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(3359)

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova- Myles Miller, Bloomberg News Senior Reporter, discusses New ...

15 Jan 28min

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

Netflix Weighs Amending Warner Bros. Bid to Make It All Cash

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

14 Jan 20min

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

JPMorgan Investment-Banking Fees Drop on Underwriting Miss

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Herman Chan, Senior Analyst, US Banks for Bloomberg Intellige...

13 Jan 24min

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat

Capital One, Amex Shares Sink on Trump’s Credit-Card Threat

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker-Nathan Dean, Bloomberg Intelligence Senior Policy An...

12 Jan 24min

BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth

BI Weekend: Nike Turnaround, Airlines Outlook, AWS Growth

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO sh...

9 Jan 37min

Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers

Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence,...

9 Jan 14min

Trump Demands More Defense Spending But Threatens Biggest Firms

Trump Demands More Defense Spending But Threatens Biggest Firms

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense,...

8 Jan 23min

Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix

Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix

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, di...

7 Jan 23min

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