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...
Apr 14, 2023•53 min
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 pos...
Apr 13, 2023•58 min
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, V...
Apr 12, 2023•47 min
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 an...
Apr 12, 2023•53 min
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 cry...
Apr 10, 2023•50 min
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 de...
Apr 06, 2023•49 min
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 t...
Apr 05, 2023•51 min
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...
Apr 04, 2023•52 min
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 late...
Apr 03, 2023•52 min
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...
Mar 31, 2023•50 min
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 ...
Mar 30, 2023•55 min
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 ye...
Mar 29, 2023•1 hr 1 min
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.
Mar 28, 2023•13 min
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 ...
Mar 27, 2023•57 min
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 sect...
Mar 27, 2023•51 min
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 act...
Mar 23, 2023•54 min
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 re...
Mar 22, 2023•53 min
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 Bl...
Mar 21, 2023•40 min
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...
Mar 20, 2023•57 min
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...
Mar 17, 2023•48 min
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 r...
Mar 16, 2023•45 min
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 Ban...
Mar 15, 2023•52 min
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 ...
Mar 14, 2023•50 min
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 progra...
Mar 13, 2023•53 min
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.
Mar 13, 2023•17 min
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 Mis...
Mar 10, 2023•42 min
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 Lat...
Mar 09, 2023•51 min
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 Bi...
Mar 08, 2023•42 min
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.
Mar 07, 2023•17 min
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, ...
Mar 06, 2023•56 min
