Bloomberg Intelligence

John Gulnac, VP at Adecco, joins the show to talk about the October Jobs report. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, joins the show to discuss his recent Opinion piece on the political landscape in Ohio. Democratic Connecticut governor Ned Lamont joins the show to talk about his campaign and the national landscape for Democrats ahead of the midterm elections. Ed Ludlow, Bloomberg News reporter, gives us the latest update on Twitter and the immediate changes Elon musk is looking to make. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins the show to talk October Jobs and the state of the labor market. Hosted by Kriti Gupta and Nathan Hager.See omnystudio.com/listener for privacy information.

Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the potential dangers rate hikes pose to the economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, joins the show to talk about sectors he likes amid uncertain economic conditions ahead. Ed Ludlow, reporter with Bloomberg News, discuss Twitter development and all things tech. Liz McCormick, Chief Global Macro Markets correspondent with Bloomberg News, joins the show to discuss her piece on bonds tumbling and the dollar surging. Damian Sassower, Chief Emerging Markets Strategist with Bloomberg Intelligence, joins the show to discuss the strong dollar and how the Fed’s moves are affecting emerging markets, as well as China’s lockdowns. Hosted by Paul Sweeney, Kriti Gupta, and Nathan Hager.See omnystudio.com/listener for privacy information.

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about stocks and sectors she likes amid economic uncertainty. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins us to discuss his latest tech research and Big Tech earnings. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss CVS earnings and outlook for the company as well as healthcare companies CVS, Walgreens, and WalMart agreeing to a $12 billion opioid pact. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about his views on inflation ahead of the FOMC meeting, the risk of deflation, and private credit. Hosted by Paul Sweeney and Kriti Gupta. See omnystudio.com/listener for privacy information.

Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research with Bloomberg Intelligence, discusses Pfizer earnings, the pharma industry, and the latest on COVID. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the latest on Credit Suisse and outlook for the firm. Lindsey Piegza, Stifel Chief Economist, joins the program to talk about sectors she sees performing well the rest of 2022 and previews the upcoming FOMC meeting and jobs report. Kip Eideberg Senior VP of Government and Industry Relations for AEM (Association of Equipment Manufacturers), joins the show to discuss how manufacturing workers who he represents feel about the state of manufacturing in the US, globalization, and where their political leanings are with the midterms a week away. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give him solid returns both in the short- and long-term. Gaurav Patankar, head of alternative investments and manager research at Bloomberg Intelligence, joins us to discuss outlook for university endowment returns. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to discuss oil demand after getting weak manufacturing data out of China and how the energy market is shifting amid a global slowdown. Drew Wilkerson, newly appointed CEO of RXO the truck brokerage spinoff of XPO Logistics, joins the show to discusses XPO’s earnings record, the RXO spinoff, supply chain, and shipping outlook. Leland Miller, CEO at China Beige Book, joins the show to talk about the latest eco data out of China and outlook for the country. Kelsey Butler, Equality Reporter with Bloomberg News, joins the show to talk about today’s Big Take story on and discusses the new Big Take podcast. 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 talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break down Amazon stock and outlook after a disappointing Q3. Ted Oakley, founder and managing partner at Oxbow Advisors, joins the show to talk about sectors he thinks can outperform the market in 2022. Alison Whritenour, CEO at Seventh Generation, joins the show to discuss green products, consumer spending, and outlook for her company. Fernando Valle, Senior Oil & Gas Analyst with Bloomberg Intelligence, joins the show to talk about Exxon and Chevron earnings and the global energy market. Felix Gillette, editor with Bloomberg’s “Screentime” and writer with Bloomberg Businessweek, joins the show to discuss his Big Take story on the Netflix-HBO rivalry. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets and stocks he likes right now. Asutosh Padhi, Managing Partner at McKinsey’s in North America, joins the show to discuss his new book, “The Titanium Economy,” the industrial economy, industrials, manufacturing, and the supply chain. Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Big Tech. Mandeep discusses Meta and Intel, as well as the Elon-Twitter deal closing tomorrow. And Anurag talks about Apple and Amazon. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management, talks about the markets and sectors she sees as potentially performing well in 2022. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins the show to talk about Catepillar’s earnings report and market move. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Microsoft and Alphabet earnings and big tech performances. Jonathan Tyce, Senior Analyst of EU Banks with Bloomberg Intelligence, joins the show to discuss earnings for Deutsche, Barclays, and breaks down other European bank performances. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the show to discuss new home sales, mortgage applications, and other housing-related stories. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the show to discuss markets and sectors she likes as economic pressures continue. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, joins us for a monthly TCW segment for the latest on fixed income markets. George Ferguson, Senior Aerospace/Defense & Airline analyst with Bloomberg Intelligence, joins the show to discuss Boeing earnings and what we’ve learned from airlines this earnings season. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

George Bory, Chief Investment Strategist, Fixed Income with AllSpring Global Investments, joins the show to discuss which sectors he sees as performing the strongest amid economic headwinds. Retired US Navy Admiral James Stavridis on Ukraine, Taiwan, and other geopolitical tensions. Sylvia Jablonkski, CIO at Defiance, and Eric Balchunas, Senior ETF analyst with Bloomberg Intelligence, join the show in-studio for a roundtable to discuss ETF flows and stocks. Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss UBS, Deutsche bank, bank earnings in the UK, and JPMorgan and Goldman CEOs predicting recession. Matt Levine, Bloomberg Opinion columnist, joins us in studio to discuss his recent crypto piece for Bloomberg Businessweek. Hosted by Paul Sweeney and Katie Greifeld.See omnystudio.com/listener for privacy information.

Damian Sassower, Chief Emerging Markets Credit Strategist with Bloomberg Intelligence, joins to discuss China and Xi Jinping. Robert Stimpson, CIO and Portfolio Manager at Oak Associate Funds, joins the show to talk about his sector picks and outlook for the equity market in 2022.  Gene Seroka, CEO at the Port of LA, joins us for an extended discussion on the supply chain and outlook for the economy and consumers.  Matt Winkler, Bloomberg News Editor-in-Chief emeritus, joins the show to discuss California’s economic growth. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.