Afleveringen
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On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a temperature check of China's economy with Shehzad Qazi, Managing Director at China Beige Book International.
See omnystudio.com/listener for privacy information.
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On today's episode, we look at Wall Street’s tech-led rebound from a selloff that sent shockwaves through global markets, as focus turns to the Federal Reserve’s rate decision and US mega-cap earnings. We speak with Bloomberg's MLIV Asia Team Lead, Garfield Reynolds, in Sydney. Plus - insights from Tom Bruce, Macro Investment Strategist at Tanglewood Total Wealth Management.
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Zijn er afleveringen die ontbreken?
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On today's episode, we take a deep dive into the Chinese AI startup DeepSeek. News of the company's new R1 chatbot sparked a sell-off in many AI-tech related names, wiping out nearly $1 trillion in market cap from US and European tech stocks. We speak with Vlad Savov, Bloomberg Tech Editor in Hong Kong. Plus, we get reaction from the States with Jamie Cox, Managing Partner at Harris Financial Group.
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In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.
You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:
On Apple: http://bit.ly/3DWYoAN
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On today's episode, a look at the real estate market in Hong Kong and beyond with Adriel Chan, Chair and Executive Director of Hang Lung Properties. Plus, a look at broader market action ahead of the holiday-shortened trading week with Michael Dyer, Investment Director, Equities & Multi Asset, at M&G Investments.
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.
In the US – a preview of next week’s Fed decision and U.S tech earnings. In the UK – a preview of next week’s ECB decision. In Asia – a preview of next week’s RBA decision and a look at U.S-China trade relations.See omnystudio.com/listener for privacy information.
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On today's episode, we wrap up the trading week in the Asia-Pacific with Paul Dobson, Bloomberg News Executive Editor for Asia Markets. He shares his reaction to US President Donald Trump's remarks at the World Economic Forum's annual meeting in Davos, Switzerland. Plus - Hong Kong Financial Secretary Paul Chan sits down with Bloomberg's Haslinda Amin in Davos to share his outlook for Hong Kong, China, tariffs, and more.
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On today's episode, a look at FX volatility with Ju Wang, Head of Greater China FX & Rates Strategy at BNP Paribas. Plus, we explore how the AI trade is propelling markets with Larry Tentarelli, Chief Technical Strategist at Blue Chip Daily Trend Report.
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On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner & Senior Investment Strategist at BondBloxx.
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Donald Trump has been inaugurated as the 47th president of the United States. The dollar rallied and Asian stocks trimmed their opening gains after President Trump said he was considering enacting previously threatened tariffs on Canada and Mexico starting next month.
Featuring:
Mary Nicola, Bloomberg MLIV Strategist in Singapore
Daniel Drezner, Tufts University Professor of International Politics
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.
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On today's episode, a look at the state of global markets on the eve of Donald Trump's inauguration in the US. Hua Cheng, Director of Asia Credit Research at AllianceBernstein joins the program from Hong Kong. We also speak with Shana Sissel, President and CEO at Banrion Capital Management.
See omnystudio.com/listener for privacy information.
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.
In the US – a preview of what comes next for the U.S economy when Donald Trump takes office, and Netflix earnings. In the UK – a preview of the World Economic Forum in Davos. In Asia - a preview on whether Donald Trump will make good on his threats toward China.See omnystudio.com/listener for privacy information.
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On today's episode, a look at reported merger talks between mining giants Rio Tinto and Glencore with Bloomberg's Paul Allen in Sydney. Plus - a look at the regulatory landscape for crypto in both Asia and the United States, ahead of Donald Trump's inauguration next week. We speak with Katherine Dowling, Chief Compliance Officer at Bitwise Asset Management.
See omnystudio.com/listener for privacy information.
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On today's episode, we explore what an Elon Musk acquisition of TikTok's US operations would look like with Catherine Thorbecke, Bloomberg Opinion Tech Columnist in Tokyo.
Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on news of an Israel-Hamas ceasefire in Gaza.
Plus, a look at how recent US economic data has rippled through markets with Ross Mayfield, Investment Strategist at Baird Private Wealth Management.
See omnystudio.com/listener for privacy information.
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On today's episode, we explore where opportunities lie in emerging markets with Rahul Chadha, Founder and Chief Investment Officer at Shikhara Investment Management.
Plus, a look at how the week's US eco data will play into the Fed's policy path with Rob Haworth, Senior Investment Strategist at US Bank Wealth Management.
See omnystudio.com/listener for privacy information.
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Featuring:
Annabelle Droulers, Bloomberg Tech Reporter in Hong Kong
David Waddell, CEO and Chief Investment Strategist at Waddell & Associates
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.
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Featuring:
James Abate, Managing Director and Chief Investment Officer at Centre Asset Management
Rahm Emanuel, Outgoing US Ambassador to Japan
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.
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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.
In the US – a look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV sector and what comes next in the U.S, Nippon Steel saga.See omnystudio.com/listener for privacy information.
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Featuring:
Mary Nicola, Bloomberg MLIV Strategist in Singapore
Gearoid Reidy, Bloomberg Opinion Columnist in Tokyo
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.
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Featuring:
Mark Konyn, Chief Investment Officer at AIA Group
Gene Goldman, Chief Investment Officer at Cetera Financial Group
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-esSee omnystudio.com/listener for privacy information.
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