$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Markets, 5G, And Supply Chain Bottlenecks

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private...

12 Jan 202224min

The Supply Chain, Semiconductors, And Real Estate

The Supply Chain, Semiconductors, And Real Estate

Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotiv...

10 Jan 202224min

Jobs Day, Labor, And Real Estate Investment

Jobs Day, Labor, And Real Estate Investment

Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor...

7 Jan 202228min

Corporate Political Activity And Markets In 2022

Corporate Political Activity And Markets In 2022

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, in...

6 Jan 202226min

Outlook For COVID-19, Taxes, Energy, And Real Estate

Outlook For COVID-19, Taxes, Energy, And Real Estate

Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for peop...

5 Jan 202227min

Markets, Supply Chain, And Remote Work In 2022

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business S...

4 Jan 202221min

Market And Tech Outlook For 2022

Market And Tech Outlook For 2022

Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Man...

3 Jan 202224min

Markets, Hiring, Supply Chain, And The Ski Industry

Markets, Hiring, Supply Chain, And The Ski Industry

Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Grea...

23 Dec 202126min

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