Disney, Tapestry, Monterey, and University Endowments (Podcast)

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Avsnitt(3321)

Queen Elizabeth, Bond Market, Compound King ETFs

Queen Elizabeth, Bond Market, Compound King ETFs

Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio mana...

9 Sep 202225min

The Fed, ECB, M&A, And Rising Prices

The Fed, ECB, M&A, And Rising Prices

Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the sho...

8 Sep 202232min

The Strong Dollar, Apple, And Oil (Podcast)

The Strong Dollar, Apple, And Oil (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo A...

7 Sep 202234min

Rates, ESG, Europe, And CVS (Podcast)

Rates, ESG, Europe, And CVS (Podcast)

Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-ch...

6 Sep 202233min

Jobs, Quantitative Tightening, And EVs (Podcast)

Jobs, Quantitative Tightening, And EVs (Podcast)

Tom Gimbel, CEO at LaSalle Network, joins the show to discuss labor and hiring on jobs day. John Gulnac, VP at Adecco, joins the show to forecast hiring and talk about recruitment for companies. Kate ...

2 Sep 202232min

Markets, Labor, And Bonds (Podcast)

Markets, Labor, And Bonds (Podcast)

Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callgh...

1 Sep 202229min

Lending, Markets, Metals, And A Growth Recession (Podcast)

Lending, Markets, Metals, And A Growth Recession (Podcast)

Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market S...

31 Aug 202234min

Twitter, Markets, Housing, And Jewelry (Podcast)

Twitter, Markets, Housing, And Jewelry (Podcast)

Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well ...

30 Aug 202234min

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