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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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