PLAY PODCASTS
Bloomberg Intelligence

Bloomberg Intelligence

3,442 episodes — Page 19 of 69

Israel and Gaza, Choice Hotels, and Bank Earnings

Galit Altstein, Israel economy and government reporter for Bloomberg News, joins to discuss President Biden’s speech in Israel. Chris Whalen, Chairman at Whalen Global Advisors, joins to wrap bank earnings and Fed speak and offers his outlook for the banks, US consumers, and US economy. Pat Pacious, CEO at Choice Hotels (NYSE: CHH), joins to discuss growth for his company a day after their bid for Wyndham was rejected. Amit Kumar, CIO at Param Hansa Values, joins to offer single stock analysis and discusses market risks. Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the broader impact of the tragic hospital explosion in Gaza and how it impacts President Biden’s visit. Mick Mulroy, co-founder of the Lobo Institute and former CIA paramilitary officer, joins to provide his analysis of the explosion at the hospital in Gaza. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 18, 202353 min

Banks, Israel, Retail, and Choice Hotels

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise Financial, joins to discuss markets and outlook for the economy amid geopolitical uncertainty. Henry Meyer, reporter for Bloomberg News based in Tel Aviv, joins to discuss President Biden’s trip to Israel, US Secretary of State Antony Blinken’s diplomatic efforts, and a potential for a broader conflict. Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss consumer health and retail purchases. Donna Blair, COO for national mall owner Pacific Retail Capital Partners, joins to discuss retail, outlook for malls, and consumer health. Jody Lurie, credit analyst with Bloomberg Intelligence, joins to discuss Choice Hotels and Wyndham. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 17, 202354 min

Israel, the Fed, IPOs, and Fintech

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discusses American diplomacy. Ed Ludlow, host of Bloomberg Technology, joins to talk about slowing Apple iPhone sales in China. Michael Weisz, CEO and president at Yieldstreet, discusses market response to geopolitical uncertainty and his outlook for the year. Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the war between Israel and Hamas, options for the people of Gaza, and Egypt’s potential role. Kati Penney, Head of Corporate Transactions Practice at Cross Country Consulting, joins to discuss public offerings this year amid increased cost of capital, the latest Birkenstock IPO and its broader impact, and how it could all be affected by a government shutdown. Brian Hyndman, CEO at Blue Ocean Technologies, discusses his company, overnight trading, and his outlook for electronic trading platforms. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 16, 202350 min

Markets, Banks, and M&A

Matthew Jessup CEO and Managing Partner with Jessup Wealth Management, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Brad McMillan, CIO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down big bank earnings. Jared Dillian, investment strategist at Mauldin Economics and editor at The Daily Dirtnap, author, also a former Bloomberg Opinion columnist, joins to talk markets, the Fed and inflation, and geopolitical risks. Jennifer Rie, Senior Legal Analyst: Antitrust with Bloomberg Intelligence, joins to discuss several corporate takeovers, including Kroger-Albertsons, Microsoft-Activision, and Exxon-Pioneer. Karen McColl, Senior Vice President of Wealth Management at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Sam Millette, director of Fixed Income at Commonwealth, joins to discuss joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 13, 202353 min

CPI, Financial Advising, and DC Latest

Trap Kloman, President and COO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss the Commonwealth Conference in Denver and other investing topics. Vance Barse, Wealth Strategist and Founder at Your Dedicated Fiduciary, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Wendy Schiller, at Brown University, joins to discuss the latest on the vacant House Speaker and the Biden admin’s response to the war in Israel. Hessam Nadji, CEO at Marcus & Millichap (NYSE: MMI), joins to discuss real estate, mortgage rates, and commercial real estate. Shelby Trinkino, Certified Financial Planner with Independent Wealth Strategies, joins us from the Commonwealth Financial Network 2023 National Conference to discuss her advising team and strategies. Peter Essele, Senior Vice President of Investment Management and Research at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss financial advising and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 12, 202354 min

