Soft Landing, EVs, and Private Credit

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.

Avsnitt(3345)

Trump Demands More Defense Spending But Threatens Biggest Firms

Trump Demands More Defense Spending But Threatens Biggest Firms

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense,...

8 Jan 23min

Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix

Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, di...

7 Jan 23min

Venezuela Regime Change Sets Stage for OFS Return

Venezuela Regime Change Sets Stage for OFS Return

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Scott Levine, Bloomberg Intelligence Senior Energy Services Analys...

6 Jan 19min

Chevron, US Oil Stocks Rally as Trump Vows Venezuela Revival

Chevron, US Oil Stocks Rally as Trump Vows Venezuela Revival

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet FuOn this edition: Paul and Scarlet discuss the aftermath of the U.S ...

5 Jan 22min

Tesla Surrenders EV Crown to BYD After 8.6 % Sales Decline

Tesla Surrenders EV Crown to BYD After 8.6 % Sales Decline

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Hosts Matt Miller and Vonnie Quinn.- T...

2 Jan 25min

BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook

BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury out...

2 Jan 38min

Warner Bros Plans to Reject Paramount Offer Next Week

Warner Bros Plans to Reject Paramount Offer Next Week

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.- Warner Bros. Disco...

31 Dec 202522min

Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move

Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller. -Tesla published a c...

30 Dec 202526min

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