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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Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa MateoOn this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia an...

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Netflix Tops Earnings Estimates, as Market Takes a Pause

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Lisa Mateo and Emily GraffeoGeetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix ...

18 Jul 202522min

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Uber Partnering With Lucid, Nuro to Launch Robotaxis in 2026

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

17 Jul 202520min

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Goldman Sachs Posts Best Stock-Trading Quarter in History

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoAlison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset M...

16 Jul 202523min

Instant Reaction: Trump Reportedly Considers Firing Fed Chair Powell

Instant Reaction: Trump Reportedly Considers Firing Fed Chair Powell

President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday n...

16 Jul 20257min

JPMorgan’s Surprise Dealmaking Gain Shows Tariff Fear Easing

JPMorgan’s Surprise Dealmaking Gain Shows Tariff Fear Easing

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoAlison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset M...

15 Jul 202523min

Musk Turns to Tesla and SpaceX to Fuel AI Ambitions

Musk Turns to Tesla and SpaceX to Fuel AI Ambitions

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Te...

14 Jul 202520min

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