Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company’s performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, chip curbs and outlook for Nvidia and others. Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and the Fed. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Selma Hepp, Chief Economist at CoreLogic, joins to discuss new US home sales and her note the Case-Schiller Index. Hosted by Paul Sweeney and Madison Mills.

See omnystudio.com/listener for privacy information.

Episoder(3359)

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

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Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

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BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

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, recaps Walt Disney ear...

14 Nov 202537min

Walmart CEO Retires, US Head to Lead Retailer Into AI Age

Walmart CEO Retires, US Head to Lead Retailer Into AI Age

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail ...

14 Nov 202516min

Disney Says Film Studio’s Expenses Weigh on Current Quarter

Disney Says Film Studio’s Expenses Weigh on Current Quarter

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, re...

13 Nov 202515min

Anthropic Commits $50 Billion to Build AI Data Centers in US

Anthropic Commits $50 Billion to Build AI Data Centers in US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Caroline Hyde, BTech Co-Anchor, discusses Anthropic planning to s...

12 Nov 202518min

Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets

Softbank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses SoftBank Group selling its ...

11 Nov 202524min

Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer

Metsera Tumbles After Novo Pulls Out of Bidding War With Pfizer

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Glob...

10 Nov 202519min

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