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(3345)

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Nvidia Invests $2 Billion More in CoreWeave, Offers New Chip

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses N...

26 Jan 15min

TikTok Seals Deal to Operate in the US After Years of Drama

TikTok Seals Deal to Operate in the US After Years of Drama

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analy...

23 Jan 23min

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

BI Weekend: US Antitrust, AI in Retail, Restaurant Sales

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S anti...

23 Jan 37min

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours

Intel gave a lackluster forecast for the current quarter after manufacturing problems hampered a comeback bid, a disappointment for investors who anticipated more of a boost from new products.First-qu...

22 Jan 10min

Paramount Extends Tender Offer for Warner Bros. Shares

Paramount Extends Tender Offer for Warner Bros. Shares

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Seema Shah, Vice President of Research and Insights at Sensor Towe...

22 Jan 19min

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Schwab’s Trading Volume Swells at End of Strong Year for Markets

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses ea...

21 Jan 16min

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Instant Reaction: Netflix Beats on Earnings, Disappoints on Cautious Forecast

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal wi...

20 Jan 21min

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Netflix Amends Warner Bros. Deal to All Cash in Bidding War

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, dis...

20 Jan 18min

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