BI Weekend: Disney Earnings, EV Latest

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest consumer confidence index and gives her outlook for the economy. Chris Natividad, co-founder and CIO, and Art Amador, co-founder and COO, of EquBot and the AI Powered Equity ETF, AIEQ issued by join the program to talk investing strategies, ETFs, and markets. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Bloomberg economics correspondent Mike McKee join to discuss the debt ceiling. Bloomberg News reporter Sonali Basak discusses the death of Sam Zell. Bloomberg Intelligence litigation analyst Matt Schettenhelm discusses Section 230. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to discuss her note on mortgage borrower leverage. Laura Martin, Managing Director at Needham, joins us in studio to talk about the ad and media businesses and revisits some of the bold calls from her appearance on our show in January. Norah Mulinda, markets reporter with Bloomberg News, joins to talk about her story on homebuilders capitalizing on limited real estate inventory. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss his research on young adopters of ChatGPT. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

18 Maj 20231h 2min

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to discuss Target earnings. Bloomberg Macro Strategist Vince Cignarella also joins to tell us what Target and retail earnings signal about consumer strength and inflation, as well as breaking down recent Fed speak. Huw Roberts, Head of Analytics at Quant Insight, talks about AI in investing, commodities, and what his models are telling him about the outlook for a recession. Savina Rizova, Global Head of Research at Dimensional Fund Advisors, joins to discuss her financial research, investing strategies, and outlook for a US recession. Robert Piconi, CEO and co-founder at Energy Vault, joins to discuss de-carbonization and sustainable energy. Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the recent eco inflation data we’ve seen the past week and outlook for rate hikes, the debt ceiling, and a hard landing. Anna Bryson, CFO at Doximity (NYSE: DOCS), joins the show to talk about her company’s performance this year and outlook. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

17 Maj 202352min

Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses investing strategies and sentiment. Burt Flickinger, Managing Director at Strategic Resource Group, joins the program to discuss retail sales and consumer health. Dryden Pence, CIO at Pence Wealth Management, joins to talk about stocks and sectors he likes amid varying headwinds. Alex Morris, CIO at F/M Investments, joins the program to talk markets and investing strategies. Matt Palazola, Senior Analyst, Property and Casualty Insurance at Bloomberg Intelligence, joins to discuss Berkshire Hathaway adjusting its bank holdings and investing in Capital One amid the recent regional crisis. Herman Senior, Senior Regional Banks Analyst with BI, also joins to talk about the latest on the regional industry. Jennifer Rie, Senior Litigation Analyst – Antitrust for Bloomberg Intelligence, and Marc Engelsgjerd, Senior Equity Research Analyst with Bloomberg Intelligence, join for a roundtable discussion on the FTC getting set to challenge Amgen’s $28 billion Horizon deal. Hosted by Paul Sweeney, Kriti Gupta, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

16 Maj 202349min

Mahesh Bhimalingam, Chief European Credit Strategist with Bloomberg Intelligence, and Amelia Pollard, reporter with Bloomberg News, discuss the effects of the credit crunch in the US and Europe. Nick Stadtmiller, Head of Product for Medley Global Advisors, joins the program to discuss emerging markets and how it’s currently and will be impacted by the election in Turkey. Jen Rie, Bloomberg Intelligence Senior Litigation Analyst, joins to discuss the Microsoft-Activision deal getting EU approval. Talon Custer, Equity Research Analyst with Bloomberg Intelligence, joins to discuss the Oneok deal. Jacob Lorinc, North American Mining reporter with Bloomberg News, joins to discuss the Newmont deal. John Authers, columnist with Bloomberg Opinion, joins the program to discuss his column “Dollar’s Bounce May Slam Into Debt Ceiling.” Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins us from Washington for the latest on central bank activity across the globe and outlook for a hard landing in the US. Jan Szilagyi, CEO and founder of Toggle AI, joins to discuss artificial intelligence and how the tech can be utilized. Hosted by Kriti Gupta, Sonali Basak, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

15 Maj 20231h 2min

Get today's top stories, with context, in just 15 minutes.  Subscribe to the Bloomberg Daybreak podcast:     1) On Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-us-edition/id1663860720     2) On Spotify: https://open.spotify.com/show/0DPsJjKQajOKKw35Hme5af     3) Anywhere: https://omny.fm/shows/bloomberg-daybreakSee omnystudio.com/listener for privacy information.

14 Maj 20231min

Jamie Dimon joins Bloomberg News to discuss the debt ceiling, the regional banking crisis and the US economy. The CEO of JPMorgan Chase speaks with Bloomberg's Francine Lacqua from the bank's Global Markets Conference in Paris. See omnystudio.com/listener for privacy information.

13 Maj 202318min

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the new Twitter CEO. Bloomberg’s Bailey Lipschultz also joins. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation and a potential debt default on US currency. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dan Ives, Senior Equity Analyst at WedBush Securities, explains why he thinks Linda Yaccarino potentially becoming the next CEO of Twitter would be a “home run.” Mark Douglas, CEO at MNTN, also joins to talk about the NBC shakeup and streaming wars. He can also discuss its impact on Peacock and streaming, as well as Tesla. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, joins to discuss the backlash causing ESG ETF closing. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

12 Maj 202347min

US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sidelines of a Group of Seven gathering of finance officials in Niigata, Japan. See omnystudio.com/listener for privacy information.

12 Maj 202312min