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.

See omnystudio.com/listener for privacy information.

Episoder(3359)

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Instant Reaction: Tesla Earnings Miss Despite A Sales Surge

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Warner Bros. Weighs Sale Amid Interest From Several Parties

Warner Bros. Weighs Sale Amid Interest From Several Parties

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Co...

21 Okt 202521min

Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound

Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Co...

20 Okt 202516min

BI Weekend: US Banks, Domino’s, LVMH Earnings

BI Weekend: US Banks, Domino’s, LVMH Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI a...

17 Okt 202538min

Amex Earnings Top Estimates as Platinum Card Demand Surges

Amex Earnings Top Estimates as Platinum Card Demand Surges

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, disc...

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Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround

Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst,...

16 Okt 202523min

BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet

BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet

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 some of the top tech stor...

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