Podknife - Jay Powell, Markets, and CVS (Podcast) by The Tape

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Jay Powell, Markets, and CVS (Podcast)

Podcast |: The Tape
Publisher |: Bloomberg
Media Type |: audio
Podknife tags |: Business,; Business News,; Interview,; Investing,; Stock Market
Categories Via RSS |: Business,; Business News,; News
Publication Date |: Feb 08, 2023
Episode Duration |: 00:39:24

Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent Portfolio Family of Funds, joins the program to discuss sectors he likes and gives his market outlook. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell’s comments from Tuesday and the Fed’s rate hike path. Jonathan Palmer, Senior Industry Analyst with Bloomberg Intelligence, joins the program to break down CVS earnings and discuss their acquisition of Oak Street Health. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. Hosted by Kriti Gupta and John Tucker.

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