Bloomberg Intelligence

Bloomberg
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Nov 14, 2023 • 37min

Potential Shutdown and Drug Development

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how Treasuries might react to a government shutdown on Friday. Michael Shah, Pharma Analyst with Bloomberg Intelligence, joins to discuss Novo Nordisk, Ozempic, and the weight loss drug push. Jake Saper, Emergence Capital General Partner, joins to talk about investment strategies, tech, and markets. Jereme Sylvain, CFO at DexCom (NASDAQ: DXCM), joins to discuss company earnings, its initiatives in healthcare and specifically for diabetes, and outlook for the firm and industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Nov 13, 2023 • 38min

Government Shutdown, Real Estate, and Tesla

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown and President Biden’s meeting with Chinese President Xi Jinping. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss his tech outlook for 2024 and his views on Tesla and its cybertruck. Margaret McKnight, Partner and Head of Real Estate Portfolio Solutions at StepStone Group (NASDAQ: STEP), joins to talk real estate and investing. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, joins to talk markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Nov 12, 2023 • 33min

Bonus Episode: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts.     Apple: http://apple.co/4935eTf     Spotify: http://spoti.fi/3MaWkJT     Anywhere: http://bit.ly/3QqrPC2     See omnystudio.com/listener for privacy information.
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Nov 11, 2023 • 43sec

Introducing: Elon, Inc.

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts.See omnystudio.com/listener for privacy information.
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Nov 10, 2023 • 37min

Jay Powell, Polestar, Markets, and Veterans

Nathan Dean discusses the eco impact of a government shutdown and the balance of power in the Senate. Mick Mulroy talks about the war in Israel, the war in Ukraine, and 248 years of US Marines. Margie Patel discusses the outlook for markets and the economy. Polestar CEO Thomas Ingenlath discusses the company’s new models and outlook for EVs.
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Nov 9, 2023 • 34min

ETFs, Disney, and CRE

David Bahnsen, Michael Nathanson, Francis Oh, and Young Choi discuss markets, stock picks, Hollywood strikes, Disney earnings, AI ETFs, and outlook for artificial intelligence. Igal Namdar shares his strategy buying struggling malls, legal battles, and outlook for real estate and the CRE sector.
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Nov 8, 2023 • 38min

CT Finances, Yields, Obesity Drugs, and Cars

Sean Scanlon, State Comptroller for Connecticut, discusses Connecticut finances and fiscal spending. Sam Fazeli talks about weight loss drug development and vaccine development. Matt Smith discusses inflationary trends, market outlook, and attractiveness in yields. Philip Richter discusses the impact of higher interest rates on the collector car market.
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Nov 6, 2023 • 34min

Regional Banks, CLOs, and ETFs

Frank Sorrentino, CEO of ConnectOne Bank, joins to discuss his outlook for the economy and Fed, what ConnectOne is seeing in construction lending, as well as other pressures on regional banks. Thomas Majewski, CEO at Eagle Point, joins to talk about collateralized loan obligations, and new managers betting on the market. Dina Ting, Head of the Global Index Portfolio Management Team at Franklin Templeton ETFs, joins to discuss ETF flows and ETF investing strategies. Mark Douglas, CEO at MNTN, joins to discuss the Disney CFO change and preview Disney earnings. Hosted by Matt Miller, Emily Graffeo, Katie Greifeld, and Scarlet Fu.See omnystudio.com/listener for privacy information.
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Nov 4, 2023 • 25min

Introducing: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts.     Apple: http://apple.co/4935eTf     Spotify: http://spoti.fi/3MaWkJT     Anywhere: http://bit.ly/3QqrPC2     See omnystudio.com/listener for privacy information.
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Nov 3, 2023 • 38min

Enbridge, Fed, BMW, and SBF

Greg Ebel, CEO at Enbridge (NYSE: ENB), joins to discuss earnings, the oil industry, and how it’s being impacted by mergers as well as geopolitical conflicts. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss jobs day, recent inflation data, and the Fed decision. Zeke Faux, Bloomberg Businessweek columnist and author of the new book on crypto “Number Go Up,” joins to talk about Sam Bankman-Fried’s guilty plea, and how it fits in the global crypto picture. Hannah Elliott, Bloomberg Businessweek columnist, joins to discuss the BMW XM, Matt’s love for superchargers, and Matt and Hannah’s new podcast.  Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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