BI Weekend: Disney Earnings, EV Latest

Khaled Elgindy, Senior Fellow at the Middle East Institute, joins to discuss the war in Israel, offering perspective on Palestinian politics and contextualizing the conflict from various angles. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss the Exxon-Pioneer merger. He can also discuss the impact of the war in Israel on energy markets. Kara Murphy, CIO at Kestra Investment Management, discusses market responses to geopolitical uncertainty, PPI, and outlook for CPI. Nathan Dean, Senior Government Analyst with Bloomberg Intelligence, joins the latest on the vacant House Speaker and how it affects policy and foreign aid amid geopolitical risks. Galit Altstein, reporter with Bloomberg News, joins from Tel Aviv to give us the latest reporting on the ground today. Max Abelson, reporter with Bloomberg News, joins to discuss his new Businessweek show on Bloomberg Originals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

11 Loka 202348min

Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins us from Tel Aviv to discuss  the latest on the Israel-Hamas war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the bond market rout and Fed speak from yesterday. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Sam Dagher, reporter on Saudi Arabia with Bloomberg News, joins from Dubai to talk about the break down in a potential deal between Saudia Arabia and Israel, why Hamas may have seen that as a threat, and the geopolitical risks that come as a result. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss the impact on oil amid the war in Israel and his note on Chevron being most exposed in Israel attacks. He can also get into the Exxon-Pioneer potential deal. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

10 Loka 202346min

Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Mathieson, News Director: EMEA with Bloomberg News, joins to discuss the geopolitical threats in Europe and other regions amid the war in Israel. Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss the latest on the war in Israel. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, joins to discuss the oil reactions to the conflict in Israel and outlook for energy markets. Jack Devine, CIA veteran and president/founding partner at the Arkin Group, joins to discuss the latest on the war in Israel. Quincy Krosby, Chief Market Strategist with LPL Financial, joins to discuss the global economic impact and risks amid the war in Israel. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

9 Loka 202356min

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the latest September jobs numbers. Tom Gimbel, CEO at LaSalle Network, joins to break down the September Jobs report. Ellis Phifer, Managing Director in Fixed Income Research at Raymond James, joins to discuss the bond market and outlook for a recession. John Fish, CEO of Suffolk Construction and Chair of the Real Estate Roundtable, talks about the latest developments in housing, including costs, mortgage interest rates, and construction supply. Javier Palomarez, President and CEO of US Hispanic Business Council (USHBC), joins to talk about Hispanic employment and business opportunities. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

6 Loka 202343min

Abigail Ross Hooper, President and CEO of the Solar Energy Industries Association talks renewable energy. Selma Hepp, chief economist at CoreLogic, joins to talk real estate and the housing market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Loka 202325min

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about investing strategies, commodity markets, and what his models are signaling about a recession and soft landing. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Margie Patel, Senior Portoflio Manager at AllSpring Global Investments, joins to discuss markets and investing strategies. Bryan Fairbanks, CEO at TREX (NYSE: TREX), discussing homebuilding and business operations amid rise in cost of capital. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

4 Loka 202341min

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Officer at Verdence, joins the show to talk about markets, investing, and his outlook for the economy. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the cannabis industry and how his company is navigating current economic conditions. 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. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Loka 202331min

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS. Hosted by John Tucker, Bailey Lipschultz and Carol Massar.  See omnystudio.com/listener for privacy information.

2 Loka 202357min