Bloomberg Intelligence

Richard Bourke, Senior Analyst of Basic Materials with Bloomberg Intelligence, joins us to discuss US Steel reviewing strategic options after rejecting a takeover offer. Dan Ives, Senior Equity Analyst at WedBush Securities, joins us from Crete to round up the tech stocks post-earnings and give outlook for the coming quarters. Manuela Tobias, Economy and Government reporter with Bloomberg News, discusses the market moves in Argentina after the surprise election result. Tom Orlik, Chief Economist with Bloomberg Economics, joins to discuss the mounting economic pressures in China, from wealth management, to real estate, and to hedge funds. Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss the first SEC deadline to approve/disapprove of Blackrock’s Bitcoin ETF. Matt Palazola, Senior Property & Casualty Insurance Analyst with Bloomberg Intelligence, joins to discuss insured losses from the Hawaii wildfires. Jay Vijayan, former Tesla Chief Information Officer and now the founder and CEO of Tekion, a tech company that provides car dealerships with software to simplify buying, discusses his company and outlook for the industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg's Matt Miller and Simone Foxman discuss Attorney General Merrick Garland appointing a special counsel to oversee the ongoing criminal investigation into President Joe Biden’s son over his taxes, a major development after a controversial plea deal reached by Hunter Biden fell apart in court last month. They speak with Bloomberg Law host June Grasso, Bloomberg News political reporter Ryan Teague Beckwith and former Watergate prosecutor Nick Ackerman. See omnystudio.com/listener for privacy information.

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. George Royeca, CEO of Angkas, discusses his company being the “Uber of motorcycles” in the Philippines and outlook for consumers in Asia and globally. Bloomberg News Detroit Bureau Chief David Welch joins to discuss Matt Miller driving the 2023 Chevrolet Colorado Z71 crew cab. Mark Dixon, CEO of IWG (OTC: IWGFF), joins to discuss return to office and outlook for real estate. Howard Chua-Eoan, International Editor with Bloomberg Opinion, joins to discuss President Biden’s comments about Xi Jinping. Hayden Brown, CEO of Upwork (NASDAQ: UPWK), joins to discuss remote work and the freelance job market. Lisa Donahue, co-head of Americas and Asia at global consultancy firm AlixPartners, joins to discuss markets and the global economy. Nick Akerman, former assistant special Watergate prosecutor, joins to talk about Hunter Biden and an assigned special counsel. Hosted by Matt Miller and Simone Foxman.See omnystudio.com/listener for privacy information.

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for Bloomberg Businessweek, joins to talk about the Pebble Beach Concours d’Elegance car auction and Monterey Car Week. Janet Lorin, Higher Education reporter with Bloomberg News, joins to discuss her story this morning on university endowment gains getting eaten up by inflation. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss Disney, media and tech earnings, plus Netflix and the streamers and advertising agency space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector is headed for a “double dip recession.” Phil Palumbo, CEO and Founder of Palumbo Wealth Management, joins the program to discuss outlook for the economy and gives his stock picks. General Motors President Mark Reuss joins our Matt Miller for a conversation on his company and the industry. Detroit Bureau Chief for Bloomberg News David Welch joins us to debrief our interview with Mark Reuss and discuss electric vehicles. Ann Hand, CEO at Super League Gaming (NASDAQ: SLGG), joins to break down Roblox earnings and discusses immersive gaming outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody’s credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and investing and the launch of her new ETF today. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss how the markets are pricing in the Fed’s possible last rate hike of its aggressive tightening campaign. Michael Shah, Senior Industry Analyst with Bloomberg Intelligence, discusses Danish company Novo Nordisk A/S after its obesity drug cut heart risks in a major trial, as well as other biotech news. Ryan Lockwood, CFO of CarParts.com (NASDAQ: PRTS), joins to discuss earnings and outlook for consumers and his company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sachs and other Wall Street stories. David Katz, President and CIO at Matrix Asset Advisors, joins the program to talk markets and give his stock picks for 2023. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss stocks he thinks will perform well in the second half of 2023. Natalie Wong, Real Estate Reporter with Bloomberg News, joins to discuss her story on property loans becoming so unappealing that banks want to dump them. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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.

