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Jon Hirtle, Executive Chariman at Hirtle Callaghan & Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the digital asset space, and the SEC. Nimrit Kang, co-CIO and Senior PM at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Hosted by Paul Sweeney and Matt Miller.

Jon Hirtle, Executive Chariman at Hirtle Callaghan &amp; Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the digital asset space, and the SEC. Nimrit Kang, co-CIO and Senior PM at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Hosted by Paul Sweeney and Matt Miller.

Listen for investment news and in-depth company research. 

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Markets, Digital Assets, and Goldilocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/13a16fd4-1f99-4c41-9a84-b08c01169e4b/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel prices is forcing carriers to weigh how much of the higher expense they can pass on through fares without dampening bookings.

-Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss & Co. raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions.

-Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses SpaceX’s planned IPO. Elon Musk is racing toward an initial public offering for SpaceX that could value it at around $2 trillion, despite the company's core business not changing much. Musk's attempt to capitalize on AI-related hype has led to a significant increase in SpaceX's valuation, with the company's revenue "approaching $20 billion" and its satellite internet service provider Starlink growing.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses earnings from Delta Airlines. Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. The increase in fuel prices is forcing carriers to weigh how much of the higher expense they can pass on through fares without dampening bookings. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss &amp; Co. raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions. -Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses SpaceX&rsquo;s planned IPO. Elon Musk is racing toward an initial public offering for SpaceX that could value it at around $2 trillion, despite the company's core business not changing much. Musk's attempt to capitalize on AI-related hype has led to a significant increase in SpaceX's valuation, with the company's revenue "approaching $20 billion" and its satellite internet service provider Starlink growing.

Delta Predicts $2 Billion Fuel Hit With CEO Cautious on Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/585ba9a4-4d06-4965-ae49-b426010f0565/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous

-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Bill Ackman's investment firm Pershing Square Capital Management pitching a deal to combine Universal Music Group with an acquisition vehicle publicly traded in the US.

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Broadcom. Anthropic confirmed plans to work with Broadcom and Google to power its operations.

-Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Gilead Sciences agreed to buy private German biotech Tubulis GmbH in a deal worth up to $5 billion to boost its portfolio in cancer drug development.  Novo Nordisk will price its new high-dose Wegovy shot at $399 a month for cash-pay patients, undercutting the cost of most doses of rival Eli Lilly & Co.’s Zepbound.

-Lloyd Arnold, BNEF Data Center Reporter, discusses data centers. The digital infrastructure boom is continuing apace despite jitters in equity markets and fears of a “bubble”. The capital expenditure of the 14 largest publicly owned data center operators globally is seen close to $750 billion this year against a little less than $450 billion last year. 

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney, Emily Graffeo, and Alexis Christoforous -Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses Bill Ackman's investment firm Pershing Square Capital Management pitching a deal to combine Universal Music Group with an acquisition vehicle publicly traded in the US. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest on Broadcom. Anthropic confirmed plans to work with Broadcom and Google to power its operations. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Gilead Sciences agreed to buy private German biotech Tubulis GmbH in a deal worth up to $5 billion to boost its portfolio in cancer drug development. &nbsp;Novo Nordisk will price its new high-dose Wegovy shot at $399 a month for cash-pay patients, undercutting the cost of most doses of rival&nbsp;Eli Lilly &amp; Co.&rsquo;s Zepbound.
-Lloyd Arnold, BNEF Data Center Reporter, discusses data centers. The digital infrastructure boom is continuing apace despite jitters in equity markets and fears of a &ldquo;bubble&rdquo;. The capital expenditure of the 14 largest publicly owned data center operators globally is seen close to $750 billion this year against a little less than $450 billion last year.&nbsp;

Ackman Pitches $65 Billion UMG Deal to Move Listing to US 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4d27adaf-787f-40c0-9848-b4250114fdab/transcript

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch right now in 2Q. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months.

- Youkyung Lee, Bloomberg Asia Stocks Reporter, discusses Micron Technology. Micron Technology is facing challenges in the stock market, with its shares down nearly 20% since hitting a high three weeks ago due to concerns about the memory sector and uncertainty in the broader market.

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple and how the company could boost its AI standing with the revamp of its Siri virtual assistant in June. Anurag also discusses Oracle naming Hilary Maxson as CFO, effective April 6th.

-Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses JPMorgan Chase CEO Jamie Dimon’s letter to shareholders Monday, saying the US needs to “get stronger” in order to maintain its military and economic might.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 10 companies to watch right now in 2Q. Bloomberg Intelligence analysts have identified the most interesting names from their group of high-confidence Focus Ideas. Spanning sectors and regions, each scenario outlines a catalyst in the next few months. - Youkyung Lee, Bloomberg Asia Stocks Reporter, discusses Micron Technology. Micron Technology is facing challenges in the stock market, with its shares down nearly 20% since hitting a high three weeks ago due to concerns about the memory sector and uncertainty in the broader market. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple and how the company could boost its AI standing with the revamp of its Siri virtual assistant in June. Anurag also discusses Oracle naming Hilary Maxson as CFO, effective April 6th. -Katherine Chiglinsky, Bloomberg US Finance Team Leader, discusses JPMorgan Chase CEO Jamie Dimon&rsquo;s letter to shareholders Monday, saying the US needs to &ldquo;get stronger&rdquo; in order to maintain its military and economic might.

Ferraris, Advil, and AI Chips 10 Companies to Watch Right Now 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/339d1113-6398-44c6-984f-b424010e8638/transcript

Markets, Digital Assets, and Goldilocks

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