Activision CEO, First Republic, Earnings, and Stock Picks

Activision CEO, First Republic, Earnings, and Stock Picks

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

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Episoder(3505)

Chewy Shares Slump as Executives Say Consumers Remain Pressured

Chewy Shares Slump as Executives Say Consumers Remain Pressured

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9 Sep 16min

GE to Buy Consolidated Precision Products for $11.75 Billion

GE to Buy Consolidated Precision Products for $11.75 Billion

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,...

8 Sep 22min

Introducing: Bloomberg Money

Introducing: Bloomberg Money

Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Frid...

7 Sep 30s

Bloomberg Money: Premium Travel, Fast Fashion, Luxury at the US Open & The Cost of College

Bloomberg Money: Premium Travel, Fast Fashion, Luxury at the US Open & The Cost of College

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: The Points Guy Founder Brian Kelly and Telsey Advisory Group CEO & Chief Resear...

5 Sep 44min

Anthropic Finalizing $15 Billion Pre-IPO Credit Facility

Anthropic Finalizing $15 Billion Pre-IPO Credit Facility

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Nathan Hager and Caroline Hepker-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, di...

4 Sep 23min

Broadcom Slides After AI Chip Forecast Underwhelms Investors

Broadcom Slides After AI Chip Forecast Underwhelms Investors

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, di...

3 Sep 20min

Chevron to Invest $7 Billion to Double Its Venezuelan Output

Chevron to Invest $7 Billion to Double Its Venezuelan Output

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Kevin Crowley, Bloomberg Senior Oil Reporter, discusses Chevron ...

2 Sep 23min

Apple’s Ternus Takes Reins as CEO With AI a Priority

Apple’s Ternus Takes Reins as CEO With AI a Priority

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu & Stacey Vanek Smith- Mark Gurman, Bloomberg News Managing Editor for Global Consume...

1 Sep 26min

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