Shows
Here's WhyHere's Why Big Tech's Soaring Valuations Have Some WorriedThe world's biggest technology companies have reported another period of strong earnings, adding to the recent rally in their share prices. Microsoft became only the second company to reach a $4 trillion valuation. Some market watchers are concerned that the valuations of the so-called Magnificent Seven companies are looking stretched. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.2025-08-0809 min
Inside Active by Bloomberg IntelligenceT. Rowe’s Giroux on Avoiding Fatally Flawed FirmsValuation expansion, not earnings growth, has driven most of the S&P 500’s gains since 2022. In this episode of Inside Active, hosts David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and BI’s Chief Equity Strategist Gina Martin Adams speak with David Giroux, chief investment officer of US equity at T. Rowe Price and a portfolio manager for the Capital Appreciation strategy. Giroux shares why internal rate of return projections guide his stock selection, the critical importance of avoiding companies with fatal flaws and how counter-cyclical actions historically boost performance. They also discuss private investments, bonds and...2025-08-0630 min
US Markets WrapUS Markets Wrap: US earnings could boost markets, watch out for concentration risksGina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.2025-07-1110 minBreakfast with Ryan Huang, Emaad Akhtar and Audrey SiekUS Markets Wrap: US earnings could boost markets, watch out for concentration risksGina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.2025-07-1110 min
Financial Sense(R) NewshourBloomberg's Gina Martin Adams: Global Defense, Nuclear Stocks on FireJun 27, 2025 – Bloomberg’s Gina Martin Adams joins Financial Sense Newshour's Jim Puplava to unpack market concentration, economic stagnation, the impact of passive investing, and what’s next for sectors like tech, energy, and healthcare...2025-06-2829 minFinancial Sense NewshourBloomberg's Gina Martin Adams: Global Defense, Nuclear Stocks on FireJun 27, 2025 – Bloomberg’s Gina Martin Adams joins Financial Sense Newshour's Jim Puplava to unpack market concentration, economic stagnation, the impact of passive investing, and what’s next for sectors like tech, energy, and healthcare...2025-06-2829 min
Breakfast with Ryan Huang, Emaad Akhtar and Audrey SiekUS Markets Wrap: Trump calls Fed chief Powell 'numbskull'Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.2025-06-1309 minUS Markets WrapUS Markets Wrap: Trump calls Fed chief Powell 'numbskull'Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.2025-06-1309 min
Bloomberg SurveillanceReaction to May CPIWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 11th, 2025Featuring:1) Mona Mahajan, Senior Investment Strategist at Edward Jones, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Winnie Cisar, Global Head: Strategy at CreditInsights, react to CPI. While the CPI reading remains important as an indicator of the path of US inflation, traders are waiting to get clarification on what the real trade story is and how much global growth will be impacted. 2) Virginie Maisonneuve, Global CIO Equity at Allianz...2025-06-1153 min
Investing ExpertsDon't over invest in the U.S.Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, talks to Sungarden Investment Publishing's Rob Isbitts about investing, strategizing and the many paths of finance (1:15). Bloomberg MVP index. Momentum, volatility, valuations and profitability (8:30). Evolution of markets (17:00). Why valuations for biggest large caps are so high (24:45). Where should your capital be allocated? (36:20)Show Notes:Markets And Dividend Investing Are Evolving - How To Take AdvantageSmall Cap NuanceEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions2025-05-2344 minInside Active by Bloomberg IntelligenceMadison Funds’ Haruki Toyama on Moat InvestingEarnings expectations have shifted from the start of the year when analysts were forecasting 13% growth for large-cap stocks and are now predicting 9%. In this episode of Inside Active, host David Cohne, Bloomberg Intelligence mutual fund and active-management analyst, along with co-host Gina Martin Adams, BI’s chief equity strategist, spoke with Head of Mid-Cap & Large-Cap Equity at Madison Funds, Haruki Toyama, who’s also a portfolio manager for the firm’s Large Cap Fund (MNVAX) and Mid Cap Fund (MERAX). They discussed viewing investments as ownership stakes and why the quality of business and its moat are crucial for long-t...2025-04-2932 minBloomberg SurveillanceSingle Best Idea with Tom Keene: Gina Martin Adams & Huw van SteenisTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Huw van Steenis. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.2025-04-2304 min
Balance of PowerTrump Again Calls For Rate CutsWatch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF. President Donald Trump warned the US economy may slow if the Federal Reserve does not move to immediately reduce interest rates, in his latest broadside against Fed Chair Jerome Powell.Trump said in a social media post Monday that “there is virtually No Inflation,” pointing to lower energy and food prices.“But there can be a SLOWING of the economy unless Mr. Too Late, a major loser, lowers interest rates, NOW,” Trump said, referring to Powell.Economists widely expect T...2025-04-2152 min
Balance of PowerBalance of Power: Trump Again Calls For Rate Cuts (Podcast)Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the latest headlines from the White House and Capitol Hill, including conversations with influential lawmakers and key figures in politics and policy. On this edition, Joe and Kailey speak with:
Bloomberg's Tyler Kendall.
Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams.
Republican Congresswoman Nicole Malliotakis of New York.
Bloomberg Politics Contributors Rick Davis and Jeanne Sheehan Zaino.
Bloomberg's Tony Capaccio.
Beacon Global Strategies Managing Director Michael Allen.2025-04-2153 min
Heads Talk246 - Gina Martin Adams, Chief Strategist Officer: Fintech Series, Bloomberg - High Stakes: The Poker Game of Global Markets and Economic PowerLet us know your thoughts. Send us a Text Message. Follow me to see #HeadsTalk Podcast Audiograms every Monday on LinkedInEpisode Title:🇺🇸High Stakes: The Poker Game of Global Markets and Economic Power🇺🇸We’ve got a real treat for you today on the 💵 ℙ𝕠𝕨𝕖𝕣𝕗𝕦𝕝 𝕎𝕠𝕞𝕖𝕟 𝕚𝕟 𝕎𝕒𝕝𝕝𝕤𝕥𝕣𝕖𝕖𝕥 & 𝕄𝕠𝕟𝕖𝕪💵 series on Heads Talk. Not just because of the exceptional guest (who I’ll introduce in a moment), but because of what she brings. A rare blend of market intelligence, macro strategy, and the kind of insight that shapes how institutions move billions. You know those conversations where every sentence is a data drop? This was that. Clear-eyed, forensic, and ahe...2025-04-2052 min
Minimum CompetenceLegal News for Mon 3/10 - Syed Sentence Reduction, Trump DOJ Shake-up, Arrest of Palestinian Student ProtesterThis Day in Legal History: James Earl Ray SentencedOn March 10, 1969, James Earl Ray was sentenced to 99 years in prison for the assassination of Dr. Martin Luther King, Jr. Ray had pleaded guilty to avoid the death penalty but later recanted, claiming he was coerced into confessing. His conviction came just under a year after King was fatally shot on April 4, 1968, at the Lorraine Motel in Memphis, Tennessee. The murder of King, a pivotal leader in the civil rights movement, sent shockwaves through the nation and intensified calls for racial justice. Ray’s arrest in London after a...2025-03-1004 minBloomberg SurveillanceHow Policy is Impacting the February Jobs ReportWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 7th, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, offer their reaction to the February US Jobs Report. Concerns over US growth, rising inflation, and uncertain tariff policy from the Trump administration have made this month's jobs report a critical data point for traders. All of the uncertainty has put...2025-03-0747 min
TrillionsThe Case for EuropeEuropean stocks are off to a strong start this year—one of their best ever in fact and easily beating the US market. But can it last? Will US tech stocks come roaring back again? And are there any reasons to invest in Europe besides stocks there just being “cheap?” On this episode of Trillions, Eric Balchunas and Joel Weber speak with Gina Martin Adams, Bloomberg Intelligence’s chief equity strategist, and Todd Sohn, senior exchange-traded fund and technical strategist at Strategas Securities. They discuss Europe’s fundamentals, the market’s limitations and why it’s outperforming now.See...2025-02-2626 minBloomberg SurveillanceTraders Weigh CPI and Policy Eco ImpactBloomberg Surveillance hosted by Tom Keene & David GuraFebruary 12th, 2025 Featuring:Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, and Kristy Akullian, Head of iShares Investment Strategy, Americas at BlackRock, react to CPI Huw van Steenis, Vice Chair at Oliver Wyman, joins for a discussion on private credit, the US economy, and global growth Tina Fordham, founder at Fordham Global Foresight, and Ebrahim Rahbari, analyst at Fordham Global Foresight, join for a roundtable on geopolitics and global markets2025-02-121h 13
The Bull of Wall Street#6 - Gina Martin Adams, Chief Equity Strategist and Global Director of Equity Strategy at Bloomberg LP (recorded 01/02/25)In this episode with one of the most prominent females in finance, we discuss with Gina how to better support women in this industry as well as all employees. Also included in our discussion is Gina’s outlook on interest rates, markets, inflation, stock prices, sectors, and the Florida Gators. Bloomberg Intelligence is leading the way in research so you don’t want to miss this episode!2025-01-0353 minInside Active by Bloomberg IntelligenceOakmark’s Nygren Takes Private Equity PerspectiveFinancial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin Adams, BI’s chief equity strategist, speak with Bill Nygren, chief investment officer, US equity, at Harris Associates and portfolio manager at the firm’s Oakmark Funds. They discuss Nygren’s views on bringing a private equity perspective to public equity investing, the need for a long-term view, why financials make up a large allocation in the Oakmark Fu...2024-10-2938 min
