Bloomberg Intelligence

Matt Palazola, Senior P&C Insurance Analyst with Bloomberg Intelligence, joins the program to discuss Berkshire earnings. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg Intelligence, joins the program to discuss Tyson earnings and outlook for consumer food staples. Aoifinn Devitt, CIO at Moneta, joins the program to discuss the market reaction to the recent banking turmoil and previews CPI. Jennifer Rie, Senior Analyst of Antitrust Litigation with Bloomberg Intelligence, joins the show to discuss the outlook for the Activision-Microsoft deal after Warren Buffett said this weekend blocking the deal is a mistake. Anurag Rana, Senior Tech Analyst with BI, joins to break down the financial benefits of a deal for both sides. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show to discuss his company’s outlook, cloud technology, and business investment amid varying economic pressures. Rob Schiffman, Tech Credit Analyst with Bloomberg Intelligence, joins the program to discuss Apple issuing high-grade US bonds and why the company is looking to raise even more capital than it already has. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

8 Touko 202351min

Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market and jobs day. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., joins us in studio to talk market reaction to the latest Fed rate hike and jobs day. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview Berkshire this weekend, discuss investing for the ultra-wealthy and gives his market and economic outlook. David Papadopoulos, Managing Editor with Bloomberg News, joins to preview the Kentucky Derby. Bill Allison, corporate finance reporter with Bloomberg News, discusses a potential move to strip Warren Buffett of his Chair at Berkshire Hathaway. Brian Egger, Senior Gaming & Lodging Analyst, joins the show to discuss gaming, cruises, and hotels and some of the company’s he’s been researching. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Touko 202343min

Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed’s historic tightening cycle. Dr. Richard Portes, London Business School professor, joins us in studio to talk the ECB decision, the US economy, and bank turmoil. Barry Ritholtz, founder of Ritholtz Wealth Management and host of “Masters in Business,” and Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins for an extended roundtable on the Fed. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at the White House Council of Economic Advisors, joins to talk about her column on the labor market and gives her take on the Fed and regional banks. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the impact of the Fed’s rate hike cycle in real estate and other areas of the economy. Margie Patel, Senior Portfolio Manager at AllSpring Global Investments, joins to discuss how the markets are pricing in the Fed’s possible last rate hike of this tightening cycle. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

4 Touko 20231h 18min

Neil Grossman, former CIO at TKNG Capital, joins to break down the Fed’s rate hike path. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan also joins. Omar Aguilar, CEO and CIO at Schwab Asset Management, joins the program to discuss sectors he likes and outlook for markets and the economy on Fed Day. 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. Drew Wilkerson, CEO of RXO Logistics (NYSE: RXO), joins to talk freight and supply chain pressures. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, and Tim Courtney, CIO at Exencial Wealth Advisors, join in a roundtable to discuss how markets are digesting more regional bank turmoil and a potential rate hike this afternoon. Sam Fazeli, Head of Euro Research/Pharma analyst with Bloomberg Intelligence, joins to talk Eli Lilly’s Alzheimer’s drug and its stock. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Touko 202351min

Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the program to discuss the Fed and outlook for interest rate hikes and a potential US recession. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling negotiations. Geetha Ranganthan, Senior Media Analyst with Bloomberg Intelligence, joins to discuss the potential happy ending for the Hollywood writers’ strike. Simona Mocuta, Chief Economist at State Street, joins the program to discuss the outlook for the economy and markets. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss Tuesday’s regional bank slide. Huw van Steenis, partner at Oliver Wyman, joins us from the Milken Conference in LA to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

2 Touko 202349min

Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First Republic and outlook for regionals. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, discusses the outlook for markets and the potential for stagflation in the US. Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs, joins the program to talk ETF investing and flows. Krishna Gupta, Chairman at Presto Automation (NASDAQ: PRST), joins to discuss AI tech outlook and opportunities. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to discuss earnings, the insurance industry, and outlook in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

1 Touko 202356min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Securities, wraps up the week in Big Tech earnings. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, also joins to talk Amazon. Sylvia Jablonski, CEO at Defiance ETFs, and Bloomberg Intelligence Senior Regional Bank Analyst Herman Chan discuss First Republic Bank. Steve Matthews, US Economy Reporter with Bloomberg News, and Jenny Surane, Finance Reporter with Bloomberg News, join to break down the Fed’s report on the failure of Silicon Valley Bank. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Chevron and Exxon earnings. Kevin Sayer, CEO at Dexcom (NASDAQ: DXCM), joins to discuss his company’s recent performance, industry trends reimbursement wins for Medicare, the glucose monitor market, and his DTC campaign with Nick Jonas. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Huhti 202354min

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Huhti 202352min