About this episode
Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, joins not discuss labor in the US, weekly jobless claims, and outlook for jobs. Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses the outlook for markets amid yield curve inversion and further rate hikes. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Brian Egger, Senior Gaming & Lodging Analyst with Bloomberg Intelligence, join in an earnings roundtable on consumer goods and travel. Jen can discuss Kellogg while Brian can discuss Hilton. Matt Smith, Investment Director at the investment firm Ruffer, joins the program to discuss sectors he likes in 2023 in an uncertain market. Hosted by Matt Miller and Kriti Gupta. See omnystudio.com/listener for privacy information.