
BNY's Levine: Inflation Will Be Higher Than Expected
Alicia Levine, Chief Strategist at BNY Mellon, on how the inflation issue will color markets. Jeffrey Rosenberg, Portfolio Manager of the BlackRock Systematic Multi-Strategy Fund, on why there's not much value left in fixed income markets. Molly Schuetz, U.S. technology editor for Bloomberg, on Amazon workers voting against joining a retail union. Brad Repke, Senior Wealth Advisor at Mainstay Capital Management, on this year’s ENGAGE Undergraduate Investment Conference, the largest collegiate investment conference in North America. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
9 Apr 202125min

Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days
Eric Schatzker, Bloomberg Editor-at-Large, discusses his story: “Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days.” Lindsey Piegza, Chief Economist at Stifel, on why additional spending is not the answer. Dr. Steven Corwin, New York-Presbyterian President & CEO, on the covid-19 vaccination rollout success--and why we still need to be cautious. Jared Dillian, Bloomberg Opinion columnist and author of The Daily Dirtnap, discusses his column: “SPACs Aren't the Only Examples of Late Capitalism.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
8 Apr 202126min

CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends
Chris Ailman, Chief Investment Officer at CalSTRS, on his current investment outlook and how he views Biden’s infrastructure plan. Shawn Donnan, Senior Trade and Globalization Reporter for Bloomberg, on how millions are tumbling out of the middle class in an historic setback. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the Fed meeting and market risks. Tuna Amobi, Equity Analyst for CFRA Research, on the outlook for Carnival cruises as travel restarts. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
7 Apr 202127min

IMF's Adrian on Tackling the Uneven Global Recovery
Tobias Adrian, Financial Counsselor, Director of the IMF's Monetary and Capital Markets Department, on the IMF’s spring meeting and growth outlook. Sonali Basak, Bloomberg Wall Street reporter, and Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on Credit Suisse taking a $4.7 billion hit from Archegos implosion. Marvin Loh, Senior Global Macro Strategist at State Street, on his current investment outlook. Panos Panay, Senior Vice President for Global Strategy and Innovation at Berklee College of Music, founder of Sonicbids, and coauthor of "TWO BEATS AHEAD: What Musical Minds Teach Us About Innovation," on innovation in the music industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
6 Apr 202129min

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt
Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. Dr. Win Thin, Global Head: Currency Strategy at Brown Brothers Harriman, on traders exiting the dollar short trade. Chris Stansbury, CFO of Arrow Electronics, on strong demand and the chip shortage. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on his bullish outlook and why he doesn't fear inflation right now. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
5 Apr 202126min

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte
Erica Volini, Deloitte’s Global Human Capital leader, on how workers and companies are viewing the return to work. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, with insights on today’s OPEC meeting. Timothy Fiore, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the blowout March ISM report. Sarah Frier, technology reporter for Bloomberg, on her story: “Facebook Is Letting Anti-Vaxxers Scare Women From Covid Shots.” Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
1 Apr 202128min

TCW's Landmann: Good Time To Get Exposure If 10Yr UST Hits 2%,
Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and how traders will absorb Biden’s spending plan. Nathan Sheets, Chief Economist and Head of Global Macreconomic Research at PGIM Fixed Income, on the impact of Biden’s $2.25 trillion spending plan on the economy. Keshia Clukey, New York correspondent for Bloomberg Government, on NY Governor Cuomo signing bill to legalize marijuana. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Pfizer’s vaccine giving 100% protection for teens and risks to AstraZeneca vaccine. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
31 Mars 202126min

Volvo USA CEO on Chip Shortage, EV Market, Polestar 1
Anders Gustafsson, Head of Volvo Americas Region, and President and CEO of Volvo Car USA, on their new parental leave program, impact from the chip shortage, EVs and new Polestar 1. David Field, Chairman, President and Chief Executive Officer of Audacy, formerly Entercom, on the company’s rebrand, and why sports betting and podcasting will drive growth. Sri Natarajan, senior finance reporter for Bloomberg, on the fallout from the Archegos Capital blow-up and liquidation. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on the March Consumer Confidence Index, and increased growth outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
30 Mars 202125min






















