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 potent...
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 Bloomber...
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 perfor...
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 Ec...
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 ...
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 profe...
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 Analys...
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 wit...
18 Dec 202336min
