Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental...
9 Maj 202353min
Berkshire, Tyson, Activision, and Apple (Podcast)
Matt Palazola, Senior P&C Insurance Analyst with Bloomberg Intelligence, joins the program to discuss Berkshire earnings. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg I...
8 Maj 202351min
Jobs Day, Berkshire, and Kentucky Derby (Podcast)
Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market and jobs day. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., joins us in studio to talk market reaction to...
5 Maj 202343min
An Extended Breakdown of the Fed and Banks (Podcast)
Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed’s historic tightening cyc...
4 Maj 20231h 18min
The Fed, ETFs, Supply Chain, and Eli Lilly
Neil Grossman, former CIO at TKNG Capital, joins to break down the Fed’s rate hike path. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan also joins. Omar Aguilar, CEO and CIO at Schwa...
3 Maj 202351min
Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)
Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securit...
2 Maj 202349min
Marc Rowan, First Republic, Stagflation, and AI (Podcast)
Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First ...
1 Maj 202356min
Amazon, Oil Earnings, First Republic, and Activision (Podcast)
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Secu...
28 Apr 202354min
