BI Weekend: Disney Earnings, EV Latest

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the program to discuss outlook for equities in Europe. 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. Jay Hatfield, CEO at Infrastructure Capital Advisors, also joins to talk markets and energy investing. Laura Martin, managing director and senior entertainment analyst at Needham & Co. LLC, joins the show to discuss her picks for media and telecom companies that she sees performing well in 2023 after a down 2022 year. Sam Burns, founder and chief strategist at Mill Street Research, joins the program to discuss the stock market, inflation, and gives his outlook for a recession in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

12 Jan 202349min

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the program to discuss sectors she likes as 2023 kicks off and concerns she has for a recession and inflation. Maria Tadeo, European correspondent for Bloomberg Television, joins the program to discuss her conversation with Belgium’s Prime Minister Alexander De Croo and the overall outlook for inflation and recession across European economies. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, joins the show to discuss the FAA system outage and how it’s affecting airline stocks and the industry. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023. Michael Dean, Senior Analyst of European Autos with Bloomberg Intelligence, joins the show to discuss the latest on the Euro car space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

11 Jan 202343min

Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity to start the year and concerns for corporations and governments based on what clients are telling her. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, joins to discuss Microsoft’s potential investment in OpenAI. George Bory, chief investment strategist, fixed income with Allspring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss CVS Health exploring a multi-billion dollar deal with Oak Street. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

10 Jan 202344min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg News Wall Street reporter Sonali Basak join to discuss Goldman Sachs’ job cuts and preview big bank earnings. Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss the companies they selected in Bloomberg Businessweek’s “50 Companies to Watch” piece. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Peter Bethlenfalvy, the Minister of Finance from Ontario, joins the show in studio for a discussion on public financing in Canada, trade with America and other countries, and gives his economic outlook for Canada, the US, and the globe in 2023. Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, joins the program in studio to discuss the Fed’s rate hike path and other Fed notes. Priya Misra, Managing Director and Head of Global Rates Strategy at TD Securities, also joins to talk about the Fed. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

9 Jan 202346min

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program for a tech roundtable. Pasquale Romano, CEO of ChargePoint (NYSE: CHPT), joins the program to discuss his company, electric cars, and outlook for the technology. Mick Mulroy, Marine and co-founder of the Lobo Institute, discusses the latest on the war in Ukraine and Vladimir Putin’s proposed ceasefire. Gerry Smith, media reporter with Bloomberg News, discusses Vince McMahon’s attempted return to WWE and wrestling/sports media viewership. Ben Emons, Head of Fixed Income for NewEdge Wealth, joins the show in studio to break down the jobs numbers and the state of the economy. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about a recession outlook for the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

6 Jan 202345min

Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, Off-Price retail with Bloomberg Intelligence, joins the program to discuss Amazon layoffs and outlook for the company and the retail sector. John Edwards III, team leader, US Consumer/Retail/Luxury, joins to talk about Bed, Bath, and Beyond’s grim future. Martin Fischer, Board Member at ZF Group, and Bloomberg Technology host Ed Ludlow join to discuss ZF Group, auto tech updates, and what’s happening on the ground in Las Vegas. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” and Katie Greifeld, Bloomberg News cross asset reporter, join the program to talk SBF and crypto, meme stocks, Fed Minutes, and other market and econ topics. Bloomberg Business correspondent Lisa Mateo discusses investments in Latino businesses in America. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Jan 202346min

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Kevin Tynan, Bloomberg Intelligence Senior Auto Analyst, join the program to talk Tesla, Twitter, and Elon Musk. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg intelligence, joins to discuss the outlook for banks and asset managers in 2023 ahead of earnings next year and coming off some December reprieve. Tim Fiore, the Chairman of the Institute for Supply Management (ISM) Business Survey, talks about the latest ISM findings. Anurag Rana, Senior Technology Analyst with Bloomberg Intelligence, joins the show to discuss Apple losing its $2 trillion market valuation, the latest on Microsoft Office, and Salesforce staff cuts. Mark Neuman, CIO at Constrained Capital, joins the show to discuss investing strategies and considering stocks excluded from ESG investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

4 Jan 202342min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Book, discusses the latest data findings coming out of China and outlook for the country as 2023 kicks off. Per Norlen, CEO at Evaxion Biotech (NASDAQ: EVAX), discusses today’s stock surge (as high as 43%) after getting FDA approval on its mid-stage cancer drug trial. Nathan Dean, Senior US policy analyst with Bloomberg Intelligence, joins to talk about potential policy proposals on deck for a divided Congress that’s being welcome in today, including legislation related to crypto, marijuana, and other economic-related laws. Bob Minter, director of ETF investment strategy at abrdn, joins the program to discuss ETFs and outlook in 2023. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, discusses equities and sectors she expects to outperform in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

3 Jan 202352min