Bloomberg Intelligence

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed raising interest rates, TIPS real yields, and treasury coupon auctions. Joe Mathieu, Washington correspondent with Bloomberg News, discusses the leaked Supreme Court document that shows the high court appears prepared to overturn Roe v. Wade. Matt Winkler, editor-in-chief emeritus at Bloomberg News, discusses his latest Opinion column on Gina Raimondo. Katherine Hawkins, Portfolio Manager and SVP at Vertical Capital Income Fund, discusses housing, investing, and inflation in 2022. Hosted by Paul Sweeney and Kriti Gupta.

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Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, talks about the economy and interest rates in 2022. Balu Balakrishnan, CEO of Power Integrations, discusses his company, semiconductors, and the supply chain. Nikki Baird, VP of Strategy at Aptos, a global retail technology company, joins the show to discuss retail tech and the state of retail after Amazon’s big miss at the end of last week. And at the Milken Institute Global Conference in Los Angeles, Bloomberg Businessweek’s Erik Schatzker interviews Apollo Global Asset Management CEO and co-founder, Marc Rowan. Hosted by Paul Sweeney and Kriti Gupta.

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Kristine Aquino, Team Leader FX/Rates/Emerging Markets at Bloomberg News, discusses the latest currency moves. Mark Stoeckle, CEO and Portfolio Manager of Adams Funds, talks about investing, the economy, and tech earnings. Simon Casey, Deputy Managing Editor, Energy and Commodities with Bloomberg News, discusses Exxon and Chevron earnings. Retired US Navy Admiral James Stavridis talks about the Ukraine war and his recent Bloomberg Opinion columns on Ukraine. Hosted by Kriti Gupta and Sonali Basak.

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Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Kristine Aquino, Team Leader of FX/Rates/Emerging Markets at Bloomberg News, discusses the latest on currency moves. John Authers, Senior Editor with Bloomberg Opinion, discusses global economies, currencies, and markets. Hosted by Kriti Gupta and Sonali Basak.

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Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses Russia cutting off gas from Bulgaria and Poland. Anurag Rana, Senior Software analyst with Bloomberg Intelligence, discusses the latest on tech earnings and gives a Big Tech outlook for 2022. Alex Chaloff co-Head of Investment Strategies at Bernstein Private Wealth Management, discusses markets, the Fed, and inflation. Anna Wong, Chief US Economist for Bloomberg Economics, discusses US markets responding to COVID in China and the Ukraine-Russia war as well as rising interest rates. Hosted by Kriti Gupta and Sonali Basak.

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Bloomberg News correspondent Ed Ludlow and Wall Street reporter Sonali Basak discuss Elon Musk buying Twitter. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses markets and Twitter stock along with Big Tech earnings. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, discusses the Ukraine war, Vladimir Putin, and the risks ahead for Ukraine and the world. Russell Price, Chief Economist at Ameriprise Financial, discusses markets, investing, and the economy in 2022. Hosted by Kriti Gupta and Lisa Abramowicz.

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Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, previews Big Tech earnings and discusses Elon Musk’s Twitter bid. Andy Marsh, President and CEO of Plug Power (NASDAQ: PLUG), talks about his company’s new deal with Walmart and renewable energy in the US. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, talks about the risks of a Beijing lockdown and the Chinese and Russian economies. Sonali Basak, Bloomberg Wall Street reporter, discusses speaking to Anthony Scaramucci about cryptocurrency and overhauling Melvin Capital. Hosted by Matt Miller and Kriti Gupta.

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Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut of the all-electric “Lincoln Star Concept” and the company’s EV goals. Kristof Gleich, President and CIO at Harbor Capital Advisors, talks markets and investment strategies in 2022. David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war, inflation, and rising interest rates. Hosted by Paul Sweeney and Matt Miller.

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Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, CEO of China Beige Book International, talks about China’s stock market, COVID in China, and what it means for global economies. Brad Dillman, Chief Economist at Cortland, discusses the latest trends in the housing market. Laura Martin, Managing Director and Senior Analyst of Entertainment at Needham & Co, LLC, discusses why she believes in Netflix after a terrible Q1 earnings report. Hosted by Paul Sweeney and Matt Miller.

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Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Fargo Advisors, talks about markets, inflation, and investing strategies in 2022. Mark Dixon, CEO of IWG, plc, talks about hybrid work, real estate, renting offices, and returning to work in 2022 and beyond. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022. Hosted by Paul Sweeney and Matt Miller.

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