Bloomberg Intelligence

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and outlook for auto makers. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to discuss the latest tech earnings and his recommendations for stocks. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss regional bank stocks recent negativity and weariness in the months ahead as the Fed signals higher for longer. Bryan Whalen, co-CIO and Generalist Portfolio Manager from TCW, joins to discuss the latest bond market turmoil and what it means for a recession outlook. Mike Sievert, T-Mobile CEO, joins to discuss company earnings. Jack Devine, founding partner at the Arkin Group, joins to discuss the latest on the Israel-Hamas war. Kate Kaminski, COO of Walton Global, joins the latest to discuss housing, mortgage rates, and commercial real estate. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

25 Okt 202346min

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to talk General Motors earnings and the latest developments in the UAW strike. Liz Young, Head of Investment Strategy at SoFi, joins to discuss the bond market and outlook for rates and the Fed. Sonu Chawla, partner and portfolio manager at TimesSquare Capital Management, joins to talk tech trends ahead of today’s Microsoft and Alphabet earnings. Brad Dillman, Chief Economist at RPM Living, joins to discuss the latest housing figures and outlook for mortgage rates and the housing space. Brooke Sutherland, columnist for Bloomberg Opinion covering industrials, joins to discuss General Electric and 3M earnings. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to break down Spotify earnings, the Hollywood strike, and Disney’s near-deal with Reliance. Hosted by Paul Sweeney, Jess Menton, and Molly Smith.See omnystudio.com/listener for privacy information.

24 Okt 202351min

Ambassador Alon Pinkas, former Israel General Consel in New York, former Chief of Staff to two foreign minister, and former advisor on US affairs to former Israeli Prime Minister Ehud Barak, joins to discuss the latest on the Israel-Hamas war. Bloomberg’s Alix Steel and Guy Johnson interview Chevron CEO Mike Wirth and Hess CEO John Hess on their merger. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, joins to discuss the bond rout and outlook for the bond market. Elizabeth Hurd, Chair of Religious Studies and Professor of Political Science at Northwestern, joins to contextualize the history and geopolitics of the Israel-Hamas war. Fraser Atkinson, CEO of Greenpower Motor Company (NASDAQ: GP), joins to discuss his company’s aim to make battery-electric buses and trucks affordable and other green power initiatives. Joel Lewis, CEO at Galectin Therapeutics (NASDAQ: GALT), joins to discuss his firm, medical trials, and the market potential for their current drug development. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

23 Okt 202354min

Micheline Ishay, professor at Josef Korbel School of International Studies at University of Denver, joins to discuss the war in Israel, American diplomacy, and regional political discourse and pressure points. Steven Wieting, Chief Investment Strategist at Citi Global Wealth, joins to discuss the market reaction to Jay Powell yesterday and outlook for the economy. Ben Elliott, Equity Research Analyst: Consumer Financials with Bloomberg Intelligence, joins to discuss American Express earnings. Fernando Valle, Senior Analyst at Bloomberg Intelligence, joins to discuss pressures on energy markets amid geopolitical conflict. Phil Mottram, Executive VP and General Manager of Aruba, a Hewlett Packard Enterprise company, joins to discuss the company’s investor day and initiatives. Mike Dougherty, President, Motorcycles and International at Polaris, joins to discuss the Indian Motorcycle Brand, acquired by Polaris in 2011, and the new bike Matt drove, the Chief Bobber, and the line of bikes/general business of Indian right now. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

20 Okt 202348min

Hilary Kalisman, professor at University of Colorado-Boulder, joins to offer her perspective and studies on the Israel-Hamas war, its geopolitical implications, and global diplomatic efforts. Gregory Korte, White House and Political Correspondent with Bloomberg News, discusses the Bloomberg News-Morning Consult poll showing President Biden trailing President Trump in key battleground states. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets and investing. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss Tesla earnings and other tech news. We’re also joined by Bloomberg Intelligence media analyst Geetha Ranganathan to discuss Netflix earnings, ESPN reporting financial figures for the first time, and streaming wars. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses markets and cars. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

19 Okt 202345min

Galit Altstein, Israel economy and government reporter for Bloomberg News, joins to discuss President Biden’s speech in Israel. Chris Whalen, Chairman at Whalen Global Advisors, joins to wrap bank earnings and Fed speak and offers his outlook for the banks, US consumers, and US economy. Pat Pacious, CEO at Choice Hotels (NYSE: CHH), joins to discuss growth for his company a day after their bid for Wyndham was rejected. Amit Kumar, CIO at Param Hansa Values, joins to offer single stock analysis and discusses market risks. Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the broader impact of the tragic hospital explosion in Gaza and how it impacts President Biden’s visit. Mick Mulroy, co-founder of the Lobo Institute and former CIA paramilitary officer, joins to provide his analysis of the explosion at the hospital in Gaza. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

18 Okt 202353min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise Financial, joins to discuss markets and outlook for the economy amid geopolitical uncertainty. Henry Meyer, reporter for Bloomberg News based in Tel Aviv, joins to discuss President Biden’s trip to Israel, US Secretary of State Antony Blinken’s diplomatic efforts, and a potential for a broader conflict. Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss consumer health and retail purchases. Donna Blair, COO for national mall owner Pacific Retail Capital Partners, joins to discuss retail, outlook for malls, and consumer health. Jody Lurie, credit analyst with Bloomberg Intelligence, joins to discuss Choice Hotels and Wyndham. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

17 Okt 202354min

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discusses American diplomacy. Ed Ludlow, host of Bloomberg Technology, joins to talk about slowing Apple iPhone sales in China. Michael Weisz, CEO and president at Yieldstreet, discusses market response to geopolitical uncertainty and his outlook for the year. Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the war between Israel and Hamas, options for the people of Gaza, and Egypt’s potential role. Kati Penney, Head of Corporate Transactions Practice at Cross Country Consulting, joins to discuss public offerings this year amid increased cost of capital, the latest Birkenstock IPO and its broader impact, and how it could all be affected by a government shutdown. Brian Hyndman, CEO at Blue Ocean Technologies, discusses his company, overnight trading, and his outlook for electronic trading platforms. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

16 Okt 202350min