Israel, Exxon, and House Speaker

Khaled Elgindy, Senior Fellow at the Middle East Institute, joins to discuss the war in Israel, offering perspective on Palestinian politics and contextualizing the conflict from various angles. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss the Exxon-Pioneer merger. He can also discuss the impact of the war in Israel on energy markets. Kara Murphy, CIO at Kestra Investment Management, discusses market responses to geopolitical uncertainty, PPI, and outlook for CPI. Nathan Dean, Senior Government Analyst with Bloomberg Intelligence, joins the latest on the vacant House Speaker and how it affects policy and foreign aid amid geopolitical risks. Galit Altstein, reporter with Bloomberg News, joins from Tel Aviv to give us the latest reporting on the ground today. Max Abelson, reporter with Bloomberg News, joins to discuss his new Businessweek show on Bloomberg Originals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 11, 202348 min

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins us from Tel Aviv to discuss the latest on the Israel-Hamas war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the bond market rout and Fed speak from yesterday. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Sam Dagher, reporter on Saudi Arabia with Bloomberg News, joins from Dubai to talk about the break down in a potential deal between Saudia Arabia and Israel, why Hamas may have seen that as a threat, and the geopolitical risks that come as a result. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss the impact on oil amid the war in Israel and his note on Chevron being most exposed in Israel attacks. He can also get into the Exxon-Pioneer potential deal. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 10, 202346 min

Israel, Geopolitical Risks, and Market Response

Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Mathieson, News Director: EMEA with Bloomberg News, joins to discuss the geopolitical threats in Europe and other regions amid the war in Israel. Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss the latest on the war in Israel. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, joins to discuss the oil reactions to the conflict in Israel and outlook for energy markets. Jack Devine, CIA veteran and president/founding partner at the Arkin Group, joins to discuss the latest on the war in Israel. Quincy Krosby, Chief Market Strategist with LPL Financial, joins to discuss the global economic impact and risks amid the war in Israel. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 9, 202356 min

Jobs, Hiring, Tech, and Real Estate

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the latest September jobs numbers. Tom Gimbel, CEO at LaSalle Network, joins to break down the September Jobs report. Ellis Phifer, Managing Director in Fixed Income Research at Raymond James, joins to discuss the bond market and outlook for a recession. John Fish, CEO of Suffolk Construction and Chair of the Real Estate Roundtable, talks about the latest developments in housing, including costs, mortgage interest rates, and construction supply. Javier Palomarez, President and CEO of US Hispanic Business Council (USHBC), joins to talk about Hispanic employment and business opportunities. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Oct 6, 202343 min

Fed, Labor, and Real Estate

Abigail Ross Hooper, President and CEO of the Solar Energy Industries Association talks renewable energy. Selma Hepp, chief economist at CoreLogic, joins to talk real estate and the housing market. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 5, 202325 min

Markets, Real Estate, and Homebuilding (Podcast)

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about investing strategies, commodity markets, and what his models are signaling about a recession and soft landing. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Margie Patel, Senior Portoflio Manager at AllSpring Global Investments, joins to discuss markets and investing strategies. Bryan Fairbanks, CEO at TREX (NYSE: TREX), discussing homebuilding and business operations amid rise in cost of capital. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 4, 202341 min

Stocks, Markets, and the Bond Market

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Officer at Verdence, joins the show to talk about markets, investing, and his outlook for the economy. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the cannabis industry and how his company is navigating current economic conditions. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Oct 3, 202331 min

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS. Hosted by John Tucker, Bailey Lipschultz and Carol Massar. See omnystudio.com/listener for privacy information.

