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
The War’s Impact On Global Markets And Oil 28.02.2022 22:30
Pete Earle, Economist at the American Institute of Economic Research, discusses markets, the economy amid inflation and war, and gives his economic outlook for 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses commodities amid the Ukraine-Russia war. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks about the economy and markets in 2022. Son...
The Markets, Ukraine, And Biden’s SCOTUS Pick 25.02.2022 23:10
David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war and how it shifts the economic outlook in 2022. Lauren Hein, Head of Advisor Relations at ROBO Global, talks about tech equities reacting to the Ukraine war. Tom Orlik, Chief Economist with Bloomberg Economics, discusses the Bloomberg “Big Take” story on t...
Inflation, Consumer Sentiment, And Labor 23.02.2022 19:44
Adam Gold, Founder and CIO at Katam Hill, LLC, discusses markets, investing, and the economy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, discusses inflation and its impact on retail and consumers. Steve Kane, co-CIO and Generalist Portfolio Manager with TCW Group, discusses inflation and the Fed. Tara Jaye Frank, equity strategist, author, and President and CEO of TJF C...
Market And Supply Chain Pressures 22.02.2022 21:29
Tom Mantione, Managing Director with UBS Private Wealth Management, talks about the markets, investing, and economic pressures in 2022. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of Municipal Bond Group at Federated Hermes, discusses the bond market and economy in 2022. Ronen Samuel, CEO of Kornit Digital, talks about how the supply chain is affecting the fashion industry and gives...
Markets, ETFs, and Commodities 18.02.2022 24:54
Mark Yusko, CEO and CIO of Morgan Creek Capital Management, discusses markets and gives his economic outlook for 2022. Katie Greifeld, Bloomberg QuickTake anchor and cross asset reporter with Bloomberg News, discusses ETFs and the economy in 2022. Michael McKee, Global Chief Economist with Bloomberg News, talks about the Federal Reserve, interest rates, and the economy. Mike McGlone, Bloomberg Int...
Markets, Energy, And Esports (Podcast 18.02.2022 19:22
Chris Harvey, Head of Equity Strategy at Wells Fargo, discusses investing and the economy amid rising inflation and geopolitical tensions. Angie Gildea, KPMG US Energy Sector Leader, discusses rising oil prices and energy outlook in 2022. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 economic outlook. Grant Johnson...
Investing, ETFs, And The Economy 17.02.2022 25:00
Mark Yusko, CEO and CIO of Morgan Creek Capital Management, talks about markets, investing, and inflation. Michael McKee, Global Chief Economist for Bloomberg News, discusses the Federal Reserve and the economy. Katie Greifeld, Bloomberg News Cross Asset reporter and Bloomberg QuickTake co-anchor, discusses ETFs and investments. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence...
The Fed, Retail Sales, and The Great Resignation 16.02.2022 24:34
Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, talks about Fed minutes, inflation, and interest rates. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, talks about central bank activity across the globe and inflation. Andy Hogenson, Global Lead of Consumer Goods, Retail, & Logistics at Infosys Consulting, talks about the retail se...
Market Outlook And Supply Chain Constraints 15.02.2022 23:37
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about inflation, the Fed, and gives his market outlook. Huw Roberts, Director of Research and Sales at Quant Insights, talks about fixed income and gives his econ...
The Markets, Ukraine, Cyberthreats, And Supply Risks 14.02.2022 22:55
Katie Nixon, CIO of Wealth Management at Northern Trust, discusses economic risks and inflation in 2022. David Britton, Global Strategy for Identity & Fraud at Experian, talks about internet fraud and how it affects consumers and businesses. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market and returning to offices. Laura Modi, CEO...
Interest Rates, Data Protection, And NBC 11.02.2022 19:48
Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses inflation and investing. Gerry Smith, Bloomberg News media reporter, discusses Super Bowl ad prices, Olympic ratings, NBC, and Peacock streaming. Dave Ellison, Portfolio Manager of Hennessy Large & Small Cap Financial Funds, talks markets and investing in 2022. Sanjay Mirchandani, Commvault CEO, discusses his co...
CPI Data, Cybersecurity, And Tech 10.02.2022 22:06
Avery Sheffield, Co-founder & CIO of VantageRock at Rockefeller Asset Management, discusses CPI data and the consumer sector. Ben Slavin, BNY Mellon Global Head of ETFs Asset Servicing, talks ETFs, investing, and the economy in 2022. TJ Jiang, AvePoint CEO, talks about cybersecurity and managing data. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, talks Disney, Pe...
Investing, Gaming, And Cybersecurity 09.02.2022 25:20
Jay Bryson, Wells Fargo Chief Economist, discusses markets and gives his economic outlook for 2022. Andy Paul, CEO of Corsair Gaming, discusses gaming streaming and computer hardware. Guy Davis, Managing Director and Portfolio Manager at GCI Investors, talks about investing strategies amid inflation and interest rate hikes. Christy Wyatt, President and CEO of Absolute Software Corp., discusses ran...
