logo
episode-header-image
Feb 2023
53m 3s

Muni SMA Juggernaut Gives Their Take on ...

BLOOMBERG INTELLIGENCE
About this episode
In this month's Masters of the Muniverse, Eric Kazatsky and co-host Karen Altamirano are joined by Adam Stern, the co-head of research at Breckinridge Capital Advisors. Breckinridge is a $42 billion asset manager and has long been considered one of the industry's firsts in muni ESG. Stern gives his take on the current state of Muniland, and if ESG investors ... Show More
Up next
Today
State of Distressed: Latham’s Sobolewski on Evolving LME Tactics
“’Co-op first, ask questions later’ is down a bit from its peak, though not dead,” observes John Sobolewski, Global Chair of Latham & Watkins’ Liability Management Practice, as he addresses the latest dynamic between debtors and lenders in distressed situations. In this episode, ... Show More
1h 24m
Yesterday
Macro Matters: Rockefeller’s Chang on AI, Rates and Bond Markets
With AI investment accelerating, energy costs rising and Treasury yields pushing to multi-decade highs, investors are confronting a market where few assets look obviously cheap. Jimmy Chang, chief investment officer of Rockefeller Global Family Office, joins Bloomberg Intelligenc ... Show More
22m 17s
Sep 17
Macro Matters: Post-Fed Thoughts From BI Rates Strategist Jersey
With the Federal Reserve beginning a new tightening cycle and markets pricing additional rate increases, investors are reassessing where the Treasury yield curve may be headed next. Ira Jersey, Bloomberg Intelligence chief US interest-rate strategist, discusses this and more in a ... Show More
9m 18s
Recommended Episodes
Oct 2023
In Defense of ESG Investing
Garvin Jabusch, Co-Founder and CIO of Green Alpha Advisors, discusses ESG investing. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.See omnystudio.com/listener for privacy information. 
17m 27s
Jun 2024
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More
17m 43s
Apr 2022
The ABC's of ESG
CNBC's Bob Pisani spoke with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global and Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth – and author of the new book “Your Essential Guide to Sustainable Investing.” They discussed the ABC’s of ES ... Show More
39m 18s
Aug 2021
Adelman on Opportunities in Commercialization of ESG
David Adelman, Founder and CEO of Darco Capital and CEO of Campus Apartments, discusses investing in private aviation, real estate and ESG.Host: Carol Massar. Producer: Paul Brennan.See omnystudio.com/listener for privacy information. 
10m 44s
Nov 2024
Two Growth Stocks Hit a Snag
Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24 hour trading for stocks. Compa ... Show More
21m 53s
May 2025
S&P 500 Shakes Liberation Day Loss
For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressive growth numbers. - What more global uncertainty means for Shopify. Then, (17:38) Ri ... Show More
32m 42s
Dec 2022
ESG from A to Z, in partnership with kivvit
Perhaps no acronym is considered and uttered more by brands and their communicators today than ESG. Still, many questions abound. Armed with data and vast experience in the area, leaders from Kivvit answer them in this podcast. PRWeek.comTheme music provided by TRIPLE SCOOP MUSIC ... Show More
19m 10s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
<p>In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers.&nbsp;</p> <p><strong>Richard Edgar</strong> adjudicates as analysts <strong>Johnny Tse ... Show More
39m 36s
Jul 2021
Ultra High Net Worth
On this week's episode of The Compound & Friends, Michael Batnick, Jason Snipe, and Downtown Josh Brown discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and mor ... Show More
1h 21m
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they pr ... Show More
39m 36s