Big Tech, Markets, and Earnings (Podcast)
Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Microsoft and Alphabet earnings and big tech performances. Jonathan Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to discuss earnings for Deutsche, Barclays, and breaks down other European bank performances. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the show to discuss new home sales, mortgage applications, and other housing-related stories. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the show to discuss markets and sectors she likes as economic pressures continue. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. George Ferguson, Senior Aerospace/Defense & Airline analyst with Bloomberg Intelligence, joins the show to discuss Boeing earnings and what we’ve learned from airlines this earnings season. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.
26 Okt 202240min
Bonds, ETFs, Ukraine, and Crypto (Podcast)
George Bory, Chief Investment Strategist, Fixed Income with AllSpring Global Investments, joins the show to discuss which sectors he sees as performing the strongest amid economic headwinds. Retired US Navy Admiral James Stavridis on Ukraine, Taiwan, and other geopolitical tensions. Sylvia Jablonkski, CIO at Defiance, and Eric Balchunas, Senior ETF analyst with Bloomberg Intelligence, join the show in-studio for a roundtable to discuss ETF flows and stocks. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss UBS, Deutsche bank, bank earnings in the UK, and JPMorgan and Goldman CEOs predicting recession. Matt Levine, Bloomberg Opinion columnist, joins us in studio to discuss his recent crypto piece for Bloomberg Businessweek. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.
25 Okt 202240min
Markets, The Supply Chain, And California
Damian Sassower, Chief Emerging Markets Credit Strategist with Bloomberg Intelligence, joins to discuss China and Xi Jinping. Robert Stimpson, CIO and Portfolio Manager at Oak Associate Funds, joins the show to talk about his sector picks and outlook for the equity market in 2022. Gene Seroka, CEO at the Port of LA, joins us for an extended discussion on the supply chain and outlook for the economy and consumers. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss California’s economic growth. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
25 Okt 202232min
Apparel Stocks, Market Trends, and Apple (Podcast)
Poonam Goyal, analyst for e-commerce, athleisure, and off-price retail for Bloomberg Intelligence, and Deb Aitken, Senior Analyst of Luxury Good and Beauty/Home Care with Bloomberg Intelligence, joins the show to talk Adidas and Kering earnings and their stocks. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and the Fed readying to hike rates yet again. Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, joins the show to discuss Snap and Twitter stocks. Dryden Pence, CIO for Pence Wealth Management, joins the show to talk about some stocks he likes as economic headwinds continue to rock markets. Bloomberg News reporter Ed Ludlow talks about the Apple leadership shake up. Dr. Kang Sun, CEO at Amprius Technologies (NYSE: AMPX), joins the show to talk about his company, battery development, and rising costs in the energy sector. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
21 Okt 202246min
The Impact Of Liz Truss Resigning (Podcast)
Marcus Ashworth, Bloomberg Opinion columnist, joins the show to discuss Liz Truss’ resignation. Ed Price, principal at Ergo, a global intelligence and analysis consultancy, non-resident senior fellow at NYU and former British trade official, joins the show to discuss Truss’ resignation. John Authers, Opinion columnist with Bloomberg News, talks about Liz Truss’ resignation and global markets. Stephen Carroll, discusses Liz Truss’ resignation, its impact on the UK, and how it impacts England and Northern Ireland relations. Tim Craighead with Bloomberg Intelligence on how this is all affecting UK equities. John Micklethwait, Bloomberg News editor-in-chief, on Truss’ resignation. Mick Mulroy, co-founder of the Lobo Institute, discusses the Ukraine war and geopolitical implications of Liz Truss’ resignation. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
20 Okt 202239min
Earnings, Stocks, And Inflation (Podcast)
Deborah Aitken, Senior Analyst of Luxury Goods and Beauty/Home Care with Bloomberg Intelligence, and Anurag Rana, Senior Services and IT Analyst with Bloomberg Intelligence, give the latest analysis on some of the stocks they’re watching today. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, and Vince Cignarella, Global Macro Strategist with Bloomberg Intelligence, join us for an equity round table to discuss the market rally this week and outlook for volatility. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins the show in-studio to discuss sectors and stocks on the move and sectors that could outperform the market amid various economic headwinds. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, and Carl Riccadonna, Chief US Economist at BNP Paribas, both join the show in studio to discuss the Fed and give their macro outlooks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
19 Okt 202239min
Conversations with the St. Louis Fed (Audio)
Bloomberg News anchor Kathleen Hays sits down with St. Louis Federal Reserve director of research Carlos Garriga and Homer Jones winner Eswar Prasad in St. Louis. Hosted by Kathleen Hays.See omnystudio.com/listener for privacy information.
19 Okt 202219min
Yields, Markets, Tech, Oil, And Cars (Podcast)
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, joins us from our London offices to discuss the Treasury yield curve flattening and the Fed. Abhay Deshpande, founder and CIO at Centerstone Investors, joins the show to discuss the equity market and some stocks and sectors he likes in the face of economic headwinds. Mark Douglas, CEO at MNTN, joins the show to preview Netflix earnings and outlook for streaming services. Matt Miller and Guy Johnson interview the CEO of Rolls Royce. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, joins the show to preview big tech earnings next week and discusses his latest tech research. Scott Levine, analyst with Bloomberg Intelligence, and Emily Wilkins, Congressional reporter with Bloomberg Government, joins the show to talk about the Biden admin tapping the oil reserves, what it means for gas prices and oil companies, and the political implications of the move. Steve Lee, Marketing Manager for the Ford 2023 F-Series Super joins to talk about Ford’s latest vehicle, sustainable options for expanding its fleet, and outlook for Ford stock and the company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
18 Okt 202247min
