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.

See omnystudio.com/listener for privacy information.

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Episoder(3476)

 Warner Bros. Sales Fall on Loss of NBA, Weak Film Slate

Warner Bros. Sales Fall on Loss of NBA, Weak Film Slate

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, d...

6 Aug 27min

SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares

SpaceX’s $101 Billion Unlock Heaps Pressure on Battered Shares

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...

5 Aug 26min

Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO

Earnings Special: SpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPO

SpaceX stock fell after the company disclosed higher-than-expected spending on its artificial intelligence business, dampening an inaugural quarterly report that broadly surpassed Wall Street forecast...

5 Aug 19min

Palantir Jumps After ‘Otherworldly Demand Lifts Outlook

Palantir Jumps After ‘Otherworldly Demand Lifts Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Head of Tech Research for Bloomberg Intelli...

4 Aug 22min

Visa to Buy Fraud-Prevention Firm BioCatch for $2.4 Billion

Visa to Buy Fraud-Prevention Firm BioCatch for $2.4 Billion

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Diksha Gera, Bloomberg Intelligence Global Fintech and Payments A...

3 Aug 22min

Bloomberg Money: 'Fed Needs Clear Inflation Target and Messaging'

Bloomberg Money: 'Fed Needs Clear Inflation Target and Messaging'

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests include: Richard Clarida, Former Federal Reserve Vice Chair Lori Calvasina, RBC...

1 Aug 40min

Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook

Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu --Gene Munster, Managing Partner at Deepwater Asset Management, jo...

31 Jul 17min

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Instant Reaction: Apple Slides After Supply Shortages Hurt Its Sales Forecast

Apple tumbled in late trading after component shortages weighed on the company’s sales forecast, signaling that industrywide supply constraints are taking a bigger toll than anticipated. Revenue will ...

30 Jul 10min

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