Here's WhyHere's Why Company Earnings Are So Difficult to ForecastWhat would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Every earnings season, investors keenly watch to see whether companies are meeting, beating or missing expectations. But how are these expectations set, and is anyone able to accurately predict what companies will say? Bloomberg Intelligence's Chief Equity Strategist Gina Martin Adams joins host Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.2024-10-2510 min
Breakfast with Ryan Huang, Emaad Akhtar and Audrey SiekUS Markets Wrap: Is China’s stimulus the secret sauce to drive economic improvement, and how will that impact US growth?Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season. She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: N...2024-10-1610 minUS Markets WrapUS Markets Wrap: Is China’s stimulus the secret sauce to drive economic improvement, and how will that impact US growth?Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season. She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: N...2024-10-1610 min
Bloomberg IntelligenceS&P 500 Earnings OutlookWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloomberg US Deals Reporter, talks about Elliott Investment Management calling for a special shareholder meeting at Southwest Airlines. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Rich Greenfield, Partner and Co-Founder at LightShed Partners discusses recent media news. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Kyle Harrison, BNEF's...2024-10-1450 min
Votes & VerdictsBI Strategists on the 2024 US Elections and Their Market ImpactHow will the 2024 US presidential and congressional elections affect the markets? Do economic factors matter more than the election outcome for equity market performance? How do seasonality and stock performance correlate? How would a Trump win vs. a Harris win affect the Treasury market? Does single-party rule or split governments make deficits grow faster? Gina Martin Adams, Bloomberg Intelligence’s chief US equity strategist, and Ira Jersey, chief US interest rate strategist, join BI analysts Elliott Stein and Nathan Dean to discuss these questions in this episode of BI’s Votes and Verdicts podcast.See omnystudio.com/list...2024-10-0942 minBloomberg SurveillanceChaos Kings and PCE Inflation DataWatch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024Featuring: Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson Lindsey Piegza, Stifel Chief Economist Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceEric Mollo See omnystudio.com/listener for privacy information.2024-09-2743 minInside Active by Bloomberg IntelligenceJPMorgan’s Agranoff on Differentiated PerspectiveWith equities in a fundamental rotation and being shaken by economic surprises, the market may be searching for new sector leadership. On this episode of the Inside Active podcast, host David Cohne, mutual fund and active analyst with Bloomberg Intelligence, along with co-host Gina Martin Adams, BI’s chief equity strategist, spoke with JPMorgan Asset Management’s portfolio manager Felise Agranoff, co-portfolio manager for JPMorgan Active Growth ETF (JGRO) about investing in quality companies with strong and sustainable competitive advantages and best-in-class management teams. They also discussed JPMorgan’s approach to assessing underappreciated growth opportunities, as well as the differ...2024-09-2427 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Gina Martin Adams & Jason FurmanTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Jason Furman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.2024-09-1805 minInside Active by Bloomberg IntelligenceWellington’s Shilling, Shields on Secular GrowthWellington’s Andrew J. Shilling and Clark R. Shields, sub-advisers to the Vanguard U.S. Growth Fund, talk about investing in companies with secular growth and competitive advantages in this episode of Bloomberg Intelligence’s Inside Active podcast. Host David Cohne, BI mutual fund analyst, and co-host Gina Martin Adams, BI chief equity strategist, spoke with Shilling and Shields about how they approach valuations through time-frame arbitrage and what they look for in management teams.See omnystudio.com/listener for privacy information.2024-09-1742 