Bloomberg Intelligence

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.

Kristin Olson, Partner, Alternative Capital Markets at Goldman Sachs, joins to discuss investing strategies and gives her outlook for alternative markets as well as her panel at Bloomberg HQ this morning on “Positioning for a Recession.” Ann Miletti, AllSpring’s Head of Active Equity, joins to talk about markets and investing strategies on-site at Bloomberg HQ at our Invest conference. Coinbase CEO Brian Armstrong joins Bloomberg’s Sonali Basak to discuss the SEC lawsuit against the company. Liana Baker, US Deals Team Managing Editor with Bloomberg News, discusses her story on how the shocking LIV Golf-PGA deal came together yesterday. Marty Chavez, vice chairman and partner at Sixth Street Partners, joins to talk about the economy, outlook for markets, and recent bank turmoil. Marc Lasry, co-founder and CEO of Avenue Capital Group and former owner of the NBA’s Milwaukee Bucks, discuss money in sports, his upcoming panel with Jason Kelley of Bloomberg, the emergence and growth in Pickle Ball, and other eco issues inside and outside of sports. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Ben Harrison, Head of Wealth Solutions at BNY Mellon, joins to discuss business strategies, the panel he’s moderating, and Registered Investment Advisors (RIAs) going independent. Robin Vince, CEO at BNY Mellon, joins to talk about BNY Mellon and new technologies. Jim Crowley, Chief Executive Officer and Chair of the Executive Committee for Pershing, and Emily Schlosser, COO for Pershing, join the program to discuss their INSITE panel they hosted yesterday and latest tech developments from Pershing. They can discuss Pershing X unveiling its New Wove Wealth Management platform, and Emily can speak to Pershing X’s Simply, Scale, and Serve strategy for 2023. Ainslie Simmonds, Pershing X President, joins to talk about Pershing and BNY Mellon and 2023 strategy and goals. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

Noam Tasch, Head of Partnerships and Revenue at Pershing X, joins to discuss the Pershing X platform and talks about some of the new partnerships for the PX platform, some of which will be announced at INSITE. He joins us from the INISTE Conference in Orlando. Tonia Bottoms, Managing Director and Senior Managing Counsel for BNY Mellon; Diversity & Inclusion (D&I) Advocate for Pershing, joins to discuss diversity and inclusion in financial services, steps to improve it, and outlook for the industry. He joins us from the INSITE conference. Matt Brown, founder and CEO of CAIS, joins to discuss markets and investing from the INSITE conference in Orlando. Stephanie Pierce, CEO of Dreyfus, Mellon and ETFs at BNY Mellon, joins to talk about ETF flows and investing strategies, as well as Precision Direct Indexing. Phil Orlando, Chief Equity Strategist at Federated Hermes, joins the show from the INSITE conference to talk investing and gives his market outlook. 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 Treasuries and the Fed. Anurag Rana and Mandeep Singh, Senior Tech Analysts with Bloomberg Intelligence, joins to discuss Apple’s new headset and outlook for the technology. DC Reporter Justin Sink discusses Secretary State Anthony Blinken traveling to China in the coming weeks. Bloomberg TV anchor and Business of Sports host Scarlet Fu joins to discuss the latest on the PGA and LIV Golf, along with markets reporter Bailey Lipschultz. Alison Williams, Senior Industry Analyst with Bloomberg Intelligence, joins us in the NY studio to discuss her note on big US bank buybacks slowing amid eco and industry risks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Lisa Knee, Managing Partner of Real Estate at EisnerAmper, joins to talk about mortgage interest rates, outlook for the real estate sector, and a potential real estate credit crunch. Cam Crise and Vince Cignarella, Macro Strategists with Bloomberg News, join to discuss markets and the Fed. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the OPEC+ cut and outlook for oil as well as his note on crypto and Nvidia. Steven Oh, Head of Fixed Income at PineBridge Investments, talks about the economy, interest rates, and inflation. Nancy Kimelman, professor at Northeastern University, joins to discuss the debt ceiling resolution, if it will lead to a liquidity crunch, and paints the overall economic picture factoring in geopolitical, Federal Reserve, and market risks. Mandeep Singh and Anurag Rana, Senior Tech Analysts for Bloomberg Intelligence, join to discuss the Apple headset release and Twittead revenue decline. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market. Ben Emons, head of Fixed Income at NewEdge Wealth, discusses jobs day, markets, and the economy. Cara Brennan, Chief People Officer at Lattice, discusses hiring and how AI is beginning to play a role. Kristin Ceva, Managing Principal at Payden & Rygel, joins to discuss the latest on emerging markets. Hosted by Kriti Gupta, Simone Foxman, and Madison Mills.See omnystudio.com/listener for privacy information.

Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June rate hike. Brendan Ahern, CIO at KraneShares, discusses the markets and gives his stock picks. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, joins the show to discuss the equity market. Christina Roman, Consumer Education and Advocacy Manager at Experian, joins to discuss their recent findings on the ability of Gen Z and Millennials to be financially independent. Hosts: Paul Sweeney, Kriti Gupta, and Madison Mills. See omnystudio.com/listener for privacy information.

Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the program to talk about markets, outlook for the economy, and the upcoming June FOMC meeting. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Hosts: Paul Sweeney and Madison MillsSee omnystudio.com/listener for privacy information.

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive interview with the JPMorgan CEO. Here is his interview with Bloomberg's Stephen Engle. See omnystudio.com/listener for privacy information.

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Advisors, talks investing strategies and gives his outlook on the markets. Luisa Moreno, President of Defense Metal Corp., discusses the significance of China banning rare earth exports and how it affects production around the globe. Randall Atkins, founder and CEO at Ramaco Resources (NASDAQ: METC), joins the show to talk about outlook for the coal industry. Dr. Maureen Dunne, President and CEO at Autism Community Ventures, discusses healthcare investments and market pressures. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joins the discussion. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her Big Take story and the debt ceiling. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to break down the week in retail, earnings and company picks, and outlook for consumers. Beth Gerstein, CEO at Brilliant Earth (NASDAQ: BRLT), joins to discuss the wedding industry, diamond prices, and outlook for engagement/wedding season and consumer strength. Hosted by Kriti Gupta and Madison Mills.See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial intelligence and Microsoft’s initial A-I push. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins the show to break down Fed Minutes and the debt ceiling risks. Maria Tadeo, European correspondent for Bloomberg TV, discusses Germany entering a recession and her interview with a top Zelenskiy aid on the upcoming counteroffensive. BloTed Swimmer, Head of Capital Markets at Citizen Financial, joins to discuss markets and investing strategy. Marie Driscoll, Senior Analyst with Coresight Research, joins to break down the big week in retail, luxury goods and earnings, and how it all serves for an economic bellwether. John Gittelsohn, Real Estate reporter with Bloomberg News, joins to discuss his piece on LA office building stress and the economic pain coming for real estate. Francis Oh, CEO of Qraft Technologies, discussing Qraft rang the opening bell this morning amid the launch of the Qraft AI-Pilot ETF, the industry’s first ever fully AI driven risk managed ETF. Hosted by Paul Sweeney, Kriti Gutpa, and Simone Foxman.See omnystudio.com/listener for privacy information.

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of the Swiss Franc. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, also discusses the debt ceiling. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Brendan Case, Bloomberg News retail reporter, join to discuss the slew of recent retail news and Petco earnings today. Linda Anegawa, Chief of Medicine at Noom, joins the program to discuss the company’s new health developments. Sam Fazeli, Senior Pharma Analyst with Bloomberg Intelligence, joins the discussion to offer some questions and analysis. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program in studio to talk about investing and the cannabis market. Geetha Ranganathan, Analyst of US Media with Bloomberg Intelligence, joins the program to discuss Netflix password sharing and outlook for the company’s financials. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the yield curve and the outlook for a hard landing and a recession. Hosted by Kriti Gupta and Simone Foxman.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins to discuss the default scenarios in play should the US not reach a debt deal. Cam Crise, Macro Strategist with Bloomberg News, also joins to discuss how traders are weighing default risks. Mike Parra, CEO: Americas at DHL Express, joins Bloomberg News exclusively to discuss his industry and the supply chain amid dropping inflation. Caroline Hyde, host of Bloomberg Technology, joins us from the Qatar Economic Forum to debrief her interview with TikTok’s CEO. Bloomberg Intelligence Senior Tech Analyst Mandeep Singh also joins. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to talk about energy and commodities, WTI leaning toward $57 a barrel, and “the Big Unwind." Drew Reading, Homebuilding Analyst with Bloomberg Intelligence, joins to discuss Lowe’s earnings. Kevin Brand, Defense Policy Analyst with Bloomberg Intelligence, joins to discuss hypersonic missile production in the US, how it’s used in the war in Ukraine, and the renewed supply chain threats amid China decoupling. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Sonali Basak, Wall Street reporter with Bloomberg News, joins us to talk JPMorgan Investor Day. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023. Paula Penkal, Tech Analyst: Semiconductors with Bloomberg Intelligence, joins to discuss China declaring Micron a cybersecurity risk and the Micro-Japan deal to counter China. Dr. Nancy Kimelman, professor at Northeastern University, joins to discuss the latest on the debt ceiling and the potentially devastating economic consequences of a default. Jennifer Rie, Senior Antitrust Litigation Analyst with Bloomberg Intelligence, joins to discuss the American-JetBlue deal getting blocked and troubles for Spirit. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss Meta being fined a record amount by the EU. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Morgan Stanley CEO James Gorman stepping down within the next 12 months. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg News, also joins to discuss debt and the incoming credit crunch. Laura Modi, CEO at Bobbie, talks about baby formula prices and the continued crisis. Monica Defend, Head of Amundi Institute, joins to discuss the outlook for Euro economies if the US enters a recession due to the debt ceiling dilemma. Billy House, Congressional reporter with Bloomberg News, and markets correspondent Abigail Doolittle also join to talk about debt ceiling breakdowns and the market reaction, as does Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey. John Authers with Bloomberg Opinion also gives his perspective. Andres Fajardo, CEO at Clever Leaves, discusses cannabis investments and outlook for the cannabis market. Hosted by Paul Sweeney, Sonali Basak, and John Tucker.See omnystudio.com/listener for privacy information.

