Bloomberg Intelligence

Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head of autos and industry coverage for Bloomberg News in Europe, joins the show to talk about the Porsche PO and Ferrari’s new “SUV” that’s not an SUV. Tony Hatch, consultant with ABH consulting, discusses the railroad strike and the state of labor in transportation/rails in the US. Lee Klaskow, Senior Analyst – Freight, Transport, and Logistics with Bloomberg Intelligence, joins the show to discuss FedEx, General Electric, and supply chain constraints and costs. Ed Loh, Head of Editorial with MotorTrend, discusses the new MotorTrend Software-Defined Vehicle Innovators Awards program, car tech trends, and EV trends. Hosted by Paul Sweeney and Matt Miller.

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Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, gives his market outlook after difficult August inflation data. Francis Oh, Qraft Technologies APAC CE, joins the show to talk about quant investing and advancing asset management through the use of artificial intelligence. Kevin Tynan, Analyst with Bloomberg Intelligence, and Jim Owens, Ford Mustang Brand Manager, joins us to talk about EV developments and the Ford Mustang. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins the show to talk about some of his latest tech research on Oracle, Adobe, and cloud software. Hosted by Paul Sweeney and Matt Miller.

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Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show in studio to discuss his company’s outlook, cloud technology, and business investment amid varying economic pressures. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss the new Ethereum upgrade called, “The Merge” and why it’s so risky for investors as well as other crypto headlines. Kim Chipman, Agriculture reporter with Bloomberg News, joins the show to talk about the rail strike threatening to halt US crops and autos. Hosted by Paul Sweeney and Matt Miller.

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Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins the show to parse through higher than expected inflation data. Shawn Cruz, Senior Manager, Trader Services and Client Advocacy at TD Ameritrade joins to talk about the TD IMX findings markets, investing and economy. Bloomberg Law's Rebecca Rainey joins with an update on the potential US rail workers strike. Brent Donnelly, president at Spectra Markets joins to discuss currency and the Fed. Ellis Phifer, Managing Director of Fixed Income Capital Markets at Raymond James joins to give his outlook for the economy. Simona Mocuta, Chief Economist at State Street Global Advisors joins to discuss the CPI numbers, and what it means for the Fed. Hosts are Paul Sweeney and Kriti Gupta, in for Matt Miller. 

*Edited to include accidentally omitted segment.

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Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss her outlook on the Fed with CPI data due this week. David Dietze, managing principal and Senior Portfolio Strategist at Gladstone Bank joins to discuss how markets might react to new inflation data. Jeff Sloan, CEO of Global Payments joins to talk aboout the fintech sector and his outlook. Bloomberg equities reporter Jess Menton joins to talk about her latest piece on inflation for Talking Stock. Bloomberg's Katie Greifeld joins to talk ETFs. Bloomberg's Sonali Basak joins to discuss the latest Wall Street news, including the upcoming SALT conference. And Bloomberg Senior Reporter Marc Champion joins to discuss the latest in Ukraine. Hosts are Paul Sweeney and Matt Miller.

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Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio manager at Winthrop Capital Management joins to give his investment outlook for the rest of this year. Ted Oakley, founder and managing partner at Oxbow Advisors joins to discuss his investment strategies amid the current market volatility. Eric Kazatsky, Senior Municipal Strategist with Bloomberg Intelligence joined for his weekly hit to give an update on the municipal bond market. And Robert Cantwell, founder and portfolio manager at Upholdings joins to talk about his firm's unique ETF strategy, including Compound King ETFs. Hosted by Paul Sweeney and Matt Miller. 

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Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about mergers and acquisitions and outlook for M&A in the coming months and years. Gina Drosos, CEO at Signet Jewelers (NYSE: SIG), joins the show to talk about her company, the diamond and jewelry industry, and supply and cost concerns. Morgane Delledonne, head of investment strategy for Europe at Global X ETFs, joins the show to talk about the Fed’s path and outlook for central banks across Europe and the globe in combatting inflation. Reade Pickert, US economy reporter and editor with Bloomberg News, joins the show to discuss Jay Powell’s comments at the Cato Institute today and the Fed. Hosted by Paul Sweeney and Matt Miller. 

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Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo Advisors, joins the show to talk about markets, inflation, and the strong dollar. Ed Ludlow, correspondent for Bloomberg News, joins the show to talk about today’s Apple event and the unveiling of the iPhone 14 and other products, as well as outlook for the company. Jordi Visser, president and CIO at multi-strategy advisers, joins the show to talk about crypto and NFTs and how to break through in the crypto winter. Julia Fanzeres, US Oil Futures reporter with Bloomberg News, joins the show to discuss the outlook for energy and oil in the US. Hosted by Paul Sweeney and Matt Mille

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Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins the show to discuss his recent column about Ron DeSantis and ESG investing. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intelligence, joins the show to discuss Liz Truss and Europe’s energy crisis and how it’s all impacting markets. Jonathan Palmer, Senior Equity Research Analyst & Team Leader, Healthcare, joins the show to discuss CVS Health’s acquisition of Signify Health. Sean Joyce, PwC’s global cybersecurity and privacy leader and former Deputy Director with the FBI, joins the show to discuss cybersecurity concerns from the c-suite. Hosted by Paul Sweeney and Matt Miller.

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Tom Gimbel, CEO at LaSalle Network, joins the show to discuss labor and hiring on jobs day. John Gulnac, VP at Adecco, joins the show to forecast hiring and talk about recruitment for companies. Kate Duchene, CEO of RGP, joins the show to talk about inflation adding heightened pressure on businesses amidst the tight labor market. Kevin Muir, Prop Trader at Windor Capital and author of the MacroTourist newsletter and Bloomberg Opinion, joins the show to discuss his recent Opinion column on why we shouldn’t fear quantitative tightening. Rajesh Jejurikar, Executive Director, Auto & Farm Sectors, at Mahindra Group, joins the show to discuss the company’s electric vehicle development, EV technology, and outlook for the market. Hosted by Paul Sweeney and Matt Miller.

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