Bloomberg Intelligence
Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
Episodes
Instant Reaction: Boeing Cuts Workforce By 10%
Boeing plans to cut its workforce by about 10%, as the planemaker faces a drawn-out strike by workers and a worsening cash crunch. Hosts Matt Miller and Katie Greifeld discuss with Bloomberg Intelligence senior aerospace and airlines analyst George Ferguson. See omnystudio.com/listener for privacy information.
11/10/24•10m 4s
BI Weekend: Google Breakup, 10 Companies to Watch
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a potential Google breakup. Dasha Afanasieva, Bloomberg Consumer Goods Reporter, talks about the Bloomberg Big Take story: “Perrier Contamination Woes Add to $300 Billion Sector’s Hurdles.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing negotiations with striking workers. Anna Davies, BNEF Head of Renewable Fuels, talks about sustainable aviation fuel. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses research about 10 companies to watch in 4Q. Karen Ubelhart, Bloomberg Intelligence Senior Industrials Analyst, discusses Honeywell’s planned spin off.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
11/10/24•38m 34s
US CPI Rises, Hurricane Milton
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data. Ken Johnson, Walker Family Chair of Real Estate at the University of Mississippi, talks about Hurricane Milton's impact on Florida housing. Kara Murphy, CIO at Kestra Investment Management, discusses U.S CPI data and the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, talks about Hurricane Milton’s impact on insurers. Max Chafkin, Bloomberg Businessweek Senior Reporter, talks about the Bloomberg Big Take piece: “Lina Khan Has Plenty More Targets—If She Gets Another Term.” Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses research about 10 companies to watch in 4Q.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10/10/24•45m 20s
US Weighs Google Breakup, Hurricane Milton
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the U.S weighing a potential Google breakup. Mike Sullivan, Energy and Utilities Consultant, at PA Consulting, talks about Florida utility resiliency and preparations for Hurricane Milton. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney taking a hit financially after Hurricane Milton. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Ana Davies, BNEF Head of Renewable Fuels, discusses sustainable aviation fuel.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
09/10/24•51m 42s
Israel Talks, China Markets
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasting Live from Commonwealth's National Conference for Financial Advisors in Orlando, Florida*Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses Israel holding talks in the U.S as the country weighs how to respond to an Iranian missile attack. Enda Curran, Bloomberg Global Economy Reporter, discusses China market disappointment over a lack of fresh stimulus measures from China. Brad McMillan, Managing Principal, Wealth and Investment Management and CIO, at Commonwealth Financial Network, joins to discuss general market commentary and ways Commonwealth guides advisors during market fluctuations. Rob Kane, Director, Alternative Investments, at Commonwealth Financial Network, joins to discuss Commonwealth’s alternative investments offering. Peter Essele, SVP, Head of Advisory Solutions, at Commonwealth Financial Network, joins to discuss the evolution of Commonwealth’s discretionary portfolio management platform. Chris Fasciano, Senior Portfolio Manager at Commonwealth Financial Network, joins to discuss equity earnings, stock outlook, and ways Commonwealth guides advisors during market fluctuations.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/10/24•45m 17s
Hurricane Milton Impact, Israel-Hamas War
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasting Live from Commonwealth's National Conference for Financial Advisors in Orlando, Florida*Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses how insurers may see losses in the tens of billions if Hurricane Milton directly hits Florida's Tampa Bay. Marc Champion, Bloomberg Opinion Columnist, discusses his column: “Middle East Transformation Must Start With Israel.” Trap Kloman, President and Chief Operating Officer, at Commonwealth Financial Network, joins to discuss how Commonwealth has grown and evolved as an industry-leading RIA. Norman Grant, Managing Director, at Grant Capital, joins to discuss general market commentary, and serving business owners looking for capital management options. Virgil Kahl , President & CEO, Investment Advisor, at Spring Ridge Financial Group, joins to discuss general market commentary. Kris Maksimovich, President of Lewisville Headquarters, at Global Wealth, joins to discuss general market commentary and wealth preservation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
07/10/24•52m 19s
Introducing Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.On Apple: http://apple.co/3Eyz9EX On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.
07/10/24•2m 5s
The ROI Rules of AI: Sirion's Legal AI (Sponsored Content)
What if your contracts could be a roadmap to running your business – the first step in managing your relationships with your suppliers and clients? That’s the function of Sirion, a contract lifecycle management software for in-house legal departments. This episode of The ROI Rules of AI explores how Sirion has recently been upgraded with generative AI functionality designed to make it something the whole company can use, not just its legal staff. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.
06/10/24•10m 5s
BI Weekend: DirecTV, Dish Merger, Nike Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish saying they will merge. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about OpenAI completing a deal to raise $6.6 billion in new funding. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting its first quarter of vehicle sales growth this year. Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, breaks down Carnival earnings. Thomas Rowlands Rees, BNEF's Head of Research for North America, talks about the impact of the Inflation Reduction Act on the energy sector. Janet Lorin, Bloomberg Higher Education Finance Reporter discusses the Bloomberg Big Take story: “Harvard Endowment Paid Out a Fortune and Lost Its Investing Edge.”The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
04/10/24•37m 43s
US Hiring Tops All Estimates, Jobless Rate Falls
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanie Bily, Division President at Employbridge, and Chair of American Staffing Association, discusses the September U.S jobs report and employment trends. Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, discusess his outlook for the markets. Tom Gimbel, Founder and Board Member of LaSalle Network, joins to discuss the September jobs report and hiring in the US. Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses US dockworkers agreeing to end a three-day strike. David Welch, Bloomberg Detroit Bureau Chief, talks about the EU voting to impose tariffs as high as 45% on electric vehicles from China.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
04/10/24•40m 20s
Instant Reaction: US Dockworkers Suspend Strike
Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. See omnystudio.com/listener for privacy information.
03/10/24•4m 45s
Oil Soars on Biden Comments, US Services Activity Expands
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Devika Krishna Kumar, Bloomberg Oil Markets Reporter, discusses oil soaring on President Biden’s remarks about possible Israeli retaliation against Iran. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses the port strike impact on the labor market. Frances Stacy, Chairwoman of the Global Digital Finance Committee, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about OpenAI saying it has completed a deal to raise $6.6 billion in new funding. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Levi Strauss earnings.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
03/10/24•38m 1s
Israel Vows Retaliation, VP Debate
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of the Mideast. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap Tuesday's U.S Vice Presidential debate. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting its’ first quarter of vehicle sales growth this year. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Ellen Wald, President of Transversal Consulting and Senior Fellow at Atlantic Council, joins to discuss the oil markets.Hosts: Paul Sweeney, Alix Steel, and John TuckerSee omnystudio.com/listener for privacy information.
02/10/24•43m 2s
Instant Reaction: Vice Presidential Debate
Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino.See omnystudio.com/listener for privacy information.
02/10/24•18m 40s
Strike Shuts US Ports, Mideast Latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mario Cordero, CEO of Port of Long Beach, discusses the latest on U.S port strikes. Mick Mulroy, Co Founder of Lobo Institute, discusses the latest news out of Israel. Jonathan Panikoff, Director at Scowcroft Middle East Security Initiative at Atlantic Council, discusses the latest news out of the Mideast. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing considering raising at least $10 billion by selling new stock.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
01/10/24•29m 42s
DirecTV, Dish to Merge, Potential Port Strike
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish agreeing to merge. Dani Burger, Bloomberg Television Anchor, and Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discuss looming port strikes. Jerry Cudzil, Generalist Portfolio Manager in Fixed Income Group at TCW, discusses the latest on the markets. Craig Trudell, Bloomberg Global Autos Editor, talks about a slowdown in the European auto industry. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the markets. Thomas Rowlands Rees, BNEF's Head of Research, discusses two years of IRA, and whether it has moved the needle on the energy transition.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
30/09/24•40m 56s
BI Weekend: Visa Lawsuit, Climate Week
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the DOJ suing ‘Visa’ over an antitrust matter. Francesca Maglione, Bloomberg Personal Finance and Higher Education Reporter talks about the Bloomberg Big Take story: “A College Taps Wall Street Playbook to Rival Ivies on Admissions.” David Doherty, Head of Oil and Renewable Fuels Research, joins to discuss how oil and gas are playing into the energy transition. Ravi Menon, Singapore's Climate Action Ambassador and Former Monetary Authority of Singapore Chief, discusses sustainable financing in Southeast Asia. Nadia Calvino, President of the European Investment Bank (EIB), talks about the EIB's role in the European Green Deal. Kyle Kim, Bloomberg Data Visualization Reporter, discusses the Bloomberg Big Take story: “Climate Change Is So Bad, Even the Arctic Is on Fire.”Hosts: Alix Steel and Bailey LipschultzThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
27/09/24•37m 8s
Promising PCE Data, Morning Consult Poll
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Laura Davison, Bloomberg Politics Editor, discusses the latest Bloomberg morning consult poll. Nadia Lovell, Senior U.S. Equity Strategist, Global Wealth Management at UBS, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Arm being rebuffed by Intel after inquiring about buying its’ product division.Michele Martin, President of Prosperity, (an EisnerAmper Company) discusses her markets outlook. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses the impact of tropical storm Helene on oil and gas.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.
27/09/24•41m 27s
NYC Mayor Eric Adams Indicted on Bribery Fraud Charges
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Scott Stringer, Former New York City Comptroller, discusses NYC Mayor Eric Adams’ indictment. Dr. Basil Smikle, Professor of Practice in Columbia University’s School of Professional Studies; and Former Executive Director of the New York State Democratic Party, talks Eric Adams’ indictment. Tom Orlik, Bloomberg Economics Chief Economist, talks about China’s top leaders ramping up efforts to revive growth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on OpenAI discussing giving CEO Sam Altman a 7% equity stake in the company. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Wells Fargo entering a key new phase of its almost seven-year effort to escape a Fed cap on its assets.Hosts: Alix Steel, Bailey Lipschultz, and John TuckerSee omnystudio.com/listener for privacy information.
26/09/24•30m 6s
US Mortgage Rates Fall Again, Israel Widens War
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Stuart Paul, US Economist with Bloomberg Economics, discusses US mortgage rates falling again. Bobby Ghosh, Bloomberg News Senior Editor, talks about the latest Mideast tensions. Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets. Daniel McGahn, Chairman, President, and CEO of AMSC, discusses company news. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. Francesca Maglione, Bloomberg Personal Finance and Higher Education Reporter discusses the Bloomberg Big Take story: “A College Taps Wall Street Playbook to Rival Ivies on Admissions.”Hosts: Alix Steel and Jess MentonSee omnystudio.com/listener for privacy information.
25/09/24•36m 37s
US Consumer Confidence Falls, Biden UN Speech
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasted live from the Earthshot Summit at the Plaza Hotel in NYC*Dana Peterson, Chief Economist at the Conference Board, discusses today’s consumer confidence data. Nick Wadhams, Bloomberg US National Security Team Leader, discusses President Biden’s UN speech. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, joins to discuss her outlook on the markets. Nadia Calvino, President of the European Investment Bank (EIB), discusses the EIB's role in the European Green Deal and how they're investing in digital infrastructure and sustainable projects. Ravi Menon, Singapore's Climate Action Ambassador and Former Monetary Authority of Singapore Chief, discusses sustainable financing in Southeast Asia, central bank policy's impacts on global business, and Singapore's climate action strategy. Scott Levine, Bloomberg Intelligence Senior Industry Analyst, joins to discuss how plastics are emerging as a new recycling frontier for waste companies.Hosts: Alix Steel and Damian SassowerSee omnystudio.com/listener for privacy information.
24/09/24•39m 38s
Intel's Offer from Apollo, Energy Demand on the Rise
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Liana Baker, Bloomberg News Managing Editor of the Deal Team, on Apollo Is Said to Offer Multibillion-Dollar Intel Investment. Gina Drosos, CEO of Signet, joins to discuss company earnings and outlook for diamond jewelry market. Toby Rice, CEO of independent natural gas producer EQT, on the natural gas space and companies operations across the US. Andres Gluski, CEO of AES, on power demand for AI. David Doherty, BNEF Head of Oil and Renewable Fuels Research, on EVs and their impact on Oil market. Hosts: Alix Steel and Norah Mulinda.See omnystudio.com/listener for privacy information.
23/09/24•41m 11s
Instant Reaction: Qualcomm Approached Intel About A Takeover Deal
Intel shares soared after the Wall Street Journal reported that Qualcomm approached the company about a takeover, a potential record-setting deal for the chip industry. For instant reaction and analysis, hosts Carol Massar and Matt Miller speak with Bloomberg Technology co-host Ed Ludlow.See omnystudio.com/listener for privacy information.
20/09/24•9m 12s
BI Weekend: Airline Mergers, TikTok Scrutiny, Auto-Dealer Sentiment
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast: Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson explains Alaska Airlines' acquisition of Hawaiian Airlines. Bloomberg Intelligence Global Director of Credit Research, Joel Levington, discusses the latest stress in the auto sector as auto-dealer sentiment begins to wane. Bloomberg Intelligence Senior Technology Analyst, Mandeep Singh, offers an update on Intel's foundry business and chip deal with Amazon Web Services. Bloomberg Intelligence Media Litigation Analyst, Matthew Schettenhelm, breaks down the latest in a long list of government scrutiny facing TikTok. We get an update on the commercial real estate sector with Jim Somoza, the Managing Director of Industry City in Brooklyn, New York. And Bloomberg Intelligence Senior Policy Analyst, Nathan Dean explains some policy changes from the FDIC that could affect future bank mergers. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.
20/09/24•37m 26s
Nike's CEO Switch, Beverage M&A, and the Markets
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Poonam Goyal, Bloomberg Intelligence Senior US E-Commerce and Retail Analyst, talks about Nike's CEO change and what it means for the company. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, gives her investment outlook. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, joins to discuss M&A in the beverage space. And we get a check on the markets with James Abate, Managing Director and CIO at Centre Asset Management. Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
20/09/24•30m 20s
Sustainability, Markets, and the Fed in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Tracey Campbell, Executive Vice President of Sustainability and Corporate Affairs at LyondellBasell, discusses the current market conditions in petrochemicals and the company's sustainability ambitions. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, gives her outlook on the markets. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, breaks down the latest on the Warner Bros. Discovery-Charter deal and the outlook for Comcast's Epic Universe. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins for a look at the markets. And we speak with Miki Naftali, CEO & Founder of Naftali Group, and Bloomberg's Abigail Doolittle about the state of luxury real estate. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
19/09/24•43m 35s
Instant Reaction: Powell Defends 50 Point Rate Cut
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.
18/09/24•26m 9s
Instant Reaction: The Fed Cuts Rates 50-Basis-Points
Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.
18/09/24•29m 52s
Wall Street Awaits Fed, Multiple Mergers Get Green Light in Court
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dennis Lockhart, Former Atlanta Fed President, gives his expectations for today's Fed decision. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, discusses the markets and her take on what's to come from the Fed. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the Alaska-Hawaiian merger. Jon Caplis, CEO at PivotalPath, talks hedge funds and where he sees opportunities in the future. Jeffrey Cleveland, Chief Economist at Payden & Rygel, talks about the Fed decision and where the U.S economy might be headed. And we get the latest on the FTC challenges to the Kroger-Albertsons and Tapestry-Capri mergers with Bloomberg Intelligence Senior Litigation Analyst, Jennifer Rie. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
18/09/24•45m 10s
Retail Sales, Fed Expectations, and TikTok on Trial
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss the latest U.S. retail sales. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, breaks down expectations ahead of this weeks Fed decision. Bloomberg Intelligence Media Litigation Analyst, Matthew Schettenhelm, explains the outcomes of TikTok's court hearing on Monday and what it could mean for the fate of the app in the U.S. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her outlook on the markets. And Kate Richard, CEO and Co-CIO at Warwick Investment Group, discusses the global energy space.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
17/09/24•38m 44s
Exploring Industry City, Copper Trends, and the Markets
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jim Somoza, Managing Director of Industry City, talks about commercial real estate and how Brooklyn’s Industry City is positioned in NYC’s real estate market. Brian Levitt, Global Market Strategist at Invesco, gives his outlook on the markets ahead of the Fed decision this week. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest from the commodity space. Uma Moriarity, Senior Investment Strategist and Global ESG Lead at CenterSquare, joins to discuss her outlook for the markets. And Bo Qin, Bloomberg BNEF Carbon Analyst, breaks down the latest from the global carbon market.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
16/09/24•38m 17s
BI Weekend: Commerzbank Move, Apple’s Rise
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week's podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the most recent deep dive on the impact of the US elections. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Brian Niccol starting his new role as Starbucks CEO. Philip Richards, Bloomberg Intelligence Senior Analyst for European Banks, discusses UniCredit’s shock move on Commerzbank catching Germany’s government off guard. Austin Carr, Bloomberg News Technology Reporter, discusses the Bloomberg Big Take story: “Apple’s Rise from rebel to $3.4 Trillion World Power.” Micheal Dean, Bloomberg Intelligence Head of Global Autos, discusses how German carmakers are now sinking deeper into an industry-wide crisis. Brenna Casey, Bloomberg BNEF Carbon Capture Analyst, talks about how activity in the carbon capture industry starting to slow.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
13/09/24•37m 48s
US Consumer Sentiment Rises, Boeing Strike
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, joins to discuss the latest consumer sentiment data from UMich. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing workers striking. Mo Haghbin, Head of Solutions and Multi-Asset Strategies at Invesco, discusses his outlook for the markets. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses Adobe earnings and big tech headlines. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Peter Robison, Bloomberg News Investigations Reporter, discusses the Bloomberg Big Take story: "College Football Players Face the Ugly Truth About Payment Deals."Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
13/09/24•39m 51s
ECB Cuts Rates Again, US Producer Prices Pick Up Slightly
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Huw Worthington, Bloomberg Intelligence European Rate Strategist, discusses today’s ECB decision. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses her outlook for the markets. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, talks about JPMorgan limiting junior banker hours and Bank of America monitoring workloads. Todd Borgmann, CEO, at Calumet Specialty talks about sustainable aviation fuel. David Schwartz, Co-Principal and CEO of Slate and Abigail Doolittle, Bloomberg Markets Reporter discuss affordable housing in NYC.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
12/09/24•43m 18s
Core US Inflation Picks Up, Presidential Debate
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S CPI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap the U.S Presidential debate. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the market. Philip Richards, Bloomberg Intelligence Senior Analyst for European Banks, discusses UniCredit’s shock move on Commerzbank catching Germany’s government off guard.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
11/09/24•39m 53s
Instant Reaction: Trump and Harris Debate
Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds. For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino, plus hear live reaction from Philadelphia with Bloomberg Big Take host David Gura.See omnystudio.com/listener for privacy information.
