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Bloomberg Intelligence

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Consumer Health, The Fed, 50 Companies to Watch

Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024. Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to discuss retail outlook and consumer health. Tim Craighead, Senior European Strategist with Bloomberg Intelligence, joins to discuss the annual Bloomberg publication of 50 companies to watch. Philip Colmar, managing partner and global strategist at MRB Partners, joins to talk markets and investing. Hosted by Paul Sweeney and Lisa MateoSee omnystudio.com/listener for privacy information.

Jan 9, 202438 min

Boeing, Copper, and Weight Loss

George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark Newton, Managing Director and Global Head of Technical Strategy at Fundstrat Global Advisors, joins to discuss investing in 2024 and outlook for the markets. Roland Harings, CEO at Aurubis, joins to discuss new developments with his company, copper production, and outlook for commodities in 2024. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the Antideficiency Act as it relates to funding the government and legal liability for weight loss drug developing companies. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Jan 8, 202436 min

Jobs, Munis, and Ozempic

Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to discuss the muni bond market. Simone Foxman, reporter with Bloomberg News, joins to discuss her story on the burden weight loss drugs are having on state budgets, US taxpayers, and the healthcare system. Kristin Pothier, US Healthcare Lead at KPMG, joins to discuss the outlook for M&A in the healthcare sector in 2024. Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs report and outlook for hiring in 2024. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.

Jan 5, 202448 min

APA, TikTok, and Regional Banks

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk about TikTok’s e-commerce ambitions and outlook for generative AI in 2024. Ed Harrison, Team Leader for Americas FX/Rates at Bloomberg News, joins to discuss his “Everything Risk” column on 2024’s risk being a hot US economy. Bloomberg International Economics and Policy correspondent Michael McKee joins to discuss the St. Louis Fed naming Alberto Musalem its new president. Herman Chan, Senior Analyst of Regional Banks for Bloomberg Intelligence, discusses the health of US regionals. Hosted by Paul Sweeney. See omnystudio.com/listener for privacy information.

Jan 4, 202442 min

Morgan Stanley, Harvard, and Disney

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay stepping down, what’s next for other institutions, and Washington’s influence on higher education in America. Mark Aldoroty, Managing Director and Global Head of Prime Services at Jefferies, joins to give his market outlook. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss the outlook for media and the box office in the US, potential M&A in the media space, and ValueAct supporting’s Disney Board’s slate of director nominees. Hosted by Paul Sweeney.See omnystudio.com/listener for privacy information.

Jan 3, 202444 min

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with Bloomberg Intelligence, joins to discuss BYD potentially surpassing Tesla as the leading EV automaker in the world. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Mick Mulroy, co-founder of the Lobo Institute, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China. Hosted by Paul Sweeney and Mike Regan.See omnystudio.com/listener for privacy information.

Jan 2, 202439 min

Markets, Trump, and Travel

Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump being banned from the 2024 ballot in Maine and other DC headlines. Selma Hepp, Chief Economist at CoreLogic, breaks down the real estate market as we head into 2024. Brian Kelley, CEO at TPG (The Points Guy), joins to give his outlook for travel. Hosted by Paul Sweeney, Caroline Hyde, and Kailey Leinz.See omnystudio.com/listener for privacy information.

Dec 29, 202334 min

Hedge Funds, Eco, and AI

Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potential for a hard landing in the US. Anton Posner, CEO at Mercury Resources, joins to discuss supply chain risks amid uncertainty in the Middle East. Jake Saper, General Partner at Emergence Capital, joins to discuss the outlook for artificial intelligence in 2024. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.

Dec 28, 202342 min

Red Sea, Markets, and Media

Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomberg News, joins to talk moves in oil. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss markets and outlook for the Fed next week. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss the media landscape and outlook for consolidation. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.

Dec 27, 202332 min

Geopolitics, EM, and Consumers

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market performance this year and next. Jennifer Lee, BMO Capital Markets Senior Economist, talks about the outlook for the US economy and potential for a soft landing. Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, joins to talk about the holiday shopping season and what to expect from the consumer in 2024. Hosted by Paul Sweeney and Caroline Hyde. See omnystudio.com/listener for privacy information.

