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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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Phil Orlando, Chief Equity strategist at Federated Hermes, discusses markets and investing. Robert Stimpson, CIO and Portfolio Manager for Oak Associates Funds, discusses markets and investing strategies. Anurag Rana, Senior Software and IT Services Analyst at Bloomberg Intelligence, discusses Apple kicking off its four-part bond sale to fund buybacks and dividends. Emily Wilkins, DC reporter at Bloomberg News, discusses Nancy Pelosi potentially visiting Taiwan and the implications for the US. Stephanie Pierce, CEO of Dreyfus, Mellon & ETFs at BNY Mellon Investment Management, talks about the firm’s sponsored ETF offering as well as the index and money markets business. Hosted by Paul Sweeney and Matt Miller.
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Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about the fight for energy in the Ukraine war, European energy security and a potential German crisis, and the outlook for the global energy market. Aoifinn Devitt, CIO at Moneta, joins the show to talk investing and market outlook amid recent GDP data and interest rates hikes. Neil Grossman, former CIO at TKNG Capital, joins the show in studio to talk about the Fed and why he believes they should be much more aggressive in combating inflation. Maria Tadeo, Europe reporter for Bloomberg News and with the Bloomberg Opinion team, discusses her recent column: “The Days of ‘Germany Knows Best’ Are Over." Hosted by Paul Sweeney and Matt Miller.
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Yelena Shulyatyeva, Senior US Economist with Bloomberg News, discusses the economic outlook for the second half of the year following the latest GDP figures. Rick Pitcairn, CIO at Pitcarin, discusses investment strategies and the outlook for a recession in the US. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss the FOMC meeting and economic outlook in the US. Barry Biffle, CEO of Frontier Airlines, discusses the company’s attempted merger with Spirit Airlines falling through and JetBlue’s attempts to secure Spirit. Chris Concannon, COO and President at MarketAxess, discusses markets and investing in 2022. Hosted by Paul Sweeney and Katie Greifeld.
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Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the Fed, economy, and investing strategies amid inflation. Sonali Basak, Wall Street reporter with Bloomberg News, discusses Credit Suisse’s leadership change. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting Wednesday and the outlook for a recession. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and investment strategies in 2022. Hosted by Paul Sweeney and Matt Miller.
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Natalie Trevithick, head of Investment Grade Credit Strategy at Payden & Rygel, discusses the economy and investment strategies in the second half of the year. Valentin Nalyvaichenko, member of Ukrainian Parliament and former head of the Security Service of Ukraine, joins the show to discuss the latest on the war in Ukraine. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, talks about Walmart earnings and the overall outlook for retail. Brad Evans, Senior VP and Portfolio Manager at Heartland Advisors, talks about small caps and active value. Brent Donnelly, president at Spectra Markets, discusses Fed framework, the US Dollar, and prepping for the FOMC meeting. Hosted by Paul Sweeney and Matt Miller.
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Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and the bond market. Christoph Rauwald, Bloomberg News Bureau Chief in Frankfurt, discusses Volkswagen’s leadership change. Anna Wong, Chief US Economist with Bloomberg Economics, discusses the Bloomberg Economics model outlining the stickiness of inflation. Hosted by Paul Sweeney and Matt Miller.
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Pooja Kumra, Senior European Rates Strategist at TD, discusses the ECB raising rates and the European economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, talks about investing and the economy in 2022. Bruce Lavine, CEO at Nightshares, joins the show to talk about launching ETFs to capture the “Night Effect.” Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, discusses Twitter and Snap earnings as well as the social media selloff. Dan Murray, CEO and founder at Vertex, joins the show to talk about using tech to help advance industrial companies in America that could be vulnerable to lagging behind. Hosted by Paul Sweeney and Matt Miller.
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Maeva Cousin, Euro-area economist with Bloomberg Economics, discusses the ECB raising rates and the impact of Mario Draghi’s resignation on the Eurozone. Ed Price, senior fellow at NYU and political economist, discusses the ECB, UK inflation, Mario Draghi, and European energy. Ken Monaghan, co-director of high yield at Amundi US, joins us to talk about the bond market, fixed income, and investing. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses markets, labor, and the US economy.. Hosted by Paul Sweeney and Matt Miller.
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Luca Paolini, Chief Strategist at Pictet Asset Management, talks about investment strategies in the second half of the year. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. Mark Douglas, CEO at MNTN, talks about Netflix subscriber losses and other streaming-related topics. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses Bitcoin and crypto’s plunge. Hosted by Paul Sweeney and Matt Miller.
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Steve Wyett, Chief Investment Strategist at BOK Financial, talks about markets and investing in 2022. Ivana Delevska, founder and CIO at SPEAR Invest, talks about tech stocks, including those reporting earnings this week like IBM and Netflix, and industrial tech investing. Liz McCormick, Chief Correspondent of Global Macro Markets for Bloomberg News, talks about yield curve inversions, the bond market, and Euro bonds reacting to the ECB likely raising interest rates. Ted Smith co-founder and president of Union Square Advisors, talks about tech volatility, M&A deals in tech, and trends in deal making. Max Levchin, CEO at Affirm, joins the show to discuss his company and consumer sentiment. Hosted by Paul Sweeney, Matt Miller, Kriti Gupta, and Sonali Basak.
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Sonali Basak, Bloomberg Wall Street reporter, discusses her Big Take story on global economic risks and bank earnings. Sameer Samana, Senior Global Market Strategist at Wells Fargo, talks about investing strategies amid various market pressures. Shaheen Contractor, Bloomberg Intelligence analyst on ESG and ETFs, joins us in studio to discuss ESG assets and outlook for 2022 and beyond. Per Regnarsson, CEO at ClimateRock, talks about going public and the sustainable energy industry. Hosted by Paul Sweeney and Matt Miller.
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