Target, Energy, Debt Ceiling, and Doximity (Podcast)

Target, Energy, Debt Ceiling, and Doximity (Podcast)

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to discuss Target earnings. Bloomberg Macro Strategist Vince Cignarella also joins to tell us what Target and retail earnings signal about consumer strength and inflation, as well as breaking down recent Fed speak. Huw Roberts, Head of Analytics at Quant Insight, talks about AI in investing, commodities, and what his models are telling him about the outlook for a recession. Savina Rizova, Global Head of Research at Dimensional Fund Advisors, joins to discuss her financial research, investing strategies, and outlook for a US recession. Robert Piconi, CEO and co-founder at Energy Vault, joins to discuss de-carbonization and sustainable energy. Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the recent eco inflation data we’ve seen the past week and outlook for rate hikes, the debt ceiling, and a hard landing. Anna Bryson, CFO at Doximity (NYSE: DOCS), joins the show to talk about her company’s performance this year and outlook. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.

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US Consumer Confidence Falls, Biden UN Speech

US Consumer Confidence Falls, Biden UN Speech

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasted live from the Earthshot Summit at the Plaza Hotel in NYC*Dana Peterson, Chief Economist at the Conference Board, discusses today’s consumer confidence data. Nick Wadhams, Bloomberg US National Security Team Leader, discusses President Biden’s UN speech. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, joins to discuss her outlook on the markets. Nadia Calvino, President of the European Investment Bank (EIB), discusses the EIB's role in the European Green Deal and how they're investing in digital infrastructure and sustainable projects. Ravi Menon, Singapore's Climate Action Ambassador and Former Monetary Authority of Singapore Chief, discusses sustainable financing in Southeast Asia, central bank policy's impacts on global business, and Singapore's climate action strategy. Scott Levine, Bloomberg Intelligence Senior Industry Analyst, joins to discuss how plastics are emerging as a new recycling frontier for waste companies.Hosts: Alix Steel and Damian SassowerSee omnystudio.com/listener for privacy information.

24 Sep 202439min

Intel's Offer from Apollo, Energy Demand on the Rise

Intel's Offer from Apollo, Energy Demand on the Rise

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Liana Baker, Bloomberg News Managing Editor of the Deal Team, on Apollo Is Said to Offer Multibillion-Dollar Intel Investment. Gina Drosos, CEO of Signet, joins to discuss company earnings and outlook for diamond jewelry market. Toby Rice, CEO of independent natural gas producer EQT, on the natural gas space and companies operations across the US. Andres Gluski, CEO of AES, on power demand for AI.  David Doherty, BNEF Head of Oil and Renewable Fuels Research, on EVs and their impact on Oil market.    Hosts: Alix Steel and Norah Mulinda.See omnystudio.com/listener for privacy information.

23 Sep 202441min

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Intel shares soared after the Wall Street Journal reported that Qualcomm approached the company about a takeover, a potential record-setting deal for the chip industry. For instant reaction and analysis, hosts Carol Massar and Matt Miller speak with Bloomberg Technology co-host Ed Ludlow.See omnystudio.com/listener for privacy information.

20 Sep 20249min

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast: Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson explains Alaska Airlines' acquisition of Hawaiian Airlines. Bloomberg Intelligence Global Director of Credit Research, Joel Levington, discusses the latest stress in the auto sector as auto-dealer sentiment begins to wane. Bloomberg Intelligence Senior Technology Analyst, Mandeep Singh, offers an update on Intel's foundry business and chip deal with Amazon Web Services. Bloomberg Intelligence Media Litigation Analyst, Matthew Schettenhelm, breaks down the latest in a long list of government scrutiny facing TikTok. We get an update on the commercial real estate sector with Jim Somoza, the Managing Director of Industry City in Brooklyn, New York. And Bloomberg Intelligence Senior Policy Analyst, Nathan Dean explains some policy changes from the FDIC that could affect future bank mergers. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

20 Sep 202437min

Nike's CEO Switch, Beverage M&A, and the Markets

Nike's CEO Switch, Beverage M&A, and the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Poonam Goyal, Bloomberg Intelligence Senior US E-Commerce and Retail Analyst, talks about Nike's CEO change and what it means for the company. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, gives her investment outlook. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, joins to discuss M&A in the beverage space. And we get a check on the markets with James Abate, Managing Director and CIO at Centre Asset Management. Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

20 Sep 202430min

Sustainability, Markets, and the Fed in Focus

Sustainability, Markets, and the Fed in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Tracey Campbell, Executive Vice President of Sustainability and Corporate Affairs at LyondellBasell, discusses the current market conditions in petrochemicals and the company's sustainability ambitions. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, gives her outlook on the markets. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, breaks down the latest on the Warner Bros. Discovery-Charter deal and the outlook for Comcast's Epic Universe. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins for a look at the markets. And we speak with Miki Naftali, CEO & Founder of Naftali Group, and Bloomberg's Abigail Doolittle about the state of luxury real estate. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

19 Sep 202443min

Instant Reaction: Powell Defends 50 Point Rate Cut

Instant Reaction: Powell Defends 50 Point Rate Cut

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

18 Sep 202426min

Instant Reaction: The Fed Cuts Rates 50-Basis-Points

Instant Reaction: The Fed Cuts Rates 50-Basis-Points

Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

18 Sep 202429min

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