Bloomberg Intelligence

Alison Williams, Senior Analyst with Bloomberg Intelligence, and Sonali Basak, Global Corporate Finance reporter with Bloomberg News, discuss the Citi restructuring. Stephane Bancel, CEO of Moderna (NASDAQ: MRNA), joins us in studio to discusses Moderna’s R&D Day in NYC, a new flu shot from Moderna, and getting FDA approval for a new COVID jab amid an uptick in cases this summer. Ankur Crawford, Executive VP and Portfolio Manager at Alger, joins to talk markets and CPI. Bailey Lipschultz, reporter with Bloomberg News covering SPACs and IPOs, discusses Birkenstock IPO listing in the US. Kunjan Sobhani, Lead Semiconductor Analyst with Bloomberg Intelligence, talks about the Arm IPO. Brian King, CEO at LODAS Markets, joins to talk about investing, ETFs, and what LODAS markets does differently from other investment firms. Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s generative AI initiative, Firefly, and developments in the space amid the Senate’s AI Summit today. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

13 Sep 202351min

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on the UAW possible strike. Monica Defend, head of Amundi Institute, the largest asset manager in Europe, joins to discuss stagflation in Europe and outlook for Euro and global economies. Richard Bourke, with Bloomberg Intelligence, joins to discuss how a potential autoworker strike in Detroit can take its toll on the steel industry. Mike Parra, CEO of DHL Express Americas, joins to discuss his company, costs from inflation and Fed tightening, and supply chain concerns. Barry DiRaimondo, founder of commercial real estate developer Steelwave, joins to talk commercial real estate concerns and pressures on real estate across the US. Tor Hagen, Chairman at Viking, joins to talk about the cruise industry and outlook for his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

12 Sep 202353min

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the Instacart IPO. Rick Caruso, Chairman and founder at Caruso Affiliated Holdings, joins to talk about commercial real estate and outlook for the market and rates. Monica Raymunt, autos industry disruption reporter with Bloomberg News, joins to discuss today’s Big Take story, titled “Germany Frets Volkswagen is Heading Down the Road to Nowhere." Jessica Rabe, founder of DataTrek Research, joins to talk her comparison between skydiving and investing. Randall Atkins, CEO at Ramaco Resources (NASDAQ: METC), joins to talk about his company, energy, and commodities. Diana Rosero-Pena, Equity Research Analyst: Consumers with Bloomberg Intelligence, joins to talk about the J.M. Smucker-Hostess deal. Megan Clarken, CEO at Criteo (NASDAQ: CRTO), joins to discuss her company, ad tech, and outlook for the industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

11 Sep 20231h 1min

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple’s upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to talk about single stock ETFs and other investments. Bloomberg Intelligence Analysts Jennifer Rie and Jen Bartashus talk about Kroger and Albertsons. Callie Cox, US Investment Analyst for eToro, discusses markets, investing news, and outlook for the economy. Catherine Lim, Senior Analyst: Consumer & Technology with Bloomberg Intelligence, discusses Amer Sports, the maker of Wilson tennis rackets and Salomon ski boots, plans for filing a US IPO. Michael Dean, Senior Euro Autos Analyst with Bloomberg Intelligence, joins to discuss the Aston Martin DBX. JJ Kinahan, CEO at IG North America, joins to talk trading strategies, markets, retail and options trading, and crypto. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

8 Sep 202358min

THE TAPE is now LIVE on YouTube.  Watch Matt, Paul and the rest of the Bloomberg team LIVE every weekday from 10am-1pm ET.  STREAM US LIVE HERE: bit.ly/45d19JI.See omnystudio.com/listener for privacy information.

8 Sep 202357s

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss China seeking to extend its ban on Apple iPhones. Ava Benny-Morrison, legal reporter with Bloomberg News joins to discuss former FTX executive Ryan Salame planning to plead guilty to criminal charges. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his latest column on markets and investing. Michael Sego, Mach-E Rally Marketing Manager, joins to discuss Ford’s EV initiatives and new products. Alexandre Ricard, CEO of Pernod Ricard, joins to discuss the outlook for his company and industry. Jawad Mian, Stray Reflections founder, joins to talk about his unconventional views on trading and offers his market outlook. Hosted by Matt Miller, Simone Foxman and Bailey Lipschultz.See omnystudio.com/listener for privacy information.

7 Sep 202341min

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics at London Business School, joins to discuss the ECB, outlook for eurozone inflation, and Germany’s economic slump and the return of the “sick man of Europe.” Steve Brown, Senior VP and Senior Portfolio Manager, Global Real Estate at American Century Investments, joins to talk about REITs. Bloomberg Intelligence Senior REITs Analyst Jeff Langbaum talks about WeWork’s strategic outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst: Global Energy with Bloomberg Intelligence, join to talk about the impact of international oil supply cuts and outlook for global energy and refining capacity. Elisabeth Behrmann, Team leader for Euro Autos for Bloomberg News, joins to discuss the $3 billion US battery plant brought together by the pact between Daimler Truck, Cummins, and Paccar. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

6 Sep 202348min

Nathan Dean, Senior Analyst: US Government with Bloomberg Intelligence, joins to discuss hits notes on a potential government shutdown, marijuana legislation, and any updates on crypto legislation and the SALT tax. Eddie van der Walt, Markets Live Editor with Bloomberg News, joins to talk about the slowing services sector in China, Country Garden and property sector concerns, and inflation outlook in the euro zone and what it could mean for next week’s ECB decision. Bailey Lipschultz, markets reporter with Bloomberg News, joins us to break down the Arm IPO. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Russia and Saudi Arabia oil cuts, Brent Crude hitting $90 a barrel, a potential Chevron strike in Australia, and rising gas prices. Nakul Duggal, Qualcomm Senior VP and Automotive General Manager, joins us from the IAA Mobility Show Munich to talk about the conference, chip and car production post-pandemic and supply chain, and autonomous vehicles and AI. Katie Charleston, founder at Katie Charleston Law, joins to discuss legal concerns over AI as it relates to the Hollywood strike and other labor-related issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Sep 202353min