Bloomberg Intelligence

Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senior tech analyst Anurag Rana joins to wrap up tech earnings season. Quincy Krosby, Chief Global Strategist at LPL Financial, joins to discuss the economy on jobs day. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins to discuss the economy and investing strategies on jobs day. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join in a roundtable to talk about gas prices, oil, refilling the SPR, and other energy-related headlines. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Sandra Quince, CEO at P4P (Paradigm for Parity), which helps tech and big Wall Street banks increase their diversity and equality ranks, particularly in leadership roles, joins the show to discuss DEI hiring efforts on jobs day and whether that’s continuing as the economy tightens. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

4 Aug 20231h 4min

David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Jennifer Rie, Senior Litigation Analyst of Antitrust with Bloomberg Intelligence, joins to discuss her note on Amazon’s legal risks and potential break up. Geetha Ranganthan, US Media Analyst with Bloomberg Intelligence, joins to discuss Lions Gate buying eOne and her note on Barbie. Will Lansing, CEO of FICO (NYSE: FICO), discusses his industry, consumer health, and earnings. Hosted by Paul Sweeney and Jess Menton. See omnystudio.com/listener for privacy information.

3 Aug 202353min

Nick Akerman, former assistant Special Watergate prosecutor, discusses the legal fallout from Trump indictment. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to discuss the Fitch US ratings downgrade. Selma Hepp, Chief Economist at CoreLogic, joins to discuss housing data and her recent note. Joe Mathieu, host of Bloomberg Radio’s “Sound On” and BTV’s “Balance of Power,” joins to discuss the political fallout from the Trump indictment. Tim Craighead, Senior European Strategist and director of research with Bloomberg Intelligence, joins to discuss his second half outlook for UK markets and how the Fitch ratings are affecting, or not affecting, overseas markets. Sonia Meskin, Investment Strategist and head of US Macroeconomic Analysis at BNY Mellon, joins to discuss a potential soft landing for the US economy, Fitch rating downgrade, and gives her market outlook. Brian Egger, Senior Industry Analyst of Gaming & Lodging with Bloomberg Intelligence, joins to talk about Norwegian cruise earnings, Carnival junk bonds, and previews MGM and Hyatt earnings. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

2 Aug 202352min

Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law host June Grasso and Political Contributor Jeanne Sheehan Zaino. See omnystudio.com/listener for privacy information.

1 Aug 202312min

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare interview to discuss his firm, M&A, and AI in investment banking. Chris Ciolino, Industrial Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Nimrit Kang, CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Chris Tomasso, CEO at First Watch (NASDAQ: FWRG), joins to discuss earnings and industry outlook. Jim Taylor, CEO at Brixmor (NYSE: BRX), joins to discuss his company’s earnings and industry outlook. Uber CEO Dara Khosrowshahi joins Emily Chang and Ed Ludlow on Bloomberg Technology for an interview on earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

1 Aug 20231h 7min

Danielle DiMartino Booth, Chief Strategist and CEO at QI Intelligence, joins to talk about the Fed’s latest interest rate hike and outlook for the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to tech and chip earnings and Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, and Off-Price Retail, joins to preview Amazon and discusses retail earnings. Jonathan Neman, CEO and co-founder at Sweetgreen (NYSE: SG), joins from the NYSE to discuss his company’s Q2 earnings miss and gives his outlook for his company and consumers. Duncan Fox, Research Analyst with Bloomberg Intelligence, joins to discuss Heineken earnings and what they portend for other beer makers who are dealing with high raw material costs. Kevin Sayer, CEO of Dexcom (NASDAQ: DXCM), joins us to break down the company’s recent earnings report and outlook for medical technology. Mark Barrocas, CEO of SharkNinja (NYSE: SN) joins us to discuss the company’s spinoff and ringing the NYSE bell this morning. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

31 Juli 202352min

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for a roundtable to discuss big oil earnings, energy, and commodities. Mike might also touch on crypto. Sassan Ghahramani, President, CEO and founder at SGH Macro Advisors, joins the show to give his outlook for global central bank activity and the ECB. Matt Henriksson, Senior Equity Analyst covering medical technology for Bloomberg Intelligence, joins us to talk Dexcom and MedTech earnings. Justus Parmar, CEO and founder at Fortuna Investment, joins to discuss venture capital and his space investing thesis. Pat Gelsinger, CEO of Intel, joins Caroline Hyde and Ed Ludlow on Bloomberg Technology to discuss company earnings. Matt Miller test drives a new vehicle. Bloomberg Businessweek staff writer Hannah Elliott joins for analysis. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

28 Juli 202355min

Monica Raymunt, Autos Industry Disruption reporter with Bloomberg News, joins us to talk earnings from Volkswagen and outlook for other Euro automakers. She can also discuss the EV race and the cars aboard a burning ship off the Dutch coast. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the ECB decision and recent inflation moves across Europe, as well as the outlook for European economies. Kailey Leinz and Dani Burger interview SEC Chair Gary Gensler. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the WGA strike, legal analysis, and how it all ties in to AI and work. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the Fed and terminating rate hikes, yield curve inversions, and why he believes any recession will be “100% the Fed’s fault.” Meta CFO Susan Li joins Bloomberg Technology for a post-earnings discussion with Ed Ludlow and Caroline Hyde. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

27 Juli 20231h 5min