Bloomberg Intelligence

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.

Lisa Camooso Miller, former Republican National Committee Communications Director and partner with Reset Public Affairs, and Bloomberg Washington correspondent Emily Wilkins join to discuss the Trump indictment. Nissan Motor Senior VP Jeremie Papin joins BTV to speak with Guy Johnson and Matt Miller. Tomasz Noetzel, Senior Equity Analyst: European Banks with Bloomberg Intelligence, discusses his recent research on commercial real estate in Europe pinching banks in the wake of the regional bank turmoil in the US. Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the recent deposit news on Western Alliance. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to give us the latest on Tesla and other tech news from this week. He can also discuss Bloomberg’s recent Apple story on how the company plans to diversify its supply chain. Bloomberg markets reporter Kriti Gupta joins to discuss FedEx’s consolidation to increase profit margins and reduce costs. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to talk lending and outlook for financing in the US. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Bloomberg’s Kriti Gupta joins us from downtown Manhattan for the very latest on the Trump arraignment. Bloomberg Washington correspondent Joe Mathieu joins us from DC to talk about the perspective on Capitol Hill. Alison Williams, Senior with Bloomberg Intelligence, joins to break down Jamie Dimon’s annual letter to shareholders and the last shareholder meeting for Credit Suisse. Jonathan Maxwell, CEO at Sustainable Development Capital, discusses the latest on oil prices and the OPEC+ production cut over the weekend. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about the mergers and acquisitions environment and outlook in the coming months. Natalie Trevithick Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023. Tim Craighead, Research Director and European Strategist with Bloomberg Intelligence, joins to discuss BI’s 10 companies to watch for 2Q. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, join for an energy roundtable to discuss the surprise OPEC+ cuts and what it means for prices and domestic production going forward. Bloomberg’s Kriti Gupta joins us from downtown Manhattan to discuss the latest on the ground from the Trump indictment. Nick Akerman of the Law Office of Nick Akerman and former assistant special Watergate prosecutor, discusses the latest on the litigation angle of the Trump indictment. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the UBS jobs cuts and the Swiss investigation into UBS’ acquisition. 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. Gerry Smith, media reporter with Bloomberg News, joins the program to talk about Endeavor striking a deal to buy WWE. Jeff Langbaum, Senior REIT/CRE Equity Analyst, joins to discuss his note on the office sector and mortgage maturity issues that may be mounting. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Tim O’Brien, Senior Executive Editor with Bloomberg Opinion, joins to break down the indictment of former President Donald Trump. Annmarie Hordern, Washington correspondent with Bloomberg TV, and Bloomberg Law host June Grasso join to discuss the political and legal implications of the Trump indictment. Michael Zeldin, Former Federal Prosecutor & Former Special Counsel to Robert Mueller when he worked at DOJ, joins to discuss the legal outlook for the Trump indictment. Director of the Center for American Politics and Policy for Brown University, Professor Wendy Schiller, also joins to discuss the outlook for Trump’s re-election and the political landscape now that a former US president has been indicted. John Authers, columnist with Bloomberg Opinion, discusses today’s PCE data, outlook for rates and inflation, and today’s column on “Moneyball Investing.” Anna Han, VP and Equity Strategist at Wells Fargo, discusses markets and investing strategies and how markets are reacting/not reacting to an historic day in America. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Chris Campbell, Chief Strategist at Kroll, discusses GDP, the regional banking turmoil, his outlook for the US economy and potential for a recession in the near-term. David Stickler, former CEO of Big River Steel and current CEO of Highbar, LLC, joins to discuss green initiatives, his company’s outlook amid inflation, regulatory concerns, the impact of protectionism, and economic uncertainty. James Lanthier, CEO of Mindset Pharma (OTC: MSSTF), discusses drug treatment investments, the emergence of psychedelics, and the types of regulation e’re seeing from lawmakers to aid/inhibit these investments. Hannah Elliott, Staff Writer with Bloomberg Businessweek, joins to discuss her story on Lamborghini replacing the Aventador with a plug –in hybrid and other electric vehicle developments for luxury carmakers. Nathan Dean, Senior Policy Analyst, US and Latin America with Bloomberg Intelligence, joins to discuss joins to discuss his note on big bank capital requirements potentially rising, as well as FDIC leaning on big banks to cover regional bank failure costs. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses today’s geopolitical headlines, including China’s vice premier calling for peace, Russia detaining a US journalist, and tensions with Iran regarding recent events in Syria. Hosted by Matt Miller and John Tucker.

