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(3305)

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on the statements in Valeant's annual report filed today.See omnystudio.com/listener for privacy information.

29 Apr 20164min

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Arthur Kroeber, Founding Partner of Gavekal Dragonomics, a China-focused economic research consultancy in Beijing, and a fellow of the Brookings-Tsinghua Center for Public Policy, on his new book, "China's Economy: What Everyone Needs To Know."See omnystudio.com/listener for privacy information.

29 Apr 201611min

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kit Juckes, Global Strategist at Societe Generale, for a look at currencies, and the dollar hitting lows.See omnystudio.com/listener for privacy information.

29 Apr 20168min

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

(Corrects ticker in headline) (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Steiner, CEO of Waste Management, on the company’s strong earnings, and focus to "have destiny in its own hands" by building water treatment plants to tackle leachate.See omnystudio.com/listener for privacy information.

28 Apr 201611min

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, and David Wilson, Bloomberg stocks editor, discuss Amazon's blowout earnings, aided by the growth of its profitable cloud business.See omnystudio.com/listener for privacy information.

28 Apr 201612min

Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)

Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Weatherley-White, Managing director of The Caprock Group and the architect of their Impact Platform, discusses the energy landscape and the emerging outline of a post-carbon era.See omnystudio.com/listener for privacy information.

28 Apr 20168min

Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)

Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jeff Morris, Head of US Equities at Standard Life Investments, on US Equities, focusing on banking, industrial, and aerospace/defense stocks.See omnystudio.com/listener for privacy information.

28 Apr 201611min

Bloomberg's Halperin on Trump's Appeal: People Like Fun (Audio)

Bloomberg's Halperin on Trump's Appeal: People Like Fun (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Boehner won't back "Lucifer" Cruz; the deal to stop Trump may be backfiring; Carly Fiorina joining Ted Cruz.See omnystudio.com/listener for privacy information.

28 Apr 20166min

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