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(3356)

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses w...

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Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, disc...

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xAI to Raise $20 Billion After Nvidia and Others Boost Round

xAI to Raise $20 Billion After Nvidia and Others Boost Round

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 news that Elon Musk’s artific...

8 Okt 202522min

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

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 Dell Technologies roughly do...

7 Okt 202521min

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

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 Advanced Micro Devices inki...

6 Okt 202523min

BI Weekend: Nike, Carnival Earnings, EA Sale

BI Weekend: Nike, Carnival Earnings, EA Sale

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, rec...

3 Okt 202537min

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

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 how BlackRock Inc.'s Global I...

3 Okt 202522min

OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

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 OpenAI completing a deal to ...

2 Okt 202521min

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