Bloomberg Intelligence

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about her company and outlook for the industry. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for Jackson Hole and the Fed. Herman Chan, Senior Regional Banks Analyst with Bloomberg News, joins to discuss the S&P Global Ratings downgrade of individual banks and the state of banking in the US. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, also joins to discuss bank health in the US. Jennifer Rie, Senior Antitrust Litigation Analyst with Bloomberg Intelligence, joins to discuss the latest on the Microsoft-Activision deal in the UK. Jacquie Ward, director of private investments at UMB Bank, discusses the private credit boom this year. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Street reporter with Bloomberg News, joins to discuss Goldman Sachs exploring a sale of its personal finance management arm and the recent hiring spree it intends to go on. Dan Ives, Senior Equity Analyst with WedBush Securities, discusses why he thinks Apple should buy ESPN and also previews Nvidia earnings this week and what it means for AI. Sam Fazeli, Pharmaceuticals Analyst and Head of Euro Research with Bloomberg Intelligence, joins to discuss how a new COVID variant could negatively affect BioNTech and Pfizer. Dave Magers, CEO of Mecum Auctions, discusses the Monterey Car Show this past weekend. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down Deere earnings and gives us an update on US Steel. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to talk about the tech space, specifically as it comes to tech companies and smaller dividends they hand out. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s slide and oil’s rise. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Charles Gillespie, CEO at Gambling.com Group (NASDAQ: GAMB), joins to discuss his company’s earnings and the Penn Entertainment-ESPN deal and what it means for the sports gambling industry. Matt talks about the latest car he’s driving this week. Kyle Stock, Senior Correspondent with Bloomberg Businessweek, joins for analysis. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Carl Riccadonna, Chief US Economist at BNP Paribas, joins to discuss the economy and how a China cold could affect the US. Regina Schleiger, director of Central Bank Policy Research at SGH Macro Advisors, joins to discuss the Bank of Japan. Juan Andrade, CEO of Everest (NYSE: EG), joins the program to talk insurance and industry trends, as well as Hawaii wildfires. Hessam Nadji, CEO of Marcus & Millichap (NYSE: MMI), joins to talk about commercial real estate and mortgage rates. Jen Bartashus, Senior Industry Analyst at Bloomberg Intelligence, joins to break down Walmart earnings. Jennifer Welch, Chief Geoeconomics Analyst at Bloomberg Economics, joins to discuss her column on a potential China property crash and the potential fallout and geopolitical risks. Don McCree, Head of Commercial Banking at Citizens Financial, joins to discuss the state of banking in the US.

Hosted by Paul Sweeney, Jess Menton, and Simone Foxman. 

See omnystudio.com/listener for privacy information.

Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins to discuss his Opinion column on San Francisco. 

Hosted by Paul Sweeney and Simone Foxman.

See omnystudio.com/listener for privacy information.

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Bloomberg News reporter Simone Foxman join to talk about Target and TJ Maxx earnings. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to discuss the Fed, pressures in China, and outlook for the economy. Nathan Dean, Senior Policy Analyst of US and Latin American with Bloomberg Intelligence, joins to discuss President Biden’s attempts to curb China investments and other DC headlines. Doug Baker, portfolio manager and Head of Preferred Securities Sector Team at Nuveen, joins the program in studio to discuss fixed income, preferred securities, and gives his market outlook. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to talk about the Trump indictment. Lisa Sturtevant, Chief Economist at Bright MLS, joins to talk about real estate and mortgage rates. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Michael Zeldin, former federal prosecutor with the Department of Justice, and Kailey Leinz, Bloomberg TV and Radio host, join to talk about the fourth indictment of Donald Trump. Drew Reading, Senior Home Builders Analyst with Bloomberg Intelligence, joins to break down Home Depot earnings. Amol Dhargalkar, global head of corporates at Chatham Financial, joins to discuss US real yields reaching a 14-year high and also talks about global economies amid a China slowdown and tightened conditions in the US. Michael Schumacher, Head of Rates and Macro Strategy at Wells Fargo, and Neil Grossman, former CIO at TKNG Capital, join to break down retail sales and Home Depot earnings and how it affects rate hikes for the Fed. Tim O’Brien, Senior Executive Editor with Bloomberg Opinion, and June Grasso, legal analyst with Bloomberg News and host of Bloomberg Law, join to talk about the Trump indictment. Andy Bischof, Utilities Strategist at Morningstar Research Services, discusses the future of Hawaiian Electric after the devastating Hawaii wildfires. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.  

For more podcasts like this, and the news you need to start your day, subscribe to the Bloomberg Daybreak Podcast:     

Apple: http://bit.ly/3DWYoAN     
Spotify: http://bit.ly/3jGRYiB     
Anywhere: http://bit.ly/3J1bct9

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senior tech analyst Anurag Rana joins to wrap up tech earnings season. Quincy Krosby, Chief Global Strategist at LPL Financial, joins to discuss the economy on jobs day. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins to discuss the economy and investing strategies on jobs day. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join in a roundtable to talk about gas prices, oil, refilling the SPR, and other energy-related headlines. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Sandra Quince, CEO at P4P (Paradigm for Parity), which helps tech and big Wall Street banks increase their diversity and equality ranks, particularly in leadership roles, joins the show to discuss DEI hiring efforts on jobs day and whether that’s continuing as the economy tightens. Hosted by Paul Sweeney and Simone Foxman.

See omnystudio.com/listener for privacy information.

