About this episode
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental Opportunities Strategy at Essex Investment Management, joins to talk investing strategies and stocks. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss his research on the PPI plunge and his outlook for commodities, inflation, and crypto. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, joins us from the Global Energy and Security Talks in Doha to discuss the war in Ukraine, the expected counteroffensive and its potential effectiveness, and outlook for Western support. Dr. Lori Esposito Murray, President of the Committee for Economic Development at the Conference Board, joins to discuss her conversations with Congress members and CEOs on the direct business consequences of a debt ceiling default. Jack Fitzpatrick, reporter with Bloomberg Government, joins us to give us the latest color on the negotiations, or lack thereof, from DC. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton. See omnystudio.com/listener for privacy information.