Instant Reaction: House Passes Funding Bill

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, Treasuries, and dollar strength. Pat Gallagher, CEO of Gallagher Insurance, joins the program to discuss the insurance industry and outlook in 2023. Dan O’Brien, President of Americas at HTC, joins the show from the Mobile World Conference in Barcelona to discuss the Metaverse, competition, and outlook for VR. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the program to break down Goldman Investor Day, where she is on site. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to talk Apple trying to move away from China, Adobe-Figma, and other tech headlines. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Helmi 202344min

Sam Fazeli, Head of Euro Research and Pharma Analyst for Bloomberg Intelligence, joins the program to discuss Pfizer’s potential acquisition of Seagan. Tony Hatch, consultant and analyst with ABH Consulting, joins the program to discuss the latest on the Ohio Trail Derailment, issues with trains in the US, the government response, and risks for other incidents. Jill O’Donovan, advisor to Impact Shares YWCA Women’s Empowerment ETF (NYSE: WOMN), and former Chief Innovation Officer at YWCA Metropolitan Chicago, joins the program to discuss the ETF and equality in investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to preview Goldman Investor Day. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Helmi 202341min

One year since Russia’s invasion, Bloomberg TV’s Maria Tadeo joins from Kyiv to discuss what’s happening on the ground, her interview with Kyiv’s mayor, Europe’s view on the conflict, and outlook. Kevin Brand, Defense Policy Analyst with Bloomberg Intelligence, also joins to discuss US defense policy and the China-Russia relationship. Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management, joins the program to discuss sectors he likes and outlook for the markets this year. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and her ETF management. Bloomberg cross asset reporter Katie Greifeld also joins. Jennifer Rie, Senior Litigation Analyst – Antitrust with Bloomberg Intelligence, discusses the DOJ trying to block the Adobe-Figma deal. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

24 Helmi 202349min

Matt Luzzetti, Chief US Economist at Deutsche Bank, shares his views on the economy and breaks down the recent Fed Minutes. Doug Baker, portfolio manager and head of Preferred Securities Sector Team at Nuveen, joins the program in studio to discuss his market outlook and sectors he likes in 2023. Bloomberg anchor Caroline Hepker outlines the lack of gender diversity in fund management. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Andy Callahan, CEO of Hostess Foods (NASDAQ: TWNK), joins the program to discuss his company’s performance and outlook amid consumer tightening and inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

23 Helmi 202343min

Gene Seroka, Executive Director of the Port of LA, joins the show to discuss the latest on deliveries, shipments, and supply chain bottlenecks. Aoifinn Devitt, CIO at Moneta, joins the program to discuss her outlook for the economy and sectors she likes in 2023. Hessam Nadji, CEO of Marcus & Millichap, joins the program in studio to discuss office occupancy, commercial real estate, and mortgage rates. Matt Winkler, Editor-in-Chief emeritus with Bloomberg Intelligence, joins the program to discuss his recent Opinion piece on Elon Musk and Tesla. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, discusses the media rights battle for WWE. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

22 Helmi 202345min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasuries, TIPS, and the Fed. Drew Reading, Research Analyst with Bloomberg Intelligence, joins the show to break down Home Depot earnings and outlook for the retail giant. Amanda Rebello, head of passive sales, US Onshore at DWS Group, joins the program to discuss the firm’s ETF offerings and her outlook for markets and the economy. Sevin Yeltekin, dean of Simon Business School at the University of Rochester, joins the program to discuss her US and global economic outlook and outlook for inflation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Helmi 202335min

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the program to discuss recent Tesla news and AutoNation earnings. Omar Aguilar, CEO and CIO at Schwab Asset Management, joins the program to discuss sectors he likes and outlook for markets and the economy. Daragh Murphy, founder and CEO at IMPRINT, joins the program to discuss his company, Fintech, and outlook. Bloomberg cross asset reporter Katie Greifeld and Bloomberg Intelligence Senior Macro Strategist Mike McGlone give the latest on crypto regulation, Bitcoin moves, and the outlook for crypto regulation. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the program to discuss Deere earnings and outlook for industrials. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

17 Helmi 202344min

George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses Lockheed, Raytheon, and China. Kyle Balkissoon, Hennessy Funds ESG Large Cap ETF co-portfolio manager, joins the program, to discuss ESG skepticism and ETF investing strategies. Kara Murphy, CIO at Kestra Investment Management, joins the program to discuss markets and investing. Bloomberg Wall Street reporter and Bloomberg Intelligence analyst Alison Williams discuss Bank of America job cuts. Mark Hoplamazian, CEO at Hyatt Hotels (NYSE: H), joins Bloomberg News on earnings day to discuss the company, recent performance and pandemic bounce back, and outlook for travel and lodging in the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

16 Helmi 202347min