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

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

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Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous

-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push.

-Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations.

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U.S. Heading Towards A Second Contraction: BE's Riccadonna

U.S. Heading Towards A Second Contraction: BE's Riccadonna

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the November jobs report and outlook for the economy. Christy Hill, Head of Americas Asset Management and Global Head of ESG, PGIM Real estate, on how climate change – and now COVID-19 – are emerging as the predominant risks on the horizon for real estate managers. Tara Lachapelle, Bloomberg Opinion media columnist, will discuss Warner Bros. putting all of its 2021 films on HBO Max at the same time they hit theaters. Justin Levitt, Professor of constitutional law at Loyola Law School, on Trump's election lawsuits and pardons. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

4 Dec 202031min

Covid Triggering Incredible Opportunities In Fallen Angels: Mellon

Covid Triggering Incredible Opportunities In Fallen Angels: Mellon

Paul Benson, Head of Fixed Income Efficient Beta at Mellon, a BNY Mellon Investment Management firm, discusses his outlook for the fallen angels’ universe. Victoria Espinel, CEO of BSA | The Software Alliance and former U.S. IP Enforcement Coordinator in the Obama Administration, to discuss what we can expect from President-elect Joe Biden on tech policy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Ryanair and Boeing announcing deal to buy 737 Max planes. Nir Kaissar, Founder of Unison Advisors and a Bloomberg Opinion columnist, discusses his column: "Lessons From 2008 for Fighting Covid in 2020." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

3 Dec 202029min

How The Ultra-Rich Are Investing After Biden Win: Tiger 21

How The Ultra-Rich Are Investing After Biden Win: Tiger 21

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra wealthy are investing under a Biden presidency. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research for Bloomberg Intelligence, on the U.K. becoming the first Western country to clear Pfizer-BioNTech's vaccine shot. Craig Johnson, President of Customer Growth Partners, with his 19th annual holiday retail forecast. Frank Bowman, former federal prosecutor and Professor at University of Missouri Law School, discusses the limits of Trump's pardon power. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

2 Dec 202028min

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG

BLOOMBERG MARKETS SPECIAL ON ESG INVESTING: Eugenia Jackson, Head of environmental, social & governance (ESG) research at PGIM Fixed Income, on the growth of ESG investing. Katherine Neiss, PhD, Chief European Economist for PGIM Fixed Income, on Europe's economic outlook. Andrew Dyson, Chairman and CEO of QMA, discusses how the outcome of the US election could have implications for ESG investing. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Mary Barra Needs to Explain GM’s Nikola Misstep." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

1 Dec 202029min

Record-Breaking Black Friday Sales, Despite Pandemic

Record-Breaking Black Friday Sales, Despite Pandemic

John Copeland, VP of Marketing and Customer Insights at Adobe, on record-breaking Black and Cyber Monday sales. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on how OPEC is trying to sustain oil market gains. Matt Maley, Chief Market Strategist at Miller Tabak + Co., and Founder of The Maley Report, with technical analysis of equity markets. Chris Hughes, Bloomberg Opinion deals columnist, discusses the S&P-IHS Markit deal and his column: "S&P Puts $44 Billion on Wise ‘Big Is Better’ Wager." Hosted by Paul Sweeney and Vonnie Quinn (Vonnie Quinn out).See omnystudio.com/listener for privacy information.

30 Nov 202026min

Shopping, Solving Teacher Shortages, Wine Investing

Shopping, Solving Teacher Shortages, Wine Investing

James Fallon, Editorial Director at Women's Wear Daily discusses Black Friday, and what to expect in holiday retail and consumer spending. Elevate K-12 CEO Shaily Baranwal discusses how she has figured out the solution to the teacher shortage as the "Peloton of education, and Anthony Zhang, cofounder and CEO of Vinovest, a company that is democratizing access to fine wine investing.Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

27 Nov 202030min

BofA Dashes Hopes For Hefty Trader Bonuses This Year

BofA Dashes Hopes For Hefty Trader Bonuses This Year

Lananh Nguyen, Bloomberg finance reporter, on BofA jolting traders with talk of a flat bonus pool, in an omen for Wall Street. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, discusses the labor market backtracking, and why Yellen isn't the best choice for Treasury Secretary. John Kilduff, Founder of Again Capital, on why jet fuel will have a big year in 2021. Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and his current investment strategy. Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.

25 Nov 202028min

Reviving Immigration Is Key To U.S. Turnaround: Kotok

Reviving Immigration Is Key To U.S. Turnaround: Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks reporter for Bloomberg, on Deutsche Bank considering 40% permanent work-from-home policy. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

24 Nov 202026min

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