Podcasts about bloomberg professional

Tom welcomes Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, to discuss commodities and their prospects for 2025. McGlone acknowledges challenges such as lower oil and grain prices, harming producers due to a global surplus and decreasing Chinese demand driven by electric vehicle adoption. He anticipates continued declines in industrial metals like copper and explores geopolitical risks, particularly market implications of tensions between the US and adversaries - China, Russia, North Korea, and Iran. McGlone suggests gold as a prudent investment due to its performance during volatile markets when stocks and Bitcoin underperform. McGlone discusses technological advancements and their impact on the economy. He suggests an investment strategy of rotating between gold and Bitcoin at highs and lows based on their current divergence in performance. McGlone expresses concerns over Bitcoin's excessive ETF inflows as a sign of market speculation. Regarding silver, he suggests the silver-gold ratio should be higher based on volatility and historical patterns, with potential implications if China buys silver through ETFs to address economic challenges. Anticipating potential corrections in the US stock market, increased unemployment, and bond yield issues could lead to a different silver-gold ratio. Time Stamp References:0:00 - Introduction0:47 - Commodities in 20253:22 - Global Demand Decline5:08 - U.S. & China Deficits10:38 - Commodities & Tariffs16:34 - Bitcoin 'Indicator'20:22 - Tether & Treasuries26:07 - Gold/Bitcoin Ratio30:28 - ETF Demand & Flows33:16 - Market Correction?37:04 - 2025 Gold Target39:42 - Thoughts on Silver42:25 - Concluding Thoughts43:45 - Wrap Up Guest Links:Twitter: https://twitter.com/mikemcglone11LinkedIn: https://www.linkedin.com/in/mike-mcglone-a8442513/ Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI(GO). Mr. McGlone specializes in the broad investible commodity markets. Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures. Mr. McGlone has an MBA from DePaul University in Chicago and bachelor's of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager designation.

Tom welcomes back Mike McGlone Senior Commodity Strategist for Bloomberg Intelligence to the show. Mike discusses the current state of financial markets, with a particular focus on gold and Bitcoin. He suggested that investors should consider having exposure to both as part of a diversified portfolio, as they serve different purposes. There has been a shift in investor sentiment towards digital assets, with significant outflows from gold ETFs and inflows into Bitcoin ETFs. McGlone also cautioned that the US stock market is overdue for a correction, which could impact both gold and Bitcoin. Regarding the current state of the financial markets, McGlone believes the US stock market is overvalued compared to the rest of the world, and a reversion could lead to a deflationary environment benefiting gold, crude oil, and copper. He also expressed concerns about the relationship between the US and China, stating that a conflict could have significant implications for the global economy. Regarding gold, McGlone noted its outperformance compared to the S&P 500 since the Fed started tightening in late 2021. However, he also mentioned a gap in the S&P 500 E-minis at around 4600, which could lead to a normal correction in the stock market, benefiting gold by flushing out weak longs and creating a more stable environment. The interview also touched upon inflation, deflation, and the US dollar. While there has been a deflationary impulse in commodities, inflation is being driven mostly by services due to unprecedented money pumping measures by the Fed. The US dollar will remain unstoppable compared to other fiat currencies, but open discourse is crucial for maintaining its value and strength. The speaker added that a significant test for the US stock market could trigger a catalyst needed for the West to start driving gold prices along with the East. When this reversion to the mean occurs in the overvalued US stock market, it will have a profound impact on markets. They also suggested following Mike McGlone, an analyst who covers the gold and commodities markets, on Twitter for more information on these topics. Talking Points From This Episode Mike McGlone recommends considering both gold and some Bitcoin in a diversified portfolio. He warns of an overdue US stock market correction that could affect markest and potential for deflationary benefits to gold, crude oil, and copper when a reversion occurs. Time Stamp References:0:00 - Introduction0:33 - Bottoms on Commodities3:09 - Gold, ETFs, & Bitcoin8:54 - Metals & Recession Risks11:40 - Thoughts on Silver13:50 - Equity Markets & Recession18:44 - U.S. Recession Risks21:20 - Rate Hike Lag Effects24:06 - Yield Curve Thoughts26:17 - Elections & Market Volatility29:23 - Commodities & Deflation31:12 - Q.E. & The Dollar35:06 - Gold East Vs. West?37:28 - Gold Vs. Equity Returns39:15 - Mean Reversion40:13 - M2 & Equity Prices41:46 - Wrap Up Guest Links:Twitter: https://twitter.com/mikemcglone11LinkedIn: https://www.linkedin.com/in/mike-mcglone-a8442513/ Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI(GO). Mr. McGlone specializes in the broad investible commodity markets. Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures. Mr. McGlone has an MBA from DePaul University in Chicago and bachelor's of science and arts degrees from Illinois State University.

