Podcasts about silvercrest asset management

The market faces its biggest test yet as Nvidia prepares to report results. Synovus Trust's Dan Morgan previews the quarter. Plus, Target is also out with earnings this morning, just days after announcing thousands of price cuts. SW Retail Advisors' Stacey Widlitz lays out her expectations. And, Fed Governor Christopher Waller is taking a "wait and see" approach when it comes to rate cuts. Silvercrest Asset Management's Robert Teeter and Charles Schwab's Jeffrey Kleintop discuss.

Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, joins to preview FedEx earnings, discuss geopolitical tensions affecting shipping lines, and talk about his new podcast. Jeffrey Hirsch, editor of the Stock Trader's Almanac, joins to discuss his correct market call this year, a potential Santa Claus rally, seasonality, and small caps. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to discuss lending and outlook for financing in the US. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

A market leadership reversal could be underway with the utilities sector outpeforming this week and communication services lagging. Mizuho's Anthony Crowdell and The Benchmark Company's Matthew Harrigan lay out what's ahead. Plus, Mastercard is out with its latest SpendingPulse report showing a 7.5% increase in online sales during November. Mastercard's Steve Sadove explains. And, markets are on track to close out a seventh straight week of gains. Silvercrest Asset Management's Robert Teeter, 248 Ventures' Lindsey Bell, and Pivotal Advisors' Tiffany McGhee discuss.

Disney reports earnings today, with a key focus on profitability for its streaming business. Bleakley Financial Group's Peter Boockvar tees up the results. Plus, a number of companies are facing pressure over a recent string of cyberattacks. Gen Digital CEO Vincent Pilette discusses. And, investors continue to debate the Federal Reserve's next move for rates. Silvercrest Asset Management's Robert Teeter and Capital Wealth Planning's Kevin Simpson explain.

A growing number of unions are striking across the country. Former Acting Labor Secretary Seth Harris and American Enterprise Institute's James Pethokoukis explain. Plus, Ice Brent continues to trade at its lowest level in three weeks. RBC Capital Markets' Helima Croft discusses. And, surging Treasury yields are putting pressure on the broader markets. Silvercrest Asset Management's Robert Teeter and Truist Advisory Services' Keith Lerner lay out what's ahead.

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. George Royeca, CEO of Angkas, discusses his company being the “Uber of motorcycles” in the Philippines and outlook for consumers in Asia and globally. Bloomberg News Detroit Bureau Chief David Welch joins to discuss Matt Miller driving the 2023 Chevrolet Colorado Z71 crew cab. Mark Dixon, CEO of IWG (OTC: IWGFF), joins to discuss return to office and outlook for real estate. Howard Chua-Eoan, International Editor with Bloomberg Opinion, joins to discuss President Biden's comments about Xi Jinping. Hayden Brown, CEO of Upwork (NASDAQ: UPWK), joins to discuss remote work and the freelance job market. Lisa Donahue, co-head of Americas and Asia at global consultancy firm AlixPartners, joins to discuss markets and the global economy. Nick Akerman, former assistant special Watergate prosecutor, joins to talk about Hunter Biden and an assigned special counsel. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell's comments from this week and the Banks' Fed Stress Test and outlook for the big banks and regionals. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jonathan Levin, Opinion Columnist with Bloomberg News, discusses his article on Carnival cruises and what he thinks it portends about 2Q earnings. Bloomberg Intelligence Senior Gaming and Lodging Analyst Brian Egger also joins, discussing Carnival and outlook for the industry. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Stacey Stevenson, CEO at Family Equality, discusses diversity hiring efforts and how they've been prioritized as businesses tighten spending and face challenging legislation from lawmakers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Fed Chair Jerome Powell heads back to Capitol Hill today for his second day of testimony before Congress. Wall Street Journal's Nick Timiraos lays out what to expect. Plus, several tech executives are set to meet with India Prime Minister Narendra Modi today to discuss regulation and infrastructure. Avaya CEO Alan Masarek describes what it's like to do business in India. And, data from JPMorgan shows that the average retail investor still believes the market rally will roll on from here. Silvercrest Asset Management's Robert Teeter and RBC Capital Markets' Amy Wu Silverman preview the trading day ahead.

