Bloomberg Intelligence

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to discuss markets and outlook for the year. Jennifer Lee, Managing Director with BMO Capital Markets, talks about the outlook for economies in Europe and central bank activity globally. Erica Adelberg, with Bloomberg Intelligence, discusses yesterday’s big mortgage interest rate drop, mortgage applications, and outlook for the housing market. Simone Foxman, Correspondent with Bloomberg TV, joins us from Qatar to discuss the latest on the World Cup and her column on Qatar’s various controversies and how it built the most expensive World Cup ever. We’ll also bring in Bloomberg Intelligence Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the tournament. Chief US Interest Rates Strategist Ira Jersey to talk about who he likes in the Tournament. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the show to talk about some retailers on the move this morning following earnings reports, the week in retail earnings, and outlook for retail ahead of Black Friday a week from today. Vijay Manthripragada, CEO at Montrose (NYSE: MEG), joins the show to talk about energy policy and what’s being discussed at week two of COP27. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst at Wedbush Securities, and Bloomberg Senior Tech Analyst Mandeep Singh, join us for an in-studio roundtable to break down the latest news in Twitter, chips, and all other news in Big Tech. Annie Massa, cross asset reporter with Bloomberg Intelligence, joins the show to talk about the latest on crypto and FTX. Lindsay Dutch, Retail and Industrial REIT/Consumer Hardlines Equity Research Analyst with Bloomberg Intelligence, talks about Bath and Body Works huge stock move after reporting earnings and other consumer staples as holiday shopping kicks off. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council, joins the show to discuss the latest developments out of Ukraine. Harley Finkelstein, President at Shopify (NASDAQ: SHOP), joins the show to talk about his company and the strength of the consumer. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Maria Tadeo, Europe reporter with Bloomberg News, discusses the latest on the war in Ukraine and how European leaders are responding. Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, joins the show to discuss how commodities are being influenced by the war in Ukraine. Fernando Valle, Senior Analyst with Bloomberg Intelligence, discusses the global energy market and how it could be reshaped by the war in Ukraine. David Friedberg, CEO of the Production Board, joins the show to discuss the latest on COP27 and discussions surrounding food insecurity and how conflict impacts global hunger. Anjee Solanki with Colliers, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss October retail sales and Target earnings. 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 the latest on the war in Ukraine. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the TIPS market and inflation. Sri Natarajan, Senior Reporter with Bloomberg News, joins the show to talk about his story on Goldman Sachs paying out over $12 million to bury a partner’s sexism claim. Jen Bartashus, Senior Equity Research Analyst at Bloomberg Intelligence, joins us to break down Walmart earnings. Former NY Giants quarterback and partner with investment firm Brand Velocity Group Eli Manning, along with Brand Velocity Founding and Managing Partner Steve Lebowitz, join the show to talk about Brand Velocity’s goals as well as changing landscape for sports consumption, steaming, and sports betting. Chiente Hsu, CEO and co-founder of ALEX – Automated Liquidity Exchange, joins the show to discuss Sam Bankman-Fried and the latest on FTX’s collapse. Bryan Fairbanks, CEO at TREX (NYSE: TREX), joins the show to discuss manufacturing, rails, and housing and construction demand. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, join for an in-studio roundtable to talk FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Sean O’Hara, President at Pacer ETFs, joins the show to discuss ETF investing and strategies he likes for the rest of 2022. Noel Archard, Global Head of ETFs at AllianceBernstein, joins the show to discuss ETF investing and market conditions and what they portend for ETFs in 2022. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins the show to talk about Rivian and Tesla stock moving in the premarket. Marianne Scordel, founder at Bougeville Consulting, joins the show to discuss Paris overtaking the UK as the largest stock exchange in Europe. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg News strategist Cameron Crise and reporter Katie Greifeld break down University of Michigan sentiment survey. Joe Meyer, founder and CEO at Meyer Capital, and Jay Hatfield, CEO with Infrastructure Capital Management, join the show for a roundtable to break down the week in news in markets. They also provide makes sector and stock picks and talk the outlook for investing and energy. David Katz, President and CIO of Matrix Asset Advisors, talks about investment strategies and stocks he likes in 2022. Bloomberg wall street reporter Sonali Basak and Bloomberg tech reporter Ed Ludlow wrap an historic week in crypto and Twitter. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.

Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Katie Greifeld, cross asset reporter with Bloomberg News, discuss FTX and Sam Bankman-Fried, crypto regulation, and where the bottom is for Bitcoin and other digital assets. Christian Chan, Chief Investment Officer at AssetMark, joins the show to talk about how the market is pricing in the October CPI reading and if we’ve reached a bottom. Hessam Nadji, CEO of Marcus & Millichap, talks about his company’s Q3 performance, the real estate sector and rising mortgage interest rates. Amanda Rebello, Head of Passive Sales, US Onshore at DWS Group, joins the show to discuss DWS launching the listing of three new dividend, value and growth ETFs and investing strategies following today’s CPI. Anna Wong, Chief US Economist with Bloomberg News, joins the show to discuss the CPI data and the chances of a recession. James Rasteh, Founding Partner at Coast Capital, LLC, joins the show to discuss activist investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Joanna Ossinger and Katie Greifeld, both cross asset reporters with Bloomberg News, and Nic Carter, Founding Partner at Castle Island Ventures, join the show to discuss the fallout from the Sam Bankman-Fried/FTX collapse. Nathan Dean, US Policy Analyst with Bloomberg Intelligence, gives us the latest on the US midterms. Mike Halen, Senior Restaurant analyst with Bloomberg Intelligence, discusses the state of the food and restaurant business. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, break down Disney and Meta stocks. Sonali Basak, Wall Street reporter with Bloomberg News, and Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discuss the Wall Street reaction to Sam Bankman-Fried and what it means for crypto going forward. Shaheen Contractor, ESG Research Analyst with Bloomberg Intelligence, discusses her recent pieces on the risks of gauging climate ambitions and ESG-related climate initiatives amid COP27 in Egypt. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Julie Norman, co-director of the UCL center on US politics at University of College London, joins us to talk about the geopolitical consequences of the 2022 midterms. Rob Barnett, Senior Analyst with Bloomberg Intelligence, joins the show to talk about his research on COP27 and what’s being discussed at the climate conference. MMandeep Singh, Technology Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst with WedBush Securities, join us to talk about Uber and Lyft post-earnings and other tech stories. Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss his recent Opinion column on President Joe Biden’s economic report card. Liam Denning, Opinion columnist with Bloomberg, joins the show to talk about his column on $5 gas affecting midterms. Columnist John Authers joins as well to discuss market reaction to the midterms Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Cam Crise, macro strategist with Bloomberg News, joins the show to discuss equity outlook amid economic data coming out later this week as well as Midterms. Huw Roberts, Head of Analytics at Quant Insights, talks about quants and outlook for investing. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Sadek Wahba, member of the president’s national infrastructure advisory council and founder of I-Squared Capital, joins the show from COP27 to discusses what he’s seen so far at COP27, environmental initiatives taken, and the need to “greenify” infrastructure projects. Mandeep Singh and Anurag Rana, technology analysts with Bloomberg Intelligence, discuss tech turmoil with Meta, Twitter, and Apple. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s show and today’s Big Take piece on how seized Russian yachts are costing taxpayers millions of dollars. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.