About this episode
Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and outlook for auto makers. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to discuss the latest tech earnings and his recommendations for stocks. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss regional bank stocks recent negativity and weariness in the months ahead as the Fed signals higher for longer. Bryan Whalen, co-CIO and Generalist Portfolio Manager from TCW, joins to discuss the latest bond market turmoil and what it means for a recession outlook. Mike Sievert, T-Mobile CEO, joins to discuss company earnings. Jack Devine, founding partner at the Arkin Group, joins to discuss the latest on the Israel-Hamas war. Kate Kaminski, COO of Walton Global, joins the latest to discuss housing, mortgage rates, and commercial real estate. Hosted by Paul Sweeney and Matt Miller.
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