UBS, China, Markets, and the Fed
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the Credit Suisse acquisition. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Bloomberg Economics Chief Economist Tom Orlik joins to discuss how Alibaba’s split affects China’s tech sector and outlook for the Chinese economy this year amid global uncertainty and recent courting of Xi Jinping to Vladimir Putin. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook for global economies and inflation. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, discusses the fixed income markets. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk semiconductor stocks after Micron’s earnings. Hugh Hendry, Former CIO/Founding Partner/Founder of Eclectica Asset Management, joins to discuss the economy and outlook for a recession and rate cut in the US. Hosted by Paul Sweeney, Matt Miller, and Barry Ritholtz.See omnystudio.com/listener for privacy information.
29 Maalis 20231h 1min
Banking Sector Regulatory Overhaul
Bloomberg Intelligence Senior US Regional Banks Analyst, Herman Chan discusses the congressional bank hearings with Bloomberg Market's host Paul Sweeney. See omnystudio.com/listener for privacy information.
28 Maalis 202313min
Banks, Supply Chain, Real Estate, and Pets
Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the latest wall street and banking news. Lisa Knee, Real Estate lead at EisnerAmper, discusses the latest on real estate and mortgages amid banking and financial concerns. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Ann-Hunter van Kirk, Senior Equity Research Analyst with Bloomberg Intelligence, discuss their recent research on the $500 billion dollar pet economy. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and what it tells us about a potential recession in 2023. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins the program to discuss sectors she likes and her outlook for the markets and inflation. Gene Seroka, Executive Director of the Port of LA, joins the program to discuss the latest on the supply chain and shipping business. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
27 Maalis 202357min
Banks, Jack Dorsey, India, and Gene Editing (Podcast)
Bloomberg News Macro Strategist Cam Crise joins the program to break down how traders are pricing in the Fed’s rate moves this week and outlook for markets amid bank uncertainty. Jenny Surane, finance reporter with Bloomberg News, joins the program to discuss Hindenburg short selling Block and crushing a portion of Jack Dorsey’s wealth, as well as Hindenburg’s recent involvement with Adani Group. Scott Harrison, Portfolio Manager at Argent Capital Management, joins the program to talk about sectors he likes and outlook for equities. Rania Sedhom, Managing Partner of the Sedhom Group, joins the program to discuss her recent commentary on how the SVB breakdown affects the legal hurdles of acquiring funding. Sanjiv Sanyal, economist, author, and principal economic advisor to the Indian government and prime minister Narendra Modi, joins the discuss India’s growth potential, geopolitical balancing between China, Russia, and the US, and global economic and political uncertainty. Ali Urman, Genomics Analyst at ARK Invest (Fund: ARK Genomic Revolution ETF – ARKG), joins the program to talk about ETF investing in immunotherapy, gene editing, and the convergence of AI and tech in the health space. Hosted by Paul Sweeney and Jennifer Ryan.See omnystudio.com/listener for privacy information.
27 Maalis 202351min
The Fed, Bank of England
Neil Grossman, former CIO at TKNG Capital, joins the program to break down the latest FOMC meeting. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks & Asset Managers Analyst for Bloomberg Intelligence, discusses the government response to the recent bank crisis. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the program to discuss central bank activity and markets. Joel Levington, Director: Credit Research with Bloomberg Intelligence, joins us from the Ford “teach-in” events for analysts and investors on Wall Street, discussing how the company’s overhauling its financial reporting structure as it looks to make gains in the electric vehicle market. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, talks about Apple’s big bet on producing movies for theaters. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton.See omnystudio.com/listener for privacy information.
23 Maalis 202353min
Fed Day, Jay Powell, Banks, and Crypto
Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Ira Jersey, Chief US Interest Rates Strategist with BI, join for a roundtable on Fed day to discuss interest rates and bank instability in the US. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell and the Fed’s rate hike path. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and her ETF management amid recent turmoil. Bloomberg cross asset reporter Katie Greifeld also joins. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the latest moves in Bitcoin and crypto amid bank instability, discusses whether the gains will last, and gives his outlook for oil and commodities. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the show to discuss how markets and traders are pricing in a Fed rate hike and bank turmoil. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the yield curve and outlook for a recession amid financial instability. Paul Sweeney, Kriti Gupta, and Jess Menton host.See omnystudio.com/listener for privacy information.
22 Maalis 202353min
The Fed, Banks, and Credit Suisse
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and interest rate hike. Anna Wong, Chief US Economist with Bloomberg Economics, joins the program to discuss her Fed rate hike prediction and outlook for the US economy amid tightening and bank uncertainty. Jeroen Julius, Senior Credit Analyst with Bloomberg Intelligence, joins the program to discuss AT1 bonds and risks for the future post-Credit Suisse collapse. Sonali Basak, Wall Street Reporter with Bloomberg News, gives us the latest on Credit Suisse and UBS. Liz McCormick, Chief Correspondent – Global Macro Markets with Bloomberg News, discusses recent activity in the bond market and what it portends for a recession. Angela Seidler, VP of Investor Relations at Aurubis, joins in studio to discuss copper and commodities outlook in the US and in Europe amid banking turmoil and uncertainty.See omnystudio.com/listener for privacy information.
21 Maalis 202339min
Credit Suisse, Regional Banks, and Iraq Veterans
Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Europe and the US. Dr. Vania Stavrakena, professor of economics at London Business School, joins to discuss Credit Suisse, banking turmoil in Europe, and what it all means for European economies. Senior Tech Analyst for Bloomberg Intelligence Anurag Rana discusses Amazon layoffs. John Micklethwait, editor-in-chief with Bloomberg News, joins for a discussion on Credit Suisse and banking instability in Europe. Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins with Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, to discuss regional bank turmoil and a crisis of banking confidence in the US. Greg Parsons, CEO of Cavu Securities and former US Marine Infantry Officer, joins to talk representation of veterans on Wall Street, 20 years to the day of the US invasion of Iraq. John Authers, columnist with Bloomberg Opinion, joins to discuss the crisis of confidence in the banking industry. Hosted by Paul Sweeney, Kriti Gupta, and Molly Smith.See omnystudio.com/listener for privacy information.
20 Maalis 202357min