Oct 2, 202357 min

Markets, Digital Assets, and Goldilocks

Jon Hirtle, Executive Chariman at Hirtle Callaghan & Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the digital asset space, and the SEC. Nimrit Kang, co-CIO and Senior PM at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 29, 202329 min

Banking, Cybersecurity, and Green Investing

Rob Holmes, CEO of Texas Capital Bank, joins to discuss his business and state of the banking industry. Liz Young, Head of Investment Strategies at SoFi, joins to talk about market strategies and gives her investment outlook. Dr. Lis Castillo Nelis, Biodiversity and Ecosystems Senior Manager at Ramboll, joins to discuss green investments, its strengths and controversies, and where it stands following climate week. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, joins to talk markets and investing strategies and gives his outlook for a US recession. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 28, 202334 min

Markets, EMEA, Real Estate, and Work-from-Home

Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook. Jackie Bowie, Managing Partner and Head of EMEA at Chatham Financial, joins to discuss the outlook for recession in Europe and other parts of the globe and resiliency in the US. Callie Cox, US investment analyst with eToro, joins to talk about markets and investing strategies. Odeta Kushi, Deputy Chief Economist at First American, joins to discuss the housing market and outlook for rates and the economy. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins to discuss commodities, metals, and crypto. Eileen Mullaney, workforce transformation lead at Vialto Partner’s discussing the company’s latest findings on labor and work-from-office trends. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 27, 202349 min

JP Morgan, the Fed, and UAW (Podcast)

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the Jamaican government, joins to discuss Jamaica’s rare credit upgrade and outlook for the country’s finances. Gary Shilling, president at A. Gary Shilling & Co., joins to discuss his outlook for markets, the Fed, and rate hikes. Tim Duy, Chief US Economist at SGH Macro Advisors, joins to discuss the Fed’s most recent decisions and outlook for the economy. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 26, 202354 min

Shutdown, Fed, Amazon, and Real Estate

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, discusses the impact of a potential government shutdown. Lydia Boussour, EY Parthenon Senior Economist focusing on the US, joins to discuss the Fed, the outlook for inflation, and the outlook for rate hikes and a recession. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Anurag Rana, Senior Tech Analyst with Bloomberg News, joins to talk about Amazon’s acquisition of AI startup Anthropic. AWS CEO Adam Selipsky joins Bloomberg Technology to discuss Amazon’s AI acquisition. Lisa Sturtevant, Chief Economist at Bright MLS, joins to talk about real estate and interest rates. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 25, 202353 min

UAW, EVs, Med Tech, and Microsoft

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the autoworkers strike. Navaid Alam, president and CEO at EVelution, joins to discuss electric vehicle battery materials and EV development. Ankur Daga, CEO of Angara.com, discusses the impact of the G-7 banning Russia diamond imports and other stories in the space. Matt Henriksson, Senior Equity Analyst covering medical technology with Bloomberg Intelligence, joins to discuss Boston Scientific (NYSE: BSX) investor day and new med tech products. Jennifer Rie, Senior Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the latest on Microsoft-Activision. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 22, 202343 min

Murdoch, Fed, Cisco, and UAW Strike

Media analyst and Harvard Fellow Brian Stelter joins to discuss Rupert Murdoch stepping down as the head of News Corp. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for a soft landing after the Fed’s latest move. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation, the Fed, and why Europe could face a deep recession. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, discusses the Cisco-Splunk deal. Laura Martin, managing director at Needham, joins to talk cable news, media, and Disney. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 21, 202352 min

Green Investing, The Fed, and Real Estate

Jeff Chamberlain, CEO at Volta, joins to discuss EV battery development, energy technologies, storage, and investments, and the historic shift in energy that he believes is on the horizon. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to preview Jay Powell’s presser on Fed Day. Joanna Gallegos, co-founder of BondBloxx, discusses ETF flows and investing strategies. Kyle Kazan CEO at Glass House (OTC: GLASF), joins to talk the marijuana industry and his company. Selma Hepp, Chief Economist at CoreLogic, discusses recent real estate data and outlook for the housing market. Ian Simm, CEO at Impax Asset Management, joins to discuss how record heat is affecting physical asset and which sectors and companies that are most at risk. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 20, 202352 min

Nuclear, Oil, UNGA, and Insurance (Podcast)

