CPI, Cruises, Industrials, ETFs, and Cannabis

CPI, Cruises, Industrials, ETFs, and Cannabis

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric’s deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.

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Instant Reaction: Netflix Posts Record Quarter

Instant Reaction: Netflix Posts Record Quarter

Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.See omnystudio.com/listener for privacy information.

21 Tammi 20259min

Trump Tariffs, Executive Actions

Trump Tariffs, Executive Actions

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

21 Tammi 202531min

Special Coverage: Donald Trump's Inauguration

Special Coverage: Donald Trump's Inauguration

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 inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the George Washington Presidential Library Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District United States Senator Bill Hagerty (R-TN) See omnystudio.com/listener for privacy information.

20 Tammi 202534min

BI Weekend: US Bank Earnings, Toyota’s EV Future

BI Weekend: US Bank Earnings, Toyota’s EV Future

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.”Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

17 Tammi 202537min

Supreme Court Upholds Law That Threatens TikTok Ban

Supreme Court Upholds Law That Threatens TikTok Ban

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025. Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

17 Tammi 202527min

Israel Accuses Hamas of Putting Ceasefire Deal at Risk

Israel Accuses Hamas of Putting Ceasefire Deal at Risk

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings.Hosts: Alix Steel and Michael ReganSee omnystudio.com/listener for privacy information.

16 Tammi 202515min

US CPI Eases, Bank Earnings

US CPI Eases, Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.Hosts: John Tucker, Norah Mulinda, and Matthew MillerSee omnystudio.com/listener for privacy information.

15 Tammi 202536min

Senate Confirmation Hearings

Senate Confirmation Hearings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee omnystudio.com/listener for privacy information.

14 Tammi 202526min

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