Inflation, Regional Bank Earnings, Cannabis, & Nickel

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. 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. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the show to discuss how markets and traders are pricing in a Fed rate hike and bank turmoil. Will McDonough, CEO and Lead Portfolio Manager at EMG Advisors, discusses the latest on gold and metals and JP Morgan making cuts to metals business after the nickel saga. Pandu Patria Sjahrir, one of Indonesia’s leading entrepreneurs and general chairman of the Indonesian Coal Mining Association, joins to discuss his nation’s coal production and move towards green energy, Indonesia’s VC health and growth prospects, and outlook for industrials on a global scale.

Hosted by Paul Sweeney, Matt Miller, and Kriti Gupta.

See omnystudio.com/listener for privacy information.

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Episoder(3473)

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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

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Instant Reaction: Amazon Reports Cloud Sales Growth for Fifth Straight Quarter

Amazon.com reported cloud-computing revenue that beat analyst estimates, with booming demand for artificial intelligence services accelerating sales for the fifth straight quarter. Revenue jumped 37% ...

30 Jul 18min

UEFA Votes to Boycott World Cup in Protest to FIFA Selloff

UEFA Votes to Boycott World Cup in Protest to FIFA Selloff

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Randall Williams, Bloomberg Business of Sports Reporter, discusse...

30 Jul 23min

Earnings Roundup: Meta, Microsoft & Qualcomm

Earnings Roundup: Meta, Microsoft & Qualcomm

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investo...

29 Jul 17min

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