Bloomberg Intelligence

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial intelligence and Microsoft’s initial A-I push. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins the show to break down Fed Minutes and the debt ceiling risks. Maria Tadeo, European correspondent for Bloomberg TV, discusses Germany entering a recession and her interview with a top Zelenskiy aid on the upcoming counteroffensive. BloTed Swimmer, Head of Capital Markets at Citizen Financial, joins to discuss markets and investing strategy. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down the big week in retail, luxury goods and earnings, and how it all serves for an economic bellwether. John Gittelsohn, Real Estate reporter with Bloomberg News, joins to discuss his piece on LA office building stress and the economic pain coming for real estate. Francis Oh, CEO of Qraft Technologies, discussing Qraft rang the opening bell this morning amid the launch of the Qraft AI-Pilot ETF, the industry’s first ever fully AI driven risk managed ETF. Hosted by Paul Sweeney, Kriti Gutpa, and Simone Foxman.See omnystudio.com/listener for privacy information.

25 Touko 20231h 7min

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of the Swiss Franc. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, also discusses the debt ceiling. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Brendan Case, Bloomberg News retail reporter, join to discuss the slew of recent retail news and Petco earnings today. Linda Anegawa, Chief of Medicine at Noom, joins the program to discuss the company’s new health developments. Sam Fazeli, Senior Pharma Analyst with Bloomberg Intelligence, joins the discussion to offer some questions and analysis. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program in studio to talk about investing and the cannabis market. Geetha Ranganathan, Analyst of US Media with Bloomberg Intelligence, joins the program to discuss Netflix password sharing and outlook for the company’s financials. 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 the outlook for a hard landing and a recession. Hosted by Kriti Gupta and Simone Foxman.See omnystudio.com/listener for privacy information.

24 Touko 202354min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins to discuss the default scenarios in play should the US not reach a debt deal. Cam Crise, Macro Strategist with Bloomberg News, also joins to discuss how traders are weighing default risks. Mike Parra, CEO: Americas at DHL Express, joins Bloomberg News exclusively to discuss his industry and the supply chain amid dropping inflation. Caroline Hyde, host of Bloomberg Technology, joins us from the Qatar Economic Forum to debrief her interview with TikTok’s CEO. Bloomberg Intelligence Senior Tech Analyst Mandeep Singh also joins. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to talk about energy and commodities, WTI leaning toward $57 a barrel, and “the Big Unwind." Drew Reading, Homebuilding Analyst with Bloomberg Intelligence, joins to discuss Lowe’s earnings. Kevin Brand, Defense Policy Analyst with Bloomberg Intelligence, joins to discuss hypersonic missile production in the US, how it’s used in the war in Ukraine, and the renewed supply chain threats amid China decoupling. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

24 Touko 20231h 3min

Sonali Basak, Wall Street reporter with Bloomberg News, joins us to talk JPMorgan Investor Day. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023. Paula Penkal, Tech Analyst: Semiconductors with Bloomberg Intelligence, joins to discuss China declaring Micron a cybersecurity risk and the Micro-Japan deal to counter China. Dr. Nancy Kimelman, professor at Northeastern University, joins to discuss the latest on the debt ceiling and the potentially devastating economic consequences of a default. Jennifer Rie, Senior Antitrust Litigation Analyst with Bloomberg Intelligence, joins to discuss the American-JetBlue deal getting blocked and troubles for Spirit. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss Meta being fined a record amount by the EU. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

22 Touko 202342min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Morgan Stanley CEO James Gorman stepping down within the next 12 months. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg News, also joins to discuss debt and the incoming credit crunch. Laura Modi, CEO at Bobbie, talks about baby formula prices and the continued crisis. Monica Defend, Head of Amundi Institute, joins to discuss the outlook for Euro economies if the US enters a recession due to the debt ceiling dilemma. Billy House, Congressional reporter with Bloomberg News, and markets correspondent Abigail Doolittle also join to talk about debt ceiling breakdowns and the market reaction, as does Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey. John Authers with Bloomberg Opinion also gives his perspective. Andres Fajardo, CEO at Clever Leaves, discusses cannabis investments and outlook for the cannabis market. Hosted by Paul Sweeney, Sonali Basak, and John Tucker.See omnystudio.com/listener for privacy information.

19 Touko 202356min

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest consumer confidence index and gives her outlook for the economy. Chris Natividad, co-founder and CIO, and Art Amador, co-founder and COO, of EquBot and the AI Powered Equity ETF, AIEQ issued by join the program to talk investing strategies, ETFs, and markets. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Bloomberg economics correspondent Mike McKee join to discuss the debt ceiling. Bloomberg News reporter Sonali Basak discusses the death of Sam Zell. Bloomberg Intelligence litigation analyst Matt Schettenhelm discusses Section 230. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to discuss her note on mortgage borrower leverage. Laura Martin, Managing Director at Needham, joins us in studio to talk about the ad and media businesses and revisits some of the bold calls from her appearance on our show in January. Norah Mulinda, markets reporter with Bloomberg News, joins to talk about her story on homebuilders capitalizing on limited real estate inventory. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss his research on young adopters of ChatGPT. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

18 Touko 20231h 2min

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to discuss Target earnings. Bloomberg Macro Strategist Vince Cignarella also joins to tell us what Target and retail earnings signal about consumer strength and inflation, as well as breaking down recent Fed speak. Huw Roberts, Head of Analytics at Quant Insight, talks about AI in investing, commodities, and what his models are telling him about the outlook for a recession. Savina Rizova, Global Head of Research at Dimensional Fund Advisors, joins to discuss her financial research, investing strategies, and outlook for a US recession. Robert Piconi, CEO and co-founder at Energy Vault, joins to discuss de-carbonization and sustainable energy. Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the recent eco inflation data we’ve seen the past week and outlook for rate hikes, the debt ceiling, and a hard landing. Anna Bryson, CFO at Doximity (NYSE: DOCS), joins the show to talk about her company’s performance this year and outlook. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

17 Touko 202352min

Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses investing strategies and sentiment. Burt Flickinger, Managing Director at Strategic Resource Group, joins the program to discuss retail sales and consumer health. Dryden Pence, CIO at Pence Wealth Management, joins to talk about stocks and sectors he likes amid varying headwinds. Alex Morris, CIO at F/M Investments, joins the program to talk markets and investing strategies. Matt Palazola, Senior Analyst, Property and Casualty Insurance at Bloomberg Intelligence, joins to discuss Berkshire Hathaway adjusting its bank holdings and investing in Capital One amid the recent regional crisis. Herman Senior, Senior Regional Banks Analyst with BI, also joins to talk about the latest on the regional industry. Jennifer Rie, Senior Litigation Analyst – Antitrust for Bloomberg Intelligence, and Marc Engelsgjerd, Senior Equity Research Analyst with Bloomberg Intelligence, join for a roundtable discussion on the FTC getting set to challenge Amgen’s $28 billion Horizon deal. Hosted by Paul Sweeney, Kriti Gupta, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

16 Touko 202349min