Wealthy Investing, Market Outlook
Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. Will Nasgovitz, CEO and Portfolio Manager at Heartland Advisors, joins to talk about the outlook for small caps in 2024. Kara Murphy Chief Investment Officer with Kestra Investment Management, joins to discuss markets and investing strategies amid inflation uncertainty. Hosts: John Tucker and Molly SmithSee omnystudio.com/listener for privacy information.
18 Jan 202427min
Cybersecurity, Fed Cut Outlook, Sectors to Watch
Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for an M&A rebound in 2024. Robert Schein, Managing Director and Partner at Blanke Schein Wealth Management, joins to talk about markets, investing, and when the Fed may cut rates this year. Zoe Peden, Partner at Ananda Impact Ventures, discusses backing startups in health, nature, and biotech as Goldman Sachs recently raised $650 million for investing in life sciences startups. Geetu Sharma, founder and investment manager at AlphasFuture, joins to discuss markets and sectors to watch. Ron Sanchez, Chief Investment Officer at Fiduciary Trust International joins to discuss the markets and his investment outlook. Hosted by John Tucker and Molly Smith. See omnystudio.com/listener for privacy information.
17 Jan 202450min
Corporate Diversity, Fed Speak, Health of US Banks
Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at Whalen Global Advisors, discusses bank health in the US amid earnings season. Brad Bernstein, Managing Director at UBS Private Wealth Management, joins to give his market outlook and the view of inflation in 2024. Mike Mullaney, Director of Global Markets Research for Boston Partners, joins to give his outlook on markets and the Fed. Hosts: John Tucker and Jennifer RyanSee omnystudio.com/listener for privacy information.
16 Jan 202433min
Bank Earnings, Energy Uncertainty, Market Concerns
Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty. Dana Peterson, Chief Economist at The Conference Board, discusses the firm’s recent survey that found some of the biggest worries and concerns for global CEOs. Wendy Schiller, Professor at Brown University, joins to discuss the economic and geopolitical fallout of US and allied airstrikes on Houthi rebels in Yemen. Phil Orlando, Chief Equity Strategist with Federated Hermes, joins to talk about market reaction to geopolitical uncertainty, outlook for energy and oil, and his recent note on the labor market. Hosted by John Tucker and Lisa MateoSee omnystudio.com/listener for privacy information.
12 Jan 202434min
Energy M&A, Bitcoin ETFs, and Hertz
Vince Piazza, Senior Industry Analyst: Energy at Bloomberg Intelligence, joins to discuss his note on APA’s purchase of Callon, and why it’s not what it seems. He also discusses Chesapeake Energy buying Southwestern and digs into the broader global energy market and upcoming earnings. James Seyffart, ETF analyst with Bloomberg Intelligence, joins to discuss the beginning of trading for Bitcoin ETFs in the US. Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook, and Schwab’s latest STAX score, which is a proxy to gauge Schwab clients’ exposure to equity markets. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss Hertz’s EV reversal, as it looks to offload a third of its electric vehicle fleet. She can also discuss developments in the cruise industry. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
11 Jan 202436min
CES, Boeing, and Bitcoin
Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace and Airlines, joins to discuss the latest on Boeing and previews airline earnings. Mark Douglas, CEO of MNTN, joins from CES to discuss the latest tech developments in the advertising space, outlook for ads, and what he’s seeing at CES. He is joined by Mark Penn of Stagwell to discuss the MNTN partnership with Stagwell. Greg Taylor, CIO at Purpose Investments, joins to discuss the SEC expected to clear the Bitcoin spot ETF, and managing the first Bitcoin ETF as part of Purpose Investments. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, joins us from CES to discuss the HPE-Juniper deal and other tech/hardware news out of Las Vegas. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
10 Jan 202438min
Consumer Health, The Fed, 50 Companies to Watch
Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024. Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to discuss retail outlook and consumer health. Tim Craighead, Senior European Strategist with Bloomberg Intelligence, joins to discuss the annual Bloomberg publication of 50 companies to watch. Philip Colmar, managing partner and global strategist at MRB Partners, joins to talk markets and investing. Hosted by Paul Sweeney and Lisa MateoSee omnystudio.com/listener for privacy information.
9 Jan 202438min
Boeing, Copper, and Weight Loss
George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark Newton, Managing Director and Global Head of Technical Strategy at Fundstrat Global Advisors, joins to discuss investing in 2024 and outlook for the markets. Roland Harings, CEO at Aurubis, joins to discuss new developments with his company, copper production, and outlook for commodities in 2024. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the Antideficiency Act as it relates to funding the government and legal liability for weight loss drug developing companies. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
8 Jan 202436min