Seth Grae, CEO of Lightbridge Corporation (NASDAQ: LTBR), joins to discuss nuclear energy initiatives and outlook for alternative energy. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market amid rising gas prices. He also discusses how energy is closely related to the war in Ukraine and his new book “The Edge.” Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to talk about risk mitigation, how climate change is impacting the insurance industry, and outlook for the space. Joe Mysak, editor of the Bloomberg Municipal Brief, joins to discuss his Businessweek piece on the “Most Famous Fictional Bond Trader." European Investment Bank President Werner Hoyer joins to speak about economies across Europe and outlook for inflation, stagflation, and a recession across the continent. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 19, 202346 min

UAW, IPOs, Mercedes, and Maserati (Podcast)

Keith Naughton, Reporter with Bloomberg News, discusses the Big Take story on the UAW strike and where things currently stand with the strike. Chevron CEO Mike Wirth speaks with Alix Steel and Guy Johnson on BTV. Mercedes CEO Ola Kallenius speaks with Guy Johnson and Matt Miller. Nathan Dean, Senior US Policy Analyst at Bloomberg Intelligence, discusses higher capital requirements for banks and a potential government shutdown. Akshata Bailkeri, Head of Research at EquityZen, joins to discuss the IPO market after Arm’s massive start and if it can lead to a string of other companies going public. Davide Grasso, CEO at Maserati, joins to discuss his company and the industry. Kevin Tynan: Senior Analyst: Autos with Bloomberg Intelligence, joins to talk about the UAW strike. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 18, 20231h 0m

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.Listen and Subscribe on:Apple: apple.co/3Eyz9EXSpotify: spoti.fi/45IG5LRAnywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.

Sep 16, 20230 min

UAW, ABC, Signet, and Marijuana Investing (Podcast)

Bloomberg TV anchor David Westin interviews GM CEO Mary Barra on the UAW strike. Liam Denning, columnist with Bloomberg Opinion, discusses his column on the UAW strike, how the EV evolution plays a critical role, and the fate of the Big 3 automakers and its workers. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss a potential ABC Network acquisition, outlook for Disney, and the latest on WGA. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses the big year in private credit and what his firm is seeing in the space. Gina Drosos, CEO of Signet (NYSE: SIG), on earnings, company operations, and outlook and industry. Ed Coury, radio anchor and reporter with Bloomberg Radio, joins us from the Detroit Auto Show to give us the latest on the ground from the Motor City on the mood following the UAW strike, and what he’s seen at the Detroit Auto Show thus far. Todd Harrison, founding partner and CIO at CB1 Capital Management, discusses marijuana investing and outlook for the industry. Matt Hardigree, publisher with Autopian, joins to discuss the Porsche Carrera T that Matt Miller drove this week. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 15, 20231h 1m

UAW, ECB, Arm, and Casino Cyberattacks (Podcast)

David Welch, Detroit Bureau Chief for Bloomberg News, and Jordan Fabian, White House reporter for Bloomberg News, discuss the latest on the UAW potential strike and its political and economic implications. Richard Portes, professor at London Business School, joins to break down the ECB decision, outlook for next week’s BOE decision and Euro economy, and can dig into bank health after the bank collapses from earlier this year. Christine Mastandrea, COO at Whitestone REIT (NYSE: WSR), joins to discuss her REIT, interest rate hikes, and outlook for the sector. Andrew Silverman, Government Analyst – Tax Policy with Bloomberg Intelligence, discusses his coverage of the Arm Holdings IPO and how regulation is affecting the IPO market. Bloomberg Intelligence lead semiconductor analyst Kunjan Sobhani also joins. Brian Egger, Senior Gaming and Lodging Analyst with Bloomberg Intelligence, and Jody Lurie, Credit Analyst with BI, discuss the hackings of MGM Resorts and Caesar’s. Arm Holdings CEO joins Bloomberg TV’s Caroline Hyde to discuss the company’s IPO. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 14, 202354 min

