Disney, Tapestry, Monterey, and University Endowments (Podcast)

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.

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Episoder(3312)

SPECIAL COVERAGE: Super Tuesday Reaction

SPECIAL COVERAGE: Super Tuesday Reaction

Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction.See omnystudio.com/listener for privacy information.

6 Mar 202417min

Target Profit Rises

Target Profit Rises

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, talks about the impact of global shipping on the economy. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple’s iPhone sales in China dropping 24%.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

5 Mar 202440min

Apple Hit with EU Fine

Apple Hit with EU Fine

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple being hit with an EU fine over abusive App store rules.Live from NJIT: Michael Johnson, President of New Jersey Innovation Institute, discusses the role of AI. Beth Simone Noveck, Chief A.I. Strategist, State of New Jersey, talks about implementing NJ Governor Phil Murphy’s vision of having NJ lead the nation in the advancement of AI. Ivana Seric, Senior Product Scientist, at Zelus Analytics, discusses the role of AI in sports. Anita Jivani, Global Head of Innovation, at Avanade, Inc, discusses the future of work and training people for AI.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

4 Mar 202443min

U.S Earnings, State of EVs and Hotels

U.S Earnings, State of EVs and Hotels

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Senior Equity Analyst, who covers Retail for Bloomberg Intelligence, discusses Macy’s earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the state of the electric vehicle industry. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about why it’s likely Capital One’s bid for Discover will face a rigorous antitrust review by the DOJ. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Amazon is still working on ongoing initiatives to boost market share and profits. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, talks about the state of the hotel industry. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount earnings. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg 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.

1 Mar 202439min

Boeing in Talks To Buy Spirit Aero

Boeing in Talks To Buy Spirit Aero

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks to buy the supplier, Spirit AeroSystems. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to breakdown why New York Community Bancorp shares are sinking. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data from the University of Michigan.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

1 Mar 202437min

Bloomberg Intelligence: Hyatt CEO Sees Positive Trends

Bloomberg Intelligence: Hyatt CEO Sees Positive Trends

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, joins the program to discuss his outlook for the hotel industry. Ted Smith, Co-Founder and President of Union Square Advisors, discusses M&A activity. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss today's economic data in the U.S. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount earnings. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down HP's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

29 Feb 202447min

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest on Bitcoin. Ann Berry, Founder & Managing Partner at Threadneedle, discusses her outlook for the markets. David Welch, Bloomberg Detroit Bureau Chief, discusses how the sudden demise of Apple’s car program impacts EVs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss U.S GDP data and politics. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at TCW, discusses the latest on the fixed income space.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

28 Feb 202444min

Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures

Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data from the Conference Board. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s earnings. Fernando Valle, Bloomberg Intelligence Senior Oil and Gas Analyst, discusses Exxon and Cnooc exploring a bid to snatch Guyana stake from Chevron. Haag Sherman, Chief Executive Officer and Chief Investment Officer of Tectonic Holdings, joins to discuss the energy sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss his latest Fed commentary. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

27 Feb 202441min

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