11/09/24•20m 55s
Fed to Cut Biggest Banks' Capital Hike by Half in Overhaul
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Fed Vice Chair for Supervision Michael Barr saying US regulators will make sweeping changes to their bank-capital rules proposal. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple and Google losing multibillion dollar court fights with the EU. Micheal Dean, Bloomberg Intelligence Head of Global Autos, discusses the latest BMW, Volkswagen news. Donald Steinbrugge, Founder and CEO, at Agecroft Partners, discusses the latest with the hedge fund industry. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, takes a deep dive into the impact of the US elections. Joe Mazzola, Charles Schwab’s Head Trading and Derivatives Strategist, discusses the latest STAX report.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10/09/24•43m 4s
Security, Bookmarked: Gaming (Sponsored Content)
When a team of video game developers notice that their files have been moved, they find themselves in a race against time to save the company from ransomware. Adam Marrè, CISO at Arctic Wolf, explains how this cyberattack traced back to a single phishing email and unpacks the ramifications for gaming companies. Then David Adrian from Chrome lays out how leaders can use unphishable authentication methods to protect their teams. This episode is sponsored by Chrome Enterprise.See omnystudio.com/listener for privacy information.
09/09/24•17m 12s
Apple Product Launch, HSBC Mulls Merging Divisions
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple’s product launch. Austin Carr, Bloomberg News Technology Reporter, discusses the Bloomberg Big Take story:” Apple’s Rise from rebel to $3.4 Trillion World Power.” Tomasz Noetzel, Bloomberg Intelligence Senior EU banks Analyst, discusses HSBC weighing combining its commercial and investment bank divisions. Chuck Lieberman, Co-Founder and Chief Investment Officer at Advisors Capital Management, discusses his outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Brian Niccol starting his new role as Starbucks' CEO. Brenna Casey, Bloomberg BNEF Carbon Capture Analyst, talks about activity in the carbon capture industry starting to slow.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
09/09/24•48m 26s
BI Weekend: Best of Bloomberg Power Players
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*The following interviews were recorded live from the Bloomberg Power Players event at Bloomberg Global Headquarters in New York. The summit brings together industry leaders at the intersection of sports, business and technology* On this week’s podcast: David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group; Owner, The Baltimore Orioles, and Cal Ripken, Jr., Baseball Hall of Famer; Founder & Partner, Ripken Baseball, discuss the Baltimore Orioles. Steve Phelps, NASCAR President, discusses trying to build audiences, and expand outside the U.S. Brittney Whiteside, Vice President, ASP College, Altius Sports Partners, discusses how the economics of intercollegiate sports are shifting. Jessica Berman, Commissioner, of National Women’s Soccer League (NWSL), discusses women's soccer. Midge Purce, Forward, NJ/NY Gotham FC & USWNT, talks about what’s next as women’s soccer hits the mainstream. Grant Hill, Managing Director, USA Basketball; Co-Owner, Atlanta Hawks, takes a behind the scenes look at the big talent who brought home the gold for women’s and men's Olympic teams.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
06/09/24•37m 8s
US Hiring Comes up Short in Possible Warning Sign for Fed
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lindsey Piegza, Chief Economist at Stifel, discusses Friday's U.S jobs report. Matt Miskin, Co-Chief Investment Strategist, at John Hancock Investment Management gives market reaction to Friday's jobs report. Dana Wollman, Bloomberg Senior Technology Editor, discusses the latest Broadcom, Intel news and tech selloff. Audrey Childe Freeman, Team Leader and ChiefFX Strategist at Bloomberg Intelligence, discusses dollar movement post-jobs report. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses jobs report and employment trends. Christopher Smart, Managing Partner at Arbroath Group, gives market reaction to Friday's jobs report. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
06/09/24•42m 1s
Instant Reaction: US Job Growth Falls Short, Sets Up Fed Pivot
The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler.See omnystudio.com/listener for privacy information.
06/09/24•24m 28s
US Services Expands at Modest Pace, Power Players Event
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting live from the Bloomberg Power Players event at Bloomberg Global Headquarters in New York. The summit brings together industry leaders at the intersection of sports, business and technology*Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Randal Williams, Bloomberg U.S Sports Business Reporter, discusses the Bloomberg Big Take story: “Billionaire NFL Family Eyes Windfall From Wall Street, Swifties.” Brittney Whiteside, Vice President, at ASP College, Altius Sports Partners, discusses how the economics of intercollegiate sports are shifting. Jessica Berman, Commissioner, of the National Women’s Soccer League (NWSL), discusses women's soccer. Midge Purce, Forward, at NJ/NY Gotham FC & USWNT, talks about what’s next as women’s soccer hits the mainstream. David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group; Owner of The Baltimore Orioles, and Cal Ripken, Jr., Baseball Hall of Famer; Founder & Partner, of Ripken Baseball, discuss the Baltimore Orioles. Steve Phelps, NASCAR President, discusses how Nascar is trying to build audiences, and expand outside the U.S. Grant Hill, Managing Director, of USA Basketball and Co-Owner of the Atlanta Hawks, discusses the big talent who brought home the gold for women’s and men's team. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
05/09/24•1h 2m
US Job Openings Fall, Nvidia latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S JOLTS data. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discuss the latest Nvidia news. Paul Karger, Co-Founder and Managing Partner at TwinFocus, discusses his outlook for the markets. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses the Nordstrom family looking to take their namesake department store chain private. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mackenzie Hawkins, Bloomberg News Technology Reporter, discusses Intel’s cash woes.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
04/09/24•32m 25s
US Manufacturing Activity Contracts, S&P 500 Slides
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Stefan Nicola, Bloomberg European Automotive Editor discusses the Bloomberg Big Take story: “VW Turns on Germany as China Targets Europe's Big EV Blunder.” Marvin Loh, Senior Global Macro Strategist, at State Street discusses his outlook for the markets. Katherine Doherty, Bloomberg Finance Reporter, discusses Citadel Securities and Jane Street being on track for a record revenue haul.Trina White, BNEF Sustainable Finance Analyst, discusses the role that big banks are playing in the energy transition.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/09/24•40m 30s
BI Weekend: Nvidia Earnings, Paramount Saga
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Skydance Media, Paramount news. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, talks about Eli Lilly selling vials of its blockbuster weight-loss drug to patients at a 50% discount to its’ shots. Gene Seroka, Executive Director of the Port of Los Angeles, discusses his forecast for cargo volumes and the shipping industry. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses U.S Retail earnings. Tai Liu, BNEF Global Oil Supply Specialist, talks about the impact of a falling rig count on oil production.Hosts: Paul Sweeney and Emily GraffeoThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
30/08/24•37m 33s
PCE Data Sets Stage for Fed Rate Cut
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Ryan Gould, Bloomberg Deals Reporter, discusses Intel discussing various scenarios, including a split of its product-design and manufacturing businesses. Ben Emons, Chief Investment Officer & Founder at Fed Watch Advisors, discusses his outlook for the markets. Kailey Leinz, Balance of Power Co-Host, discusses the latest Bloomberg News Morning Consult Poll. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to recap Dell earnings. Robin Erickson, Vice President, Human Capital, for the Conference Board, discusses the state of America's workforce as we head into the Labor Day weekend.Hosts: Carol Massar and Tim StenovecSee omnystudio.com/listener for privacy information.
30/08/24•40m 21s
Dollar General Shares Sink, Nvidia Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar General earnings. Dan Morgan, Senior Portfolio Manager at Synovus Trust, talks Nvidia earnings. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the state of U.S commercial real estate. Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Sarah Jacob, Amsterdam Bureau Reporter, discusses ASML’s China chip business facing new curbs from the Netherlands.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
29/08/24•36m 50s
Bloomberg Technology Special: Nvidia CEO Jensen Huang
In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations.See omnystudio.com/listener for privacy information.
28/08/24•26m 34s
Instant Reaction: Nvidia Sales Forecast Falls Short
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results.See omnystudio.com/listener for privacy information.
28/08/24•21m 47s
US Mortgage Rates Drop, Nvidia Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses U.S mortgage rates falling again last week to the lowest level since April of 2023. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets and Nvidia. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Hema Parmar, Bloomberg News Hedge Fund Reporter, talks about the billionaire founders of Two Sigma Investments stepping down.Hosts: Paul Sweeney and Michael ReganSee omnystudio.com/listener for privacy information.
28/08/24•39m 31s
Instant Reaction: Trump Special Counsel New Indictment
The US special counsel investigating former President Donald Trump files an updated indictment that removes several pages of allegations following the Supreme Court's presidential immunity ruling. For instant analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg legal reporter Erik Larson. See omnystudio.com/listener for privacy information.
27/08/24•7m 4s
US Consumer Confidence Rises, Super Micro Slips
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist, Global Indicators at the Conference Board, discusses consumer confidence data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Hindenburg Research's short position and report on Super Micro. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Eli Lilly selling its’ weight loss Zepbound drug vials at a discount. Ruben Hovhannisyan, Generalist Portfolio Manager with TCW’s Fixed Income Group, discusses fixed-income markets. Rania Sedhom, Managing Partner at Sedom Law Group, talks about the struggle of luxury brands, and how price cuts have spread beyond the luxury world.Hosts: Alix Steel and Bailey LipschultzSee omnystudio.com/listener for privacy information.
27/08/24•36m 57s
Oil Prices Surge, Supply Chain Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Tai Liu, BNEF Global Oil Supply Specialist, on U.S oil production forecasts. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on the price of crude surging. Brian Platt, Bloomberg News Canadian Government Reporter on Canada hitting China EVs with Tariffs. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows. And Gene Seroka, Executive Director of the Port of Los Angeles, on cargo volume/supply chain outlook moving forward Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26/08/24•40m 21s
US Retail Earnings, Weight Loss Drug
On this week’s podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses a three-year study that showed that patients taking Eli Lilly ’s blockbuster weight-loss shot were 94% less likely to develop diabetes. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s and TJX earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford Motor saying it’s canceling plans for a fully electric sport utility vehicle. Brendan Murray, Bloomberg Global Trade Editor, discusses his Bloomberg Big Take story: “A $2 Trillion Reckoning Looms as Ports Become Pawns in Geopolitics.” Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, talks about Circle K operator Couche-Tard making a proposal to take over 7-Eleven owner ‘Seven & i Holdings.’ Redd Brown, Bloomberg News Earnings Reporter, discusses earnings from Estee Lauder.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
23/08/24•38m 17s
Uber Offers Self-Driving Cars; Gold vs. Crude
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Tech Industry Analyst Mandeep Singh discuses Uber's pact with GM on offering autonomous vehicles. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market. Bloomberg Intelligence Senior Commodity Strategist Mike McGlone on Gold's relationship with crude oil. and Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix Steel. Producer: Sebastian EscobarSee omnystudio.com/listener for privacy information.
23/08/24•22m 20s
A Bloomberg Surveillance Jackson Hole Special
Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.
23/08/24•49m 5s
Instant Reaction: Harris Accepts Historic Nomination
Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information.
23/08/24•8m 47s
Canada’s Railways Lock Out, Jackson Hole
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Canada’s two biggest railways shutting down after talks with union leaders failed. Michael McKee, Bloomberg International Economics and Policy Correspondent, talks Jackson Hole and previews Fed Chair Jay Powell’s speech tomorrow. Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses his outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, talks Peloton earnings and the latest in the media space. Ben Miller, CEO of Fundrise, discusses the state of commercial real estate.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
22/08/24•41m 42s
US Payrolls Marked Down by Most Since 2009 in Prelim Data
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses BLS jobs numbers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Emily Leveille, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's and TJX earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford Motor recalibrating its electrification strategy yet again.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
21/08/24•31m 21s
Lilly’s Zepbound Cuts Risk of Diabetes
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses how Eli Lilly’s drug Zepbound, cuts the risk of diabetes. Craig Trudell, Bloomberg Global Autos Editor, discusses the European Union saying it plans to introduce an additional 9% tariff on Teslas imported from China. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook for the markets. Henri Pierre-Jacques, Co-founder & Managing Partner, at Harlem Capital Partners, discusses current investments in AI. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook on the markets, investing.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
20/08/24•42m 44s
7-Eleven Owner Gets Buyout Offer
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Seven & I getting a buyout offer from Couche-Tard. Crystal Tse, Bloomberg US Deals Reporter, discusses Billionaire Carl Icahn and his investment firm agreeing to pay $2 million to settle a SEC probe. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses the latest in the EV sector. Frank Monkam, Senior Portfolio Manager at Antimo, discusses the latest on the macro markets and commodities. Redd Brown, Bloomberg News Earnings Reporter, discusses Estee Lauder earnings. Hosts: Paul Sweeney, Michael Regan, and Matt MillerSee omnystudio.com/listener for privacy information.
19/08/24•44m 49s
BI Weekend: Mars, Kellanova Deal, New Starbucks CEO
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanova for nearly $36 billion. Redd Brown, Bloomberg News Earnings Reporter, discusses Home Depot earnings. Jody Lurie, Bloomberg Intelligence Credit Analyst, talks about Starbucks replacing its’ CEO. Yayoi Sekine, Head of Energy Storage Research at BloombergNEF, discusses battery storage and the energy space. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S Justice Department considering breaking up Alphabet’s Google. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, talks about Bank of Nova Scotia agreeing to buy a minority stake in ‘KeyCorp’ for about $2.8 billion. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Victoria’s Secret poaching the top executive from Rihanna’s lingerie brand to lead the retailer’s turnaround. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
16/08/24•38m 4s
US Consumer Sentiment Rises For First Time in Five Months
Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from the University of Michigan. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Mpox and latest news in the Biotech space. Ana Cabral, Sigma Lithium Co-Chair and CEO, discusses company earnings. Matt Calkins, Founder and CEO of Appian, discusses new AI IP Protection Guidelines in response to the lack of AI regulation in the U.SHosts: Alix Steel and Bailey LipschultzSee omnystudio.com/listener for privacy information.
16/08/24•37m 26s
U.S Retail Sales Beat Forecasts, Walmart Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Vineer Bhansali, Founder and Chief Investment Officer of LongTail Alpha, discusses the carry trade, fixed income, and hedging strategies. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the marketsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
15/08/24•39m 10s
Mars to Purchase Kellanova, US Inflation Eases
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanova for nearly $36 billion. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, talks about Victoria’s Secret poaching the top executive from Rihanna’s lingerie brand. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about the US Justice Department considering the break up of Alphabet’s Google. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses U.S CPI data.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
14/08/24•43m 54s
Starbucks Ousts CEO, Home Depot Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jody Lurie, Bloomberg Intelligence Credit Analyst, joins the program to discuss Starbucks replacing its’ CEO. Redd Brown, Bloomberg News Earnings Reporter, discusses Home Depot earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Kathy Winter, Chief Operating Officer at May Mobility, discusses the state of the autonomous vehicle industry and company news. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
13/08/24•41m 17s
B. Riley Faces Wider Probe, Markets Rebound
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Voreacos, Bloomberg Legal Reporter, discusses B.Riley facing a widening US investigation. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Bank of Nova Scotia agreeing to buy a minority stake in KeyCorp. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Eliza Ronalds Hannon, Senior Debt Reporter, discusses the Bloomberg Big Take story: “Hedge Funds Smell Blood as Lenders Turn on Each Other.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
12/08/24•39m 41s
BI Weekend: Buffett Apple Stake, US Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway Earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Jonathan Palmer, Senior Healthcare Analyst at Bloomberg Intelligence talks CVS earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a U.S antitrust suit. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Rob Piconi, CEO of Energy Vault, discusses the energy space. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribersSee omnystudio.com/listener for privacy information.
09/08/24•37m 48s
Fed Survey, Cisco Cuts, US Election
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Steve Matthews, Bloomberg Federal Reserve Reporter, discusses an economist survey that sees the Fed rejecting calls for a jumbo rate cut. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, discusses the latest on the markets. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses a Reuters report on Cisco job cuts, and TSMC earnings. Shawn Donnan, Bloomberg News Senior Economics Writer discusses the Bloomberg Big Take story: “The Swing-State Economic Realities Shaping the US Election.” Erika Maschmeyer, Portfolio Manager at Columbia Threadneedle Investments, discusses her outlook for the markets. Hosts: Alix Steel and Jen RyanSee omnystudio.com/listener for privacy information.
