Equities, Tesla, and Geopolitics

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with Bloomberg Intelligence, joins to discuss BYD potentially surpassing Tesla as the leading EV automaker in the world. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Mick Mulroy, co-founder of the Lobo Institute, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China. Hosted by Paul Sweeney and Mike Regan.

See omnystudio.com/listener for privacy information.

Avsnitt(3359)

AMD Says Oracle Is Pledging Widespread Use of New AI Chips

AMD Says Oracle Is Pledging Widespread Use of New AI Chips

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses A...

14 Okt 202524min

Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst,...

13 Okt 202518min

BI Weekend: OpenAI, AMD Deal, New Verizon CEO

BI Weekend: OpenAI, AMD Deal, New Verizon CEO

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses ne...

10 Okt 202537min

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses w...

10 Okt 202516min

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, disc...

9 Okt 202524min

xAI to Raise $20 Billion After Nvidia and Others Boost Round

xAI to Raise $20 Billion After Nvidia and Others Boost Round

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artific...

8 Okt 202522min

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly do...

7 Okt 202521min

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices inki...

6 Okt 202523min

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