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.

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Wall Street, Energy, And EVs (Podcast)

Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies...

29 Aug 202231min

Jay Powell, Munis, And ETFs (Podcast)

Jay Powell, Munis, And ETFs (Podcast)

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed Pr...

26 Aug 202231min

Markets, Private Equity, And Jackson Hole (Podcast)

Markets, Private Equity, And Jackson Hole (Podcast)

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk ...

25 Aug 202228min

Investing, Home Prices, And Fast-Food (Podcast)

Investing, Home Prices, And Fast-Food (Podcast)

Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Gra...

24 Aug 202231min

Lending, Jay Powell, Oil, And EVs (Podcast)

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Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape a...

23 Aug 202233min

Markets, Retail, And Washington (Podcast)

Markets, Retail, And Washington (Podcast)

Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the sho...

22 Aug 202232min

Inflation, Crypto, Commodities, And Credit (Podcast)

Inflation, Crypto, Commodities, And Credit (Podcast)

Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins...

19 Aug 202226min

Afghanistan, The Fed, VC, And Inflation (Podcast)

Afghanistan, The Fed, VC, And Inflation (Podcast)

Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chie...

18 Aug 202230min

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