See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the Credit Suisse acquisition. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Bloomberg Economics Chief Economist Tom Orlik joins to discuss how Alibaba’s split affects China’s tech sector and outlook for the Chinese economy this year amid global uncertainty and recent courting of Xi Jinping to Vladimir Putin. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook for global economies and inflation. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, discusses the fixed income markets. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk semiconductor stocks after Micron’s earnings. Hugh Hendry, Former CIO/Founding Partner/Founder of Eclectica Asset Management, joins to discuss the economy and outlook for a recession and rate cut in the US. Hosted by Paul Sweeney, Matt Miller, and Barry Ritholtz.

See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior US Regional Banks Analyst, Herman Chan discusses the congressional bank hearings with Bloomberg Market's host Paul Sweeney. 

See omnystudio.com/listener for privacy information.

 Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the latest wall street and banking news. Lisa Knee, Real Estate lead at EisnerAmper, discusses the latest on real estate and mortgages amid banking and financial concerns. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Ann-Hunter van Kirk, Senior Equity Research Analyst with Bloomberg Intelligence, discuss their recent research on the $500 billion dollar pet economy. RJ Gallo, Senior Portfolio Manager with Federated Hermes, joins to discuss the bond market and what it tells us about a potential recession in 2023. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, joins the program to discuss sectors she likes and her outlook for the markets and inflation. Gene Seroka, Executive Director of the Port of LA, joins the program to discuss the latest on the supply chain and shipping business. Hosted by Paul Sweeney and Matt Miller. 

See omnystudio.com/listener for privacy information.

Bloomberg News Macro Strategist Cam Crise joins the program to break down how traders are pricing in the Fed’s rate moves this week and outlook for markets amid bank uncertainty. Jenny Surane, finance reporter with Bloomberg News, joins the program to discuss Hindenburg short selling Block and crushing a portion of Jack Dorsey’s wealth, as well as Hindenburg’s recent involvement with Adani Group. Scott Harrison, Portfolio Manager at Argent Capital Management, joins the program to talk about sectors he likes and outlook for equities. Rania Sedhom, Managing Partner of the Sedhom Group, joins the program to discuss her recent commentary on how the SVB breakdown affects the legal hurdles of acquiring funding. Sanjiv Sanyal, economist, author, and principal economic advisor to the Indian government and prime minister Narendra Modi, joins the discuss India’s growth potential, geopolitical balancing between China, Russia, and the US, and global economic and political uncertainty. Ali Urman, Genomics Analyst at ARK Invest (Fund: ARK Genomic Revolution ETF – ARKG), joins the program to talk about ETF investing in immunotherapy, gene editing, and the convergence of AI and tech in the health space. Hosted by Paul Sweeney and Jennifer Ryan.

See omnystudio.com/listener for privacy information.

Neil Grossman, former CIO at TKNG Capital, joins the program to break down the latest FOMC meeting. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss markets and investing. Alison Williams, Senior Global Banks & Asset Managers Analyst for Bloomberg Intelligence, discusses the government response to the recent bank crisis. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the program to discuss central bank activity and markets. Joel Levington, Director: Credit Research with Bloomberg Intelligence, joins us from the Ford “teach-in” events for analysts and investors on Wall Street, discussing how the company’s overhauling its financial reporting structure as it looks to make gains in the electric vehicle market. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, talks about Apple’s big bet on producing movies for theaters. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton.

See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Ira Jersey, Chief US Interest Rates Strategist with BI, join for a roundtable on Fed day to discuss interest rates and bank instability in the US. Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence, joins the program to discuss Jay Powell and the Fed’s rate hike path. 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. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the latest moves in Bitcoin and crypto amid bank instability, discusses whether the gains will last, and gives his outlook for oil and commodities. 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. 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 outlook for a recession amid financial instability. Paul Sweeney, Kriti Gupta, and Jess Menton host.

See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and interest rate hike. Anna Wong, Chief US Economist with Bloomberg Economics, joins the program to discuss her Fed rate hike prediction and outlook for the US economy amid tightening and bank uncertainty. Jeroen Julius, Senior Credit Analyst with Bloomberg Intelligence, joins the program to discuss AT1 bonds and risks for the future post-Credit Suisse collapse. Sonali Basak, Wall Street Reporter with Bloomberg News, gives us the latest on Credit Suisse and UBS. Liz McCormick, Chief Correspondent – Global Macro Markets with Bloomberg News, discusses recent activity in the bond market and what it portends for a recession. Angela Seidler, VP of Investor Relations at Aurubis, joins in studio to discuss copper and commodities outlook in the US and in Europe amid banking turmoil and uncertainty.

