Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First Republic and outlook for regionals. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, discusses the outlook for markets and the potential for stagflation in the US. Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs, joins the program to talk ETF investing and flows. Krishna Gupta, Chairman at Presto Automation (NASDAQ: PRST), joins to discuss AI tech outlook and opportunities. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to discuss earnings, the insurance industry, and outlook in 2023. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3360)

Paramount Sweetens Warner Bros. Bid Terms to Woo Investors

Paramount Sweetens Warner Bros. Bid Terms to Woo Investors

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 Scarlet Fu-Geetha Ranganathan, Bloom...

10 Feb 21min

Alphabet Looks to Raise About $15 Billion From US Bond Sale

Alphabet Looks to Raise About $15 Billion From US Bond Sale

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 Scarlet Fu-Robert Schiffman, Senior ...

9 Feb 23min

BI Weekend: New Disney CEO,  AMD,  PayPal Earnings

BI Weekend: New Disney CEO, AMD, PayPal Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney ...

6 Feb 36min

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

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, Scarlet Fu, and John Tucker-Mandeep Sin...

6 Feb 22min

Alphabet Plans Record Spending in Race to Win AI Customers

Alphabet Plans Record Spending in Race to Win AI Customers

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 Scarlet Fu-Mandeep Singh, Global Tec...

5 Feb 22min

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

AMD Suffers Worst Rout Since 2018 on Disappointing Forecast

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, Scarlet Fu, and John Tucker- Kunjan Sob...

4 Feb 22min

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

Disney Taps Parks Chief Josh D’Amaro to Succeed Iger as CEO

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 Scarlet Fu- Geetha Ranganathan, Bloo...

3 Feb 25min

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

Oracle to Raise Up to $50 Billion in Debt and Equity This Year

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 Scarlet Fu- Mandeep Singh, Global Te...

2 Feb 25min

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