Bloomberg Intelligence

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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