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 Markets And Economy Amid Rising Inflation 13.01.2022 25:36
Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial advisor at UBS, talks about the economy, investing, and gives her market outlook for 2022. Isabelle Winkles, CFO of Braze (NASDAQ: BRZE), talks about Braze, customer and buying trends, and consumer out...
Markets, 5G, And Supply Chain Bottlenecks 12.01.2022 24:32
Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Diana Furchtgott-Roth, adjunct professor at George Washington University and former Deputy Assistant Secretary for Research and Technolog...
The Supply Chain, Semiconductors, And Real Estate 10.01.2022 24:42
Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotive at Qualcomm, discusses the supply chain, semiconductors, and future of driving. Bonnie Stone Sellers, co-Founder and Chair at Forbes Global Properties, talks about the latest trends in luxury real e...
Jobs Day, Labor, And Real Estate Investment 07.01.2022 28:12
Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor and the latest jobs numbers. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of Omicron on jobs day. Aaron Jodka, National Direct...
Corporate Political Activity And Markets In 2022 06.01.2022 26:09
Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, investing, and the economy in 2022. Paul Washington, Executive Director of the ESG Center at The Conference Board, talks about corporate political activity and donations one year after the January 6th C...
Outlook For COVID-19, Taxes, Energy, And Real Estate 05.01.2022 27:44
Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for people who test positive for COVID-19 and the spread of Omicron. Chad Robins, CEO of Adaptive Biotechnologies (NASDAQ: ADPT), discusses T-cells and the Omicron variant. Lisa Featherngill, National Directo...
Markets, Supply Chain, And Remote Work In 2022 04.01.2022 21:59
Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business Survey, talks about the latest ISM findings and how it affects supply deliveries for companies. Mark Dixon, founder and Chief Executive Officer at IWG plc, discusses the evolution of the hybrid workpla...
Market And Tech Outlook For 2022 03.01.2022 24:32
Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about markets and investing in 2022 amid the spread of Omicron. Greg Falesnik, CEO of MZ North America, discusses ESG inves...
Markets, Hiring, Supply Chain, And The Ski Industry 23.12.2021 26:42
Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Great Resignation and its impact on retailers and hospitality. Chieh Huang, co-founder and CEO at BOXED, discusses going public, the outlook for his company, and the supply chain. Rusty Gregory, CEO of Al...
Technology, Travel, And The Supply Chain 22.12.2021 26:04
Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses airline travel amid the spread of the Omicron variant. Mike Parra, CEO of DHL Express, Americas, discusses how DHL is handling supply chain bottlenecks during the holidays. Ann Fandozzi, CEO of Ritchie...
Markets, Hiring, And Retail Spending 21.12.2021 24:14
Dave Harden, Founder and President of Summit Global Investments, gives his market outlook for 2022. April Arnzen, Senior VP and Chief People Officer at Micron Technology Inc., talks about finding employees amid a tight labor market. David Lukes, SITE Centers President and CEO, talks about holiday spending, retail, and supply chain bottlenecks amid the holiday shopping season. Vidya Peters, COO at...
The Supply Chain And Consumer Spending 20.12.2021 22:31
Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, discusses the new Leading Economic Index (LEI) data, consumer behavior, and inflation. Dr. Lisa Williams, Chief Executive Officer at World of EPI, discusses supply chain bottlenecks, how it affects holiday shopping, and how Omicron could affect the supply chain. Andrew Rostami, Head of Citizens Pay at Citizens Bank, d...
Interest Rates, Energy, Housing, And Cybersecurity 17.12.2021 22:25
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...
The Latest On Interest Rates, Fed Tapering, And Inflation 16.12.2021 24:22
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...
The FOMC Meeting And Its Impact On Markets 15.12.2021 23:20
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...
Consumer Outlook, Muni Bonds, And Virtual Conferences 14.12.2021 25:03
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...
Inflation, Investing, And The Latest On Omicron 13.12.2021 25:57
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...
Consumer Price Index Continues To Climb 10.12.2021 24:04
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...
Examining Tech, Markets, And ESG Investing 09.12.2021 24:29
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...
Holiday Shopping And 2021 Market Outlook 08.12.2021 21:57
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...
The Supply Chain, Batteries, And Market Outlook 07.12.2021 24:47
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...
The Latest On Inflation, Omicron, and Fed Tapering 06.12.2021 21:29
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...
November Jobs Day And Infrastructure 03.12.2021 37:11
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...
The Latest On Infrastructure And Oil And Previewing Jobs Day 02.12.2021 23:30
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...
Omicron’s Economic Impact Amid The Holiday Shopping Season 29.11.2021 24:55
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...
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