Bloomberg Intelligence

Bloomberg
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Oct 19, 2023 • 45min

Israel, Biden-Trump, Tesla, and Netflix

Hilary Kalisman, professor at University of Colorado-Boulder, joins to offer her perspective and studies on the Israel-Hamas war, its geopolitical implications, and global diplomatic efforts. Gregory Korte, White House and Political Correspondent with Bloomberg News, discusses the Bloomberg News-Morning Consult poll showing President Biden trailing President Trump in key battleground states. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets and investing. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss Tesla earnings and other tech news. We’re also joined by Bloomberg Intelligence media analyst Geetha Ranganathan to discuss Netflix earnings, ESPN reporting financial figures for the first time, and streaming wars. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses markets and cars. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Oct 18, 2023 • 54min

Israel and Gaza, Choice Hotels, and Bank Earnings

Galit Altstein, Israel economy and government reporter for Bloomberg News, joins to discuss President Biden’s speech in Israel. Chris Whalen, Chairman at Whalen Global Advisors, joins to wrap bank earnings and Fed speak and offers his outlook for the banks, US consumers, and US economy. Pat Pacious, CEO at Choice Hotels (NYSE: CHH), joins to discuss growth for his company a day after their bid for Wyndham was rejected. Amit Kumar, CIO at Param Hansa Values, joins to offer single stock analysis and discusses market risks. Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the broader impact of the tragic hospital explosion in Gaza and how it impacts President Biden’s visit. Mick Mulroy, co-founder of the Lobo Institute and former CIA paramilitary officer, joins to provide his analysis of the explosion at the hospital in Gaza. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Oct 17, 2023 • 55min

Banks, Israel, Retail, and Choice Hotels

Alison Williams discusses Goldman Sachs and Bank of America earnings. Russell Price explores markets and outlook amid geopolitical uncertainty. Henry Meyer talks about President Biden’s trip to Israel and potential for a broader conflict. Julie Van Ullen shares insights on consumer health and retail purchases. Donna Blair discusses the outlook for malls and consumer health. Jody Lurie examines Choice Hotels and Wyndham.
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Oct 16, 2023 • 51min

Israel, the Fed, IPOs, and Fintech

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discusses American diplomacy. Ed Ludlow, host of Bloomberg Technology, joins to talk about slowing Apple iPhone sales in China. Michael Weisz, CEO and president at Yieldstreet, discusses market response to geopolitical uncertainty and his outlook for the year. Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the war between Israel and Hamas, options for the people of Gaza, and Egypt’s potential role. Kati Penney, Head of Corporate Transactions Practice at Cross Country Consulting, joins to discuss public offerings this year amid increased cost of capital, the latest Birkenstock IPO and its broader impact, and how it could all be affected by a government shutdown. Brian Hyndman, CEO at Blue Ocean Technologies, discusses his company, overnight trading, and his outlook for electronic trading platforms. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Oct 13, 2023 • 53min

Markets, Banks, and M&A

Guests including Matthew Jessup, Brad McMillan, Alison Williams, and Jared Dillian talk about markets, investing, big bank earnings, the Fed and inflation, geopolitical risks, corporate takeovers, attracting younger investors, interest rates, consumer credit card usage, oil volatility, Exxon Pioneer deal, mergers and consolidation, and upcoming deals in the market.
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Oct 12, 2023 • 55min

CPI, Financial Advising, and DC Latest

Guests including Trap Kloman, Vance Barse, and Wendy Schiller discuss topics such as the Commonwealth Conference, investing strategies, the war in Israel, real estate, financial advising, the House Speaker candidate, the Republican Party's leadership crisis, the impact of rising interest rates on the real estate market, lack of diversity in the financial advisory industry, challenges faced by financial advisors, and ETFs and alternative investments.
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Oct 11, 2023 • 49min

Israel, Exxon, and House Speaker

Khaled Elgindy, an expert on Middle East politics, discusses the war in Israel and offers perspective on Palestinian politics. Fernando Valle analyzes the Exxon-Pioneer merger and its impact on energy markets. Kara Murphy talks about market responses to geopolitical uncertainty. Nathan Dean gives updates on the vacant House Speaker and its effects on policy and foreign aid. Galit Altstein provides on-the-ground reporting from Tel Aviv. Max Abelson previews his new show on Bloomberg Originals.
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Oct 10, 2023 • 46min

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Israel-Hamas war, bond market rout, PepsiCo earnings, breakdown in potential deal between Saudi Arabia and Israel, impact on oil amid the war in Israel, Chevron's exposure, XM-Pioneer potential deal
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Oct 9, 2023 • 56min

Israel, Geopolitical Risks, and Market Response

Galit Altstein, Ros Mathieson, Ariel Cohen and other experts join the podcast to discuss the latest updates on the war in Israel, including the impacts on the economy, market response, and geopolitical risks in Europe. They also delve into topics such as intelligence failures, potential actions by Israel, market reactions, and advice for investors in light of recent geopolitical events.
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Oct 6, 2023 • 43min

Jobs, Hiring, Tech, and Real Estate

Dan Ives discusses tech trends and the outlook for Apple and Tesla. Julia Pollak explores the latest September jobs numbers. Tom Gimbel breaks down the September Jobs report. Ellis Phifer talks about the bond market and outlook for a recession. John Fish discusses housing development. Javier Palomarez addresses Hispanic employment and business opportunities.

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