ESG, TMT, Equality, And Polestar (Podcast)

ESG, TMT, Equality, And Polestar (Podcast)

Yasmin Dahya Bilger, Engine No. 1 head of ETFs, discusses ESG investing and investment strategies in 2022. Phil Toews, CEO at Toews Asset Management, discusses defensive investing amid rising interest rates and inflation. Matt Bloxham, Bloomberg Intelligence Senior Analyst, talks about TMT. Jay Bryson, Chief Economist at Wells Fargo, talks about the economic influence of the LGBTQ+ community. Hosted by Paul Sweeney and Matt Miller.

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Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The ...

12 Okt 201828min

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloombe...

11 Okt 201829min

China Must Decide On Growth Or Deleveraging: Magnus

China Must Decide On Growth Or Deleveraging: Magnus

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief I...

10 Okt 201828min

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy.   Carl Weinberg, Chief Economist at High Frequency Economics, on the IM...

9 Okt 201833min

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his cur...

8 Okt 201828min

I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak

I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak

Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief: Municipal Market discussing the economy. Also jo...

5 Okt 201826min

RedLock CISO: China Chip Hack May Be Just The Beginning

RedLock CISO: China Chip Hack May Be Just The Beginning

Matt Chiodi, Chief Information Security Officer at RedLock, on China's hack into U.S companies, and what companies should be doing.  Edward Hertzman, Founder and President of Sourcing Journal, on the ...

4 Okt 201827min

Too Much Money Chasing Too Few Deals: Oaktree's Marks

Too Much Money Chasing Too Few Deals: Oaktree's Marks

Howard Marks, co-Chairman of Oaktree Capital, discusses his new book, "MASTERING THE MARKET CYCLE: Getting the Odds On Your Side,"and his current outlook for investors. Robert Lawrence, Professor of I...

3 Okt 201836min

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