09/08/24•38m 35s
US Stocks Rally After Jobless Claim Data
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bryan Whalen, Chief Investment Officer and a Generalist Portfolio Manager, at TCW, discusses his outlook for the markets. Claudia Sahm, New Century Advisors Chief Economist, discusses her column on why her recession rule was meant to be broken. Madison Muller, Bloomberg Health Reporter, discusses Eli Lilly earnings and weight loss research. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Under Armour earnings. Kevin Near, Bloomberg Intelligence Senior Media Associate Analyst, discusses Warner Brothers-Discovery Earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/08/24•38m 29s
Stocks Get Relief Rally on BOJ
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Ye Xie, Bloomberg Markets Reporter, discusses the Bloomberg News column: “Mnuchin Says It’s Time to Kill the New Treasury Bond He Created.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Airbnb and Lyft earnings. Rob Piconi, CEO of Energy Vault, joins to talk about the energy space, and what his company is doing. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the state of commercial real estate. Sagit Manor, Nayax Chief Financial Officer, discusses company earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
07/08/24•43m 55s
Stocks Rise as Dip Buyers Emerge
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Laura Davison, Bloomberg Politics Editor, talks about Kamala Harris tapping Minnesota Governor Tim Walz as her running mate. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discuses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a DOJ antitrust suit.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
06/08/24•37m 6s
Wall Street Hit by US Recession Fears
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss today’s market selloff, and what it means for Fed policy. Steve Miller, Chair of the ISM Services PMI, discusses US July ISM Services data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses earnings from Berkshire Hathaway, and Warren Buffet slashing stake in Apple. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses a plunge in Bitcoin and commodities.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
05/08/24•46m 4s
Instant Reaction: Will the Fed Cut Quicker After This Selloff?
Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager speaks with Veronica Clark, US Economist at Citigroup.See omnystudio.com/listener for privacy information.
05/08/24•6m 6s
BI Weekend: US Earnings, Morning Consult Poll
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to recap Microsoft earnings. Laura Davison, Bloomberg Politics Editor, discusses the latest Bloomberg News Morning Consult Poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks Boeing earnings. Dave Regnery, Trane Technologies CEO, discusses company earnings. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks T-Mobile earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Duncan Fox, Bloomberg Intelligence Consumer Staples Analyst discusses Heineken earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
02/08/24•37m 12s
Soft Jobs Data, Market Selloff, Tech Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael McKee, Bloomberg International Economics and Policy Correspondent and Joanie Bily, Chief Workforce Analyst at Employbridge, discuss the July jobs report and today’s market selloff. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the latest on the markets. Bill Lee, Chief Economist at Milken Institute, discusses the July jobs report. Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, discusses today's market selloff. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to recap Apple and Intel earnings.Hosts: Alix Steel and Jess MentonSee omnystudio.com/listener for privacy information.
02/08/24•45m 51s
Instant Reaction: Apple Earnings
Bloomberg's Carol Massar and Tim Stenovec report on Apple earnings for the third quarter. See omnystudio.com/listener for privacy information.
01/08/24•16m 31s
Instant Reaction: Intel and Amazon Earnings
Bloomberg's Carol Massar and Tim Stenovec report on Intel and Amazon.com earnings for the second quarter.See omnystudio.com/listener for privacy information.
01/08/24•9m 43s
Ackman IPO, Meta Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest on Bill Ackman’s IPO. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Meta earnings. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Hilary Spann, Executive Vice President of BXP, discusses the latest in NY real estate. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, previews tech earnings after the closing bell. Greg Friedman, Peachtree Group Managing Principal and CEO, discusses the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
01/08/24•47m 23s
Instant Reaction: Meta Reports Earnings
Bloomberg's Carol Massar and Tim Stenovec cover the latest earnings from Meta, the parent company of Facebook. They speak with Bloomberg News Contributor Jon Erlichman and Bloomberg News Social Media Reporter Aisha Counts. See omnystudio.com/listener for privacy information.
31/07/24•9m 25s
Instant Reaction: Jay Powell Talks Fed Policy
Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision. See omnystudio.com/listener for privacy information.
31/07/24•28m 18s
Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.See omnystudio.com/listener for privacy information.
31/07/24•30m 14s
Boeing Names New CEO, Fed Meeting
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses this week’s Fed meeting. Laura Davison, Bloomberg Politics Editor, talks about the recent Bloomberg News Morning Consult poll. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses today’s Fed decision and his outlook for the U.S economy. Dave Regnery, Trane Technologies CEO, discusses company earnings. Jennifer Grancio, Global Head of Distribution at TCW, discusses her outlook for the ETF sector. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
31/07/24•47m 10s
Instant Reaction: Hamas Leader Assassinated in Iran
Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.See omnystudio.com/listener for privacy information.
31/07/24•5m 47s
Instant Reaction: Microsoft, AMD Earnings
Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.Hosts: Carol Massar and Tim Stenovec See omnystudio.com/listener for privacy information.
30/07/24•20m 25s
US Consumer Confidence Rises, Tech Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, discusses U.S consumer confidence data. Michael Smith, Senior Reporter on Bloomberg's National Team, discusses Ken Griffin spending tens of millions of dollars to back Republican primary candidates across the U.S. Sarah Samuels, Head of Investment Manager Research, at NEPC, takes a look at what big institutional investors, clients, and hedge funds are doing. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to look ahead to tech earnings. Tyler Rosenlicht, Head of Natural Resource Equities, at Cohen & Steers, talks energy markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses JetBlue earnings. Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.
30/07/24•42m 12s
McDonalds Sales Fall, Bitcoin Latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Mary Ann Bartels, Chief Investment Strategist for Sanctuary Wealth, discusses her outlook on the markets. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, talks about Bitcoin approaching a record high. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Duncan Fox, Bloomberg Intelligence Consumer Staples Analyst, talks Heineken earningsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
29/07/24•44m 11s
Harris Campaign, US Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses Joe Biden dropping out of Presidential race, and what a Harris Presidency could mean for investors. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Astrazeneca CFO Aradhana Sarin, discusses company earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
26/07/24•38m 24s
Core PCE Rises at Mild Pace
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lauren Saidel-Baker, Economist and Senior Consulting Speaker, at ITR Economics discusses U.S PCE data. Tom Schoenberg, Bloomberg Senior Reporter, discusses U.S authorities accusing famed short-seller Andrew Left of committing fraud. Steven Major, Global Head of Fixed Income Research at HSBC, discusses the latest on the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on Kamala Harris’s presidential campaign. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market.Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.
26/07/24•37m 2s
US GDP Rises, Airline Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent economic data in the U.S. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, on Southwest and American Airlines earnings. Aradhana Sarin, Chief Financial Officer, at Astrazeneca, discusses company earnings. Sean Hehir, Principal and Managing Partner at Trinity Investments, discusses the state of commercial real estate. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, talks about recent luxury earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
25/07/24•39m 15s
Tesla, Alphabet Shares Slump
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Sonny Kalsi, Co-Chief Executive Officer of BGO, discusses the state of commercial real estate. Max Abelson, Bloomberg News Finance Reporter, discusses the directive of Wall Street Democratic donors to raise lots of money for Vice President Kamala Harris’s presidential campaign. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
24/07/24•42m 36s
UPS Shares Fall, Harris Campaign
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S presidential race. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. Chris Wright, CEO of Liberty Energy, discusses the energy sector. Kevin Tynan, Director of Research at The Presidio Group, previews Tesla earnings, and discusses the state of auto industry. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
23/07/24•42m 24s
Biden Drops Out, Harris Gains Support
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses Joe Biden stepping down, and what a Kamala Harris presidency could mean for investors. Wendy Schiller, Professor at Brown University and Interim Director of the Watson Institute, discusses the political implications of Joe Biden dropping out of the presidential race. Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics, discusses the macroeconomic impact of Biden dropping out. Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses how tax plans could look under a Kamala Harris presidency. Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses the latest on the markets, and gives reaction to Biden dropping out.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
22/07/24•43m 13s
Introducing 'Here's Why' - Complex News Stories Explained
Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.See omnystudio.com/listener for privacy information.
21/07/24•30s
Trump Interview, Tesla Hiring, U.S Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Brad Stone, Bloomberg Businessweek Editor, talks about Bloomberg Businessweek's interview with former President Donald Trump. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses recent U.S election research. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla looking to hire nearly 800 new employees. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks United Airlines earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
19/07/24•38m 4s
Global IT Crash, RNC Recap, Netflix Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses this morning’s global IT outage. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, and Annmarie Hordern, Chief Political Correspondent and Anchor of Bloomberg Surveillance, recap this week’s Republican National Convention. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. Ken Leon, Director of Equity Research at CFRA Research, talks Netflix earnings.Hosts: Alix SteelSee omnystudio.com/listener for privacy information.
19/07/24•42m 44s
Amazon Prime Day Sales, Blackstone Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon Prime Day results. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Joseph Brusuelas, Chief Economist at RSM, discusses his outlook for the U.S economy and the markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses United Airlines earnings. David O'Reilly, CEO of Howard Hughes, talks about the state of commercial real estate.Hosts Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.
18/07/24•40m 10s
China Trade Curbs, Trump Interview
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Enda Curran, Bloomberg Global Economy Reporter, discusses the U.S warning allies of tougher trade rules in China. Brad Stone, Bloomberg Businessweek Editor, discusses Bloomberg Businessweek's interview with former President Donald Trump. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses his most recent U.S election research. Tali Miller, Chief Business Officer, at REE Automotive, discusses the state of the EV industry and recent company news.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
17/07/24•41m 49s
US Bank Earnings, Tesla Hiring
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanley earnings. Craig Trudell, Bloomberg Global Autos Editor, talks about Tesla looking to hire 800 new employees. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, discusses U.S Retail sales. Douglas Durst, Chairman of the Durst Organization, talks about the state of commercial real estate. Jodi Schneider, Political News Director for Bloomberg TV and Radio, recaps Monday at the Republican National convention in Milwaukee.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
16/07/24•41m 15s
Goldman Profit Surges, Trump Shooting
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Goldman Sachs earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss a Trump assassination attempt, and where swing voters stand in the presidential race. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
15/07/24•40m 15s
Surveillance Special: Trump Assassination Attempt
Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump. They speak with: Hadriana Lowenkron, Bloomberg News reporter Terry Haines, Pangea Policy founder Jordan Fabian, Bloomberg News white house correspondent Wendy Schiller, Director of the Taubman Center for American Politics and Policy, Brown University Henrietta Treyz, Veda Partners managing partner Rick Davis, Bloomberg politics contributor and partner at Stone Court Capital Joe Mathieu, host of Bloomberg Balance of Power Jeanne Sheehan Zaino, Bloomberg politics contributor and Iona University political science professor Nancy Cook, Bloomberg News Senior national political correspondent Greg Valliere, AGF Investments Chief U.S. Policy Strategist Mick Mulroy, Lobo Institute co-founder Jack Devine, Arkin Group President See omnystudio.com/listener for privacy information.
14/07/24•2h 26m
Eli Lilly, Morphic Deal, Delta Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly agreeing to buy U.S. gut-drug maker ‘Morphic’ for about $3.2 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Microsoft and Apple dropping plans to take board roles at OpenAI. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Delta Airlines earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q. Martin Tengler, Bloomberg BNEF Head of Hydrogen Research, discusses hydrogen, and why it’s important as we move towards a green future.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
12/07/24•36m 24s
U.S Consumer Sentiment Falls, Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about a new AT&T hack. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Biden's news conference on Thursday. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, recaps this week's NATO summit.Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.
12/07/24•45m 22s
Citadel Trading Plan, U.S CPI, Delta Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Citadel Securities crafting a plan to shakeup banks' trading desks. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Steven Jacobs, President of Ten-X, talks about the state of commercial real estate. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks about Delta airlines earnings.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
11/07/24•43m 57s
OpenAI Board Plans, Powell House Testimony
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Microsoft and Apple dropping plans to take board roles at OpenAI. Steve Matthews, Bloomberg Federal Reserve Reporter, previews Fed Chair Jay Powell’s testimony before the House Financial Services Committee.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10/07/24•16m 10s
Eli Lilly to Purchase Morphic, Green Hydrogen
Watch Bloomberg Intelligence LIVE every day on YouTube: http://bit.ly/3vTiACF.On today's podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly agreeing to buy Biotech company Morphic. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management. Sean O'Hara, President of Pacer ETFs, on current state of ETFs. Jared Dillian, author and Founder of The Daily Dirtnap, on what investors should be looking out for. And Martin Tengler, Bloomberg BNEF Head of Hydrogen, on US climate goals using clean hydrogenSee omnystudio.com/listener for privacy information.
08/07/24•47m 4s
Airbnb Rentals for Paris Olympic Games, Climate Goals at Risk
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this weekend’s podcast: Dave Stephenson, Airbnb Chief Business Officer, on how Airbnb rentals has been impacted by the Paris 2024 Olympic Games. Edward Norton, actor and Founder of Zeck, on his cloud-based software platform transforming board meetings. Andrew John Stevenson, Bloomberg Intelligence Senior ESG Climate Analyst on the demise of the Chevron rule and what that means for climate goals. Peter Voser, ABB Chairman, on how his company is utilizing electrification and automation to enable a more sustainable and resource efficient future. John Ketchum, Chairman and President of Nextera Energy, on how his company is providing clean energy to residents in Florida. And Sung Choi, BloombergNEF Metals and Mining Analyst, on issues with supply and prices of metals used in the energy transition. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
05/07/24•38m 49s
House Democrats Consider Demanding Biden Withdraw From Race
Watch Bloomberg Intelligence LIVE every day on YouTube: http://bit.ly/3vTiACF.On today's podcast: Bloomberg News Congressional Reporter Billy House on breaking news that House Democrats are considering demanding President Biden to withdraw from race. Bloomberg Intelligence US Media Analyst Geetha Ranganathan on Paramount's expected deal with Skydance Media. Bloomberg Equities reporter Alexandra Semenova on JPMorgan’s Kolanovic's Exit. And Steve MIller, Chairman of ISM on latest ISM data from June. Today's show is hosted by Tim Stenovec, Mike Regan and Alix Steel.See omnystudio.com/listener for privacy information.
03/07/24•29m 12s
Fed on Disinflationary Path, Airbnb CBO on Paris Rentals
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Ira Jersey, Chief US Interest Rate Strategist, on the Fed's path to interest rate cuts this year after Fed Chair Jay Powell's panel in Europe. Ben Gliklich, CEO of Element Solutions on providing chemical technology that powers semiconductors. Andrew John Stevenson, BI Senior ESG Climate Analyst on the demise of the Chevron rule. And Dave Stephenson, Chief Business Officer at Airbnb, on how vacation rentals has been impacted by the Paris 2024 Olympic Games.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
02/07/24•30m 10s
2024 Hurricane Season, Latest on Boeing
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Matthew Palazola, Bloomberg Intelligence Senior Analyst of P&C Insurance on Hurricane Beryl and an overview on the 2024 Hurricane Season. And George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst on Boeing's legal challenges and their plan to buy back Spirit AeroSystems. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
01/07/24•17m 55s
Instant Reaction: Supreme Court Immunity Ruling
The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg's Paul Sweeney and Alix Steel get instant reaction.See omnystudio.com/listener for privacy information.
01/07/24•40m 3s
Apple EU Warning, Carnival Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over alleged App store abuses. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses China floating perks for German carmakers in bid to stop EV levies. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America Restaurants and Foodservice. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses his Bloomberg Big Take story: “The Last 72 Hours of Archegos.” Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Bo Qin, Bloomberg BNEF Lead U.S Carbon Analyst, talks about the global carbon market and the price trends in the US and global market.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
28/06/24•37m 39s
SCOTUS Opinions, Debate Reaction
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show and Anthony Sabino, Professor at St John’s University Tobin College of Business, discuss the Supreme Court overturning a Chevron rule. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Caroline Fredericson, Senior Fellow at Brennan and Strategic Councilor on Democracy and Power at Open Markets Institute, discuss a SCOTUS ruling backing a Jan 6th defendant. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses last night's U.S Presidential debate. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, talks about today’s economic data in the U.S.Hosts: Alix Steel and Emily GraffeoSee omnystudio.com/listener for privacy information.
28/06/24•48m 17s
Instant Reaction: 2024 CNN Presidential Debate
Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn. See omnystudio.com/listener for privacy information.
28/06/24•16m 14s
SCOTUS Abortion Ruling, Walgreens and Micron Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses today’s U.S Supreme Court ruling on abortion. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of today’s SCOTUS ruling on the Presidential election, and looks ahead to tonight's Presidential debate. Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, breaks down Micron earnings. Kate Richard, Founder and CEO of Warwick Investment Group, discusses investing in oil and gas and in energy transition metals. Jonathan Palmer, Senior Healthcare Analyst at Bloomberg Intelligence discusses Walgreens earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
27/06/24•39m 44s
Bloomberg Exclusive: Supreme Court Abortion Ruling
The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. See omnystudio.com/listener for privacy information.
