Morgan Stanley, Harvard, and Disney
Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay stepping down, what’s next for other institutions, and Washington’s influence on higher education in America. Mark Aldoroty, Managing Director and Global Head of Prime Services at Jefferies, joins to give his market outlook. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss the outlook for media and the box office in the US, potential M&A in the media space, and ValueAct supporting’s Disney Board’s slate of director nominees. Hosted by Paul Sweeney.See omnystudio.com/listener for privacy information.
3 Jan 202444min
Equities, Tesla, and Geopolitics
Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with Bloomberg Intelligence, joins to discuss BYD potentially surpassing Tesla as the leading EV automaker in the world. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Mick Mulroy, co-founder of the Lobo Institute, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China. Hosted by Paul Sweeney and Mike Regan.See omnystudio.com/listener for privacy information.
2 Jan 202439min
Markets, Trump, and Travel
Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump being banned from the 2024 ballot in Maine and other DC headlines. Selma Hepp, Chief Economist at CoreLogic, breaks down the real estate market as we head into 2024. Brian Kelley, CEO at TPG (The Points Guy), joins to give his outlook for travel. Hosted by Paul Sweeney, Caroline Hyde, and Kailey Leinz.See omnystudio.com/listener for privacy information.
29 Des 202334min
Hedge Funds, Eco, and AI
Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potential for a hard landing in the US. Anton Posner, CEO at Mercury Resources, joins to discuss supply chain risks amid uncertainty in the Middle East. Jake Saper, General Partner at Emergence Capital, joins to discuss the outlook for artificial intelligence in 2024. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.
28 Des 202342min
Red Sea, Markets, and Media
Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomberg News, joins to talk moves in oil. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss markets and outlook for the Fed next week. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss the media landscape and outlook for consolidation. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.
27 Des 202332min
Geopolitics, EM, and Consumers
Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market performance this year and next. Jennifer Lee, BMO Capital Markets Senior Economist, talks about the outlook for the US economy and potential for a soft landing. Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, joins to talk about the holiday shopping season and what to expect from the consumer in 2024. Hosted by Paul Sweeney and Caroline Hyde. See omnystudio.com/listener for privacy information.
26 Des 202330min
Nike, PCE, and Space
Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Economic Council, joins Kailey Leinz and Guy Johnson for a discussion on the economy and today’s inflation data. Stuart Paul, US Economist with Bloomberg Economics, joins to break down today’s inflation data and gives her outlook for the Fed and rate cuts. Peter Platzer, CEO and founder at Spire Global (NYSE: SPIR), joins to discuss his company and “space-as-a-service." Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.
22 Des 202338min
Paramount, Apple, and Rally
Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss markets, sectors she likes, and outlook for investing. Mark Gurman, Chief Correspondent for Tech and Apple for Bloomberg News, joins to discuss the company stopping sales of certain Apple Watch models on its website. Seema Shah, Principal Asset Management Chief Global Strategist, joins to give her view on markets and the economy. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
21 Des 202338min
