Podcasts about mainstay capital management

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Best podcasts about mainstay capital management

Latest podcast episodes about mainstay capital management

P&L With Paul Sweeney and Lisa Abramowicz
Walmart Shares Surge, Deere Earnings

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 16, 2024 42:56 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, Head of Real Estate Strategy & Research at Cohen & Steers, discusses the latest on commercial real estate. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Rich Lesser, Global Chair at the Boston Consulting Group, discusses three topics that are at the top of the agenda for CEOs in 2024: scaling AI to deliver value; cost management and productivity; and prioritizing climate action. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Home Depot to Buy SRS , Amazon-Anthropic Tie-Up

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 28, 2024 42:17 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot saying they will buy the roof supply firm, SRS. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss U.S eco data and the Fed. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about Amazon's investment in Anthropic. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the column: "Bankman-Fried's Original Sin at FTX Is Trouble for All of Crypto." Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 15, 2024 40:32 Transcription Available


Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, breaks down U.S Retail Sales. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the latest in U.S commercial real estate. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Tesla, US GDP, and Markets (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 26, 2023 46:37


Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the Fed's rate hike path, and outlook for the economy. Craig Trudell, Global Automotive Editor for Bloomberg News, joins the program to discuss Toyota's CEO change. Yelena Shulyatyeva, Senior US Economist with BNP Paribas, joins us in studio to discuss US GDP and outlook for the US economy. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to discuss sectors and stocks he likes as markets price in recent eco data. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
David Kudla on the Markets (

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Oct 6, 2022 6:52 Transcription Available


David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, discusses the latest on the markets. He spoke with hosts Bryan Curtis and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
David Kudla on the Markets (Radio)

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Aug 12, 2022 8:10 Transcription Available


David Kudla, Founder, CEO and Chief Investment Strategist, at Mainstay Capital Management discusses the latest on the markets. He spoke with hosts Bryan Curtis and Rishaard Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

The Cable
Where Will Inflation Go From Here? (Audio)

The Cable

Play Episode Listen Later Jul 29, 2022 6:55


David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about market volatility and the economy in 2022. Hosted by Paul Sweeney and Matt Miller.

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Melvin Capital, And Satellites (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 19, 2022 21:37


Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses volatile markets and the economy. Sonali Basak, Bloomberg News Wall Street reporter, discusses Melvin Capital and what's next for hedge funds. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about market volatility and the economy in 2022. Peter Platzer, CEO of Spire, talks about satellite tech and his company. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
The Economy, EVs, And Markets (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 21, 2022 20:33


Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut of the all-electric “Lincoln Star Concept” and the company's EV goals. Kristof Gleich, President and CIO at Harbor Capital Advisors, talks markets and investment strategies in 2022. David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war, inflation, and rising interest rates. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Investing, Markets, And The SALT Tax

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 17, 2022 22:50


Sean O'Hara, President of Pacer ETFs, discusses investing and the economy. Aysha Bagchi, Legal Reporter with Bloomberg Industry Group, discusses the SALT Tax. Mike Vogelzang, CIO & Managing Director at CaptTrust, discusses markets, inflation, and the economy in 2022. David Kudla, founder and CEO of Mainstay Capital Management, talks about the market reaction to the Ukraine war and the Fed. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

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P&L With Paul Sweeney and Lisa Abramowicz
The Markets, Ukraine, And Biden's SCOTUS Pick

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 25, 2022 23:10


David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war and how it shifts the economic outlook in 2022. Lauren Hein, Head of Advisor Relations at ROBO Global, talks about tech equities reacting to the Ukraine war. Tom Orlik, Chief Economist with Bloomberg Economics, discusses the Bloomberg “Big Take” story on the global economic implications of the war in Ukraine. June Grasso, host of “Bloomberg Law” and “Bloomberg Opinion,” discusses President Biden's Supreme Court pick. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Inflation, Health Tech, And Alcoa's Strong Q4

