BI Weekend: Disney Earnings, EV Latest

Leland Miller, CEO at China Beige Book, discusses the political and global economic implications of protests in China. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join the show to discuss China’s impact on markets and iPhone production. Kevin Carter, CIO of EMQQ Global and EM equity expert, joins the show to talk about China and India, other emerging markets, and ETF flows. Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, with Bloomberg Intelligence, join the show to talk about the global energy market and how China’s protests could affect crude, corn, copper, and other commodities. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg Intelligence, joins the show to talk about Beyond Meat’s stock move this morning and gives an update on how businesses are faring on Black Friday and Cyber Monday. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Nov 202234min

Lyle Himebaugh, co-founder at Granite Group Advisors, joins the show to discuss his money management strategies as the year closes amid varying economic headwinds. Elissa Sangster, CEO at Forte Foundation, joins the show to discuss women’s enrollment in MBA programs. Bloomberg Intelligence Senior E-Commerce Analyst Poonam Goyal joins to discuss Black Friday shoppers and retail strength. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, discusses this week’s Fed Minutes, what she expects at the next FOMC meeting and outlook for interest rate hikes. Hosted by Paul Sweeney and Carol Massar. See omnystudio.com/listener for privacy information.

25 Nov 202234min

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the latest on Credit Suisse. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to discuss the stock market and various economic data due out today ahead of the holiday. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss the latest on FTX and crypto. Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss market conditions, outlook for the economy, and some of his latest research. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the show to breakdown Deere earnings. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

23 Nov 202240min

Huw Worthington, European Rates Strategist with Bloomberg Intelligence, discusses European and UK rates. Stephen Kramer, CEO at Bright Horizons (NYSE: BFAM), joins the show to talk about his company and childcare/education in the US. Jonathan Tyce, with Bloomberg Intelligence, discusses the deal between AllianceBernstein and SocGen. Scott Levine, Senior Energy and Industrial Analyst at Bloomberg Intelligence, joins the show to discuss gas prices and oil outlook in the US for the winter. Tom Mantione, Managing Director at UBS Private Wealth Management, joins the show to talk about sectors he likes and outlook for markets. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, talks about her time in Egypt covering COP27 and some of the gains and misses from the conference. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

22 Nov 202240min

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the show to talk about outlook for Disney+. And Sonali Basak, Bloomberg Wall Street reporter, discusses Trian, Disney, and Bob Iger. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, joins the show to discuss the latest turmoil at Twitter. Mark Douglas, CEO at MNTN, joins to discuss the outlook for Disney+ and advertising revenue stream. Michael Nathanson, founding partner and Senior Research Analyst at MoffettNathanson, join the show to break down Bob Iger taking over as Disney’s CEO and what it means for Disney + and the company. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss Riot Blockchain and Coinbase stocks dropping today. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Nov 202241min

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to discuss markets and outlook for the year. Jennifer Lee, Managing Director with BMO Capital Markets, talks about the outlook for economies in Europe and central bank activity globally. Erica Adelberg, with Bloomberg Intelligence, discusses yesterday’s big mortgage interest rate drop, mortgage applications, and outlook for the housing market. Simone Foxman, Correspondent with Bloomberg TV, joins us from Qatar to discuss the latest on the World Cup and her column on Qatar’s various controversies and how it built the most expensive World Cup ever. We’ll also bring in Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the tournament. Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the Tournament. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the show to talk about some retailers on the move this morning following earnings reports, the week in retail earnings, and outlook for retail ahead of Black Friday a week from today. Vijay Manthripragada, CEO at Montrose (NYSE: MEG), joins the show to talk about energy policy and what’s being discussed at week two of COP27. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

18 Nov 202233min

Dan Ives, Senior Equity Analyst at Wedbush Securities, and Bloomberg Senior Tech Analyst Mandeep Singh, join us for an in-studio roundtable to break down the latest news in Twitter, chips, and all other news in Big Tech. Annie Massa, cross asset reporter with Bloomberg Intelligence, joins the show to talk about the latest on crypto and FTX. Lindsay Dutch, Retail and Industrial REIT/Consumer Hardlines Equity Research Analyst with Bloomberg Intelligence, talks about Bath and Body Works huge stock move after reporting earnings and other consumer staples as holiday shopping kicks off. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, joins the show to discuss the latest developments out of Ukraine. Harley Finkelstein, President at Shopify (NASDAQ: SHOP), joins the show to talk about his company and the strength of the consumer. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

17 Nov 202239min

Maria Tadeo, Europe reporter with Bloomberg News, discusses the latest on the war in Ukraine and how European leaders are responding. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to discuss how commodities are being influenced by the war in Ukraine. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses the global energy market and how it could be reshaped by the war in Ukraine. David Friedberg, CEO of the Production Board, joins the show to discuss the latest on COP27 and discussions surrounding food insecurity and how conflict impacts global hunger. Anjee Solanki with Colliers, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss October retail sales and Target earnings. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the latest on the war in Ukraine. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

16 Nov 202242min