Bloomberg Intelligence

Alison Williams analyzes Bank of America and Morgan Stanley earnings, Craig Trudell talks about Tesla hiring, Jill Blanchard discusses U.S. retail sales, and Douglas Durst explores commercial real estate. The podcast also recaps the Republican National Convention and delves into political strategies.

Guests discuss Goldman Sachs’ profit surge, a Trump shooting incident, swing voters in the election, and market outlook. Insights on BlackRock earnings, market trends, and potential VP picks. Interesting conversations on financial strategies and market impacts.

Guests discuss the aftermath of an assassination attempt on former President Trump, emphasizing the need for calm political discourse, historical context of political violence, and preparations for the upcoming Republican National Convention in Milwaukee.

Sam Fazeli discusses Eli Lilly acquiring Morphic for $3.2 billion. Mandeep Singh talks about Microsoft and Apple stepping back from OpenAI roles. George Ferguson covers Delta Airlines earnings. Tim Craighead highlights 10 companies to watch in 3Q. Martin Tengler explores the importance of hydrogen in a green future.

Joanne Hsu talks consumer sentiment data, Alison Williams discusses U.S bank earnings, and Phil Orlando shares market outlook. Other topics include AT&T hack, Biden's news conference, NATO summit, and impact of drone technology on modern warfare.

Discover insights into Citadel Securities shaking up banks' trading desks, analysis of U.S CPI data, the state of commercial real estate, Delta airlines earnings, and the evolving trading landscape towards technology-driven models

Mandeep Singh discusses Microsoft and Apple backing out of OpenAI board roles due to regulation. Steve Matthews previews Fed Chair Powell's testimony and inflation concerns. They also explore monetizing AI across sectors and AI impact on businesses.

Sam Fazeli discusses Eli Lilly acquiring Morphic. Sean O'Hara talks about the ETF market. Jared Dillian advises investors. The show covers pharmaceutical acquisitions, market stability, green hydrogen, and investment strategies.

Airbnb's impact on Paris Olympics, ZEC's cloud-based software for board meetings. Supreme Court's climate decision, ABB's role in sustainability. NextEra Energy leading clean energy in Florida. Metals demand for energy transition.

House Democrats consider urging Biden to withdraw from the race. Paramount's deal with Skydance Media discussed. JPMorgan's Kolanovic's Exit analyzed. ISM data from June explored. Potential impact of Biden's candidacy on Congress highlighted. Skydance's renegotiation with Paramount unpacked. Challenges faced by entertainment industry due to streaming platforms examined.