BI Weekend: Disney Earnings, EV Latest

Rob Barnett, Senior Analyst – Team Lead EMEA Energy Research with Bloomberg Intelligence, joins the show to discuss BI’s solar energy and overall energy outlooks for 2023. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins us to discuss the outlook for the US and global economies in 2022. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, investing, and his outlook for the economy. Pierre Naude, CEO at nCino, joins the show to talk about fintech and his company’s performance amid varying economic headwinds. John Fish, CEO of Suffolk Construction and Chair of the Real Estate Roundtable, talks about the latest developments in housing, including costs, mortgage interest rates, and construction supply. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

9 Dec 202234min

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins the show to discuss last night’s Georgia runoff, outlook for Donald Trump and the GOP, and potential crypto legislation. Tim Lyne, CEO of Antares Capital, talks about private credit. Poonam Goyal, Senior Analyst: US Retailing with Bloomberg Intelligence, discuss Rent the Runway’s big premarket move, recent earnings, and overall consumer outlook this holiday season and heading into 2023. 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. Tom Orlik, Chief Economist with Bloomberg Economics, gives us an update on China, COVID easing, its property sector, and outlook going into 2023. Hosted by Paul Sweeney and Sonali Basak.See omnystudio.com/listener for privacy information.

8 Dec 202231min

Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market trends as well as how AssetMark is supporting/growing financial advisors. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the marijuana industry and how his company is navigating current economic conditions. Sonali Basak, Wall Street reporter with Bloomberg News, joins the show to discuss her interviews with Brian Moynihan and David Solomon, Wall Street’s economic outlook for 2023, and Morgan Stanley layoffs. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, also joins to discuss banks and their economic outlooks. Prometheus Biosciences CEO Mark McKenna joins to talk about his company’s massive stock surge today. Anurag Rana, Senior Tech analyst with Bloomberg Intelligence, and Mark Gurman, Tech Reporter with Bloomberg News, join the show to discuss software and tech. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

7 Dec 202238min

Gene Seroka, CEO at the Port of LA, joins us in studio to discuss the latest developments on the supply chain. Build America Mutual CEO Sean McCarthy joins us on site to discuss BAM’s services and outlook for the municipal bond market. Bloomberg News Wall Street reporter Eric Kazatsky, Senior US Municipal Strategist with Bloomberg Intelligence, and Chris Brigati, Managing Director and Senior VP of Municipal Investments with Valley National Bank, join us on site for a roundtable on the municipal bond market and investments to look for in 2023. Glenn McGowan, co-head of municipal underwriting at RBC Capital Markets, and Kevin Danckwerth, head of municipal trading at Citi, discuss the outlook for cities, municipalities, and the muni bond market heading into 2023. Jennie Huang Bennett, Chief Financial officer for the City of Chicago, joins us on site to discuss financing a major economic hub like Chicago and plans for the city’s financial management post-pandemic. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

7 Dec 202242min

Kevin Tynan, with Bloomberg Intelligence, and Elisabeth Behrmann, with Bloomberg News, join the show to discuss 2022 outlook for US automakers and overseas carmakers. Ben Emons, Head of Fixed Income/Macro Strategy at NewEdge Wealth, joins the show to discuss the Fed, inflation, and outlook for 2023. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg intelligence, discusses Saudi Arabia’s Credit Suisse bid. Matt Winkler, Editor-in-Chief emeritus with Bloomberg News, joins the show to talk about his Bloomberg Opinion piece on why he agrees with President Biden questioning oil companies for share buybacks. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about today’s show. Today, the podcast is talking about the Georgia runoff election. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Dec 202240min

Sri Natarajan, Senior Reporter with Bloomberg News, discusses warning signs on Wall Street about a slowing economy. Marion Halftermeyer, finance reporter with Bloomberg News, discusses the latest on Credit Suisse and how BN’s interview with Chairman Axel Lehmann moved markets this morning. Alison Williams, Senior Global Banks/Asset Managers Analyst with Bloomberg Intelligence also joins to talk Credit Suisse and outlook for the bank. Zeke Faux, Investigative Reporter with Bloomberg News and Bloomberg Businessweek, joins the show to discuss FTX and Sam Bankman-Fried. 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 inflation outlook for the US. Tom Gimbel, CEO at LaSalle Network, joins the show to talk about hiring in the US on jobs day. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

2 Dec 202241min

Nissan CEO Makoto Uchida joins the show to talk about his company and outlook for electric vehicle production. Bloomberg Intelligence Tech Analysts Anurag Rana and Mandeep Singh join us for an in-studio roundtable to discuss Big Tech leadership, specifically Salesforce, Twitter, and Apple. Annie Massa, investing reporter with Bloomberg News, joins us in studio to discuss what we’ve learned from Sam Bankman-Fried’s public comments on FTX, what may come next, and what the criminal implications are. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses Sam Bankman-Fried and crypto. Jennifer Lotito, Chief Operating Officer at Red, discusses Word AIDS Day and how money has been raised and benefited causes to defeat AIDS over the past 30 years. Charles Meyers, CEO at Equinix (NASDAQ: EQIX), joins the show to discuss digital infrastructure and how it’s operating amid varying economic headwinds in tech. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

1 Dec 202242min

Machelle Baker Sanders, North Carolina Secretary of Commerce, and Mike Fox, President and CEO of Piedmont Triad Partnership, join the show in studio to discuss the state’s recent manufacturing and semiconductor investment. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Royal Bank of Canada acquiring HSBC’s Canadian unit. Matt Miller and Guy Johnson interview Lamborghini CEO, Stephan Winkelmann. Retired US Navy Admiral and Bloomberg Opinion columnist James Stavridis on the next phase of the Ukraine War and the geopolitical fallout of China protests. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the show to discuss outlook for Apple amid protests in China and performance of other tech companies with exposure to China as well as Workday earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

30 Nov 202238min