An Extended Breakdown of the Fed and Banks (Podcast)
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 cyc...
4 Mai 20231h 18min
The Fed, ETFs, Supply Chain, and Eli Lilly
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 Schwa...
3 Mai 202351min
Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)
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 Securit...
2 Mai 202349min
Marc Rowan, First Republic, Stagflation, and AI (Podcast)
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 ...
1 Mai 202356min
Amazon, Oil Earnings, First Republic, and Activision (Podcast)
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 Secu...
28 Apr 202354min
Activision CEO, First Republic, Earnings, and Stock Picks
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. ...
27 Apr 202352min
Microsoft, First Republic, the Debt Ceiling, and Watches
Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg I...
26 Apr 202353min
Consumer Health Amid Continued Rate Hikes
Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Pa...
26 Apr 20238min