Tom welcomes a new guest to the show, Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence. Mike discusses the key indicators signaling an upcoming recession such as tight liquidity which points to a hard landing. The stock market is also at an all-time high relative to GDP since 1936, a sign of a possible recession. Additionally, Europe is in recession, and China is facing declining growth. This recession is a result of a combination of human nature and external factors, such as the autocratic leadership in China and the overbuilding crisis. Mike cautions against speculation surrounding potential escalations with Taiwan or Russia, but notes that the leadership in China may look to place blame for the country's woes outside itself. Mike also discusses the tensions in the South China Sea and the role of the US dollar and US power. He believes that the dollar is seen as a reliable partner in the international community due to its security and willingness to do business. In contrast, the Russian and Chinese models do not involve the US dollar, which could lead to a global economic reset. The push for electric vehicles onto Europe by China is seen as a deflationary force due to the advancement of technology. Mike is optimistic about the strength of the US dollar and resists the idea of a global depression, instead stating that deflationary forces are kicking in. He expects the Fed to not hike rates in November and cautions that the market may be overvalued given the current economic situation. Ultimately, he advises investors to focus on the returns offered from US Treasuries and limit exposure to high-risk assets. In terms of commodities, Mike discusses the surge in US surplus of liquid fuel and crude oil, making OPEC less significant. Gold is the best performing industrial metal and is expected to perform well during the recession. Mike expects the stock market to drop significantly with both the S&P and gold meeting at 3000. He cautions traders to define their risk, protect their stops, and accept when they're wrong, in order to be successful. In conclusion, Mike emphasizes the importance of objective analysis and avoiding confirmation bias in trading and investing. He also mentions his commitment to helping Miami Dade College students understand trading. Time Stamp References:0:00 - Introduction0:56 - Markets & Soft Landings4:43 - China & Demand10:35 - Eastern Concerns13:21 - ECB & Europe Concerns15:35 - Winter & Energy17:58 - US Dollar Strength20:30 - PPI & Fed Hikes?25:40 - Cyclical Inflation?29:09 - Big Reset Ahead?32:50 - Dr. Copper & Oil Demand36:09 - Gold & Currencies38:39 - S&P To Gold Ratio40:16 - Wrongs & Rights44:45 - Thinking Clearly & Exits46:20 - Crypto & Bitcoin51:00 - Wrap Up Talking Points From This Episode The precautions and strategies needed for investment decisions during a recession. Tight liquidity has pushed markets to a recession with most indicators signalling a severe downturn coming. Bitcoin is serving as a reliable leading indicator due to its 24/7 global liquidity. Guest Links:Twitter: https://twitter.com/mikemcglone11LinkedIn: https://www.linkedin.com/in/mike-mcglone-a8442513/ Mike McGlone is Senior Macro Strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI(GO). Mr. McGlone specializes in the broad investible commodity markets. Mr. McGlone joined Bloomberg in 2016 with over 25years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures. Mr.

Jamil talks with Mike McGlone in a really interesting overview of the crypto space. Mike McGlone Bloomberg Intelligence - Senior Commodity Strategist Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI . Mr. McGlone specializes in the broad investible commodity and crypto markets, authoring the monthly Bloomberg Commodity Outlook and Bloomberg Crypto Outlook. Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of U.S. research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures. Mr. McGlone has an MBA from DePaul University in Chicago and bachelor's of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation. --- Support this podcast: https://anchor.fm/crypto-hipster-podcast/support

