Tesla, Netflix Energy, and Chris Christie
Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Americas Managing Director and Senior Healthcare Services Equity Analyst, joins to talk about her healthcare services earnings preview and outlook for earnings season. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market, and his new book “The Edge.” Joe Mathieu, host of Bloomberg Radio’s “Sound On” and Bloomberg TV’s “Balance of Power,” joins to discuss the interview he and Annmarie Hordern had with 2024 presidential hopeful and former NJ governor Chris Christie. Mark Douglas, CEO at MNTN, joins to discuss Netflix earnings. Kevin Tynan, Senior Automotive Analyst with Bloomberg Intelligence, joins us to wrap Tesla and Carvana earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
20 Heinä 202350min
Banks, Housing, Markets, and UK CPI
Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins to talk about mortgage rates, housing starts, and accumulating corporate office debt. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview Berkshire, discuss investing for the ultra-wealthy and gives his market and economic outlook. Rob Brown, CEO at Lincoln international, joins us to give an overview of M&A activity in 2023 and offers his outlook for the second half. Pooja Kumra, European Rates Strategist with TD, joins to talk about UK CPI coming in lower than anticipated and core Euro-area inflation rising, and what it all means for European central banks. Ed Perks, CIO of Franklin Income Investors, joins the program to talk about markets and investing strategies. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.
19 Heinä 202351min
Retail Sales, Global Inflation and Biopharma Investing
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and investing. Anneka Treon, Chief Economist at Van Lanschot Kempen, joins to give her global macro view and outlook for the US and global inflation. Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Chris Gibson, CEO at Recursion Pharmaceuticals, joins to discuss last week’s big stock jump on news Nvidia invested $50 million into his company. Hosted by Paul Sweeney and Madison Mills. See omnystudio.com/listener for privacy information.
18 Heinä 202342min
Earnings, Disney, Janet Yellen, and Fenway Sports Group
Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins us to preview Netflix earnings, talk Disney’s strategy and outlook under Bob Iger, Paramount’s Mission Impossible miss, and the Hollywood strike’s impact on TV, streaming, and movies. Bloomberg Washington correspondent Annmarie Hordern sits down with Treasury Secretary Janet Yellen for an exclusive interview from the G20 summit in India. Enda Curran, global economy reporter with Bloomberg News, joins to discuss Annmarie Hordern’s exclusive interview with Janet Yellen and China eco data from last night. Julie Gorte, Senior VP for Sustainable Investing at Impax Asset Management, joins to discuss how record heat is affecting physical asset and which sectors and companies that are most at risk. Julie Swinehart, Chief Future Officer at Fenway Sports Group, discusses initiatives for FSG, women leadership, outlook for the sports industry and baseball. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
17 Heinä 202353min
Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)
Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. Louis Fed. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Janet Lorin, higher ed finance reporter with Bloomberg News, joins to talk about President Biden’s today to forgive more student loans. Aoifinn Devitt, CIO at Moneta, joins the program to break down inflation data from this week and discusses markets and investing. Dr. Luisa Moreno, President of Defense Metals Corp., discusses the significance of China banning rate earth exports and how it affects the US and production around the globe. Tiger Tyagarajan, CEO of Genpact (NYSE: G), discusses his company and AI’s emergence in the market and company strategy. He can also speak to the business environment in a key emerging market: India. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.
14 Heinä 202350min
Inflation, Private Credit, Bob Iger, and Earnings (Podcast)
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger’s extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.
13 Heinä 20231h
CPI, Euro Equities, The Fed, and Real Estate (Podcast)
Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down the Fed’s next move after the June CPI reading. Greg Friedman, CEO of Peachtree Group, discusses commercial real estate. John Authers, Senior Editor with Bloomberg Opinion, joins to talk about the June CPI and outlook for the Fed and the economy. Selma Hepp, Chief Economist at CoreLogic, joins to discuss the latest CoreLogic Home Price Index and MBA Mortgage applications. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.
12 Heinä 20231h 1min
Microsoft, Inflation, Banks, TMT, and Prime Day
Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss proposed capital requirements from Fed Vice Chair Michael Barr and previews bank earnings. John Butler, Senior TMT analyst with Bloomberg Intelligence, joins to discuss telecom and media. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation. Bloomberg host Kailey Leinz joins us from Washington to give us the latest on the LIV Golf Senate hearing and what lawmakers are saying. Martha Heller, CEO and founder of Heller Search Associates, discusses open tech roles and outlook for tech hiring amid a softening jobs report and economic uncertainty ahead. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
11 Heinä 202356min
