Powell Pivot, Inflation, and CRE
Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, a...
14 Des 202340min
M&A, Weight Loss, and Tesla
Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss ...
13 Des 202337min
Choice Hotels, Alphabet, and Housing
Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, ...
12 Des 202337min
Zelenskiy, Ohtani, and Hawaiian Airlines
Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown ...
11 Des 202337min
Jobs, Markets, and Higher Ed
Tom Gimbel, CEO at the LaSalle Network, joins to discuss Friday’s jobs report. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss the market reaction to jobs numbers and outlook...
8 Des 202339min
SpaceX, Private Credit, and COP28
Loren Grush, Space Reporter with Bloomberg News, joins to talk SpaceX’s tender offer and outlook for the company. Anjee Solanki, National US Director of Retail at Colliers, joins to discuss consumer h...
7 Des 202343min
Bank CEOs, Oil, and Rate Cuts
Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris ...
6 Des 202331min
Soft Landing, EVs, and Private Credit
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Ol...
5 Des 202335min
