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 to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and stocks he likes right now. Asutosh Padhi, Managing Partner at McKinsey’s in North America, joins the show to discuss his new book, “The Titanium Economy,” the industrial economy, industrials, manufacturing, and the supply chain. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Big Tech. Mandeep discusses Meta and Intel, as well as the Elon-Twitter deal closing tomorrow. And Anurag talks about Apple and Amazon. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2022. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the show to talk about Catepillar’s earnings report and market move. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

27 Okt 202240min

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

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

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

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

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

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

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