About this episode
Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Grahn, Vice President and Head of ETF Strategy at AllianzIM, joins the show to talk investing and ETF strategy. Shannon Susko, managing director, co-head of strategic solutions & IR and head of Healthcare at Edelman Smithfield, joins the show to talk about investors’ healthcare allocation. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins the show to discuss home affordability and when home prices might go down. Maribeth Dela Cruz, President of Jollibee Group, North America, joins the show to discuss the fast-food chain’s expansion in the US and globally and doing so amid global inflation and rising food prices. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.