Hedge Funds, Eco, and AI
Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potential for a hard landing in the US. Anton Posner, CEO at Mercury Resources, joins to discuss supply chain risks amid uncertainty in the Middle East. Jake Saper, General Partner at Emergence Capital, joins to discuss the outlook for artificial intelligence in 2024. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.
28 Dec 202342min
Red Sea, Markets, and Media
Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomberg News, joins to talk moves in oil. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss markets and outlook for the Fed next week. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss the media landscape and outlook for consolidation. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.
27 Dec 202332min
Geopolitics, EM, and Consumers
Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market performance this year and next. Jennifer Lee, BMO Capital Markets Senior Economist, talks about the outlook for the US economy and potential for a soft landing. Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, joins to talk about the holiday shopping season and what to expect from the consumer in 2024. Hosted by Paul Sweeney and Caroline Hyde. See omnystudio.com/listener for privacy information.
26 Dec 202330min
Nike, PCE, and Space
Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Economic Council, joins Kailey Leinz and Guy Johnson for a discussion on the economy and today’s inflation data. Stuart Paul, US Economist with Bloomberg Economics, joins to break down today’s inflation data and gives her outlook for the Fed and rate cuts. Peter Platzer, CEO and founder at Spire Global (NYSE: SPIR), joins to discuss his company and “space-as-a-service." Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.
22 Dec 202338min
Paramount, Apple, and Rally
Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss markets, sectors she likes, and outlook for investing. Mark Gurman, Chief Correspondent for Tech and Apple for Bloomberg News, joins to discuss the company stopping sales of certain Apple Watch models on its website. Seema Shah, Principal Asset Management Chief Global Strategist, joins to give her view on markets and the economy. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
21 Dec 202338min
Rate Cuts, FedEx, and Trump
Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to discuss Donald Trump getting disqualified on the Colorado ballot for 2024, how it will fare in the US Supreme Court, and how Trump’s legal issues will play into 2024. Lee Klaskow, Senior Analyst: Logistics at Bloomberg Intelligence, joins to discuss FedEx’s earnings miss. Matt Palazola, Senior Analyst: P&C Insurance with Bloomberg Intelligence, joins to discuss Aon’s acquisition of NFP. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
20 Dec 202336min
Markets, Shipping, and Lending
Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, joins to preview FedEx earnings, discuss geopolitical tensions affecting shipping lines, and talk about his new podcast. Jeffrey Hirsch, editor of the Stock Trader’s Almanac, joins to discuss his correct market call this year, a potential Santa Claus rally, seasonality, and small caps. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to discuss lending and outlook for financing in the US. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
19 Dec 202336min
Tech, EM, and US Steel
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist with Bloomberg Opinion, joins to discuss Nippon Steel acquiring US Steel, and outlook for M&A as well as industrials in 2024. Penny Foley, Managing Director of Emerging Markets at TCW, joins to discuss the outlook for emerging markets. Wendi Whitmore, SVP and Head of Palo Alto Network’s cybersecurity team, joins to discuss cyber risks and costs for businesses. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
18 Dec 202336min
