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

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

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.

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Jaksot(3319)

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk ...

27 Tammi 202340min

Tesla, US GDP, and Markets (Podcast)

Tesla, US GDP, and Markets (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the...

26 Tammi 202346min

Markets, Bonds, Energy, and Earnings (Podcast)

Markets, Bonds, Energy, and Earnings (Podcast)

John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at P...

25 Tammi 202341min

Treasuries, ETFs, GE, and Private Credit (Podcast)

Treasuries, ETFs, GE, and Private Credit (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ET...

24 Tammi 202343min

Spotify Layoffs, Markets, and Salesforce (Podcast)

Spotify Layoffs, Markets, and Salesforce (Podcast)

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he like...

23 Tammi 202347min

Markets, Layoffs, EM, and Goldman (Podcast)

Markets, Layoffs, EM, and Goldman (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intellige...

20 Tammi 202339min

Oil, Real Estate, Davos, and India (Podcast)

Oil, Real Estate, Davos, and India (Podcast)

Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO a...

19 Tammi 202337min

The BOJ, Housing, Investing, and Retail Sales (Podcast)

The BOJ, Housing, Investing, and Retail Sales (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and...

18 Tammi 202336min

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