minInside Active by Bloomberg IntelligenceWilliam Blair’s Golan on Quality Growth CompaniesJim Golan, co-manager of the William Blair Large Cap Growth Fund, talks about how he identifies structurally advantaged companies, sectors and themes in this episode of Bloomberg Intelligence’s Inside Active podcast. Host David Cohne, BI’s mutual fund and active analyst, and co-host Gina Martin Adams, BI’s chief equity strategist, ask Golan his views on managing risk with a concentrated portfolio, how to work through periods when growth is out of favor and how the rise of passive investing has affected the market.See omnystudio.com/listener for privacy information.2024-09-0332 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Gina Martin Adams & Betsey StevensonTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Betsey Stevenson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.2024-08-2106 minBloomberg IntelligenceStocks Get Relief Rally on BOJWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Ye Xie, Bloomberg Markets Reporter, discusses the Bloomberg News column: “Mnuchin Says It’s Time to Kill the New Treasury Bond He Created.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Airbnb and Lyft earnings. Rob Piconi, CEO of Energy Vault, joins to talk about the energy space, and what his company is doing. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the st...2024-08-0743 minBloomberg IntelligenceWall Street Hit by US Recession FearsWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss today’s market selloff, and what it means for Fed policy. Steve Miller, Chair of the ISM Services PMI, discusses US July ISM Services data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses earnings from Berkshire Hathaway, and Warren Buffet slashing stake in Apple. Carol Pepper, Founder an...2024-08-0546 minInside Active by Bloomberg IntelligenceFidelity’s Kalra on How to Value Growth StocksSonu Kalra, manager of the Fidelity Blue Chip Growth Fund (FBGRX), looks for companies in under-penetrated large addressable markets that have above-average growth potential. Kalra joins the inaugural episode of the Bloomberg Intelligence Inside Active podcast, hosted by David Cohne, BI’s mutual fund analyst, and co-hosted by Gina Martin Adams, BI’s chief equity strategist. Kalra discusses his process of selecting stocks, valuations and how to navigate tough years for growth strategies.See omnystudio.com/listener for privacy information.2024-07-3036 min
US Markets WrapUS Markets Wrap: Is it time for a rotation from AI, or not?Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on approaching the AI space, what's a better entry point for AI names and what's holding back the small caps. She also touches on investors' sentiments surrounding the G7 leaders' focus on China and the war, against a backdrop where the US Presidential Election is just a few months away. Presented by: Ryan HuangProducer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener fo...2024-06-2509 minBloomberg IntelligenceNvidia Shares Surge as Sales Forecast DeliversWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Joel Levington, Bloomberg Intelligence Global Director of Credit Research, previews Bloomberg's Autopalooza event next week. Bloomberg TV Anchor Matt Miller joins to preview his upcoming Hot Pursuit podcast.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/lis...2024-05-2340 min
US Markets WrapUS Markets Wrap: Should investors fear the complexity of emerging markets?US producer prices increased moderately in March as a rise in the cost of services was softened by a fall in goods prices, calming fears of a resurgence in inflation. The report from the US Labor Department led economists to anticipate milder increases in the inflation measures tracked by the Federal Reserve for monetary policy relative to the strong consumer price readings in March. Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on whether the sell-off following a hot consumer prices report signals hope that we...2024-04-1208 minBloomberg IntelligenceU.S Jobless Rate ClimbsWatch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanie Bily, Chief Workforce Analyst at Employbridge, joins the program to discuss the U.S February jobs report. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses the latest on the markets, Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Virginie Duperat, CFO of Arcadis, discusses new projects at Arcadis, and opportunities for 2024. Sunny Bonnell, Co-Founder & CEO at Motto, discusses navigating the future in face of rapid AI advancements, and how visionary leadership serves as a catalyst f...2024-03-0842 min
