BI Weekend: Disney Earnings, EV Latest

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

10 Aug 20231h 4min

Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector is headed for a “double dip recession.” Phil Palumbo, CEO and Founder of Palumbo Wealth Management, joins the program to discuss outlook for the economy and gives his stock picks. General Motors President Mark Reuss joins our Matt Miller for a conversation on his company and the industry. Detroit Bureau Chief for Bloomberg News David Welch joins us to debrief our interview with Mark Reuss and discuss electric vehicles. Ann Hand, CEO at Super League Gaming (NASDAQ: SLGG), joins to break down Roblox earnings and discusses immersive gaming outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

9 Aug 202350min

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody’s credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and investing and the launch of her new ETF today. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss how the markets are pricing in the Fed’s possible last rate hike of its aggressive tightening campaign. Michael Shah, Senior Industry Analyst with Bloomberg Intelligence, discusses Danish company Novo Nordisk A/S after its obesity drug cut heart risks in a major trial, as well as other biotech news. Ryan Lockwood, CFO of CarParts.com (NASDAQ: PRTS), joins to discuss earnings and outlook for consumers and his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

8 Aug 202357min

Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sachs and other Wall Street stories. David Katz, President and CIO at Matrix Asset Advisors, joins the program to talk markets and give his stock picks for 2023. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss stocks he thinks will perform well in the second half of 2023. Natalie Wong, Real Estate Reporter with Bloomberg News, joins to discuss her story on property loans becoming so unappealing that banks want to dump them. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

7 Aug 202343min

Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senior tech analyst Anurag Rana joins to wrap up tech earnings season. Quincy Krosby, Chief Global Strategist at LPL Financial, joins to discuss the economy on jobs day. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins to discuss the economy and investing strategies on jobs day. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join in a roundtable to talk about gas prices, oil, refilling the SPR, and other energy-related headlines. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Sandra Quince, CEO at P4P (Paradigm for Parity), which helps tech and big Wall Street banks increase their diversity and equality ranks, particularly in leadership roles, joins the show to discuss DEI hiring efforts on jobs day and whether that’s continuing as the economy tightens. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

4 Aug 20231h 4min

David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Jennifer Rie, Senior Litigation Analyst of Antitrust with Bloomberg Intelligence, joins to discuss her note on Amazon’s legal risks and potential break up. Geetha Ranganthan, US Media Analyst with Bloomberg Intelligence, joins to discuss Lions Gate buying eOne and her note on Barbie. Will Lansing, CEO of FICO (NYSE: FICO), discusses his industry, consumer health, and earnings. Hosted by Paul Sweeney and Jess Menton. See omnystudio.com/listener for privacy information.

3 Aug 202353min

Nick Akerman, former assistant Special Watergate prosecutor, discusses the legal fallout from Trump indictment. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to discuss the Fitch US ratings downgrade. Selma Hepp, Chief Economist at CoreLogic, joins to discuss housing data and her recent note. Joe Mathieu, host of Bloomberg Radio’s “Sound On” and BTV’s “Balance of Power,” joins to discuss the political fallout from the Trump indictment. Tim Craighead, Senior European Strategist and director of research with Bloomberg Intelligence, joins to discuss his second half outlook for UK markets and how the Fitch ratings are affecting, or not affecting, overseas markets. Sonia Meskin, Investment Strategist and head of US Macroeconomic Analysis at BNY Mellon, joins to discuss a potential soft landing for the US economy, Fitch rating downgrade, and gives her market outlook. Brian Egger, Senior Industry Analyst of Gaming & Lodging with Bloomberg Intelligence, joins to talk about Norwegian cruise earnings, Carnival junk bonds, and previews MGM and Hyatt earnings. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

2 Aug 202352min

Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law host June Grasso and Political Contributor Jeanne Sheehan Zaino. See omnystudio.com/listener for privacy information.

1 Aug 202312min