Bloomberg Intelligence

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Officer at Verdence, joins the show to talk about markets, investing, and his outlook for the economy. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the cannabis industry and how his company is navigating current economic conditions. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Okt 202331min

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS. Hosted by John Tucker, Bailey Lipschultz and Carol Massar.  See omnystudio.com/listener for privacy information.

2 Okt 202357min

Jon Hirtle, Executive Chariman at Hirtle Callaghan & Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the digital asset space, and the SEC. Nimrit Kang, co-CIO and Senior PM at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

29 Sep 202329min

Rob Holmes, CEO of Texas Capital Bank, joins to discuss his business and state of the banking industry. Liz Young, Head of Investment Strategies at SoFi, joins to talk about market strategies and gives her investment outlook. Dr. Lis Castillo Nelis, Biodiversity and Ecosystems Senior Manager at Ramboll, joins to discuss green investments, its strengths and controversies, and where it stands following climate week. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, joins to talk markets and investing strategies and gives his outlook for a US recession. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Sep 202334min

Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook. Jackie Bowie, Managing Partner and Head of EMEA at Chatham Financial, joins to discuss the outlook for recession in Europe and other parts of the globe and resiliency in the US. Callie Cox, US investment analyst with eToro, joins to talk about markets and investing strategies. Odeta Kushi, Deputy Chief Economist at First American, joins to discuss the housing market and outlook for rates and the economy. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins to discuss commodities, metals, and crypto. Eileen Mullaney, workforce transformation lead at Vialto Partner’s discussing the company’s latest findings on labor and work-from-office trends. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Sep 202349min

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the Jamaican government, joins to discuss Jamaica’s rare credit upgrade and outlook for the country’s finances. Gary Shilling, president at A. Gary Shilling & Co., joins to discuss his outlook for markets, the Fed, and rate hikes. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed’s most recent decisions and outlook for the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

26 Sep 202354min

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, discusses the impact of a potential government shutdown. Lydia Boussour, EY Parthenon Senior Economist focusing on the US, joins to discuss the Fed, the outlook for inflation, and the outlook for rate hikes and a recession. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Anurag Rana, Senior Tech Analyst with Bloomberg News, joins to talk about Amazon’s acquisition of AI startup Anthropic. AWS CEO Adam Selipsky joins Bloomberg Technology to discuss Amazon’s AI acquisition. Lisa Sturtevant, Chief Economist at Bright MLS, joins to talk about real estate and interest rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

25 Sep 202353min

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the autoworkers strike. Navaid Alam, president and CEO at EVelution, joins to discuss electric vehicle battery materials and EV development. Ankur Daga, CEO of Angara.com, discusses the impact of the G-7 banning Russia diamond imports and other stories in the space. Matt Henriksson, Senior Equity Analyst covering medical technology with Bloomberg Intelligence, joins to discuss Boston Scientific (NYSE: BSX) investor day and new med tech products. Jennifer Rie, Senior Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the latest on Microsoft-Activision. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

22 Sep 202343min