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Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins the show to discuss the Fed’s rate hike path and global economic activity. Hans Dau, CEO at Mitchell Madison Group, joins the program to discuss the recent eco data coming out of China, outlook for its economy, and outlook for emerging markets like China and inflation in the US. Ward Bortz, ETF Portfolio Manager at Angel Oak, joins the program to discuss ETF outlook for the year and how it’s performing against the broader market. Jack Farchy, Senior reporter of energy and commodities with Bloomberg News, joins the show to discuss his story about commodity trader Trafigura Group facing huge losses via nickel fraud. Hosted by Matt Miller and Kriti Gupta.
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Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, joins not discuss labor in the US, weekly jobless claims, and outlook for jobs. Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses the outlook for markets amid yield curve inversion and further rate hikes. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Brian Egger, Senior Gaming & Lodging Analyst with Bloomberg Intelligence, join in an earnings roundtable on consumer goods and travel. Jen can discuss Kellogg while Brian can discuss Hilton. Matt Smith, Investment Director at the investment firm Ruffer, joins the program to discuss sectors he likes in 2023 in an uncertain market. Hosted by Matt Miller and Kriti Gupta.
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Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent Portfolio Family of Funds, joins the program to discuss sectors he likes and gives his market outlook. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell’s comments from Tuesday and the Fed’s rate hike path. Jonathan Palmer, Senior Industry Analyst with Bloomberg Intelligence, joins the program to break down CVS earnings and discuss their acquisition of Oak Street Health.Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. Hosted by Kriti Gupta and John Tucker.
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Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, discuss the latest on Credit Suisse. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, how it affects US-China relations, and the latest on the Ukraine war. AJ Ahmady, Harvard Senior Fellow and head of corporate financing at Atomic, joins the program to discuss corporate finance and fintech. Hosted by Matt Miller and Kriti Gupta.
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Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Andrew Marok, VP of Equity Research at Raymond James, joins us to talk about Activision earnings, Microsoft’s acquisition, and gaming outlook. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and his outlook for energy and equities. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Matt Miller and Kriti Gupta.
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Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins, CEO at Appian (NASDAQ: APPN), joins the show to talk about the tech selloff, his company’s performance amid inflation and other economic pressures, and outlook for his company and hiring in the tech space this year. Tom Gimbel, CEO and founder of the LaSalle Network, joins via phone to talk about hiring in the US. Laura Modi, CEO and founder of baby formula company Bobbie, joins the program to discuss the baby formula crisis in the US, globally, and outlook for her company and the changes needed for the industry. Hosted by Paul Sweeney and Matt Miller.
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Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global recession in 2023. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to talk about the Federal Reserve, rate hikes, and the outlook for a hard landing and recession in the US. Huw Roberts, Head of Analytics at Quant Insights, joins the show to talk about his findings in quants and outlook for investing in 2023. Carl Riccadonna, Chief US Economist with BNP Paribas, joins us in studio to talk about the US economy and Fed’s rate hike path ahead and with Bloomberg's Katie Greifeld and Jess Menton. Ben Emons, Senior Portfolio Manager and Head of Fixed Income at NewEdge Wealth, joins the program to discuss the latest FOMC meeting. Hosted by Paul Sweeney and Matt Miller.
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Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and author of Putin's World: Russia Against the West and With the Rest, joins the show to talk about the outlook for the war in Ukraine and geopolitical tensions. George Catrambone, COO and Head of Americas Trading at DWS Group, joins the program to talk about stocks and investing. Alexander Loucopoulos, partner at Sciens Water, joins the program to talk about his firm addressing the funding gap in US water infrastructure and outlook for private equity. Hosted by Paul Sweeney and Matt Miller.
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Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and sectors she likes amid varying economic headwinds. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2023. Everett Millman, Chief Markets Analyst at Gainesville Coins, joins the show to talk about the latest breakdown in crypto and also discusses commodities and metals. Hosted by Paul Sweeney and Matt Miller.
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Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Financial (NASDAQ: LPLA), joins the show to discuss markets and sectors she likes as economic pressures continue. Ted Oakley, founder and managing partner at Oxbow Advisors, joins to discuss sectors he thinks can outperform the market in 2023. Lyle Himebaugh, Partner at Granite Group Advisors, talks about markets, valuations, and makes sector picks while giving his outlook for 2023. Keith Naughton, Bloomberg auto reporter joins to talk about the EV market and Ford's decision to slash the price of its Mustang Mach-E. Hosted by Paul Sweeney and Matt Miller.
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