CPI, Markets, and Telecom (Podcast)

CPI, Markets, and Telecom (Podcast)

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin, managing director and senior entertainment analyst at Needham & Co. LLC, joins the show to discuss her picks for media and telecom companies that she sees performing well in 2023 after a down 2022 year. Sam Burns, founder and chief strategist at Mill Street Research, joins the program to discuss the stock market, inflation, and gives his outlook for a recession in 2023. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3389)

Paramount Extends Tender Offer for Warner Bros. Shares

Paramount Extends Tender Offer for Warner Bros. Shares

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Seema Shah, Vice President of Research and Insights at Sensor Towe...

22 Jan 19min

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses ea...

21 Jan 16min

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal wi...

20 Jan 21min

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Watch Scarlet and Paul 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, dis...

20 Jan 18min

BI Weekend:  Delta Earnings, Google-Apple Deal, Lululemon Outlook

BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon Outlook

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Alexandra SemenovaOn this podcast:- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Ana...

16 Jan 39min

Trump  Moves to Have Tech Giants Pay for Surging Power Costs

Trump Moves to Have Tech Giants Pay for Surging Power Costs

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker-Mandeep Singh, Global Tech Research Head at Bl...

16 Jan 22min

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova- Myles Miller, Bloomberg News Senior Reporter, discusses New ...

15 Jan 28min

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

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

14 Jan 20min

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