Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence, on the story riveting the ETF market: Cathie Wood and the Ark Funds. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the economy and key takeaways from Jay Powell’s testimony. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond market selloff and outlook for fixed income markets. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, discusses Johnson & Johnson's pending emergency use approval for its one-shot vaccine. Hosted by Paul Sweeney and Matt Miller.
Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors, on key takeaways from Fed Chair Powell’s semi-annual report to Congress. Ed Ludlow, Bloomberg reporter in San Francisco, discusses the Churchill Capital Corp IV SPAC plunging after confirming its merger with Lucid. Josh Duitz, portfolio manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI) at Aberdeen Standard Investments, on infrastructure investing. David Harden, CIO, Summit Global Investments, on markets and investment outlook. Hosted by Paul Sweeney and Matt Miller.
Rob Brown, CEO of Lincoln International, on the red hot state of M&A. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Ford’s new electric Mustang Mach E, and why this could be a problem for Tesla. Sarah Ponczek, Bloomberg cross-asset reporter, on the bond market selloff. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on markets and his current investment outlook. Hosted by Paul Sweeney and Matt Miller.
Former E*Trade CEO Karl Roessner, CEO of Lefteris Acquisition, reacts to the GameStop hearing and what changes may come. Logan Mohtashami, housing data analyst and Lead Analyst for HousingWire, on why the housing market is too hot. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the jump in yields. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: “Texas Shows What Comes From Ignoring Climate Change.” Hosted by Paul Sweeney and Matt Miller.
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why Robinhood is being unfairly targeted. Sinan Aral, Director of the MIT Initiative on the Digital Economy, along with Barry Ritholtz, on the GameStop hearing and whether social media like r/WallStreetBets manipulated financial markets. Rich Greenfield, Partner and media analyst at Lightshed Partners LLC, on their new venture fund. Joe Carroll, US Energy reporter for Bloomberg, on the Texas power crisis. Hosted by Paul Sweeney and Matt Miller.
Meltem Demirors, Chief Strategy Officer at CoinShares, on bitcoin breaking thru $50,000 and the growing adoption of crypto. Craig Johnson, President of Customer Growth Partners, on the surprisingly strong retail sales numbers. Liam Denning, energy, mining & commodity columnist for Bloomberg Opinion, on the Texas power and climate change crisis, and his column: “Texas, California Blackouts: A Song of Ice, Fire.” Josh Eidelson, Bloomberg labor reporter, on how the gig economy is coming for millions of American jobs. Hosted by Paul Sweeney and Matt Miller.
Mike Jackson, CEO of AutoNation, on their best quarter ever. Gilda Perez-Alvarado, Global CEO of JLL Hotels & Hospitality, on the huge amounts of capital chasing hotel investments. Cliff Kupchan, Chairman of Eurasia Group, on their global covid report. Naureen Malik, Natural Gas and Power Markets Reporter for Bloomberg, on the deep freeze and power outage in Texas and Midwest. Hosted by Paul Sweeney and Matt Miller.
Michael Nathanson, Founding Partner and Senior Research Analyst at MoffettNathanson, on Disney earnings and the streaming landscape. Raj Agrawal, CFO for Western Union, on Q4 earnings and impact of the pandemic on their business. Leland Miller, CEO of China Beige Book International, on Biden’s call with China President Xi Jinping. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Hosted by Paul Sweeney and Vonnie Quinn.
Sonos CEO Patrick Spence on Q1 earnings, and how they tapped into the growing home audio category during the pandemic. Dr. Lucas Joppa, Chief Environmental Officer at Microsoft, on the company’s carbon removal investments and environmental strategy. Kate Krader, Food Editor for Bloomberg Pursuits, on NYC restaurants reopening with grim 25% math in mind. Ferdinando Giugliano, Bloomberg Opinion editor, discusses his column: “Who’s Booking Their Beach Holiday Already?” Hosted by Paul Sweeney and Vonnie Quinn.
Kåre Schultz, CEO of Teva Pharmaceuticals, on earnings and outlook. Jim Paulsen, Chief Investment Strategist for The Leuthold Group, on his current investment outlook, and whether we're in a bubble. June Grasso, Bloomberg Legal Analyst and Host of Bloomberg Law, discusses the second impeachment trial of former President Trump. Chris Bryant, Bloomberg Opinion industrials columnist, on his column: “Musk's Bitcoin Bet Is a Bean Counter's Nightmare.” Hosted by Paul Sweeney and Vonnie Quinn.