Soft Landing, EVs, and Private Credit

Soft Landing, EVs, and Private Credit

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, joins to discuss his view on private credit and potential risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, joins to talk about markets, sectors and stocks he likes, and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc. (NASDAQ: ECX), joins to discuss the EV industry, economic pressures, and outlook for his firm. Hosted by Paul Sweeney and Jess Menton.

See omnystudio.com/listener for privacy information.

Episoder(3338)

BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings

BI Weekend: Deere, Walmart Earnings, Berkshire Hathaway 13F Filings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Dee...

20 Feb 38min

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs

Retail Stocks Jump After Supreme Court Strikes Down US Tariffs

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S....

20 Feb 27min

Walmart’s Cautious Outlook Reflects Uneven State of US Economy

Walmart’s Cautious Outlook Reflects Uneven State of US Economy

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Cohn, Bloomberg Con...

19 Feb 22min

Berkshire Hathaway Slashes Amazon Stake

Berkshire Hathaway Slashes Amazon Stake

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Matthew Palazola, Bloomb...

18 Feb 21min

Warner Bros Reopens Talks as Paramount Signals Higher Bid

Warner Bros Reopens Talks as Paramount Signals Higher Bid

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Stephen Flynn, Bloomberg...

17 Feb 19min

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings b...

15 Feb 16min

BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings

BI Weekend: Coca Cola, Hasbro, T-Mobile Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses Transoc...

13 Feb 37min

Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026

Airbnb Gains as ‘Healthy’ Demand Fuels Faster Growth in 2026

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tec...

13 Feb 23min

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