streaming, gaming and more. Featured are Kevin Dennean, Technology and Communications Services Analyst Americas, as well as Reid Gilligan, Equity Associate Analyst Americas with the Chief Investment Office. Host: Daniel Cassidy
Jul 11
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update on the latest developments surrounding US trade policy, and thoughts on current US equity valuations. Plus, a preview of the upcomin ... Show More
10m 49s
Jan 2025
Examining the FX Space, Fed Policy Outlook
Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https:/ ... Show More
21m 24s
Nov 2024
Comcast Spins Out Cable Networks
Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.(00:14) Bill Barker and Ricky Mulvey discuss:- Nvidia’s quarter and data center growth.- Why Comcast is spinning off its cable a ... Show More
30m 18s
Dec 2024
US Markets Wrap: A tale of two markets - Is disinflation fading in the US?
David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this ... Show More
9m 21s
Oct 2024
222. Investor perspective: A conversation with BlackRock’s Sandy Boss
This week, Sandy Boss, Senior Managing Director at global investment firm BlackRock and Chair of BlackRock UK, joins us on the podcast. In a conversation with Michael Birshan, a senior partner and the global coleader of our Strategy & Corporate Finance Practice, Sandy shares her ... Show More
15m 38s
Feb 2025
Bracing for Nvidia's Q4 Earnings
On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions.See omnystudio.com/listener for privacy information.
16m 31s