26/06/24•10m 36s
SCOTUS Social Media Ruling , FedEx Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Live from Bloomberg Invest Event in NYC* Bloomberg’s John Tucker and June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discuss the US Supreme Court clearing the Biden administration to communicate freely with social media companies. Thomas Black, Bloomberg Opinion Columnist who covers logistics, manufacturing and aerospace, discusses FedEx earnings. Clark Cheng, CEO & Chief Investment Officer, at Merrimac Corporation, discusses a panel he’s speaking on about meeting the needs of the rising generation. Rebecca Lynn, Co-Founder & General Partner, at Canvas Ventures, discusses the current environment for private investment, and how AI is making its way into all corners of the market. Emily Green, Head of Wealth Management, at Ellevest, joins to discuss a nationwide survey across generations focused on the Great Wealth Transfer. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses the Bloomberg Big Take story: “The Last 72 Hours of Archegos.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26/06/24•43m 22s
US Consumer Confidence Falls, Carnival Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Live from Bloomberg Invest Event in NYC* Dana Peterson, Chief Economist at the Conference Board, discusses the latest consumer confidence data. Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Daniel Morillo, Co-Founder and Head of Quantitative Strategies, at Freestone Grove Partners, joins to discuss panel he is speaking on about the impact of artificial intelligence on the future of finance. Ed Cass, Chief Investment Officer, at CPP Investments, discusses his panel, and how the company is thinking about allocations to bonds, equities, and cash down the road. Kristin Roth DeClark, Global Head of Technology Investment Banking, at Barclays, discusses her panel about the role of private capital in technological innovation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
25/06/24•39m 7s
CDK Hack, Apple EU Warning
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the state of EVs. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over App store abuses. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America restaurants and food service. Mike Hyter, President and CEO of the Executive Leadership Council (ELC,) discusses the most important issues the membership is dealing with today.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
24/06/24•45m 41s
Boeing Latest, Lennar Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses this week’s Boeing whistleblower report. Mark Bergen, Bloomberg Technology Reporter, discusses the story he co-authored titled “Google DeepMind Shifts From Research Lab to AI Product Factory.” Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security at Johns Hopkins Bloomberg School of Public Health, talks about a flesh eating bacteria spreading in Japan. Girish Saligram, President and CEO at Weatherford International, discusses how his company is rebounding post-bankruptcy. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about BNEF's global long-term Electric vehicle forecast.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
21/06/24•39m 41s
SCOTUS Gun Ruling, ETF Reshuffle
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Andrew Willinger, Executive Director, Duke Center for Firearms Law, discuss the U.S Supreme Court upholding a US gun ban in domestic violence cases. James Seyffart, Bloomberg Intelligence ETF Research Analyst, discusses a big reshuffle of a $71 billion ETF looming. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Canada reportedly preparing tariffs on Chinese EVs. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses her midyear uutlook for US Mortgage-Backed Securities.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
21/06/24•42m 17s
SCOTUS Tax Ruling, US Housing
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses the latest SCOTUS ruling about a U.S tax on foreign business income. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses U.S Housing starts data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Dell saying that it’s building a “Dell AI factory” for Elon Musk’s startup xAI alongside Nvidia. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds taking on competitors with a new promotion. Thomas Healy, Founder and CEO of Hyliion, discusses the importance of capitalizing on off grid power generation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
20/06/24•36m 56s
Boeing Report, US Retail Sales
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security, at Johns Hopkins Bloomberg School of Public Health, discusses rising cases of a disease caused by a rare “flesh-eating bacteria” in Japan. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, talks about her journey to the C-Suite in finance.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
18/06/24•46m 16s
French Market Volatility, EV Forecast
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses recent turmoil in European markets. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Mark Bergen, Bloomberg Technology Reporter, discusses the story: “Google DeepMind Shifts From Research Lab to AI Product Factory.” Girish Saligram, President and CEO at Weatherford International (NASDAQ: WFRD) discusses recent company announcements. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses BNEF's global long-term Electric vehicle forecast.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
17/06/24•48m 34s
Oracle Earnings, EU China Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.In this week's podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to break down Oracle earnings. Alex Harris, Bloomberg Short-term Interest Rates Reporter, talks about the Bloomberg Big Take story: “Talent Exit at Williams’ New York Fed Stokes Concern on Its Sway.” Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses his Opinion column: “Macron Plays Fast and Loose With Investor Faith.” Craig Trudell, Bloomberg Global Autos Editor, discusses news that the EU will impose additional tariffs on EV imports from China. John Ketchum, President and CEO of NextEra Energy (NYSE: NEE), discusses how power demand is dramatically increasing. Sung Choi, Bloomberg BNEF Metals and Mining Analyst, talks about an issue with the supply and prices of metals used in the energy transition.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
14/06/24•39m 9s
US Consumer Sentiment Falls, Bump Stock Ban Tossed
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, to discuss the latest consumer sentiment data from UMich. Harold Krent, Professor of Law, at Chicago-Kent College of Law, talks about a bump stock ban being tossed out by the U.S Supreme Court. David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla investors re-approving Elon Musk’s compensation. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest on the markets. Ying McGuire, President & CEO of National Minority Supplier Development Council (NMSD,) will discuss how attacks on DE&I are heating up and diversity initiatives in workplaces are either being eliminated, or they are in danger.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
14/06/24•36m 12s
SCOTUS Abortion Pill Ruling
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Wendy Schiller, Professor at Brown University, discusses the US Supreme Court preserving full access to a widely used abortion pill. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Salih Yilmaz, Bloomberg Intelligence Senior Energy Analyst, discusses recent research surrounding oil prices. Oscar de Bok, CEO of DHL Supply Chain, talks about supply chains and shipping logistics. Ashley Fox, CEO and Founder of Empify, discusses her fintech startup that helps people build wealth.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
13/06/24•44m 55s
Instant Reaction: Supreme Court Backs Full Access to Abortion Pill
The Supreme Court preserved full access to a widely used abortion pill in a case that carried major stakes for reproductive rights and election-year politics. Bloomberg's Paul Sweeney and Alix Steel bring you instant reaction from our Bloomberg News team.See omnystudio.com/listener for privacy information.
13/06/24•14m 30s
Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.
12/06/24•24m 2s
Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.
12/06/24•28m 22s
US CPI Cools, EU China EV Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses U.S CPI data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, talks about today’s Fed decision. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, gives his outlook for the markets. Craig Trudell, Bloomberg Global Autos Editor, discusses news that European Union will impose extra tariffs on electric cars shipped from China as of next month. John Ketchum, President and CEO of NextEra Energy (NYSE: NEE), discusses how power demand is dramatically increasing.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
12/06/24•44m 7s
Apple Shares Rise to a Record, Fed Meeting
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses Apple's news from its’ Worldwide Developers Conference. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, looks ahead to tomorrow’s U.S CPI data and Fed meeting. Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses his Opinion column: “Macron Plays Fast and Loose With Investor Faith.” Robin Erickson, Vice President, Human Capital for the Conference Board, discusses the board's new survey on why mandating on-site work makes it much harder to hold on to your workers.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
11/06/24•35m 33s
Apple AI Plans, EU Elections
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's Worldwide Developers Conference. David Powell, Senior Euro-Area Economist for Bloomberg Economics, talks about the EU election results and its impact on European economies. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Alex Harris, Bloomberg Short-term Interest Rates Reporter, discusses the Bloomberg Big Take story: “Talent Exit at Williams’ New York Fed Stokes Concern on Its Sway.” Ken Fisher, Partner at Fisher Brothers, discusses the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10/06/24•42m 39s
HPE Earnings, Mnuchin Chases Wall Street Glory
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses HPE earnings. Peter Voser, Chairman of ABB, talks about what he's seeing in efforts to electrify and automate hard-to-decarbonize industries, and how best to scale manufacturing of EV charge. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Kyle Harrison, Head of Sustainability Research at BloombergNEF, talks about new carbon offset guidelines from the U.S. Archie Hunter, Bloomberg Commodities Reporter, discusses Trafigura earnings. Max Abelson, Bloomberg News Finance Reporter, discusses his Bloomberg Big Take story: “Mnuchin Chases Wall Street Glory With War Chest of Foreign Money.”The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
07/06/24•38m 43s
US Jobs Surge Reignites Fed Debate
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the May U.S jobs report and employment trends. David Dietze, Senior Investment Strategist at Peapack Private, gives market reaction to Friday's jobs report. Scott Carpenter, Bloomberg Bond Market Reporter, discusses the Bloomberg Big Take Real Estate story: “Wall Street CLO Machine Wipes Out Apartment Investor.” Joe Mysak, Editor of the Bloomberg Brief: Municipal Market, joins to discuss the muni bond market. Laura Modi, CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act, inclusion in finance, and leadership.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
07/06/24•45m 53s
U.S Tech, Lululemon Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft, Nvidia, and Apple being worth more combined than China’s stock market. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, breaks down Lululemon earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Norman Chen, CEO of the Asian American Foundation, talks about his foundation, and a portfolio strategy investing and innovating across four core pillars: anti-hate, education, narrative change, resources & representation. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about his recent market commentaries.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
06/06/24•41m 12s
US Services Activity Rebounds, Modi Wins Backing
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Live at BNY MELLON'S INSITE Conference in Nashville, TN*Anthony Nieves, Chair of the ISM Services Business Committee, discusses US ISM Services Index data. Enda Curran, Bloomberg Global Economy Reporter, talks about Indian Prime Minister Narendra Modi winning crucial backing from two key allies in his coalition, allowing him to form a government and extend his decade in power. Ainslie Simmonds, President of Pershing X, Global Head of Strategy for BNY Mellon’s Pershing, and Head of the Product Management Practice at BNY Mellon, discusses her keynote and new role. Noam Tasch, Head of Revenue and Partnerships, for BNY Mellon’s Pershing X, and Mohan Gurupackiam, Chief Information Officer, at Steward Partners, talk about how Pershing works with Steward Partners and their perspectives on technology fueling growth. Hanneke Smits, Global Head of Investment Management, for BNY Mellon, discusses planned announcements from IM. Lisa Lewin, Director of Prime Services, for BNY Mellon’s Pershing, discusses how alternatives are becoming increasingly accessible to HNW investors.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
05/06/24•45m 20s
U.S JOLTS, India Elections
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Live at BNY MELLON'S INSITE Conference in Nashville, TN*Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S job openings. Dan Strumpf, Bloomberg Senior Reporter in New Delhi, discusses the latest on India’s elections. Jim Crowley, Global Head of BNY Mellon's Pershing, discusses themes from his keynote and Pershing’s Business Strategy. Emily Schlosser, Chief Operating Officer, BNY Mellon’s Pershing, talks about themes from her Insite keynote, and how better operations result in better client service. Ben Harrison, Head of Wealth Solutions, BNY Mellon’s Pershing, discusses Pershing's $1B+ strategy and RIA growth trends. Sareena Dalla Brookshire, Chief Product Officer, BNY Mellon’s Pershing, talks about product innovation and managementHosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
04/06/24•46m 43s
US Factory Activity Contracts, OPEC Meeting
Bloomberg Intelligence: US Factory Activity Contracts (Podcast)Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s manufacturing PMI release. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses Nvidia and AMD’s attempts to take control of AI. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Peter Voser, Chairman of ABB, on what he's seeing in efforts to electrify and automate hard-to-decarbonize industries, and how best to scale manufacturing of EV charge. Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, joins to discuss the most recent OPEC meeting.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/06/24•34m 33s
Conoco Deal, American Air Guidance, Musk Empire
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses ConocoPhillips agreeing to acquire Marathon Oil in an all-stock deal valuing the company at about $17 billion. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about Apple’s China iPhone Shipments. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses American Airlines profit guidance. Oliver Metcalfe, BNEF Head of Wind Research, talks about floating offshore wind prices. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks about earnings from Dick's Sporting Goods. Kurt Wagner, Bloomberg Tech Reporter, discusses his Big Take piece: titled “Tesla’s Slump Exposes Elon Musk’s Distractions Across His Empire.”The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
31/05/24•38m 46s
Core PCE Data Cools , Trump Conviction
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Elias Sabo, CEO of Compass Diversified, discusses Core PCE Deflator eco data. Scott Rechler, CEO and Chairman of RXR, discusses the latest in commercial real estate. Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, talks about the legal implications of former President Donald Trump's guilty verdict. Joe Mathieu, Co-Host of Bloomberg Balance of Power, recaps former President Donald Trump's press conference. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses his Big Take story: “Wall Street Billionaires Rush to Back Trump, Verdict Be Damned.”Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
31/05/24•41m 16s
INSTANT REACTION: Donald Trump Becomes First Former US President Guilty of Crimes
Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. See omnystudio.com/listener for privacy information.
30/05/24•22m 32s
Salesforce, Kohl's Shares Plunge, Musk Empire
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, breaks down Kohl's earnings. Gerard Hart, CEO, President and Director, of Red Robin Gourmet Burgers, discusses recent earnings results. Kurt Wagner, Bloomberg Tech Reporter, discusses his Big Take story: “Tesla’s Slump Exposes Elon Musk’s Distractions Across His Empire.” Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
30/05/24•44m 28s
Evolving Money: Birth of a New Asset Class (Sponsored Content)
Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.
30/05/24•15m 49s
Cleveland Fed Names President, ConocoPhillips & Marathon Deal
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Matthews, Bloomberg Federal Reserve Reporter, discusses the Federal Reserve Bank of Cleveland appointing Beth Hammack, a Goldman Sachs veteran, as its next president. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, joins to talk about ConocoPhillips agreeing to acquire Marathon Oil. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook for the markets. David Voreacos, Bloomberg Legal Reporter, talks about the latest on former President Donald Trump’s hush money trial. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at the TCW Group, discusses the latest on the fixed income space.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
29/05/24•38m 28s
The Return of T+1 Stock Trading, Pricing Offshore Wind
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Larry Tabb, BI Director of Market Structure Research, on Wall Street Returns to T+1 Stock Trading After a Century. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C.) on his market macro-outlook and insurance landscape. Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Apple’s China iPhone Shipments Up 52%. And Oliver Metcalfe, BNEF Head of Wind Research, on floating offshore wind prices.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
28/05/24•35m 0s
Nvidia and Target Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Eamon Farhat, Bloomberg European Power and Renewables Reporter, discusses the BNEF report: “Is Net Zero by 2050 Still Possible? Yes, But It’ll Cost 19% More.” Jodi Schneider, Political News Director for Bloomberg TV and Radio, breaks down the latest Bloomberg Morning Consult poll from May. Edward Norton, Co-Founder of Zeck, joins to discuss starting a company to fix board meetings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
24/05/24•37m 16s
Avian Flu Spreads, Remembering George Floyd
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lisa Jarvis, Bloomberg Opinion columnist on testing farmers for bird flu. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, on mortgage lending. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, to discuss the latest on the markets. And Marc Morial, CEO, National Urban League, on the anniversary of George Floyd's death and what has changed in law enforcement tactic since then. Hosts: Alix Steel and Mike Regan See omnystudio.com/listener for privacy information.
24/05/24•31m 31s
Nvidia Shares Surge as Sales Forecast Delivers
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Joel Levington, Bloomberg Intelligence Global Director of Credit Research, previews Bloomberg's Autopalooza event next week. Bloomberg TV Anchor Matt Miller joins to preview his upcoming Hot Pursuit podcast.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
23/05/24•40m 9s
Instant Reaction: Nvidia Forecast Shatters Estimates
Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust.See omnystudio.com/listener for privacy information.
22/05/24•13m 47s
Anglo Opens BHP Talks, Target Earnings, UK Election
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Grant Sporre, Bloomberg Intelligence Global Head of Metals and Mining, discusses the latest with the BHP bid to buy Anglo American. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Jodi Schneider, Political News Director for Bloomberg TV and Radio, breaks down the latest Bloomberg Morning Consult poll from May. Bloomberg News Reporter James Woolcock discusses breaking news of UK Prime Minister Rish Sunak calling for a general election on July 4th.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
22/05/24•44m 29s
Macy’s Beats on Profits, Lowe's Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Rachel Ten Brink, General Partner at Red Bike Capital, discusses Macy’s earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Dr. Jeff Chamberlain, CEO of Volta Energy Technologies, talks about Volta battery technology. Diederik Baazil, Bloomberg Dutch Government Reporter, on his piece: “ASML, TSMC Can Disable Chip Machines If China Invades Taiwan.” Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest economic commentary and preview tomorrow’s Fed minutes.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
21/05/24•44m 12s
JPMorgan Investor Day, Iran Latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses JPMorgan Chase’s investor day. Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Bobby Ghosh, Bloomberg News Senior Editor, discusses the latest news out of Iran, along with his key findings from last week's Qatar economic forum. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest commodities news. Edward Norton, Co-Founder of Zeck, discusses starting a company to fix board meetings.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
20/05/24•43m 19s
Walmart and Home Depot Earnings, China Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses how Tesla's distractions have created space for competitors in the US.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
17/05/24•40m 45s
Gamestop Extends Rout, Reddit & OpenAI Pact
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks GameStop and recent meme stock mania. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Reddit forging a pact with OpenAI. Ryan Fox, Bloomberg Intelligence Analyst Covering Paper Packaging, discusses his recent report, on his mid year outlook for box shipments. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, talks about her outlook for ESG ETFs.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
17/05/24•40m 45s
Walmart Shares Surge, Deere Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, Head of Real Estate Strategy & Research at Cohen & Steers, discusses the latest on commercial real estate. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Rich Lesser, Global Chair at the Boston Consulting Group, discusses three topics that are at the top of the agenda for CEOs in 2024: scaling AI to deliver value; cost management and productivity; and prioritizing climate action. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
16/05/24•42m 56s
AMC Seizes on Meme Stock Mania, US Core CPI Cools
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst & Young, discusses U.S CPI data. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Demmert, Chief Investment Officer at Main Street Research, gives his outlook for the markets. Sharon Marcil, North America Chair of the Boston Consulting Group, discusses why Generative AI is taking center stage for CEOs across nearly all sectors.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
15/05/24•46m 18s
Powell Urges Patience for Fed, Biden's China Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, helps to recap comments from Fed Chair Jay Powell. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Patrick Kennedy, Founding Partner at All Source Investment Management, discusses the current state of private credit, and private equity investments in sports teams. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Brian Collie, Global Leader: Automotive, at Boston Consulting Group, discusses electric vehicle adoption.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
14/05/24•35m 57s
Anglo Rejects BHP Again , Hwang Trial
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alon Olsha, Bloomberg Intelligence Senior Metals and Mining Analyst, discusses BHP saying Anglo American has rebuffed an improved takeover offer. Sonali Basak, Bloomberg Television Anchor, discusses Archegos Capital Management founder Bill Hwang's trial. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook for the markets. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about how Tesla's distractions have created space for competitors in the US. Sesh Iyer, North America Co-Chair, of the Boston Consulting Group, discusses helping clients think through the levels of value for new AI.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
13/05/24•42m 14s
Disney and Tyson Earnings, TikTok Latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intel’s revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest TikTok news. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about 2024 bonuses on Wall Street. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Tyson Foods.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
10/05/24•37m 12s
Biden Set to Hit China EVs With Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses potential U.S tariffs on China EVs. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about the latest consumer sentiment data from UMich. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Allan Schweyer, Principal Researcher, Human Capital, at The Conference Board, discusess the board's national survey about how satisfied Americans are with their jobs following the Great Resignation. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
10/05/24•39m 12s
Apple’s Succession Plans, Warner Brothers Discovery Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses his Big Take story “The Apple Insiders in the Running to Succeed Cook.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Niraj Patel, Bloomberg Intelligence Senior Software Analyst, join to discuss Alphabet, Hubspot talks. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses his recent note on TikTok. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Warner Brothers Discovery earnings. Loren Grush, Bloomberg U.S Space Reporter, discusses Bloomberg's Space vertical launch.Hosts: Alix Steel and Molly SmithSee omnystudio.com/listener for privacy information.
