Bloomberg Intelligence

Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses investing strategies and sentiment. Burt Flickinger, Managing Director at Strategic Resource Group, joins the program to discuss retail sales and consumer health. Dryden Pence, CIO at Pence Wealth Management, joins to talk about stocks and sectors he likes amid varying headwinds. Alex Morris, CIO at F/M Investments, joins the program to talk markets and investing strategies. Matt Palazola, Senior Analyst, Property and Casualty Insurance at Bloomberg Intelligence, joins to discuss Berkshire Hathaway adjusting its bank holdings and investing in Capital One amid the recent regional crisis. Herman Senior, Senior Regional Banks Analyst with BI, also joins to talk about the latest on the regional industry. Jennifer Rie, Senior Litigation Analyst – Antitrust for Bloomberg Intelligence, and Marc Engelsgjerd, Senior Equity Research Analyst with Bloomberg Intelligence, join for a roundtable discussion on the FTC getting set to challenge Amgen’s $28 billion Horizon deal. Hosted by Paul Sweeney, Kriti Gupta, and Jennifer Ryan.

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Mahesh Bhimalingam, Chief European Credit Strategist with Bloomberg Intelligence, and Amelia Pollard, reporter with Bloomberg News, discuss the effects of the credit crunch in the US and Europe. Nick Stadtmiller, Head of Product for Medley Global Advisors, joins the program to discuss emerging markets and how it’s currently and will be impacted by the election in Turkey. Jen Rie, Bloomberg Intelligence Senior Litigation Analyst, joins to discuss the Microsoft-Activision deal getting EU approval. Talon Custer, Equity Research Analyst with Bloomberg Intelligence, joins to discuss the Oneok deal. Jacob Lorinc, North American Mining reporter with Bloomberg News, joins to discuss the Newmont deal. John Authers, columnist with Bloomberg Opinion, joins the program to discuss his column “Dollar’s Bounce May Slam Into Debt Ceiling.” Jennifer Lee, Managing Director and Senior Economist at BMO Capital Markets, joins us from Washington for the latest on central bank activity across the globe and outlook for a hard landing in the US. Jan Szilagyi, CEO and founder of Toggle AI, joins to discuss artificial intelligence and how the tech can be utilized. Hosted by Kriti Gupta, Sonali Basak, and Jennifer Ryan.

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Jamie Dimon joins Bloomberg News to discuss the debt ceiling, the regional banking crisis and the US economy. The CEO of JPMorgan Chase speaks with Bloomberg's Francine Lacqua from the bank's Global Markets Conference in Paris. 

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Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the new Twitter CEO. Bloomberg’s Bailey Lipschultz also joins. Jane Foley, Managing Director and Head of FX Strategy at Rabobank, joins to discuss dollar strength and the impact of inflation and a potential debt default on US currency. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. Dan Ives, Senior Equity Analyst at WedBush Securities, explains why he thinks Linda Yaccarino potentially becoming the next CEO of Twitter would be a “home run.” Mark Douglas, CEO at MNTN, also joins to talk about the NBC shakeup and streaming wars. He can also discuss its impact on Peacock and streaming, as well as Tesla. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, joins to discuss the backlash causing ESG ETF closing. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.

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US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sidelines of a Group of Seven gathering of finance officials in Niigata, Japan. 

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Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, and Duane Wright, Senior Government Analyst with Bloomberg Intelligence, join to discuss the currency impact of a debt ceiling default and process, or lack thereof, on negotiations. Gina Martin Adams, Chief Equity Analyst with Bloomberg Intelligence, and Bloomberg Macro Strategist Cam Crise join for a roundtable discussion on markets and recent inflation data. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show to discuss her piece on NYC’s empty office building luring rich families hunting bargains. Anthony Fobel, CEO of Arcmont Asset Management, joins the show to talk about private debt and investing in Europe. Ira Jersey, Bloomberg Intelligence Chief US Interest Rates Strategist, joins to talk about the debt ceiling and inflation. Lydia Boussour, EY Parthenon Chief Economist, joins to break down this week’s inflation data and outlook for the economy. Todd Lachman, CEO at Sovos Brands (NASDAQ: SOVO), joins the program to talk earnings, eco headwinds, and the state of the consumer. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.

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Former prosecutors Nick Akerman and Michael Zeldin join to break down the Donald Trump and George Santos legal woes. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook inflation and global impact of a US debt ceiling default. Brandon Rakszawski, Director of Product Management and the VanEck Preferred Securities ex Financials ETF (PFXF), joins to discuss outlook for ETFs and ETF. Angela Stent, Senior Fellow at the Brookings institute, joins us to discuss the war in Ukraine, outlook for the upcoming counteroffensive, and any hope of negotiations with Vladimir Putin. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss how the recent bank turmoil could affect the IPO market. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for an in studio roundtable on the outlook for energy and commodities. Patrick Pacious, CEO at Choice Hotels (NYSE: CHH), joins to discuss his company’s earnings, outlook for travel after CPI revealed an uptick in airfare prices, and consumer resiliency. Hosted by Paul Sweeney, Kriti Gupta, and Madison Mills.

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Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental Opportunities Strategy at Essex Investment Management, joins to talk investing strategies and stocks. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss his research on the PPI plunge and his outlook for commodities, inflation, and crypto. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, joins us from the Global Energy and Security Talks in Doha to discuss the war in Ukraine, the expected counteroffensive and its potential effectiveness, and outlook for Western support. Dr. Lori Esposito Murray, President of the Committee for Economic Development at the Conference Board, joins to discuss her conversations with Congress members and CEOs on the direct business consequences of a debt ceiling default. Jack Fitzpatrick, reporter with Bloomberg Government, joins us to give us the latest color on the negotiations, or lack thereof, from DC. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton.

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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.

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