
Santos, Powell, and Obesity Drugs
Nicole Mallikotakis, Republican Congresswoman from New York, joins to discuss the expulsion of George Santos from Congress. Joe Mathieu, host of Bloomberg’s “Sound On” and “Balance of Power,” joins to wrap George Santos’ expulsion from Congress, and Bloombeg Markets reporter Bailey Lipschultz discusses Fed Chair Jay Powell’s comments at Spelman College. George Hampton, President and CEO at Currax Pharmaceuticals, discusses the pharma industry, his company, biotech, and obesity development. Charlie Hernandez, CEO of MyPocketLawyer, joins to discuss how AI can be used a for profit tool to expand access to legal services and while serving as a benefit to the legal industry. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
1 Des 202333min

Kissinger, Musk, CRE, and AI
David Westin, host of Bloomberg TV and Radio’s “Wall Street Week,” joins to reflect on the life of Henry Kissinger. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss this afternoon’s unveiling of the Tesla cybertruck, as well as Elon Musk’s expletive to advertisers. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to follow up his discussion with us from earlier this year on opportunities he sees in real estate, huge investment he has in China, and then outlook for a hard landing. Abigail sticks around as a host for this block. Subha Tatavarti, Chief Technology Officer at Wipro, discusses AI development and outlook for the space amid recent chaos at OpenAI. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
30 Nov 202341min

BONUS SPECIAL: The Legacy of Henry Kissinger
Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shaped his worldview, and his thoughts on the current state of global affairs. Listen here for that special conversation, in its entirety. See omnystudio.com/listener for privacy information.
30 Nov 20231h 26min

Munis, Infrastructure, and Baby Bonds
Seán McCarthy, CEO at Build America Mutual, joins to discuss his business and opportunities in the muni bond market. Priya Misra, Portfolio Manager at JP Morgan Asset Management, returns to the show to talk about the outlook for interest rates and why she’s in the hard landing camp. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds and fixed income investing. Erick Russell, Treasurer of the state of Connecticut, joins to discuss taking office this year, pension funds, managing state finances, and the state’s baby bonds program. Hosted by Paul Sweeney and Jennifer Ryan.See omnystudio.com/listener for privacy information.
29 Nov 202339min

Special Report: Berkshire Hathaway's Charles Munger Dies at 99
Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.
28 Nov 202315min

Private Credit, IPOs, and Washington
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to discuss potential 2024 IPOs, including Reddit, Shein, and SKIMS. Neil Hennessy, Hennessy Advisors Chief Strategist, joins to discuss markets, mid-caps, and gives his stock picks and eco outlook. Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss Washington’s response to Israel, foreign aid, and another shutdown showdown, as well as other DC issues. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
28 Nov 202338min

Israel, Markets, and a Possible Recession
Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of a critical presidential election year. Katy Kaminski, Chief Research Strategist at AlphaSimplex, and whose fund returned nearly 36% to investors last year, joins to discuss markets and investing strategies. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to discuss the outlook for equities and a US recession, after Deutsche Bank called for the S&P to finish at 5,100 in December 2024. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
27 Nov 202334min

Retailers, Vendors, and Gambling
Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIVE!, joins to discuss jobs in the hospitality industry and outlook for the company and the hospitality space. Charles Gillespie, CEO at Gambling.com (NASDAQ: GAMB), joins to discuss his company’s earnings and outlook for sports gambling as we head into peak NFL and college football season, and the NFL’s first Black Friday game ever. Tom McGee, CEO of ICSC, discusses Black Friday and holiday spending retail projections. Hosted by Paul Sweeney and Carol Massar.See omnystudio.com/listener for privacy information.
24 Nov 202334min