US Markets WrapUS Markets Wrap: Market Pulse & How Investors Are Adjusting To A More Uncertain FedGina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP shares her insights on the brutal decline overnight, sentiments surrounding how the tech sector is faring, whether 2024 looks like a banner year for the Magnificent Seven, and how the Fed's latest message might play out when it comes to giving stocks direction. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.2024-02-0208 min
Buy Hold SellMarket Shockwaves Unleashed: Gina Martin Adams from Bloomberg Intelligence Unravels Equity Secrets on 'Buy Hold Sell'!Dive deep into the equity markets with Wall Street traders Todd M. Schoenberger and Tobin Smith on this riveting episode of "Buy Hold Sell." Special guest Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, shares a comprehensive analysis on the current corrective phase taking place with stocks. Discover surprising favorite sectors from Bloomberg Intelligence and brace yourself for an unexpected revelation that will leave you in awe!Gina also unpacks historical data, offering a compelling argument on why the Fed's rate-cut narrative might not be as straightforward as portrayed in the media. Don't miss this episode...2024-01-2836 min
The 1937 Flood Watch PodcastSam's SongIt was 15 years ago when Sam St. Clair brought us this tune, and it quickly became his theme song. Ever since then, “Ain’t No Free” has been a beloved standard in many a Flood show.So, of course, the song had to have a place of honor at our big New Year’s Eve birthday bash at Alchemy Theatre several weeks ago:Click the video above to watch — or re-watch, if you were in the house with us that fun evening — Sam’s latest performance of the tune, as videoed by Pamela Bowen and Gina Martin fr...2024-01-2603 min
Gossip With Celebitchy167: Duchess Meghan was invited to the Golden Globes, Globes host Jo Koy bombedIntroduction: Minutes 0 to 10:00 We’ll be off next week due to the Emmy Awards. I have been watching dumb shows like a mini golf competition show called Holey Moley. Chandra watched so many of the prestigious movies over the break including Killers of the Flower Moon, Priscilla, The Holdovers, Saltburn, Past Lives, Asteroid City, Joy Ride, Anatomy of a Fall, Oppenheimer and the Indiana Jones movie! She loved Anatomy of a Fall and is rooting for that movie. It’s a character story and legal drama with a smart script. She also liked The Holdovers and Oppenheimer, but hate...2024-01-1327 min
Fill The Gap: The Official Podcast of the CMT AssociationEpisode 36: Gina Martin Adams, CMT, CFAKick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.Gina provides t...2024-01-051h 09Bloomberg IntelligenceEquities, Tesla, and GeopoliticsGina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with Bloomberg Intelligence, joins to discuss BYD potentially surpassing Tesla as the leading EV automaker in the world. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Mick Mulroy, co-founder of the Lobo Institute, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China. Hosted by Paul Sweeney and Mike Regan....2024-01-0239 minBloomberg IntelligenceIsrael, Markets, and a Possible RecessionWendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of a critical presidential election year. Katy Kaminski, Chief Research Strategist at AlphaSimplex, and whose fund returned nearly 36% to investors last year, joins to discuss markets and investing strategies. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to discuss the outlook for equities and a US recession, after Deutsche Bank called for the S&P to finish at 5,100 in December 2024. George Ball, Chairman at Sanders Morris Harris, jo...2023-11-2734 minBloomberg IntelligenceTesla, Netflix Energy, and Chris ChristieGina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Americas Managing Director and Senior Healthcare Services Equity Analyst, joins to talk about her healthcare services earnings preview and outlook for earnings season. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market, and his new book “The Edge.” Joe Mathieu, host of Bloomberg Radio’s “Sound On” and Bloomberg TV’s “Balance of Power,” joins to discuss...2023-07-2050 min