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Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation. Kim Rivers, CEO at Trulieve, discusses the state of the cannabis industry in the United States. Ed Ludlow, Bloomberg News West Coast correspondent, discusses Rivian keeping its sales goal in place despite supply and production concerns. Hosted by Paul Sweeney and Matt Miller.
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Joanna Ossinger, cross asset reporter with Bloomberg News, discusses Bitcoin’s slide, Coinbase, and other currency and crypto moves. Doug Baker, Portfolio Manager and Head of Preferred Securities Sector Team at Nuveen, talks CPI, markets, and investing in 2022. Michael Dean, Senior European Automotive Analyst with Bloomberg Intelligence, discusses Volkswagen and supply and inflation concerns for car companies. Christian Ledoux, Director of Investment Research at CAPTRUST, talks about CPI, the Fed, and how inflation is affecting markets. Hosted by Paul Sweeney and Matt Miller.
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Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, supply chain, gas prices, and the company’s performance in Q1. Jasen Turnbull, F-150 Lightning Marketing Manager for Ford, discusses the all-electric F-150 pickup and the EV movement. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Matt Miller.
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Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of security in the oil market and the exploding refinery margin. Matthew Miller, Metals and Mining Analyst at CFRA Research, talks about metals and the economy amid war in Ukraine and market swings. Eric Balchunas, ETF analyst with Bloomberg Intelligence, talks about investing, market swings, and ETFs in 2022. Hosted by Paul Sweeney and Matt Miller.
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Ron Sanchez, EVP and CIO at Fiduciary Trust Company International, talks about volatile markets and investing on jobs day. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and interest rate hikes. Kurt Sievers, President and CEO of NXP Semiconductors, an American manufacturer with headquarters in the Netherlands, discusses the supply chain, automotive industry, and semiconductor manufacturing. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and the Fed. 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. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, talks about markets, investing, and the economy. Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about impact investing, energy, and the economy in 2022. Vince Cignarella, Global Macro Squawk with Bloomberg News, discusses foreign exchange, investing, and markets. Hosted by Matt Miller and Katie Greifeld.
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Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global Fixed Income at Nuveen, talks about markets and the Fed. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses stocks that performed well in 2020 during the pandemic but are now facing challenges. John Authers, Senior Editor with Bloomberg Opinion, discusses his column on the likeliness of the Fed engineering a soft landing. Hosted by Paul Sweeney and Kriti Gupta.
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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed raising interest rates, TIPS real yields, and treasury coupon auctions. Joe Mathieu, Washington correspondent with Bloomberg News, discusses the leaked Supreme Court document that shows the high court appears prepared to overturn Roe v. Wade. Matt Winkler, editor-in-chief emeritus at Bloomberg News, discusses his latest Opinion column on Gina Raimondo. Katherine Hawkins, Portfolio Manager and SVP at Vertical Capital Income Fund, discusses housing, investing, and inflation in 2022. Hosted by Paul Sweeney and Kriti Gupta.
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Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Balu Balakrishnan, CEO of Power Integrations, discusses his company, semiconductors, and the supply chain. Nikki Baird, VP of Strategy at Aptos, a global retail technology company, joins the show to discuss retail tech and the state of retail after Amazon’s big miss at the end of last week. And at the Milken Institute Global Conference in Los Angeles, Bloomberg Businessweek’s Erik Schatzker interviews Apollo Global Asset Management CEO and co-founder, Marc Rowan. Hosted by Paul Sweeney and Kriti Gupta.
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Kristine Aquino, Team Leader FX/Rates/Emerging Markets at Bloomberg News, discusses the latest currency moves. Mark Stoeckle, CEO and Portfolio Manager of Adams Funds, talks about investing, the economy, and tech earnings. Simon Casey, Deputy Managing Editor, Energy and Commodities with Bloomberg News, discusses Exxon and Chevron earnings. Retired US Navy Admiral James Stavridis talks about the Ukraine war and his recent Bloomberg Opinion columns on Ukraine. Hosted by Kriti Gupta and Sonali Basak.
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