About this episode
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock picks and discusses his outlook for equities. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show from Las Vegas where he’s at the Web3-crypto conference to discuss the outlook for crypto and risk assets, as well as commodities with the war in Ukraine ramping up. Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to discuss Credit Suisse facing an $8 billion shortfall and gives us a preview of bank earnings this week. Brian Egger, with Bloomberg Intelligence, joins the show to discuss Carnival’s stock dip in the pre-market, outlook for cruises and lodging, and other travel-related issues. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.