Bloomberg Intelligence

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about her company and outlook for the industry. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for Jackson Hole and the Fed. Herman Chan, Senior Regional Banks Analyst with Bloomberg News, joins to discuss the S&P Global Ratings downgrade of individual banks and the state of banking in the US. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, also joins to discuss bank health in the US. Jennifer Rie, Senior Antitrust Litigation Analyst with Bloomberg Intelligence, joins to discuss the latest on the Microsoft-Activision deal in the UK. Jacquie Ward, director of private investments at UMB Bank, discusses the private credit boom this year. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

22 Aug 202354min

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Street reporter with Bloomberg News, joins to discuss Goldman Sachs exploring a sale of its personal finance management arm and the recent hiring spree it intends to go on. Dan Ives, Senior Equity Analyst with WedBush Securities, discusses why he thinks Apple should buy ESPN and also previews Nvidia earnings this week and what it means for AI. Sam Fazeli, Pharmaceuticals Analyst and Head of Euro Research with Bloomberg Intelligence, joins to discuss how a new COVID variant could negatively affect BioNTech and Pfizer. Dave Magers, CEO of Mecum Auctions, discusses the Monterey Car Show this past weekend. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

21 Aug 20231h 4min

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down Deere earnings and gives us an update on US Steel. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to talk about the tech space, specifically as it comes to tech companies and smaller dividends they hand out. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s slide and oil’s rise. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Charles Gillespie, CEO at Gambling.com Group (NASDAQ: GAMB), joins to discuss his company’s earnings and the Penn Entertainment-ESPN deal and what it means for the sports gambling industry. Matt talks about the latest car he’s driving this week. Kyle Stock, Senior Correspondent with Bloomberg Businessweek, joins for analysis. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

18 Aug 202356min

Carl Riccadonna, Chief US Economist at BNP Paribas, joins to discuss the economy and how a China cold could affect the US. Regina Schleiger, director of Central Bank Policy Research at SGH Macro Advisors, joins to discuss the Bank of Japan. Juan Andrade, CEO of Everest (NYSE: EG), joins the program to talk insurance and industry trends, as well as Hawaii wildfires. Hessam Nadji, CEO of Marcus & Millichap (NYSE: MMI), joins to talk about commercial real estate and mortgage rates. Jen Bartashus, Senior Industry Analyst at Bloomberg Intelligence, joins to break down Walmart earnings. Jennifer Welch, Chief Geoeconomics Analyst at Bloomberg Economics, joins to discuss her column on a potential China property crash and the potential fallout and geopolitical risks. Don McCree, Head of Commercial Banking at Citizens Financial, joins to discuss the state of banking in the US. Hosted by Paul Sweeney, Jess Menton, and Simone Foxman. See omnystudio.com/listener for privacy information.

17 Aug 20231h 3min

Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins to discuss his Opinion column on San Francisco.  Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

17 Aug 20239min

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Bloomberg News reporter Simone Foxman join to talk about Target and TJ Maxx earnings. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to discuss the Fed, pressures in China, and outlook for the economy. Nathan Dean, Senior Policy Analyst of US and Latin American with Bloomberg Intelligence, joins to discuss President Biden’s attempts to curb China investments and other DC headlines. Doug Baker, portfolio manager and Head of Preferred Securities Sector Team at Nuveen, joins the program in studio to discuss fixed income, preferred securities, and gives his market outlook. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to talk about the Trump indictment. Lisa Sturtevant, Chief Economist at Bright MLS, joins to talk about real estate and mortgage rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

16 Aug 202351min

Michael Zeldin, former federal prosecutor with the Department of Justice, and Kailey Leinz, Bloomberg TV and Radio host, join to talk about the fourth indictment of Donald Trump. Drew Reading, Senior Home Builders Analyst with Bloomberg Intelligence, joins to break down Home Depot earnings. Amol Dhargalkar, global head of corporates at Chatham Financial, joins to discuss US real yields reaching a 14-year high and also talks about global economies amid a China slowdown and tightened conditions in the US. Michael Schumacher, Head of Rates and Macro Strategy at Wells Fargo, and Neil Grossman, former CIO at TKNG Capital, join to break down retail sales and Home Depot earnings and how it affects rate hikes for the Fed. Tim O’Brien, Senior Executive Editor with Bloomberg Opinion, and June Grasso, legal analyst with Bloomberg News and host of Bloomberg Law, join to talk about the Trump indictment. Andy Bischof, Utilities Strategist at Morningstar Research Services, discusses the future of Hawaiian Electric after the devastating Hawaii wildfires. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

15 Aug 202359min

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.  For more podcasts like this, and the news you need to start your day, subscribe to the Bloomberg Daybreak Podcast:     Apple: http://bit.ly/3DWYoAN     Spotify: http://bit.ly/3jGRYiB     Anywhere: http://bit.ly/3J1bct9See omnystudio.com/listener for privacy information.

15 Aug 20239min