
Silicon Valley Bank and a Possible Fed Pivot
Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Joe Weisenthal, host of “Odd Lots” podcast, joins to discuss Silicon Valley Bank and why he’s calling it a bailout. Aoifinn Devitt, CIO at Moneta, joins the program to discuss the market reaction to the SVB collapse and government intervention. Dr. Richard Portes, Professor of Economics at London Business School, joins to discuss HSBC acquiring SVB’s UK arm, what the fallout means for the UK economy, and gives his take on the SVB and Signature collapses. Mark Douglas, CEO at MNTN, joins to discuss his company’s ties to SVB, outlook for the bank, and how he believes it will/won’t affect other regionals. John Authers, columnist with Bloomberg Opinion, joins to discuss his column on renewed interest in a Fed pivot after the SVB bank run. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
13 Mar 202353min

Barney Frank on SVB and Signature Bank Collapses (Audio)
Barney Frank, former Chair of the House Financial Services Committee, joins Bloomberg Radio to discuss recent bank collapses in the US and outlook for further regulation. Hosted by Kriti Gupta, Paul Sweeney, and Matt Miller.See omnystudio.com/listener for privacy information.
13 Mar 202316min

Silicon Valley Bank, Jobs Day, and Markets
Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Carol Schleif, CIO at BMO Family Office, joins the show in studio to talk about jobs, outlook for the economy, and broad disruption in credit markets from rising rates. Tom Gimbel, founder and CEO of LaSalle Network, joins the program to discuss the labor market and jobs day. 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. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the program to discuss jobs day and also weighs in on the SVB closure with Bloomberg Intelligence analyst Herman Chan. Chance Finucane, CIO at Oxbow Advisors, joins the outlook for markets amid rising interest rates, jobs numbers, and the fallout on regional banks from SVB. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
10 Mar 202342min

Private Credit, Silvergate, Apple, and the Latino Vote
Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for our (new) weekly Wall Street roundup. Topics include Citi recalibrating investment bank headcount, JPMorgan-Jes Staley latest, and Credit Suisse delaying its annual report. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses the hot start to 2023 for private credit. Bloomberg's Lisa Mateo discusses the Latino vote in the US. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Silvergate and the crypto market. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, and Mark Gurman, reporter with Bloomberg News, join for a roundtable on Apple. Mark discusses his story on Apple being bullish on India, and Anurag discusses his recent BI note on Airpods. Mike Smith, PM of several growth funds including Allspring Discovery SMID Cap Growth Fund (WFDSX), joins the show to talk markets and investing. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.
9 Mar 202351min

Jay Powell, Inflation, and the Biden Budget
Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down Jay Powell’s House testimony. Mike McKee, International Economics and Policy correspondent with Bloomberg News, also joins the show to break down the Fed and markets. Alyce Andres, US Interest Rates and Foreign Exchange reporter with Bloomberg News, joins the program to talk market reaction to the Fed. Steve Dennis, Congressional Correspondent with Bloomberg News, joins the program to talk about the Biden admin’s views on the Fed, the debt ceiling, and other DC headlines. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Jay Powell’s comments and outlook for the US economy. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.
8 Mar 202342min

Jay Powell and Meta
Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, breaks down Jay Powell’s testimony to the Senate. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, discusses the latest Meta job cuts. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.
7 Mar 202316min

Banks, Powell, Crypto, and Jamie Dimon (Podcast)
Alison Williams, Senior Global Banks & Asset Managers Analyst, joins the show to discuss Credit Suisse, UBS cuts and CEO raise, and Citi expanding in Paris. Anna Wong, Chief Economist with Bloomberg Economics, joins the program to discuss the Fed, outlook for the US economy, and previews Jay Powell’s comments on Tuesday and Wednesday. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the program to discuss crypto and commodities. Dan Salmon, analyst with New Street Research, joins the program to talk about his internet coverage with New Street. Mahmood Noorani, founder at Quant Insight, joins the program to discuss quant analysis and outlook for the markets. Jamie Dimon sits down with Bloomberg TV. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
6 Mar 202355min

BONUS EPISODE: Jamie Dimon Speaks to Bloomberg News
JP Morgan Chase CEO Jamie Dimon sits down for an exclusive interview with Bloomberg's Ed Hammond. They speak at the 2023 JP Morgan Global High Yield & Leveraged Finance Conference in Miami Beach, Florida.See omnystudio.com/listener for privacy information.
6 Mar 202316min





