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest consumer confidence index and gives her outlook for the economy. Chris Natividad, co-founder and CIO, and Art Amador, co-founder and COO, of EquBot and the AI Powered Equity ETF, AIEQ issued by join the program to talk investing strategies, ETFs, and markets. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Bloomberg economics correspondent Mike McKee join to discuss the debt ceiling. Bloomberg News reporter Sonali Basak discusses the death of Sam Zell. Bloomberg Intelligence litigation analyst Matt Schettenhelm discusses Section 230. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to discuss her note on mortgage borrower leverage. Laura Martin, Managing Director at Needham, joins us in studio to talk about the ad and media businesses and revisits some of the bold calls from her appearance on our show in January. Norah Mulinda, markets reporter with Bloomberg News, joins to talk about her story on homebuilders capitalizing on limited real estate inventory. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss his research on young adopters of ChatGPT. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to discuss Target earnings. Bloomberg Macro Strategist Vince Cignarella also joins to tell us what Target and retail earnings signal about consumer strength and inflation, as well as breaking down recent Fed speak. Huw Roberts, Head of Analytics at Quant Insight, talks about AI in investing, commodities, and what his models are telling him about the outlook for a recession. Savina Rizova, Global Head of Research at Dimensional Fund Advisors, joins to discuss her financial research, investing strategies, and outlook for a US recession. Robert Piconi, CEO and co-founder at Energy Vault, joins to discuss de-carbonization and sustainable energy. Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the recent eco inflation data we’ve seen the past week and outlook for rate hikes, the debt ceiling, and a hard landing. Anna Bryson, CFO at Doximity (NYSE: DOCS), joins the show to talk about her company’s performance this year and outlook. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses investing strategies and sentiment. Burt Flickinger, Managing Director at Strategic Resource Group, joins the program to discuss retail sales and consumer health. Dryden Pence, CIO at Pence Wealth Management, joins to talk about stocks and sectors he likes amid varying headwinds. Alex Morris, CIO at F/M Investments, joins the program to talk markets and investing strategies. Matt Palazola, Senior Analyst, Property and Casualty Insurance at Bloomberg Intelligence, joins to discuss Berkshire Hathaway adjusting its bank holdings and investing in Capital One amid the recent regional crisis. Herman Senior, Senior Regional Banks Analyst with BI, also joins to talk about the latest on the regional industry. Jennifer Rie, Senior Litigation Analyst – Antitrust for Bloomberg Intelligence, and Marc Engelsgjerd, Senior Equity Research Analyst with Bloomberg Intelligence, join for a roundtable discussion on the FTC getting set to challenge Amgen’s $28 billion Horizon deal. Hosted by Paul Sweeney, Kriti Gupta, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