Another batch of retail earnings is out today as the focus on consumer spending continues. R5 Capital's Scott Mushkin lays out his expectations. Plus, investors are feeling more anxious over the 11th hour nature of the debt ceiling talks, at least on the fixed income side. Silvercrest Asset Management's Robert Teeter and BondBloxx's Joanna Gallegos discuss the recent moves in yields. And, what's in store for the trading day ahead? Evans May Wealth's Lizzie Evans weighs in.

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the new Twitter CEO. Bloomberg's Bailey Lipschultz also joins. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation and a potential debt default on US currency. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dan Ives, Senior Equity Analyst at WedBush Securities, explains why he thinks Linda Yaccarino potentially becoming the next CEO of Twitter would be a “home run.” Mark Douglas, CEO at MNTN, also joins to talk about the NBC shakeup and streaming wars. He can also discuss its impact on Peacock and streaming, as well as Tesla. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, joins to discuss the backlash causing ESG ETF closing. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Investors are getting their first real chance to trade on the back of Friday's monthly employment report. Silvercrest Asset Management's Robert Teeter, Wells Fargo's Sarah House, ZipRecruiter's Julia Pollak, and Invesco's Brian Levitt discuss the markets' week ahead. Plus, the U.S. Navy says one of its missile destroyers carried out operations in the South China sea earlier today. China Beige Book International's Shehzad Qazi explains what this means for the global economy. And, gold is holding above the $2,000 an ounce mark, though it's slipping on expectations of another rate hike by the Fed next month. MKS Pamp's Nicky Shiels breaks down the latest.

Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, join for an energy roundtable to discuss the surprise OPEC+ cuts and what it means for prices and domestic production going forward. Bloomberg's Kriti Gupta joins us from downtown Manhattan to discuss the latest on the ground from the Trump indictment. Nick Akerman of the Law Office of Nick Akerman and former assistant special Watergate prosecutor, discusses the latest on the litigation angle of the Trump indictment. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the UBS jobs cuts and the Swiss investigation into UBS' acquisition. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Gerry Smith, media reporter with Bloomberg News, joins the program to talk about Endeavor striking a deal to buy WWE. Jeff Langbaum, Senior REIT/CRE Equity Analyst, joins to discuss his note on the office sector and mortgage maturity issues that may be mounting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Airbnb earnings, tech layoffs, and other tech companies that are well-positioned for the future and others that aren't. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dryden Pence, CIO at Pence Wealth Management, joins the show to talk about some stocks and sectors he likes amid economic headwinds and market uncertainty. Mike Halen, Senior Restaurants Analyst with Bloomberg Intelligence, joins the program to discuss a potential Subway sale and the outlook for restaurants. Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins the program to talk about the outlook for equities amid hawkish Fed speak, inflation around the globe and in the US, and how markets are pricing in today's retail sales data. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin, managing director and senior entertainment analyst at Needham & Co. LLC, joins the show to discuss her picks for media and telecom companies that she sees performing well in 2023 after a down 2022 year. Sam Burns, founder and chief strategist at Mill Street Research, joins the program to discuss the stock market, inflation, and gives his outlook for a recession in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oil prices are holding steady today despite weaker factory data from China and a warning from the head of the IMF about a tough year ahead for the global economy. Rystad Energy's Jorge Leon gives the 2023 outlook. Plus, as Congress prepares to return to Capitol Hill, Republicans are set to take control of the House, presenting new challenges for President Biden's agenda. American Enterprise Institute's Jim Pethokoukis explains what's to come. And, stock futures are higher to start off the year as investors look to January as a market predictor for the rest of the year. Silvercrest Asset Management's Robert Teeter and Pivotal Advisors' Tiffany McGhee break down the trading day ahead.

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins the show to discuss last night's Georgia runoff, outlook for Donald Trump and the GOP, and potential crypto legislation. Tim Lyne, CEO of Antares Capital, talks about private credit. Poonam Goyal, Senior Analyst: US Retailing with Bloomberg Intelligence, discuss Rent the Runway's big premarket move, recent earnings, and overall consumer outlook this holiday season and heading into 2023. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Tom Orlik, Chief Economist with Bloomberg Economics, gives us an update on China, COVID easing, its property sector, and outlook going into 2023. Hosted by Paul Sweeney and Sonali Basak.See omnystudio.com/listener for privacy information.

