CPI, Cruises, Industrials, ETFs, and Cannabis

CPI, Cruises, Industrials, ETFs, and Cannabis

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric’s deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3350)

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Under Armour Sinks as Tariffs, Sputtering Sales Hit Outlook

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Disney Shares Slide as Profit Outlook Overshadows Streaming Wins

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

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Palantir Jumps After Reporting Record Quarterly Sales Growth

Palantir Jumps After Reporting Record Quarterly Sales Growth

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ...

5 Aug 202520min

Tesla Awards Musk $30 Billion in Stock, Saying ‘a Deal Is a deal’

Tesla Awards Musk $30 Billion in Stock, Saying ‘a Deal Is a deal’

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah MulindaSteve Man, Bloomberg Intelligence Global Autos and Industrials Research Analy...

4 Aug 202520min

BI Weekend: Union Pacific Deal, Novo Nordisk Earnings

BI Weekend: Union Pacific Deal, Novo Nordisk Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah MulindaOn this podcast:- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst...

1 Aug 202536min

Amazon Falls as Profit Outlook, Cloud Growth Spook Investors

Amazon Falls as Profit Outlook, Cloud Growth Spook Investors

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg In...

1 Aug 202520min

Meta Seizes Its Moment to Spend Aggressively in the AI Race

Meta Seizes Its Moment to Spend Aggressively in the AI Race

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platform...

31 Jul 202522min

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