Powell Pivot, Inflation, and CRE
Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession outlook. Neil Grossman, former CIO at TKNG Capital, joins to break down the Powell pivot. Miki Naftali, Chairman and CEO at Naftali Group, joins to discuss the risks he sees in commercial real estate and outlook for a hard landing. Abigail Doolittle joins. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
14 Des 202340min
M&A, Weight Loss, and Tesla
Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss and weight loss drug developments, and outlooks for those drugs in 2024. Steve Man, Global Auto Market Research Leader at Bloomberg Intelligence, joins to break down Tesla’s recall and outlook for the company. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets and investing. Hosted by Paul Sweeney and Bailey Lipschultz.See omnystudio.com/listener for privacy information.
13 Des 202337min
Choice Hotels, Alphabet, and Housing
Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, shipping volume, and industry expectations for 2024. Kori Sassower, Principal Broker at Compass Real Estate, joins to discuss the greater NYC real estate market, the pent up demand in housing, and outlook for what could be another incoming real estate boom. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the FOMC meeting, CPI, the impact of the Fed’s rate hike cycle in real estate and other areas of the economy, and his recent piece on renting vs. buying. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
12 Des 202337min
Zelenskiy, Ohtani, and Hawaiian Airlines
Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown University, joins to discuss President Biden’s waning poll numbers amid support for Israel, Zelenskiy visiting Washington Tuesday, and the foreign aid stalemate on Capitol Hill. Scarlet Fu, Bloomberg News anchor and host of Bloomberg Radio’s “Business of Sports, joins to discuss the major sports headlines this weekend, including LIV Golf’s latest and Shohei Ohtani’s record contract. Peter Ingram, CEO of Hawaiian Airlines, joins to discuss their deal to merge with Alaska Airlines. Hosted by Paul Sweeney, John Tucker, and Jennifer Ryan.See omnystudio.com/listener for privacy information.
11 Des 202337min
Jobs, Markets, and Higher Ed
Tom Gimbel, CEO at the LaSalle Network, joins to discuss Friday’s jobs report. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss the market reaction to jobs numbers and outlook for the Fed next week. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to discuss the market reaction to the jobs report. Janet Lorin, Bloomberg News higher education report, joins to discuss the backlash from business and political leaders from this week’s Congressional testimony about antisemitism on campus. Hosted by Manus Cranny, Bailey Lipschultz, and Nathan Hager.See omnystudio.com/listener for privacy information.
8 Des 202339min
SpaceX, Private Credit, and COP28
Loren Grush, Space Reporter with Bloomberg News, joins to talk SpaceX’s tender offer and outlook for the company. Anjee Solanki, National US Director of Retail at Colliers, joins to discuss consumer health and the retail outlook in the thick of the holiday season. Mark Gurman, reporter with Bloomberg News, joins to discuss Tesla replacing its Dojo supercomputer head. Jonathan Maxwell, CEO at Sustainable Development Capital, discusses the outlook for global energy, global energy waste and use, and global goals on climate. Tim Lyne, CEO at Antares Capital, discusses the outlook for private credit heading into 2024. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
7 Des 202343min
Bank CEOs, Oil, and Rate Cuts
Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris Whalen, at Whalen Global Advisers, joins to discuss testimony from big bank CEOs on Capitol Hill today and capital requirements. Quincy Krosby, Chief Market Strategist with LPL Financial, joins to discuss the global economic impact and risks amid the war in Israel and other geopolitical factors. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.
6 Des 202331min
Soft Landing, EVs, and Private Credit
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, joins to discuss his view on private credit and potential risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, joins to talk about markets, sectors and stocks he likes, and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc. (NASDAQ: ECX), joins to discuss the EV industry, economic pressures, and outlook for his firm. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
5 Des 202335min
