BI Weekend: Disney Earnings, EV Latest

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiations. Elliott Stein, Bloomberg Intelligence Senior Litigation Analyst, and Matt Sigel, Head of Digital Asset Research at VanEck, discuss the US court ruling against the SEC in the Grayscale ruling. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, discuss the FDIC proposing new debt rules. Stephanie Brinley, Associate Director of Research and Analysis at S&P Global, joins to talk about VinFast’s rapid rise to become the world’s third most valuable carmaker, VinFast’s place in the market, and their initiatives and plans. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about the impact of possible strikes at Chevron in Australia and other global energy market pressures and issues. Molly Boesel, Principal Economist at CoreLogic, discusses the latest findings in the CoreLogic Case-Shiller Home Price Index. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.

29 Elo 202351min

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss commodities, gold, and outlook for the economy. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Instacart IPO, the general IPO space, and outlook for IPOs in 2023. Brooke Sutherland, industrials columnist for Bloomberg Opinion, joins to discuss the latest legal troubles for 3M. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to discuss his column on LA big business thriving. Sri Natarajan, Senior Reporter with Bloomberg News, joins to talk about Goldman Sachs offloading an investment advisory business aimed at the mass-affluent market. Jaimin Patel, Senior Analyst at Bloomberg Intelligence, joins us to discuss the credit outlook for Hawaiian Electric. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

28 Elo 202350min

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market’s recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

25 Elo 202329min

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of Yevgeny Prigozhin. Bloomberg TV’s Joe Mathieu and Annmarie Hordern interview GOP presidential candidate Nikki Haley. Kunjan Sobhani, Lead Semiconductor Analyst with Bloomberg Intelligence, joins to break down Nvidia earnings. George Ferguson, with Bloomberg Intelligence, joins to discuss the Boeing 737 Max defect and American Airlines pilot deal. Jordan Lopez, Director at Payden & Rygel and Portfolio Manager of the Payden High Income Fund, joins to talk investing strategies and gives his market outlook. Hannah Elliott, staff writer with Bloomberg Businessweek, joins to talk about the BMW XM hybrid and its safety concerns and her recent publications from the Monterey Car Auction. Mike Halen, Senior Analyst: Restaurants with Bloomberg Intelligence, breaks down the sale of Subway. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

25 Elo 20231h 5min

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, mortgage rates, and housing affordability. Katherine Doherty, finance reporter with Bloomberg News, joins to discuss her story on the Bank of America trading desks grabbing market share. Loren Grush, Space Reporter with Bloomberg News, discusses India’s successful moon landing, Russia’s failed mission to the moon, Starship, and the upcoming Crew-7 mission. 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. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to discuss the “epic” opportunity he says in commercial real estate, the outlook for a hard landing, and what to expect from Jackson Hole. Abigail Doolittle with Bloomberg News also joins. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

23 Elo 202347min

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about her company and outlook for the industry. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for Jackson Hole and the Fed. Herman Chan, Senior Regional Banks Analyst with Bloomberg News, joins to discuss the S&P Global Ratings downgrade of individual banks and the state of banking in the US. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, also joins to discuss bank health in the US. Jennifer Rie, Senior Antitrust Litigation Analyst with Bloomberg Intelligence, joins to discuss the latest on the Microsoft-Activision deal in the UK. Jacquie Ward, director of private investments at UMB Bank, discusses the private credit boom this year. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

22 Elo 202354min

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Street reporter with Bloomberg News, joins to discuss Goldman Sachs exploring a sale of its personal finance management arm and the recent hiring spree it intends to go on. Dan Ives, Senior Equity Analyst with WedBush Securities, discusses why he thinks Apple should buy ESPN and also previews Nvidia earnings this week and what it means for AI. Sam Fazeli, Pharmaceuticals Analyst and Head of Euro Research with Bloomberg Intelligence, joins to discuss how a new COVID variant could negatively affect BioNTech and Pfizer. Dave Magers, CEO of Mecum Auctions, discusses the Monterey Car Show this past weekend. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Elo 20231h 4min

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down Deere earnings and gives us an update on US Steel. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to talk about the tech space, specifically as it comes to tech companies and smaller dividends they hand out. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s slide and oil’s rise. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Charles Gillespie, CEO at Gambling.com Group (NASDAQ: GAMB), joins to discuss his company’s earnings and the Penn Entertainment-ESPN deal and what it means for the sports gambling industry. Matt talks about the latest car he’s driving this week. Kyle Stock, Senior Correspondent with Bloomberg Businessweek, joins for analysis. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

18 Elo 202356min