The Fed, Earnings, Sweetgreen, and Dexcom (Podcast)

The Fed, Earnings, Sweetgreen, and Dexcom (Podcast)

Danielle DiMartino Booth, Chief Strategist and CEO at QI Intelligence, joins to talk about the Fed’s latest interest rate hike and outlook for the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to tech and chip earnings and Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, and Off-Price Retail, joins to preview Amazon and discusses retail earnings. Jonathan Neman, CEO and co-founder at Sweetgreen (NYSE: SG), joins from the NYSE to discuss his company’s Q2 earnings miss and gives his outlook for his company and consumers. Duncan Fox, Research Analyst with Bloomberg Intelligence, joins to discuss Heineken earnings and what they portend for other beer makers who are dealing with high raw material costs. Kevin Sayer, CEO of Dexcom (NASDAQ: DXCM), joins us to break down the company’s recent earnings report and outlook for medical technology. Mark Barrocas, CEO of SharkNinja (NYSE: SN) joins us to discuss the company’s spinoff and ringing the NYSE bell this morning. Hosted by Paul Sweeney and Simone Foxman.

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Episoder(3312)

BI Weekend: Walmart Earnings, SailPoint IPO

BI Weekend: Walmart Earnings, SailPoint IPO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. Mark McClain, CEO of Sailpoint Technologies, talks about SailPoint’s IPO. Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses the Bloomberg Big Take story: “Temu's Rise Was Aided by Trump. Now He Poses a Threat.” Trina White, BNEF Sustainable Finance Analyst, discusses Energy Supply Banking Ratios. Emily Cohn, Bloomberg Consumer Team Leader, talks Walmart earnings. Ian Balina, Founder and CEO of Token Metrics, discusses the crypto space.Hosts: Paul SweeneyBloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

21 Feb 202539min

Consumer Sentiment Data, Trump Tariffs

Consumer Sentiment Data, Trump Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group’s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump’s growing focus on tariffs.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

21 Feb 202520min

Walmart Profit Forecast Falls Short  on Slowing Growth

Walmart Profit Forecast Falls Short on Slowing Growth

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

20 Feb 202527min

Musk’s X in Talks to Raise Money at a $44 Billion Valuation

Musk’s X in Talks to Raise Money at a $44 Billion Valuation

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product launch. Jessica Kriegel, Chief Strategy Officer at Culture Partners, talks about how the federal workforce is reacting to more mass layoffs. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook.Hosts: Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.

19 Feb 202526min

US, Russia Talks on Ukraine

US, Russia Talks on Ukraine

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks on Ukraine. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Ian Balina, Founder and CEO of Token Metrics, discusses how AI is transforming the retail investment landscape, and Trump crypto developments.Hosts: Paul SweeneySee omnystudio.com/listener for privacy information.

18 Feb 202520min

BI Weekend: Deere, McDonalds Earnings

BI Weekend: Deere, McDonalds Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Will Hares, Bloomberg Intelligence Global Energy Analyst, talks about Elliott Investment building a stake in BP. Jody Lurie, Bloomberg Intelligence Credit Analyst, gives her cruise and theme park outlook. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses TD Bank exiting its stake in Charles Schwab. Zack Wasserman, Chief Financial Officer at Huntington National Bank, discusses his firm’s outlook. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses where we stand in the energy transition evolution.Hosts: Alix Steel and Norah MulindaBloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

14 Feb 202536min

Trump Widens Trade Fight, Meta Robot Investment

Trump Widens Trade Fight, Meta Robot Investment

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Shawn Donnan, Bloomberg News Senior Economics Writer, discusses Donald Trump’s widening trade fight to include global taxes and regulation. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta planning to work on its own humanoid robot hardware. Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, discusses the state of commercial real estate. Rania Sedhom, Managing Partner at Sedom Law Group, discusses the impact of tariffs on the luxury sector. Hosts: Paul Sweeney, Isabelle Lee, and Matt MillerSee omnystudio.com/listener for privacy information.

14 Feb 202526min

SailPoint IPO, Deere Earnings

SailPoint IPO, Deere Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Dan Pickering, Chief Investment Officer at Pickering Energy Partners (PEP,) discusses the energy sector. Ellen Hazen, Chief Market Strategist & Portfolio Manager, at F.L.Putnam Investment Management, discusses her outlook on the markets.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

13 Feb 202525min

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