Marc Rowan, First Republic, Stagflation, and AI (Podcast)
Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First ...
1 Touko 202356min
Amazon, Oil Earnings, First Republic, and Activision (Podcast)
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Secu...
28 Huhti 202354min
Activision CEO, First Republic, Earnings, and Stock Picks
Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. ...
27 Huhti 202352min
Microsoft, First Republic, the Debt Ceiling, and Watches
Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg I...
26 Huhti 202353min
Consumer Health Amid Continued Rate Hikes
Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Pa...
26 Huhti 20238min
Tucker Carlson, Derivatives, Airline Investing, and GE
Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN,...
25 Huhti 202354min
Crypto, Geopolitical Risks and Motorcycles
Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook. Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss mark...
24 Huhti 202345min
Earnings, Mergers, Buy American, and Formula 1
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Inve...
21 Huhti 202357min
