Bloomberg Intelligence

Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape and outlook for economies in Europe amid inflation. Jonnelle Marte, economics and Federal Reserve reporter with Bloomberg News, joins the show to preview Jackson Hole and discuss the outlook for inflation and the economy. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses oil prices, OPEC+ action, and the global energy markets. Sam Korus, associate portfolio manager at ARK Invest, talks about the electric vehicle space, competition, and scaling. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the show to talk about the fixed income market. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, discusses Adidas leadership and the state of retail post-July sales figures and a few key earnings reports. Sonali Basak, Bloomberg News Wall Street reporter, discusses the latest news on the Street. Annmarie Hordern, Washington correspondent for Bloomberg TV News, joins the show to discuss the latest headlines from DC. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the show to discuss commodities, Bitcoin sinking, and investing. Soren Bjorn, President, Driscoll’s of the Americas, talks about food prices, inflation, and the supply chain. Carmen Arroyo, credit reporter with Bloomberg News, joins the show to discuss her story this morning on banks’ retreat from mortgage lending. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the Fed and outlook for a recession. Josh Chapman, Managing Partner at Konvoy, joins the show to discuss venture capital and the investment landscape for video games. Keith Laing, Automotive Regulations Reporter with Bloomberg News, joins the show to discuss the Inflation Reduction Act and the way it impacts the US auto industry. Sadek Wahba, Founder, Chairman and Managing Partner of I-Squared Capital and Member of Council on Foreign Relations, talks about Inflation Reduction Act creating a Green Bank, its key investments, and how it impacts inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss inflation, the US economy, and the outlook for a recession. Maria Tadeo, Europe reporter with Bloomberg Opinion, joins the show to talk about the European energy crisis and UK inflation. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, gives us an overall picture on commodities and dropping oil prices. Ian Siegel, CEO at ZipRecruiter (NYSE: ZIP), talks about his company’s performance in Q2 and the labor market in the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid economic tightening. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss inflation, interest rates, and outlook for the US economy. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst of Package Food and Retail Staples, joins the show to wrap Walmart earnings and previews tomorrow’s Target earnings and retail sales numbers for July. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, green policy, and the Inflation Reduction Act’s climate proposals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Hans Dau, CEO of the Mitchell Madison Group, talks about China cutting interest rates and concern over China’s economy. Jay Hatfield, CEO at Infrastructure Capital Management, discusses investing and his market outlook. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Ann Hand, CEO and Chairwoman at Super League Gaming, joins the show to talk about gaming expansion and outlook for the industry amid inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Christopher McGratty, Head of US Banking Research at KBW, a Stifel company, discusses how another rate hike could be a tipping point for banks. Lizzie Evans, Managing Partner at Evans May Wealth, talks about investment strategies and markets in 2022. Vince Cignarella, Global Macro Strategist with BBG News, joins the show to discuss his stance on the Fed and why he doesn't believe they should be as hawkish in curbing inflation. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, joins the show to discuss the economy after softer-than-expected inflation data came out this week. Daphne Zohar, founder and CEO of drug developer PureTech Health, joins the show to discuss the industry, big pharma, and her experience founding a drug developing company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Chance Finucane, Oxbow Advisors Chief Investment Officer, talks about investing strategies amid inflation and rising interest rates in 2022. Daniela Braga, founder and CEO at Defined.ai, joins the show to talk about artificial intelligence in big tech and its growth outlook in the coming years. Vivek Ramaswany, founder of Strive Asset Management and author of the book “Woke, Inc.,” joins us in studio to discuss his company, “excellence capitalism,” ESG and “anti-woke” investing, and other economic and finance-related topics. Mark Elfenbein, CEO of X1 Esports, discusses the global video game market, why it’s falling for the first time since 2015, and the outlook for it in the coming years. Gerry Smith, media reporter with Bloomberg News, talks about Big Ten sports moving away from ESPN and the state of streaming after Disney earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the July CPI report. Lindsey Piegza, Stifel Chief Economist Lindsey Piegza, discusses CPI and the economy. Keith Krach, former Under Secretary of State for Economic, Growth, Energy, and the Environment, and founder of Krach Institute for Tech Diplomacy, discusses the supply chain and economy as well as semiconductor production in the US. Jeffrey Cleveland, director and Chief Economist at Payden & Rygel, talks about the economy, inflation, and whether or not we’re in a recession. Rob Barnett, Senior Analyst with Bloomberg Intelligence, discusses energy prices, CPI, and the Inflation Reduction Act and its impact on energy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.