Bloomberg Intelligence

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.

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan and BI Equity Research Analyst Neil Sipes join for a banking roundtable. Herman discusses First Republic and PacWest, and Neil talks about other banks reporting today and tomorrow. Christel Rendu de Lint, head of investments at Vontobel, joins to discuss investing strategies and market outlook for 2023. Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to discuss the debt ceiling fight in Washington and its economic impact. Emily Wilkins, reporter with Bloomberg Government, also joins to talk about the political fallout. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins to discuss the latest news and developments in biotech and recent/upcoming pharma earnings reports. Mike Halen, Senior Restaurant Analyst with Bloomberg Intelligence, joins to discuss Chipotle and Wendy’s earnings as well as other company reports on restaurants. He also talks the overall industry and consumer health. Andy Hoffman, reporter with Bloomberg News, joins to discuss the market for luxury watches. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN, also joins in a roundtable, to discuss the advertising and financial impact of the cable news shakeup. Randy Frederick, Managing Director of Trading Derivatives, Schwab Center for Financial Research, joins the program to give his market and economic outlooks. Ali Ben Lmadani, CEO at ABL Aviation, joins in studio to discuss aviation investing and airline earnings. Liz Young, Head of Investment Strategy at SoFi, joins to discuss markets, investing, and housing. Brooke Sutherland, Bloomberg Opinion Columnist, joins to talk GE earnings and 3M layoffs. Brian Stelter, author and Walter Shortenstein Fellow at Harvard University, joins to talk about the shake up that rocked cable news yesterday and its impact on Fox News. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook. Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss market conditions, outlook for the economy, and some of his latest research on crypto and digital assets Ed Price, non-resident senior fellow at NYU and Principal at ERGO, joins the program to discuss his trip to Kyiv and outlook for the war and global markets Lynn Kirkpatrick, CEO of Ensysce Biosciences (NASDAQ: ENSC, OTC: ENSCW), discusses her company, industry trends, and outlook amid economic headwinds Matt Chambers, CEO at Curtiss Motorcycle (OTC: CMOT), deemed the “AirBnB of motorcycles,” joins the program to talk about his business, consumer health, and growth in the current economic environment and industry outlook 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 our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and gives her stock picks. Deb Aitken, Senior Analyst: Luxury Goods and Beauty & Home Care with Bloomberg Intelligence, joins the program to break down Proctor & Gamble earnings. Jennifer Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to talk about the legal threats to the Kroger-Albertson’s merger. Dave Stehlin, CEO of the Telecommunications Industry Association (TIA), joins to talk about recent “Buy American” legislation that may actually hurt Americans, why a waiver for BEAD funding is important, and other concerns about protectionism in a global economy amid a reported protectionist move by the Biden admin to curb investment in China. Hannah Elliott, Staff Writer with Bloomberg Businessweek, joins to discuss her recent column on Formula 1 Miami. Chris Ailman, Chief Investment Officer at the California State Teachers’ Retirement System (CalSTRS), joins to discuss prepping for a recession and uncertainty surrounding public funding amid bank turmoil. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Jeff Langbaum, Senior REIT Analyst with Bloomberg Intelligence, also joins us to talk REITs. George Archos, CEO at Verano (OTC: VRNOF), joins to discuss cannabis investments. Darren Palmer, VP of Electric Vehicle Programs, Ford Model E, discusses the all-electric Ford F-150 Lightning pickup truck entering its first European market. Herman Chan, Senior US Regional Banks analyst with BI, joins to break down the slew of regional bank earnings this week and deposit concerns. Heather Brilliant, CEO at Diamond Hill, joins to give her market outlook and give her stock picks. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, joins to discuss ETF flows and investing strategies. Dr. Vania Stavrakeva, economics professor at London Business School, joins to break down the surprising UK CPI reading, a Bank of England rate hike, and gives her outlook for European economies. Herman Chan, Senior US Regional Banks analyst with Bloomberg Intelligence, joins to break down the recent regional bank earnings. Steve Center, COO of Kia Motors America, joins to discuss the latest company, product, and EV developments post-NY Auto Show. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss the Fox News-Dominion settlement. Mark Douglas, CEO of MNTN, joins to break down Netflix earnings. 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, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins the program from the NAB Convention in Las Vegas (National Association of Broadcasters) to discuss the outlook for the Fox News-Dominion lawsuit and the challenges both parties face. Jeff Langbaum, Senior REIT Analyst with Bloomberg Intelligence, joins the program to discuss Brookfield defaulting on debt and the impact of return-to-office, or lack thereof, on the economy. Joel Levington, Director of Credit Research at BI, joins to discuss the outlook for Tesla ahead of Thursday’s earnings and its overall strategy. Justina Lee, Markets/Quants Reporter with Bloomberg News, joins the program to discuss her story on ChatGPT decoding Fed Speak and predicting stock moves from headlines. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the significance of Apple opening its first store in India, its financial implications, and Apple’s new high-yield savings account with Goldman Sachs. Wendy Thomas, President & CEO at Secureworks (NASDAQ: SCWX), joins the program to talk about the state of cybersecurity and its importance amid financial stability concerns and geopolitical tensions. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he likes and defensive positioning amid recent inflation data readings. Ashley Still, SVP and Creative and Digital Media lead at Adobe, discuss the company’s push towards AI technology and how it’s looking to compete with tech giants like Microsoft and Apple. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, and Bloomberg Intelligence Equity Research Analyst Neil Sipes join for an in-studio roundtable to discuss M&T earnings and Charles Schwab earnings. Jenny Surane, finance reporter with Bloomberg News, joins the program to discuss the Big Take piece on Hamptons loans that led First Republic to its demise. Bloomberg Opinion columnist John Authers joins to discuss his column “The Pig Still Hasn’t Exited the Python,” and other Euro-related news, including French pension tensions, and ECB talking about the US debt ceiling. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, discussing bank earnings and other wall street news. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the latest retail sales figures and consumer strength. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss the weakening of the dollar and euro strength amid economic uncertainty. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to break down PNC earnings and other things we learned about regional bank on earnings day for big banks. Simone Foxman, reporter with Bloomberg News and Television, joins to discuss airlines and energy, focusing on Boeing’s recent production issue, airline earnings, and how oil prices and sticky inflation affect consumer travel and spending. Huw van Steenis, partner at Oliver Wyman, joins the program to discuss the latest on financial stability in the banking sector, in the US and globally. Hosted by Kriti Gupta and Jess Menton.See omnystudio.com/listener for privacy information.