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 20, 2022 28:12


Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company's Q4 earnings, the aluminum market, and pivoting into a carbon-conscious future. Nina Deka, Senior Research Analyst with ROBO Global, discusses health tech investment. David Kudla, Founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
A Closer Look At The Fed And Renewables

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 18, 2021 26:03


Janelle Woodward, President of MacKay Shields, talks about inflation, interest rates, the Federal Reserve, and her economic outlook. Vijay Manthripragada, CEO of Montrose Environmental Group, discusses President Biden's infrastructure bill, COP26, and renewables. David Kudla, founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins the show to talk about Federal Reserve tapering and his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller. Barry Ritholtz, the Founder of Ritholtz Wealth Management, a Bloomberg Opinion columnist, and host of Bloomberg's “Masters in Business,” talks about the supply chain and inflation. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Crypto Regulation, Supply Chain Constraints, Labor

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 21, 2021 25:26


Mary Beth Buchanan, President of Americas and Global Chief Legal Officer at Merkle Science, discusses cryptocurrency regulation. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, discusses his current investment outlook and the health of the economy. Ataman Ozyildirim, Director of Economic Research and Global Research Chair at the Conference Board, discusses monthly LEI data. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, discusses the labor market. Hosted by Matt Miller and Paul Sweeney. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
SpaceX Sends Civilians Into Space

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 16, 2021 26:01


Ed Ludlow, West Coast Correspondent covering rockets and big tech for Bloomberg News, discusses the recent SpaceX launch. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his current investment outlook and stock picks. Ian Balina, Founder & CEO of Token Metrics, talks crypto investment strategies. Anjee Solanki, National Retail Director for the U.S. at Colliers, discusses the latest U.S. retail data. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller) See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
Chipotle CFO on the Challenging Labor Environment

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 22, 2021 27:54


Jack Hartung, Chipotle CFO, discusses earnings, restaurant demand, and hiring. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, discusses treasury yields, and his investment outlook. Nadia Lovell, Senior U.S. Equity Strategist, UBS Global Wealth Management, discusses earnings & her outlook for equity markets. Michael Dean, Bloomberg Intelligence Senior European Autos Analyst discusses Mercedes plans to launch three new all-electric vehicle platforms in 2025. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

P&L With Paul Sweeney and Lisa Abramowicz
Breaking Down The Bitcoin Drop (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 19, 2021 29:18


Bloomberg Intelligence Commodity Strategist, Mike McGlone discusses the Bitcoin plunge. Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, former adviser at the Dallas Federal Reserve, Bloomberg Opinion contributor, and author of "FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America," gives her outlook on inflation and what she expects from the Fed minutes. Tai Lopez, Executive Chairman of Retail E-commerce Ventures (REV), discusses the retail landscape. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his outlook on the markets. Hosted by Paul Sweeney and Matt Miller.

P&L With Paul Sweeney and Lisa Abramowicz
Breaking Down Apple With A Look At The Latest Tech (Radio)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 21, 2021 29:07


Anand Srinivasan, Bloomberg Intelligence Senior Analyst: Semiconductors & Tech Hardware, on the latest Apple tech. Precious Metals Specialist with Gainesville Coins, Everett Millman, gives his outlook on gold. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management gives his current investment outlook, stock picks, and a look the economy. Bloomberg Opinion columnist, Sarah Halzack discusses her column: "Not Everyone Can Copy P&G's Price Hikes. Hosted by Paul Sweeney and Matt Miller.

P&L With Paul Sweeney and Lisa Abramowicz
BNY's Levine: Inflation Will Be Higher Than Expected

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 9, 2021 27:44


Alicia Levine, Chief Strategist at BNY Mellon, on how the inflation issue will color markets. Jeffrey Rosenberg, Portfolio Manager of the BlackRock Systematic Multi-Strategy Fund, on why there's not much value left in fixed income markets. Molly Schuetz, U.S. technology editor for Bloomberg, on Amazon workers voting against joining a retail union. Brad Repke, Senior Wealth Advisor at Mainstay Capital Management, on this year’s ENGAGE Undergraduate Investment Conference, the largest collegiate investment conference in North America. Hosted by Paul Sweeney and Matt Miller.