Jamil talks with Mike McGlone in a really interesting overview of the crypto space. Mike McGlone Bloomberg Intelligence - Senior Commodity Strategist Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI . Mr. McGlone specializes in the broad investible commodity and crypto markets, authoring the monthly Bloomberg Commodity Outlook and Bloomberg Crypto Outlook. Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of U.S. research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures. Mr. McGlone has an MBA from DePaul University in Chicago and bachelor's of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation. Jamil Hasan is a Generation X Author and experienced data intelligence technology builder with two decades of experience leading data-based teams at Fortune 100 companies, including AIG, Prudential Financial, and Ingersoll Rand. Jamil believes that skill and experience, not just age, is the most important factor required to build and lead corporate organizations. His unique story, as someone on the ground floor of the 2008 financial crisis and his role to help repay the $180 billion AIG bailout, enabled him to come face-to-face with many of the societal ills facing Generation X today and their causes. As the result of his experience, Jamil has developed a path forward for his fellow Gen Xers to restore his generation's financial standing in society today and to rebuild the American Dream for Generation X.

Very insighhful interview about the future of bitcoin with Mike McGlone - senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI(GO). Mr. Mike specializes in the broad investible commodity markets. He joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures. Mr. McGlone has an MBA from DePaul University in Chicago and bachelor’s of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.

“Analysis of Q1 2020 U.S. Bank Freight Payment Index” Supply Chain Now Episode 346 This episode of Supply Chain Now features Bobby Holland and Lee Klaskow. Bobby Holland is responsible for the Freight Data Solutions team at U.S. Bank. Bobby has over 36 years of broad-based data processing, software engineering and consulting experience. He has leadership in multiple industries including insurance, large-scale billing, customer care services and banking. His specialties include systems integration, enterprise applications architecture, agile methodology, DevOps practice, systems engineering, object-oriented development, analytics, and product and project management. Bobby’s current focus is in analytics and data-related product management for the freight industry. Bobby holds a degree in Computer Science from Metropolitan State University. Lee Klaskow is a senior analyst for Bloomberg Intelligence, a unique platform for in-depth analysis, ideas, and data sets on industries and companies, as well as credit, government, ESG, and litigation factors that impact decision-making available on the Bloomberg Professional services at BI . He specializes in freight transportation and logistics, including global marine shipping, air freight and logistics sectors as well as the North American trucking and railroad industries. Klaskow provides primary company coverage on CSX, CP, CNI, CHRW, DPW GY, EURN, FDX, JBHT, KSU, KNX, LSTR, MAERSKB DC, NSC, ODFL, UNP, UPS, WERN and XPO, for Bloomberg Intelligence. Engaged in extensive contact with management teams, investors, sell-side analysts, bankers, industry contacts and Bloomberg customers to develop and refine research and analysis. Prior to joining Bloomberg, Klaskow was a senior analyst at Longbow Research and Prudential Equity Group, where he covered freight transportation and logistics companies. He has also worked at Prudential Equity Group as an industrial associate prior to being promoted to senior analyst. Klaskow helped originate and execute global equity transactions for both ABN Amro Rothschild and J.P. Morgan. Klaskow began his career at McCarthy, Crisanti & Maffei analyzing and reporting on the primary equity markets. Klaskow earned his bachelor of science degree in finance and management from Ithaca College, and his master’s in business from Fordham University. Upcoming Events & Resources Mentioned in this Episode: Subscribe to Supply Chain Now: supplychainnowradio.com/subscribe/ Connect with Scott on LinkedIn: www.linkedin.com/in/scottwindonluton/ Connect with Greg on LinkedIn: www.linkedin.com/in/gswhite/ Connect with Bobby on LinkedIn: https://www.linkedin.com/in/bobby-holland-4a9355/ Connect with Lee on LinkedIn: https://www.linkedin.com/in/leeklaskow/ SCN Ranked #1 Supply Chain Podcast via FeedSpot: tinyurl.com/rud8y9m SCNR to Broadcast Live at AME Atlanta 2020 Lean Summit: www.ame.org/ame-atlanta-2020-lean-summit SCNR on YouTube: tinyurl.com/scnr-youtube 2020 AIAG Corporate Responsibility Summit: tinyurl.com/sd8pb8h 2020 AIAG Supply Chain Summit: tinyurl.com/yx5asq35 Supply Chain Trivia Night: supplychainnowradio.com/supply-chain-trivia/ Key Takeaways from Gartner Supply Chain Top 25 Rankings for 2020 Webinar: tinyurl.com/ybodvlxp Supply Chain Now Listener Survey: forms.gle/76Q2ynmidNdRCgzM7 Check Out News From Our Sponsors: The Effective Syndicate: www.theeffectivesyndicate.com/blog U.S. Bank: www.usbpayment.com/transportation-solutions Capgemini: www.capgemini.com/us-en/ Vector Global Logistics: vectorgl.com/ APICS Atlanta: apicsatlanta.org Verusen: www.verusen.com/ ProPurchaser.com: tinyurl.com/y6l2kh7g Supply Chain Real Estate: supplychainrealestate.com/ This episode was hosted by Greg White and Scott Luton. For additional information, please visit our dedicated show page at: www.supplychainnowradio.com/episode-346

