Bloomberg Intelligence

Erin Browne, Managing Director and Portfolio Manager at PIMCO, discusses macro strategy and investing in 2022. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, discusses investing strategies in the second half of the trading year. Travis Hester, VP of EV Growth Operations at General Motors, talks about the new coast-to-coast EV charging network and the latest EV developments from the company. David Auerbach, Managing Director at Armada ETF Advisors, discusses finding trading opportunities in residential REIT stocks. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

14 Jul 202226min

Sean O’Hara, President of Pacer ETFs, discusses the award-winning COWZ ETF and ETF investing amid inflation and rising interest rates. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, oil, and Delta earnings. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, discusses his latest column on CPI data and evidence of decelerating inflation. Vinh Vuong, Chairman and CEO at Garrison Fathom, talks about crypto regulation, blockchain technology, and the outlook for Bitcoin and crypto. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

13 Jul 202231min

Erica Adelberg, MBS strategist for Bloomberg Intelligence, discusses MBS and mortgage rates. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investing. Ed Price, Senior Fellow at NYU and former British trade official, joins the show to talk about Britain’s economy and the concern once summer ends and we head into the winter months. Bloomberg’s Greg Jarrett interviews lawyer Joe Cotchett on Elon Musk and Twitter. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

12 Jul 202225min

Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Darwei Kung, Head of Commodities and Portfolio Manager at DWS Group, talks about oil, gas, and commodity prices. Alex Webb, QuickTake anchor with Bloomberg News, discusses Elon Musk and Twitter. Burt White, Chief Strategy Officer at The Carson Group, discusses inflation and markets. Hosted by Matt Miller and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

11 Jul 202225min

Jay Bryson, Wells Fargo Chief Economist, talks about the economy and markets in 2022. Andrew Monahan, Asia Credit Managing Editor at Bloomberg News, and Ben Emons, Medley Global Advisors Managing Director, discuss the assassination of former Japanese Prime Minister Shinzo Abe and its economic implications. David Katz, President and CIO of Matrix Asset Advisors, talks about the markets and investment strategies in 2022. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about labor in the US and the June jobs report. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

8 Jul 202235min

John Authers, senior editor with Bloomberg Opinion, joins us to talk about the resignation of Boris Johnson. Masa Takeda, portfolio manager, Hennessy Japan Fund, discusses the Bank of Japan, the economic implications of Sunday’s Japanese election, and the yen. Ed Ludlow, west coast correspondent for Bloomberg News, updates us from Sun Valley, Idaho about all things business and tech. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses yesterday’s Fed minutes, interest rates, and the possibility of stagflation and a recession in the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

7 Jul 202228min

Sonali Basak, Wall Street reporter with Bloomberg News, joins us from Idaho to report on the Sun Valley Conference this year. Raj Rajaratnam, author and former manager of the hedge fund Galleon Group, discusses markets, stocks, and his justice reform mission. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent piece on Boston mayor Michelle Wu. Phil Toews, CEO at Toews Asset Management, discusses behavioral investing and having much of his firm’s assets in cash. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

6 Jul 202233min

Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co., a New Jersey consultancy, and Bloomberg Opinion columnist, discusses the US economy and the outlook for a recession. Reade Pickert, US economy reporter and editor with Bloomberg News, discusses the economic outlook for the second half of the year. Rayne Guest, CEO at ARROWCLEAN, discusses the supply chain and how her business tries to disrupt the cleaning and disinfectant market in a sustainable way. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Jul 202228min