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Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, joins the show to discuss markets and investing strategies. Abbas Haider, CEO at Aspetto, discusses how his company is helping to ship supplies to Ukraine and working with US government as well as their outlook for going public. Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to discuss Jay Powell pursuing a growth recession rather than a soft landing. Luisa Moreno, president of Defense Metals Corp., joins the show to talk about rare earth minerals, the electric power market, and national security. Hosted by Paul Sweeney and Matt Miller.
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Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well as how AssetMark is supporting and growing financial advisors. Dan Ives, senior equity analyst and managing director at WedBush Securities, joins the show to discuss Twitter, Elon Musk, and Tesla. Brad Dillman, Chief Economist at Cortland, joins the show to discuss mortgage interest rates and the Case Shiller Home price index. Alexander Lacik, CEO at Pandora Group, joins the show to discuss managing his company amid inflation, supply concerns, and other economic pressures. Hosted by Paul Sweeney and Matt Miller.
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Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies. Amena Bakr, Chief OPEC correspondent and Dubai Deputy Bureau Chief at Energy Intelligence, joins the show to discuss energy prices, OPEC, and outlook for oil output in 2022. Kevin Tynan, Bloomberg Intelligence Senior Analyst - New Vehicle & Auto Part Manufacturing, joins the show to discuss France’s car leasing plan, California’s long term EV plan, and other EV developments and trends. Maria Tadeo, Bloomberg TV Europe reporter, joins the show to discuss the Euro energy crisis. Hosted by Matt Miller and Kriti Gupta.
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Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed President Loretta Mester speaks with Bloomberg's Michael McKee from Jackson Hole about the economy and interest rates. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, discusses the latest news from the municipal bond market. Steve Matthews, US Economy Reporter with Bloomberg News, joins the show to discuss Jay Powell’s speech at Jackson Hole and outlook for the Fed and its inflation fight. Hosted by Paul Sweeney and Kriti Gupta.
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Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell’s speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to talk about markets, ESG backlash, and investment outlook amid Jackson Hole. John Kline, Managing Director and Co-Portfolio Manager of New Mountain Capital’s Private Credit Portfolio, joins the show to discuss current trends impacting private equity and private credit. Hosted by Paul Sweeney and Kriti Gupta.
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Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Grahn, Vice President and Head of ETF Strategy at AllianzIM, joins the show to talk investing and ETF strategy. Shannon Susko, managing director, co-head of strategic solutions & IR and head of Healthcare at Edelman Smithfield, joins the show to talk about investors’ healthcare allocation. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins the show to discuss home affordability and when home prices might go down. Maribeth Dela Cruz, President of Jollibee Group, North America, joins the show to discuss the fast-food chain’s expansion in the US and globally and doing so amid global inflation and rising food prices. Hosted by Paul Sweeney and Kriti Gupta.
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Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape and outlook for economies in Europe amid inflation. Jonnelle Marte, economics and Federal Reserve reporter with Bloomberg News, joins the show to preview Jackson Hole and discuss the outlook for inflation and the economy. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil prices, OPEC+ action, and the global energy markets. Sam Korus, associate portfolio manager at ARK Invest, talks about the electric vehicle space, competition, and scaling. Hosted by Paul Sweeney and Kriti Gupta.
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Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the show to talk about the fixed income market. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, discusses Adidas leadership and the state of retail post-July sales figures and a few key earnings reports. Sonali Basak, Bloomberg News Wall Street reporter, discusses the latest news on the Street. Annmarie Hordern, Washington correspondent for Bloomberg TV News, joins the show to discuss the latest headlines from DC. Hosted by Paul Sweeney and Kriti Gupta.
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Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the show to discuss commodities, Bitcoin sinking, and investing. Soren Bjorn, President, Driscoll’s of the Americas, talks about food prices, inflation, and the supply chain. Carmen Arroyo, credit reporter with Bloomberg News, joins the show to discuss her story this morning on banks’ retreat from mortgage lending. Hosted by Paul Sweeney and Matt Miller.
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Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the Fed and outlook for a recession. Josh Chapman, Managing Partner at Konvoy, joins the show to discuss venture capital and the investment landscape for video games. Keith Laing, Automotive Regulations Reporter with Bloomberg News, joins the show to discuss the Inflation Reduction Act and the way it impacts the US auto industry. Sadek Wahba, Founder, Chairman and Managing Partner of I-Squared Capital and Member of Council on Foreign Relations, talks about Inflation Reduction Act creating a Green Bank, its key investments, and how it impacts inflation. Hosted by Paul Sweeney and Matt Miller.
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