09/05/24•44m 2s
Uber Bookings Miss Estimates, TikTok Lawsuit, Intel Revenue
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses earnings from Uber, Lyft, and Reddit. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPhone shipments. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest on a potential TikTok ban in the U.S. Michael Shepard, Bloomberg News Senior Editor, talks about Intel seeing revenue falling as a result of a new US ban on chip exports to Huawei Technologies. Paulina Cachero, Bloomberg Personal Finance Reporter, and Paige Smith, Bloomberg Consumer Finance Reporter, discuss their Bloomberg Big Take story: “Americans Are Racking Up ‘Phantom Debt’ Wall Street Can’t Track.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/05/24•44m 19s
Apple Revamps iPads, Disney Earnings, Tesla Probe
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Council, talks about pressures to phase out natural gas. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla facing a July 1st deadline to provide US regulators with information about its biggest-ever recall. Hosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.
07/05/24•44m 59s
Berkshire Hathaway Meeting, Google Trial, Tyson Foods
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses Berkshire Hathaway’s annual meeting. Brian Krawez, President at Scharf Investments, discusses the latest on the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses what’s at stake in the Google trial on antitrust charges. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks about earnings from Tyson Foods. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the marketsHosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.
06/05/24•48m 46s
Amazon Earnings, Musk in China, Intel in Ohio
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonald’s earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, breaks down earnings from New York Community Bank. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses his Bloomberg Big Take story: “Intel is Betting $28 Billion on Making Ohio a Global Chips Capital.” Pol Lezcano, BloombergBNEF Senior Associate, discusses potential US tariffs on solar imports.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
03/05/24•39m 10s
US Services Index Shrinks, Jobs Report, Apple Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Apple earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/05/24•30m 28s
Instant Reaction: Apple Beats on Sales and Earnings
Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing. The results came as a relief to investors, who have been waiting for the iPhone maker to pull out of a long slump. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Bloomberg News Chief Technology Correspondent Mark Gurman and Synovus Trust Senior Portfolio Manager Dan Morgan for analysis and reaction. See omnystudio.com/listener for privacy information.
02/05/24•20m 2s
Peloton Tumbles After Layoffs , Tech Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businessweek Senior Reporter, talks about his Big Take story “Intel Bets $28 Billion to Make Ohio a Global Chips Hub.”Wetteny Joseph, Chief Financial Officer at Zoetis, discusses company earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
02/05/24•38m 43s
Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.
01/05/24•26m 38s
US Factory Activity Shrinks, Fed Meeting, Amazon Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today’s Fed meeting and his outlook for the US economy. Priya Misra, Fixed Income Portfolio Manager, at JP Morgan Asset Management, discusses the latest on the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
01/05/24•39m 57s
Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand
Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior Technology Analyst Anurag Rana for instant reaction and analysis. See omnystudio.com/listener for privacy information.
30/04/24•16m 45s
US Consumer Confidence Slumps , Paramount Earnings, Tech Preview
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down McDonalds earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
30/04/24•38m 55s
Instant Reaction: Paramount CEO Bob Bakish Is Out
Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior executives — film and kids programming chief Brian Robbins, Showtime/MTV head Chris McCarthy and George Cheeks, who leads CBS — will run the company, according to a statement released Monday. Bloomberg TV and Radio hosts Romaine Bostick, Scarlet Fu, Tim Stenovec and Emily Graffeo discuss the news. Then, Tim and Emily speak with Bloomberg News Entertainment Editor Chris Palmeri for analysis and reaction. See omnystudio.com/listener for privacy information.
29/04/24•9m 16s
Elon Musk Visits China, Apple iPad Hit by EU Rules
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Pol Lezcano, BloombergBNEF Senior Associate, talks about the latest on new US tariffs on solar imports. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
29/04/24•42m 35s
Tesla, Boeing, UPS Earnings, Morning Consult Poll
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, hosts Paul Sweeney and Guest-Host Molly Smith speak with Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, on Tesla earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, talk about how Salesforce’s takeover talks with Informatica are said to be cooling off. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Gregory Korte, Bloomberg News White House and Political Correspondent, talks about the latest Bloomberg News morning consult poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, breaks down Boeing earnings. AstraZeneca CEO Pascal Soriot, discusses earnings from AstraZeneca.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
26/04/24•39m 16s
Exxon Plunges, PCE Rises, Tech Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst (Oil & Gas,) discusses Exxon and Chevron earnings. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recap Microsoft and Alphabet earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
26/04/24•41m 14s
Bonus Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
26/04/24•12m 10s
Instant Reaction: Alphabet, Microsoft Beat Estimates
The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital. See omnystudio.com/listener for privacy information.
25/04/24•18m 16s
Meta Misfire, Market Selloff
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Kirkpatrick, Founder of Techonomy, recaps Meta earnings, and also previews Alphabet and Microsoft earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss economic data in U.S. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about today’s market selloff. James Abate, Managing Director & Chief Investment Officer, at Centre Asset Management, discusses the latest on the markets. Pascal Soriot, CEO of AstraZeneca, discusses AstraZeneca earnings.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.
25/04/24•47m 8s
Instant Reaction: Meta's Outlook Spooks Investors
Meta Platforms Inc. increased its spending estimates for the year and projected second quarter sales that were below Wall Street’s expectations, once again raising questions about whether its futuristic tech bets will pay off for investors. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News contributor Jon Erlichman and Bloomberg Intelligence senior analyst Mandeep Singh for instant analysis and reaction. See omnystudio.com/listener for privacy information.
24/04/24•14m 26s
Boeing Cash Burn, Tesla Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to preview Meta earnings and discuss the potential impact of a TikTok ban. Gregory Korte, Bloomberg News White House and Political Correspondent, discusses the latest Bloomberg News morning consult poll. Jennifer Grancio, TCW Global Head of Distribution, discusses her outlook for the ETF sector.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.
24/04/24•48m 41s
Instant Reaction: Tesla Fast Tracks Affordable Models After Earnings Miss
Tesla says it will accelerate the launch of more affordable models after reporting worse-than-expected profit and revenue for a third consecutive quarter. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology co-host Ed Ludlow for instant analysis and reaction. See omnystudio.com/listener for privacy information.
23/04/24•16m 35s
iPhone Sales Fall in China, Tesla Preview
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple's iPhone sales falling in China. Garrett Nelson, Vice President and Senior Equity Analyst at CFRA Research, previews Tesla earnings after the closing bell. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, talks about S&P Global US Composite PMI data. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
23/04/24•40m 32s
Tesla Price Cuts, Verizon Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about Verizon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, will discuss why Salesforce’s takeover talks with Informatica are said to be cooling off. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the market. David Doherty, Bloomberg BNEF Head of Oil and Renewable Fuels Research, talks about how mideast tensions are impacting oil prices.Hosts: Paul Sweeney and Manus CrannySee omnystudio.com/listener for privacy information.
22/04/24•42m 36s
Tesla Layoffs, Blackstone Earnings, Energy in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, joins to talk Blackstone earnings. From the BloombergNEF annual energy and climate summit, Paul and Alix speak with David Crane, Under Secretary for Infrastructure at the U.S Department of Energy, Pedro Pizarro, President and CEO OF Edison International, Jeff Gustavson, President of Chevron New Energies, and Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation Energy.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
19/04/24•38m 44s
L’Oreal Sales Surge, Netflix Falls, Israel Hits Back
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, joins to talk about L'Oreal earnings. Ethan Bronner, Bloomberg Israel Bureau Chief and Senior Mideast Editor, discusses the latest on Mideast tensions. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her outlook for the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins for a conversation on marketsHosts: Paul Sweeney and Dani BurgerSee omnystudio.com/listener for privacy information.
19/04/24•45m 38s
Netflix Crushes Subscriber Estimates: Reaction and Analysis
Netflix posted its best start to the year since 2020, attracting more new customers than anyone expected thanks to a strong slate of original programs and a crackdown on password sharing. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec discuss with Bloomberg Surveillance co-host Paul Sweeney, Bloomberg earnings reporter Redd Brown and Bloomberg Intelligence senior US media analyst Geetha Ranganathan for reaction and analysis.See omnystudio.com/listener for privacy information.
18/04/24•21m 36s
U.S Existing Home Sales Fall, Alaska Air Profit Forecast
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses existing home sales data. Dana Peterson, Chief Economist at the Conference Board, discusses the latest data from US Leading Economic Index. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Alaska Air earnings. Mark Douglas, President and CEO of MNTN, previews Netflix earnings after the closing bell. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
18/04/24•39m 45s
Elon Musk Pay, Energy in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla asking shareholders to vote again on its compensation package for Elon Musk. Jeff Gustavson, President of Chevron New Energies, to discuss why Chevron believes the future of energy is lower carbon. Andy Vesey, President and CEO of Fortescue Industries, discusses hydrogen. Anna Mascolo, Shell Executive Vice President, discusses the company’s strategic approach to the energy transition, and the need for collaboration across sectors. Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation, discusses shifts in America’s green hydrogen landscape, and the significance of hydrogen for the nuclear industry.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
17/04/24•46m 30s
U.S Bank Earnings, Energy in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanley earnings. David Crane, Under Secretary for Infrastructure, at the U.S Department of Energy (DOE) discusses a recent grid modernization report launched by the DOE. Pedro Pizarro, Edison President and CEO, talks about Edison modeling for a net-zero economy by 2045. Amanda Peterson Corio, Global Head of Data Center Energy at Google, discusses the company’s initiative with Microsoft and Nucor, along with a new approach to buying and selling clean energy co-developed with LevelTenEnergy. Ethan Zindler, Climate Counselor at the US Department of Treasury, talks about what the U.S Treasury is doing on climate risk.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
16/04/24•46m 20s
Tesla Layoffs, Iran Attack
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla’s layoffs and management shakeup. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the geopolitical implications of Iran’s attack on Israel. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, discusses the latest on the markets. Ellen Wald, President of Transversal Consulting, joins to discuss the impact of mideast tensions on oil prices. Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses Mideast tensions.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
15/04/24•42m 29s
Apple iPhone, Boeing Troubles, EV Charging
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s India iPhone output. Sheridan Prasso, Bloomberg News Senior Investigations Writer, talks about the Bloomberg Big Take story: “Iran’s Better Stealthier Drones Are remaking Global Warfare.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing deliveries. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, talks about EV charging and how companies are struggling to turn a profit. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, talks about earnings from Constellation Brands. Jason Kelly, Chief Correspondent for Bloomberg Originals and former baseball star Alex Rodriguez, discuss the state of sports, and some the dealmaking that stands out.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
12/04/24•39m 46s
Oil Rises to October High, Consumer Sentiment, U.S Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alex Longley, Bloomberg Oil Trader Reporter, discusses oil prices jumping as Israel braces for a possible attack from Iran. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Hessam Nadji, CEO of Marcus & Millichap, joins to discuss recent U.S economic data, and the latest in commercial real estate. Aaron Jagdfeld, CEO of Generac (NYSE:GNRC) discusses the growing imbalance of energy supplyHosts: Alix Steel and Molly SmithSee omnystudio.com/listener for privacy information.
12/04/24•37m 22s
A-Rod Convo, Amazon Shareholder Letter
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jason Kelly, Bloomberg Originals Chief Correspondent, and former baseball star Alex Rodriguez discuss the latest episode of the new podcast ‘The Deal with Alex Rodriguez and Jason Kelly.' Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's shareholder letter. Bloomberg News Personal Finance Reporters Paulina Cachero and Francesca Maglione, talk about the Bloomberg Big Take story: “For Ivy League Rejects, Public School is Next Best Bet.” Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
11/04/24•43m 28s
Apple Ramps Up India iPhones, Hot U.S CPI Reading
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPhone output in India. Frances Donald, Global Chief Economist and Strategist for Manulife Investment Management, discusses U.S CPI data. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Sally Bakewell, Bloomberg US Finance Team Leader, discusses why U.S banks may redo key profit guidance.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10/04/24•41m 48s
Boeing 737 Max Crisis Weighs on Deliveries
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing's first quarter deliveries. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses L’Occitane and Blackstone reportedly nearing a deal to take the skin-care company private. Ruben Hovhannisyan, Generalist Portfolio Manager in TCW’s fixed income group, discusses the latest from the fixed income space. Sheridan Prasso, Bloomberg News Senior Investigations Writer, discusses the Big Take column: “Iran’s Better, Stealthier Drones Are Remaking Global Warfare.” Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
09/04/24•45m 46s
Dimon Annual Letter, EV Charging Profit
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Jamie Dimon's Annual Letter, and looks ahead to this week’s bank earnings. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, talks about how EV charging companies are finally turning a profit. Ann Berry, Founder and Managing Partner at Threadneedle, discusses the latest on the markets.Julie Fine, Bloomberg Texas Bureau Chief, discusses today’s solar eclipse in North America. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/04/24•41m 39s
Disney Shareholder Meeting, Tesla Deliveries Miss
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeting. Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter. Steve Man, Global Autos and Industrials Research Analyst, talks about Tesla deliveries. Matt Winkler, Editor in Chief Emeritus at Bloomberg News, discusses his column on swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”See omnystudio.com/listener for privacy information.
05/04/24•39m 13s
NY Area Quake, March Jobs Report
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Brandon Sapienza, Bloomberg Deputy Team Leader for US and International Breaking News, discusses breaking news of the NY area being hit by the biggest quake in 140 years. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the March jobs report and employment trends. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, joins to discuss the March jobs report, and hiring in the US. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
05/04/24•37m 23s
Disney Wins Proxy Fight, Hertz Troubles
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney's annual shareholder meeting. Todd Becker, President and CEO at Green Plains, joins the program to discuss the latest in the energy space. Erik Schatzker, Bloomberg New Economy Editorial Director, discusses his column: “Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.” Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on Apple and Alphabet. Jason Kelly, Bloomberg Originals Chief Correspondent, discusses the latest episode of his new podcast ‘The Deal with Alex Rodriguez and Jason Kelly. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
04/04/24•44m 46s
U.S Services Growth Cools, 10 Companies to Watch
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Tim Craighead, Bloomberg Intelligence Research Director for Content, talks about his column on “Houses, Hotels, Software and Tires: 10 Companies to Watch Now.” Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Matt Winkler, Bloomberg News Editor and Chief Emeritus, joins to discuss his latest column: “Biden's Record Jobs Power Swing State Georgia.” Michael Stubblefield, President and CEO at Avantor, discusses opportunities in the life sciences industry, and what will fuel the company's continued growth.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/04/24•39m 52s
Tesla's Biggest Deliveries Miss Yet
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s support levels. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to look at this week's economic data in the U.S. Lukasz Tomicki, Founder and Managing Partner, at LRT Capital Management, discusses the latest on the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
02/04/24•45m 20s
U.S Factory Index Rises, Tesla Worries
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM manufacturing data. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the latest at UPS and FedEx. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Steve Man, Global Autos and Industrials Research Analyst, discusses the latest on Tesla. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
01/04/24•42m 40s
Instant Reaction: Jay Powell Speaks
Bloomberg's Nathan Hager and Michael McKee discuss the latest PCE data and reaction from Fed Chair Jerome Powell. Plus, reaction from Wells Fargo Senior Economist Sarah House.See omnystudio.com/listener for privacy information.
29/03/24•15m 45s
Instant Reaction: Inflation Data
Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House. See omnystudio.com/listener for privacy information.
29/03/24•29m 40s
Robinhood Credit Card, Boeing Shuffle
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, RobinHood Co-Founder and CEO Vlad Tenev, discusses Robinhood’s new credit card. Mark Niquette, Bloomberg Real Economy Team Reporter, joins to talk about the latest Morning Consult poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing’s leadership overhaul. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple iPhone shipments falling in China. Jody Lurie, Bloomberg Intelligence Credit Analyst, talks about Carnival earnings. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk agreeing to buy Cardior Pharmaceuticals for up to $1.1 billionThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
28/03/24•38m 54s
Home Depot to Buy SRS , Amazon-Anthropic Tie-Up
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot saying they will buy the roof supply firm, SRS. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss U.S eco data and the Fed. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about Amazon’s investment in Anthropic. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the column: "Bankman-Fried’s Original Sin at FTX Is Trouble for All of Crypto." Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
28/03/24•42m 17s
INSTANT REACTION: Bankman-Fried Sentenced to 25 Years
FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey. See omnystudio.com/listener for privacy information.
28/03/24•19m 49s
Robinhood Unveils Credit Card, Carnival Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Robinhood Markets CEO and Co-Founder Vlad Tenev, discusses the company’s new credit card. Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses how reinsurers could bear the brunt of Baltimore bridge collapse claims. Jody Lurie, Bloomberg Intelligence Credit Analyst, joins the program to break down Carnival earnings. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about how UBS will sell $8 Billion in loans to Apollo. Erik Larson, Bloomberg Legal Reporter, discusses his Big Take piece: “Donald Trump Is Richer Than Ever — Yet Still Strapped For Cash.”Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
27/03/24•44m 0s
iPhone Shipments Fall in China , Baltimore Bridge Collapse
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss iPhone shipments falling in China. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the economic implications of the Baltimore bridge collapse. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Mark Niquette, Bloomberg Real Economy Team Reporter, talks about the latest Morning Consult Poll.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26/03/24•34m 17s
Listen Now: The Big Take
The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.See omnystudio.com/listener for privacy information.
