Bloomberg Intelligence

Michael McKee, international economics and policy correspondent with Bloomberg News, and Alyce Andres, US interest rates and FX reporter with Bloomberg News, join to break down the jobs numbers and slew of economic data from this week, and what it all means for the Fed. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to talk about how markets are responding to the latest jobs report and outlook for investors. Julia Pollak, Chief US Economist at ZipRecruiter, joins to talk about the August jobs report. Tom Gimbel, CEO at LaSalle Network, joins to talk about hiring and jobs day. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to talk about the FTC’s settlement on the Amgen-Horizon deal. Eddie van der Walt, with Bloomberg News, joins to break down the US economy post-jobs numbers, China supporting its economy, and potential European stagflation. Hosted by Jess Menton, John Tucker, and Simone Foxman.See omnystudio.com/listener for privacy information.

1 Syys 202348min

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, discusses the US losing the corn export battle and his call on gold. Greg Taylor, CIO at Purpose Investments, joins to talk about ETF flows and spot based Bitcoin ETFs. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on Tesla. Mark Douglas, CEO at MNTN, joins to discuss streaming wars, outlook for the ad and streaming industries, and the Messi Effect. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his recent column on investing, “Mind the Gap.” Anna Wong, Chief US Economist with Bloomberg Economics, discusses Core PCE inflation and other eco data from this week. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

31 Elo 202351min

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to talk about second quarter GDP and other eco data and news. Odeta Kushi, Deputy Chief Economist at First American, discusses MBA Mortgage applications, new home sales, and the housing market. Grayscale CEO Michael Sonnenshein joins Bloomberg TV to discuss a US court ruling in its favor and against the SEC. James Seyffart, ETF Research Analyst with Bloomberg Intelligence, joins to debrief the Grayscale CEO interview. Ron Sanchez, Chief Investment Officer at Fiduciary Trust, joins to discuss second quarter GDP, outlook for the markets, and investing. Dan O’Brien, President of Americas at HTC, joins to discuss his company’s virtual reality headset, Apple’s foray into headsets, the AR/VR race, and the Metaverse. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

30 Elo 202353min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiations. Elliott Stein, Bloomberg Intelligence Senior Litigation Analyst, and Matt Sigel, Head of Digital Asset Research at VanEck, discuss the US court ruling against the SEC in the Grayscale ruling. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, discuss the FDIC proposing new debt rules. Stephanie Brinley, Associate Director of Research and Analysis at S&P Global, joins to talk about VinFast’s rapid rise to become the world’s third most valuable carmaker, VinFast’s place in the market, and their initiatives and plans. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about the impact of possible strikes at Chevron in Australia and other global energy market pressures and issues. Molly Boesel, Principal Economist at CoreLogic, discusses the latest findings in the CoreLogic Case-Shiller Home Price Index. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.

29 Elo 202351min

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss commodities, gold, and outlook for the economy. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Instacart IPO, the general IPO space, and outlook for IPOs in 2023. Brooke Sutherland, industrials columnist for Bloomberg Opinion, joins to discuss the latest legal troubles for 3M. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to discuss his column on LA big business thriving. Sri Natarajan, Senior Reporter with Bloomberg News, joins to talk about Goldman Sachs offloading an investment advisory business aimed at the mass-affluent market. Jaimin Patel, Senior Analyst at Bloomberg Intelligence, joins us to discuss the credit outlook for Hawaiian Electric. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

28 Elo 202350min

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market’s recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

25 Elo 202329min

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of Yevgeny Prigozhin. Bloomberg TV’s Joe Mathieu and Annmarie Hordern interview GOP presidential candidate Nikki Haley. Kunjan Sobhani, Lead Semiconductor Analyst with Bloomberg Intelligence, joins to break down Nvidia earnings. George Ferguson, with Bloomberg Intelligence, joins to discuss the Boeing 737 Max defect and American Airlines pilot deal. Jordan Lopez, Director at Payden & Rygel and Portfolio Manager of the Payden High Income Fund, joins to talk investing strategies and gives his market outlook. Hannah Elliott, staff writer with Bloomberg Businessweek, joins to talk about the BMW XM hybrid and its safety concerns and her recent publications from the Monterey Car Auction. Mike Halen, Senior Analyst: Restaurants with Bloomberg Intelligence, breaks down the sale of Subway. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

25 Elo 20231h 5min

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, mortgage rates, and housing affordability. Katherine Doherty, finance reporter with Bloomberg News, joins to discuss her story on the Bank of America trading desks grabbing market share. Loren Grush, Space Reporter with Bloomberg News, discusses India’s successful moon landing, Russia’s failed mission to the moon, Starship, and the upcoming Crew-7 mission. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the WGA strike, legal analysis, and how it all ties in to AI and work. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to discuss the “epic” opportunity he says in commercial real estate, the outlook for a hard landing, and what to expect from Jackson Hole. Abigail Doolittle with Bloomberg News also joins. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

23 Elo 202347min