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

Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace and Airlines, joins to discuss the latest on Boeing and previews airline earnings. Mark Douglas, CEO of MNTN, joins from CES to discuss the latest tech developments in the advertising space, outlook for ads, and what he’s seeing at CES. He is joined by Mark Penn of Stagwell to discuss the MNTN partnership with Stagwell. Greg Taylor, CIO at Purpose Investments, joins to discuss the SEC expected to clear the Bitcoin spot ETF, and managing the first Bitcoin ETF as part of Purpose Investments. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, joins us from CES to discuss the HPE-Juniper deal and other tech/hardware news out of Las Vegas. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.

10 Jan 202438min

Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024.  Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to discuss retail outlook and consumer health.  Tim Craighead, Senior European Strategist with Bloomberg Intelligence, joins to discuss the annual Bloomberg publication of 50 companies to watch.  Philip Colmar, managing partner and global strategist at MRB Partners, joins to talk markets and investing. Hosted by Paul Sweeney and Lisa MateoSee omnystudio.com/listener for privacy information.

9 Jan 202438min

George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark Newton, Managing Director and Global Head of Technical Strategy at Fundstrat Global Advisors, joins to discuss investing in 2024 and outlook for the markets. Roland Harings, CEO at Aurubis, joins to discuss new developments with his company, copper production, and outlook for commodities in 2024. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the Antideficiency Act as it relates to funding the government and legal liability for weight loss drug developing companies. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

8 Jan 202436min

Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to discuss the muni bond market. Simone Foxman, reporter with Bloomberg News, joins to discuss her story on the burden weight loss drugs are having on state budgets, US taxpayers, and the healthcare system. Kristin Pothier, US Healthcare Lead at KPMG, joins to discuss the outlook for M&A in the healthcare sector in 2024. Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs report and outlook for hiring in 2024. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.

5 Jan 202448min

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk about TikTok’s e-commerce ambitions and outlook for generative AI in 2024. Ed Harrison, Team Leader for Americas FX/Rates at Bloomberg News, joins to discuss his “Everything Risk” column on 2024’s risk being a hot US economy. Bloomberg International Economics and Policy correspondent Michael McKee joins to discuss the St. Louis Fed naming Alberto Musalem its new president. Herman Chan, Senior Analyst of Regional Banks for Bloomberg Intelligence, discusses the health of US regionals. Hosted by Paul Sweeney. See omnystudio.com/listener for privacy information.

4 Jan 202442min

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay stepping down, what’s next for other institutions, and Washington’s influence on higher education in America. Mark Aldoroty, Managing Director and Global Head of Prime Services at Jefferies, joins to give his market outlook. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss the outlook for media and the box office in the US, potential M&A in the media space, and ValueAct supporting’s Disney Board’s slate of director nominees. Hosted by Paul Sweeney.See omnystudio.com/listener for privacy information.

3 Jan 202444min

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with Bloomberg Intelligence, joins to discuss BYD potentially surpassing Tesla as the leading EV automaker in the world. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Mick Mulroy, co-founder of the Lobo Institute, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China. Hosted by Paul Sweeney and Mike Regan.See omnystudio.com/listener for privacy information.

2 Jan 202439min

Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump being banned from the 2024 ballot in Maine and other DC headlines. Selma Hepp, Chief Economist at CoreLogic, breaks down the real estate market as we head into 2024. Brian Kelley, CEO at TPG (The Points Guy), joins to give his outlook for travel. Hosted by Paul Sweeney, Caroline Hyde, and Kailey Leinz.See omnystudio.com/listener for privacy information.

29 Des 202334min