Private Credit, Silvergate, Apple, and the Latino Vote

Bloomberg Intelligence

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for our (new) weekly Wall Street roundup. Topics include Citi recalibrating investment bank headcount, JPMorgan-Jes Staley latest, and Credit Suisse delaying its annual report. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses the hot start to 2023 for private credit. Bloomberg's Lisa Mateo discusses the Latino vote in the US. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Silvergate and the crypto market. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, and Mark Gurman, reporter with Bloomberg News, join for a roundtable on Apple. Mark discusses his story on Apple being bullish on India, and Anurag discusses his recent BI note on Airpods. Mike Smith, PM of several growth funds including Allspring Discovery SMID Cap Growth Fund (WFDSX), joins the show to talk markets and investing. Hosted by Paul Sweeney and Kriti Gupta.

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2023-03-09 51 min Transcript

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