See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Europe and the US. Dr. Vania Stavrakena, professor of economics at London Business School, joins to discuss Credit Suisse, banking turmoil in Europe, and what it all means for European economies. Senior Tech Analyst for Bloomberg Intelligence Anurag Rana discusses Amazon layoffs. John Micklethwait, editor-in-chief with Bloomberg News, joins for a discussion on Credit Suisse and banking instability in Europe. Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins with Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, to discuss regional bank turmoil and a crisis of banking confidence in the US. Greg Parsons, CEO of Cavu Securities and former US Marine Infantry Officer, joins to talk representation of veterans on Wall Street, 20 years to the day of the US invasion of Iraq. John Authers, columnist with Bloomberg Opinion, joins to discuss the crisis of confidence in the banking industry. Hosted by Paul Sweeney, Kriti Gupta, and Molly Smith.

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. She discusses the week in banking turmoil, including activity at regionals and Credit Suisse. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and MBS Strategist Erica Adelberg join for a discussion on mortgages and financial system risks. Dave Ellison, Portfolio Manager of Hennessy Large & Small Cap Financial Funds, joins the program to give his stock picks and outlook for the markets after the week’s bank chaos and ahead of next week’s FOMC meeting. David Dindi, CEO at the fintech company Atomic, discusses the fintech impact of SVB collapsing and how he’s moved millions out of the bank this week. Connecticut Governor Ned Lamont joins the program to discuss the latest regional banking turmoil, outlook for a recession in the US, and policies he looks to implement to help his state weather a recession. Lee Klaskow, Senior Analyst – Freight Transportation and Logistics with Bloomberg Intelligence, joins the program to break down FedEx earnings, which have been hampered by inflationary costs/pressures and have served as an indicator of sorts of how inflation is affecting businesses across the globe. Hosted by Paul Sweeney, Matt Miller, and John Tucker. 

See omnystudio.com/listener for privacy information.

Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about the turmoil equities are pricing in amid banking instability in the US and Europe. Dr. Vania Stavrakena, professor of economics at London Business School, joins to discuss banking turmoil in Europe, the ECB rate decision, and what it all means for European economies. Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss the potential sale of First Republic and regional bank chaos. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Marianne Scordel, founder at Bougeville Capital, joins to discuss what her clients are telling her about concerns over the European economy amid banking turmoil and Credit Suisse news. John Authers, columnist with Bloomberg Opinion, joins in studio to discuss banking turmoil. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss how oil and energy prices are being affected by banking turmoil. Hosted by Paul Sweeney, John Tucker and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Allison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins us to give us the latest on Credit Suisse and how a collapse could impact US and global markets/banking systems. Dana Telsey, CEO and Chief Research Officer at Telsey Group, joins to break down the latest retail sales numbers and consumer sentiment amid financial uncertainty. Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, more potential bank runs, and what it all means for regional banks and the broader economy. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Nick Stadtmiller, Head of Market Research for Medley Global Advisors, joins the program to discuss emerging markets and EMEA and how they’re impacted by a potential Credit Suisse collapse, as well as SVB. Thomas Smale, CEO of FE International, joins the program to discuss M&A activity in the tech sector and how it’s been affected by the collapse of Silicon Valley Bank. Josh Chapman, Managing Partner at Konvoy, a Denver-based VS firm backing some of the fasting gaming startups worldwide, joins the show to discuss venture capital and the investment landscape post-SVB collapse. Hosted by Paul Sweeney, John Tucker and Kriti Gupta. 

See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and SVB, Treasuries, and CPI. Dan Ives, Senior Equity Analyst at WedBush Securities, joins the program to discuss what the collapse of SVB means for big tech, venture capitalists, and the future of Silicon Valley. Sevin Yeltekin, Dean of Simon Business School at the University of Rochester, joins the program to discuss monetary policy in the US and how it relates to the SVB collapse. She weighs how risky SVB’s behavior was, and how risky the Fed’s rapid tightening was on US financial institutions. Chris Whalen, Chairman of Whalen Global Advisors, joins to discuss the fallout from Silicon Valley Bank’s collapse and how the bank run and Fed tightening could affect other regionals in the US. Jeffrey Cleveland, Chief US Economist at Payden & Rygel, joins the program to discuss CPI and the state of the US economy post-SVB. Nicole Elam, president & CEO at National Bankers Association, joins to discuss the impact the SVB bank run and damage to regional banks can have on wealth creation, minority-owned businesses, and minority communities. Hosted by Paul Sweeney, Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Arnold Kakuda, Senior Financials Credit Analyst with Bloomberg Intelligence, joins to talk bank balance sheets and credit. Joe Weisenthal, host of “Odd Lots” podcast, joins to discuss Silicon Valley Bank and why he’s calling it a bailout. Aoifinn Devitt, CIO at Moneta, joins the program to discuss the market reaction to the SVB collapse and government intervention. Dr. Richard Portes, Professor of Economics at London Business School, joins to discuss HSBC acquiring SVB’s UK arm, what the fallout means for the UK economy, and gives his take on the SVB and Signature collapses. Mark Douglas, CEO at MNTN, joins to discuss his company’s ties to SVB, outlook for the bank, and how he believes it will/won’t affect other regionals. John Authers, columnist with Bloomberg Opinion, joins to discuss his column on renewed interest in a Fed pivot after the SVB bank run. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Barney Frank, former Chair of the House Financial Services Committee, joins Bloomberg Radio to discuss recent bank collapses in the US and outlook for further regulation. Hosted by Kriti Gupta, Paul Sweeney, and Matt Miller.

