Bloomberg Intelligence

Vince Cignarella, global macro strategist with Bloomberg News, and Jennifer Lee, Managing Director and Senior Economist with BMO Capital Markets, join to discuss the Fed and inflation and other central bank activity in Europe and Asia. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins us in studio to talk markets, investing, and the economy in 2022. Ira Jersey, Chief US Interest Rates strategist with Bloomberg Intelligence, also joins to discuss the Fed. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. George Patterson, CIO for PGIM Quantitative Solutions joins the program to discuss his quant analysis and outlook for the economy and markets. Larry Tabb, Head of Market Structure Research with Bloomberg Intelligence, joins the program to discuss the new SEC plan for Wall Street trading. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” also joins to discuss markets and investing. Hosted by Paul Sweeney and Kriti Gupta.

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Neil Grossman, former CIO at TKNG Capital, and Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the show for an extended roundtable to discuss the Fed’s moves over the past year, outlook for inflation, and the FOMC meeting today. Priya Misra, Global Head of Rates Strategy and Managing Director with TD Securities, joins the conversation to talk about the year for the Fed and outlook. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, joins the show to discuss his 2023 US Defense Contracting outlook and space news. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the show to discuss his most recent column on abortion and the economy. Jonathan Maxwell, CEO and co-founder of Sustainable Development Capital, and Jay Hatfield, CEO at Infrastructure Capital Management, join the program in studio to discuss energy prices in the US after CPI, outlook for the energy market amid the Ukraine, the nuclear fusion breakthrough, and outlook for energy markets in 2023. Anthony Coniglio, CEO of cannabis REIT NewLake Capital Partners, joins us in studio to talk about outlook for marijuana as NYC nears opening pot shops and legislation continues to be developed for the industry. Hosted by Paul Sweeney and Matt Miller.

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FTX Testimony and Moderna's New Drug (Podcast)Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst, US and Latin America with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, join the show to discuss outlook for crypto coins and crypto policy in DC ahead of the testimony of FTX's new CEO. Moderna CEO Stephane Bancel discusses the company's skin cancer drug breakthrough. Annie Massa, cross asset reporter with Bloomberg News, and Barry Ritholtz, host of Bloomberg's "Masters in Business," join to discuss the FTX testimony on Capitol Hill. Hosted by Paul Sweeney and Matt Miller.

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Jyotsna Krishnan, Managing Partner at Elevar Equity, joins the show to discuss her outlook for India’s economy and why there’s bullish sentiment in its growth development. Jon Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to talk about European banks and outlook for financing in the UK. Ira Jersey, Chief US Interest Rates Strategist with Bloomberg Intelligence, joins the show to preview the FOMC meeting and discuss outlook for the year. Megan Horneman, Chief Investment Officer at Verdence, joins us to talk about sectors she likes heading into 2023. Steve Koenig, SMBC Nikko software analyst, joins the show to talk about latest developments in the software space and recent company performances. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Paul Sweeney and Matt Miller.

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Rob Barnett, Senior Analyst – Team Lead EMEA Energy Research with Bloomberg Intelligence, joins the show to discuss BI’s solar energy and overall energy outlooks for 2023. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins us to discuss the outlook for the US and global economies in 2022. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, investing, and his outlook for the economy. Pierre Naude, CEO at nCino, joins the show to talk about fintech and his company’s performance amid varying economic headwinds. John Fish, CEO of Suffolk Construction and Chair of the Real Estate Roundtable, talks about the latest developments in housing, including costs, mortgage interest rates, and construction supply. Hosted by Paul Sweeney and Matt Miller.

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Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins the show to discuss last night’s Georgia runoff, outlook for Donald Trump and the GOP, and potential crypto legislation. Tim Lyne, CEO of Antares Capital, talks about private credit. Poonam Goyal, Senior Analyst: US Retailing with Bloomberg Intelligence, discuss Rent the Runway’s big premarket move, recent earnings, and overall consumer outlook this holiday season and heading into 2023. 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. Tom Orlik, Chief Economist with Bloomberg Economics, gives us an update on China, COVID easing, its property sector, and outlook going into 2023. Hosted by Paul Sweeney and Sonali Basak.

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Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market trends as well as how AssetMark is supporting/growing financial advisors. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the marijuana industry and how his company is navigating current economic conditions. Sonali Basak, Wall Street reporter with Bloomberg News, joins the show to discuss her interviews with Brian Moynihan and David Solomon, Wall Street’s economic outlook for 2023, and Morgan Stanley layoffs. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, also joins to discuss banks and their economic outlooks. Prometheus Biosciences CEO Mark McKenna joins to talk about his company’s massive stock surge today. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, and Mark Gurman, Tech Reporter with Bloomberg News, join the show to discuss software and tech. Hosted by Paul Sweeney and Matt Miller.

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Gene Seroka, CEO at the Port of LA, joins us in studio to discuss the latest developments on the supply chain. Build America Mutual CEO Sean McCarthy joins us on site to discuss BAM’s services and outlook for the municipal bond market. Bloomberg News Wall Street reporter Eric Kazatsky, Senior US Municipal Strategist with Bloomberg Intelligence, and Chris Brigati, Managing Director and Senior VP of Municipal Investments with Valley National Bank, join us on site for a roundtable on the municipal bond market and investments to look for in 2023. Glenn McGowan, co-head of municipal underwriting at RBC Capital Markets, and Kevin Danckwerth, head of municipal trading at Citi, discuss the outlook for cities, municipalities, and the muni bond market heading into 2023. Jennie Huang Bennett, Chief Financial officer for the City of Chicago, joins us on site to discuss financing a major economic hub like Chicago and plans for the city’s financial management post-pandemic. Hosted by Paul Sweeney and Matt Miller. 

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Kevin Tynan, with Bloomberg Intelligence, and Elisabeth Behrmann, with Bloomberg News, join the show to discuss 2022 outlook for US automakers and overseas carmakers. Ben Emons, Head of Fixed Income/Macro Strategy at NewEdge Wealth, joins the show to discuss the Fed, inflation, and outlook for 2023. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg intelligence, discusses Saudi Arabia’s Credit Suisse bid. Matt Winkler, Editor-in-Chief emeritus with Bloomberg News, joins the show to talk about his Bloomberg Opinion piece on why he agrees with President Biden questioning oil companies for share buybacks. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about today’s show. Today, the podcast is talking about the Georgia runoff election. Hosted by Paul Sweeney and Matt Miller.

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Sri Natarajan, Senior Reporter with Bloomberg News, discusses warning signs on Wall Street about a slowing economy. Marion Halftermeyer, finance reporter with Bloomberg News, discusses the latest on Credit Suisse and how BN’s interview with Chairman Axel Lehmann moved markets this morning. Alison Williams, Senior Global Banks/Asset Managers Analyst with Bloomberg Intelligence also joins to talk Credit Suisse and outlook for the bank. Zeke Faux, Investigative Reporter with Bloomberg News and Bloomberg Businessweek, joins the show to discuss FTX and Sam Bankman-Fried. 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. Tom Gimbel, CEO at LaSalle Network, joins the show to talk about hiring in the US on jobs day. Hosted by Paul Sweeney and Matt Miller.

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