Bloomberg Intelligence

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Episoder(3302)

Credit Crunch, ETFs, Oil, and Apple

Credit Crunch, ETFs, Oil, and Apple

Lisa Knee, Managing Partner of Real Estate at EisnerAmper, joins to talk about mortgage interest rates, outlook for the real estate sector, and a potential real estate credit crunch. Cam Crise and Vince Cignarella, Macro Strategists with Bloomberg News, join to discuss markets and the Fed. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the OPEC+ cut and outlook for oil as well as his note on crypto and Nvidia. Steven Oh, Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Nancy Kimelman, professor at Northeastern University, joins to discuss the debt ceiling resolution, if it will lead to a liquidity crunch, and paints the overall economic picture factoring in geopolitical, Federal Reserve, and market risks. Mandeep Singh and Anurag Rana, Senior Tech Analysts for Bloomberg Intelligence, join to discuss the Apple headset release and Twittead revenue decline. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

5 Jun 20231h 1min

US Labor Market Sends Mixed Signals

US Labor Market Sends Mixed Signals

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market. Ben Emons, head of Fixed Income at NewEdge Wealth, discusses jobs day, markets, and the economy. Cara Brennan, Chief People Officer at Lattice, discusses hiring and how AI is beginning to play a role. Kristin Ceva, Managing Principal at Payden & Rygel, joins to discuss the latest on emerging markets.  Hosted by Kriti Gupta, Simone Foxman, and Madison Mills.See omnystudio.com/listener for privacy information.

2 Jun 202341min

Debt Limit Latest, Gen Z Financial Independence

Debt Limit Latest, Gen Z Financial Independence

Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June rate hike. Brendan Ahern, CIO at KraneShares, discusses the markets and gives his stock picks. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, joins the show to discuss the equity market. Christina Roman, Consumer Education and Advocacy Manager at Experian, joins to discuss their recent findings on the ability of Gen Z and Millennials to be financially independent.  Hosts: Paul Sweeney, Kriti Gupta, and Madison Mills. See omnystudio.com/listener for privacy information.

1 Jun 202335min

Debt-Ceiling Drama and Adobe's AI Push

Debt-Ceiling Drama and Adobe's AI Push

Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the program to talk about markets, outlook for the economy, and the upcoming June FOMC meeting. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy.  Hosts: Paul Sweeney and Madison MillsSee omnystudio.com/listener for privacy information.

31 Mai 202332min

BONUS EPISODE: Jamie Dimon Exclusive Interview

BONUS EPISODE: Jamie Dimon Exclusive Interview

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive interview with the JPMorgan CEO. Here is his interview with Bloomberg's Stephen Engle. See omnystudio.com/listener for privacy information.

31 Mai 202318min

The Month in Retail, China's Rare Earth Metal Export Ban

The Month in Retail, China's Rare Earth Metal Export Ban

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Advisors, talks investing strategies and gives his outlook on the markets. Luisa Moreno, President of Defense Metal Corp., discusses the significance of China banning rare earth exports and how it affects production around the globe. Randall Atkins, founder and CEO at Ramaco Resources (NASDAQ: METC), joins the show to talk about outlook for the coal industry. Dr. Maureen Dunne, President and CEO at Autism Community Ventures, discusses healthcare investments and market pressures.  Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

30 Mai 202342min

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joins the discussion. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her Big Take story and the debt ceiling. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to break down the week in retail, earnings and company picks, and outlook for consumers. Beth Gerstein, CEO at Brilliant Earth (NASDAQ: BRLT), joins to discuss the wedding industry, diamond prices, and outlook for engagement/wedding season and consumer strength. Hosted by Kriti Gupta and Madison Mills.See omnystudio.com/listener for privacy information.

26 Mai 202343min

Nvidia, Ukraine, Retail, and AI (Podcast)

Nvidia, Ukraine, Retail, and AI (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial intelligence and Microsoft’s initial A-I push. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins the show to break down Fed Minutes and the debt ceiling risks. Maria Tadeo, European correspondent for Bloomberg TV, discusses Germany entering a recession and her interview with a top Zelenskiy aid on the upcoming counteroffensive. BloTed Swimmer, Head of Capital Markets at Citizen Financial, joins to discuss markets and investing strategy. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down the big week in retail, luxury goods and earnings, and how it all serves for an economic bellwether. John Gittelsohn, Real Estate reporter with Bloomberg News, joins to discuss his piece on LA office building stress and the economic pain coming for real estate. Francis Oh, CEO of Qraft Technologies, discussing Qraft rang the opening bell this morning amid the launch of the Qraft AI-Pilot ETF, the industry’s first ever fully AI driven risk managed ETF. Hosted by Paul Sweeney, Kriti Gutpa, and Simone Foxman.See omnystudio.com/listener for privacy information.

25 Mai 20231h 7min

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