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Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed’s historic tightening cycle.Dr. Richard Portes, London Business School professor, joins us in studio to talk the ECB decision, the US economy, and bank turmoil. Barry Ritholtz, founder of Ritholtz Wealth Management and host of “Masters in Business,” and Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins for an extended roundtable on the Fed. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at the White House Council of Economic Advisors, joins to talk about her column on the labor market and gives her take on the Fed and regional banks. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the impact of the Fed’s rate hike cycle in real estate and other areas of the economy. Margie Patel, Senior Portfolio Manager at AllSpring Global Investments, joins to discuss how the markets are pricing in the Fed’s possible last rate hike of this tightening cycle. Hosted by Paul Sweeney and Matt Miller.
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Neil Grossman, former CIO at TKNG Capital, joins to break down the Fed’s rate hike path. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan also joins. Omar Aguilar, CEO and CIO at Schwab Asset Management, joins the program to discuss sectors he likes and outlook for markets and the economy on Fed Day. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and her ETF management amid recent turmoil. Bloomberg cross asset reporter Katie Greifeld also joins. Drew Wilkerson, CEO of RXO Logistics (NYSE: RXO), joins to talk freight and supply chain pressures. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, and Tim Courtney, CIO at Exencial Wealth Advisors, join in a roundtable to discuss how markets are digesting more regional bank turmoil and a potential rate hike this afternoon. Sam Fazeli, Head of Euro Research/Pharma analyst with Bloomberg Intelligence, joins to talk Eli Lilly’s Alzheimer’s drug and its stock. Hosted by Paul Sweeney and Matt Miller.
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Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the program to discuss the Fed and outlook for interest rate hikes and a potential US recession. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling negotiations. Geetha Ranganthan, Senior Media Analyst with Bloomberg Intelligence, joins to discuss the potential happy ending for the Hollywood writers’ strike. Simona Mocuta, Chief Economist at State Street, joins the program to discuss the outlook for the economy and markets. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss Tuesday’s regional bank slide. Huw van Steenis, partner at Oliver Wyman, joins us from the Milken Conference in LA to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Paul Sweeney and Matt Miller.
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Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First Republic and outlook for regionals. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, discusses the outlook for markets and the potential for stagflation in the US. Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs, joins the program to talk ETF investing and flows. Krishna Gupta, Chairman at Presto Automation (NASDAQ: PRST), joins to discuss AI tech outlook and opportunities. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to discuss earnings, the insurance industry, and outlook in 2023. Hosted by Paul Sweeney and Matt Miller.
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Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Securities, wraps up the week in Big Tech earnings. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, also joins to talk Amazon. Sylvia Jablonski, CEO at Defiance ETFs, and Bloomberg Intelligence Senior Regional Bank Analyst Herman Chan discuss First Republic Bank. Steve Matthews, US Economy Reporter with Bloomberg News, and Jenny Surane, Finance Reporter with Bloomberg News, join to break down the Fed’s report on the failure of Silicon Valley Bank. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Chevron and Exxon earnings. Kevin Sayer, CEO at Dexcom (NASDAQ: DXCM), joins to discuss his company’s recent performance, industry trends reimbursement wins for Medicare, the glucose monitor market, and his DTC campaign with Nick Jonas. Hosted by Paul Sweeney and Matt Miller.
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Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.
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Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan and BI Equity Research Analyst Neil Sipes join for a banking roundtable. Herman discusses First Republic and PacWest, and Neil talks about other banks reporting today and tomorrow. Christel Rendu de Lint, head of investments at Vontobel, joins to discuss investing strategies and market outlook for 2023. Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling fight in Washington and its economic impact. Emily Wilkins, reporter with Bloomberg Government, also joins to talk about the political fallout. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins to discuss the latest news and developments in biotech and recent/upcoming pharma earnings reports. Mike Halen, Senior Restaurant Analyst with Bloomberg Intelligence, joins to discuss Chipotle and Wendy’s earnings as well as other company reports on restaurants. He also talks the overall industry and consumer health. Andy Hoffman, reporter with Bloomberg News, joins to discuss the market for luxury watches. Hosted by Paul Sweeney and Matt Miller.
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Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Paul Sweeney and Matt Miller.
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Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN, also joins in a roundtable, to discuss the advertising and financial impact of the cable news shakeup. Randy Frederick, Managing Director of Trading Derivatives, Schwab Center for Financial Research, joins the program to give his market and economic outlooks. Ali Ben Lmadani, CEO at ABL Aviation, joins in studio to discuss aviation investing and airline earnings. Liz Young, Head of Investment Strategy at SoFi, joins to discuss markets, investing, and housing. Brooke Sutherland, Bloomberg Opinion Columnist, joins to talk GE earnings and 3M layoffs. Brian Stelter, author and Walter Shortenstein Fellow at Harvard University, joins to talk about the shake up that rocked cable news yesterday and its impact on Fox News. Hosted by Paul Sweeney and Matt Miller.
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Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.
Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss market conditions, outlook for the economy, and some of his latest research on crypto and digital assets
Ed Price, non-resident senior fellow at NYU and Principal at ERGO, joins the program to discuss his trip to Kyiv and outlook for the war and global markets
Lynn Kirkpatrick, CEO of Ensysce Biosciences (NASDAQ: ENSC, OTC: ENSCW), discusses her company, industry trends, and outlook amid economic headwinds
Matt Chambers, CEO at Curtiss Motorcycle (OTC: CMOT), deemed the “AirBnB of motorcycles,” joins the program to talk about his business, consumer health, and growth in the current economic environment and industry outlook
Hosted by Paul Sweeney and Matt Miller.
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