Bloomberg Intelligence

Jennifer Lee, Managing Director and Senior Economist at BMO Financial, discusses global inflation, central bank policy in the US and across Europe, and gives her economic outlook for 2022. Brad Dillman, Chief Economist at Cortland, breaks down the latest trends in the housing market. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss energy prices and gives he...

Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, joins the show to discuss markets, the FOMC meeting, and inflation. Mark Douglas, CEO of MNTN, talks about ad tech and putting together a Peloton ad 48 hours after the Sex and the City controversy. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about Fe...

Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about December’s FOMC meeting, inflation, and gives her 2022 economic outlook. Sam Sidhu, President and CEO of Customers Bank, discusses consumer outlook, markets, and the FOMC meeting. Brian Smoluch, CIO of Hood River Capital Management, talks about Fed tapering and inflation. Dan Genter, CEO, CIO, and Chairman of RNC Genter Capit...

Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackRock, talks about municipal bond returns, the potential of higher taxes with Build Back Better, and how taxes will impact municipal bond investment strategies. Sean McCarthy, Chief Executive Officer at...

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, discusses the latest Omicron developments and vaccine effectiveness against the variant. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses...

David Katz, President and Chief Investment Officer at Matrix Asset Advisors, gives his market outlook for 2022 and discusses CPI and inflation. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and CPI data. Mary Ann Miller, VP of Client Experience, Fraud, and Cybercrime Executive Advisor at Prove, has the latest on cybersecurity amid the holiday...

Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the latest tech stocks and how they’ve performed recently. Ian Lyngen, Managing Director and Head of US Rates Strategy at BMO Capital Markets, gives his market outlook for the rest of the year. Ross Klein, Founder and Chief Investment Officer at Changebridge Capital, discusses ESG investment strategies. Tammy Ha...

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about holiday shopping, consumer spending, and her economic outlook for the rest of 2021. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, talks about inflation and gives his market outlook. Mike Vogelzang, Chief Investment Officer & Managing Director at CAPTRUST, discusses the economy and inves...

Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management Company, discusses inflation, Fed tapering, and his market outlook for 2022. Anabel Fernandez, Interim CFO and Treasurer of Dream Finders Homes, talks about selling homes in high-growth markets and why she’s bullish on real estate heading into 2022. Tom Jensen, CEO and co-founder of FREYR Battery, talks about how b...

Phil Orlando, Chief Equity Strategist at Federated Hermes, discusses inflation, Fed tapering, and gives his market outlook for 2022. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about equity markets and inflation. Lisa Erickson, Senior Vice President and Co-Head of Public Markets Group at US Bank Wealth Management, offers her...

Dana Peterson, Chief Economist and Center Leader of Economy, Strategy, and Finance at The Conference Board, breaks down the November jobs report. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of the Omicron variant. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the state of employment in the US. Joe Mastrangelo, Ch...

Sofia Song, Global Cities Leader at Gensler, discusses the economic impact of President Biden’s infrastructure bill on cities and urban spaces after the president touted his bill on Tuesday in Minnesota. Will Rhind, CEO of GraniteShares Advisors, LLC, talks about commodities, inflation, oil supply issues, and energy­ investments. Sylvia Jablonski, Chief Investment Officer at Defiance ETFs, talks a...

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research with Bloomberg Intelligence, discusses what we know about Omicron, the latest coronavirus variant, and how effective vaccines can be in limiting its spread. Matt Forester, Chief Investment Officer for Lockwood Advisors at BNY Mellon Pershing, offers his outlook on holiday shopping amid supply chain bottlenecks and the Omicron vari...

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, discusses the market drop on Black Friday amid identification of a new coronavirus variant. Jim Sullivan, Managing Director and REIT Analyst for BTIG, discusses how the new COVID variant could impact real estate. Dr. April Kapu, President of the American Association of Nurse Practitioners (AANP), discusses COVID spikes...