Dec 26, 202330 min

Nike, PCE, and Space

Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Economic Council, joins Kailey Leinz and Guy Johnson for a discussion on the economy and today’s inflation data. Stuart Paul, US Economist with Bloomberg Economics, joins to break down today’s inflation data and gives her outlook for the Fed and rate cuts. Peter Platzer, CEO and founder at Spire Global (NYSE: SPIR), joins to discuss his company and “space-as-a-service." Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

Dec 22, 202338 min

Paramount, Apple, and Rally

Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss markets, sectors she likes, and outlook for investing. Mark Gurman, Chief Correspondent for Tech and Apple for Bloomberg News, joins to discuss the company stopping sales of certain Apple Watch models on its website. Seema Shah, Principal Asset Management Chief Global Strategist, joins to give her view on markets and the economy. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.

Dec 21, 202338 min

Rate Cuts, FedEx, and Trump

Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to discuss Donald Trump getting disqualified on the Colorado ballot for 2024, how it will fare in the US Supreme Court, and how Trump’s legal issues will play into 2024. Lee Klaskow, Senior Analyst: Logistics at Bloomberg Intelligence, joins to discuss FedEx’s earnings miss. Matt Palazola, Senior Analyst: P&C Insurance with Bloomberg Intelligence, joins to discuss Aon’s acquisition of NFP. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.

Dec 20, 202336 min

Markets, Shipping, and Lending

Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, joins to preview FedEx earnings, discuss geopolitical tensions affecting shipping lines, and talk about his new podcast. Jeffrey Hirsch, editor of the Stock Trader’s Almanac, joins to discuss his correct market call this year, a potential Santa Claus rally, seasonality, and small caps. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to discuss lending and outlook for financing in the US. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Dec 19, 202336 min

Tech, EM, and US Steel

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist with Bloomberg Opinion, joins to discuss Nippon Steel acquiring US Steel, and outlook for M&A as well as industrials in 2024. Penny Foley, Managing Director of Emerging Markets at TCW, joins to discuss the outlook for emerging markets. Wendi Whitmore, SVP and Head of Palo Alto Network’s cybersecurity team, joins to discuss cyber risks and costs for businesses. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Dec 18, 202336 min

Introducing: Bloomberg News Now

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listener for privacy information.

Dec 17, 20230 min

Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall

On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's hitting a roadblock when it comes to international expansion. Follow Hannah and Matt on Instagram: @HannahElliottxo @mattmiller1973 Find more on Bloomberg.com, Bloomberg Radio and YouTube.See omnystudio.com/listener for privacy information.

Dec 16, 202336 min

Citi, Alphabet, and Munis

Sally Bakewell, US Finance Team Lead with Bloomberg News, discusses Citigroup shutting down its once high-flying muni unit. Maria Pope, CEO at Portland General Electric (NYSE: POR), joins to discuss her industry and outlook for her company in 2024. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds, muni market liquidity, investor demand, and credit risks. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the Alphabet antitrust loss from earlier this week, what it means for Apple, and other cases to watch. Hosted by John Tucker and Bailey Lipschultz.See omnystudio.com/listener for privacy information.

Dec 15, 202336 min

Powell Pivot, Inflation, and CRE

Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession outlook. Neil Grossman, former CIO at TKNG Capital, joins to break down the Powell pivot. Miki Naftali, Chairman and CEO at Naftali Group, joins to discuss the risks he sees in commercial real estate and outlook for a hard landing. Abigail Doolittle joins. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Dec 14, 202340 min

M&A, Weight Loss, and Tesla

Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss and weight loss drug developments, and outlooks for those drugs in 2024. Steve Man, Global Auto Market Research Leader at Bloomberg Intelligence, joins to break down Tesla’s recall and outlook for the company. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets and investing. Hosted by Paul Sweeney and Bailey Lipschultz.See omnystudio.com/listener for privacy information.

Dec 13, 202337 min

Choice Hotels, Alphabet, and Housing

Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, shipping volume, and industry expectations for 2024. Kori Sassower, Principal Broker at Compass Real Estate, joins to discuss the greater NYC real estate market, the pent up demand in housing, and outlook for what could be another incoming real estate boom. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the FOMC meeting, CPI, the impact of the Fed’s rate hike cycle in real estate and other areas of the economy, and his recent piece on renting vs. buying. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Dec 12, 202337 min

Zelenskiy, Ohtani, and Hawaiian Airlines

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown University, joins to discuss President Biden’s waning poll numbers amid support for Israel, Zelenskiy visiting Washington Tuesday, and the foreign aid stalemate on Capitol Hill. Scarlet Fu, Bloomberg News anchor and host of Bloomberg Radio’s “Business of Sports, joins to discuss the major sports headlines this weekend, including LIV Golf’s latest and Shohei Ohtani’s record contract. Peter Ingram, CEO of Hawaiian Airlines, joins to discuss their deal to merge with Alaska Airlines. Hosted by Paul Sweeney, John Tucker, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

Dec 11, 202337 min

Jobs, Markets, and Higher Ed

Tom Gimbel, CEO at the LaSalle Network, joins to discuss Friday’s jobs report. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss the market reaction to jobs numbers and outlook for the Fed next week. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to discuss the market reaction to the jobs report. Janet Lorin, Bloomberg News higher education report, joins to discuss the backlash from business and political leaders from this week’s Congressional testimony about antisemitism on campus. Hosted by Manus Cranny, Bailey Lipschultz, and Nathan Hager.See omnystudio.com/listener for privacy information.

