Explore every episode of the podcast Bloomberg Intelligence
| Title | Pub. Date | Duration | |
|---|---|---|---|
| BI Weekend: Nuclear Outlook, Satellite Data, Equality | 21 Jun 2025 | 00:38:46 | |
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. See omnystudio.com/listener for privacy information. | |||
| Trump Hints He’ll Hold Off Iran Strike, Give Diplomacy Time | 20 Jun 2025 | 00:19:38 | |
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan
See omnystudio.com/listener for privacy information. | |||
| BI Weekend: Meta, Constellation Deal, Tesla Robotaxi Limits | 06 Jun 2025 | 00:37:49 | |
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| House Passes Budget Paving Way for Tax Cuts | 26 Feb 2025 | 00:20:55 | |
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| The State Of Labor And The Economy In 2022 | 04 Mar 2022 | 00:22:30 | |
Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Russell Price, Chief Economist at Ameriprise Financial, discusses jobs, markets, investing, and jobs day. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the latest jobs numbers and the state of employment in the US. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation and labor. Hosted by Paul Sweeney and Lisa Abramowicz. See omnystudio.com/listener for privacy information. | |||
| Markets And Investing Amid War In Ukraine | 03 Mar 2022 | 00:23:09 | |
Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses commodities and Bitcoin amid the Ukraine-Russia war. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discusses how investing and the economy has changed since the Ukraine-Russia war started. Anna Han, Vice President, Equity Strategist at Wells Fargo, discusses the economy and investment outlook amid volatility due to inflation and the war in Ukraine. Barry Ritholtz, founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of “Masters in Business,” discusses how geopolitical conflicts impact markets. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Ukraine, Oil, And The Supply Chain | 01 Mar 2022 | 00:24:29 | |
Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine war and rising interest rates. Bloomberg stocks editor Kriti Gupta and oil futures reporter Julia Fanzeres talk about rising oil prices. Megan Horneman, Chief Investment Strategist at Verdence Capital Advisors, discusses the economy and markets while the Ukraine-Russia war is happening. Brooke Sutherland, columnist with Bloomberg Opinion, talks about how the supply chain has affected Joe Biden’s presidency. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| The War’s Impact On Global Markets And Oil | 28 Feb 2022 | 00:22:30 | |
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. Sonali Basak, Bloomberg Wall Street reporter, discusses some Russian banks being cut off from the SWIFT financial system and how financial issues are also creeping into other markets. Hosted by Paul Sweeney, Matt Miller, and Kriti Gupta. See omnystudio.com/listener for privacy information. | |||
| The Markets, Ukraine, And Biden’s SCOTUS Pick | 25 Feb 2022 | 00:23:10 | |
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 the global economic implications of the war in Ukraine. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses President Biden’s Supreme Court pick. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Inflation, Consumer Sentiment, And Labor | 23 Feb 2022 | 00:19:44 | |
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 Career Modeling, LLC, discusses the Bloomberg 2022 Gender Equality Index and women returning to work. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Market And Supply Chain Pressures | 22 Feb 2022 | 00:21:29 | |
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 his retail outlook for 2022. Emiliano Kargieman, CEO of Satellogic, talks about going public, his company’s satellite technology, and the outlook for the business. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, ETFs, and Commodities | 18 Feb 2022 | 00:24:54 | |
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 Intelligence Senior Commodity Strategist, talks about commodities and the markets. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, Energy, And Esports (Podcast | 18 Feb 2022 | 00:19:22 | |
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, Esports Entertainment Group CEO, discusses his company, sports video games, and sports gambling. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Investing, ETFs, And The Economy | 17 Feb 2022 | 00:25:00 | |
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, talks about the latest news in crypto and commodities. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| US Consumer Confidence Drops by Most Since 2021 | 25 Feb 2025 | 00:20:34 | |
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| The Fed, Retail Sales, and The Great Resignation | 16 Feb 2022 | 00:24:34 | |
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 sector and hiring and supply challenges. Michael Hansen, CEO at Cengage Group, discusses hybrid work and the Great Resignation. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Market Outlook And Supply Chain Constraints | 15 Feb 2022 | 00:23:37 | |
