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Alison Williams, Bloomberg Intelligence Senior Global Banks & Asset Managers Analyst, joins the show to discuss Citic Securities outpacing Goldman Sachs as the top share sale arranger and Credit Suisse’s troubles. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to talk about whether the Fed is going too far with raising rates as well as instability in the UK. Jonathan Webb, CEO at AppHarvest (NASDAQ: APPH), discusses commodity prices, inflation, and the supply chain and how that’s affecting food distributors and food services. Patricio Alvarez, equity research analyst with Bloomberg Intelligence, joins the show to discuss RWE and Con Edison. Sonali Basak, Bloomberg News Wall Street reporter, and Paul Davies with Bloomberg Opinion discuss Credit Suisse. Kevin Tynan, Bloomberg Intelligence Senior Autos Analyst, joins the show to discuss Tesla missing estimates despite securing record deliveries in the third quarter. Hosted by Paul Sweeney and Matt Miller.
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Alfonso Peccatiello, author and former head of fixed income portfolio management at ING Deutschland, joins the show to discuss markets, investing strategies and global headwinds. Bloomberg's Abigail Doolittle joins the show to break down Nike's outlook. Nick Stadtmiller, Director of Emerging Markets at Medley Global Advisors joins the show to discuss geopolitical unrest and global credit pressures. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, joins the show to discuss the latest from the municipal bond market. Dr. Quincy Krosby, Chief Global Strategist for LPL Financial joins the show to discuss market uncertainty and the economy. Hosts are Paul Sweeney and Ed Ludlow, in for Matt Miller.
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Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the housing market and give her insights on markets and interest rates. Dave Harden, Founder and President of Summit Global Investments joins the show to discuss investment strategies and markets. Bloomberg Intelligence Senior Analyst Anurag Rara joins to talk about Apple's downgrade and their outlook. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show to give his take on markets. Jay Bryson, Wells Fargo Chief Economist, joins to discuss the impact a recession could have, particularly on minorities and the Hispanic population. Hosts are Matt Miller and Paul Sweeney.
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Vince Cignarella, Global Macro Strategiest with Bloomberg News, joins the show to discuss the latest from the UK and how it's affecting global markets. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management joins to share her insight on investing and to discuss markets. Bloomberg Health Reporter Robert Langreth joins the show to talk about Biogen and Eisai's Alzheimer's research breakthrough. Al Otero, Portfolio Manager at Armada ETF Advisors joins to talk about ETF investing and home prices. Steve Kane, co-CIO and Generalist Portfolio manager with TCW Investment Management joins for TCW's monthly segment to discuss the latest on fixed income markets. Matt Miller and Paul Sweeney host.
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Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, joins to discuss yields and market response to central banks. Peter Wang, CEO at Cenntro joins to discuss the electric vehicle market and his company. Stephen Gallo, Head of European FX Strategy at the Bank of Montreal joins to discuss currency fluctuations. Sam Dunlap, CIO at Angel Oak Capital joins to talk about the potential for a soft landing in the housing market. Bloomberg Intelligence Senior Analyst Matthew Palazola joins to discuss how much damage Hurricane Ian could cause. Hosts are Matt Miller and Paul Sweeney.
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AJ Oden, Senior Investment Strategist at BNY Mellon Investor Solutions, discusses investment strategies for 2022 into the next year. Nakul Duggal, Senior VP and General Manager of Automotives at Qualcomm Technologies, joins the show to discuss supply chain, chips, auto manufacturing, and outlook for the sectors. Ed Ludlow, west coast correspondent with Bloomberg News, joins the show to talk about the trial of Nikola founder Trevor Milton, which he is covering in New York. Leo Kelly, founder, CEO, and partner of Verdence Capital Advisers, talks about investing and the economy in 2022. Ed Price, senior fellow at NYU and political economist, talks about the UK economy in shambles, Liz Truss’ tax cut, and the political and economic implications of her decision. Hosted by Paul Sweeney and Kriti Gupta.
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Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to break down the Fed’s interest rate hike, the US economy, inflation, and the outlook for a recession. Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and global uncertainty. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss the recent Fed rate hike. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins in studio to talk about passive investing and ETFs. Amy O’Brien, Nuveen Global Head of Responsible Investing, joins the show during NYC climate week to talk about ESG investing, how attitudes have shifted from the strategy, and outlook for responsible investing. Hosted by Paul Sweeney and Matt Miller.
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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discuss interest rates and the September FOMC meetings. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss the Fed, inflation, and outlook for a recession. Rich Freuhauf, Chief Strategy and Sustainability Officer at US Steel (NYSE: X), joins the show to talk about his company, the supply chain, and outlook for production in 2022. David Welch, Detroit Bureau Chief with Bloomberg News, discusses Ford’s grim outlook and the Porsche IPO. David Zaikin, founder and CEO of Key Elements Group, joins the show to talk about the Russia-Ukraine war, Vladimir Putin, and Nord Stream. Hosted by Paul Sweeney and Matt Miller.
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William Huston, CIO at Bay Street Capital Holdings, joins the show to discuss markets and investing outlook. Markus Schomer, Managing Director and Chief Economist at Pinebridge Investments, joins the show to talk about the outlook for the economy in the US and economies around the globe, and previews this week's FOMC meetings. Leigh-Ann Gerrans, radio anchor and producer for Bloomberg News in London, joins the show to discuss the funeral of Queen Elizabeth II. Katie Greifeld, cross asset reporter at Bloomberg News, discusses the Congress stock trading ETFs and gives us the latest on the crypto slide this morning ahead of September’s FOMC meetings. Christoph Rauwald, Bloomberg News bureau chief in Frankfurt and Munich, joins the show to discuss the Porsche IPO. Hosted by Paul Sweeney and Matt Miller.
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Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head of autos and industry coverage for Bloomberg News in Europe, joins the show to talk about the Porsche PO and Ferrari’s new “SUV” that’s not an SUV. Tony Hatch, consultant with ABH consulting, discusses the railroad strike and the state of labor in transportation/rails in the US. Lee Klaskow, Senior Analyst – Freight, Transport, and Logistics with Bloomberg Intelligence, joins the show to discuss FedEx, General Electric, and supply chain constraints and costs. Ed Loh, Head of Editorial with MotorTrend, discusses the new MotorTrend Software-Defined Vehicle Innovators Awards program, car tech trends, and EV trends. Hosted by Paul Sweeney and Matt Miller.
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