Mark Dowding, the Chief Investment Officer at BlueBay Asset Management, discusses labor, inflation, and other market topics. Elizabeth Ebert, CIO Advisory Partner for CPG, Retail and Logistics, Infosys Consulting, talks about retail sales ahead of the holiday shopping season. UGE International CEO Nick Blitterswyk discusses renewables and solar energy. Mark Mahaney, Senior Managing Director and He...

Kaleb Nygaard, Senior Research Associate at the Yale Program on Financial Stability and former statistical analyst at the Federal Reserve Bank of Chicago, discusses President Biden’s picks of Jerome Powell as Fed Chair and Lael Brainard as Vice Chair. Jim Chirico, CEO of Avaya, talks about labor shortages, remote work, and how companies are planning returns to offices. Kriti Gupta, Markets corresp...

Craig Torres, Federal Reserve and U.S. Economy Reporter for Bloomberg News, has the latest on President Biden’s decision to nominate Jerome Powell to lead the Federal Reserve for another term. Brian Vendig, President of MJP Wealth Advisors, gives his market outlook following Powell’s re-nomination. Ian Lyngen, Managing Director and Head of US Rates Strategy in the BMO Capital Markets Fixed Income...

Janet Elkin, CEO of ICON Medical Network, discusses healthcare labor amid a coronavirus outbreak in Austria and its potential impact on staffing in the US healthcare system. Matt Winkler, Bloomberg News Editor-In-Chief Emeritus, discusses his Rivian piece for Bloomberg Businessweek. Avery Sheffield, Managing Director and Senior Portfolio Manager of long/short equity hedge fund strategy with Rockef...

Jordan Kahn, CIO of the ACM Funds and Portfolio Manager of the ACM Dynamic Opportunity Fund, talks about markets and Visa stock slumping amid news that Amazon is going to stop accepting Visa payments in the UK due to high fees. Phil Palumbo, the CEO, CIO, and Founder of Palumbo Wealth Management, breaks down the risks of inflation and how it could affect stocks in the coming year. Katie Greifeld,...

Janelle Woodward, President of MacKay Shields, talks about inflation, interest rates, the Federal Reserve, and her economic outlook. Vijay Manthripragada, CEO of Montrose Environmental Group, discusses President Biden’s infrastructure bill, COP26, and renewables. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to talk about Federal Reserve...

Lisa Chai, Senior Analyst at ROBO Global, discusses supply chain issues, holiday shopping, and how warehouses are keeping up. Tom Gimbel, founder & CEO of the staffing and recruiting firm, LaSalle Network, talks about labor and the economy. Jennifer Bartashus, Senior Analyst of Packaged Food & Retail Staples with Bloomberg Intelligence, discusses Wal-Mart earnings and consumer demand ahead...

Ernesto Ramos, Chief Investment Officer, U.S. at BMO Global Asset Management, discusses the markets, investing, and the Federal Reserve. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about market expectations and fourth quarter outlook. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins the show to discuss bond markets, bond investment, and cur...

Greg Hewitt, Chief Executive Officer of DHL Express USA, talks about supply chain bottlenecks and how it affects the economy. Kurt Sievers, President and CEO of NXP Semiconductors, discusses the supply chain as it relates to the automotive industry, as well as semiconductor manufacturing. Anders Persson, the Chief Investment Officer of Global Fixed Income at Nuveen, talks about the economy and mar...

Maia Becker, Director of Corporate Governance and Responsible Investment with RBC, discussing COP26, investments, and climate change policy. Ido Susan, CEO and co-founder of the telecom company DriveNets, discusses the state of telecom and technological advances in the workplace. Brett Harrison, the President of FTX US, talks about the latest cryptocurrency news and investing in crypto. Wendy Wong...

Lisa Erickson, Senior Vice President & Co-Head of the Public Markets Group at US Bank Wealth Management, discusses the markets, inflation, and investing. David Katz, Chief Investment Officer at Matrix Asset Advisors, talks about the economy and market outlook. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, talks about the latest cryptocurrency news. Brian Chappatta, Deb...