Citi, Moderna, Arm, and AI

Alison Williams, Senior Analyst with Bloomberg Intelligence, and Sonali Basak, Global Corporate Finance reporter with Bloomberg News, discuss the Citi restructuring. Stephane Bancel, CEO of Moderna (NASDAQ: MRNA), joins us in studio to discusses Moderna’s R&D Day in NYC, a new flu shot from Moderna, and getting FDA approval for a new COVID jab amid an uptick in cases this summer. Ankur Crawford, Executive VP and Portfolio Manager at Alger, joins to talk markets and CPI. Bailey Lipschultz, reporter with Bloomberg News covering SPACs and IPOs, discusses Birkenstock IPO listing in the US. Kunjan Sobhani, Lead Semiconductor Analyst with Bloomberg Intelligence, talks about the Arm IPO. Brian King, CEO at LODAS Markets, joins to talk about investing, ETFs, and what LODAS markets does differently from other investment firms. Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s generative AI initiative, Firefly, and developments in the space amid the Senate’s AI Summit today. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 13, 202351 min

UAW, ECB, DHL, and Tor Hagen

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on the UAW possible strike. Monica Defend, head of Amundi Institute, the largest asset manager in Europe, joins to discuss stagflation in Europe and outlook for Euro and global economies. Richard Bourke, with Bloomberg Intelligence, joins to discuss how a potential autoworker strike in Detroit can take its toll on the steel industry. Mike Parra, CEO of DHL Express Americas, joins to discuss his company, costs from inflation and Fed tightening, and supply chain concerns. Barry DiRaimondo, founder of commercial real estate developer Steelwave, joins to talk commercial real estate concerns and pressures on real estate across the US. Tor Hagen, Chairman at Viking, joins to talk about the cruise industry and outlook for his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 12, 202353 min

Instacart, Volkswagen, Hostess, and Ad Tech

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the Instacart IPO. Rick Caruso, Chairman and founder at Caruso Affiliated Holdings, joins to talk about commercial real estate and outlook for the market and rates. Monica Raymunt, autos industry disruption reporter with Bloomberg News, joins to discuss today’s Big Take story, titled “Germany Frets Volkswagen is Heading Down the Road to Nowhere." Jessica Rabe, founder of DataTrek Research, joins to talk her comparison between skydiving and investing. Randall Atkins, CEO at Ramaco Resources (NASDAQ: METC), joins to talk about his company, energy, and commodities. Diana Rosero-Pena, Equity Research Analyst: Consumers with Bloomberg Intelligence, joins to talk about the J.M. Smucker-Hostess deal. Megan Clarken, CEO at Criteo (NASDAQ: CRTO), joins to discuss her company, ad tech, and outlook for the industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 11, 20231h 1m

Apple, Infrastructure, and Amer Sports IPO

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple’s upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to talk about single stock ETFs and other investments. Bloomberg Intelligence Analysts Jennifer Rie and Jen Bartashus talk about Kroger and Albertsons. Callie Cox, US Investment Analyst for eToro, discusses markets, investing news, and outlook for the economy. Catherine Lim, Senior Analyst: Consumer & Technology with Bloomberg Intelligence, discusses Amer Sports, the maker of Wilson tennis rackets and Salomon ski boots, plans for filing a US IPO. Michael Dean, Senior Euro Autos Analyst with Bloomberg Intelligence, joins to discuss the Aston Martin DBX. JJ Kinahan, CEO at IG North America, joins to talk trading strategies, markets, retail and options trading, and crypto. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Sep 8, 202358 min

Watch THE TAPE on YouTube

THE TAPE is now LIVE on YouTube. Watch Matt, Paul and the rest of the Bloomberg team LIVE every weekday from 10am-1pm ET. STREAM US LIVE HERE: bit.ly/45d19JI.See omnystudio.com/listener for privacy information.

Sep 8, 20230 min

Apple, FTX, Ford Mach-E, and Markets

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss China seeking to extend its ban on Apple iPhones. Ava Benny-Morrison, legal reporter with Bloomberg News joins to discuss former FTX executive Ryan Salame planning to plead guilty to criminal charges. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his latest column on markets and investing. Michael Sego, Mach-E Rally Marketing Manager, joins to discuss Ford’s EV initiatives and new products. Alexandre Ricard, CEO of Pernod Ricard, joins to discuss the outlook for his company and industry. Jawad Mian, Stray Reflections founder, joins to talk about his unconventional views on trading and offers his market outlook. Hosted by Matt Miller, Simone Foxman and Bailey Lipschultz.See omnystudio.com/listener for privacy information.

