The Importance of Focusing on High Conviction Ideas

Bloomberg’s Kriti Gupta joins us from downtown Manhattan for the very latest on the Trump arraignment. Bloomberg Washington correspondent Joe Mathieu joins us from DC to talk about the perspective on Capitol Hill. Alison Williams, Senior with Bloomberg Intelligence, joins to break down Jamie Dimon’s annual letter to shareholders and the last shareholder meeting for Credit Suisse. Jonathan Maxwell, CEO at Sustainable Development Capital, discusses the latest on oil prices and the OPEC+ production cut over the weekend. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about the mergers and acquisitions environment and outlook in the coming months. Natalie Trevithick Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023. Tim Craighead, Research Director and European Strategist with Bloomberg Intelligence, joins to discuss BI’s 10 companies to watch for 2Q. Hosted by Paul Sweeney and Matt Miller.

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