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Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder of Bokeh Capital Partners LLC, talks about markets and investing. Toby Rice, president and CEO of EQT Corp, discusses energy supply and gas prices. Jens Eisenschmidt, Chief European Economist and Managing Director at Morgan Stanley, discusses markets and outlook for Euro economies. Hosted by Paul Sweeney and Caroline Hyde.
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Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert Falck, founder and CEO of Einride, a Swedish transport company, joins the show to talk about the state of supply chains and how Einride is innovating freight mobility using electric and self-driving vehicles. Carsten Brzeski, ING Chief Economist joins the program to discuss the impact of China's reopening and markets. Charles De Boissezon, Head Equity Strategist at Societe Generale joins the show to discuss his outlook for trading heading into 2023. Hosts are Paul Sweeney and Caroline Hyde.
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Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence joins the program to discuss the funding bill in Congress and crypto legislation. Joe Mathieu, host of Bloomberg's "Sound On", talks Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to discuss investing for the ultra-wealthy and gives his market and economic outlook. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management joins the show to discuss his sector and stock picks, and gives his outlook of the equity market. Rob Thummel, portfolio manager at Tortoise, joins the show to discuss the energy market, energy prices, and outlook for 2023. Zayn Kaylan, CEO and director at Infinity Stone Corp joins the program to discuss electric vehicle battery production, lithium development, and the lithium supply chain. Hosted by Matt Miller and Paul Sweeney.
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Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outlook for the economy and equities. David Katz, with Matrix Asset Advisors, also joins to discuss equities and gives his market outlook. Bloomberg host Tom Keene discusses the passing of Scott Minerd. Reade Pickert, US economy reporter and editor with Bloomberg News, joins the show to discuss the trading surge that preceded the latest CPI and how it’s kept secret before being put out. Danny Rice, CEO of Rice Acquisition Corp. II (NYSE: RONI), joins the show to discuss SPACs, investing in energy companies, and supply-side decarbonization solutions. Admiral James Stavridis, Bloomberg Opinion columnist, joins us to discuss the war in Ukraine, Zelenskiy’s DC visit, and the geopolitical landscape heading into 2023. Hosted by Paul Sweeney and Matt Miller.
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Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tamila Tasheva, permanent representative of the President of Ukraine in the Autonomous Republic of Crimea, joins us from Kyiv and gives us an update on the war in Ukraine on the ground and talks about President Zelenskiy visiting Washington DC. Lee Klaskow, Senior analyst of freight transport and logistics with Bloomberg Intelligence, joins to talk about FedEx. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to talk about outlook for the equity and bond markets. Zeno Mercer, research analyst with ROBO Global, discusses outlook for the tech sector and artificial intelligence and its intersections with the auto industry. Hosted by Paul Sweeney and Kriti Gupta.
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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence join us for an extended roundtable to discuss the Bank of Japan move.Bloomberg host Kathleen Hays joins us to discuss the Bank of Japan move. Rosa Whitaker, President and CEO of the Whitaker Group & the first ever assistant US trade rep for Africa (appointed by Bill Clinton), joins the program to discuss Africa’s leader summit, climate goals in the New Year, and role African nations are playing in geopolitical tensions across the world. Nick Hayek Jr., CEO at Swatch Group, joins us to discuss his business, retail outlook, and business strategy. Quincy Krosby, Chief Global Strategist for LPL Financial, and Ben Emons, head of fixed income for NewEdge Wealth, join the show in studio to talk markets and outlook for the economy. Lee Klaskow, with Bloomberg Intelligence, joins the program to discuss his 2023 freight outlook. Hosted by Paul Sweeney and Kriti Gupta.
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Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. John Cotterell, CEO at Endava (NYSE: DAVA), joins the program to discuss his company’s performance amid varying economic headwinds, the difficulties tech has faced, and outlook for his company. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil and the global energy market as China sharply reopens and President Biden restores the oil reserves. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Cam Crise, Macro Strategist with Bloomberg News, joins us for a markets roundtable on how equities will close 2022 and outlook for 2023. Liz McCormick, Chief Correspondent with Bloomberg, joins the show to talk about the bond market and corporate debt. Hosted by Paul Sweeney and Kriti Gupta.
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Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. Chris Campbell, Chief Strategist at Kroll, joins the show to discuss recent inflation data and the FOMC meeting. Steven Rossi,CEO at Worksport (NASDAQ: WKSP), joins the show to talk about hydrogen energy and the automotive industry. Dana Telsey, Chief Research Officer with Telsey Advisory Group, joins the show to talk about the latest retail sales and outlook for consumers in 2023. Hosted by Paul Sweeney and Kriti Gupta.
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Vince Cignarella, global macro strategist with Bloomberg News, and Jennifer Lee, Managing Director and Senior Economist with BMO Capital Markets, join to discuss the Fed and inflation and other central bank activity in Europe and Asia. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins us in studio to talk markets, investing, and the economy in 2022. Ira Jersey, Chief US Interest Rates strategist with Bloomberg Intelligence, also joins to discuss the Fed. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. George Patterson, CIO for PGIM Quantitative Solutions joins the program to discuss his quant analysis and outlook for the economy and markets. Larry Tabb, Head of Market Structure Research with Bloomberg Intelligence, joins the program to discuss the new SEC plan for Wall Street trading. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” also joins to discuss markets and investing. Hosted by Paul Sweeney and Kriti Gupta.
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Neil Grossman, former CIO at TKNG Capital, and Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the show for an extended roundtable to discuss the Fed’s moves over the past year, outlook for inflation, and the FOMC meeting today. Priya Misra, Global Head of Rates Strategy and Managing Director with TD Securities, joins the conversation to talk about the year for the Fed and outlook. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, joins the show to discuss his 2023 US Defense Contracting outlook and space news. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the show to discuss his most recent column on abortion and the economy. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, and Jay Hatfield, CEO at Infrastructure Capital Management, join the program in studio to discuss energy prices in the US after CPI, outlook for the energy market amid the Ukraine, the nuclear fusion breakthrough, and outlook for energy markets in 2023. Anthony Coniglio, CEO of cannabis REIT NewLake Capital Partners, joins us in studio to talk about outlook for marijuana as NYC nears opening pot shops and legislation continues to be developed for the industry. Hosted by Paul Sweeney and Matt Miller.
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