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Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss inflation, the US economy, and the outlook for a recession. Maria Tadeo, Europe reporter with Bloomberg Opinion, joins the show to talk about the European energy crisis and UK inflation. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, gives us an overall picture on commodities and dropping oil prices. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), talks about his company’s performance in Q2 and the labor market in the US. Hosted by Paul Sweeney and Matt Miller.
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Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid economic tightening. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss inflation, interest rates, and outlook for the US economy. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst of Package Food and Retail Staples, joins the show to wrap Walmart earnings and previews tomorrow’s Target earnings and retail sales numbers for July. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, green policy, and the Inflation Reduction Act’s climate proposals. Hosted by Paul Sweeney and Matt Miller.
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Hans Dau, CEO of the Mitchell Madison Group, talks about China cutting interest rates and concern over China’s economy. Jay Hatfield, CEO at Infrastructure Capital Management, discusses investing and his market outlook. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Ann Hand, CEO and Chairwoman at Super League Gaming, joins the show to talk about gaming expansion and outlook for the industry amid inflation. Hosted by Paul Sweeney and Matt Miller.
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Christopher McGratty, Head of US Banking Research at KBW, a Stifel company, discusses how another rate hike could be a tipping point for banks. Lizzie Evans, Managing Partner at Evans May Wealth, talks about investment strategies and markets in 2022. Vince Cignarella, Global Macro Strategist with BBG News, joins the show to discuss his stance on the Fed and why he doesn't believe they should be as hawkish in curbing inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, joins the show to discuss the economy after softer-than-expected inflation data came out this week. Daphne Zohar, founder and CEO of drug developer PureTech Health, joins the show to discuss the industry, big pharma, and her experience founding a drug developing company. Hosted by Paul Sweeney and Matt Miller.
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Chance Finucane, Oxbow Advisors Chief Investment Officer, talks about investing strategies amid inflation and rising interest rates in 2022. Daniela Braga, founder and CEO at Defined.ai, joins the show to talk about artificial intelligence in big tech and its growth outlook in the coming years. Vivek Ramaswany, founder of Strive Asset Management and author of the book “Woke, Inc.,” joins us in studio to discuss his company, “excellence capitalism,” ESG and “anti-woke” investing, and other economic and finance-related topics. Mark Elfenbein, CEO of X1 Esports, discusses the global video game market, why it’s falling for the first time since 2015, and the outlook for it in the coming years. Gerry Smith, media reporter with Bloomberg News, talks about Big Ten sports moving away from ESPN and the state of streaming after Disney earnings. Hosted by Paul Sweeney and Matt Miller.
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Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the July CPI report. Lindsey Piegza, Stifel Chief Economist Lindsey Piegza, discusses CPI and the economy. Keith Krach, former Under Secretary of State for Economic, Growth, Energy, and the Environment, and founder of Krach Institute for Tech Diplomacy, discusses the supply chain and economy as well as semiconductor production in the US. Jeffrey Cleveland, director and Chief Economist at Payden & Rygel, talks about the economy, inflation, and whether or not we’re in a recession. Rob Barnett, Senior Analyst with Bloomberg Intelligence, discusses energy prices, CPI, and the Inflation Reduction Act and its impact on energy. Hosted by Paul Sweeney and Matt Miller.
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Tom Gimbel, Founder and CEO at LaSalle Network, talks about the jobs report and hiring in the US. Jack Altman, CEO at Lattice, talks about his company and hiring in the US. Mario Harik, president of LTL Business and Chief Information Officer at XPO Logistics, joins the show to talk about the supply chain, shipping costs, and how it’s all affecting economic activity and business. Shannon Gabriel, Managing Director and head of Leadership Solutions Practice at TBM Consulting Group, talks about retaining top talent amid the Great Resignation and diversifying the talent pool. Hosted by Paul Sweeney and Matt Miller.
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Russell Price, Chief Economist at Ameriprise Financial, discusses markets and the economy in 2022. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, discusses markets and investing. Vince Cignarella, Bloomberg News global macro strategist, joins the show to discuss inflation, markets, and what he expects the Fed to do with interest rates. Hannah Levitt, finance reporter with Bloomberg News, joins the show to discuss Wall Street bonus being poised to plunge. Mei Mei Hu, CEO at Vaxxinity (NASDAQ: VAXX), joins the show to discuss her company, vaccine production, and her appearance at the White House vaccine summit. Hosted by Paul Sweeney and Matt Miller.
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Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Mick Mulroy, co-founder of the Lobo Institute and Former Deputy Assistant Secretary of Defense for the Middle East serving under James Mattis as well as a retired CIA officer and US Marine, discusses Nancy Pelosi's trip to Taiwan and the US strike in Afghanistan that killed an Al-Qaeda leader. Sri Natarajan, Senior Reporter with Bloomberg News, discusses his Big Take story on Goldman Sachs allegedly trying to tarnish two former employees’ reputations. Rhett Buttle, Founder and Principal at Public Private Strategies, joins the show to discuss the CHIPS act and the Biden administration’s challenges and strategies in 2022. Nick Stadtmiller, Director: Emerging Markets at Medley Global Advisors, discusses EMEA and emerging markets. Hosted by Paul Sweeney and Matt Miller.
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Mark Douglas, CEO at MTN, joins the show to discuss streaming and big tech earnings and how results affect the outlook for ad strategies. James McCann, deputy chief economist at abrdn, discusses the economy and interest rates. Emily Wilkins, reporter with Bloomberg Government, discusses Nancy Pelosi landing in Taiwan. Uber CEO Dara Khosrowshahi speaks with Bloomberg TV to discuss the company’s performance in the recent quarter. Hosted by Paul Sweeney and Matt Miller.
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