26/03/24•1m 0s
Boeing CEO to Step Down in Overhaul
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing saying its’ CEO Dave Calhoun is stepping down. Erik Larson, Bloomberg Legal Reporter, talks about Donald Trump’s bond being reduced to $175 million as he appeals a NY Fine. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook on the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple, Google, and Meta being probed by the EU. Joe DaGrosa, Chairman and CEO of Axxes Capital, discusses the latest on the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
25/03/24•39m 14s
Unilever Split, Boeing Latest, Intel Grant
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Bloomberg Intelligence analysts Deborah Aitken and Duncan Fox, discuss Unilever separating ice cream business. Madison Muller, Bloomberg News Health Reporter, talks about Oprah’s role with Eli Lilly and Novo Nordisk. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing predicting a massive cash drain. Mackenzie Hawkins, Bloomberg News US Industrial Reporter, talks about Intel’s grant from the U.S government. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses a potential TikTok ban in the U.S. Jim Fitterling, CEO of the Dow chemical company, discusses high power prices in Europe.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
22/03/24•39m 6s
Nike Sales Warning, U.S House Passes Spending Bill
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFPoonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, joins to break down Nike and Lululemon earnings. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses FedEx earnings. Steve Man, Global Autos and Industrials Research Analyst, discusses Tesla cutting output at its plant in China. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Reddit's first day of U.S trading. Jeanne Sheehan Zaino, Professor, Bloomberg Politics Contributor, and author of "American Democracy in Crisis, discusses the U.S House passing a $1.2 trillion government funding bill.Hosts: Paul Sweeney and Michael ReganSee omnystudio.com/listener for privacy information.
22/03/24•46m 37s
DOJ Sues Apple, Reddit IPO
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses the US Justice Department suing Apple. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Reddit's U.S IPO. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, discusses S&P Manufacturing/Service/Composite PMI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Eric Hansotia, AGCO CEO, discusses the strategic reasons behind AGCO’s pursuit of the largest ag tech deal ever. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
21/03/24•34m 21s
Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decisionSee omnystudio.com/listener for privacy information.
20/03/24•27m 12s
Instant Reaction: The Fed Decides
Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.
20/03/24•31m 6s
Reddit IPO, Intel Chips, Boeing's Cash Drain, Gucci Sales Fall
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Today's episode features: Bailey Lipschultz, Bloomberg News IPO Reporter, on the Reddit IPO Mackenzie Hawkins, Bloomberg News US industrial reporter on Intel and Huawei George Ferguson, Bloomberg Intelligence Airline analyst on Boeing's Cash Drain Deborah Aitken, Bloomberg Intelligence Luxury Goods analyst, on Gucci See omnystudio.com/listener for privacy information.
20/03/24•36m 36s
Dow Chemical, Fed Decision, Oprah
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Featuring: Dow CEO Jim Fitterling Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest Fed commentary, preview Fed day. Phil Orlando, Chief Equity Strategist with Federates Hermes on the markets Madison Muller, Bloomberg News health reporter, on how Oprah became weight-loss drugs unoffcial spokeswoman Hosted by Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.
19/03/24•40m 7s
Apple, Google AI Talks, TikTok Bill Latest, Market Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the potential Apple-Google gen-AI pact. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks the latest on the bond market. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, explains the latest with TikTok and the potential for a ban in the US. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. And we get the latest on regional banks with Bloomberg Intelligence Senior Analyst for US Regional Banks, Herman Chan. Hosts: Paul Sweeney and John Tucker The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
18/03/24•41m 24s
Kohl’s, Oracle Earnings , Boeing Troubles
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how challenges at Boeing will impact the U.S airline market going forward. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses her outlook for ESG ETFs in 2024. Brody Ford, Bloomberg Tech Reporter, discusses Oracle earnings. Gautam Naik, Bloomberg Senior Editor covering ESG Investing, discusses his Big Take story “How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophe’s.”Hosts: Alix Steel and Jennifer RyanThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
15/03/24•38m 22s
Adobe Tumbles Most Since 2022
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brody Ford, Bloomberg Tech Reporter, joins the program to break down Adobe earnings, George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about UMich’s latest data. Dana D’Auria, Co-CIO of Envestnet, gives her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, joins the program to discuss McDonald’s system outage, and the state of the restaurant industry.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.
15/03/24•36m 29s
Mnuchin Eyes TikTok
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, joins the program to discuss the latest news on TikTok. Richard Bourke, Bloomberg Intelligence Senior Analyst, covering Basic Materials, discusses President Biden saying U.S Steel should be domestically owned. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the latest on the commercial real estate sector. Steve Man, Global Autos and Industrials Research Analyst, joins to discuss the latest news on Tesla.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.
14/03/24•45m 31s
US House Passes TikTok Bill
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Daniel Flatley, Bloomberg National Security Reporter, discusses the U.S House passing a bill that would force TikTok’s sale or ban it. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss where ad dollars would go if TikTok is banned. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Donald Trump scoring a partial victory in battling his Georgia prosecution for attempting to overturn the 2020 presidential election. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, joins to discuss the latest on the markets. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to preview Lennar earnings. Guatam Nalik, Bloomberg Senior Editor, ESG Investing, discusses his Big Take column: “How a Physics Whiz Made a Killing Betting on Nature’s Catastrophes.”Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.
13/03/24•42m 5s
Boeing Deliveries Trail Airbus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, joins the program to discuss the latest news on Boeing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Brody Ford, Bloomberg Tech Reporter, joins to break down Oracle's third quarter earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's fourth quarter earnings.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.
12/03/24•45m 10s
Bitcoin Tops $72,000
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin topping $72,000 for the first time. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Amy Or, Bloomberg Equity Capital Markets Reporter, discusses the latest on Reddit’s IPO. Geetha Ranganathan Bloomberg Intelligence Analyst on US Media, discusses Sunday’s Oscar awards. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, looks ahead to tomorrow’s U.S CPI data, and discusses the latest on the markets.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.
11/03/24•44m 26s
Target Earnings, AI in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Jennifer Bartashus, Bloomberg Intelligence Senior Retail Analyst, joins the program to discuss Target Earnings. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple iPhone sales falling in China. Ivana Seric, Senior Product Scientist, at Zelus Analytics, discusses the role of AI in sports. Anita Jivani, Global Head of Innovation, at Avanade, discusses how AI will impact work organizations going forward. Michael Johnson, President of the New Jersey Innovation Institute, discusses the role of NJII. Beth Simone Noveck, Chief A.I Strategist of the State of New Jersey, discusses implementing Governor Phil Murphy’s vision of having NJ lead the nation in the advancement of AI.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.The NEW Bloomberg Intelligence PodcastBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOion Spotify: http://bit.ly/3SPPZ8FAnywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
08/03/24•39m 5s
U.S Jobless Rate Climbs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanie Bily, Chief Workforce Analyst at Employbridge, joins the program to discuss the U.S February jobs report. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses the latest on the markets, Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Virginie Duperat, CFO of Arcadis, discusses new projects at Arcadis, and opportunities for 2024. Sunny Bonnell, Co-Founder & CEO at Motto, discusses navigating the future in face of rapid AI advancements, and how visionary leadership serves as a catalyst for competitive advantage.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/03/24•42m 58s
SPECIAL COVERAGE: State of the Union Reaction
Hosts Joe Mathieu and Kailey Leinz lead special coverage of President Joe Biden's State of the Union address, with insight and analysis from Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. Plus, hear reaction from Senator Dick Durbin, Representative Haley Stevens, and Representative Bryan Steil. See omnystudio.com/listener for privacy information.
08/03/24•22m 7s
Haley Ends 2024 Bid
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Josh Wingrove, Bloomberg White House Reporter joins the program to discuss Nikki Haley dropping out of the Presidential race. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
06/03/24•8m 50s
SPECIAL COVERAGE: Super Tuesday Reaction
Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction.See omnystudio.com/listener for privacy information.
06/03/24•17m 5s
Target Profit Rises
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, talks about the impact of global shipping on the economy. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple’s iPhone sales in China dropping 24%.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
05/03/24•40m 5s
Apple Hit with EU Fine
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple being hit with an EU fine over abusive App store rules.Live from NJIT: Michael Johnson, President of New Jersey Innovation Institute, discusses the role of AI. Beth Simone Noveck, Chief A.I. Strategist, State of New Jersey, talks about implementing NJ Governor Phil Murphy’s vision of having NJ lead the nation in the advancement of AI. Ivana Seric, Senior Product Scientist, at Zelus Analytics, discusses the role of AI in sports. Anita Jivani, Global Head of Innovation, at Avanade, Inc, discusses the future of work and training people for AI.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
04/03/24•43m 44s
U.S Earnings, State of EVs and Hotels
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Senior Equity Analyst, who covers Retail for Bloomberg Intelligence, discusses Macy’s earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the state of the electric vehicle industry. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about why it’s likely Capital One’s bid for Discover will face a rigorous antitrust review by the DOJ. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Amazon is still working on ongoing initiatives to boost market share and profits. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, talks about the state of the hotel industry. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount earnings. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
01/03/24•39m 3s
Boeing in Talks To Buy Spirit Aero
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks to buy the supplier, Spirit AeroSystems. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to breakdown why New York Community Bancorp shares are sinking. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data from the University of Michigan.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
01/03/24•37m 54s
Bloomberg Intelligence: Hyatt CEO Sees Positive Trends
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, joins the program to discuss his outlook for the hotel industry. Ted Smith, Co-Founder and President of Union Square Advisors, discusses M&A activity. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss today's economic data in the U.S. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount earnings. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down HP's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
29/02/24•47m 44s
Bloomberg Intelligence: Bitcoin Surges Past $60,000
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest on Bitcoin. Ann Berry, Founder & Managing Partner at Threadneedle, discusses her outlook for the markets. David Welch, Bloomberg Detroit Bureau Chief, discusses how the sudden demise of Apple’s car program impacts EVs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss U.S GDP data and politics. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at TCW, discusses the latest on the fixed income space.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
28/02/24•44m 15s
Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data from the Conference Board. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s earnings. Fernando Valle, Bloomberg Intelligence Senior Oil and Gas Analyst, discusses Exxon and Cnooc exploring a bid to snatch Guyana stake from Chevron. Haag Sherman, Chief Executive Officer and Chief Investment Officer of Tectonic Holdings, joins to discuss the energy sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss his latest Fed commentary. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
27/02/24•41m 56s
Bloomberg Intelligence: Berkshire Earnings Jump
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, joins to discuss her outlook for the markets. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's strength and ongoing initiatives to boost market share and profits. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a U.S antitrust review of Capital One’s bid for Discover. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26/02/24•46m 31s
Bloomberg Intelligence: Nvidia Earnings, Bank Merger
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discussed Nvidia’s blowout earnings results. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, joined to talk about Capital One agreeing to buy Discover Financial Services in a $35 billion all-stock deal. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discussed why restaurants are now confronting a slowdown in consumer spending. Gene Seroka, Executive Director of the Port of Los Angeles, joined to discuss his outlook for cargo volumes. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discussed Home Depot earnings. Craig Trudell, Bloomberg Global Autos Editor, discussed why President Biden’s dreams for electric vehicles are a nightmare for the U.S car industry. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
23/02/24•38m 35s
Bloomberg Intelligence: Nvidia Surges, Reddit U.S IPO
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Nvidia breaching $2 trillion in market value, and Reddit filing for a U.S IPO. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Daniel Flatley, Bloomberg National Security Reporter, discusses U.S sanctions on Russia. Calvin Butler, Exelon CEO, joins to discuss the company’s fourth quarter earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Warner Brothers earnings.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.
23/02/24•44m 6s
Bloomberg Intelligence: Nvidia Surges after Blowout Results
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, joins to break down Nvidia earnings. Shana Sissel, President & CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins the program to discuss markets Gene Seroka, Executive Director of the Port of Los Angeles, gives his supply chain outlook moving forward. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Moderna earnings.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
22/02/24•42m 12s
Bloomberg Intelligence: Biden Impact on U.S Carmakers, Fed Minutes, Nvidia Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden’s EV dreams are impacting U.S carmakers. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to share his latest thoughts on the Fed. Gene Munster, Managing Partner at Deepwater Asset Management, previews Nvidia earnings. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Kavita Gupta, Founder and Managing Partner of the Delta Blockchain Fund, joins to discuss the latest on Bitcoin and the crypto industry. Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
21/02/24•47m 50s
Bloomberg Intelligence: Capital One, Discover Deal
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Capital One agreeing to buy Discover Financial. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss Home Depot earnings. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Conference Board U.S Leading Economic Index data. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, joins to discuss the latest on the markets. Terri Spath, Founder and CIO of Zuma Wealth, discusses her outlook for the markets.Hosts: Paul Sweeney & Bailey Lipschultz See omnystudio.com/listener for privacy information.
20/02/24•38m 36s
SPECIAL COVERAGE: Trump Hit With $364 Million Fine in NY Fraud Case
Tim Stenovec and Emily Graffeo host. Features analysis from Bloomberg legal investigative reporter Greg Farrell, Bloomberg politics contributor Jeanne Sheehan Zaino, Bloomberg Law host June Grasso and Bloomberg Legal Enterprise reporter Patricia Hurtado See omnystudio.com/listener for privacy information.
16/02/24•29m 50s
Bloomberg Intelligence: Oil Merger, U.S Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy reaching an agreement to buy Endeavor Energy. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks Hasbro earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount’s job cuts. Woo Jin Ho Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft earnings. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
16/02/24•37m 15s
Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Goldman Sachs boosting CEO David Solomon’s compensation. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike’s job cuts. Steve Steinour, Chairman, President, and Chief Executive Officer of Huntington Bank, discusses his outlook for U.S commercial real estate. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the preliminary release of Michigan consumer sentiment data. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss U.S Housing starts data. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
16/02/24•40m 45s
Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, breaks down U.S Retail Sales. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the latest in U.S commercial real estate. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
15/02/24•40m 32s
Bloomberg Intelligence: Lyft Margin Error, Uber Buyback Plan (Podcast)
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a clerical error in Lyft’s profit outlook, and Uber’s buyback plan. Brian Smoluch, Principal and Portfolio Manager of the Hood River Small Cap Growth Fund, discusses his outlook for the markets, and current stock picks. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to talk about Kraft earnings. Nancy Davis, Founder and CIO of Quadratic Capital Management, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
14/02/24•39m 14s
Bloomberg Intelligence: Paramount Job Cuts, Hot CPI
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount's job cuts. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss hot U.S CPI data. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Alan Armstrong, President and CEO at Williams, joins to discuss the natural gas industry’s progress around emissions reductions and technology innovation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
13/02/24•33m 50s
Bloomberg Intelligence: Oil Mega-Merger, Super Bowl
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy agreeing to buy fellow Texas oil-and-gas producer Endeavor Energy Resources in a $26 billion cash-and-stock deal. EDO CEO Kevin Krim, joins to discuss ad and streaming results post-Superbowl. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets, and this week’s economic data. Jennifer Oppold, Founder and Portfolio Manager at Alpine Peaks Capital, joins to discuss overall positioning in the market and long stock positions.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
12/02/24•36m 1s
Bloomberg Intelligence: Disney Earnings, Tesla Layoff Fears
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney earnings. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses UBS earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, joins to talk about Tesla stoking fears of layoffs. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about why Mideast war is hurting McDonalds sales. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, discusses Estee Lauder plans to cut up to 5% of its workforce.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
09/02/24•38m 1s
Bloomberg Intelligence: Inflation Progress, Super Bowl Weekend
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss today's economic data in the U.S, and what comes next for the Fed. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Superbowl food and beverage sales. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss what we can expect to see over the weekend leading up to the Super Bowl from a retail and consumer perspective. Bloomberg Business of Sports Hosts Michael Barr and Damian Sassower, break down Super Bowl prop bets and what to expect from the big game.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
09/02/24•33m 8s
Bloomberg Intelligence: Inflation Risk, Disney Surges, Einhorn on Markets
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss Fed policy and inflation. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney earnings. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses his interview with David Einhorn on ‘Masters in Business.’ Dan Griffith, Senior Vice President and Director of Wealth Strategy, at Huntington Private Bank, joins to discuss his outlook for the markets. Dustin Meyer, Senior VP of Policy, Economics and Regulatory Affairs at the American Petroleum Institute, discusses today’s U.S Senate ENR hearing examining the administration's pause on LNG export approvals.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/02/24•40m 25s
Bloomberg Intelligence: Tesla Stokes Layoff Fears, NYCB Talks
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potential job cuts. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to discuss New York Community Bank, and how it’s said to be in talks to offload mortgage risk. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses ESPN's joint sports streaming venture, and previews Disney earnings. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
07/02/24•38m 0s
UBS Earnings, Boeing Latest, Trump Denied Immunity
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses FAA Administrator Mike Whitaker’s Capitol Hill testimony. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Trump being denied immunity in a DC election case. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets in 2024. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
06/02/24•41m 32s
U.S Earnings, ISM Services Data
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, joins to discuss Estee Lauder’s stock surge and earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM services data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest U.S eco data and her Fed outlook. Ben Gliklich, CEO of Element Solutions, discusses the latest on the tech sector, including semiconductor demand. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
05/02/24•40m 25s
UPS, Boeing Earnings, Tesla Profit Margins
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, we recap UPS earnings with Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klaskow. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss Boeing earnings. Bloomberg News Editor and Chief Emeritus Matt Winkler joins to discuss his latest column on why Tesla’s profit margins deserve more appreciation. Bloomberg Intelligence Senior Litigation Analyst Jennifer Rie discusses why the Amazon, iRobot deal fell apart. Blake Moret, Rockwell Automation CEO, also discusses earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.
