Bloomberg Intelligence

Jeff Dyke, President of Sonic Automotive, talks 2Q earnings. Michael Loukas, Principal and CEO of TrueMark Investments, discusses inflation and looking to secular growth stocks. Kerry Duggan, RockCreek Advisor and former Deputy Policy Director to then Vice President Biden and White House Climate and Energy Advisor, talks about sustainable investing. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks markets. Hosted by Paul Sweeney and Matt Miller.

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Jessica Brice, Bloomberg's Senior Editor for Latin America News, talks about her Big Take story, "The Amazon Is Approaching Point of No Return In Brazil." Crystal Tse, Deals Reporter for Bloomberg News, discusses the Robinhood IPO. Rahul Sen Sharma, Managing Partner at Indxx, discusses thematic indexing. Bill Smith, Managing Director for CBIZ MHM's National Tax Office, talks about tax regulation. Hosted by Paul Sweeney and Matt Miller.

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Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Alphabet and Facebook earnings. Jeffrey Cleveland, Chief Economist for Payden & Rygel, talks about the Fed. Annie Massa, Investing Reporter for Bloomberg News, discusses the upcoming Robinhood IPO. AJ Oden, Investment Strategist at BNY Mellon Investor Solutions, talks about markets. Hosted by Paul Sweeney and Matt Miller.

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Robert Langreth, Healthcare Reporter for Bloomberg News, discusses his Big Take story: "Covid Delivers an Unsettling Reality Check to the World." Lynn Franco, Director of Economic Indicators and Surveys at the Conference Board, talks about the latest CCI data. William Cai, Co-Founder and Partner of Wilshire Phoenix, discusses the commodity market. Allison Poliniak-Cusic, Director of Equity Research, Transportation and Industrial Technology for Wells Fargo Securities, talks UPS earnings. Hosted by Paul Sweeney and Matt Miller.

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Aaron Easterly, CEO of Rover, discusses post-pandemic outlook for the pet care industry. Patrick Heim, Co-Founder of SYN Ventures, discusses the rise of ransomware attacks and how the cybersecurity industry is working to stop them. Gabriela Herculano, CEO of iClima, talks about the next generation of climate change investing. Dan Ives, Managing Director of Equity Research at Wedbush Securities, talks Tesla earnings, and other big tech earnings this week. Hosted by Paul Sweeney and Matt Miller.

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Setti Coscarella, CEO, TAAT Global Alternatives, discusses marijuana legalization, the impact on smoking alternative companies, and TAAT’s tobacco-free and nicotine-free CBD cigarettes. Brenda O’Connor, Senior Vice President, Financial Advisor for UBS International, discusses the market action this week, earnings, and private equity. Ken McCarthy, Economist and Retail Research Lead for Cushman & Wakefield, discusses commercial real estate, retail, and consumer strength. Greg Staples, Head of Fixed Income for the Americas at DWS Group, discusses markets, treasury spreads, credit, and inflation. Hosted by Matt Miller and Paul Sweeney.

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Jack Hartung, Chipotle CFO, discusses earnings, restaurant demand, and hiring. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, discusses treasury yields, and his investment outlook. Nadia Lovell, Senior U.S. Equity Strategist, UBS Global Wealth Management, discusses earnings & her outlook for equity markets. Michael Dean, Bloomberg Intelligence Senior European Autos Analyst discusses Mercedes plans to launch three new all-electric vehicle platforms in 2025. Hosted by Paul Sweeney and Matt Miller.

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Andrew Chanin, CEO of ProcureAM, discusses space investing after the Blue Origin flight, and the Procure Space ETF (UFO). Paul Christopher, Head of Global Market Strategy for the Wells Fargo Investment Institute, discusses markets, and how long growth has to run. Adam Johnson, author of Bullseye Brief, discusses earnings, and opportunities in equities. Sam Fazeli, Bloomberg Intelligence Senior Pharmaceutical Analyst, discusses the highly transmissible delta variant and the potential for a new Covid vaccine. Hosted by Matt Miller and Paul Sweeney.

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Noah Miller, Vice President of Gelt Financial LLC, discusses the health of the real estate market. Tom Tomlinson, CEO of Holley, discusses the auto industry, and the opportunities in EV. Mo Haghbin, COO of Invesco Investment Solutions, discusses market sentiment, and the search for yield in emerging markets. Laura Forczyk, Space Analyst & Owner of Astralytical, NASA Subject Matter Expert & Author of “Rise of Space Age Millennials (2020),” discusses Blue Origin’s first crewed flight to space. Hosted by Matt Miller and Paul Sweeney

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Mike Jackson, CEO of AutoNation, discusses Q1 earnings and the outlook for the auto industry. RJ Gallo, Senior Fixed Income Portfolio Manager and Head of the Municipal Bond Group at Federated Hermes, discusses the bond market. Angie Hannam, Global Chief Talent Officer for R/GA, discusses TikTok’s resumes program, and global hiring trends post pandemic. Louis Navellier, Chairman, CEO & CIO of Navellier & Associates, discusses earnings season. Hosted by Matt Miller and Paul Sweeney.

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