See omnystudio.com/listener for privacy information.

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the broader economy. Carol Schleif, CIO at BMO Family Office, joins the show in studio to talk about jobs, outlook for the economy, and broad disruption in credit markets from rising rates. Tom Gimbel, founder and CEO of LaSalle Network, joins the program to discuss the labor market and jobs day. 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. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the program to discuss jobs day and also weighs in on the SVB closure with Bloomberg Intelligence analyst Herman Chan. Chance Finucane, CIO at Oxbow Advisors, joins the outlook for markets amid rising interest rates, jobs numbers, and the fallout on regional banks from SVB. 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 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.

See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down Jay Powell’s House testimony. Mike McKee, International Economics and Policy correspondent with Bloomberg News, also joins the show to break down the Fed and markets. Alyce Andres, US Interest Rates and Foreign Exchange reporter with Bloomberg News, joins the program to talk market reaction to the Fed. Steve Dennis, Congressional Correspondent with Bloomberg News, joins the program to talk about the Biden admin’s views on the Fed, the debt ceiling, and other DC headlines. Anna Wong, Chief US Economist with Bloomberg Economics, discusses Jay Powell’s comments and outlook for the US economy. Hosted by Paul Sweeney and Kriti Gupta. 

See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, breaks down Jay Powell’s testimony to the Senate. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, discusses the latest Meta job cuts. Hosted by Paul Sweeney and Kriti Gupta. 

See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst, joins the show to discuss Credit Suisse, UBS cuts and CEO raise, and Citi expanding in Paris. Anna Wong, Chief Economist with Bloomberg Economics, joins the program to discuss the Fed, outlook for the US economy, and previews Jay Powell’s comments on Tuesday and Wednesday. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the program to discuss crypto and commodities. Dan Salmon, analyst with New Street Research, joins the program to talk about his internet coverage with New Street. Mahmood Noorani, founder at Quant Insight, joins the program to discuss quant analysis and outlook for the markets. Jamie Dimon sits down with Bloomberg TV. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

JP Morgan Chase CEO Jamie Dimon sits down for an exclusive interview with Bloomberg's Ed Hammond. They speak at the 2023 JP Morgan Global High Yield & Leveraged Finance Conference in Miami Beach, Florida.

See omnystudio.com/listener for privacy information.

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss the housing market, mortgage rates, and outlook for home buying. Sylvia Jablonkski, CIO at Defiance, joins the show in-studio for a discussion on ETF flows and stocks. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the program to discuss everything autos earnings, including ChargePoint, Rivian, and Tesla. Eric Kazatsky, Senior Municipal Strategist with Bloomberg Intelligence, and Chris Brigati, Managing Director/Senior VP of Municipal Investments at Valley National Bank, join the program to discuss the latest on the muni bond market. Ali Ben Lmandani, CEO at ABL Aviation, joins in studio to discuss his investing strategy and aviation. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst with Bloomberg Intelligence, joins the program after he attended Tesla Investor Day and has the latest on what we learned and what we didn’t learn from the event. Juan Andrade, CEO of Everest (NYSE: RE), joins the program to talk insurance and industry trends. Greg Ebel, CEO at Enbridge Energy (NYSE: ENB), joins the program to discuss energy prices, industry trends, and outlook for energy in the US. Bloomberg Intelligence Senior Analyst Alison Williams covering banks & asset manager and Wall Street reporter Sonali Basak gives us a weekly roundup of Wall Street news. Yasmin Dahya Bilger, Engine No. 1 Head of ETFs, joins the program to talk about the new SUPP ETF and ETF trends. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.