Bloomberg
Bloomberg Intelligence
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
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Episodes
Queen Elizabeth, Bond Market, Compound King ETFs 09.09.2022 25:44
Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio manager at Winthrop Capital Management joins to give his investment outlook for the rest of this year. Ted Oakley, founder and managing partner at Oxbow Advisors joins to discuss his investment strategies...
The Fed, ECB, M&A, And Rising Prices 08.09.2022 32:31
Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about mergers and acquisitions and outlook for M&A in the coming months and years. Gina Drosos, CEO at Signet Jewelers (NYSE: SIG), joins the show to talk about her company, the diamond...
The Strong Dollar, Apple, And Oil (Podcast) 07.09.2022 34:27
Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo Advisors, joins the show to talk about markets, inflation, and the strong dollar. Ed Ludlow, correspondent for Bloomberg News, joins the show to talk about today’s Apple event and the unveiling of the...
Rates, ESG, Europe, And CVS (Podcast) 06.09.2022 33:34
Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins the show to discuss his recent column about Ron DeSantis and ESG investing. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intell...
Jobs, Quantitative Tightening, And EVs (Podcast) 02.09.2022 32:41
Tom Gimbel, CEO at LaSalle Network, joins the show to discuss labor and hiring on jobs day. John Gulnac, VP at Adecco, joins the show to forecast hiring and talk about recruitment for companies. Kate Duchene, CEO of RGP, joins the show to talk about inflation adding heightened pressure on businesses amidst the tight labor market. Kevin Muir, Prop Trader at Windor Capital and author of the MacroTou...
Markets, Labor, And Bonds (Podcast) 01.09.2022 29:52
Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Christopher McCann, CEO at 1-800-FLOWERS, joins the show to talk about how his business is faring amid inflation, the global fert...
Lending, Markets, Metals, And A Growth Recession (Podcast) 31.08.2022 34:20
Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, joins the show to discuss markets and investing strategies. Abbas Haider, CEO at Aspetto, discusses how his company is helping to ship supplies to Ukrai...
Twitter, Markets, Housing, And Jewelry (Podcast) 30.08.2022 34:16
Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well as how AssetMark is supporting and growing financial advisors. Dan Ives, senior equity analyst and managing director at WedBush Securities, joins the show to discuss Twitter, Elon Musk, and Tesla. Bra...
Wall Street, Energy, And EVs (Podcast) 29.08.2022 31:53
Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies. Amena Bakr, Chief OPEC correspondent and Dubai Deputy Bureau Chief at Energy Intelligence, joins the show to discuss energy prices, OPEC, and outlook for oil output in 2022. Kevin Tynan, Bloomberg I...
Jay Powell, Munis, And ETFs (Podcast) 26.08.2022 31:16
Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed President Loretta Mester speaks with Bloomberg's Michael McKee from Jackson Hole about the economy and interest rates. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, discusses the late...
Markets, Private Equity, And Jackson Hole (Podcast) 25.08.2022 28:24
Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell’s speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to tal...
Investing, Home Prices, And Fast-Food (Podcast) 24.08.2022 31:17
Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Grahn, Vice President and Head of ETF Strategy at AllianzIM, joins the show to talk investing and ETF strategy. Shannon Susko, managing director, co-head of strategic solutions & IR and head of Healt...
Lending, Jay Powell, Oil, And EVs (Podcast) 23.08.2022 33:36
Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape and outlook for economies in Europe amid inflation. Jonnelle Marte, economics and Federal Reserve reporter with Bloomberg News, joins the show to preview Jackson Hole and discuss the outlook for inflat...
Markets, Retail, And Washington (Podcast) 22.08.2022 32:17
Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the show to talk about the fixed income market. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, discusses Adidas leadership and the state of retail post-July sales figures and a few key e...
Inflation, Crypto, Commodities, And Credit (Podcast) 19.08.2022 26:13
Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the show to discuss commodities, Bitcoin sinking, and investing. Soren Bjorn, President, Driscoll’s of the Americas, talks about food prices, inflation, and the supply chain. Carmen Arroyo, cr...
Afghanistan, The Fed, VC, And Inflation (Podcast) 18.08.2022 30:59
Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the Fed and outlook for a recession. Josh Chapman, Managing Partner at Konvoy, joins the show to discuss venture capital and the investment landscape...
Housing, Retail Sales, Energy, And Hiring (Podcast) 17.08.2022 35:11
Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss inflation, the US economy, and the outlook for a recession. Maria Tadeo, Europe reporter with Bloomberg Opinion, joins the show to talk about the European energy crisis and UK...
Home Building, Consumers, And Green Products (Podcast) 16.08.2022 28:10
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 Bar...
China, Ukraine, And Markets (Podcast) 15.08.2022 28:11
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 C...
Banking, Markets, And The Fed (Podcast) 12.08.2022 29:09
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...
Inflation, ESG, Video Games, And Streaming (Podcast) 11.08.2022 34:02
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 stu...
CPI, The Economy, And Energy (Podcast) 10.08.2022 34:00
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 productio...
The Jobs Report And The Economy (Podcast) 10.08.2022 25:19
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, M...
Markets, Job Cuts, And Vaccines (Podcast) 04.08.2022 32:56
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...
Markets, Geopolitics, And Chips (Podcast) 03.08.2022 34:55
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-Q...
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