Treasuries, ETFs, GE, and Private Credit (Podcast)
About this episode
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the show to talk GE earnings and breakdown the company’s stock. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Chieh Huang, CEO of BOXED (NASDAQ: BOXD), joins the show to discuss managing his company amid inflation, cuts to tech, and why he anticipates a strong year in 2023 for BOXED. Hosted by Paul Sweeney and Matt Miller.
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