About this episode
Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on the UAW possible strike. Monica Defend, head of Amundi Institute, the largest asset manager in Europe, joins to discuss stagflation in Europe and outlook for Euro and global economies. Richard Bourke, with Bloomberg Intelligence, joins to discuss how a potential autoworker strike in Detroit can take its toll on the steel industry. Mike Parra, CEO of DHL Express Americas, joins to discuss his company, costs from inflation and Fed tightening, and supply chain concerns. Barry DiRaimondo, founder of commercial real estate developer Steelwave, joins to talk commercial real estate concerns and pressures on real estate across the US. Tor Hagen, Chairman at Viking, joins to talk about the cruise industry and outlook for his company. Hosted by Paul Sweeney and Matt Miller.
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