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

Julie Norman, co-director of the UCL center on US politics at University of College London, joins us to talk about the geopolitical consequences of the 2022 midterms. Rob Barnett, Senior Analyst with Bloomberg Intelligence, joins the show to talk about his research on COP27 and what’s being discussed at the climate conference. MMandeep Singh, Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst with WedBush Securities, join us to talk about Uber and Lyft post-earnings and other tech stories. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss his recent Opinion column on President Joe Biden’s economic report card. Liam Denning, Opinion columnist with Bloomberg, joins the show to talk about his column on $5 gas affecting midterms. Columnist John Authers joins as well to discuss market reaction to the midterms Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

8 Nov 202241min

Cam Crise, macro strategist with Bloomberg News, joins the show to discuss equity outlook amid economic data coming out later this week as well as Midterms. Huw Roberts, Head of Analytics at Quant Insights, talks about quants and outlook for investing. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Sadek Wahba, member of the president’s national infrastructure advisory council and founder of I-Squared Capital, joins the show from COP27 to discusses what he’s seen so far at COP27, environmental initiatives taken, and the need to “greenify” infrastructure projects. Mandeep Singh and Anurag Rana, technology analysts with Bloomberg Intelligence, discuss tech turmoil with Meta, Twitter, and Apple. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s show and today’s Big Take piece on how seized Russian yachts are costing taxpayers millions of dollars. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

7 Nov 202240min

John Gulnac, VP at Adecco, joins the show to talk about the October Jobs report. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, joins the show to discuss his recent Opinion piece on the political landscape in Ohio. Democratic Connecticut governor Ned Lamont joins the show to talk about his campaign and the national landscape for Democrats ahead of the midterm elections. Ed Ludlow, Bloomberg News reporter, gives us the latest update on Twitter and the immediate changes Elon musk is looking to make. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins the show to talk October Jobs and the state of the labor market. Hosted by Kriti Gupta and Nathan Hager.See omnystudio.com/listener for privacy information.

4 Nov 202234min

Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the potential dangers rate hikes pose to the economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Ed Ludlow, reporter with Bloomberg News, discuss Twitter development and all things tech. Liz McCormick, Chief Global Macro Markets correspondent with Bloomberg News, joins the show to discuss her piece on bonds tumbling and the dollar surging. Damian Sassower, Chief Emerging Markets Strategist with Bloomberg Intelligence, joins the show to discuss the strong dollar and how the Fed’s moves are affecting emerging markets, as well as China’s lockdowns. Hosted by Paul Sweeney, Kriti Gupta, and Nathan Hager.See omnystudio.com/listener for privacy information.

3 Nov 202238min

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about stocks and sectors she likes amid economic uncertainty. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins us to discuss his latest tech research and Big Tech earnings. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss CVS earnings and outlook for the company as well as healthcare companies CVS, Walgreens, and WalMart agreeing to a $12 billion opioid pact. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

2 Nov 202234min

Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses Pfizer earnings, the pharma industry, and the latest on COVID. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the latest on Credit Suisse and outlook for the firm. Lindsey Piegza, Stifel Chief Economist, joins the program to talk about sectors she sees performing well the rest of 2022 and previews the upcoming FOMC meeting and jobs report. Kip Eideberg Senior VP of Government and Industry Relations for AEM (Association of Equipment Manufacturers), joins the show to discuss how manufacturing workers who he represents feel about the state of manufacturing in the US, globalization, and where their political leanings are with the midterms a week away. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

1 Nov 202232min

Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give him solid returns both in the short- and long-term. Gaurav Patankar, head of alternative investments and manager research at Bloomberg Intelligence, joins us to discuss outlook for university endowment returns. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to discuss oil demand after getting weak manufacturing data out of China and how the energy market is shifting amid a global slowdown. Drew Wilkerson, newly appointed CEO of RXO the truck brokerage spinoff of XPO Logistics, joins the show to discusses XPO’s earnings record, the RXO spinoff, supply chain, and shipping outlook. Leland Miller, CEO at China Beige Book, joins the show to talk about the latest eco data out of China and outlook for the country. Kelsey Butler, Equality Reporter with Bloomberg News, joins the show to talk about today’s Big Take story on and discusses the new Big Take podcast. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

31 Okt 202241min

Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break down Amazon stock and outlook after a disappointing Q3. Ted Oakley, founder and managing partner at Oxbow Advisors, joins the show to talk about sectors he thinks can outperform the market in 2022. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, consumer spending, and outlook for her company. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to talk about Exxon and Chevron earnings and the global energy market. Felix Gillette, editor with Bloomberg’s “Screentime” and writer with Bloomberg Businessweek, joins the show to discuss his Big Take story on the Netflix-HBO rivalry. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

28 Okt 202236min