"Key 2019 Takeaways & Bold Predictions for 2020: Lee Klaskow with Bloomberg Intelligence” Supply Chain Now Radio, Episode 213 Broadcast Live from eft’s Logistics CIO Forum, a Reuters Event In Austin, TX Lee KLaskow is the featured guest of episode 213. Lee A. Klaskow is a senior analyst for Bloomberg Intelligence, a unique platform for in-depth analysis, ideas, and data sets on industries and companies, as well as credit, government, ESG, and litigation factors that impact decision-making available on the Bloomberg Professional services at BI . He specializes in freight transportation and logistics, including global marine shipping, air freight and logistics sectors as well as the North American trucking and railroad industries. Klaskow provides primary company coverage on CSX, CP, CNI, CHRW, DPW GY, EURN, FDX, JBHT, KSU, KNX, LSTR, MAERSKB DC, NSC, ODFL, UNP, UPS, WERN and XPO, for Bloomberg Intelligence. Engaged in extensive contact with management teams, investors, sell-side analysts, bankers, industry contacts and Bloomberg customers to develop and refine research and analysis. Prior to joining Bloomberg, Klaskow was a senior analyst at Longbow Research and Prudential Equity Group, where he covered freight transportation and logistics companies. He has also worked at Prudential Equity Group as an industrial associate prior to being promoted to senior analyst. Klaskow helped originate and execute global equity transactions for both ABN Amro Rothschild and J.P. Morgan. Klaskow began his career at McCarthy, Crisanti & Maffei analyzing and reporting on the primary equity markets. Klaskow earned his bachelor of science degree in finance and management from Ithaca College, and his master’s in business from Fordham University. Upcoming Events & Resources Mentioned in this Episode: Connect with Lee Klaskow on LinkedIn: https://www.linkedin.com/in/leeklaskow/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gswhite/ Connect with Scott on LinkedIn: https://www.linkedin.com/in/scottwindonluton/ Day One Recap of the eft Logistics CIO Forum: https://youtu.be/Z4BUO03GGl0 Day Two Recap of the eft Logistics CIO Forum: https://youtu.be/wTLz3Hkso2w SCNR to Broadcast Live at CSCMP Atlanta Roundtable Event: https://tinyurl.com/y43lywrd Reverse Logistics Association Conference & Expo: https://rla.org/calendar/1 SCNR to Broadcast Live at MODEX 2020: https://www.modexshow.com/ SCNR to Broadcast Live at AME Atlanta 2020 Lean Summit: https://www.ame.org/ame-atlanta-2020-lean-summit 2020 Atlanta Supply Chain Awards: https://www.atlantasupplychainawards.com/ SCNR on YouTube: https://tinyurl.com/scnr-youtube The Latest Issue of the Supply Chain Pulse: https://conta.cc/2QmHGmq Check Out News From Our Sponsors: The Effective Syndicate: https://www.theeffectivesyndicate.com/blog Spend Management Experts: https://spendmanagementexperts.com/ APICS Atlanta: https://apicsatlanta.org TalentStream: https://talentstreamstaffing.com/ Verusen: https://www.verusen.com/ Georgia Manufacturing Alliance: https://www.georgiamanufacturingalliance.com/ ProPurchaser.com: https://tinyurl.com/y6l2kh7g Supply Chain Real Estate: https://supplychainrealestate.com/ Vector Global Logistics: http://vectorgl.com/ Greg White and Scott Luton hosted this episode. For more information, please visit our dedicated show page at: www.supplychainnowradio.com/episode-213.