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 economic outlook for 2022. Andre Menezes, CEO of Next Gen Foods, discusses the alternative meat business and his company’s outlook for 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| The Markets, Ukraine, Cyberthreats, And Supply Risks | 14 Feb 2022 | 00:22:55 | |
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 and Founder of Bobbie – a female-founded infant formula company – talks about supply challenges her business and others have faced. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Interest Rates, Data Protection, And NBC | 11 Feb 2022 | 00:19:48 | |
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 company, data security, and ransomware threats. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| CPI Data, Cybersecurity, And Tech | 10 Feb 2022 | 00:22:06 | |
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, Peloton, and tech stocks. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Investing, Gaming, And Cybersecurity | 09 Feb 2022 | 00:25:20 | |
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 ransomware, cybersecurity, and company earnings. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets And The Fed In 2022 | 08 Feb 2022 | 00:23:50 | |
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 Matrix Asset Advisors, talks about investment strategies and market optimism in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, Labor, And The Supply Chain | 07 Feb 2022 | 00:23:58 | |
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 of Ritchie Bros, talks about her business, the supply chain, and manufacturing in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, Fintech, Cars, And Ice Cream | 28 Jan 2022 | 00:29:40 | |
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 discuss Rivian ramping up production and Tesla earnings. Kim Peddle Rgeum, CEO of Dreyer's Grand Ice Cream, talks about supply chain challenges and other economic pressures the company has faced in 2021 as they move forward in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| The US Economy And Investing In Tech And Healthcare | 27 Jan 2022 | 00:24:17 | |
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 businesses in the US. Ash Shehata, KPMG National Sector Leader for Healthcare and Life Sciences, talks about KPMG’s findings in their 2022 Healthcare Life Sciences Investment Outlook survey. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information. | |||
| Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs | 24 Feb 2025 | 00:25:01 | |
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. See omnystudio.com/listener for privacy information. | |||
| Interest Rates And Inflation In 2022 | 26 Jan 2022 | 00:20:24 | |
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 investment strategies. Louis Summe, CEO & Founder at LiveVox, talks about customer service tech advancements. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Market Volatility, Real Estate, And The Supply Chain | 25 Jan 2022 | 00:20:52 | |
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-founded infant formula company – talks about her business and its broader goals. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, Healthcare, And The Supply Chain | 24 Jan 2022 | 00:28:00 | |
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 Strategist at Huntington National Bank, gives her market outlook for 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, Oil, And Green Hydrogen | 21 Jan 2022 | 00:22:54 | |
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 chain pressures. Andy Marsh, President and CEO of Plug Power, talks about green hydrogen and its future. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Inflation, Health Tech, And Alcoa’s Strong Q4 | 20 Jan 2022 | 00:28:12 | |
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 Investment Strategist with Mainstay Capital Management, talks about the markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information. | |||
| Markets, Fixed Income, And Crypto Investments | 19 Jan 2022 | 00:21:56 | |
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 Federated Hermes, discusses the bond markets, Fed tapering, and gives his investment outlook for 2022. Alex Lemberg, CEO of Nimbus Platform, talks about DeFi, cities looking to become crypto hubs, and long term crypto investments. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, REITs, And Flying Private | 18 Jan 2022 | 00:24:58 | |
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 the future of hybrid work and offices. Tal Keinan, CEO of Sky Harbour, discusses recent challenges for people and businesses flying private amid the pandemic and winter weather cancellations. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Retail Sales, Inflation, And Solar Energy | 14 Jan 2022 | 00:23:09 | |
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 gives his outlook for 2022. Erica Brinker, Chief Financial Officer and Head of ESG at Array Technologies, talks about solar energy and the solar market in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| The Markets And Economy Amid Rising Inflation | 13 Jan 2022 | 00:25:36 | |
