Bloomberg Intelligence

George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses Lockheed, Raytheon, and China. Kyle Balkissoon, Hennessy Funds ESG Large Cap ETF co-portfolio manager, joins the program, to discuss ESG skepticism and ETF investing strategies. Kara Murphy, CIO at Kestra Investment Management, joins the program to discuss markets and investing. Bloomberg Wall St...

Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Airbnb earnings, tech layoffs, and other tech companies that are well-positioned for the future and others that aren’t. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset...

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI, Treasuries, and the Fed. David Welch, Bloomberg News Detroit Bureau Chief, discusses his Big Take story on car prices hitting a record high and Ford cutting jobs due to EV costs. Nathan Dean, Senior Policy Analyst, US and Latin America for Bloomberg Intelligence, joins the program to discuss the latest on cryp...

Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the US shooting objects out of the sky, and outlook for US-China relations. Mark Douglas, CEO of MNTN, joins the program in studio to discuss Super Bowl ads after the big game, which companies won, and wh...

Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins the show to discuss the Fed’s rate hike path and global economic activity. Hans Dau, CEO at Mitchell Madison Group, joins the program to disc...

Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, joins not discuss labor in the US, weekly jobless claims, and outlook for jobs. Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses the outlook for markets amid yield curve inversion and...

Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent Portfolio Family of Funds, joins the program to discuss sectors he likes and gives his market outlook. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program t...

Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Inte...

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Andrew Marok, VP of Equity Research at Raymond James, joins us to talk about Act...

Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins, CEO at Appian (NASDAQ: APPN), joins the show to talk about the tech selloff, his company’s performance amid inflation and other economic pressures, and outlook for his company and hiring in the...

Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global recession in 2023. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to talk about the Federal Reserve, rate hikes, and the outlook for a hard landing and recess...

Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and author of Putin's World: Russia Against the West and With the Rest, joins the show to talk about the outlook for the war in Ukraine and geopolitical tensions. George Catrambone, COO and Head of Americas...

Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and sectors she likes amid varying economic headwinds. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in...

Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Financial (NASDAQ: LPLA), joins the show to discuss markets and sectors she likes as economic pressures continue. Ted Oakley, founder and managing partner at Oxbow Advisors, joins to discuss sectors he...

Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. James Clift, Founder of Durable, joins the program to discuss his company and why the ChatGPT “end of the world” talk may be a bit overblown. Don Stei...

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the Fed’s rate hike path, and outlook for the economy. Craig Trudell, Global Automotive Editor for Bloomberg News, joins the program to discuss Toyota’s CEO change. Yelena Shulyatyeva, Senior US Economis...

John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, joins the show to discuss the outlook for equi...

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset M...

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Leonard Livschitz, CEO at Grid Dynamics (NASDAQ: GDYN), joins the show to discuss digital engineering and outlook for the company. Anurag Rana,...

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intelligence Senior Tech Analyst Anurag Rana talks about labor in tech and outlook for big tech companies. Bloomberg Intelligence Senior Analysts Mandeep Singh and Poonam Goyal join to discuss layoffs at Alpha...

Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO and founder of real estate firm CARROLL, joins the show to discuss outlook for the housing market and current state of real estate. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest ne...

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and Managing Director for NewEdge Wealth, joins the program to discuss the outlook for Japan and global economies following the BOJ decision. Monica Defend, Chief Strategist and Head of Amundi Institute,...

Bloomberg Technology Senior Analysts Anurag Rana and Mandeep Singh preview tech earnings and discuss other tech headlines. Chris Violas, CEO at BLAZE, joins the show to talk about the cannabis industry and the cannabis tech his company develops and works on. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic cond...

Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance ,” joins the show to discuss why his legendary yield curve model may be flashing a false signal . T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana’s stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Man...

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jay Hatfield, CEO at...