Disney, Tapestry, Monterey, and University Endowments (Podcast)

Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law host June Grasso and Political Contributor Jeanne Sheehan Zaino. See omnystudio.com/listener for privacy information.

1 Elo 202312min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare interview to discuss his firm, M&A, and AI in investment banking. Chris Ciolino, Industrial Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Nimrit Kang, CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Chris Tomasso, CEO at First Watch (NASDAQ: FWRG), joins to discuss earnings and industry outlook. Jim Taylor, CEO at Brixmor (NYSE: BRX), joins to discuss his company’s earnings and industry outlook. Uber CEO Dara Khosrowshahi joins Emily Chang and Ed Ludlow on Bloomberg Technology for an interview on earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

1 Elo 20231h 7min

Danielle DiMartino Booth, Chief Strategist and CEO at QI Intelligence, joins to talk about the Fed’s latest interest rate hike and outlook for the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to tech and chip earnings and Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, and Off-Price Retail, joins to preview Amazon and discusses retail earnings. Jonathan Neman, CEO and co-founder at Sweetgreen (NYSE: SG), joins from the NYSE to discuss his company’s Q2 earnings miss and gives his outlook for his company and consumers. Duncan Fox, Research Analyst with Bloomberg Intelligence, joins to discuss Heineken earnings and what they portend for other beer makers who are dealing with high raw material costs. Kevin Sayer, CEO of Dexcom (NASDAQ: DXCM), joins us to break down the company’s recent earnings report and outlook for medical technology. Mark Barrocas, CEO of SharkNinja (NYSE: SN) joins us to discuss the company’s spinoff and ringing the NYSE bell this morning. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

31 Heinä 202352min

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for a roundtable to discuss big oil earnings, energy, and commodities. Mike might also touch on crypto. Sassan Ghahramani, President, CEO and founder at SGH Macro Advisors, joins the show to give his outlook for global central bank activity and the ECB. Matt Henriksson, Senior Equity Analyst covering medical technology for Bloomberg Intelligence, joins us to talk Dexcom and MedTech earnings. Justus Parmar, CEO and founder at Fortuna Investment, joins to discuss venture capital and his space investing thesis. Pat Gelsinger, CEO of Intel, joins Caroline Hyde and Ed Ludlow on Bloomberg Technology to discuss company earnings. Matt Miller test drives a new vehicle. Bloomberg Businessweek staff writer Hannah Elliott joins for analysis. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Heinä 202355min

Monica Raymunt, Autos Industry Disruption reporter with Bloomberg News, joins us to talk earnings from Volkswagen and outlook for other Euro automakers. She can also discuss the EV race and the cars aboard a burning ship off the Dutch coast. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the ECB decision and recent inflation moves across Europe, as well as the outlook for European economies. Kailey Leinz and Dani Burger interview SEC Chair Gary Gensler. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the WGA strike, legal analysis, and how it all ties in to AI and work. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the Fed and terminating rate hikes, yield curve inversions, and why he believes any recession will be “100% the Fed’s fault.” Meta CFO Susan Li joins Bloomberg Technology for a post-earnings discussion with Ed Ludlow and Caroline Hyde. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

27 Heinä 20231h 5min

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss a slew of big tech earnings, including Alphabet and Microsoft yesterday, as well as Snap, Meta today, and Amazon next week. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Alex Chaloff, CIO at Bernstein Private Wealth Management, joins to talk about markets and investing on Fed Day. Alison Williams, Senior Global Banks and Asset Managers Analyst, joins to discuss Deutsche Bank earnings, Wells Fargo’s share buyback and dividend increase announcement, and overall banking health. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

26 Heinä 202335min

Lydia Boussour, EY Parthenon Senior Economist, joins to break down the next FOMC move and if we’ve reached the end of the rate hike cycle. She also previews GDP on Thursday. Dana Peterson, Chief Economist at The Conference Board, joins to talk about the latest data on consumers from The Conference Board and gives her outlook for a US recession. Lee Klaskow, Sector head and Senior Analyst of Freight Transportation and Logistics at Bloomberg Intelligence, joins to discuss his note on the UPS Teamsters strike. Scott Caraher, Head of Senior Loans at Nuveen, joins to discuss loan activity in the US and credit quality amongst businesses and banks. Lisa Takeuchi Cullen, WGA East VP of film/TV/streaming, joins to discuss the writer’s and SAG-Aftra strike in Hollywood. Karen Ubelhart, Senior Analyst: Machinery with Bloomberg Intelligence, joins to break down General Electric earnings and gives her outlook for the company as it splits. Bahram Akradi, CEO at Life Time Group Holdings (NYSE: LTH), joins to discuss his company post-pandemic, earnings, and outlook for consumers and gym-goers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

25 Heinä 20231h 3min

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Michael McKee, International Economics and Policy correspondent with Bloomberg News, join to preview the Fed and central bank activity around the globe as well as a potential credit crunch. Dan Ives, Senior Equity Analyst with WedBush Securities, joins to discuss big tech earnings and what we learned from Tesla last week. Brooke Sutherland, Bloomberg Opinion columnist covering industrials, joins to preview 3M and GE earnings as well as stock performance, a manufacturing recession, and outlook for industrials in the US and supply-related issues amid tensions with China. Ann Miletti, Allspring Global Investment’s head of active equity, joins to talk about markets and investing strategies. Lindsay Dutch, REITs and Consumer Hardlines Analyst with Bloomberg Intelligence, joins to discuss the Barbie movie hit and how it’s supposed to affect Mattel’s stock, as well as Mattel stock moves ahead of their 2Q earnings report this week. Mark Gurman, Chief Correspondent – Tech and Apple with Bloomberg News, joins the program to discuss Apple aiming to keep iPhone shipments steady in 2023 and other Apple and tech stories. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

24 Heinä 202351min