Instant Reaction: House Passes Funding Bill

Gina Martin Adams, Senior Equity Analyst with Bloomberg Intelligence, joins to discuss her grim preview of earnings season. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Grant Sporre, Metals and Mining Senior Analyst with Bloomberg Intelligence, joins to discuss gold and Newmont’s Newcrest bid. Neil Grossman, former CIO at TKNG Capital, joins in studio to break down the Fed’s rate hike path, John Williams’ recent comments on bank turmoil and rate hikes, and IMF meetings in DC. Geetha Ranganathan, US Media analyst with Bloomberg Intelligence, joins to discuss cord cutting and potentially rough road ahead for broadband earnings. Simone Foxman, reporter with Bloomberg News (who recently moved back to NYC), joins to discuss recent oil news. Kevin Tynan, Senior Auto Analyst with Bloomberg Intelligence, joins to talk Carmax earnings and other auto stories. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

12 Apr 202353min

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to discuss the deliveries miss for Apple on personal PCs. David O’Reilly, CEO of Howard Hughes (NYSE: HHC), joins to discuss economic challenges that commercial real estate faces, as well as office spaces and residents/home buyers. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. Alexander Isakov, Russia Economist with Bloomberg Economics, discusses his recent piece on Putin turning his attention to the 2024 election, and the resiliency of Russia’s economy in its invasion and the challenges it faces. Joel Levington, Director of Credit Research with Bloomberg Intelligence, discusses Carvana debt and the potential for filing for bankruptcy. Christine Mastandrea, COO at Whitestone REIT (NYSE: WSR), joins to discuss commercial real estate and property prices. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

10 Apr 202349min

Tom Keene interviews IMF Managing Director Kristilina Georgieva live in Washington DC. Selma Hepp, Chief Economist at CoreLogic, joins the program to discuss the housing market and breaks down the latest housing data. Pablo di Si, CEO of Volkswagen of America, joins Alix Steel and Matt Miller with BTV to discuss the latest auto trends and VW’s electric vehicle goals in the US. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the recent deposit news on Western Alliance and Blackrock selling failed-bank securities. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins to give her market analysis and discuss the launch of a new ETF. Bloomberg host Kathleen Hays joins the program to talk about the change in leadership at the Bank of Japan and the end of “Kurodanomics.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

6 Apr 202348min

Lisa Camooso Miller, former Republican National Committee Communications Director and partner with Reset Public Affairs, and Bloomberg Washington correspondent Emily Wilkins join to discuss the Trump indictment. Nissan Motor Senior VP Jeremie Papin joins BTV to speak with Guy Johnson and Matt Miller. Tomasz Noetzel, Senior Equity Analyst: European Banks with Bloomberg Intelligence, discusses his recent research on commercial real estate in Europe pinching banks in the wake of the regional bank turmoil in the US. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the recent deposit news on Western Alliance. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to give us the latest on Tesla and other tech news from this week. He can also discuss Bloomberg’s recent Apple story on how the company plans to diversify its supply chain. Bloomberg markets reporter Kriti Gupta joins to discuss FedEx’s consolidation to increase profit margins and reduce costs. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to talk lending and outlook for financing in the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Apr 202351min

Bloomberg’s Kriti Gupta joins us from downtown Manhattan for the very latest on the Trump arraignment. Bloomberg Washington correspondent Joe Mathieu joins us from DC to talk about the perspective on Capitol Hill. Alison Williams, Senior with Bloomberg Intelligence, joins to break down Jamie Dimon’s annual letter to shareholders and the last shareholder meeting for Credit Suisse. Jonathan Maxwell, CEO at Sustainable Development Capital, discusses the latest on oil prices and the OPEC+ production cut over the weekend. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about the mergers and acquisitions environment and outlook in the coming months. 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. Tim Craighead, Research Director and European Strategist with Bloomberg Intelligence, joins to discuss BI’s 10 companies to watch for 2Q. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

4 Apr 202352min

Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, join for an energy roundtable to discuss the surprise OPEC+ cuts and what it means for prices and domestic production going forward. Bloomberg’s Kriti Gupta joins us from downtown Manhattan to discuss the latest on the ground from the Trump indictment. Nick Akerman of the Law Office of Nick Akerman and former assistant special Watergate prosecutor, discusses the latest on the litigation angle of the Trump indictment. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the UBS jobs cuts and the Swiss investigation into UBS’ acquisition. 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. Gerry Smith, media reporter with Bloomberg News, joins the program to talk about Endeavor striking a deal to buy WWE. Jeff Langbaum, Senior REIT/CRE Equity Analyst, joins to discuss his note on the office sector and mortgage maturity issues that may be mounting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Apr 202352min

Tim O’Brien, Senior Executive Editor with Bloomberg Opinion, joins to break down the indictment of former President Donald Trump. Annmarie Hordern, Washington correspondent with Bloomberg TV, and Bloomberg Law host June Grasso join to discuss the political and legal implications of the Trump indictment. Michael Zeldin, Former Federal Prosecutor & Former Special Counsel to Robert Mueller when he worked at DOJ, joins to discuss the legal outlook for the Trump indictment. Director of the Center for American Politics and Policy for Brown University, Professor Wendy Schiller, also joins to discuss the outlook for Trump’s re-election and the political landscape now that a former US president has been indicted. John Authers, columnist with Bloomberg Opinion, discusses today’s PCE data, outlook for rates and inflation, and today’s column on “Moneyball Investing.” Anna Han, VP and Equity Strategist at Wells Fargo, discusses markets and investing strategies and how markets are reacting/not reacting to an historic day in America. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

31 Mar 202349min

Chris Campbell, Chief Strategist at Kroll, discusses GDP, the regional banking turmoil, his outlook for the US economy and potential for a recession in the near-term. David Stickler, former CEO of Big River Steel and current CEO of Highbar, LLC, joins to discuss green initiatives, his company’s outlook amid inflation, regulatory concerns, the impact of protectionism, and economic uncertainty. James Lanthier, CEO of Mindset Pharma (OTC: MSSTF), discusses drug treatment investments, the emergence of psychedelics, and the types of regulation e’re seeing from lawmakers to aid/inhibit these investments. Hannah Elliott, Staff Writer with Bloomberg Businessweek, joins to discuss her story on Lamborghini replacing the Aventador with a plug –in hybrid and other electric vehicle developments for luxury carmakers. Nathan Dean, Senior Policy Analyst, US and Latin America with Bloomberg Intelligence, joins to discuss joins to discuss his note on big bank capital requirements potentially rising, as well as FDIC leaning on big banks to cover regional bank failure costs. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses today’s geopolitical headlines, including China’s vice premier calling for peace, Russia detaining a US journalist, and tensions with Iran regarding recent events in Syria. Hosted by Matt Miller and John Tucker.See omnystudio.com/listener for privacy information.

30 Mar 202354min