02/02/24•36m 25s
U.S Tech Earnings, Jobs Report
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, discuss positive Meta and Amazon results. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses U.S tech earnings this week. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the January jobs report and employment trends. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets. Joanne Hsu, University of Michigan Surveys of Consumers Director, on discusses consumer sentiment data.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
02/02/24•37m 58s
U.S Tech, Jobs Preview, ISM Data, Peloton Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, preview Amazon and Apple earnings. Julia Pollak, Chief Economist at Zip Recruiter previews tomorrow’s U.S jobs report. Timothy Fiore, Chair for the Institute for Supply Management’s Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Blake Moret, Rockwell Automation CEO, discusses earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Peloton earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
01/02/24•45m 32s
Instant Reaction: Jay Powell on Fed Policy
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.
31/01/24•25m 59s
Instant Reaction: The Fed Decides
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
31/01/24•28m 37s
Boeing Suspends 2024 Forecast, NY Community Shares Plunge, Fed Meeting
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace and Airlines Analyst, joins to discuss Boeing earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses NY Community Bancorp shares plunging a record. Glen Smith, Chief Investment Officer at GDS Wealth Management, discusses his market outlook, and investment opportunities. Steve Purdy, Co-Head of Global Credit at TCW, joins to discuss the latest from the fixed income space. Kristina Hooper, Chief Global Markets Strategist at Invesco, gives her outlook for today’s Fed meeting.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
31/01/24•42m 54s
UPS to Cut Jobs, US Consumer Confidence Climbs, Tech Earnings on Deck
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Consumer Confidence data. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins to discuss expectations for the upcoming FOMC meeting. Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klaskow joins to discuss the latest earnings from UPS and their plans to slash 12,000 jobs. Nimrit Kang, Chief Investment Officer at North Start Asset Management, joins to discuss markets and investing outlook for 2024. Tim Craighead, Bloomberg Intelligence European Equity Strategist and Director of Research, joins to discuss his 2024 outlook for the UK Equities market.Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.
30/01/24•48m 37s
Amazon Growth, Crypto ETF Latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg’s Paul Sweeney and Guest-host Molly Smith speak with Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, on Amazon’s growth potential. Austin Reid, Global Head of Revenue & Business at FalconX discusses the latest with crypto ETFs. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management joins to discuss his market outlook, investing opportunities, and expectations for eco data this week. Katerina Simonetti, Senior Vice President of Morgan Stanley Private Wealth Management, discusses her outlook on the markets, investing.See omnystudio.com/listener for privacy information.
29/01/24•34m 31s
BONUS EPISODE: A Conversation About Middle East Boycotts Hitting Global Brands
Many shoppers in the Middle East, as well as in Muslim nations like Pakistan are shunning big foreign brands, driven by a wellspring of anger against Western countries for their support of Israel during the war with Hamas. In this special podcast, Bloomberg reporters Leen Al-Rashdan and Salma El Wardany discuss the effects of the boycott movements, speak to those who've changed their spending habits, and to businesses who've seen an increase in sales as consumers make the switch to more local brands. Hosted by Daybreak Europe's Stephen Carroll. For more from the team, check out the Daybreak Europe Podcast. Every episode delivers the day's top stories, with context, in just 15 minutes. Available every morning by 7am GMT in your feed. Subscribe On AppleSubscribe On SpotifySubscribe On Youtube Subscribe On Podcast Addict Subscribe On AudibleSee omnystudio.com/listener for privacy information.
28/01/24•12m 34s
IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week's podcast, we recap IBM earnings with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from United, Southwest, and American out this past week. We get the latest on Baker Hughes with CEO Lorenzo Simonelli and Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine. Plus, we talk about the fate of award shows with Bloomberg Opinion Columnist Bobby Ghosh, and Bloomberg Intelligence Credit Analyst Jody Lurie gives us a sneak peek at her time aboard the world's largest cruise ship. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.
26/01/24•39m 5s
Rail Company Earnings, Regional Banks Report, Super Bowl in Vegas
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow joins to discuss earnings from Norfolk Southern, CN Railway, and Union Pacific. Dana D’Auria, Co-CIO of Envestnet, joins to give her outlook on the markets. Bloomberg Intelligence Senior US Regional Banks Analyst Herman Chan discusses the latest earnings out of regional banks. Eric Kazatsky, Senior Municipal Bond Strategist at Bloomberg Intelligence, shares the top news out of the municipal bond market. And we preview what to expect for Las Vegas casinos and resorts as they prepare to host the Super Bowl.See omnystudio.com/listener for privacy information.
26/01/24•42m 18s
Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from airlines this week. Charlie Donovan, Senior Economic Advisor at Impax, joins to talk about issues affecting sustainable energy investing. And Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, joins to recap Tesla earnings. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.
25/01/24•35m 31s
Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine joins to discuss the earnings as well. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her market outlook. Mark Douglas, Founder and CEO at MNTN, discusses the latest news and earnings from Netflix. And Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins to discuss her view on the markets and current investment opportunities. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
24/01/24•40m 45s
Netflix, WWE Deal, GE Earnings, and Market Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations for Netflix earnings. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss corporate bonds, the appetite for extending duration and sectors to focus on in the coming weeks. Bloomberg Opinion Columnist Bobby Ghosh discusses the future of awards shows and how they may be doomed. And Bloomberg Opinion's Brooke Sutherland breaks down the latest earnings from General Electric. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
23/01/24•35m 32s
Bitcoin ETFs, Boeing in Check, New Hampshire in Focus
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloomberg Deputy Team Leader of Global Aviation Siddharth Philip joins to discuss the latest from Boeing door plug checks. Carol Schleif, Chief Investment Officer, BMO Family Office joins to discuss the markets, inflation, and outlook for Fed rate cuts in 2024. Political News Director for Bloomberg TV and Radio Jodi Schneider discusses the latest from the New Hampshire Primary. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.
22/01/24•30m 44s
Digital Assets in Focus, M&A Opportunity
Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETFs. Mitch Berlin, EY Americas Vice Chair of Strategy and Transactions, discusses opportunities for mergers and acquisitions. Skyler Weinand, CIO at Regan Capital, discusses sectors to keep an eye on this year. Hans Olsen, CIO at Fiduciary Trust Company, joins to discuss how the markets and Fed will interact with one another in 2024. Brian Vendig, President at MJP Advisors, joins to discuss investing strategies amid an uncertain Fed and inflation path. See omnystudio.com/listener for privacy information.
19/01/24•40m 54s
Wealthy Investing, Market Outlook
Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. Will Nasgovitz, CEO and Portfolio Manager at Heartland Advisors, joins to talk about the outlook for small caps in 2024. Kara Murphy Chief Investment Officer with Kestra Investment Management, joins to discuss markets and investing strategies amid inflation uncertainty. Hosts: John Tucker and Molly SmithSee omnystudio.com/listener for privacy information.
18/01/24•27m 36s
Cybersecurity, Fed Cut Outlook, Sectors to Watch
Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for an M&A rebound in 2024. Robert Schein, Managing Director and Partner at Blanke Schein Wealth Management, joins to talk about markets, investing, and when the Fed may cut rates this year. Zoe Peden, Partner at Ananda Impact Ventures, discusses backing startups in health, nature, and biotech as Goldman Sachs recently raised $650 million for investing in life sciences startups. Geetu Sharma, founder and investment manager at AlphasFuture, joins to discuss markets and sectors to watch. Ron Sanchez, Chief Investment Officer at Fiduciary Trust International joins to discuss the markets and his investment outlook. Hosted by John Tucker and Molly Smith. See omnystudio.com/listener for privacy information.
17/01/24•50m 9s
Corporate Diversity, Fed Speak, Health of US Banks
Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at Whalen Global Advisors, discusses bank health in the US amid earnings season. Brad Bernstein, Managing Director at UBS Private Wealth Management, joins to give his market outlook and the view of inflation in 2024. Mike Mullaney, Director of Global Markets Research for Boston Partners, joins to give his outlook on markets and the Fed. Hosts: John Tucker and Jennifer RyanSee omnystudio.com/listener for privacy information.
16/01/24•33m 17s
Bank Earnings, Energy Uncertainty, Market Concerns
Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty. Dana Peterson, Chief Economist at The Conference Board, discusses the firm’s recent survey that found some of the biggest worries and concerns for global CEOs. Wendy Schiller, Professor at Brown University, joins to discuss the economic and geopolitical fallout of US and allied airstrikes on Houthi rebels in Yemen. Phil Orlando, Chief Equity Strategist with Federated Hermes, joins to talk about market reaction to geopolitical uncertainty, outlook for energy and oil, and his recent note on the labor market. Hosted by John Tucker and Lisa MateoSee omnystudio.com/listener for privacy information.
12/01/24•34m 28s
Energy M&A, Bitcoin ETFs, and Hertz
Vince Piazza, Senior Industry Analyst: Energy at Bloomberg Intelligence, joins to discuss his note on APA’s purchase of Callon, and why it’s not what it seems. He also discusses Chesapeake Energy buying Southwestern and digs into the broader global energy market and upcoming earnings. James Seyffart, ETF analyst with Bloomberg Intelligence, joins to discuss the beginning of trading for Bitcoin ETFs in the US. Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook, and Schwab’s latest STAX score, which is a proxy to gauge Schwab clients’ exposure to equity markets. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss Hertz’s EV reversal, as it looks to offload a third of its electric vehicle fleet. She can also discuss developments in the cruise industry. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
11/01/24•36m 28s
CES, Boeing, and Bitcoin
Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace and Airlines, joins to discuss the latest on Boeing and previews airline earnings. Mark Douglas, CEO of MNTN, joins from CES to discuss the latest tech developments in the advertising space, outlook for ads, and what he’s seeing at CES. He is joined by Mark Penn of Stagwell to discuss the MNTN partnership with Stagwell. Greg Taylor, CIO at Purpose Investments, joins to discuss the SEC expected to clear the Bitcoin spot ETF, and managing the first Bitcoin ETF as part of Purpose Investments. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, joins us from CES to discuss the HPE-Juniper deal and other tech/hardware news out of Las Vegas. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
10/01/24•38m 12s
Consumer Health, The Fed, 50 Companies to Watch
Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024. Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to discuss retail outlook and consumer health. Tim Craighead, Senior European Strategist with Bloomberg Intelligence, joins to discuss the annual Bloomberg publication of 50 companies to watch. Philip Colmar, managing partner and global strategist at MRB Partners, joins to talk markets and investing. Hosted by Paul Sweeney and Lisa MateoSee omnystudio.com/listener for privacy information.
09/01/24•38m 6s
Boeing, Copper, and Weight Loss
George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark Newton, Managing Director and Global Head of Technical Strategy at Fundstrat Global Advisors, joins to discuss investing in 2024 and outlook for the markets. Roland Harings, CEO at Aurubis, joins to discuss new developments with his company, copper production, and outlook for commodities in 2024. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss the Antideficiency Act as it relates to funding the government and legal liability for weight loss drug developing companies. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
08/01/24•36m 42s
Jobs, Munis, and Ozempic
Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to discuss the muni bond market. Simone Foxman, reporter with Bloomberg News, joins to discuss her story on the burden weight loss drugs are having on state budgets, US taxpayers, and the healthcare system. Kristin Pothier, US Healthcare Lead at KPMG, joins to discuss the outlook for M&A in the healthcare sector in 2024. Julia Pollak, Chief Economist at ZipRecruiter, joins to break down the jobs report and outlook for hiring in 2024. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.
05/01/24•48m 0s
APA, TikTok, and Regional Banks
Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk about TikTok’s e-commerce ambitions and outlook for generative AI in 2024. Ed Harrison, Team Leader for Americas FX/Rates at Bloomberg News, joins to discuss his “Everything Risk” column on 2024’s risk being a hot US economy. Bloomberg International Economics and Policy correspondent Michael McKee joins to discuss the St. Louis Fed naming Alberto Musalem its new president. Herman Chan, Senior Analyst of Regional Banks for Bloomberg Intelligence, discusses the health of US regionals. Hosted by Paul Sweeney. See omnystudio.com/listener for privacy information.
04/01/24•42m 2s
Morgan Stanley, Harvard, and Disney
Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay stepping down, what’s next for other institutions, and Washington’s influence on higher education in America. Mark Aldoroty, Managing Director and Global Head of Prime Services at Jefferies, joins to give his market outlook. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss the outlook for media and the box office in the US, potential M&A in the media space, and ValueAct supporting’s Disney Board’s slate of director nominees. Hosted by Paul Sweeney.See omnystudio.com/listener for privacy information.
03/01/24•44m 53s
Equities, Tesla, and Geopolitics
Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with Bloomberg Intelligence, joins to discuss BYD potentially surpassing Tesla as the leading EV automaker in the world. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Mick Mulroy, co-founder of the Lobo Institute, joins to discuss geopolitical tensions in the Middle East, Ukraine, and China. Hosted by Paul Sweeney and Mike Regan.See omnystudio.com/listener for privacy information.
02/01/24•39m 38s
Markets, Trump, and Travel
Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump being banned from the 2024 ballot in Maine and other DC headlines. Selma Hepp, Chief Economist at CoreLogic, breaks down the real estate market as we head into 2024. Brian Kelley, CEO at TPG (The Points Guy), joins to give his outlook for travel. Hosted by Paul Sweeney, Caroline Hyde, and Kailey Leinz.See omnystudio.com/listener for privacy information.
29/12/23•34m 5s
Hedge Funds, Eco, and AI
Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potential for a hard landing in the US. Anton Posner, CEO at Mercury Resources, joins to discuss supply chain risks amid uncertainty in the Middle East. Jake Saper, General Partner at Emergence Capital, joins to discuss the outlook for artificial intelligence in 2024. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.
28/12/23•42m 13s
Red Sea, Markets, and Media
Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomberg News, joins to talk moves in oil. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss markets and outlook for the Fed next week. Ian Whittaker, Managing Director and Owner at Liberty Sky Advisors, joins to discuss the media landscape and outlook for consolidation. Hosted by Paul Sweeney, Kailey Leinz, and Caroline Hyde.See omnystudio.com/listener for privacy information.
27/12/23•32m 37s
Geopolitics, EM, and Consumers
Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market performance this year and next. Jennifer Lee, BMO Capital Markets Senior Economist, talks about the outlook for the US economy and potential for a soft landing. Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, joins to talk about the holiday shopping season and what to expect from the consumer in 2024. Hosted by Paul Sweeney and Caroline Hyde. See omnystudio.com/listener for privacy information.
26/12/23•30m 43s
Nike, PCE, and Space
Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Economic Council, joins Kailey Leinz and Guy Johnson for a discussion on the economy and today’s inflation data. Stuart Paul, US Economist with Bloomberg Economics, joins to break down today’s inflation data and gives her outlook for the Fed and rate cuts. Peter Platzer, CEO and founder at Spire Global (NYSE: SPIR), joins to discuss his company and “space-as-a-service." Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.
22/12/23•38m 50s
Paramount, Apple, and Rally
Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss markets, sectors she likes, and outlook for investing. Mark Gurman, Chief Correspondent for Tech and Apple for Bloomberg News, joins to discuss the company stopping sales of certain Apple Watch models on its website. Seema Shah, Principal Asset Management Chief Global Strategist, joins to give her view on markets and the economy. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
21/12/23•38m 13s
Rate Cuts, FedEx, and Trump
Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting professor at Georgetown Law, joins to discuss Donald Trump getting disqualified on the Colorado ballot for 2024, how it will fare in the US Supreme Court, and how Trump’s legal issues will play into 2024. Lee Klaskow, Senior Analyst: Logistics at Bloomberg Intelligence, joins to discuss FedEx’s earnings miss. Matt Palazola, Senior Analyst: P&C Insurance with Bloomberg Intelligence, joins to discuss Aon’s acquisition of NFP. Hosted by Paul Sweeney and Emily Graffeo.See omnystudio.com/listener for privacy information.
20/12/23•36m 47s
Markets, Shipping, and Lending
Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analyst with Bloomberg Intelligence, joins to preview FedEx earnings, discuss geopolitical tensions affecting shipping lines, and talk about his new podcast. Jeffrey Hirsch, editor of the Stock Trader’s Almanac, joins to discuss his correct market call this year, a potential Santa Claus rally, seasonality, and small caps. Roberta Goss, Senior Managing Director and Head of the Bank Loan and CLO Platform at Pretium, joins to discuss lending and outlook for financing in the US. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
19/12/23•36m 42s
Tech, EM, and US Steel
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist with Bloomberg Opinion, joins to discuss Nippon Steel acquiring US Steel, and outlook for M&A as well as industrials in 2024. Penny Foley, Managing Director of Emerging Markets at TCW, joins to discuss the outlook for emerging markets. Wendi Whitmore, SVP and Head of Palo Alto Network’s cybersecurity team, joins to discuss cyber risks and costs for businesses. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
18/12/23•36m 28s
Introducing: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listener for privacy information.
17/12/23•51s
Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall
On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's hitting a roadblock when it comes to international expansion. Follow Hannah and Matt on Instagram: @HannahElliottxo @mattmiller1973 Find more on Bloomberg.com, Bloomberg Radio and YouTube.See omnystudio.com/listener for privacy information.
16/12/23•36m 41s
Citi, Alphabet, and Munis
Sally Bakewell, US Finance Team Lead with Bloomberg News, discusses Citigroup shutting down its once high-flying muni unit. Maria Pope, CEO at Portland General Electric (NYSE: POR), joins to discuss her industry and outlook for her company in 2024. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds, muni market liquidity, investor demand, and credit risks. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to discuss the Alphabet antitrust loss from earlier this week, what it means for Apple, and other cases to watch. Hosted by John Tucker and Bailey Lipschultz.See omnystudio.com/listener for privacy information.