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh discuss a slew of big tech earnings, including Alphabet and Microsoft yesterday, as well as Snap, Meta today, and Amazon next week. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Alex Chaloff, CIO at Bernstein Private Wealth Management, joins to talk about markets and investing on Fed Day. Alison Williams, Senior Global Banks and Asset Managers Analyst, joins to discuss Deutsche Bank earnings, Wells Fargo’s share buyback and dividend increase announcement, and overall banking health. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Lydia Boussour, EY Parthenon Senior Economist, joins to break down the next FOMC move and if we’ve reached the end of the rate hike cycle. She also previews GDP on Thursday. Dana Peterson, Chief Economist at The Conference Board, joins to talk about the latest data on consumers from The Conference Board and gives her outlook for a US recession. Lee Klaskow, Sector head and Senior Analyst of Freight Transportation and Logistics at Bloomberg Intelligence, joins to discuss his note on the UPS Teamsters strike. Scott Caraher, Head of Senior Loans at Nuveen, joins to discuss loan activity in the US and credit quality amongst businesses and banks. Lisa Takeuchi Cullen, WGA East VP of film/TV/streaming, joins to discuss the writer’s and SAG-Aftra strike in Hollywood. Karen Ubelhart, Senior Analyst: Machinery with Bloomberg Intelligence, joins to break down General Electric earnings and gives her outlook for the company as it splits. Bahram Akradi, CEO at Life Time Group Holdings (NYSE: LTH), joins to discuss his company post-pandemic, earnings, and outlook for consumers and gym-goers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Michael McKee, International Economics and Policy correspondent with Bloomberg News, join to preview the Fed and central bank activity around the globe as well as a potential credit crunch. Dan Ives, Senior Equity Analyst with WedBush Securities, joins to discuss big tech earnings and what we learned from Tesla last week. Brooke Sutherland, Bloomberg Opinion columnist covering industrials, joins to preview 3M and GE earnings as well as stock performance, a manufacturing recession, and outlook for industrials in the US and supply-related issues amid tensions with China. Ann Miletti, Allspring Global Investment’s head of active equity, joins to talk about markets and investing strategies. Lindsay Dutch, REITs and Consumer Hardlines Analyst with Bloomberg Intelligence, joins to discuss the Barbie movie hit and how it’s supposed to affect Mattel’s stock, as well as Mattel stock moves ahead of their 2Q earnings report this week. Mark Gurman, Chief Correspondent – Tech and Apple with Bloomberg News, joins the program to discuss Apple aiming to keep iPhone shipments steady in 2023 and other Apple and tech stories. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Michael McKee, International Economics & Policy Correspondent with Bloomberg News, joins us to discuss what we can expect from the Fed next week and whether it will be the last hike of its historic tightening cycle. Wendy Schiller, professor at Brown University, joins us in studio to discuss the outlook for the 2024 presidential race. Cathy Seifert, director of research at CFRA, joins us to discuss Blackstone and BlackRock earnings. Gina Bolvin, President at Bolvin Wealth Management, returns after her January call in which she said the S&P would finish the year +15%, saying it would take all year to get there. She gives her latest market outlook. Evangelos Momios, Equity Analyst with Bloomberg Intelligence, joins us to break down credit card earnings from Capital One, Discover, and American Express. Josh Aviv, CEO at SparkCharge, discusses the competition for electric vehicle charging stations amid Tesla’s deal with GM and overall outlook for the market. Hosted by Madison Mills and Simone Foxman.See omnystudio.com/listener for privacy information.

Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Americas Managing Director and Senior Healthcare Services Equity Analyst, joins to talk about her healthcare services earnings preview and outlook for earnings season. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market, and his new book “The Edge.” Joe Mathieu, host of Bloomberg Radio’s “Sound On” and Bloomberg TV’s “Balance of Power,” joins to discuss the interview he and Annmarie Hordern had with 2024 presidential hopeful and former NJ governor Chris Christie. Mark Douglas, CEO at MNTN, joins to discuss Netflix earnings. Kevin Tynan, Senior Automotive Analyst with Bloomberg Intelligence, joins us to wrap Tesla and Carvana earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with Bloomberg Intelligence, joins to talk about mortgage rates, housing starts, and accumulating corporate office debt. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview Berkshire, discuss investing for the ultra-wealthy and gives his market and economic outlook. Rob Brown, CEO at Lincoln international, joins us to give an overview of M&A activity in 2023 and offers his outlook for the second half. Pooja Kumra, European Rates Strategist with TD, joins to talk about UK CPI coming in lower than anticipated and core Euro-area inflation rising, and what it all means for European central banks. Ed Perks, CIO of Franklin Income Investors, joins the program to talk about markets and investing strategies. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and investing. Anneka Treon, Chief Economist at Van Lanschot Kempen, joins to give her global macro view and outlook for the US and global inflation. Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Chris Gibson, CEO at Recursion Pharmaceuticals, joins to discuss last week’s big stock jump on news Nvidia invested $50 million into his company. Hosted by Paul Sweeney and Madison Mills. See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of the big banks and regionals. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins us to preview Netflix earnings, talk Disney’s strategy and outlook under Bob Iger, Paramount’s Mission Impossible miss, and the Hollywood strike’s impact on TV, streaming, and movies. Bloomberg Washington correspondent Annmarie Hordern sits down with Treasury Secretary Janet Yellen for an exclusive interview from the G20 summit in India. Enda Curran, global economy reporter with Bloomberg News, joins to discuss Annmarie Hordern’s exclusive interview with Janet Yellen and China eco data from last night. Julie Gorte, Senior VP for Sustainable Investing at Impax Asset Management, joins to discuss how record heat is affecting physical asset and which sectors and companies that are most at risk. Julie Swinehart, Chief Future Officer at Fenway Sports Group, discusses initiatives for FSG, women leadership, outlook for the sports industry and baseball. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. Louis Fed. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Janet Lorin, higher ed finance reporter with Bloomberg News, joins to talk about President Biden’s today to forgive more student loans. Aoifinn Devitt, CIO at Moneta, joins the program to break down inflation data from this week and discusses markets and investing. Dr. Luisa Moreno, President of Defense Metals Corp., discusses the significance of China banning rate earth exports and how it affects the US and production around the globe. Tiger Tyagarajan, CEO of Genpact (NYSE: G), discusses his company and AI’s emergence in the market and company strategy. He can also speak to the business environment in a key emerging market: India. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei’s 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger’s extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. 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. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down the Fed’s next move after the June CPI reading. Greg Friedman, CEO of Peachtree Group, discusses commercial real estate. John Authers, Senior Editor with Bloomberg Opinion, joins to talk about the June CPI and outlook for the Fed and the economy. Selma Hepp, Chief Economist at CoreLogic, joins to discuss the latest CoreLogic Home Price Index and MBA Mortgage applications. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss proposed capital requirements from Fed Vice Chair Michael Barr and previews bank earnings. John Butler, Senior TMT analyst with Bloomberg Intelligence, joins to discuss telecom and media. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation. Bloomberg host Kailey Leinz joins us from Washington to give us the latest on the LIV Golf Senate hearing and what lawmakers are saying. Martha Heller, CEO and founder of Heller Search Associates, discusses open tech roles and outlook for tech hiring amid a softening jobs report and economic uncertainty ahead. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Eddie Van Der Walt, Deputy Managing Editor of the Markets Live team with Bloomberg News, and Chris Condon, US Treasury Reporter with Bloomberg News, also joins to discuss Janet Yellen’s four-day visit to Beijing and political and economic implications of her trip. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her story on the Fed’s “QT Ghosts” and the risks of quantitative tightening. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk about Threads reaching 100 million users in just five days and what it all means for Twitter. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, joins to preview earnings season and outlook for inflation data. Hans Dau, CEO at Mitchell Madison Group, joins the show to break down deflationary trends in China and his comparison between 1980s Japan and today’s China economy, and why he’s compared the two in the past. He further talks about China’s outlook and the future of US-China economies relations. Andrew Chanin, CEO of ProcureAM, joins the show to talk about ETF investing and the “Procure Disaster Recovery Strategy ETF." Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who could feel the pain. The broader economy could also take a hit. Bloomberg's Denise Pellegrini has details in this special report. See omnystudio.com/listener for privacy information.

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Ben Emons, head of Fixed Income at NewEdge Wealth, joins to discuss jobs day, markets, and the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins us to discuss Thread and ChatGPT. He also discusses Day 1 of Threads. Julia Pollak, Chief Economist with ZipRecruiter, discusses the latest jobs numbers. 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. Kelly Gilblom, editor with Bloomberg News, join from LA to discuss the Big Take story on Mattel’s risky bet on Barbie. Hosted by Madison Mills and John Tucker.See omnystudio.com/listener for privacy information.

