Private Credit, IPOs, and Washington
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to discuss potential 2024 IPOs, including Reddit, Shein, and SKIMS. Neil Hennessy, Hennessy Advisors Chief Strategist, joins to discuss markets, mid-caps, and gives his stock picks and eco outlook. Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss Washington’s response to Israel, foreign aid, and another shutdown showdown, as well as other DC issues. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
28 Nov 202338min
Israel, Markets, and a Possible Recession
Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of a critical presidential election year. Katy Kaminski, Chief Research Strategist at AlphaSimplex, and whose fund returned nearly 36% to investors last year, joins to discuss markets and investing strategies. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to discuss the outlook for equities and a US recession, after Deutsche Bank called for the S&P to finish at 5,100 in December 2024. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
27 Nov 202334min
Retailers, Vendors, and Gambling
Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIVE!, joins to discuss jobs in the hospitality industry and outlook for the company and the hospitality space. Charles Gillespie, CEO at Gambling.com (NASDAQ: GAMB), joins to discuss his company’s earnings and outlook for sports gambling as we head into peak NFL and college football season, and the NFL’s first Black Friday game ever. Tom McGee, CEO of ICSC, discusses Black Friday and holiday spending retail projections. Hosted by Paul Sweeney and Carol Massar.See omnystudio.com/listener for privacy information.
24 Nov 202334min
Hostage Deal, OpenAI Saga, and Deere Earnings
Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the hostage deal between Israel and Hamas. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the saga at OpenAI as Sam Altman returns as CEO. Bloomberg Technology host Ed Ludlow also joins. Sri Kumar, President at Sri-Kumar Global Strategies, joins to preview the FOMC meeting and gives his outlook for the economy. Chris Ciolino, Industrials Analyst with Bloomberg Intelligence, discusses Deere’s earnings miss. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
22 Nov 202338min
Microsoft and OpenAI, Treasury Auction, and CZ Zhao
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Investor Solutions, joins to discuss the firms’ Capital Market Assumptions report and outlook for a soft landing in the US. Ed Harrison, Senior Editor at Bloomberg News and author of the “Everything Risk” column and Liz McCormick, Chief Correspondent of Macro Markets at Bloomberg News, join for a roundtable discussion on risk assets, the 20-year-bond treasury auction, and outlook for bond and equity markets. Matt Sigel, Head of Digital Assets at VanEck, joins to discuss the Wall Street Journal report on Binance CEO CZ Zhao agreeing to step down and plead guilty. Hosted by Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
21 Nov 202331min
OpenAI and Microsoft, Bitcoin, and Planes
Ed Ludlow, host of Bloomberg Technology, joins to talk about OpenAI, Sam Altman, Microsoft, and the events that unfolded this weekend. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, also joins, to discuss how this impact the opportunity for other AI models. Jim Anderson, CEO and Beacon Software and former CEO of Social Flow, joins to discuss his opinion on “slowing down” AI, the effects AI has on technologies like Cruise, and other views on Ai and Elon Musk. Matt Sigel, Heads of Digital Assets Research at VanEck, joins to discuss Wall Street’s bullish outlook on Bitcoin ETFs and how the Argentinian election could impact Bitcoin prices and risk assets. Ali Ben Lmadani, CEO of ABL Aviation, discusses the Dubai Air Show and airline industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
20 Nov 202337min
Bonus: Hot Pursuit! Talks Hybrids vs. EVs and All Things Audi
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
18 Nov 202325min
A US Recession and Retail Report
Chris Campbell, Chief Strategist at Kroll, discusses his outlook for the US economy and potential for a recession amid this week’s government shutdown. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the electric Kia Sorrento. Norma Chu, CEO of DayDayCook (NYSE: DDC), joins to discuss her company going public this morning and industry and consumer outlook. Dana Telsey, CEO and Chief Research Officer at The Telsey Group, joins to discuss retail sales data from this week and retail stocks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
17 Nov 202334min