Dec 8, 202339 min

SpaceX, Private Credit, and COP28

Loren Grush, Space Reporter with Bloomberg News, joins to talk SpaceX’s tender offer and outlook for the company. Anjee Solanki, National US Director of Retail at Colliers, joins to discuss consumer health and the retail outlook in the thick of the holiday season. Mark Gurman, reporter with Bloomberg News, joins to discuss Tesla replacing its Dojo supercomputer head. Jonathan Maxwell, CEO at Sustainable Development Capital, discusses the outlook for global energy, global energy waste and use, and global goals on climate. Tim Lyne, CEO at Antares Capital, discusses the outlook for private credit heading into 2024. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Dec 7, 202343 min

Bank CEOs, Oil, and Rate Cuts

Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris Whalen, at Whalen Global Advisers, joins to discuss testimony from big bank CEOs on Capitol Hill today and capital requirements. Quincy Krosby, Chief Market Strategist with LPL Financial, joins to discuss the global economic impact and risks amid the war in Israel and other geopolitical factors. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

Dec 6, 202331 min

Soft Landing, EVs, and Private Credit

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, joins to discuss his view on private credit and potential risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, joins to talk about markets, sectors and stocks he likes, and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc. (NASDAQ: ECX), joins to discuss the EV industry, economic pressures, and outlook for his firm. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Dec 5, 202335 min

XPO, Spotify, and AI

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss his new investment venture, the delivery industry and founding XPO, and his new book “How to Make a Few Billion Dollars.” Ashley Carman, reporter with Bloomberg News covering the audio industry, joins to discuss Spotify cuts. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss legal concerns in how businesses use AI in marketing, and how content creators/actors are aiming to protect their services from artificial intelligence. Chris Ailman, Chief Investment Officer at the California State Teachers’ Retirement System (CalSTRS), joins to discuss prepping for a recession and pressures on public funding. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Dec 4, 202339 min

Hate Crimes Surge in Wake of Gaza War

Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’s retaliatory operation in Gaza. While previous conflicts in the Middle East also sparked a backlash outside the region, this time it is more intense and the wave of hate may be far from cresting, according to advocacy groups, former law enforcement officials and analysts. In this Bloomberg Radio special report, Stephen Carroll examines how these communities are confronting a global surge in hate speech and hate crimes.See omnystudio.com/listener for privacy information.

Dec 3, 202324 min

Tesla's Cybertruck, an $11 Million Bugatti and Pagani's Electric Supercars

This week on Bloomberg Hot Pursuit!, Matt Miller and Hannah Elliott run down the most expensive cars sold this year and why a $11 million Bugatti Chiron may have been a good deal. Then, they discuss Horatio Pagani's recent interview with Bloomberg in Hong Kong, and what the Chinese market means for electric cars and supercars. Plus, Matt and Hannah have strong feelings about the Cybertrucks being delivered in Texas this week - and they definitely disagree on whether Tesla’s stainless-steel pickup will be a hit. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.

Dec 2, 202330 min

Santos, Powell, and Obesity Drugs

Nicole Mallikotakis, Republican Congresswoman from New York, joins to discuss the expulsion of George Santos from Congress. Joe Mathieu, host of Bloomberg’s “Sound On” and “Balance of Power,” joins to wrap George Santos’ expulsion from Congress, and Bloombeg Markets reporter Bailey Lipschultz discusses Fed Chair Jay Powell’s comments at Spelman College. George Hampton, President and CEO at Currax Pharmaceuticals, discusses the pharma industry, his company, biotech, and obesity development. Charlie Hernandez, CEO of MyPocketLawyer, joins to discuss how AI can be used a for profit tool to expand access to legal services and while serving as a benefit to the legal industry. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Dec 1, 202333 min