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, portfolio manager and chief strategist at Simplify Asset Management, joins the program to discuss sectors he likes and investing strategies. Mona Mohajan, Senior Investment Strategist with Edward Jones, gives her market outlook and discusses the possibility of a US recession in 2023. Bloomberg Intelligence senior analyst Mandeep Singh and Bloomberg Technology host Ed Ludlow join in a roundtable to break down Rivian and Meta. Ryan Fox, Corrugated Market Analyst with Bloomberg Intelligence, joins to discuss his recent note on “The Cardboard Box” recession. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins to talk about her column on student loan forgiveness. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Janet Lorin, Higher Ed Finance reporter with Bloomberg News, joins us in studio to discuss her piece on Harvard being targeted by a Massachusetts bill on legacy admissions. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Kriti Gupta, markets editor and host of Bloomberg Surveillance: Early Edition, joins to talk about the potential UPS strike. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed minutes and discusses the yield curve. Nimrit Kang, co-CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join in a roundtable on oil, global energy, OPEC+ cuts, and other notes they’re working on. Gerry Smith, Media Reporter with Bloomberg News, discusses Amazon weighing TV cost concerns and ESPN’s huge layoffs. Ward Bortz, ETF Portfolio Manager at Angel Oak, joins the program to discuss ETF outlook for the year and how it’s performing against the broader market. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Dana Peterson, Chief economist at the Conference Board, joins to discuss outlook for the Fed and markets. Todd Henderson, co-head of Global Real Estate for DWS, joins the program to discuss why he thinks there’s less pressure on commercial real estate than consensus views. JD Gardner, CIO and founder at Aptus Capital Advisors, joins to give his market view and outlook amid geopolitical uncertainty and interest rate uncertainty. Angela Stent, Senior Fellow at the Brookings institute and author of Putin's World: Russia Against the West and With the Rest, joins us to discuss the war in Ukraine and Vladimir Putin’s standing as a leader. David Carr, Senior Insights Manager with Similarweb (NYSE: SMWB) joins to discuss travel outlook in the US and abroad and trends we’re seeing this year as we move away from the pandemic. Marlize van Romburgh, editor-in-chief at Crunchbase, discusses AI and other tech trends affecting markets. Hosted by Jess Menton and Madison Mills.See omnystudio.com/listener for privacy information.