Sep 7, 202341 min

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics at London Business School, joins to discuss the ECB, outlook for eurozone inflation, and Germany’s economic slump and the return of the “sick man of Europe.” Steve Brown, Senior VP and Senior Portfolio Manager, Global Real Estate at American Century Investments, joins to talk about REITs. Bloomberg Intelligence Senior REITs Analyst Jeff Langbaum talks about WeWork’s strategic outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst: Global Energy with Bloomberg Intelligence, join to talk about the impact of international oil supply cuts and outlook for global energy and refining capacity. Elisabeth Behrmann, Team leader for Euro Autos for Bloomberg News, joins to discuss the $3 billion US battery plant brought together by the pact between Daimler Truck, Cummins, and Paccar. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 6, 202348 min

Oil, EVs, Arm IPO, and a Government Shutdown (Podcast)

Nathan Dean, Senior Analyst: US Government with Bloomberg Intelligence, joins to discuss hits notes on a potential government shutdown, marijuana legislation, and any updates on crypto legislation and the SALT tax. Eddie van der Walt, Markets Live Editor with Bloomberg News, joins to talk about the slowing services sector in China, Country Garden and property sector concerns, and inflation outlook in the euro zone and what it could mean for next week’s ECB decision. Bailey Lipschultz, markets reporter with Bloomberg News, joins us to break down the Arm IPO. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Russia and Saudi Arabia oil cuts, Brent Crude hitting $90 a barrel, a potential Chevron strike in Australia, and rising gas prices. Nakul Duggal, Qualcomm Senior VP and Automotive General Manager, joins us from the IAA Mobility Show Munich to talk about the conference, chip and car production post-pandemic and supply chain, and autonomous vehicles and AI. Katie Charleston, founder at Katie Charleston Law, joins to discuss legal concerns over AI as it relates to the Hollywood strike and other labor-related issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sep 5, 202353 min

Jobs Day, FTC, and Global Markets (Podcast)

Michael McKee, international economics and policy correspondent with Bloomberg News, and Alyce Andres, US interest rates and FX reporter with Bloomberg News, join to break down the jobs numbers and slew of economic data from this week, and what it all means for the Fed. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to talk about how markets are responding to the latest jobs report and outlook for investors. Julia Pollak, Chief US Economist at ZipRecruiter, joins to talk about the August jobs report. Tom Gimbel, CEO at LaSalle Network, joins to talk about hiring and jobs day. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to talk about the FTC’s settlement on the Amgen-Horizon deal. Eddie van der Walt, with Bloomberg News, joins to break down the US economy post-jobs numbers, China supporting its economy, and potential European stagflation. Hosted by Jess Menton, John Tucker, and Simone Foxman.See omnystudio.com/listener for privacy information.

Sep 1, 202348 min

Commodities, Bitcoin ETFs, and the Messi Effect (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, discusses the US losing the corn export battle and his call on gold. Greg Taylor, CIO at Purpose Investments, joins to talk about ETF flows and spot based Bitcoin ETFs. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on Tesla. Mark Douglas, CEO at MNTN, joins to discuss streaming wars, outlook for the ad and streaming industries, and the Messi Effect. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his recent column on investing, “Mind the Gap.” Anna Wong, Chief US Economist with Bloomberg Economics, discusses Core PCE inflation and other eco data from this week. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

Aug 31, 202351 min

GDP, Housing, Grayscale CEO, and VR Headsets (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to talk about second quarter GDP and other eco data and news. Odeta Kushi, Deputy Chief Economist at First American, discusses MBA Mortgage applications, new home sales, and the housing market. Grayscale CEO Michael Sonnenshein joins Bloomberg TV to discuss a US court ruling in its favor and against the SEC. James Seyffart, ETF Research Analyst with Bloomberg Intelligence, joins to debrief the Grayscale CEO interview. Ron Sanchez, Chief Investment Officer at Fiduciary Trust, joins to discuss second quarter GDP, outlook for the markets, and investing. Dan O’Brien, President of Americas at HTC, joins to discuss his company’s virtual reality headset, Apple’s foray into headsets, the AR/VR race, and the Metaverse. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Aug 30, 202353 min

