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.

Episoder(3388)

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Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

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Adobe CEO to Step Down in Face of Investor Concerns Over AI

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Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

Dick’s Projects Sales Growth at Namesake Stores, Foot Locker

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Alexandra Semenova-Lindsay D...

12 Mar 14min

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Nvidia Invests $2 Billion in Nebius for New Data Center Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu, Tom Keene, and Matt Miller-Mandeep Singh,...

11 Mar 27min

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Ackman’s Pershing Square Seeks Up to $10 Billion in NYSE IPO

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and John Tucker-Bailey Lipschultz, Bloombe...

10 Mar 17min

 Live Nation Reaches DOJ Settlement in Antitrust Case

Live Nation Reaches DOJ Settlement in Antitrust Case

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous-Jennifer Rie, Blo...

9 Mar 22min

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

BlackRock’s $26 Billion Private Credit Fund Limits Withdrawls

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Brian Chappatta, Blo...

6 Mar 20min

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Morgan Stanley Cuts Jobs Across All of Its Business Lines

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee-Herman Chan, Senior Ana...

5 Mar 24min

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