P&L With Paul Sweeney and Lisa Abramowicz
We Need To Feel Each Other's Pain: Northern Trust's Thomas

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 15, 2020 31:25


Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses her column: "Is OPEC’s Power Over the Oil Market Broken?" David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking with tech. Alison Williams, Senior Analyst: Global Investment Banks and Asset Management for Bloomberg Intelligence, on a potential UBS-Credit Suisse merger. Hosted by Paul Sweeney and Vonnie Quinn. 

P&L With Paul Sweeney and Lisa Abramowicz
Why Millions of People Have Dived Into Day Trading

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 19, 2020 31:22


Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg finance reporter, discusses her story: "Juneteenth Tests Corporate America’s Pledges to Fight Racism." Hosted by Paul Sweeney and Vonnie Quinn.

Bloomberg Businessweek
The Outlook for Reopening

Bloomberg Businessweek

Play Episode Listen Later May 22, 2020 46:40


Dr. Amesh Adalja, Infectious Disease Physician at the Johns Hopkins Center for Health Security at the Johns Hopkins Bloomberg School of Public Health, provides a coronavirus and reopening update. Bloomberg Businessweek Editor Joel Weber and Businessweek Economics Editor Peter Coy discuss an article in the magazine about President Trump’s response to the pandemic. Bloomberg New Economy Editorial Director Andy Browne breaks down U.S.-China tensions. Bloomberg News Investing Reporter Annie Massa talks about the Fed turning to BlackRock when it needs Wall Street’s help. And we Drive to the Close with David Kudla, CEO at Mainstay Capital Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Bloomberg Businessweek
The Outlook for Reopening

Bloomberg Businessweek

Play Episode Listen Later May 22, 2020 46:40


Dr. Amesh Adalja, Infectious Disease Physician at the Johns Hopkins Center for Health Security at the Johns Hopkins Bloomberg School of Public Health, provides a coronavirus and reopening update. Bloomberg Businessweek Editor Joel Weber and Businessweek Economics Editor Peter Coy discuss an article in the magazine about President Trump's response to the pandemic. Bloomberg New Economy Editorial Director Andy Browne breaks down U.S.-China tensions. Bloomberg News Investing Reporter Annie Massa talks about the Fed turning to BlackRock when it needs Wall Street's help. And we Drive to the Close with David Kudla, CEO at Mainstay Capital Management. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

P&L With Paul Sweeney and Lisa Abramowicz
Square Working With Government to Speed Up Small Business Payments

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 7, 2020 28:48


Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.

P&L With Paul Sweeney and Lisa Abramowicz
Markets Uncertain After Messy China-U.S. Deal Rollout

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 13, 2019 30:33


Leland Miller, CEO of China Beige Book International, on what the Chinese are saying about the China trade deal. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Michael Hirtzer, Bloomberg agriculture reporter in Chicago, on how the China trade deal will impact agricultural goods and farmers. Danny Blanchflower, Professor of Economics at Dartmouth, former BOE policy maker and Bloomberg Opinion columnist, on the UK election and economy. Hosted by Lisa Abramowicz and Paul Sweeney.

