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)

Oil Pushes Higher With Ukraine Talks and China’s Pledge in Focus

Oil Pushes Higher With Ukraine Talks and China’s Pledge in Focus

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde. -Oil reversed Friday’...

29 Des 202523min

BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie Chung

BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie Chung

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North Amer...

26 Des 202538min

Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk Progress

Oil Dips in Thin Post-Christmas Trade Amid Ukraine Talk Progress

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde. Oil slumped in muted ...

26 Des 202521min

Intel Shares Fall on Report Nvidia Halts Production Test

Intel Shares Fall on Report Nvidia Halts Production Test

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu) Kim Forrest, Founder and CIO of Bokeh Cap...

24 Des 202529min

Novo Nordisk Gets US Approval for Wegovy Obesity Pill 

Novo Nordisk Gets US Approval for Wegovy Obesity Pill 

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordis...

23 Des 202528min

Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level

Larry Ellison’s Guarantee Ups Warner Bros. Stakes to a New Level

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discu...

22 Des 202525min

BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts

BI Weekend: 50 Companies to Watch, Ford Charges, McKinsey Cuts

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 compa...

19 Des 202537min

Nike Sinks After China Sales Plunge, Delaying Turnaround

Nike Sinks After China Sales Plunge, Delaying Turnaround

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloombe...

19 Des 202524min

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