Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp

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

Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Airbnb earnings, tech layoffs, and other tech companies that are well-positioned for the future and others that aren’t. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dryden Pence, CIO at Pence Wealth Management, joins the show to talk about some stocks and sectors he likes amid economic headwinds and market uncertainty. Mike Halen, Senior Restaurants Analyst with Bloomberg Intelligence, joins the program to discuss a potential Subway sale and the outlook for restaurants. Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins the program to talk about the outlook for equities amid hawkish Fed speak, inflation around the globe and in the US, and how markets are pricing in today’s retail sales data. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

15 Helmi 202345min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI, Treasuries, and the Fed. David Welch, Bloomberg News Detroit Bureau Chief, discusses his Big Take story on car prices hitting a record high and Ford cutting jobs due to EV costs. Nathan Dean, Senior Policy Analyst, US and Latin America for Bloomberg Intelligence, joins the program to discuss the latest on crypto legislation. Aniela Unguresan, founder of EDGE Certified Foundation and economist by trade, joins the show to discuss her company, equal leadership, ESG investing, and how she works closely with the Bloomberg Gender Equality Index. Geetu Sharma, founder and investment manager at AlphasFuture LLC, joins the program to talk about individual stocks she likes and outlook for the markets. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

14 Helmi 202342min

Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the US shooting objects out of the sky, and outlook for US-China relations. Mark Douglas, CEO of MNTN, joins the program in studio to discuss Super Bowl ads after the big game, which companies won, and which missed out. Campbell Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal and the recent yield curve inversion. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to talk about recent ESG bans and the winners and losers of the ESG battle. Donna Borak, Senior Reporter with Bloomberg Industry Group, joins the show to discuss her Big Take story on NYC’s struggling financial position amid work-from-home. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

13 Helmi 202342min