Fed to Cut Biggest Banks' Capital Hike by Half in Overhaul

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, also joins in a roundtable, to discuss the advertising and financial impact of the cable news shakeup. Randy Frederick, Managing Director of Trading Derivatives, Schwab Center for Financial Research, joins the program to give his market and economic outlooks. Ali Ben Lmadani, CEO at ABL Aviation, joins in studio to discuss aviation investing and airline earnings. Liz Young, Head of Investment Strategy at SoFi, joins to discuss markets, investing, and housing. Brooke Sutherland, Bloomberg Opinion Columnist, joins to talk GE earnings and 3M layoffs. Brian Stelter, author and Walter Shortenstein Fellow at Harvard University, joins to talk about the shake up that rocked cable news yesterday and its impact on Fox News. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

25 Huhti 202354min

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 market conditions, outlook for the economy, and some of his latest research on crypto and digital assets Ed Price, non-resident senior fellow at NYU and Principal at ERGO, joins the program to discuss his trip to Kyiv and outlook for the war and global markets  Lynn Kirkpatrick, CEO of Ensysce Biosciences (NASDAQ: ENSC, OTC: ENSCW), discusses her company, industry trends, and outlook amid economic headwinds  Matt Chambers, CEO at Curtiss Motorcycle (OTC: CMOT), deemed the “AirBnB of motorcycles,” joins the program to talk about his business, consumer health, and growth in the current economic environment and industry outlook Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

24 Huhti 202345min

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 Investments, joins to talk markets and gives her stock picks. Deb Aitken, Senior Analyst: Luxury Goods and Beauty & Home Care with Bloomberg Intelligence, joins the program to break down Proctor & Gamble earnings. Jennifer Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to talk about the legal threats to the Kroger-Albertson’s merger. Dave Stehlin, CEO of the Telecommunications Industry Association (TIA), joins to talk about recent “Buy American” legislation that may actually hurt Americans, why a waiver for BEAD funding is important, and other concerns about protectionism in a global economy amid a reported protectionist move by the Biden admin to curb investment in China. Hannah Elliott, Staff Writer with Bloomberg Businessweek, joins to discuss her recent column on Formula 1 Miami. Chris Ailman, Chief Investment Officer at the California State Teachers’ Retirement System (CalSTRS), joins to discuss prepping for a recession and uncertainty surrounding public funding amid bank turmoil. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Huhti 202357min

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Jeff Langbaum, Senior REIT Analyst with Bloomberg Intelligence, also joins us to talk REITs. George Archos, CEO at Verano (OTC: VRNOF), joins to discuss cannabis investments. Darren Palmer, VP of Electric Vehicle Programs, Ford Model E, discusses the all-electric Ford F-150 Lightning pickup truck entering its first European market. Herman Chan, Senior US Regional Banks analyst with BI, joins to break down the slew of regional bank earnings this week and deposit concerns. Heather Brilliant, CEO at Diamond Hill, joins to give her market outlook and give her stock picks. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

20 Huhti 202344min

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, joins to discuss ETF flows and investing strategies. Dr. Vania Stavrakeva, economics professor at London Business School, joins to break down the surprising UK CPI reading, a Bank of England rate hike, and gives her outlook for European economies. Herman Chan, Senior US Regional Banks analyst with Bloomberg Intelligence, joins to break down the recent regional bank earnings. Steve Center, COO of Kia Motors America, joins to discuss the latest company, product, and EV developments post-NY Auto Show. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss the Fox News-Dominion settlement. Mark Douglas, CEO of MNTN, joins to break down Netflix earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

19 Huhti 202358min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins the program from the NAB Convention in Las Vegas (National Association of Broadcasters) to discuss the outlook for the Fox News-Dominion lawsuit and the challenges both parties face. Jeff Langbaum, Senior REIT Analyst with Bloomberg Intelligence, joins the program to discuss Brookfield defaulting on debt and the impact of return-to-office, or lack thereof, on the economy. Joel Levington, Director of Credit Research at BI, joins to discuss the outlook for Tesla ahead of Thursday’s earnings and its overall strategy. Justina Lee, Markets/Quants Reporter with Bloomberg News, joins the program to discuss her story on ChatGPT decoding Fed Speak and predicting stock moves from headlines. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the significance of Apple opening its first store in India, its financial implications, and Apple’s new high-yield savings account with Goldman Sachs. Wendy Thomas, President & CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity and its importance amid financial stability concerns and geopolitical tensions. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

18 Huhti 202355min

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he likes and defensive positioning amid recent inflation data readings. Ashley Still, SVP and Creative and Digital Media lead at Adobe, discuss the company’s push towards AI technology and how it’s looking to compete with tech giants like Microsoft and Apple. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, and Bloomberg Intelligence Equity Research Analyst Neil Sipes join for an in-studio roundtable to discuss M&T earnings and Charles Schwab earnings. Jenny Surane, finance reporter with Bloomberg News, joins the program to discuss the Big Take piece on Hamptons loans that led First Republic to its demise. Bloomberg Opinion columnist John Authers joins to discuss his column “The Pig Still Hasn’t Exited the Python,” and other Euro-related news, including French pension tensions, and ECB talking about the US debt ceiling. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

17 Huhti 202356min

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, discussing bank earnings and other wall street news. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the latest retail sales figures and consumer strength. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss the weakening of the dollar and euro strength amid economic uncertainty. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to break down PNC earnings and other things we learned about regional bank on earnings day for big banks. Simone Foxman, reporter with Bloomberg News and Television, joins to discuss airlines and energy, focusing on Boeing’s recent production issue, airline earnings, and how oil prices and sticky inflation affect consumer travel and spending. Huw van Steenis, partner at Oliver Wyman, joins the program to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Kriti Gupta and Jess Menton.See omnystudio.com/listener for privacy information.

14 Huhti 202352min