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Michael Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the FOMC meeting this week. Frank Sorrentino, Chairman and CEO of ConnectOne Bank (NASDAQ: CNOB), talks about the strength of the consumer and businesses amid inflation and rising interest rates. Julia Fanzeres, Oils Futures reporter with Bloomberg News, talks about rising oil prices and President Biden visiting the Saudis, likely to discuss oil. Laura Modi, CEO and founder of Bobbie – female-founded infant formula company, talks about the shortage of baby formula in the US, the supply chain, and the challenges her business is facing. Hosted by Paul Sweeney and Matt Miller.
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Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Chris Campbell, Chief Strategist at Kroll, joins the show to talk about the recent inflation data and the upcoming FOMC meeting. Jack Devine, former acting CIA director of operations, former head of CIA’s Afghan Task Force, and Founding Partner and President of the Arkin Group, talks about the China-Taiwan tensions and national security threats from China and Russia amid the Ukraine-Russian war. Nic Carter, Founding Partner at Castle Island Ventures, talks about Bitcoin’s fall and the long-term outlook for crypto. Hosted by Paul Sweeney and Matt Miller.
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Ed Price, Senior Fellow at NYU and former British trade official, joins us in studio to talk about policy makers’ response to European inflation, the ECB, and Boris Johnson. Nishita Henry, Chief Innovation Officer at Deloitte Consulting, discusses the current manufacturing and supply chain challenges businesses face and Deloitte’s new Smart Factory in Wichita, Kansas. Anna Wong, Chief US Economist with Bloomberg News, discusses the latest CPI data. Sonali Basak, Wall Street reporter with Bloomberg News, joins us to discuss her conversation with Goldman Sachs CEO David Solomon about the macro environment and how Wall Street is reacting to the recent inflation data. Hosted by Paul Sweeney and Matt Miller.
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Yasmin Dahya Bilger, Engine No. 1 head of ETFs, discusses ESG investing and investment strategies in 2022. Phil Toews, CEO at Toews Asset Management, discusses defensive investing amid rising interest rates and inflation. Matt Bloxham, Bloomberg Intelligence Senior Analyst, talks about TMT. Jay Bryson, Chief Economist at Wells Fargo, talks about the economic influence of the LGBTQ+ community. Hosted by Paul Sweeney and Matt Miller.
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Tim Johnston, Partner at Blue Horizon, talks about ETF investing and the Blue Horizon BNE ETF, listed on the NYSE: BNE. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Bloomberg’s recent analysis that says calls for peak inflation may be premature and gives her outlook for Fridays’ CPI data. Taimur Hyat, COO at PGIM, discusses why his firm is bearish on crypto. He also discusses fixed income and investment strategies in 2022. Kenneth Leon, CFRA Research Director, discusses the real estate market and rising mortgage interest rates. Hosted by Paul Sweeney and Matt Miller.
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Abhay Deshpande, Founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets, investing, and gives his 2022 economic outlook. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Vince Cignarella, Global Macro Squawk with Bloomberg News, and stocks editor Kriti Gupta, discuss foreign exchange, investing, and markets. Kevin Ali, CEO at Organon (NYSE: ORG), talks about the women’s healthcare market and innovations in women’s health. Hosted by Paul Sweeney and Matt Miller.
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Ros Mathieson, Executive Editor for International Government, joins us in studio to discuss the latest on Europe, including the war in Ukraine and Boris Johnson confidence vote. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Gil Shwed, CEO at Check Point, discusses cybersecurity and ransomware as well as being the longest-standing CEO in NASDAQ history. Rania Sedhom, Managing Partner of the Sedhom Law Group, discusses her recent commentary on Elon Musk’s declaration Tesla employees should work from the office and the legal issues that arise with remote work. Hosted by Paul Sweeney and Matt Miller.
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Julia Pollak, Chief Economist with ZipRecruiter, talks about the May jobs report and the economy in 2022. David Dietze, Managing Principal and Senior Portfolio Strategist of Peapack Private Wealth Management, the wealth management division of Peapack-Gladstone Bank, discusses markets, investing, and the economy. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Nicole Sahin, author and founder of Globalization Partners, talks about international expansion and global hiring on jobs day. Hosted by Paul Sweeney and Katie Greifeld.
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Kumar Galhotra, President of Ford Blue, Ford’s internal-combustion business, joins us from the Ohio Assembly Plant in Avon Lake, Ohio to discuss the latest on the company’s employment, production initiatives, and electric vehicle plans. Emily Chang, host of Bloomberg Technology, discusses Meta COO Sheryl Sandberg leaving the company after 14 years. Brian Kinsella, Senior VP of Product Management at Manhattan Associates, discusses the supply chain and tech. Mary Ellen Iskenderian, President and CEO at Women's World Banking, talks about women working in finance and growing women in the workforce in America and developing nations. Hosted by Paul Sweeney and Matt Miller.
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Steve Matthews, US Economy with Bloomberg News, discusses the Fed shrinking its balance sheet today, the release of Beige Book, and Janet Yellen saying the administration got inflation wrong. Jess Menton, equities reporter with Bloomberg News, discusses the S&P starting June where it began in May and volatility in the markets. David Katz, President and CIO of Matrix Asset Advisors, talks about the markets and where you should put your money in 2022. Fran Rosch, CEO of ForgeRock (NYSE: FORG), discusses his company's performance and software development. Hosted by Paul Sweeney and Matt Miller.
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