About this episode
Natalie Trevithick, head of Investment Grade Credit Strategy at Payden & Rygel, discusses the economy and investment strategies in the second half of the year. Valentin Nalyvaichenko, member of Ukrainian Parliament and former head of the Security Service of Ukraine, joins the show to discuss the latest on the war in Ukraine. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, talks about Walmart earnings and the overall outlook for retail. Brad Evans, Senior VP and Portfolio Manager at Heartland Advisors, talks about small caps and active value. Brent Donnelly, president at Spectra Markets, discusses Fed framework, the US Dollar, and prepping for the FOMC meeting. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.