Bloomberg Intelligence

Bloomberg
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Apr 20, 2022 • 24min

Netflix, China, And Real Estate (Podcast)

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.See omnystudio.com/listener for privacy information.
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Apr 19, 2022 • 24min

Housing, Return-To-Work, And Travel (Podcast)

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.See omnystudio.com/listener for privacy information.
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Apr 18, 2022 • 23min

Markets, Elon Musk, And Bank Earnings (Podcast)

Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA and creator of the WealthAbility System, discusses how cryptocurrency is taxed in America on Tax Day. Sonali Basak, Bloomberg News Wall Street reporter, talks about discusses Bank of America earnings and how the Street views the economy in 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Apr 14, 2022 • 29min

Central Banks, Ukraine, And The Economy

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the economy, inflation, and the Federal Reserve in 2022. Ed Price, Senior Fellow (non-resident) & former British Trade Official at NYU, talks about the economy and global markets in 2022. Sadek Wahba, Founder, Chairman and Managing Partner of I Squared Capital and Member of Council on Foreign Relations, talks about the Ukraine war and how it’s affecting global markets. Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, discusses global economies, retail, and consumer pressure. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Apr 13, 2022 • 26min

Ukraine, Travel, And Markets

Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinformation and whether ordinary Russians understand what’s happening in Ukraine. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, and Delta earnings. Ellis Phifer, Managing Director – Fixed Income Capital Markets at Raymond James, discusses markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Apr 11, 2022 • 24min

Markets, Cybersecurity, And The Supply Chain

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine-Russia war. Bob Kolasky, Senior VP for Critical Infrastructure at Exiger, talks about cybersecurity. Sylvia Wulf, Executive Director, President, and CEO of AquaBounty Technologies, Inc., discusses using technology to meet global seafood demand and the supply chain challenges associated with it. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Apr 8, 2022 • 21min

Markets, The French Election, And Women In Finance

Jess Menton, Equities Reporter with Bloomberg News, discusses markets, stocks, and inflation. Laura Wright, Producer with Bloomberg TV, discusses the French election and what it means for the US and global economies as well as the war in Ukraine. Hans Olsen, CIO at Fiduciary Trust Company, talks about markets, investing, and the economy. Mary Ellen Iskenderian, CEO at Women’s World Banking, talks about women working in finance and job opportunities in the sector in America and in developing nations. Hosted by Matt Miller and Kriti Gupta.See omnystudio.com/listener for privacy information.
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Apr 7, 2022 • 24min

Markets, Inflation, And Golf

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Seth Carpenter, Morgan Stanley Chief Global Economist, talks about the economy, inflation, and the possibility of a recession in 2022. Luvleen Sidhu, Chair, CEO, and Founder of BM Technologies, Inc., talks about FinTech, the economy, and digital banking. Randy Peitsch, COO of PGA Superstore, talks about company growth and the supply chain. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Apr 6, 2022 • 35min

The Fed, Airlines, War, And Return-To-Work

Former NY Fed President Bill Dudley and Bloomberg News Editor-in-Chief emeritus Matt Winkler discuss whether the Federal Reserve is behind the curve as well as inflation and the US economy. Annmarie Hordern, Washington correspondent with Bloomberg Television, discusses the former Russian oligarch saying Putin is already at war with the West and has the latest on the war in Ukraine. George Ferguson, Senior Aerospace/Defense & Airline Analyst with Bloomberg Intelligence, discusses JetBlue making a bid to buy Spirit Airlines. Rania Sedhom, Managing Partner of the Sedhom Law Group, discusses New York’s new employment laws and working from home. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Apr 5, 2022 • 25min

Markets, Meta, And Cyberthreats

Megan Durisin Albery, Agriculture reporter with Bloomberg News, discusses her Bloomberg “Big Take” story on grain and other commodity markets being upended by the war in Ukraine. Akshata Bailkeri, Equity Analyst at Bruderman Asset Management, discusses markets, inflation, and the economy in 2022. Matt Kramer, National Sector Leader, Consumer & Retail and Advisory Partner at KPMG, discusses consumer sentiment about the metaverse and projections for metaverse growth in the coming years. Wendy Thomas, CEO of Secureworks, talks about data protection, cybersecurity and cyberthreats amid the Ukraine-Russia war. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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