Kissinger, Musk, CRE, and AI

David Westin, host of Bloomberg TV and Radio’s “Wall Street Week,” joins to reflect on the life of Henry Kissinger. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss this afternoon’s unveiling of the Tesla cybertruck, as well as Elon Musk’s expletive to advertisers. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to follow up his discussion with us from earlier this year on opportunities he sees in real estate, huge investment he has in China, and then outlook for a hard landing. Abigail sticks around as a host for this block. Subha Tatavarti, Chief Technology Officer at Wipro, discusses AI development and outlook for the space amid recent chaos at OpenAI. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Nov 30, 202341 min

BONUS SPECIAL: The Legacy of Henry Kissinger

Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shaped his worldview, and his thoughts on the current state of global affairs. Listen here for that special conversation, in its entirety. See omnystudio.com/listener for privacy information.

Nov 30, 20231h 26m

Munis, Infrastructure, and Baby Bonds

Seán McCarthy, CEO at Build America Mutual, joins to discuss his business and opportunities in the muni bond market. Priya Misra, Portfolio Manager at JP Morgan Asset Management, returns to the show to talk about the outlook for interest rates and why she’s in the hard landing camp. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds and fixed income investing. Erick Russell, Treasurer of the state of Connecticut, joins to discuss taking office this year, pension funds, managing state finances, and the state’s baby bonds program. Hosted by Paul Sweeney and Jennifer Ryan.See omnystudio.com/listener for privacy information.

Nov 29, 202339 min

Special Report: Berkshire Hathaway's Charles Munger Dies at 99

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.

Nov 28, 202315 min

Private Credit, IPOs, and Washington

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to discuss potential 2024 IPOs, including Reddit, Shein, and SKIMS. Neil Hennessy, Hennessy Advisors Chief Strategist, joins to discuss markets, mid-caps, and gives his stock picks and eco outlook. Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss Washington’s response to Israel, foreign aid, and another shutdown showdown, as well as other DC issues. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Nov 28, 202338 min

Israel, Markets, and a Possible Recession

Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of a critical presidential election year. Katy Kaminski, Chief Research Strategist at AlphaSimplex, and whose fund returned nearly 36% to investors last year, joins to discuss markets and investing strategies. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to discuss the outlook for equities and a US recession, after Deutsche Bank called for the S&P to finish at 5,100 in December 2024. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Nov 27, 202334 min

Retailers, Vendors, and Gambling

Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIVE!, joins to discuss jobs in the hospitality industry and outlook for the company and the hospitality space. Charles Gillespie, CEO at Gambling.com (NASDAQ: GAMB), joins to discuss his company’s earnings and outlook for sports gambling as we head into peak NFL and college football season, and the NFL’s first Black Friday game ever. Tom McGee, CEO of ICSC, discusses Black Friday and holiday spending retail projections. Hosted by Paul Sweeney and Carol Massar.See omnystudio.com/listener for privacy information.

Nov 24, 202334 min

Hostage Deal, OpenAI Saga, and Deere Earnings

Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the hostage deal between Israel and Hamas. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the saga at OpenAI as Sam Altman returns as CEO. Bloomberg Technology host Ed Ludlow also joins. Sri Kumar, President at Sri-Kumar Global Strategies, joins to preview the FOMC meeting and gives his outlook for the economy. Chris Ciolino, Industrials Analyst with Bloomberg Intelligence, discusses Deere’s earnings miss. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Nov 22, 202338 min

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Investor Solutions, joins to discuss the firms’ Capital Market Assumptions report and outlook for a soft landing in the US. Ed Harrison, Senior Editor at Bloomberg News and author of the “Everything Risk” column and Liz McCormick, Chief Correspondent of Macro Markets at Bloomberg News, join for a roundtable discussion on risk assets, the 20-year-bond treasury auction, and outlook for bond and equity markets. Matt Sigel, Head of Digital Assets at VanEck, joins to discuss the Wall Street Journal report on Binance CEO CZ Zhao agreeing to step down and plead guilty. Hosted by Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

Nov 21, 202331 min

OpenAI and Microsoft, Bitcoin, and Planes

Ed Ludlow, host of Bloomberg Technology, joins to talk about OpenAI, Sam Altman, Microsoft, and the events that unfolded this weekend. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, also joins, to discuss how this impact the opportunity for other AI models. Jim Anderson, CEO and Beacon Software and former CEO of Social Flow, joins to discuss his opinion on “slowing down” AI, the effects AI has on technologies like Cruise, and other views on Ai and Elon Musk. Matt Sigel, Heads of Digital Assets Research at VanEck, joins to discuss Wall Street’s bullish outlook on Bitcoin ETFs and how the Argentinian election could impact Bitcoin prices and risk assets. Ali Ben Lmadani, CEO of ABL Aviation, discusses the Dubai Air Show and airline industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 20, 202337 min

Bonus: Hot Pursuit! Talks Hybrids vs. EVs and All Things Audi

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.

