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(3464)

Boeing Beats on Cash Flow, Books New Charge on Air Force One

Boeing Beats on Cash Flow, Books New Charge on Air Force One

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense...

28 Jul 21min

Nvidia’s $750 Billion in Deals Reignite Circular AI Fears

Nvidia’s $750 Billion in Deals Reignite Circular AI Fears

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, Bloomberg Tech Anchor, discusses Nvidia working on AI...

27 Jul 16min

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

Special Edition: Nvidia CEO Jensen Huang on Investing in South Korea

In this special bonus episode, Bloomberg Tech’s Ed Ludlow sits down with Nvidia President and CEO Jensen Huang for an exclusive interview. In their conversation, Huang says “this is the golden ages fo...

25 Jul 14min

Bloomberg Money: Inflation Angst Returns & Micron Millionaires

Bloomberg Money: Inflation Angst Returns & Micron Millionaires

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests are: Ed Yardeni, president of Yardeni Research & Tricia Scarlata, executive dir...

25 Jul 42min

Amex Expenses Surge 12% as Marketing Costs for Cards Rise

Amex Expenses Surge 12% as Marketing Costs for Cards Rise

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Ben Elliott, Bloomberg Intelligence Consumer Finance Analy...

24 Jul 23min

Tesla Plunges Most in a Year on Investor Angst Over AI Spending

Tesla Plunges Most in a Year on Investor Angst Over AI Spending

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Tynan, Director of Research at The Presidio Group, recaps T...

23 Jul 20min

AT&T Reports Greater-than-Expected Mobile Subscriber Gains

AT&T Reports Greater-than-Expected Mobile Subscriber Gains

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&T earni...

22 Jul 21min

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earning...

21 Jul 18min

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