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the show to discuss how markets and traders are pricing in a Fed rate hike and bank turmoil. Will McDonough, CEO and Lead Portfolio Manager at EMG Advisors, discusses the latest on gold and metals and JP Morgan making cuts to metals business after the nickel saga. Pandu Patria Sjahrir, one of Indonesia’s leading entrepreneurs and general chairman of the Indonesian Coal Mining Association, joins to discuss his nation’s coal production and move towards green energy, Indonesia’s VC health and growth prospects, and outlook for industrials on a global scale. Hosted by Paul Sweeney, Matt Miller, and Kriti Gupta.See omnystudio.com/listener for privacy information.

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric’s deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Gina Martin Adams, Senior Equity Analyst with Bloomberg Intelligence, joins to discuss her grim preview of earnings season. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Grant Sporre, Metals and Mining Senior Analyst with Bloomberg Intelligence, joins to discuss gold and Newmont’s Newcrest bid. Neil Grossman, former CIO at TKNG Capital, joins in studio to break down the Fed’s rate hike path, John Williams’ recent comments on bank turmoil and rate hikes, and IMF meetings in DC. Geetha Ranganathan, US Media analyst with Bloomberg Intelligence, joins to discuss cord cutting and potentially rough road ahead for broadband earnings. Simone Foxman, reporter with Bloomberg News (who recently moved back to NYC), joins to discuss recent oil news. Kevin Tynan, Senior Auto Analyst with Bloomberg Intelligence, joins to talk Carmax earnings and other auto stories. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to discuss the deliveries miss for Apple on personal PCs. David O’Reilly, CEO of Howard Hughes (NYSE: HHC), joins to discuss economic challenges that commercial real estate faces, as well as office spaces and residents/home buyers. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. Alexander Isakov, Russia Economist with Bloomberg Economics, discusses his recent piece on Putin turning his attention to the 2024 election, and the resiliency of Russia’s economy in its invasion and the challenges it faces. Joel Levington, Director of Credit Research with Bloomberg Intelligence, discusses Carvana debt and the potential for filing for bankruptcy. Christine Mastandrea, COO at Whitestone REIT (NYSE: WSR), joins to discuss commercial real estate and property prices. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Tom Keene interviews IMF Managing Director Kristilina Georgieva live in Washington DC. Selma Hepp, Chief Economist at CoreLogic, joins the program to discuss the housing market and breaks down the latest housing data. Pablo di Si, CEO of Volkswagen of America, joins Alix Steel and Matt Miller with BTV to discuss the latest auto trends and VW’s electric vehicle goals in the US. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the recent deposit news on Western Alliance and Blackrock selling failed-bank securities. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins to give her market analysis and discuss the launch of a new ETF. Bloomberg host Kathleen Hays joins the program to talk about the change in leadership at the Bank of Japan and the end of “Kurodanomics.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.