
Big Take: Xi Jinping's Capitalist Smackdown
Tom Orlik, Chief Economist for Bloomberg Economics, discusses his Big Take story, "Xi Jinping's Capitalist Smackdown Sparks a $1 Trillion Reckoning." David Katz, President and CIO of Matrix Asset Advisors, talks market action and gives his investment outlook. Tim Craighead, Senior European Strategist and Director of Research-Content for Bloomberg Intelligence, discusses EU Markets. Marcus Ashworth, Bloomberg Opinion Columnist, talks about his column, "Are We Stuck With a Stay-at-Home Recovery?" Hosted by Paul Sweeney and Matt Miller. (Kailey Leinz fills in for Paul Sweeney)See omnystudio.com/listener for privacy information.
2 Aug 202127min

Sonic Automotive Reports 2Q Earnings
Jeff Dyke, President of Sonic Automotive, talks 2Q earnings. Michael Loukas, Principal and CEO of TrueMark Investments, discusses inflation and looking to secular growth stocks. Kerry Duggan, RockCreek Advisor and former Deputy Policy Director to then Vice President Biden and White House Climate and Energy Advisor, talks about sustainable investing. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
30 Juli 202126min

Big Take: The Amazon Approaches Point Of No Return
Jessica Brice, Bloomberg's Senior Editor for Latin America News, talks about her Big Take story, "The Amazon Is Approaching Point of No Return In Brazil." Crystal Tse, Deals Reporter for Bloomberg News, discusses the Robinhood IPO. Rahul Sen Sharma, Managing Partner at Indxx, discusses thematic indexing. Bill Smith, Managing Director for CBIZ MHM's National Tax Office, talks about tax regulation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
29 Juli 202126min

Alphabet Earnings And A Look Ahead To Facebook
Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Alphabet and Facebook earnings. Jeffrey Cleveland, Chief Economist for Payden & Rygel, talks about the Fed. Annie Massa, Investing Reporter for Bloomberg News, discusses the upcoming Robinhood IPO. AJ Oden, Investment Strategist at BNY Mellon Investor Solutions, talks about markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
28 Juli 202125min

Big Take: Covid Delivers Reality Check To The World
Robert Langreth, Healthcare Reporter for Bloomberg News, discusses his Big Take story: "Covid Delivers an Unsettling Reality Check to the World." Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks about the latest CCI data. William Cai, Co-Founder and Partner of Wilshire Phoenix, discusses the commodity market. Allison Poliniak-Cusic, Director of Equity Research, Transportation and Industrial Technology for Wells Fargo Securities, talks UPS earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
27 Juli 202125min

Pet Care Demand Post-Pandemic
Aaron Easterly, CEO of Rover, discusses post-pandemic outlook for the pet care industry. Patrick Heim, Co-Founder of SYN Ventures, discusses the rise of ransomware attacks and how the cybersecurity industry is working to stop them. Gabriela Herculano, CEO of iClima, talks about the next generation of climate change investing. Dan Ives, Managing Director of Equity Research at Wedbush Securities, talks Tesla earnings, and other big tech earnings this week. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
26 Juli 202127min

TAAT CEO on Marijuana Legalization & CBD Cigarettes
Setti Coscarella, CEO, TAAT Global Alternatives, discusses marijuana legalization, the impact on smoking alternative companies, and TAAT’s tobacco-free and nicotine-free CBD cigarettes. Brenda O’Connor, Senior Vice President, Financial Advisor for UBS International, discusses the market action this week, earnings, and private equity. Ken McCarthy, Economist and Retail Research Lead for Cushman & Wakefield, discusses commercial real estate, retail, and consumer strength. Greg Staples, Head of Fixed Income for the Americas at DWS Group, discusses markets, treasury spreads, credit, and inflation. Hosted by Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.
23 Juli 202127min

Chipotle CFO on the Challenging Labor Environment
Jack Hartung, Chipotle CFO, discusses earnings, restaurant demand, and hiring. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, discusses treasury yields, and his investment outlook. Nadia Lovell, Senior U.S. Equity Strategist, UBS Global Wealth Management, discusses earnings & her outlook for equity markets. Michael Dean, Bloomberg Intelligence Senior European Autos Analyst discusses Mercedes plans to launch three new all-electric vehicle platforms in 2025. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
22 Juli 202126min






