15/12/23•36m 59s
Powell Pivot, Inflation, and CRE
Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession outlook. Neil Grossman, former CIO at TKNG Capital, joins to break down the Powell pivot. Miki Naftali, Chairman and CEO at Naftali Group, joins to discuss the risks he sees in commercial real estate and outlook for a hard landing. Abigail Doolittle joins. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
14/12/23•40m 24s
M&A, Weight Loss, and Tesla
Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss and weight loss drug developments, and outlooks for those drugs in 2024. Steve Man, Global Auto Market Research Leader at Bloomberg Intelligence, joins to break down Tesla’s recall and outlook for the company. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets and investing. Hosted by Paul Sweeney and Bailey Lipschultz.See omnystudio.com/listener for privacy information.
13/12/23•37m 1s
Choice Hotels, Alphabet, and Housing
Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, shipping volume, and industry expectations for 2024. Kori Sassower, Principal Broker at Compass Real Estate, joins to discuss the greater NYC real estate market, the pent up demand in housing, and outlook for what could be another incoming real estate boom. Brad Case, Chief Economist at Middleburg Communities, joins to discuss the FOMC meeting, CPI, the impact of the Fed’s rate hike cycle in real estate and other areas of the economy, and his recent piece on renting vs. buying. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
12/12/23•37m 56s
Zelenskiy, Ohtani, and Hawaiian Airlines
Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown University, joins to discuss President Biden’s waning poll numbers amid support for Israel, Zelenskiy visiting Washington Tuesday, and the foreign aid stalemate on Capitol Hill. Scarlet Fu, Bloomberg News anchor and host of Bloomberg Radio’s “Business of Sports, joins to discuss the major sports headlines this weekend, including LIV Golf’s latest and Shohei Ohtani’s record contract. Peter Ingram, CEO of Hawaiian Airlines, joins to discuss their deal to merge with Alaska Airlines. Hosted by Paul Sweeney, John Tucker, and Jennifer Ryan.See omnystudio.com/listener for privacy information.
11/12/23•37m 7s
Jobs, Markets, and Higher Ed
Tom Gimbel, CEO at the LaSalle Network, joins to discuss Friday’s jobs report. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss the market reaction to jobs numbers and outlook for the Fed next week. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to discuss the market reaction to the jobs report. Janet Lorin, Bloomberg News higher education report, joins to discuss the backlash from business and political leaders from this week’s Congressional testimony about antisemitism on campus. Hosted by Manus Cranny, Bailey Lipschultz, and Nathan Hager.See omnystudio.com/listener for privacy information.
08/12/23•39m 37s
SpaceX, Private Credit, and COP28
Loren Grush, Space Reporter with Bloomberg News, joins to talk SpaceX’s tender offer and outlook for the company. Anjee Solanki, National US Director of Retail at Colliers, joins to discuss consumer health and the retail outlook in the thick of the holiday season. Mark Gurman, reporter with Bloomberg News, joins to discuss Tesla replacing its Dojo supercomputer head. Jonathan Maxwell, CEO at Sustainable Development Capital, discusses the outlook for global energy, global energy waste and use, and global goals on climate. Tim Lyne, CEO at Antares Capital, discusses the outlook for private credit heading into 2024. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
07/12/23•43m 11s
Bank CEOs, Oil, and Rate Cuts
Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris Whalen, at Whalen Global Advisers, joins to discuss testimony from big bank CEOs on Capitol Hill today and capital requirements. Quincy Krosby, Chief Market Strategist with LPL Financial, joins to discuss the global economic impact and risks amid the war in Israel and other geopolitical factors. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.
06/12/23•31m 27s
Soft Landing, EVs, and Private Credit
Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Oliver Wyman, joins to discuss his view on private credit and potential risks. Tom Ognar, Portfolio Manager at Allspring Global Investments, joins to talk about markets, sectors and stocks he likes, and investing strategies. Phil Zhou, CFO of ECARX Holdings Inc. (NASDAQ: ECX), joins to discuss the EV industry, economic pressures, and outlook for his firm. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
05/12/23•35m 47s
XPO, Spotify, and AI
Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss his new investment venture, the delivery industry and founding XPO, and his new book “How to Make a Few Billion Dollars.” Ashley Carman, reporter with Bloomberg News covering the audio industry, joins to discuss Spotify cuts. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss legal concerns in how businesses use AI in marketing, and how content creators/actors are aiming to protect their services from artificial intelligence. Chris Ailman, Chief Investment Officer at the California State Teachers’ Retirement System (CalSTRS), joins to discuss prepping for a recession and pressures on public funding. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
04/12/23•39m 6s
Hate Crimes Surge in Wake of Gaza War
Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’s retaliatory operation in Gaza. While previous conflicts in the Middle East also sparked a backlash outside the region, this time it is more intense and the wave of hate may be far from cresting, according to advocacy groups, former law enforcement officials and analysts. In this Bloomberg Radio special report, Stephen Carroll examines how these communities are confronting a global surge in hate speech and hate crimes.See omnystudio.com/listener for privacy information.
03/12/23•24m 6s
Tesla's Cybertruck, an $11 Million Bugatti and Pagani's Electric Supercars
This week on Bloomberg Hot Pursuit!, Matt Miller and Hannah Elliott run down the most expensive cars sold this year and why a $11 million Bugatti Chiron may have been a good deal. Then, they discuss Horatio Pagani's recent interview with Bloomberg in Hong Kong, and what the Chinese market means for electric cars and supercars. Plus, Matt and Hannah have strong feelings about the Cybertrucks being delivered in Texas this week - and they definitely disagree on whether Tesla’s stainless-steel pickup will be a hit. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
02/12/23•30m 39s
Santos, Powell, and Obesity Drugs
Nicole Mallikotakis, Republican Congresswoman from New York, joins to discuss the expulsion of George Santos from Congress. Joe Mathieu, host of Bloomberg’s “Sound On” and “Balance of Power,” joins to wrap George Santos’ expulsion from Congress, and Bloombeg Markets reporter Bailey Lipschultz discusses Fed Chair Jay Powell’s comments at Spelman College. George Hampton, President and CEO at Currax Pharmaceuticals, discusses the pharma industry, his company, biotech, and obesity development. Charlie Hernandez, CEO of MyPocketLawyer, joins to discuss how AI can be used a for profit tool to expand access to legal services and while serving as a benefit to the legal industry. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
01/12/23•33m 11s
Kissinger, Musk, CRE, and AI
David Westin, host of Bloomberg TV and Radio’s “Wall Street Week,” joins to reflect on the life of Henry Kissinger. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss this afternoon’s unveiling of the Tesla cybertruck, as well as Elon Musk’s expletive to advertisers. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to follow up his discussion with us from earlier this year on opportunities he sees in real estate, huge investment he has in China, and then outlook for a hard landing. Abigail sticks around as a host for this block. Subha Tatavarti, Chief Technology Officer at Wipro, discusses AI development and outlook for the space amid recent chaos at OpenAI. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
30/11/23•41m 18s
BONUS SPECIAL: The Legacy of Henry Kissinger
Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shaped his worldview, and his thoughts on the current state of global affairs. Listen here for that special conversation, in its entirety. See omnystudio.com/listener for privacy information.
30/11/23•1h 26m
Munis, Infrastructure, and Baby Bonds
Seán McCarthy, CEO at Build America Mutual, joins to discuss his business and opportunities in the muni bond market. Priya Misra, Portfolio Manager at JP Morgan Asset Management, returns to the show to talk about the outlook for interest rates and why she’s in the hard landing camp. Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joins to discuss muni bonds and fixed income investing. Erick Russell, Treasurer of the state of Connecticut, joins to discuss taking office this year, pension funds, managing state finances, and the state’s baby bonds program. Hosted by Paul Sweeney and Jennifer Ryan.See omnystudio.com/listener for privacy information.
29/11/23•39m 22s
Special Report: Berkshire Hathaway's Charles Munger Dies at 99
Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.
28/11/23•15m 16s
Private Credit, IPOs, and Washington
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to discuss potential 2024 IPOs, including Reddit, Shein, and SKIMS. Neil Hennessy, Hennessy Advisors Chief Strategist, joins to discuss markets, mid-caps, and gives his stock picks and eco outlook. Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss Washington’s response to Israel, foreign aid, and another shutdown showdown, as well as other DC issues. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
28/11/23•38m 15s
Israel, Markets, and a Possible Recession
Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of a critical presidential election year. Katy Kaminski, Chief Research Strategist at AlphaSimplex, and whose fund returned nearly 36% to investors last year, joins to discuss markets and investing strategies. Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to discuss the outlook for equities and a US recession, after Deutsche Bank called for the S&P to finish at 5,100 in December 2024. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.
27/11/23•34m 53s
Retailers, Vendors, and Gambling
Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIVE!, joins to discuss jobs in the hospitality industry and outlook for the company and the hospitality space. Charles Gillespie, CEO at Gambling.com (NASDAQ: GAMB), joins to discuss his company’s earnings and outlook for sports gambling as we head into peak NFL and college football season, and the NFL’s first Black Friday game ever. Tom McGee, CEO of ICSC, discusses Black Friday and holiday spending retail projections. Hosted by Paul Sweeney and Carol Massar.See omnystudio.com/listener for privacy information.
24/11/23•34m 34s
Hostage Deal, OpenAI Saga, and Deere Earnings
Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the hostage deal between Israel and Hamas. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the saga at OpenAI as Sam Altman returns as CEO. Bloomberg Technology host Ed Ludlow also joins. Sri Kumar, President at Sri-Kumar Global Strategies, joins to preview the FOMC meeting and gives his outlook for the economy. Chris Ciolino, Industrials Analyst with Bloomberg Intelligence, discusses Deere’s earnings miss. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.
22/11/23•38m 46s
Microsoft and OpenAI, Treasury Auction, and CZ Zhao
Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Investor Solutions, joins to discuss the firms’ Capital Market Assumptions report and outlook for a soft landing in the US. Ed Harrison, Senior Editor at Bloomberg News and author of the “Everything Risk” column and Liz McCormick, Chief Correspondent of Macro Markets at Bloomberg News, join for a roundtable discussion on risk assets, the 20-year-bond treasury auction, and outlook for bond and equity markets. Matt Sigel, Head of Digital Assets at VanEck, joins to discuss the Wall Street Journal report on Binance CEO CZ Zhao agreeing to step down and plead guilty. Hosted by Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
21/11/23•31m 39s
OpenAI and Microsoft, Bitcoin, and Planes
Ed Ludlow, host of Bloomberg Technology, joins to talk about OpenAI, Sam Altman, Microsoft, and the events that unfolded this weekend. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, also joins, to discuss how this impact the opportunity for other AI models. Jim Anderson, CEO and Beacon Software and former CEO of Social Flow, joins to discuss his opinion on “slowing down” AI, the effects AI has on technologies like Cruise, and other views on Ai and Elon Musk. Matt Sigel, Heads of Digital Assets Research at VanEck, joins to discuss Wall Street’s bullish outlook on Bitcoin ETFs and how the Argentinian election could impact Bitcoin prices and risk assets. Ali Ben Lmadani, CEO of ABL Aviation, discusses the Dubai Air Show and airline industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
20/11/23•37m 31s
Bonus: Hot Pursuit! Talks Hybrids vs. EVs and All Things Audi
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
18/11/23•25m 8s
A US Recession and Retail Report
Chris Campbell, Chief Strategist at Kroll, discusses his outlook for the US economy and potential for a recession amid this week’s government shutdown. Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the electric Kia Sorrento. Norma Chu, CEO of DayDayCook (NYSE: DDC), joins to discuss her company going public this morning and industry and consumer outlook. Dana Telsey, CEO and Chief Research Officer at The Telsey Group, joins to discuss retail sales data from this week and retail stocks. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
17/11/23•34m 23s
FDIC Deposits and Media Overview
Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the FDIC set to approve a plan for refilling deposit insurance funds, and how big banks will be saddled with the tab. Dr. Helen Sabzevari, CEO of Precigen (NASDAQ: PGEN), joins to discuss drug development, including weight loss drug development, cancer, and other health treatments. Brian Stelter, special correspondent for Vanity Fair, former CNN correspondent, and producer on Apple TV’s “The Morning Show,” discusses his book “Network of Lies." Laura Martin, Managing Director at Needham, joins to discuss her contrarian bearish take on Meta stock, outlook for Apple, and outlook for Disney. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
16/11/23•38m 3s
SpaceX Spinoff and Rates Outlook
Ed Ludlow, host of Bloomberg Technology, joins to discuss SpaceX potentially spinning off Starlink. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, as well as potential recession in Europe. Chris Whalen, Chairman at Whalen Global Advisors, joins to discuss the outlook for Fed rate cuts, inflation in the US, deflation concerns, and concerns of the Fed breaking something. Tina Marriott Larson, COO and President at Recursion Pharmaceuticals (NASDAQ: RXRX), joins to discuss her company’s recent performance, outlook for the biopharma space and its new notable investor, Cathie Wood. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
15/11/23•37m 13s
Potential Shutdown and Drug Development
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how Treasuries might react to a government shutdown on Friday. Michael Shah, Pharma Analyst with Bloomberg Intelligence, joins to discuss Novo Nordisk, Ozempic, and the weight loss drug push. Jake Saper, Emergence Capital General Partner, joins to talk about investment strategies, tech, and markets. Jereme Sylvain, CFO at DexCom (NASDAQ: DXCM), joins to discuss company earnings, its initiatives in healthcare and specifically for diabetes, and outlook for the firm and industry. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
14/11/23•36m 51s
Government Shutdown, Real Estate, and Tesla
Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown and President Biden’s meeting with Chinese President Xi Jinping. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss his tech outlook for 2024 and his views on Tesla and its cybertruck. Margaret McKnight, Partner and Head of Real Estate Portfolio Solutions at StepStone Group (NASDAQ: STEP), joins to talk real estate and investing. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, joins to talk markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
13/11/23•37m 40s
Bonus Episode: Bloomberg Hot Pursuit!
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
12/11/23•32m 36s
Introducing: Elon, Inc.
At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Businessweek’s Max Chafkin, Tesla reporter Dana Hull, Big Tech editor Sarah Frier, and more, will break down the most important stories on Musk and his empire. Listen wherever you get your podcasts.See omnystudio.com/listener for privacy information.
11/11/23•43s
Jay Powell, Polestar, Markets, and Veterans
Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to talk about the eco impact of a government shutdown, the balance of power in the Senate, and impact on the economy and legislation. Mick Mulroy, co-founder of the Lobo Institute, former CIA paramilitary officer, and marine, joins to discuss the latest on the war in Israel, the war in Ukraine, and 248 years of US Marines. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss the outlook for markets and the economy. Matt Miller and Guy Johnson interview Polestar CEO Thomas Ingenlath on the company’s new models and outlook for EVs for our “What is Matt Miller Driving?” segment. Hosted by Matt Miller and Molly Smith.See omnystudio.com/listener for privacy information.
10/11/23•36m 55s
ETFs, Disney, and CRE
David Bahnsen, founder and Chief Investment Officer at The Bahnsen Group, joins to talk about markets, stock picks, and the launch of his new ETF, the TBG Dividend Focus ETF. Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, joins to talk about the Hollywood strikes ending and Disney earnings. Francis Oh, Head of AI ETFs at Qraft Technologies, and Young Choi, Director at LG AI Research, joins to discuss the launch of their NYSE-listed AI ETF and outlook for artificial intelligence. Igal Namdar, founder at Namdar Realty Group, joins to discuss his strategy buying struggling malls, the legal battles it invites, and outlook for real estate, distressed debt, and the overall CRE sector. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
09/11/23•33m 47s
CT Finances, Yields, Obesity Drugs, and Cars
Sean Scanlon, State Comptroller for Connecticut, joins to discuss Connecticut finances, outlook for fiscal spending, balancing budgets, and other state initiatives. Sam Fazeli, head of Euro Research and Pharma Analyst with Bloomberg Intelligence, joins to discuss weight loss drug development, vaccine development, and other pharma and biotech headlines. Matt Smith, Investment Director at Ruffer, joins to discuss inflationary trends, market outlook, and attractiveness in yields, among other market topics. Philip Richter, President at Hollow Brook Wealth Management, joins to discuss the car collection market and Turtle Invitational. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
08/11/23•38m 19s
Regional Banks, CLOs, and ETFs
Frank Sorrentino, CEO of ConnectOne Bank, joins to discuss his outlook for the economy and Fed, what ConnectOne is seeing in construction lending, as well as other pressures on regional banks. Thomas Majewski, CEO at Eagle Point, joins to talk about collateralized loan obligations, and new managers betting on the market. Dina Ting, Head of the Global Index Portfolio Management Team at Franklin Templeton ETFs, joins to discuss ETF flows and ETF investing strategies. Mark Douglas, CEO at MNTN, joins to discuss the Disney CFO change and preview Disney earnings. Hosted by Matt Miller, Emily Graffeo, Katie Greifeld, and Scarlet Fu.See omnystudio.com/listener for privacy information.
06/11/23•34m 4s
Introducing: Bloomberg Hot Pursuit!
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders. If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts. Apple: http://apple.co/4935eTf Spotify: http://spoti.fi/3MaWkJT Anywhere: http://bit.ly/3QqrPC2 See omnystudio.com/listener for privacy information.
04/11/23•24m 50s
Enbridge, Fed, BMW, and SBF
Greg Ebel, CEO at Enbridge (NYSE: ENB), joins to discuss earnings, the oil industry, and how it’s being impacted by mergers as well as geopolitical conflicts. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss jobs day, recent inflation data, and the Fed decision. Zeke Faux, Bloomberg Businessweek columnist and author of the new book on crypto “Number Go Up,” joins to talk about Sam Bankman-Fried’s guilty plea, and how it fits in the global crypto picture. Hannah Elliott, Bloomberg Businessweek columnist, joins to discuss the BMW XM, Matt’s love for superchargers, and Matt and Hannah’s new podcast. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
03/11/23•37m 45s