Deborah Aitken, Senior Analyst of Luxury Goods and Beauty/Home Care with Bloomberg Intelligence, and Anurag Rana, Senior Services and IT Analyst with Bloomberg Intelligence, give the latest analysis on some of the stocks they're watching today. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, and Vince Cignarella, Global Macro Strategist with Bloomberg Intelligence, join us for an equity round table to discuss the market rally this week and outlook for volatility. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins the show in-studio to discuss sectors and stocks on the move and sectors that could outperform the market amid various economic headwinds. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, and Carl Riccadonna, Chief US Economist at BNP Paribas, both join the show in studio to discuss the Fed and give their macro outlooks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show in studio to discuss his company's outlook, cloud technology, and business investment amid varying economic pressures. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell's speech, the economy, and investing amid inflation. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss the new Ethereum upgrade called, “The Merge” and why it's so risky for investors as well as other crypto headlines. Kim Chipman, Agriculture reporter with Bloomberg News, joins the show to talk about the rail strike threatening to halt US crops and autos. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell's speech, the economy, and investing amid inflation. Cleveland Fed President Loretta Mester speaks with Bloomberg's Michael McKee from Jackson Hole about the economy and interest rates. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, discusses the latest news from the municipal bond market. Steve Matthews, US Economy Reporter with Bloomberg News, joins the show to discuss Jay Powell's speech at Jackson Hole and outlook for the Fed and its inflation fight. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

President Biden is expected to sign the Inflation Reduction Act this week even though many non-partisan analyses suggest it won't do anything to actually reduce inflation. Raymond James analyst Ed Mills gives his thoughts on the bill. Plus, what does the Inflation bill mean for renewable energy? Pickering Energy Partners CIO Dan Pickering and CNBC's Michael Wayland weigh in. And, a growing number of investors are sounding optimistic that stocks may have found a bottom from bear market lows. Silvercrest Asset Management's Robert Teeter and Vertias Financial Group's Greg Branch discuss the trading day ahead.

The Fed is kicking off its latest two-day policy meeting today with Wall Street expecting a second straight 75 basis point rate hike. Former Federal Reserve Vice Chairman Roger Ferguson discusses what to expect. Plus, shares of Walmart are tumbling after the company cut its quarterly and full-year profit guidance. SW Retail Advisors' Stacey Widlitz gives her thoughts. And, the markets are coming under pressure as investors await earnings from several heavyweights today, including Alphabet and Microsoft. Morgan Creek Capital's Mark Yusko, Silvercrest Asset Management's Robert Teeter, and Main Street Asset Management's Erin Gibbs break down the trading day ahead.

What we called a Tech Wreck last week is now becoming a Retail Wreck, as Walmart, Target, and Ross Stores all delivered poor results this week. But are there still investing opportunities left in the consumer sector? Scott Mushkin of R5 Capital joins us to discuss which stocks he's buying and which ones he's avoiding in this negative macro environment. Plus, how broken is the market, if at all? Tim Quast of Modern IR joins us break down the three problems with market mechanics that compound volatility. And, with the S&P 500 inching closer to a bear market following another volatile week, investor sentiment seems to be the primary driver of the market. Robert Teeter of Silvercrest Asset Management and Lindsey Bell of Ally Invest give us their takes on if a recession is in store.

Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation. Kim Rivers, CEO at Trulieve, discusses the state of the cannabis industry in the United States. Ed Ludlow, Bloomberg News West Coast correspondent, discusses Rivian keeping its sales goal in place despite supply and production concerns. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and geopolitical uncertainty. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses markets, the economy, and investing amid inflation at the Ukraine war. John Mase, CEO of IRG Industrial, talks about real estate and manufacturing amid global economic pressures. Valerii Iakovenko, Founder of DroneUA, discusses how his company is aiding military efforts in the Ukraine war. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Ed Price, Senior Fellow and former British trade official at NYU, talks about the FOMC meeting and economic risks in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, talks about investing strategies amid inflation in 2022. Laird Landmann, Generalist Portfolio Manager in TCW's Fixed Income group, joins the show with the latest on fixed income and investment strategies. Louis Summe, CEO & Founder at LiveVox, talks about customer service tech advancements. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Patrick Chovanec, adjunct professor at Columbia University and economic adviser at Silvercrest Asset Management, joins Paul, James and Ken to talk about Evergrande and the evolving picture on China.Support this show http://supporter.acast.com/the-bip-show. See acast.com/privacy for privacy and opt-out information.

Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, on longtime Disney CEO Bob Iger handing the reins to Bob Chapek. Luke Kawa, Bloomberg cross-asset reporter, on how Reddit's "greedy, profane" traders are shaking up the stock market. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, and Senior Advisor at Exante Data, on how the coronavirus is impacting global money flows. Hosted by Lisa Abramowicz and Paul Sweeney.

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on how Trump's tweets about tariff impact to farmers don't add up. Andy Kuper, CEO of LeapFrog Investments, an impact-only private equity fund manager, discusses investing in emerging markets. Shira Ovide, Bloomberg Opinion technology columnist, on Uber's IPO. Hosted by Lisa Abramowicz and Paul Sweeney. 

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses Tesla missing estimates on Model 3 deliveries. Anne Stevenson-Yang, co-founder and research director of J Capital Research Ltd. and Bloomberg Opinion contributor, on why Trump's China strategy isn't working. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors should buy gold. Hosted by Pimm Foxx and Lisa Ambramowicz.  

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit de Vynck, Bloomberg technology reporter, on Trump using the international mail system to step up the pressure against China over its exports to the U.S. Hosted by Pimm Fox and Lisa Abramowicz.

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy. 

Phil Brendel, senior credit analyst for Bloomberg Intelligence, and Matt Townsend, Global business reporter for Bloomberg, on Toys R Us liquidating stores, and iHeart filing for bankruptcy.Yalman Onaran, Senior Banking and Finance Writer for Bloomberg, on the U.S. Senate passing legislation to ease Dodd-Frank banking rules that were prompted by the global financial crisis.Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on market risks, China, and what recent dollar weakness is sayingSteve Matthews, Bloomberg economics reporter, on Larry Kudlow succeeding Gary Cohn, and wasting no time as he plunges into his role as Trump’s economic warrior

Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, chief strategist at Silvercrest Asset Management, talks about Moody's decision to downgrade China. Bloomberg's Mario Parker discusses how Carl Icahn reaped a $60 million windfall in his energy company after using his position as a Trump adviser to influence regulations. Finally, Joel Stern, the chairman and CEO of Stern Value Management, talks about Fed policy, excessive regulation and the outlook for inflation.

Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Abramowicz why the Viacom/CBS deal fell through and why Les Moonves may have played a role. Also, Patrick Chovanec, Silvercrest Asset Management's chief strategist, discusses the significance of the One China policy. Finally, John Kilduff, a founding partner of Again Capital, gives an outlook on oil markets.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.u0010u0010GUEST:u0010Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on the outlook for China, and why the fundamentals are still poor.

Author Sean Silcoff calls in from Toronto to discuss the rise and fall of BlackBerry, the topic of the book he co-wrote, "Losing the Signal". Then, Patrick Chovanec of Silvercrest Asset Management discusses the IMF's plan to include the renminbi in its basket of reserve currencies. Finally, why is one Chicago group pushing back against George Lucas's gift of a museum for the city? Neil Munshi discusses with host Shannon Bond. Music by Kevin MacLeod, The Womb and Kai Engel. See acast.com/privacy for privacy and opt-out information.

This week's episode features two very different topics. Patrick Chovanec of Silvercrest Asset Management joins Cardiff Garcia and Matt Klein to discuss devaluation of the renminbi and other imbalances in the Chinese economy. FT correspondents Shannon Bond and David Crow examine concerns raised over Flibanserin, the newly approved drug for hypoactive sexual desire disorder. See acast.com/privacy for privacy and opt-out information.