About this episode
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss sectors he likes and investing strategies. Mona Mohajan, Senior Investment Strategist with Edward Jones, gives her market outlook and discusses the possibility of a US recession in 2023. Bloomberg Intelligence senior analyst Mandeep Singh and Bloomberg Technology host Ed Ludlow join in a roundtable to break down Rivian and Meta. Ryan Fox, Corrugated Market Analyst with Bloomberg Intelligence, joins to discuss his recent note on “The Cardboard Box” recession. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins to talk about her column on student loan forgiveness. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Janet Lorin, Higher Ed Finance reporter with Bloomberg News, joins us in studio to discuss her piece on Harvard being targeted by a Massachusetts bill on legacy admissions. Hosted by Paul Sweeney and Jess Menton. See omnystudio.com/listener for privacy information.