Podknife - Activision CEO, First Republic, Earnings, and Stock Picks by The Tape

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Activision CEO, First Republic, Earnings, and Stock Picks

Podcast |: The Tape
Publisher |: Bloomberg
Media Type |: audio
Podknife tags |: Business,; Business News,; Interview,; Investing,; Stock Market
Categories Via RSS |: Business,; Business News,; News
Publication Date |: Apr 27, 2023
Episode Duration |: 00:52:02

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fixed income investments in 2023 and what the bond market is telling us about a potential recession in 2023. Bloomberg Technology host Ed Ludlow interviews Activision CEO Bobby Kotick. Chris Ciolino, Equity Research Analyst with Bloomberg Intelligence, joins to break down Caterpillar earnings. Bloomberg Opinion columnist Brooke Sutherland joins as well, in-studio, to discuss her recent columns and the overall state of the industrial sector. Brian Smoluch, Portfolio Manager at Hood River Capital, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

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