Nov 18, 202325 min

A US Recession and Retail Report

Chris Campbell, Chief Strategist at Kroll, discusses his outlook for the US economy and potential for a recession amid this week’s government shutdown. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the electric Kia Sorrento. Norma Chu, CEO of DayDayCook (NYSE: DDC), joins to discuss her company going public this morning and industry and consumer outlook. Dana Telsey, CEO and Chief Research Officer at The Telsey Group, joins to discuss retail sales data from this week and retail stocks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 17, 202334 min

FDIC Deposits and Media Overview

Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the FDIC set to approve a plan for refilling deposit insurance funds, and how big banks will be saddled with the tab. Dr. Helen Sabzevari, CEO of Precigen (NASDAQ: PGEN), joins to discuss drug development, including weight loss drug development, cancer, and other health treatments. Brian Stelter, special correspondent for Vanity Fair, former CNN correspondent, and producer on Apple TV’s “The Morning Show,” discusses his book “Network of Lies." Laura Martin, Managing Director at Needham, joins to discuss her contrarian bearish take on Meta stock, outlook for Apple, and outlook for Disney. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 16, 202338 min

SpaceX Spinoff and Rates Outlook

Ed Ludlow, host of Bloomberg Technology, joins to discuss SpaceX potentially spinning off Starlink. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession in Europe. Chris Whalen, Chairman at Whalen Global Advisors, joins to discuss the outlook for Fed rate cuts, inflation in the US, deflation concerns, and concerns of the Fed breaking something. Tina Marriott Larson, COO and President at Recursion Pharmaceuticals (NASDAQ: RXRX), joins to discuss her company’s recent performance, outlook for the biopharma space and its new notable investor, Cathie Wood. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 15, 202337 min

Potential Shutdown and Drug Development

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how Treasuries might react to a government shutdown on Friday. Michael Shah, Pharma Analyst with Bloomberg Intelligence, joins to discuss Novo Nordisk, Ozempic, and the weight loss drug push. Jake Saper, Emergence Capital General Partner, joins to talk about investment strategies, tech, and markets. Jereme Sylvain, CFO at DexCom (NASDAQ: DXCM), joins to discuss company earnings, its initiatives in healthcare and specifically for diabetes, and outlook for the firm and industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 14, 202336 min

Government Shutdown, Real Estate, and Tesla

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown and President Biden’s meeting with Chinese President Xi Jinping. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss his tech outlook for 2024 and his views on Tesla and its cybertruck. Margaret McKnight, Partner and Head of Real Estate Portfolio Solutions at StepStone Group (NASDAQ: STEP), joins to talk real estate and investing. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, joins to talk markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 13, 202337 min

Bonus Episode: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.

Nov 12, 202332 min

Introducing: Elon, Inc.

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts.See omnystudio.com/listener for privacy information.

Nov 11, 20230 min

Jay Powell, Polestar, Markets, and Veterans

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to talk about the eco impact of a government shutdown, the balance of power in the Senate, and impact on the economy and legislation. Mick Mulroy, co-founder of the Lobo Institute, former CIA paramilitary officer, and marine, joins to discuss the latest on the war in Israel, the war in Ukraine, and 248 years of US Marines. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss the outlook for markets and the economy. Matt Miller and Guy Johnson interview Polestar CEO Thomas Ingenlath on the company’s new models and outlook for EVs for our “What is Matt Miller Driving?” segment. Hosted by Matt Miller and Molly Smith.See omnystudio.com/listener for privacy information.

Nov 10, 202336 min

ETFs, Disney, and CRE

David Bahnsen, founder and Chief Investment Officer at The Bahnsen Group, joins to talk about markets, stock picks, and the launch of his new ETF, the TBG Dividend Focus ETF. Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, joins to talk about the Hollywood strikes ending and Disney earnings. Francis Oh, Head of AI ETFs at Qraft Technologies, and Young Choi, Director at LG AI Research, joins to discuss the launch of their NYSE-listed AI ETF and outlook for artificial intelligence. Igal Namdar, founder at Namdar Realty Group, joins to discuss his strategy buying struggling malls, the legal battles it invites, and outlook for real estate, distressed debt, and the overall CRE sector. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Nov 9, 202333 min