Keurig Dr Pepper to Buy Peet’s Coffee Owner for $18 Billion in Revamp

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Securities, wraps up the week in Big Tech earnings. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, also joins to talk Amazon. Sylvia Jablonski, CEO at Defiance ETFs, and Bloomberg Intelligence Senior Regional Bank Analyst Herman Chan discuss First Republic Bank. Steve Matthews, US Economy Reporter with Bloomberg News, and Jenny Surane, Finance Reporter with Bloomberg News, join to break down the Fed’s report on the failure of Silicon Valley Bank. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Chevron and Exxon earnings. Kevin Sayer, CEO at Dexcom (NASDAQ: DXCM), joins to discuss his company’s recent performance, industry trends reimbursement wins for Medicare, the glucose monitor market, and his DTC campaign with Nick Jonas. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Apr 202354min

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. 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. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

27 Apr 202352min

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan and BI Equity Research Analyst Neil Sipes join for a banking roundtable. Herman discusses First Republic and PacWest, and Neil talks about other banks reporting today and tomorrow. Christel Rendu de Lint, head of investments at Vontobel, joins to discuss investing strategies and market outlook for 2023. Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling fight in Washington and its economic impact. Emily Wilkins, reporter with Bloomberg Government, also joins to talk about the political fallout. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins to discuss the latest news and developments in biotech and recent/upcoming pharma earnings reports. Mike Halen, Senior Restaurant Analyst with Bloomberg Intelligence, joins to discuss Chipotle and Wendy’s earnings as well as other company reports on restaurants. He also talks the overall industry and consumer health. Andy Hoffman, reporter with Bloomberg News, joins to discuss the market for luxury watches. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

26 Apr 202353min

Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

26 Apr 20238min

Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN, also joins in a roundtable, to discuss the advertising and financial impact of the cable news shakeup. Randy Frederick, Managing Director of Trading Derivatives, Schwab Center for Financial Research, joins the program to give his market and economic outlooks. Ali Ben Lmadani, CEO at ABL Aviation, joins in studio to discuss aviation investing and airline earnings. Liz Young, Head of Investment Strategy at SoFi, joins to discuss markets, investing, and housing. Brooke Sutherland, Bloomberg Opinion Columnist, joins to talk GE earnings and 3M layoffs. Brian Stelter, author and Walter Shortenstein Fellow at Harvard University, joins to talk about the shake up that rocked cable news yesterday and its impact on Fox News. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

25 Apr 202354min

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.  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 on crypto and digital assets Ed Price, non-resident senior fellow at NYU and Principal at ERGO, joins the program to discuss his trip to Kyiv and outlook for the war and global markets  Lynn Kirkpatrick, CEO of Ensysce Biosciences (NASDAQ: ENSC, OTC: ENSCW), discusses her company, industry trends, and outlook amid economic headwinds  Matt Chambers, CEO at Curtiss Motorcycle (OTC: CMOT), deemed the “AirBnB of motorcycles,” joins the program to talk about his business, consumer health, and growth in the current economic environment and industry outlook Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

24 Apr 202345min

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and gives her stock picks. Deb Aitken, Senior Analyst: Luxury Goods and Beauty & Home Care with Bloomberg Intelligence, joins the program to break down Proctor & Gamble earnings. Jennifer Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to talk about the legal threats to the Kroger-Albertson’s merger. Dave Stehlin, CEO of the Telecommunications Industry Association (TIA), joins to talk about recent “Buy American” legislation that may actually hurt Americans, why a waiver for BEAD funding is important, and other concerns about protectionism in a global economy amid a reported protectionist move by the Biden admin to curb investment in China. Hannah Elliott, Staff Writer with Bloomberg Businessweek, joins to discuss her recent column on Formula 1 Miami. Chris Ailman, Chief Investment Officer at the California State Teachers’ Retirement System (CalSTRS), joins to discuss prepping for a recession and uncertainty surrounding public funding amid bank turmoil. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Apr 202357min

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Jeff Langbaum, Senior REIT Analyst with Bloomberg Intelligence, also joins us to talk REITs. George Archos, CEO at Verano (OTC: VRNOF), joins to discuss cannabis investments. Darren Palmer, VP of Electric Vehicle Programs, Ford Model E, discusses the all-electric Ford F-150 Lightning pickup truck entering its first European market. Herman Chan, Senior US Regional Banks analyst with BI, joins to break down the slew of regional bank earnings this week and deposit concerns. Heather Brilliant, CEO at Diamond Hill, joins to give her market outlook and give her stock picks. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

20 Apr 202344min