Bond Selloff Leading the Rotation on Equity Front

Bond Selloff Leading the Rotation on Equity Front

Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the shift from momentum to value stocks, Sarah Sayed, Bloomberg News Reporter, on Hong Kong Exchanges unexpected bid for the London Stock Exchange, and Michael Tannenbaum, CFO of Brex, on the challenges Fintech startups face as they scale. Hosted by Lisa Abramowicz and Paul Sweeney.

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Episoder(3337)

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Inves...

21 Nov 202331min

OpenAI and Microsoft, Bitcoin, and Planes

OpenAI and Microsoft, Bitcoin, and Planes

Ed Ludlow, host of Bloomberg Technology, joins to talk about OpenAI, Sam Altman, Microsoft, and the events that unfolded this weekend. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, also j...

20 Nov 202337min

Bonus: Hot Pursuit! Talks Hybrids vs. EVs and All Things Audi

Bonus: Hot Pursuit! Talks Hybrids vs. EVs and All Things Audi

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

18 Nov 202325min

A US Recession and Retail Report

A US Recession and Retail Report

Chris Campbell, Chief Strategist at Kroll, discusses his outlook for the US economy and potential for a recession amid this week’s government shutdown. Kevin Tynan, Senior Autos Analyst with Bloomberg...

17 Nov 202334min

FDIC Deposits and Media Overview

FDIC Deposits and Media Overview

Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the FDIC set to approve a plan for refilling deposit insurance funds, and how big banks will be s...

16 Nov 202338min

SpaceX Spinoff and Rates Outlook

SpaceX Spinoff and Rates Outlook

Ed Ludlow, host of Bloomberg Technology, joins to discuss SpaceX potentially spinning off Starlink. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the U...

15 Nov 202337min

Potential Shutdown and Drug Development

Potential Shutdown and Drug Development

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how Treasuries might react to a government shutdown on Friday. Michael Shah, Pharma Analyst with Bloomberg Intellige...

14 Nov 202336min

Government Shutdown, Real Estate, and Tesla

Government Shutdown, Real Estate, and Tesla

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown an...

13 Nov 202337min

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