Drug Prices, FDIC Rules, VinFast, and CoreLogic (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiations. Elliott Stein, Bloomberg Intelligence Senior Litigation Analyst, and Matt Sigel, Head of Digital Asset Research at VanEck, discuss the US court ruling against the SEC in the Grayscale ruling. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, discuss the FDIC proposing new debt rules. Stephanie Brinley, Associate Director of Research and Analysis at S&P Global, joins to talk about VinFast’s rapid rise to become the world’s third most valuable carmaker, VinFast’s place in the market, and their initiatives and plans. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about the impact of possible strikes at Chevron in Australia and other global energy market pressures and issues. Molly Boesel, Principal Economist at CoreLogic, discusses the latest findings in the CoreLogic Case-Shiller Home Price Index. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.

Aug 29, 202351 min

Commodities, Instacart, 3M, and Hawaiian Electric (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss commodities, gold, and outlook for the economy. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Instacart IPO, the general IPO space, and outlook for IPOs in 2023. Brooke Sutherland, industrials columnist for Bloomberg Opinion, joins to discuss the latest legal troubles for 3M. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to discuss his column on LA big business thriving. Sri Natarajan, Senior Reporter with Bloomberg News, joins to talk about Goldman Sachs offloading an investment advisory business aimed at the mass-affluent market. Jaimin Patel, Senior Analyst at Bloomberg Intelligence, joins us to discuss the credit outlook for Hawaiian Electric. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

Aug 28, 202350 min

Breaking Down Jackson Hole and Jay Powell (Podcast)

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market’s recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins to discuss sectors she likes and outlook for markets and a potential recession. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

Aug 25, 202329 min

GOP Debate, Nvidia, Russia, and Subway (Podcast)

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of Yevgeny Prigozhin. Bloomberg TV’s Joe Mathieu and Annmarie Hordern interview GOP presidential candidate Nikki Haley. Kunjan Sobhani, Lead Semiconductor Analyst with Bloomberg Intelligence, joins to break down Nvidia earnings. George Ferguson, with Bloomberg Intelligence, joins to discuss the Boeing 737 Max defect and American Airlines pilot deal. Jordan Lopez, Director at Payden & Rygel and Portfolio Manager of the Payden High Income Fund, joins to talk investing strategies and gives his market outlook. Hannah Elliott, staff writer with Bloomberg Businessweek, joins to talk about the BMW XM hybrid and its safety concerns and her recent publications from the Monterey Car Auction. Mike Halen, Senior Analyst: Restaurants with Bloomberg Intelligence, breaks down the sale of Subway. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 25, 20231h 5m

SEC, Mortgage Rates, Space, and CRE (Podcast)

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, mortgage rates, and housing affordability. Katherine Doherty, finance reporter with Bloomberg News, joins to discuss her story on the Bank of America trading desks grabbing market share. Loren Grush, Space Reporter with Bloomberg News, discusses India’s successful moon landing, Russia’s failed mission to the moon, Starship, and the upcoming Crew-7 mission. 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. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to discuss the “epic” opportunity he says in commercial real estate, the outlook for a hard landing, and what to expect from Jackson Hole. Abigail Doolittle with Bloomberg News also joins. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Aug 23, 202347 min

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

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.

Aug 22, 202354 min

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

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.

Aug 21, 20231h 4m

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

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.

Aug 18, 202356 min

China, Insurance and Hawaii, Walmart, and Banking

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.

Aug 17, 20231h 3m

San Francisco on the Rebound?

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.

Aug 17, 20239 min

Target, Preferred Stocks, Trump, and Mortgage Rates

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.

Aug 16, 202351 min

Trump, Home Depot, Retail Sales, and Maui (Podcast)

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.

Aug 15, 202359 min

BREAKING NEWS: Trump Indicted Again

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.

Aug 15, 20239 min