Bloomberg Intelligence

John Authers, senior editor with Bloomberg Opinion, joins us to talk about the resignation of Boris Johnson. Masa Takeda, portfolio manager, Hennessy Japan Fund, discusses the Bank of Japan, the economic implications of Sunday’s Japanese election, and the yen. Ed Ludlow, west coast correspondent for Bloomberg News, updates us from Sun Valley, Idaho about all things business and tech. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses yesterday’s Fed minutes, interest rates, and the possibility of stagflation and a recession in the US. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Sonali Basak, Wall Street reporter with Bloomberg News, joins us from Idaho to report on the Sun Valley Conference this year. Raj Rajaratnam, author and former manager of the hedge fund Galleon Group, discusses markets, stocks, and his justice reform mission. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent piece on Boston mayor Michelle Wu. Phil Toews, CEO at Toews Asset Management, discusses behavioral investing and having much of his firm’s assets in cash. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co., a New Jersey consultancy, and Bloomberg Opinion columnist, discusses the US economy and the outlook for a recession. Reade Pickert, US economy reporter and editor with Bloomberg News, discusses the economic outlook for the second half of the year. Rayne Guest, CEO at ARROWCLEAN, discusses the supply chain and how her business tries to disrupt the cleaning and disinfectant market in a sustainable way. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Ross Mayfield, Chief Investment Strategist at Baird Private Wealth Management, talks about markets and investing strategies. Katie Greifeld, cross asset reporter with Bloomberg News, discusses her recent piece on the ETF boom being fueled by the existential crisis in bonds. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022 and ahead of July 4th weekend. Mark Douglas, CEO of MNTN, talks about Top Gun’s big box office earnings and streaming. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses markets and the economy as interest rates rise and inflation persists. June Grasso, host of “Bloomberg Law,” discusses the latest Supreme Court rulings on the last day of its term. Everett Millman, Chief Markets Analyst at Gainesville Coins, discusses crypto, Bitcoin, and the outlook for inflation and markets. John Fish, Suffolk Construction CEO and Chair of the Real Estate Roundtable, talks about the real estate market, rising mortgage interest rates, and construction. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Steve Matthews, US Economy reporter for Bloomberg News, discusses Jay Powell and other central bank leaders speaking at the Sintra panel in Portugal. Tim O’Brien, Senior Columnist with Bloomberg Opinion, discusses the January 6th hearings and his recent column on President Trump. Lisa Knee, Partner and National Tax leader for real estate practice at Eisner Advisory Group, discusses commercial real estate in a rising interest rate environment. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022. Hosted by Paul Sweeney and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Liz Young, Head of Investment Strategy at SoFi, joins the show to talk energy and investing in risk assets. Josh Aviv, CEO of Sparkcharge, discusses charging stations for electric vehicles and the EV market. Matt Miller and Guy Johnson interview Polestar CEO Thomas Ingenlath after the company merges with a SPAC to go public. Vince Cignarella, Global Macro Strategist with Bloomberg News, and Barry Ritholtz, host of “Masters in Business,” discuss the Fed balance sheet and what’s driving inflation. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses the MLIV pulse survey on how much more the Fed will tighten and the predicament facing bond traders. Dr. Brian Jacobsen, Senior Investment Strategist with Allspring Global Investments, discusses investment strategies in 2022. Matt Winkler, Editor-in-Chief emeritus at Bloomberg News, discusses his recent Opinion piece on Atlanta’s strong economy. Andrew Chanin, CEO of ProcureAM, discusses his company’s FEMA ETF and why it’s well-timed as hurricane season approaches. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss Jay Powell, the US economy, and the outlook for a recession. June Grasso, host of “Bloomberg Law” on Bloomberg Radio, discusses the Supreme Court striking down New York’s restrictive gun law. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Fed Chair Jay Powell’s testimonies to the House and Senate and the possibility of a recession this year. Edward Moreno, Labor and Employment Reporter for Bloomberg Law, discusses the pressure companies face in advocating for inclusion during Pride Month. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Mike Mullaney, Director of Global Markets Research for Boston Partners, discusses investment strategies and gives his market outlook for 2022. Rhonda Vonshay Sharpe, founder and President at the Women’s Institute for Science, Equity, and Race, discusses her recent Bloomberg Opinion piece on increasing the presence of black economists. Jennifer Bartashus, Senior Equity Research Analyst with Bloomberg Intelligence, discusses Kellogg splitting into three companies and what it means for the food industry. Nina Deka, Senior Research Analyst with ROBO Global, discusses investments in women's health in 2022. Chieh Huang, co-founder and CEO at BOXED (NYSE: BOXD), discusses combating his company and combating economic pressures in 2022. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.