P&L With Paul Sweeney and Lisa Abramowicz
Ford Moves In Right Direction With Euro Job Cuts: Kudla

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 27, 2019 29:26


David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the winners and losers of the first Democratic debate. Ron Luzon, CEO of My Size, on disrupting online clothes shopping with a “virtual measuring tape" to find the perfect fit, all done from a 4-inch smart phone. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, discusses the bitcoin rally.  Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga

Rational Perspective
Tesla is facing Code Red

Rational Perspective

Play Episode Listen Later May 21, 2019 26:24


The news that Tesla shares have dipped to below $200, which is the lowest level since 2016 this week is not the end of bad news for Elon Musk's electric car company. Morgan Stanley has slashed its worse-case scenario for the share price to just $10 over concern that the company has saturated the electric-car market. Analysts say that demand is at the heart of the problem and that Tesla has grown too big relative to near-term demand. David Kudla from Mainstay Capital Management told Bloomberg's Lisa Abramowicz and Paul Sweeney that Tesla may be shifting to insolvency. - Linda van Tilburg

P&L With Paul Sweeney and Lisa Abramowicz
Tesla Growth Story May Be Shifting To Solvency Story

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 20, 2019 27:18


David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in restructuring. Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Jordan Gaspar, Managing Partner of AccelFoods, on the future of food and how to invest in it.  Edward Hertzman, Founder and President of Sourcing Journal, discusses how tariffs will impact the apparel and footwear industries, and how companies are responding. Hosted by Lisa Abramowicz and Paul Sweeney. 

P&L With Paul Sweeney and Lisa Abramowicz
Macri Frittered Away His Time To Make Reforms: Rhodes (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 25, 2019 27:06


"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Intel and discusses the rally in semiconductor stocks. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford and Tesla. Brian Chappatta, Bloomberg Opinion debt columnist, discusses why the Fed should buy muni bonds in the next recession. 

Bloomberg Businessweek
Dimon Warns of Wild Ride, Small Businesses ‘Cautiously Optimistic', Tesla Bull-Bear Debate

Bloomberg Businessweek

Play Episode Listen Later Apr 4, 2019 31:49


Michelle Davis, Bloomberg News Finance Reporter, discusses JPMorgan chief Jamie Dimon warning investors of potential volatility in his annual letter annual letter to shareholders. Jenn Flynn, Head of Small Business at Capital One, breaks down data from the Small Business Growth Index survey. Ross Gerber, CEO at Gerber Kawasaki Wealth Management, and David Kudla, CEO at Mainstay Capital Management, share opposing views on Tesla, after the electric car manufacturer reported a record decline in deliveries. And we Drive to the Close with Yana Barton, Equity Portfolio Manager at Eaton Vance. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
Dimon Warns of Wild Ride, Small Businesses ‘Cautiously Optimistic’, Tesla Bull-Bear Debate

Bloomberg Businessweek

Play Episode Listen Later Apr 4, 2019 31:49


Michelle Davis, Bloomberg News Finance Reporter, discusses JPMorgan chief Jamie Dimon warning investors of potential volatility in his annual letter annual letter to shareholders. Jenn Flynn, Head of Small Business at Capital One, breaks down data from the Small Business Growth Index survey. Ross Gerber, CEO at Gerber Kawasaki Wealth Management, and David Kudla, CEO at Mainstay Capital Management, share opposing views on Tesla, after the electric car manufacturer reported a record decline in deliveries. And we Drive to the Close with Yana Barton, Equity Portfolio Manager at Eaton Vance. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

P&L With Paul Sweeney and Lisa Abramowicz
China's Private Sector Pressuring Xi For Open Economy (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 14, 2019 29:28


Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior Finance Writer for Bloomberg, on Citibank and bank earnings.  Chris Russo, Head of Houlihan Lokey's Sports Practice, on pro-sports M&A, esports valuations, and whether momentum for sports gambling will continue. David Kudla, Founder and CEO of Mainstay Capital Management, on the big news out of the North American International Auto Show in Detroit. 

