Bloomberg Intelligence

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this week. Chris Beals, CEO of Weedmaps (NASDAQ: MAPS), joins the show to discuss his company, the cannabis industry, and how the sector rallied after President Biden’s announcement on marijuana. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss recent BI findings on why it’s so difficult to untangle the US-China tech supply chain. Brendan Murray, Trade Tsar with Bloomberg News, joins Woo Jin Ho to discuss further supply constraint. Mandeep Singh, senior technology analyst with Bloomberg Intelligence, joins the show to discuss Nvidia and other chip stocks struggling as the semiconductor industry has one of its worst years in over a decade. Kevin Tynan, Senior Automotive Analyst with BI, also joins to discuss auto pre-market movers, Ford and Rivian. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, joins the show for a roundtable to discuss the latest on the Ukraine war, and Ros Mathieson, Bloomberg News Executive Editor for International Government, joins the show to talk about the latest tensions between China, Taiwan, and the US. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, discusses Credit Suisse offering to buy back debt. Geetha Ranganathan, Bloomberg Intelligence Analyst of US Media, and Bloomberg anchor Kailey Leinz, host of ‘The Lineup’ on Fridays, join the show to talk about the ESPN-DraftKings near partnership. Poonam Goyal, Senior Analyst, US Retailing with Bloomberg Intelligence, and Jess Menton, equities reporter with Bloomberg News, talk about signs of a tech slowdown with Amazon abandoning its auto delivery robot and chip makers delivering grim outlooks. Jason Wilson, Cannabis Research and Banking Expert with ETF Managers Group, joins to discuss President Biden’s marijuana pardoning, the sector, and his ETF products. Kathy Burton, hedge fund reporter with Bloomberg News, and Tom Maloney, Editor with Bloomberg News, discuss their “Big Take” story on Steve Cohen’s past legal troubles and how has Mets ownership has overshadowed them. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the show to discuss European equities. Amena Bakr, Chief OPEC correspondent with Energy Intelligence, joins the show to discuss Nord Stream sabotage and OPEC production cuts. Scott Levine, analyst with Bloomberg Intelligence, joins the show to talk about Halliburton stock driving the late day push yesterday and outlook for energy in the US. Bloomberg Washington correspondent Joe Mathieu joins as well to talk about the political response in the US to the OPEC+ move. Mandeep Singh, Senior Technology analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush securities, talk about Twitter and tech stocks. Joe Meyer, CEO and Founder at Meyer Capital, makes sector and stock picks and gives his market outlook for 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Erica Adelberg, MBS strategist with Bloomberg Intelligence, discusses the mortgage market, interest rates, and the Fed. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to discuss the stock market, the Fed, and gives his macro outlook. Randy Schwimmer, co-head of lending at Churchill Asset Management, joins the show to talk about the private debt. Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, and Ed Ludlow, west coast correspondent with Bloomberg News, discuss Elon Musk, Twitter, and Tesla. Matthew Palazola, Senior Analyst of P&C Insurance with Bloomberg Intelligence, joins the show to discuss the effects of Hurricane Ian and outlook for insurance. Alison Williams, Senior Global Banks and Asset Managers analyst, discusses the latest on Credit Suisse and banks. Priscila Azevedo Rocha, with Bloomberg News, discusses the latest BN story on greenwashing entering the debt market and derailing climate goals. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alison Williams, Bloomberg Intelligence Senior Global Banks & Asset Managers Analyst, joins the show to discuss Citic Securities outpacing Goldman Sachs as the top share sale arranger and Credit Suisse’s troubles. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to talk about whether the Fed is going too far with raising rates as well as instability in the UK. Jonathan Webb, CEO at AppHarvest (NASDAQ: APPH), discusses commodity prices, inflation, and the supply chain and how that’s affecting food distributors and food services. Patricio Alvarez, equity research analyst with Bloomberg Intelligence, joins the show to discuss RWE and Con Edison. Sonali Basak, Bloomberg News Wall Street reporter, and Paul Davies with Bloomberg Opinion discuss Credit Suisse. Kevin Tynan, Bloomberg Intelligence Senior Autos Analyst, joins the show to discuss Tesla missing estimates despite securing record deliveries in the third quarter. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Alfonso Peccatiello, author and former head of fixed income portfolio management at ING Deutschland, joins the show to discuss markets, investing strategies and global headwinds. Bloomberg's Abigail Doolittle joins the show to break down Nike's outlook. Nick Stadtmiller, Director of Emerging Markets at Medley Global Advisors joins the show to discuss geopolitical unrest and global credit pressures. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, joins the show to discuss the latest from the municipal bond market. Dr. Quincy Krosby, Chief Global Strategist for LPL Financial joins the show to discuss market uncertainty and the economy. Hosts are Paul Sweeney and Ed Ludlow, in for Matt Miller. See omnystudio.com/listener for privacy information.

Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the housing market and give her insights on markets and interest rates. Dave Harden, Founder and President of Summit Global Investments joins the show to discuss investment strategies and markets. Bloomberg Intelligence Senior Analyst Anurag Rara joins to talk about Apple's downgrade and their outlook. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show to give his take on markets. Jay Bryson, Wells Fargo Chief Economist, joins to discuss the impact a recession could have, particularly on minorities and the Hispanic population. Hosts are Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.

Vince Cignarella, Global Macro Strategiest with Bloomberg News, joins the show to discuss the latest from the UK and how it's affecting global markets. Katerina Simonetti, Senior VP at Morgan Stanley Private Wealth Management joins to share her insight on investing and to discuss markets. Bloomberg Health Reporter Robert Langreth joins the show to talk about Biogen and Eisai's Alzheimer's research breakthrough. Al Otero, Portfolio Manager at Armada ETF Advisors joins to talk about ETF investing and home prices. Steve Kane, co-CIO and Generalist Portfolio manager with TCW Investment Management joins for TCW's monthly segment to discuss the latest on fixed income markets. Matt Miller and Paul Sweeney host.See omnystudio.com/listener for privacy information.

Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, joins to discuss yields and market response to central banks. Peter Wang, CEO at Cenntro joins to discuss the electric vehicle market and his company. Stephen Gallo, Head of European FX Strategy at the Bank of Montreal joins to discuss currency fluctuations. Sam Dunlap, CIO at Angel Oak Capital joins to talk about the potential for a soft landing in the housing market. Bloomberg Intelligence Senior Analyst Matthew Palazola joins to discuss how much damage Hurricane Ian could cause. Hosts are Matt Miller and Paul Sweeney.See omnystudio.com/listener for privacy information.

AJ Oden, Senior Investment Strategist at BNY Mellon Investor Solutions, discusses investment strategies for 2022 into the next year. Nakul Duggal, Senior VP and General Manager of Automotives at Qualcomm Technologies, joins the show to discuss supply chain, chips, auto manufacturing, and outlook for the sectors. Ed Ludlow, west coast correspondent with Bloomberg News, joins the show to talk about the trial of Nikola founder Trevor Milton, which he is covering in New York. Leo Kelly, founder, CEO, and partner of Verdence Capital Advisers, talks about investing and the economy in 2022. Ed Price, senior fellow at NYU and political economist, talks about the UK economy in shambles, Liz Truss’ tax cut, and the political and economic implications of her decision. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.