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 outlook in 2022. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and host of Masters in Business, discusses markets and investing. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, 5G, And Supply Chain Bottlenecks | 12 Jan 2022 | 00:24:32 | |
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 Technology at the US Department of Transportation, discusses the delayed 5G rollout and the FAA’s concerns. Oscar De Bok, CEO of DHL, Supply Chain, gives his take on shipping and supply chain bottlenecks in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| BI Weekend: Walmart Earnings, SailPoint IPO | 21 Feb 2025 | 00:39:13 | |
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. See omnystudio.com/listener for privacy information. | |||
| The Supply Chain, Semiconductors, And Real Estate | 10 Jan 2022 | 00:24:42 | |
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 estate. Sonali Basak, Bloomberg Wall Street reporter, has the latest on Goldman Sachs and its push to expand its credit card initiative in its consumer business. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Jobs Day, Labor, And Real Estate Investment | 07 Jan 2022 | 00:28:12 | |
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 Director of Capital Markets Research at Colliers, discusses real estate investing in 2022. Hosted by Paul Sweeney and Taylor Riggs. See omnystudio.com/listener for privacy information. | |||
| Corporate Political Activity And Markets In 2022 | 06 Jan 2022 | 00:26:09 | |
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 Capitol Hill riot. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, talks about Amazon’s relatively poor stock performance in 2021. Hosted by Paul Sweeney and Taylor Riggs. See omnystudio.com/listener for privacy information. | |||
| Outlook For COVID-19, Taxes, Energy, And Real Estate | 05 Jan 2022 | 00:27:44 | |
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 Director of Wealth Planning at Comerica Bank, discusses tax planning and how Build Back Better could affect taxes. CJ Follini, Managing Partner at NOYACK Capital, discusses real estate investing and alternative investments. Hosted by Paul Sweeney and Taylor Riggs See omnystudio.com/listener for privacy information. | |||
| Markets, Supply Chain, And Remote Work In 2022 | 04 Jan 2022 | 00:21:59 | |
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 workplace. Bryan Whalen, co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, discusses fixed income and investing in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Market And Tech Outlook For 2022 | 03 Jan 2022 | 00:24:32 | |
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 investing and SPAC advisory. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, talks about Tesla and expectations for tech stocks in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||
| Markets, Hiring, Supply Chain, And The Ski Industry | 23 Dec 2021 | 00:26:42 | |
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 Alterra Mountain Company, talks about the skiing industry and the outlook for winter outdoor experiences amid the Omicron outbreak. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information. | |||
| Technology, Travel, And The Supply Chain | 22 Dec 2021 | 00:26:04 | |
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 Brothers Auctioneers, talks about supply chain disruptions and gives her outlook for her company. Hosted by Paul Sweeney and Sonali Basak. See omnystudio.com/listener for privacy information. | |||
| Markets, Hiring, And Retail Spending | 21 Dec 2021 | 00:24:14 | |
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 Marqeta, talks about FinTech, consumer sentiment, holiday shopping, and digital purchases. Hosted by Paul Sweeney and Sonali Basak. See omnystudio.com/listener for privacy information. | |||
| The Supply Chain And Consumer Spending | 20 Dec 2021 | 00:22:31 | |
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, discusses the supply chain driving up retail activity and “Buy Now, Pay Later.” RJ Gallo, Senior Portfolio Manager at Federated Hermes, talks about Omicron, fixed income, and the bond markets. Hosted by Paul Sweeney and Taylor Riggs. See omnystudio.com/listener for privacy information. | |||
| Consumer Sentiment Data, Trump Tariffs | 21 Feb 2025 | 00:20:57 | |
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. See omnystudio.com/listener for privacy information. | |||
| Interest Rates, Energy, Housing, And Cybersecurity | 17 Dec 2021 | 00:22:25 | |
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 her outlook for the energy sector in 2022. Dana Simberkoff, Chief Risk, Privacy, and Info Security Officer at AvePoint, talks about cybersecurity and President Biden’s privacy and data policy. Hosted by Paul Sweeney and Kailey Leinz. See omnystudio.com/listener for privacy information. | |||
| The Latest On Interest Rates, Fed Tapering, And Inflation | 16 Dec 2021 | 00:24:22 | |
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 Fed tapering and fixed income. Markus Schomer, Chief Economist at PineBridge Capital, gives his outlook on the global economy in 2022 as well as raising interest rates. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information. | |||