Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger’s extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.

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Episoder(3460)

Instant Reaction: Intel's Revenue Shatters Wall Street Estimates

Instant Reaction: Intel's Revenue Shatters Wall Street Estimates

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AT&T Reports Greater-than-Expected Mobile Subscriber Gains

AT&T Reports Greater-than-Expected Mobile Subscriber Gains

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&T earni...

22 Jul 0s

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earning...

21 Jul 0s

Moonshot Plans IPO in Six Months After China AI Breakthrough

Moonshot Plans IPO in Six Months After China AI Breakthrough

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discu...

20 Jul 0s

Bloomberg Money: The Opportunity Cost of Cautious Investing

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests are: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman S...

18 Jul 40min

Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles

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Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett-Mandeep Singh, Global Head of Tech Research for...

17 Jul 18min

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

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Watch Paul and Scarlet 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: Healthc...

16 Jul 16min

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