Supply Chain Now Radio, Episode 108 “Revisiting the Transportation Outlook with Lee Klaskow of Bloomberg” Broadcast from eft’s 3PL & Supply Chain Summit Featuring: Lee Klaskow is Senior Analyst, Transportation and Logistics, Bloomberg Intelligence, a new dynamic platform for in-depth analysis, ideas, and data sets on industries and companies, as well as credit, government, ESG, and litigation factors that impact decision-making available on the Bloomberg Professional services at BI . He specializes in freight transportation and logistics, including global marine shipping, air freight and logistics sectors as well as the North American trucking and railroad industries. Prior to joining Bloomberg, Klaskow was a senior analyst at Longbow Research and Prudential Equity Group, where he covered freight transportation and logistics companies. He has also worked at Prudential Equity Group as an industrial associate prior to being promoted to senior analyst. Klaskow helped originate develop and execute global equity transactions for both ABN Amro Rothschild and J.P. Morgan. Klaskow began his career at McCarthy, Crisanti & Maffei analyzing and reporting on the primary equity markets. Klaskow earned his bachelor of science degree in finance and management from Ithaca College, and his master's in business from Fordham University. Connect with Lee Klaskow on LinkedIn here: https://www.linkedin.com/in/leeklaskow/ This episode was hosted by Scott Luton and Jim Becker. For more information, please visit our episode page at www.supplychainnowradio.com/episode-108

Build your ETF knowledge base. Learn the differences between ETFs and mutual funds, the growth potential of the ETF market, investor demographics, top ETF predictions, and more with Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence, and Raj Lala, President & CEO of Evolve ETFs. • About Eric Balchunas • Eric is Senior ETF Analyst for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, economics, government, credit, ETFs and litigation available on the Bloomberg Professional service at BI . Eric also appears on and helped create the first-ever ETF TV show called “Bloomberg ETF IQ” as well as a weekly segment for Bloomberg TV and Radio called "Exchange-Traded Friday.” He is also a Bloomberg View columnist as well as co-host of a new podcast on ETFs called “Trillions.” He authored "The Institutional ETF Toolbox," which was published by Wiley in March 2016. Learn more about Evolve ETFs: https://evolveetfs.com/

CTO Interview: The guest today is Robert D'Arco, CEO, Rival Systems. He discusses: An overview of your background in the derivatives markets. What is Rival Systems? Who is the target end-user? The Rival Risk Analytics Suite. Hot Topics in Tech: What's happening in the world of fin tech? Technology groups warned on stricter financial regulation - The chairman of HSBC has said that regulators in China and elsewhere are starting to consider more seriously whether technology companies that provide financial services should, like banks, be regulated more heavily. Blockchain initiative called R3 backed by 9 large investment banks - Nine of the largest investment banks, including Goldman Sachs, JPMorgan and Credit Suisse, are planning to develop common standards for blockchain technology in an effort to broaden its use across financial services. Bloomberg and Twitter sign data licensing agreement - The long-term data agreement with Twitter will further enhance financially relevant information found on the social media platform for users of the Bloomberg Professional service.   The Inbox: Listener questions and comments Question from TomTom08 - Hello TT crew, love the show. Hope you grin back the Lightning Round soon. I would like you guys to comment on OpenFin (https://openfin.co/) and how it can extend the capability of HTML5 for FinTec providers.

CTO Interview: The guest today is Robert D'Arco, CEO, Rival Systems. He discusses: An overview of your background in the derivatives markets. What is Rival Systems? Who is the target end-user? The Rival Risk Analytics Suite. Hot Topics in Tech: What’s happening in the world of fin tech? Technology groups warned on stricter financial regulation - The chairman of HSBC has said that regulators in China and elsewhere are starting to consider more seriously whether technology companies that provide financial services should, like banks, be regulated more heavily. Blockchain initiative called R3 backed by 9 large investment banks - Nine of the largest investment banks, including Goldman Sachs, JPMorgan and Credit Suisse, are planning to develop common standards for blockchain technology in an effort to broaden its use across financial services. Bloomberg and Twitter sign data licensing agreement - The long-term data agreement with Twitter will further enhance financially relevant information found on the social media platform for users of the Bloomberg Professional service. The Inbox: Listener questions and comments Question from TomTom08 -Hello TT crew, love the show. Hope you grin back the Lightning Round soon. I would like you guys to comment on OpenFin (https://openfin.co/) and how it can extend the capability of HTML5 for FinTec providers.