Kriti Gupta, markets reporter and host of Bloomberg Surveillance: Early Edition, joins the program to discuss her research on the Amazon-FTC case. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and sectors he likes right now. Bloomberg legal analyst June Grasso, political reporter Ryan Teague Beckwith, and higher education finance reporter Janet Lorin join for a roundtable to discuss the SCOTUS decisions on President Biden’s student loans plan and affirmative action. Retired four-star admiral of the US Navy Mike Rogers joins us to discuss the war in Ukraine and the latest on the attempted mutiny in Russia and what it means for Vladimir Putin's standing and leadership. Anna Wong, Chief US Economist with Bloomberg Economics, joins us to discuss her analysis of "Bidenomics," Fed speak from this week, and the last day of 2Q. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, and Mark Gurman, Chief Correspondent on Apple and Tech with Bloomberg News, join the program to talk about Apple’s historic $3 trillion valuation. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell’s comments from this week and the Banks’ Fed Stress Test and outlook for the big banks and regionals. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Jonathan Levin, Opinion Columnist with Bloomberg News, discusses his article on Carnival cruises and what he thinks it portends about 2Q earnings. Bloomberg Intelligence Senior Gaming and Lodging Analyst Brian Egger also joins, discussing Carnival and outlook for the industry. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Stacey Stevenson, CEO at Family Equality, discusses diversity hiring efforts and how they’ve been prioritized as businesses tighten spending and face challenging legislation from lawmakers. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company’s performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, chip curbs and outlook for Nvidia and others. Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and the Fed. Callie Cox, US Equity Analyst with eToro, joins the program to discuss markets and sectors she likes in 2023. Selma Hepp, Chief Economist at CoreLogic, joins to discuss new US home sales and her note the Case-Schiller Index. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to talk about the outlook for AI and tech as well as his recent note. Michaela Grimm, Senior Economist with Allianz, joins the program to talk about recent research on ageism in the workforce, the state of labor in Europe amid inflation, and the challenges facing pension reforms and labor market policy. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to discuss his note on the Amazon-FTC lawsuit and why he’s giving Amazon the early edge. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins us in studio to discuss Ford layoffs, Tesla and Rivian risks. Ankur Daga, CEO at Angara, discusses his company’s growth in the US, the jewelry industry in India and commodity pricing, particularly as it relates to diamond v. precious colored gemstones. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Leonid Bershidsky, columnist with Bloomberg Opinion, discusses the latest on Russia and what this weekend’s events mean for Vladimir Putin’s grip on power and the direction of the war. Maria Tadeo, European correspondent for Bloomberg News, also joins to discuss the reaction from European leaders. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he thinks will perform well in the second half of 2023. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss IBM acquiring Apptio as well as other tech notes he’s covering. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss PacWest and the state of regional banks after Ares Management bought PacWest’s $3.5 billion asset-backed loan portfolio. Jack Devine, CIA veteran and president/founding partner at The Arkin Group, joins to discuss the rebellion in Russia and outlook for Vladimir Putin, American intelligence, and the war in Ukraine. Zoe Peden, VC Partner at Ananda Impact Ventures, discusses trends in VC and outlook for venture capital in 2023. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Marcus Ashworth, columnist with Bloomberg Opinion, joins the program to discuss the Bank of England and outlook for the UK economy. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show in studio to discuss today’s Bit Take story on empty office buildings becoming a “debt time bomb." Matt Calkins, CEO at Appian (NASDAQ: APPN), joins to discuss his company’s performance, new A-I products and the impact of AI on tech, and outlook for the industry and artificial intelligence. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to discuss her notes on mortgage pressures from the Fed and breaks down this week’s housing data. Alfonso Peccatiello, author and founder of the Macro Compass, joins to discuss global economies and outlook for inflation after the latest Bank of England meeting. Rania Sedhom, Managing Partner at Sedhom Law Group, joins us in studio to discuss legal issues as it relates to work-from-home as well as non-competes and the role they play in media and the Tucker Carlson saga. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to discuss Ford getting $9.2 billion to catch up with China’s EV tech. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s rise, commodity outlook, the NASDAQ overbought condition, and his aluminum note. Keith Taylor, CFO at Equinix (NASDAQ: EQIX), joins the show to discuss digital infrastructure and how it’s operating amid varying economic headwinds in tech. Jeff Langbaum with Bloomberg Intelligence joins. Sevin Yeltekin, Dean of Simon Business School at the University of Rochester, joins the program to discuss monetary policy in the US, the regional banking crisis, and recent Fed moves and rhetoric. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Nick Akerman, former assistant Special Watergate prosecutor, discusses Hunter Biden and Donald Trump. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins the program to discuss Eli Lilly acquiring immune drug developer Dice. Matt Roe, Chief Revenue Officer at the auto lending enablement firm Open Lending, joins to discuss the auto market, car loans, and the credit crunch. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the Fed and its rate hike path. George Ferguson, Senior Aerospace and Defense Analyst from Bloomberg Intelligence, joins us to discuss the latest from the Paris Air Show. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Cava IPO and IPO market in 2023. Mick Mulroy, co-founder of the Lobo Institute and former deputy assistant Secretary of Defense for the Middle East at the Department of Defense, joins to discuss the meeting between Xi Jinping and US Secretary of State Antony Blinken and what it means for national security. He also discusses the war in Ukraine and the Titanic tour search. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them. Listen & Subscribe: Apple: apple.co/3NzkJda Spotify: spoti.fi/3Picljp Anywhere: bit.ly/3PiDrqKSee omnystudio.com/listener for privacy information.

Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins the program to talk about the Fed and outlook for a recession. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the recent retail sales, consumer strength, and inflation. Daniella Gilboa, co-founder and CEO of AIVF, an AI healthcare company, joins to discuss healthcare tech and IVF technologies, improving IVF success rates and increasing birth rates, and her companies goals, growth, and outlook. Gene Seroka, CEO at the Port of LA, joins us to discuss the West Coast Port labor deal. Erica Keswin, author and workplace strategist, joins to talk about work-from-home and remote work as well as NYC occupancy breaking 50% this week for the first time since the pandemic began. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Scott Levine, Senior Energy and Industry Analyst with Bloomberg Intelligence, joins us to discuss Patterson-UTI buying NexTier, creating a shale-services giant. Fernando Valle, Senior Analyst with Bloomberg Intelligence, also joins us remotely, discussing the Netherlands closing Europe’s biggest gas field and IEA saying oil demand will slow and how it will all impact gas prices. Alison Williams, Senior Global Banks & Asset Managers Analyst, and Neil Sipes, with Bloomberg Intelligence, join in a banking roundtable. Alison discusses Deutsche Bank’s drop in trade revenue, and Neil discusses Schwab’s 2Q revenue decline, and they weigh in on the impact of interest rates on the banking sector. Eric Lynch, Managing Director at Scharf Investments, joins to talk markets and investing strategies. Dr. Vania Stavrakeva, economics professor at London Business School, joins to break down the ECB decision and outlook for Europe and the UK. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down today’s retail sales. Connecticut Governor Ned Lamont joins the program to discuss a number of issues affecting his state and ahead of President Biden’s visit to the state on Friday. Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to talk about Kroger earnings. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and inflation. Tim O’Brien, Senior Editor with Bloomberg Opinion, discusses the federal indictment and arraignment of Donald Trump. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Bloomberg cross asset reporter Katie Greifeld also joins. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for rate hikes in the US. Michael Shah, Senior Industry Pharma Analyst with Bloomberg Intelligence, joins to discuss his research on the obesity drug battle. Gina Martin Adams, Chief US Equity Analyst for Bloomberg Intelligence, joins the program to talk about her note on the Russell 2000 and the market impact of a Fed pause. Geoff Phipps, Trading Strategist and Portfolio Manager at Picton Asset Management, joins to discuss markets and the Fed. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rates, and Treasuries. Wendy Schiller, Brown University professor of, joins to preview the indictment of former President Trump and its political implications. Bloomberg TV anchor Kailey Leinz also joins us from Miami. Chris Whalen, founder at Whalen Global Advisors, discusses CPI and a potential pause from the Fed, its impact on the banking industry, and shares his thoughts on AI and Nvidia. Lydia Boussour, EY Parthenon Chief Economist, joins us in studio for a discussion on CPI and outlook for the US economy and inflation in the US. Tim Pagliara, CIO at CapWealth, joins to give his stock picks and discusses his outlook for markets. Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins the program to discuss inflation in the US and globally as well as her notes on central bank activity around the globe. Scott Baxter, CEO at Kontoor Brands (NYSE: KBT), joins to discuss his company and outlook for performance and consumer trends. Sean Kerins, CEO at Arrow Electronics (NYSE: ARW), joins to discuss his company and tech outlook. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Nick Akerman, former assistant Special Watergate prosecutor, discusses the Trump Indictment. Bloomberg Washington correspondent Annmarie Hordern also joins. Aoifinn Devitt, CIO at Moneta, joins the program to discuss markets and investing. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss the NASDAQ-Adenza deal. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about oil traders defying Saudi Arabia, Exxon and the Dow, and OPEC+ cuts and outlook for WTI. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he likes in 2023 and how he expects inflation to affect stocks. Jennifer Rie, Senior Litigation Analyst – Antitrust with Bloomberg Intelligence, joins to discuss the latest on Microsoft-Activision. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast. On Apple: apple.co/45Oio52 On Spotify: spoti.fi/3NdBTM7 On Stitcher: bit.ly/45MmtGW Anywhere: bit.ly/3oODwaOSee omnystudio.com/listener for privacy information.

Bloomberg's June Grasso and Annmarie Hordern break down the latest in the indictment of former President Donald Trump. Plus, Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023See omnystudio.com/listener for privacy information.

Raj Dhanda, Partner and Global Head of Wealth Management at Ares Wealth Management, joins the program to give his market outlook and discusses eco risks in the US, as well as Ares’ new private credit fund launched in April. Brian Egger, Senior Gaming & Lodging Analyst with Bloomberg Intelligence, joins to discuss his mid-year outlook for lodging and other travel and cruise stocks. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS. Bloomberg’s Emily Chang joins us to discuss her new show “The Circuit” on Bloomberg Originals. Joe Mazzola, Managing Director of Trading Education at Charles Schwab, joins to discuss his panel today, investing strategies, and popular names on the May Investor Movement Index. Retired four-star admiral of the US Navy Mike Rogers joins us from the Bloomberg Invest conference to discuss the war in Ukraine and the start of the Ukrainian counteroffensive, US and Western geopolitical strategy, and other global conflict concerns. Anna Wong, Chief US Economist with Bloomberg Economist, joins to discuss US Jobless Claims surging, homeowner equity loss, and outlook for a recession. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.