Fed to Cut Biggest Banks' Capital Hike by Half in Overhaul

Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, Off-Price retail with Bloomberg Intelligence, joins the program to discuss Amazon layoffs and outlook for the company and the retail sector. John Edwards III, team leader, US Consumer/Retail/Luxury, joins to talk about Bed, Bath, and Beyond’s grim future. Martin Fischer, Board Member at ZF Group, and Bloomberg Technology host Ed Ludlow join to discuss ZF Group, auto tech updates, and what’s happening on the ground in Las Vegas. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” and Katie Greifeld, Bloomberg News cross asset reporter, join the program to talk SBF and crypto, meme stocks, Fed Minutes, and other market and econ topics. Bloomberg Business correspondent Lisa Mateo discusses investments in Latino businesses in America. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Jan 202346min

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Kevin Tynan, Bloomberg Intelligence Senior Auto Analyst, join the program to talk Tesla, Twitter, and Elon Musk. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg intelligence, joins to discuss the outlook for banks and asset managers in 2023 ahead of earnings next year and coming off some December reprieve. Tim Fiore, the Chairman of the Institute for Supply Management (ISM) Business Survey, talks about the latest ISM findings. Anurag Rana, Senior Technology Analyst with Bloomberg Intelligence, joins the show to discuss Apple losing its $2 trillion market valuation, the latest on Microsoft Office, and Salesforce staff cuts. Mark Neuman, CIO at Constrained Capital, joins the show to discuss investing strategies and considering stocks excluded from ESG investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

4 Jan 202342min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Book, discusses the latest data findings coming out of China and outlook for the country as 2023 kicks off. Per Norlen, CEO at Evaxion Biotech (NASDAQ: EVAX), discusses today’s stock surge (as high as 43%) after getting FDA approval on its mid-stage cancer drug trial. Nathan Dean, Senior US policy analyst with Bloomberg Intelligence, joins to talk about potential policy proposals on deck for a divided Congress that’s being welcome in today, including legislation related to crypto, marijuana, and other economic-related laws. Bob Minter, director of ETF investment strategy at abrdn, joins the program to discuss ETFs and outlook in 2023. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, discusses equities and sectors she expects to outperform in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Jan 202352min

Joe Gilbert, Portfolio Manager with Integrity Asset Management, joins to talk markets and outlook for 2023. Bloomberg reporter Laura Davison discusses what we’ve learned about Donald Trump’s taxes after they were released Friday. Joshua Young, Chief Investment Officer with Bison Interests, talks about the 2023 outlook for energy. Aoifinn Devitt, Chief Investment Officer at Moneta, gives her market outlook for 2023. Hosted by Paul Sweeney and Caroline Hyde.See omnystudio.com/listener for privacy information.

30 Des 202230min

Callie Cox, Investment Analyst at Etoro, discusses markets and investing. Ken Shea, Senior Analyst with Bloomberg Intelligence, joins to talk about the business of cannabis with the legalization of marijuana in New York. Whitney Beatty, Founder of Josephine & Billie's Cannabis Speakeasy, discusses the legalization of marijuana in New York. Larry Cuculic, President and CEO at Best Western, on upcoming travel. Dean Turner, UK Economist with UBS, talks about markets and the economy. Hosted by Paul Sweeney and Caroline Hyde.See omnystudio.com/listener for privacy information.

29 Des 202230min

Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder of Bokeh Capital Partners LLC, talks about markets and investing. Toby Rice, president and CEO of EQT Corp, discusses energy supply and gas prices. Jens Eisenschmidt, Chief European Economist and Managing Director at Morgan Stanley, discusses markets and outlook for Euro economies. Hosted by Paul Sweeney and Caroline Hyde. See omnystudio.com/listener for privacy information.

28 Des 202236min

Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert Falck, founder and CEO of Einride, a Swedish transport company, joins the show to talk about the state of supply chains and how Einride is innovating freight mobility using electric and self-driving vehicles. Carsten Brzeski, ING Chief Economist joins the program to discuss the impact of China's reopening and markets. Charles De Boissezon, Head Equity Strategist at Societe Generale joins the show to discuss his outlook for trading heading into 2023. Hosts are Paul Sweeney and Caroline Hyde.See omnystudio.com/listener for privacy information.

27 Des 202230min

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence joins the program to discuss the funding bill in Congress and crypto legislation. Joe Mathieu, host of Bloomberg's "Sound On", talks Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to discuss investing for the ultra-wealthy and gives his market and economic outlook. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management joins the show to discuss his sector and stock picks, and gives his outlook of the equity market. Rob Thummel, portfolio manager at Tortoise, joins the show to discuss the energy market, energy prices, and outlook for 2023. Zayn Kaylan, CEO and director at Infinity Stone Corp joins the program to discuss electric vehicle battery production, lithium development, and the lithium supply chain. Hosted by Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.

23 Des 202233min