BI Weekend: Disney Earnings, EV Latest

Kriti Gupta, markets reporter and host of Bloomberg Surveillance: Early Edition, joins the program to discuss her research on the Amazon-FTC case. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and sectors he likes right now. Bloomberg legal analyst June Grasso, political reporter Ryan Teague Beckwith, and higher education finance reporter Janet Lorin join for a roundtable to discuss the SCOTUS decisions on President Biden’s student loans plan and affirmative action. Retired four-star admiral of the US Navy Mike Rogers joins us to discuss the war in Ukraine and the latest on the attempted mutiny in Russia and what it means for Vladimir Putin's standing and leadership. Anna Wong, Chief US Economist with Bloomberg Economics, joins us to discuss her analysis of "Bidenomics," Fed speak from this week, and the last day of 2Q. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, and Mark Gurman, Chief Correspondent on Apple and Tech with Bloomberg News, join the program to talk about Apple’s historic $3 trillion valuation. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

30 Jun 202352min

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell’s comments from this week and the Banks’ Fed Stress Test and outlook for the big banks and regionals. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jonathan Levin, Opinion Columnist with Bloomberg News, discusses his article on Carnival cruises and what he thinks it portends about 2Q earnings. Bloomberg Intelligence Senior Gaming and Lodging Analyst Brian Egger also joins, discussing Carnival and outlook for the industry. 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. Stacey Stevenson, CEO at Family Equality, discusses diversity hiring efforts and how they’ve been prioritized as businesses tighten spending and face challenging legislation from lawmakers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

29 Jun 20231h

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company’s performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, chip curbs and outlook for Nvidia and others. Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and the Fed. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Selma Hepp, Chief Economist at CoreLogic, joins to discuss new US home sales and her note the Case-Schiller Index. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

28 Jun 202353min

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to talk about the outlook for AI and tech as well as his recent note. Michaela Grimm, Senior Economist with Allianz, joins the program to talk about recent research on ageism in the workforce, the state of labor in Europe amid inflation, and the challenges facing pension reforms and labor market policy. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to discuss his note on the Amazon-FTC lawsuit and why he’s giving Amazon the early edge. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins us in studio to discuss Ford layoffs, Tesla and Rivian risks. Ankur Daga, CEO at Angara, discusses his company’s growth in the US, the jewelry industry in India and commodity pricing, particularly as it relates to diamond v. precious colored gemstones. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

27 Jun 202353min

Leonid Bershidsky, columnist with Bloomberg Opinion, discusses the latest on Russia and what this weekend’s events mean for Vladimir Putin’s grip on power and the direction of the war. Maria Tadeo, European correspondent for Bloomberg News, also joins to discuss the reaction from European leaders. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he thinks will perform well in the second half of 2023. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss IBM acquiring Apptio as well as other tech notes he’s covering. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss PacWest and the state of regional banks after Ares Management bought PacWest’s $3.5 billion asset-backed loan portfolio. Jack Devine, CIA veteran and president/founding partner at The Arkin Group, joins to discuss the rebellion in Russia and outlook for Vladimir Putin, American intelligence, and the war in Ukraine. Zoe Peden, VC Partner at Ananda Impact Ventures, discusses trends in VC and outlook for venture capital in 2023. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

26 Jun 202343min

Marcus Ashworth, columnist with Bloomberg Opinion, joins the program to discuss the Bank of England and outlook for the UK economy. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show in studio to discuss today’s Bit Take story on empty office buildings becoming a “debt time bomb." Matt Calkins, CEO at Appian (NASDAQ: APPN), joins to discuss his company’s performance, new A-I products and the impact of AI on tech, and outlook for the industry and artificial intelligence. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to discuss her notes on mortgage pressures from the Fed and breaks down this week’s housing data. Alfonso Peccatiello, author and founder of the Macro Compass, joins to discuss global economies and outlook for inflation after the latest Bank of England meeting. Rania Sedhom, Managing Partner at Sedhom Law Group, joins us in studio to discuss legal issues as it relates to work-from-home as well as non-competes and the role they play in media and the Tucker Carlson saga. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

23 Jun 202351min

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to discuss Ford getting $9.2 billion to catch up with China’s EV tech. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s rise, commodity outlook, the NASDAQ overbought condition, and his aluminum note. Keith Taylor, CFO at Equinix (NASDAQ: EQIX), joins the show to discuss digital infrastructure and how it’s operating amid varying economic headwinds in tech. Jeff Langbaum with Bloomberg Intelligence joins. Sevin Yeltekin, Dean of Simon Business School at the University of Rochester, joins the program to discuss monetary policy in the US, the regional banking crisis, and recent Fed moves and rhetoric. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

22 Jun 202352min

Nick Akerman, former assistant Special Watergate prosecutor, discusses Hunter Biden and Donald Trump. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins the program to discuss Eli Lilly acquiring immune drug developer Dice. Matt Roe, Chief Revenue Officer at the auto lending enablement firm Open Lending, joins to discuss the auto market, car loans, and the credit crunch. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the Fed and its rate hike path. George Ferguson, Senior Aerospace and Defense Analyst from Bloomberg Intelligence, joins us to discuss the latest from the Paris Air Show. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Cava IPO and IPO market in 2023. Mick Mulroy, co-founder of the Lobo Institute and former deputy assistant Secretary of Defense for the Middle East at the Department of Defense, joins to discuss the meeting between Xi Jinping and US Secretary of State Antony Blinken and what it means for national security. He also discusses the war in Ukraine and the Titanic tour search. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

20 Jun 202355min