Jeff Gilbert's Tales From The Auto Beat
Third Quarter Expectations

Jeff Gilbert's Tales From The Auto Beat

Play Episode Listen Later Oct 23, 2018 9:21


October 23, 2018:  Carmakers prepare to announce their third quarter earnings.  What can we expect?  We preview the reports with David Kudla of Mainstay Capital Management. 

expectations third quarter carmakers david kudla mainstay capital management
Bloomberg Businessweek
GM Firing on All Cylinders, Investing in Natural Gas, Impact of VIX Spike

Bloomberg Businessweek

Play Episode Listen Later Feb 6, 2018 35:38


David Kudla, CEO at Mainstay Capital Management, discusses General Motors' success and why they should not buy Tesla. Ryan Kelley, Portfolio Manager at Hennessy Funds, provides his outlook for natural gas. Sarah Ponczek, Bloomberg News Finance Reporter, and Ralph Drybrough, Co-Founder of StratiFi, look at using the VIX to take risk out of portfolios. We Drive to the Close with Jeff Krumpelman, CIO at Riverpoint Capital Management. And Carol and Cory hit today's “Movers and Shakers” and Bloomberg Stocks Editor Dave Wilson has the “Stock of the Day.”  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
GM Firing on All Cylinders, Investing in Natural Gas, Impact of VIX Spike

Bloomberg Businessweek

Play Episode Listen Later Feb 6, 2018 35:38


David Kudla, CEO at Mainstay Capital Management, discusses General Motors’ success and why they should not buy Tesla. Ryan Kelley, Portfolio Manager at Hennessy Funds, provides his outlook for natural gas. Sarah Ponczek, Bloomberg News Finance Reporter, and Ralph Drybrough, Co-Founder of StratiFi, look at using the VIX to take risk out of portfolios. We Drive to the Close with Jeff Krumpelman, CIO at Riverpoint Capital Management. And Carol and Cory hit today’s “Movers and Shakers” and Bloomberg Stocks Editor Dave Wilson has the “Stock of the Day.” 

Bloomberg Businessweek
Day Two at Schwab Impact 2017 in Chicago

Bloomberg Businessweek

Play Episode Listen Later Nov 16, 2017 36:32


Kim Laughton, President of Schwab Charitable, discusses a potential record-breaking year for U.S. philanthropy. David Kudla, CEO/CIO at Mainstay Capital Management, explains why he is shorting Tesla. Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab, on 5 reasons investors should give thanks. Tony Davidow, Alternative Beta/Asset Allocation Strategist at Schwab Center for Financial Research, talks about the growth of strategic beta. And Carol and Cory hit the "Movers and Shakers on Wall Street" and Dave Wilson's "Stock of the Day."    Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek
Day Two at Schwab Impact 2017 in Chicago

Bloomberg Businessweek

Play Episode Listen Later Nov 16, 2017 36:32


Kim Laughton, President of Schwab Charitable, discusses a potential record-breaking year for U.S. philanthropy. David Kudla, CEO/CIO at Mainstay Capital Management, explains why he is shorting Tesla. Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab, on 5 reasons investors should give thanks. Tony Davidow, Alternative Beta/Asset Allocation Strategist at Schwab Center for Financial Research, talks about the growth of strategic beta. And Carol and Cory hit the "Movers and Shakers on Wall Street" and Dave Wilson's "Stock of the Day."   

P&L With Paul Sweeney and Lisa Abramowicz
P&L: The Thanksgiving Price War

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 23, 2016 25:54


Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kudla, CEO of Mainstay Capital Management, discusses markets and investing in the new Donald Trump landscape. Also, Ben Brody, a politics reporter for Bloomberg, recaps Trump's meeting with the New York Times. Finally, Karen Ubelhart, an industrials analyst for Bloomberg Intelligence, says that John Deere is nearing the end of cost-cutting.

P&L With Paul Sweeney and Lisa Abramowicz
Mainstay's Kudla Sees Emerging Equities as Top Performer(Audio)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 1, 2016 12:00


(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, on fallout from Brexit on markets and investing.

P&L With Paul Sweeney and Lisa Abramowicz
Mainstay's Kudla Favors Tech in a Rate Hike Environment (Audio)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 27, 2016 12:00


(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, on the market reaction to Yellen speech, and where he is seeing value.

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