David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Jennifer Rie, Senior Litigation Analyst of Antitrust with Bloomberg Intelligence, joins to discuss her note on Amazon’s legal risks and potential break up. Geetha Ranganthan, US Media Analyst with Bloomberg Intelligence, joins to discuss Lions Gate buying eOne and her note on Barbie. Will Lansing, CEO of FICO (NYSE: FICO), discusses his industry, consumer health, and earnings. Hosted by Paul Sweeney and Jess Menton. 

See omnystudio.com/listener for privacy information.

Nick Akerman, former assistant Special Watergate prosecutor, discusses the legal fallout from Trump indictment. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to discuss the Fitch US ratings downgrade. Selma Hepp, Chief Economist at CoreLogic, joins to discuss housing data and her recent note. Joe Mathieu, host of Bloomberg Radio’s “Sound On” and BTV’s “Balance of Power,” joins to discuss the political fallout from the Trump indictment. Tim Craighead, Senior European Strategist and director of research with Bloomberg Intelligence, joins to discuss his second half outlook for UK markets and how the Fitch ratings are affecting, or not affecting, overseas markets. Sonia Meskin, Investment Strategist and head of US Macroeconomic Analysis at BNY Mellon, joins to discuss a potential soft landing for the US economy, Fitch rating downgrade, and gives her market outlook. Brian Egger, Senior Industry Analyst of Gaming & Lodging with Bloomberg Intelligence, joins to talk about Norwegian cruise earnings, Carnival junk bonds, and previews MGM and Hyatt earnings. Hosted by Paul Sweeney and Molly Smith.

See omnystudio.com/listener for privacy information.

Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law host June Grasso and Political Contributor Jeanne Sheehan Zaino. 

See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare interview to discuss his firm, M&A, and AI in investment banking. Chris Ciolino, Industrial Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Nimrit Kang, CIO and Senior Portfolio Manager at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Chris Tomasso, CEO at First Watch (NASDAQ: FWRG), joins to discuss earnings and industry outlook. Jim Taylor, CEO at Brixmor (NYSE: BRX), joins to discuss his company’s earnings and industry outlook. Uber CEO Dara Khosrowshahi joins Emily Chang and Ed Ludlow on Bloomberg Technology for an interview on earnings. Hosted by Paul Sweeney and Jess Menton.

See omnystudio.com/listener for privacy information.

Danielle DiMartino Booth, Chief Strategist and CEO at QI Intelligence, joins to talk about the Fed’s latest interest rate hike and outlook for the economy. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to tech and chip earnings and Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, and Off-Price Retail, joins to preview Amazon and discusses retail earnings. Jonathan Neman, CEO and co-founder at Sweetgreen (NYSE: SG), joins from the NYSE to discuss his company’s Q2 earnings miss and gives his outlook for his company and consumers. Duncan Fox, Research Analyst with Bloomberg Intelligence, joins to discuss Heineken earnings and what they portend for other beer makers who are dealing with high raw material costs. Kevin Sayer, CEO of Dexcom (NASDAQ: DXCM), joins us to break down the company’s recent earnings report and outlook for medical technology. Mark Barrocas, CEO of SharkNinja (NYSE: SN) joins us to discuss the company’s spinoff and ringing the NYSE bell this morning. Hosted by Paul Sweeney and Simone Foxman.

See omnystudio.com/listener for privacy information.

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for a roundtable to discuss big oil earnings, energy, and commodities. Mike might also touch on crypto. Sassan Ghahramani, President, CEO and founder at SGH Macro Advisors, joins the show to give his outlook for global central bank activity and the ECB. Matt Henriksson, Senior Equity Analyst covering medical technology for Bloomberg Intelligence, joins us to talk Dexcom and MedTech earnings. Justus Parmar, CEO and founder at Fortuna Investment, joins to discuss venture capital and his space investing thesis. Pat Gelsinger, CEO of Intel, joins Caroline Hyde and Ed Ludlow on Bloomberg Technology to discuss company earnings. Matt Miller test drives a new vehicle. Bloomberg Businessweek staff writer Hannah Elliott joins for analysis. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Monica Raymunt, Autos Industry Disruption reporter with Bloomberg News, joins us to talk earnings from Volkswagen and outlook for other Euro automakers. She can also discuss the EV race and the cars aboard a burning ship off the Dutch coast. Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the ECB decision and recent inflation moves across Europe, as well as the outlook for European economies. Kailey Leinz and Dani Burger interview SEC Chair Gary Gensler. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the WGA strike, legal analysis, and how it all ties in to AI and work. Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss the Fed and terminating rate hikes, yield curve inversions, and why he believes any recession will be “100% the Fed’s fault.” Meta CFO Susan Li joins Bloomberg Technology for a post-earnings discussion with Ed Ludlow and Caroline Hyde. Hosted by Paul Sweeney and Matt Miller. 

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

Hosted by Paul Sweeney and Madison Mills.

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins to give us an outlook for equities in the UK and Europe and breaks down UK stagnation and uncertainty. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss bond market moves amid inflation data and the recent jobs report. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down the Fed’s next move after the June CPI reading. Greg Friedman, CEO of Peachtree Group, discusses commercial real estate. John Authers, Senior Editor with Bloomberg Opinion, joins to talk about the June CPI and outlook for the Fed and the economy. Selma Hepp, Chief Economist at CoreLogic, joins to discuss the latest CoreLogic Home Price Index and MBA Mortgage applications. Hosted by Paul Sweeney and Madison Mills.

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.