Instant Reaction: House Passes Funding Bill

Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about mergers and acquisitions and outlook for M&A in the coming months and years. Gina Drosos, CEO at Signet Jewelers (NYSE: SIG), joins the show to talk about her company, the diamond and jewelry industry, and supply and cost concerns. Morgane Delledonne, head of investment strategy for Europe at Global X ETFs, joins the show to talk about the Fed’s path and outlook for central banks across Europe and the globe in combatting inflation. Reade Pickert, US economy reporter and editor with Bloomberg News, joins the show to discuss Jay Powell’s comments at the Cato Institute today and the Fed. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

8 Sep 202232min

Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo Advisors, joins the show to talk about markets, inflation, and the strong dollar. Ed Ludlow, correspondent for Bloomberg News, joins the show to talk about today’s Apple event and the unveiling of the iPhone 14 and other products, as well as outlook for the company. Jordi Visser, president and CIO at multi-strategy advisers, joins the show to talk about crypto and NFTs and how to break through in the crypto winter. Julia Fanzeres, US Oil Futures reporter with Bloomberg News, joins the show to discuss the outlook for energy and oil in the US. Hosted by Paul Sweeney and Matt MilleSee omnystudio.com/listener for privacy information.

7 Sep 202234min

Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins the show to discuss his recent column about Ron DeSantis and ESG investing. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intelligence, joins the show to discuss Liz Truss and Europe’s energy crisis and how it’s all impacting markets. Jonathan Palmer, Senior Equity Research Analyst & Team Leader, Healthcare, joins the show to discuss CVS Health’s acquisition of Signify Health. Sean Joyce, PwC’s global cybersecurity and privacy leader and former Deputy Director with the FBI, joins the show to discuss cybersecurity concerns from the c-suite. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

6 Sep 202233min

Tom Gimbel, CEO at LaSalle Network, joins the show to discuss labor and hiring on jobs day. John Gulnac, VP at Adecco, joins the show to forecast hiring and talk about recruitment for companies. Kate Duchene, CEO of RGP, joins the show to talk about inflation adding heightened pressure on businesses amidst the tight labor market. Kevin Muir, Prop Trader at Windor Capital and author of the MacroTourist newsletter and Bloomberg Opinion, joins the show to discuss his recent Opinion column on why we shouldn’t fear quantitative tightening. Rajesh Jejurikar, Executive Director, Auto & Farm Sectors, at Mahindra Group, joins the show to discuss the company’s electric vehicle development, EV technology, and outlook for the market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

2 Sep 202232min

Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Christopher McCann, CEO at 1-800-FLOWERS, joins the show to talk about how his business is faring amid inflation, the global fertilizer crunch, rising costs, labor, and outlook for the rest of the year into 2023. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins the show to discuss the crucial month for company bond sales and the dot plot rate. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

1 Sep 202229min

Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, joins the show to discuss markets and investing strategies. Abbas Haider, CEO at Aspetto, discusses how his company is helping to ship supplies to Ukraine and working with US government as well as their outlook for going public. Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to discuss Jay Powell pursuing a growth recession rather than a soft landing. Luisa Moreno, president of Defense Metals Corp., joins the show to talk about rare earth minerals, the electric power market, and national security. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

31 Aug 202234min

Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well as how AssetMark is supporting and growing financial advisors. Dan Ives, senior equity analyst and managing director at WedBush Securities, joins the show to discuss Twitter, Elon Musk, and Tesla. Brad Dillman, Chief Economist at Cortland, joins the show to discuss mortgage interest rates and the Case Shiller Home price index. Alexander Lacik, CEO at Pandora Group, joins the show to discuss managing his company amid inflation, supply concerns, and other economic pressures. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

30 Aug 202234min

Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies. Amena Bakr, Chief OPEC correspondent and Dubai Deputy Bureau Chief at Energy Intelligence, joins the show to discuss energy prices, OPEC, and outlook for oil output in 2022. Kevin Tynan, Bloomberg Intelligence Senior Analyst - New Vehicle & Auto Part Manufacturing, joins the show to discuss France’s car leasing plan, California’s long term EV plan, and other EV developments and trends. Maria Tadeo, Bloomberg TV Europe reporter, joins the show to discuss the Euro energy crisis. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

29 Aug 202231min