Mar 202128min
Rotation Out of Tech Is How To Make Money This Year: Nick Colas
Nick Colas, co-Founder of DataTrek Research, on their new market bubble survey. Former FireEye and McAfee CEO David DeWalt on his new cybersecurity-focused SPAC IPO--NightDragon Acquisition Corp. (NDAC)--which implements a new performance-based structure. Steve Rannekleiv, Global Strategist: Beverages at Rabobank, on Covid’s long-term impact on the wine industry. Stefan Nicola, German business reporter for Bloomberg, on the 4-day work week gaining in popularity. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
2 Mar 202127min
AnitaB.org CEO on Keeping Women Working During Pandemic
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses his current investment outlook after the market rout. Bloomberg News Opinion Columnist Jonathan Bernstein talks about Biden's ratings showing hardening polarization. Timothy Fiore, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, breaks down the February ISM report. Brenda Darden Wilkerson, President and CEO of AnitaB.org, shares insight on the call to action she made to the tech industry to keep women working during the pandemic “she-cession.”Hosts: Paul Sweeney and Matt Miller. Producer: Doni Holloway.See omnystudio.com/listener for privacy information.
1 Mar 202126min
Bond Inflation Gauge Is Distorted by Fed: Jim Bianco
Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion contributor, on the bond market tantrum. ICON CEO Dr. Steve Cutler discusses the ICON-PRA Health Sciences deal, the largest healthcare transaction this year at $12 billion. Katherine Chiglinsky, Bloomberg insurance reporter, on Warren Buffett's annual letter. Erik Wasson, Bloomberg congressional reporter, on House poised to pass stimulus as minimum wage hike is dealt a blow. Hosted by Paul Sweeney and Matt Miller (Lisa Abramowicz filling in for Matt Miller).See omnystudio.com/listener for privacy information.
26 Feb 202125min
Analyst Mike Mayo: Banks Are On the Road To Record Efficiency
Mike Mayo, Senior Banks Analyst at Wells Fargo Securities, on why bank stocks are on the rise. Bess Freedman, CEO of New York-based brokerage Brown Harris Stevens, on 2021 market conditions and trends. Jim Anderson, CEO of SocialFlow, on Australia passing a law that makes Facebook and Google pay for news. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
25 Feb 202134min
Ark Funds Are Taking In As Much Flows As BlackRock: BI's Balchunas
Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence, on the story riveting the ETF market: Cathie Wood and the Ark Funds. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the economy and key takeaways from Jay Powell’s testimony. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond market selloff and outlook for fixed income markets. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, discusses Johnson & Johnson's pending emergency use approval for its one-shot vaccine. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
24 Feb 202130min
