Equities, Cannabis, Chips, And Geopolitics (Podcast)
Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this week. Chris Beals, CEO of Weedmaps (NASDAQ: MAPS), joins the show to discuss his company, the cannabis industry, and how the sector rallied after President Biden’s announcement on marijuana. Woo Jin Ho, Senior Hardware Analyst with Bloomberg Intelligence, joins the show to discuss recent BI findings on why it’s so difficult to untangle the US-China tech supply chain. Brendan Murray, Trade Tsar with Bloomberg News, joins Woo Jin Ho to discuss further supply constraint. Mandeep Singh, senior technology analyst with Bloomberg Intelligence, joins the show to discuss Nvidia and other chip stocks struggling as the semiconductor industry has one of its worst years in over a decade. Kevin Tynan, Senior Automotive Analyst with BI, also joins to discuss auto pre-market movers, Ford and Rivian. Dr. Ariel Cohen, Senior Fellow at the Atlantic Council Eurasia Center, joins the show for a roundtable to discuss the latest on the Ukraine war, and Ros Mathieson, Bloomberg News Executive Editor for International Government, joins the show to talk about the latest tensions between China, Taiwan, and the US. Hosted by Paul Sweeney and Matt Miller.
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