Mahesh Bhimalingam, Chief European Credit Strategist with Bloomberg Intelligence, and Amelia Pollard, reporter with Bloomberg News, discuss the effects of the credit crunch in the US and Europe. Nick Stadtmiller, Head of Product for Medley Global Advisors, joins the program to discuss emerging markets and how it’s currently and will be impacted by the election in Turkey. Jen Rie, Bloomberg Intelligence Senior Litigation Analyst, joins to discuss the Microsoft-Activision deal getting EU approval. Talon Custer, Equity Research Analyst with Bloomberg Intelligence, joins to discuss the Oneok deal. Jacob Lorinc, North American Mining reporter with Bloomberg News, joins to discuss the Newmont deal. John Authers, columnist with Bloomberg Opinion, joins the program to discuss his column “Dollar’s Bounce May Slam Into Debt Ceiling.” Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins us from Washington for the latest on central bank activity across the globe and outlook for a hard landing in the US. Jan Szilagyi, CEO and founder of Toggle AI, joins to discuss artificial intelligence and how the tech can be utilized. Hosted by Kriti Gupta, Sonali Basak, and Jennifer Ryan.See omnystudio.com/listener for privacy information.

Get today's top stories, with context, in just 15 minutes. Subscribe to the Bloomberg Daybreak podcast: 1) On Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-us-edition/id1663860720 2) On Spotify: https://open.spotify.com/show/0DPsJjKQajOKKw35Hme5af 3) Anywhere: https://omny.fm/shows/bloomberg-daybreakSee omnystudio.com/listener for privacy information.

Jamie Dimon joins Bloomberg News to discuss the debt ceiling, the regional banking crisis and the US economy. The CEO of JPMorgan Chase speaks with Bloomberg's Francine Lacqua from the bank's Global Markets Conference in Paris. See omnystudio.com/listener for privacy information.

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the new Twitter CEO. Bloomberg’s Bailey Lipschultz also joins. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation and a potential debt default on US currency. 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. Dan Ives, Senior Equity Analyst at WedBush Securities, explains why he thinks Linda Yaccarino potentially becoming the next CEO of Twitter would be a “home run.” Mark Douglas, CEO at MNTN, also joins to talk about the NBC shakeup and streaming wars. He can also discuss its impact on Peacock and streaming, as well as Tesla. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, joins to discuss the backlash causing ESG ETF closing. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sidelines of a Group of Seven gathering of finance officials in Niigata, Japan. See omnystudio.com/listener for privacy information.

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, and Duane Wright, Senior Government Analyst with Bloomberg Intelligence, join to discuss the currency impact of a debt ceiling default and process, or lack thereof, on negotiations. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Bloomberg Macro Strategist Cam Crise join for a roundtable discussion on markets and recent inflation data. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show to discuss her piece on NYC’s empty office building luring rich families hunting bargains. Anthony Fobel, CEO of Arcmont Asset Management, joins the show to talk about private debt and investing in Europe. Ira Jersey, Bloomberg Intelligence Chief US Interest Rates Strategist, joins to talk about the debt ceiling and inflation. Lydia Boussour, EY Parthenon Chief Economist, joins to break down this week’s inflation data and outlook for the economy. Todd Lachman, CEO at Sovos Brands (NASDAQ: SOVO), joins the program to talk earnings, eco headwinds, and the state of the consumer. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Former prosecutors Nick Akerman and Michael Zeldin join to break down the Donald Trump and George Santos legal woes. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook inflation and global impact of a US debt ceiling default. Brandon Rakszawski, Director of Product Management and the VanEck Preferred Securities ex Financials ETF (PFXF), joins to discuss outlook for ETFs and ETF. Angela Stent, Senior Fellow at the Brookings institute, joins us to discuss the war in Ukraine, outlook for the upcoming counteroffensive, and any hope of negotiations with Vladimir Putin. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss how the recent bank turmoil could affect the IPO market. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for an in studio roundtable on the outlook for energy and commodities. Patrick Pacious, CEO at Choice Hotels (NYSE: CHH), joins to discuss his company’s earnings, outlook for travel after CPI revealed an uptick in airfare prices, and consumer resiliency. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental Opportunities Strategy at Essex Investment Management, joins to talk investing strategies and stocks. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss his research on the PPI plunge and his outlook for commodities, inflation, and crypto. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, joins us from the Global Energy and Security Talks in Doha to discuss the war in Ukraine, the expected counteroffensive and its potential effectiveness, and outlook for Western support. Dr. Lori Esposito Murray, President of the Committee for Economic Development at the Conference Board, joins to discuss her conversations with Congress members and CEOs on the direct business consequences of a debt ceiling default. Jack Fitzpatrick, reporter with Bloomberg Government, joins us to give us the latest color on the negotiations, or lack thereof, from DC. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton.See omnystudio.com/listener for privacy information.

