BI Weekend: Disney Earnings, EV Latest

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

Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outlook for the economy and equities. David Katz, with Matrix Asset Advisors, also joins to discuss equities and gives his market outlook. Bloomberg host Tom Keene discusses the passing of Scott Minerd. Reade Pickert, US economy reporter and editor with Bloomberg News, joins the show to discuss the trading surge that preceded the latest CPI and how it’s kept secret before being put out. Danny Rice, CEO of Rice Acquisition Corp. II (NYSE: RONI), joins the show to discuss SPACs, investing in energy companies, and supply-side decarbonization solutions. Admiral James Stavridis, Bloomberg Opinion columnist, joins us to discuss the war in Ukraine, Zelenskiy’s DC visit, and the geopolitical landscape heading into 2023. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

22 Des 202247min

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tamila Tasheva, permanent representative of the President of Ukraine in the Autonomous Republic of Crimea, joins us from Kyiv and gives us an update on the war in Ukraine on the ground and talks about President Zelenskiy visiting Washington DC. Lee Klaskow, Senior analyst of freight transport and logistics with Bloomberg Intelligence, joins to talk about FedEx. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to talk about outlook for the equity and bond markets. Zeno Mercer, research analyst with ROBO Global, discusses outlook for the tech sector and artificial intelligence and its intersections with the auto industry. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

21 Des 202239min