Markets And The Fed In 2022 08.02.2022 23:50
Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses the state of the economy and gives her market outlook for 2022. Darren Chervitz, Portfolio Manager at Jacob Asset Management, talks about markets and investment strategies in 2022. Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about inflation and volatility. David Katz, President and CIO of Matr...
Markets, Labor, And The Supply Chain 07.02.2022 23:58
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses markets and gives his economic outlook in 2022. Priya Misra, Managing Director and Global Head of Rates Strategy, talks about Fed pricing, inflation, and the economy. Nolan Church, CEO at Continuum, talks about executive employment and the state of labor in the US. Ann Fandozzi, CEO...
Markets, Fintech, Cars, And Ice Cream 28.01.2022 29:40
Liz Young, Head of Investment Strategy at SoFi, joins the show to talk about markets and the economy in 2022. Robin Vince, Vice Chair and CEO of Global Market Infrastructure at BNY Mellon, joins the show to discuss fintech, the latest fintech acquisition by BNY Mellon, and talks about reopening New York. Ed Ludlow, West Coast correspondent for Bloomberg News, and Bloomberg TV producer Laura Wright...
The US Economy And Investing In Tech And Healthcare 27.01.2022 24:17
Seth Carpenter, Morgan Stanley Chief Economist, talks about his US economic outlook for 2022 amid inflation and interest rate hikes. Lisa Chai, Partner at ROBO Global, talks about tech investment and gives her tech outlook in 2022. Derek Ellington, Head of Small Business Banking at Wells Fargo, talks about how supply chain bottlenecks, inflation, and economic pressures are squeezing small business...
Interest Rates And Inflation In 2022 26.01.2022 20:24
Ed Price, Senior Fellow and former British trade official at NYU, talks about the FOMC meeting and economic risks in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, talks about investing strategies amid inflation in 2022. Laird Landmann, Generalist Portfolio Manager in TCW’s Fixed Income group, joins the show with the latest on fixed income and...
Market Volatility, Real Estate, And The Supply Chain 25.01.2022 20:52
Ellen Zentner, Morgan Stanley Chief US Economist, talks about the upcoming FOMC meeting, the US economy, and inflation. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board, breaks down monthly consumer confidence data. Hessam Nadji, CEO of Marcus & Millichap, talks about the real estate sector and hybrid work. Laura Modi, CEO and co-Founder of Bobbie – a female-fou...
Markets, Healthcare, And The Supply Chain 24.01.2022 28:00
Katie Nixon, CIO of Wealth Management at Northern Trust, discusses inflation risks and interest rates in 2022. Waqaas Al-Siddiq, CEO of Biotricity, talks about what he believes will be the post-pandemic “new normal” when it comes to healthcare delivery. Gene Seroka, Executive Director of the Port of LA, has the latest on supply chain bottlenecks and labor. Jill Garvey, Senior VP and Senior Wealth...
Markets, Oil, And Green Hydrogen 21.01.2022 22:54
Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Management, talks about markets, interest rate hikes, and gives his 2022 economic outlook. Regina Mayor, Principal, Global Sector Head of Energy at KPMG, joins the show to discuss gas prices and gives her outlook for the energy sector in 2022. Bane Hunter, CEO of GetSwift, discusses SaaS technology and combatting supply ch...
Inflation, Health Tech, And Alcoa’s Strong Q4 20.01.2022 28:12
Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company’s Q4 earnings, the aluminum market, and pivoting into a carbon-conscious future. Nina Deka, Senior Research Analyst with ROBO Global, discusses health tech investment. David Kudla, Founder, CEO, and Chief...
Markets, Fixed Income, And Crypto Investments 19.01.2022 21:56
Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses markets and inflation as the Fed looks to hike interest rates this year. David Dietze, Managing Principal and Senior Portfolio Manager at Gladstone Bank, discusses markets, investing, and gives his 2022 market outlook. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Fed...
Markets, REITs, And Flying Private 18.01.2022 24:58
Adam Coons, Portfolio Manager with Winthrop Capital Management, discusses markets, interest rate hikes, and gives his 2022 economic outlook. Liz Young, Head of Investment Strategy at SoFi, joins the show to talk markets and the economy in 2022 amid Fed tightening. Jeffrey Langbaum, Bloomberg Intelligence Senior REIT/CRE Equity Analyst, joins the show to discuss companies leasing office space and t...
Retail Sales, Inflation, And Solar Energy 14.01.2022 23:09
David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joins the show to discuss markets and the economy. Brett Moyer, CEO, President, and Chairman of Summit Wireless Technologies, talks about the latest trends in home entertainment, WiSA technology, and giv...
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