
Rates and Real Estate, the BOE, AI, and Global Outlook (Podcast)
Marcus Ashworth, columnist with Bloomberg Opinion, joins the program to discuss the Bank of England and outlook for the UK economy. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show in studio to discuss today’s Bit Take story on empty office buildings becoming a “debt time bomb." Matt Calkins, CEO at Appian (NASDAQ: APPN), joins to discuss his company’s performance, new A-I products and the impact of AI on tech, and outlook for the industry and artificial intelligence. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to discuss her notes on mortgage pressures from the Fed and breaks down this week’s housing data. Alfonso Peccatiello, author and founder of the Macro Compass, joins to discuss global economies and outlook for inflation after the latest Bank of England meeting. Rania Sedhom, Managing Partner at Sedhom Law Group, joins us in studio to discuss legal issues as it relates to work-from-home as well as non-competes and the role they play in media and the Tucker Carlson saga. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.
23 Kesä 202351min

Ford's EV Credit, Bitcoin, Powell, and Equinix (Podcast)
Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to discuss Ford getting $9.2 billion to catch up with China’s EV tech. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s rise, commodity outlook, the NASDAQ overbought condition, and his aluminum note. Keith Taylor, CFO at Equinix (NASDAQ: EQIX), joins the show to discuss digital infrastructure and how it’s operating amid varying economic headwinds in tech. Jeff Langbaum with Bloomberg Intelligence joins. Sevin Yeltekin, Dean of Simon Business School at the University of Rochester, joins the program to discuss monetary policy in the US, the regional banking crisis, and recent Fed moves and rhetoric. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
22 Kesä 202352min

Hunter Biden, Eli Lilly, CAVA, and Geopolitics (Podcast)
Nick Akerman, former assistant Special Watergate prosecutor, discusses Hunter Biden and Donald Trump. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins the program to discuss Eli Lilly acquiring immune drug developer Dice. Matt Roe, Chief Revenue Officer at the auto lending enablement firm Open Lending, joins to discuss the auto market, car loans, and the credit crunch. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the Fed and its rate hike path. George Ferguson, Senior Aerospace and Defense Analyst from Bloomberg Intelligence, joins us to discuss the latest from the Paris Air Show. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Cava IPO and IPO market in 2023. Mick Mulroy, co-founder of the Lobo Institute and former deputy assistant Secretary of Defense for the Middle East at the Department of Defense, joins to discuss the meeting between Xi Jinping and US Secretary of State Antony Blinken and what it means for national security. He also discusses the war in Ukraine and the Titanic tour search. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
20 Kesä 202355min

NEW PODCAST: The Circuit with Emily Chang
In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them. Listen & Subscribe: Apple: apple.co/3NzkJda Spotify: spoti.fi/3Picljp Anywhere: bit.ly/3PiDrqKSee omnystudio.com/listener for privacy information.
18 Kesä 202330s

Supply Chain Concerns, Consumer Strength and the Fed
Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins the program to talk about the Fed and outlook for a recession. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the recent retail sales, consumer strength, and inflation. Daniella Gilboa, co-founder and CEO of AIVF, an AI healthcare company, joins to discuss healthcare tech and IVF technologies, improving IVF success rates and increasing birth rates, and her companies goals, growth, and outlook. Gene Seroka, CEO at the Port of LA, joins us to discuss the West Coast Port labor deal. Erica Keswin, author and workplace strategist, joins to talk about work-from-home and remote work as well as NYC occupancy breaking 50% this week for the first time since the pandemic began. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
16 Kesä 202341min

Oil, Banks, ECB, Consumers, and Ned Lamont (Podcast)
Scott Levine, Senior Energy and Industry Analyst with Bloomberg Intelligence, joins us to discuss Patterson-UTI buying NexTier, creating a shale-services giant. Fernando Valle, Senior Analyst with Bloomberg Intelligence, also joins us remotely, discussing the Netherlands closing Europe’s biggest gas field and IEA saying oil demand will slow and how it will all impact gas prices. Alison Williams, Senior Global Banks & Asset Managers Analyst, and Neil Sipes, with Bloomberg Intelligence, join in a banking roundtable. Alison discusses Deutsche Bank’s drop in trade revenue, and Neil discusses Schwab’s 2Q revenue decline, and they weigh in on the impact of interest rates on the banking sector. Eric Lynch, Managing Director at Scharf Investments, joins to talk markets and investing strategies. Dr. Vania Stavrakeva, economics professor at London Business School, joins to break down the ECB decision and outlook for Europe and the UK. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down today’s retail sales. Connecticut Governor Ned Lamont joins the program to discuss a number of issues affecting his state and ahead of President Biden’s visit to the state on Friday. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to talk about Kroger earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
15 Kesä 202358min

The Fed, ETFs, Inflation, and Obesity Drugs (Podcast)
Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and inflation. Tim O’Brien, Senior Editor with Bloomberg Opinion, discusses the federal indictment and arraignment of Donald Trump. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Bloomberg cross asset reporter Katie Greifeld also joins. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for rate hikes in the US. Michael Shah, Senior Industry Pharma Analyst with Bloomberg Intelligence, joins to discuss his research on the obesity drug battle. Gina Martin Adams, Chief US Equity Analyst for Bloomberg Intelligence, joins the program to talk about her note on the Russell 2000 and the market impact of a Fed pause. Geoff Phipps, Trading Strategist and Portfolio Manager at Picton Asset Management, joins to discuss markets and the Fed. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
14 Kesä 20231h 4min

Rates, Trump, Banks, CPI, and Consumers
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rates, and Treasuries. Wendy Schiller, Brown University professor of, joins to preview the indictment of former President Trump and its political implications. Bloomberg TV anchor Kailey Leinz also joins us from Miami. Chris Whalen, founder at Whalen Global Advisors, discusses CPI and a potential pause from the Fed, its impact on the banking industry, and shares his thoughts on AI and Nvidia. Lydia Boussour, EY Parthenon Chief Economist, joins us in studio for a discussion on CPI and outlook for the US economy and inflation in the US. Tim Pagliara, CIO at CapWealth, joins to give his stock picks and discusses his outlook for markets. Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins the program to discuss inflation in the US and globally as well as her notes on central bank activity around the globe. Scott Baxter, CEO at Kontoor Brands (NYSE: KBT), joins to discuss his company and outlook for performance and consumer trends. Sean Kerins, CEO at Arrow Electronics (NYSE: ARW), joins to discuss his company and tech outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
13 Kesä 20231h





















