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Tom Porcelli, Chief US Economist for RBC Capital Markets, discusses rates, markets, and the economy. Frank Holmes, CEO & CIO of U.S. Global Investors, and Executive Chairman of HIVE Blockchain Technologies, discusses cryptocurrency and the markets. Mo Haghbin, Chief Operating Officer of Invesco Investment Solutions, talks markets and their factor investing study. Janet Lorin, Higher-Education Finance Reporter for Bloomberg News, discusses recent university endowment returns. Hosted by Paul Sweeney and Kailey Leinz.
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John Wu, President of Ava Labs, discusses China's cryptocurrency crackdown. Josh Duitz, Portfolio Manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI) at Aberdeen Standard Investments, talks about investing implications of the infrastructure bill. Tracie McMillion, Head of Global Asset Allocation Strategy for Wells Fargo Investment Institute, discusses their globalization report. David Harden, CIO of Summit Global Investors, talks markets. Hosted by Paul Sweeney and Matt Miller.
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Brad Dillman, Chief Economist for Cortland, talks housing data. Ataman Ozyildirim, Director of Economic Research and Global Research Chair at the Conference Board, on the monthly LEI data. Robert Lam, Co-Head of Credit at Man Numeric, discusses strategies driving ESG integration into fixed income markets. Chris Gaffney, President of World Markets at TIAA Bank, talks markets and the Fed. Hosted by Paul Sweeney and Matt Miller.
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Tom Stringfellow, Chief Investment Strategist for Argent Trust Company, talks markets and the Fed. Danielle DiMartino Booth, CEO & Director of Intelligence at Quill Intelligence, discusses the Fed. Alan Adelman, Senior Fund Manager and Senior Research Analyst at Frost Investment Advisors, talks markets. George Evans, Chief Investment Officer of Global Equities for Invesco & Lead Manager of the Invesco Oppenheimer International Growth Fund (OIGAX), discusses markets and his MANTRA investment themes. Hosted by Paul Sweeney and Matt Miller.
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Chad Oviatt, Senior Vice President, Director of Investment Management at Huntington Private Bank, discusses the viability of the reopening trade, equity allocation, and the tax debate. Craig Giammona, Bloomberg US Real Estate Team Leader, discusses the impact of supply chain shortages on housing. Bryan Fairbanks, CEO of Trex, discusses company performance during the pandemic, supply chain issues, and the growth outlook. Fernando Valle, Bloomberg Intelligence Oil & Natural Gas Analyst, discusses ConocoPhillips's deal to acquire Royal Dutch Shell Plc’s Permian Basin assets for $9.5 billion.
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Sylvia Jablonski, CIO at Defiance ETFs, discusses the global stock rout, fiscal spending, the housing market, and sectors to watch. Jose Herrera, Co-Founder & CEO of Horatio, discusses the changes to the customer experience tech industry, and supply chain disruptions. RJ Gallo, Senior Fixed Income Portfolio Manager & Head of the Municipal Bond Group at Federated Hermes, discusses the Federal Reserve taper timeline, and the municipal bond space. Alan Crawford, Bloomberg Government Senior Editor, discusses his Big Take Story, Soaring Housing Inequality Is Now a Global Political Faultline. Hosted by Paul Sweeney and Matt Miller.
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New York City mayoral candidate, Eric Adams, discusses the future of the city. Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, talks markets and what we expect to see from Congress in the coming months. Seth Carpenter, Global Chief Economist at Morgan Stanley, discusses markets and the outlook for global central banks. David Dietze, Managing Principal & Senior Portfolio Strategist at Peapack Private Wealth Management, talks markets. Hosted by Paul Sweeney and Matt Miller.
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Ed Ludlow, West Coast Correspondent covering rockets and big tech for Bloomberg News, discusses the recent SpaceX launch. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his current investment outlook and stock picks. Ian Balina, Founder & CEO of Token Metrics, talks crypto investment strategies. Anjee Solanki, National Retail Director for the U.S. at Colliers, discusses the latest U.S. retail data. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)
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Everett Millman, Precious Metals Specialist with Gainesville Coins, discusses the commodities market. Kristina Hooper, Chief Global Market Strategist at Invesco, talks markets and the economy. Chance Finucane, CIO of Oxbow Advisors, discusses three cyclical stocks to watch. Adam Coons, Portfolio Manager and Trader at Winthrop Capital Management, gives his current investment outlook. Hosted by Paul Sweeney and Matt Miller.
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Maya Winkelstein, CEO of Open Road Alliance, discusses impact investing. Jason Pride, CIO of Private Wealth at Glenmede, talks markets and inflation. Anurag Rana, Senior Software & IT Services Analyst for Bloomberg Intelligence, discusses the Intuit, Mailchimp deal. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Apple's latest event. Hosted by Paul Sweeney and Matt Miller.
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