Markets Fall Amid New COVID-19 Variant
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, discusses the market drop on Black Friday amid identification of a new coronavirus variant. Jim Sullivan, Managing Director and REIT Analyst for BTIG, discusses how the new COVID variant could impact real estate. Dr. April Kapu, President of the American Association of Nurse Practitioners (AANP), discusses COVID spikes in the US and the latest COVID-19 variant alarming health professionals. Cam Harvey, Professor of Finance at Duke University, talks about the new COVID-19 variant’s impact on markets as well as his new book, “DeFi and the Future of Finance.” Paige Vanfossen, Vice President of eCommerce Operations, DHL Supply Chain, discusses how the new coronavirus variant could affect supply chain bottlenecks and the economy. David Dietze, Managing Principal and Senior Portfolio Strategist at Gladstone Bank, breaks down the markets after close on a tough Black Friday. Hosted by Paul Sweeney, Katie Greifeld, and Guy Johnson.See omnystudio.com/listener for privacy information.
26 Nov 202143min
Examining Labor, Retail, And Renewable Energy Markets
Mark Dowding, the Chief Investment Officer at BlueBay Asset Management, discusses labor, inflation, and other market topics. Elizabeth Ebert, CIO Advisory Partner for CPG, Retail and Logistics, Infosys Consulting, talks about retail sales ahead of the holiday shopping season. UGE International CEO Nick Blitterswyk discusses renewables and solar energy. Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, talks about investing strategies and his new book “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts.” Hosted by Paul Sweeney and Ritika Gupta.See omnystudio.com/listener for privacy information.
24 Nov 202125min
Jerome Powell’s Second Term And The Latest On Markets
Kaleb Nygaard, Senior Research Associate at the Yale Program on Financial Stability and former statistical analyst at the Federal Reserve Bank of Chicago, discusses President Biden’s picks of Jerome Powell as Fed Chair and Lael Brainard as Vice Chair. Jim Chirico, CEO of Avaya, talks about labor shortages, remote work, and how companies are planning returns to offices. Kriti Gupta, Markets correspondent with Bloomberg News, discusses investing news and market outlook for the rest of the year. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about market expectations in the wake of Jerome Powell’s nomination for a second term as the head of the Federal Reserve. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.
23 Nov 202125min
Biden Selects Powell To Lead Federal Reserve Again
Craig Torres, Federal Reserve and U.S. Economy Reporter for Bloomberg News, has the latest on President Biden’s decision to nominate Jerome Powell to lead the Federal Reserve for another term. Brian Vendig, President of MJP Wealth Advisors, gives his market outlook following Powell’s re-nomination. Ian Lyngen, Managing Director and Head of US Rates Strategy in the BMO Capital Markets Fixed Income Strategy Team, further breaks down the selection of Jerome Powell and what impact it may have on investors. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the outlook for electric vehicle and tech markets. Hosted by Paul Sweeney and Taylor Riggs.See omnystudio.com/listener for privacy information.
22 Nov 202124min
The Impact Of A European Coronavirus Lockdown
Janet Elkin, CEO of ICON Medical Network, discusses healthcare labor amid a coronavirus outbreak in Austria and its potential impact on staffing in the US healthcare system. Matt Winkler, Bloomberg News Editor-In-Chief Emeritus, discusses his Rivian piece for Bloomberg Businessweek. Avery Sheffield, Managing Director and Senior Portfolio Manager of long/short equity hedge fund strategy with Rockefeller Asset Management, talks about markets, e-commerce, and the supply chain ahead of the holidays. Jonathan Waite, Senior Research Analyst at Frost Investment Advisors, discusses fourth quarter earnings, the supply chain, and job growth. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
19 Nov 202123min
Economic Forecasts And Fed Chair Uncertainty
Jordan Kahn, CIO of the ACM Funds and Portfolio Manager of the ACM Dynamic Opportunity Fund, talks about markets and Visa stock slumping amid news that Amazon is going to stop accepting Visa payments in the UK due to high fees. Phil Palumbo, the CEO, CIO, and Founder of Palumbo Wealth Management, breaks down the risks of inflation and how it could affect stocks in the coming year. Katie Greifeld, a Cross Asset Reporter for Bloomberg News and Bloomberg QuickTake Co-Anchor, discusses the latest cryptocurrency news and headlines. Louis Navellier, Chairman and Founder of Navellier & Associates, talks about IPO valuations, as well as renewable energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
19 Nov 202128min
A Closer Look At The Fed And Renewables
Janelle Woodward, President of MacKay Shields, talks about inflation, interest rates, the Federal Reserve, and her economic outlook. Vijay Manthripragada, CEO of Montrose Environmental Group, discusses President Biden’s infrastructure bill, COP26, and renewables. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to talk about Federal Reserve tapering and his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller. Barry Ritholtz, the Founder of Ritholtz Wealth Management, a Bloomberg Opinion columnist, and host of Bloomberg’s “Masters in Business,” talks about the supply chain and inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
18 Nov 202126min
Examining The Supply Chain, Labor, And Alternative Energy
Lisa Chai, Senior Analyst at ROBO Global, discusses supply chain issues, holiday shopping, and how warehouses are keeping up. Tom Gimbel, founder & CEO of the staffing and recruiting firm, LaSalle Network, talks about labor and the economy. Jennifer Bartashus, Senior Analyst of Packaged Food & Retail Staples with Bloomberg Intelligence, discusses Wal-Mart earnings and consumer demand ahead of the holidays. Seth Grae, CEO of Lightbridge Corporation, breaks down the energy sector, gas prices, and alternative energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16 Nov 202127min
