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Bloomberg Intelligence episodes

  • Consumer Outlook, Muni Bonds, And Virtual Conferences

    Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackRock, talks about municipal bond returns, the potential of higher taxes with Build Back Better, and how taxes will impact municipal bond investment strategies. Sean McCarthy, Chief Executive Officer at Build America Mutual, talks about investing in municipal bonds. Ben Chodor, President of Notified, discusses traveling to events and virtual conferences amid Omicron. Hosted by Paul Sweeney and Matt Miller.

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    26 min
  • Inflation, Investing, And The Latest On Omicron

    Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, discusses the latest Omicron developments and vaccine effectiveness against the variant. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the ISM Semiannual Economic Forecast. Michael Cuggino, President and Portfolio Manager of the Permanent Portfolio Family of Funds, discusses investing strategies amid inflation. Hosted by Paul Sweeney and Matt Miller.

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    26 min
  • Consumer Price Index Continues To Climb

    David Katz, President and Chief Investment Officer at Matrix Asset Advisors, gives his market outlook for 2022 and discusses CPI and inflation. Jeffrey Cleveland, Director and Chief Economist for Payden & Rygel, talks about inflation, labor, and CPI data. Mary Ann Miller, VP of Client Experience, Fraud, and Cybercrime Executive Advisor at Prove, has the latest on cybersecurity amid the holiday shopping season and how supply chain issues increase instances of fraud. Cam Simpson, Senior Editor and Reporter with Bloomberg Businessweek, discusses his Big Take story on MSCI, the largest ESG rating company, and the ESG mirage. Hosted by Matt Miller and Sonali Basak.

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    25 min
  • Examining Tech, Markets, And ESG Investing

    Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the latest tech stocks and how they’ve performed recently. Ian Lyngen, Managing Director and Head of US Rates Strategy at BMO Capital Markets, gives his market outlook for the rest of the year. Ross Klein, Founder and Chief Investment Officer at Changebridge Capital, discusses ESG investment strategies. Tammy Haygood, Financial Advisor and creator of the Impact Investment Group, a wealth management advisor team at UBS, outlines her ESG investment strategy. Hosted by Paul Sweeney and Matt Miller.

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    25 min
  • Holiday Shopping And 2021 Market Outlook

    Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about holiday shopping, consumer spending, and her economic outlook for the rest of 2021. Shawn Snyder, Head of Investment Strategy at Citi US Wealth Management, talks about inflation and gives his market outlook. Mike Vogelzang, Chief Investment Officer & Managing Director at CAPTRUST, discusses the economy and investing. Aoifinn Devitt, Chief Investment Officer of Moneta, discusses the day’s latest trading news. Hosted by Paul Sweeney and Matt Miller.

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    22 min
  • The Supply Chain, Batteries, And Market Outlook

    Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management Company, discusses inflation, Fed tapering, and his market outlook for 2022. Anabel Fernandez, Interim CFO and Treasurer of Dream Finders Homes, talks about selling homes in high-growth markets and why she’s bullish on real estate heading into 2022. Tom Jensen, CEO and co-founder of FREYR Battery, talks about how battery technology affects the future of renewable energy. Primit Parikh, President, COO, and co-founder of Transphorm, talks about battery production, semiconductors, and other energy-related issues. Hosted by Paul Sweeney and Matt Miller.

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    25 min
  • The Latest On Inflation, Omicron, and Fed Tapering

    Phil Orlando, Chief Equity Strategist at Federated Hermes, discusses inflation, Fed tapering, and gives his market outlook for 2022. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee from Riverfront Investment Group, talks about equity markets and inflation. Lisa Erickson, Senior Vice President and Co-Head of Public Markets Group at US Bank Wealth Management, offers her market analysis. Dave Hering, COO of Adagio Therapeutics who previously led Pfizer’s vaccine program for North America, talks about the spread of the new Omricon variant. Hosted by Paul Sweeney and Matt Miller.

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    22 min
  • November Jobs Day And Infrastructure

    Dana Peterson, Chief Economist and Center Leader of Economy, Strategy, and Finance at The Conference Board, breaks down the November jobs report. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment amid inflation and the emergence of the Omicron variant. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about the state of employment in the US. Joe Mastrangelo, Chief Executive Officer of Eos Energy Enterprises, talks about President Biden’s infrastructure bill, battery research, and renewables. Hosted by Matt Miller and Taylor Riggs.

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    38 min
  • The Latest On Infrastructure And Oil And Previewing Jobs Day

    Sofia Song, Global Cities Leader at Gensler, discusses the economic impact of President Biden’s infrastructure bill on cities and urban spaces after the president touted his bill on Tuesday in Minnesota. Will Rhind, CEO of GraniteShares Advisors, LLC, talks about commodities, inflation, oil supply issues, and energy­ investments. Sylvia Jablonski, Chief Investment Officer at Defiance ETFs, talks about inflation and gives her market outlook for the rest of 2022 amid the emergence of the Omicron variant. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, as well as a member of the firm’s Investment Strategy Committee, discusses the latest market and inflation news. Hosted by Paul Sweeney and Matt Miller.

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    24 min
  • Omicron’s Economic Impact Amid The Holiday Shopping Season

    Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research with Bloomberg Intelligence, discusses what we know about Omicron, the latest coronavirus variant, and how effective vaccines can be in limiting its spread. Matt Forester, Chief Investment Officer for Lockwood Advisors at BNY Mellon Pershing, offers his outlook on holiday shopping amid supply chain bottlenecks and the Omicron variant. Jeffrey Kleintop, Charles Schwab Chief Global Investment Strategist, discusses his market outlook amid the emergence of Omicron. Anjee Solanki, National Director of Retail Services for the US for Colliers, talks about retail activity ahead of the holidays. Hosted by Paul Sweeney and Matt Miller.

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    25 min

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