Matt Palazola, Senior P&C Insurance Analyst with Bloomberg Intelligence, joins the program to discuss Berkshire earnings. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg Intelligence, joins the program to discuss Tyson earnings and outlook for consumer food staples. Aoifinn Devitt, CIO at Moneta, joins the program to discuss the market reaction to the recent banking turmoil and previews CPI. Jennifer Rie, Senior Analyst of Antitrust Litigation with Bloomberg Intelligence, joins the show to discuss the outlook for the Activision-Microsoft deal after Warren Buffett said this weekend blocking the deal is a mistake. Anurag Rana, Senior Tech Analyst with BI, joins to break down the financial benefits of a deal for both sides. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show to discuss his company’s outlook, cloud technology, and business investment amid varying economic pressures. Rob Schiffman, Tech Credit Analyst with Bloomberg Intelligence, joins the program to discuss Apple issuing high-grade US bonds and why the company is looking to raise even more capital than it already has. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.See omnystudio.com/listener for privacy information.

Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market and jobs day. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., joins us in studio to talk market reaction to the latest Fed rate hike and jobs day. Michael Sonnenfeldt, founder and chairman at TIGER 21, joins the program to preview Berkshire this weekend, discuss investing for the ultra-wealthy and gives his market and economic outlook. David Papadopoulos, Managing Editor with Bloomberg News, joins to preview the Kentucky Derby. Bill Allison, corporate finance reporter with Bloomberg News, discusses a potential move to strip Warren Buffett of his Chair at Berkshire Hathaway. Brian Egger, Senior Gaming & Lodging Analyst, joins the show to discuss gaming, cruises, and hotels and some of the company’s he’s been researching. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed’s historic tightening cycle. Dr. Richard Portes, London Business School professor, joins us in studio to talk the ECB decision, the US economy, and bank turmoil. Barry Ritholtz, founder of Ritholtz Wealth Management and host of “Masters in Business,” and Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins for an extended roundtable on the Fed. Claudia Sahm, founder of Sahm Consulting and former Senior Economist at the White House Council of Economic Advisors, joins to talk about her column on the labor market and gives her take on the Fed and regional banks. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the impact of the Fed’s rate hike cycle in real estate and other areas of the economy. 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 this tightening cycle. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Neil Grossman, former CIO at TKNG Capital, joins to break down the Fed’s rate hike path. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan also joins. Omar Aguilar, CEO and CIO at Schwab Asset Management, joins the program to discuss sectors he likes and outlook for markets and the economy on Fed Day. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and her ETF management amid recent turmoil. Bloomberg cross asset reporter Katie Greifeld also joins. Drew Wilkerson, CEO of RXO Logistics (NYSE: RXO), joins to talk freight and supply chain pressures. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, and Tim Courtney, CIO at Exencial Wealth Advisors, join in a roundtable to discuss how markets are digesting more regional bank turmoil and a potential rate hike this afternoon. Sam Fazeli, Head of Euro Research/Pharma analyst with Bloomberg Intelligence, joins to talk Eli Lilly’s Alzheimer’s drug and its stock. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the program to discuss the Fed and outlook for interest rate hikes and a potential US recession. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling negotiations. Geetha Ranganthan, Senior Media Analyst with Bloomberg Intelligence, joins to discuss the potential happy ending for the Hollywood writers’ strike. Simona Mocuta, Chief Economist at State Street, joins the program to discuss the outlook for the economy and markets. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss Tuesday’s regional bank slide. Huw van Steenis, partner at Oliver Wyman, joins us from the Milken Conference in LA to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First Republic and outlook for regionals. Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, discusses the outlook for markets and the potential for stagflation in the US. Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs, joins the program to talk ETF investing and flows. Krishna Gupta, Chairman at Presto Automation (NASDAQ: PRST), joins to discuss AI tech outlook and opportunities. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to discuss earnings, the insurance industry, and outlook in 2023. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Securities, wraps up the week in Big Tech earnings. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, also joins to talk Amazon. Sylvia Jablonski, CEO at Defiance ETFs, and Bloomberg Intelligence Senior Regional Bank Analyst Herman Chan discuss First Republic Bank. Steve Matthews, US Economy Reporter with Bloomberg News, and Jenny Surane, Finance Reporter with Bloomberg News, join to break down the Fed’s report on the failure of Silicon Valley Bank. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Chevron and Exxon earnings. Kevin Sayer, CEO at Dexcom (NASDAQ: DXCM), joins to discuss his company’s recent performance, industry trends reimbursement wins for Medicare, the glucose monitor market, and his DTC campaign with Nick Jonas. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.