Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about stocks and sectors she likes amid economic uncertainty. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins us to discuss his latest tech research and Big Tech earnings. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss CVS earnings and outlook for the company as well as healthcare companies CVS, Walgreens, and WalMart agreeing to a $12 billion opioid pact. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Hosted by Paul Sweeney and Kriti Gupta.

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Episoder(3350)

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Herman Chan, Senior Ana...

5 Mar 24min

CrowdStrike Issues Sales Outlook Meeting Wall Street Views

CrowdStrike Issues Sales Outlook Meeting Wall Street Views

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Mandeep Singh, Gl...

4 Mar 23min

Target Surprises With Upbeat Forecast on Improving Demand

Target Surprises With Upbeat Forecast on Improving Demand

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Emily Cohn, Bloomberg ...

3 Mar 23min

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

Oil Spikes as Middle East War All But Halts Hormuz Ship Strait

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Norah Mulinda- Ellen Wald, P...

2 Mar 24min

Introducing: Bloomberg This Weekend

Introducing: Bloomberg This Weekend

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business l...

1 Mar 1min

OpenAI Finalizes $110 Billion Funding at $730 Billion Value

OpenAI Finalizes $110 Billion Funding at $730 Billion Value

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney, Isabelle Lee, and John Tucker-Caroline ...

27 Feb 23min

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

Chipmakers Sink as Nvidia Fails to Dispel AI Worry

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Kunjan Sobhani, Bloombe...

26 Feb 25min

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

Instant Reaction: Nvidia’s Upbeat Sales Forecast Shows AI Boom Remains Strong

Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion. The company's o...

25 Feb 24min

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