Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp

Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO and founder of real estate firm CARROLL, joins the show to discuss outlook for the housing market and current state of real estate. Sonali Basak, Bloomberg Wall Street reporter, discusses the latest news on banks and Davos. Geetha Ranganathan, US Media analyst with Bloomberg Intelligence, joins to preview Netflix earnings. Matt Winkler, Bloomberg News editor-in-chief emeritus, joins the program to discuss the outlook for India. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

19 Jan 202337min

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and Managing Director for NewEdge Wealth, joins the program to discuss the outlook for Japan and global economies following the BOJ decision. Monica Defend, Chief Strategist and Head of Amundi Institute, discusses the struggles various European economies could endure in 2023 and outlook for a recession overseas. Shaheen Contractor, Senior ESG Analyst with Bloomberg Intelligence, joins the program to discuss her research on gender diversity on corporate boards and how it affects returns for US and European investors. She also discusses ESG ETF asset growth and its risks. Dana Telsey, CEO and Chief Research Officer with Telsey Advisory Group, joins the show to talk about the latest retail sales and outlook for consumers in 2023. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

18 Jan 202336min

Bloomberg Technology Senior Analysts Anurag Rana and Mandeep Singh preview tech earnings and discuss other tech headlines. Chris Violas, CEO at BLAZE, joins the show to talk about the cannabis industry and the cannabis tech his company develops and works on. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rates, the economy, and the Bank of Japan. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

17 Jan 202334min

Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal. T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana’s stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Francis Oh, APAC CEO of Qraft Technologies, and Sean O’Hara, president of Pacer ETFs, join for an in-studio roundtable to discuss value investing and why it could succeed in a potential down market in 2023. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

13 Jan 202346min

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. 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. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin, managing director and senior entertainment analyst at Needham & Co. LLC, joins the show to discuss her picks for media and telecom companies that she sees performing well in 2023 after a down 2022 year. Sam Burns, founder and chief strategist at Mill Street Research, joins the program to discuss the stock market, inflation, and gives his outlook for a recession in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

12 Jan 202349min

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the program to discuss sectors she likes as 2023 kicks off and concerns she has for a recession and inflation. Maria Tadeo, European correspondent for Bloomberg Television, joins the program to discuss her conversation with Belgium’s Prime Minister Alexander De Croo and the overall outlook for inflation and recession across European economies. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, joins the show to discuss the FAA system outage and how it’s affecting airline stocks and the industry. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023. Michael Dean, Senior Analyst of European Autos with Bloomberg Intelligence, joins the show to discuss the latest on the Euro car space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

11 Jan 202343min

Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

10 Jan 202344min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg News Wall Street reporter Sonali Basak join to discuss Goldman Sachs’ job cuts and preview big bank earnings. Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss the companies they selected in Bloomberg Businessweek’s “50 Companies to Watch” piece. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Peter Bethlenfalvy, the Minister of Finance from Ontario, joins the show in studio for a discussion on public financing in Canada, trade with America and other countries, and gives his economic outlook for Canada, the US, and the globe in 2023. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, joins the program in studio to discuss the Fed’s rate hike path and other Fed notes. Priya Misra, Managing Director and Head of Global Rates Strategy at TD Securities, also joins to talk about the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

9 Jan 202346min