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(3347)

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal wi...

20 Jan 21min

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

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, dis...

20 Jan 18min

BI Weekend:  Delta Earnings, Google-Apple Deal, Lululemon Outlook

BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon Outlook

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Alexandra SemenovaOn this podcast:- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Ana...

16 Jan 39min

Trump  Moves to Have Tech Giants Pay for Surging Power Costs

Trump Moves to Have Tech Giants Pay for Surging Power Costs

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker-Mandeep Singh, Global Tech Research Head at Bl...

16 Jan 22min

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova- Myles Miller, Bloomberg News Senior Reporter, discusses New ...

15 Jan 28min

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

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

14 Jan 20min

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Herman Chan, Senior Analyst, US Banks for Bloomberg Intellige...

13 Jan 24min

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker-Nathan Dean, Bloomberg Intelligence Senior Policy An...

12 Jan 24min

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