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
Boeing Wins Largest-Ever Order as Qatar Buys Long-Range Jets
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Sid Philip, Deputy Team Leader for Global Aviation, discusses Boeing signing an accord with Qatar Airways for up to 210 widebody aircraft, including the 787 Dreamliner and 777X model, in a deal valued at $96 billion. The agreement is a major win for Boeing, Qatar Airways, and President Donald Trump, who witnessed the signing ceremony and congratulated Boeing CEO Kelly Ortberg on the record-breaking order.Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing, markets, and current flows. Sean says three key headwinds have been pressuring markets: tariffs, tax policy, and Federal Reserve uncertainty.Recent progress in U.S-China tariff negotiations removes a major source of uncertainty.Joe Mastrangelo, CEO of Eos Energy Enterprises, discusses energy storage systems. He discusses American energy policy, energy innovation, and company performance and growth.Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.”Description: DeepSeek’s sudden emergence illustrates how China’s industry is thriving despite Washington’s efforts to slow it down.See omnystudio.com/listener for privacy information.
14/05/25•25m 0s
Softer Than Expected Inflation Points to Muted Tariff Fallout
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: -Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Rate Strategist, discusses U.S CPI data. US inflation rose by less than forecast in April amid tame prices for clothing and new cars, suggesting little urgency so far by companies to pass along the cost of higher tariffs to consumers.-Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. The stock market rallied, wiping out losses for the year, on speculation that trade war tensions are cooling, with the S&P 500 rising 0.9% and the Nasdaq 100 climbing 1.7%.-Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth earnings. UnitedHealth Group Inc. unexpectedly replaced its chief executive and suspended earnings guidance, raising increasing questions over how the company once regarded as a safe bet by investors has got its cost predictions so wrong.-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft saying it will cut thousands of workers with a focus on reducing layers of management. The planned terminations will amount to less than 3% of total headcount, a spokesperson said. They will occur across geographies, employee levels and include LinkedIn, the spokesperson added.See omnystudio.com/listener for privacy information.
13/05/25•20m 57s
Trump Aims to Cut US Drug Costs by Pegging to Prices Abroad
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Trump attempting to slash drug prices for Americans by more closely aligning their costs to lower prices paid abroad, renewing and expanding upon a failed push from his first term.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses talks between Washington and Beijing to temporarily lower tariffs and de-escalate the trade war. The tariff arrangement will see the combined 145% US levies on most Chinese imports reduced to 30% and the 125% Chinese duties on US goods will drop to 10% for three months to give the countries time to negotiate a broader agreement on trade. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Investors betting the US-China trade reprieve marks the end to an all-out tariff war that had threatened to tip the world into a recession sent stocks rallying, while spurring a slide in defensive corners of the market from bonds to gold and haven currencies.Brant Standridge, President, Consumer and Business Banking at Huntington Bank, discusss Huntington's expansion as banks pull back, and overall growth story. Huntington is a top-10 U.S. regional bank and a Fortune 500 company with $204 billion in assets. It’s one of the only regional banks to post growth in the first quarter of 2025, driven by increased loans and deposits, expanded net interest margin, growth of fee revenues, and rigorous expense management.See omnystudio.com/listener for privacy information.
12/05/25•23m 49s
BI Weekend: Walt Disney, Ford Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings.- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott earnings.- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses BioNTech earnings.- Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford earnings.- Pol Lezcano, BloombergBNEF Senior Associate, discusses U.S clean power.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.
09/05/25•36m 38s
Trump Says 80% China Tariff ‘Seems Right,’ Ahead of Talks
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: -Shawn Donnan, Bloomberg News Senior Economics Writer, discusses President Donald Trump floating an 80% tariff on China ahead of negotiations due to begin Saturday as he urged Beijing to do more to open their markets to US goods.-Josh Pantony, Co-founder and CEO of Boosted.AI, discusses AI spending, arms race, and how investors are using AI. Recent earnings reports from the largest companies in the world -- Meta, Microsoft and Amazon -- underscore that spending on AI continues to grow exponentially.-Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses U.S-China talks and President Trump’s tax plan. Veda Partners' forecast says there is growing optimism, particularly as business leaders at the Milken conference posited that 50-60% tariff rate reductions could come soon, and that this week's first meeting between the US and China will lead to a sharp reduction in tariffs in the very near term, perhaps immediately. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses US prosecutors and regulators investigating a $32 million deal between CrowdStrike and Carahsoft Technology. They are probing what senior company executives may have known about it and are examining other transactions made by the cybersecurity firm, according to two people familiar with the matter.See omnystudio.com/listener for privacy information.
09/05/25•23m 39s
Trump Hails UK Trade Framework as First of Many Tariff Deals
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Enda Curran, Bloomberg Global Economy Reporter, and Joe Mayes, UK Government Reporter, discuss US President Donald Trump announcing a trade framework with the UK, which will bring down barriers and expand market access for American goods, including beef and ethanol.See omnystudio.com/listener for privacy information.
08/05/25•6m 20s
Disney Shares Surge as Strength in Parks, Streaming Lift Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV.See omnystudio.com/listener for privacy information.
07/05/25•6m 25s
Merz Confirmed as German Chancellor After Second Parliament Vote
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: -Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses German Parliament backing Friedrich Merz as German Chancellor.-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses DoorDash announcing two multibillion-dollar acquisitions: buying London-based delivery company Deliveroo Plc for £2.9 billion and hospitality tech company SevenRooms Inc. for $1.2 billion.-Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the state of commercial real estate. Topics include: CRE Lending Rebound Amid Lingering Uncertainty, Retail Sector Faces Ongoing Challenges, and Retail Sector Faces Ongoing Challenge.-Pol Lezcano, BloombergBNEF Senior Associate, gives his outlook for clean energy. BNEF says clean energy buildout (solar, onshore wind and energy storage) in the US won't slow down despite Trump's efforts to build more fossil fuel power generation and nuclear.See omnystudio.com/listener for privacy information.
06/05/25•23m 43s
Warren Buffet to Retire, Tyson Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire CEO Warren Buffet retiring. Berkshire Hathaway Inc. followed Warren Buffett’s recommendation, naming Vice Chairman Greg Abel to replace the billionaire as CEO, effective Jan. 1.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Tyson Foods' shares dropped after the company reported stronger-than-expected quarterly earnings, as investors focused on the company's deepening losses in its beef business.Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump suggesting that his administration could strike trade deals with some countries as soon as this week, offering the prospect of relief for trading partners seeking to avoid higher US import duties.Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The ISM survey prices paid jumped to 65.1, far higher than the 61.4 expected by economists. It’s the highest print since early 2023, when inflation was slowing after the pandemic supply shock.See omnystudio.com/listener for privacy information.
05/05/25•24m 20s
BI Weekend: UPS, McDonalds, Microsoft Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Computer preliminary results.- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings.- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence and Elliot Stein, Bloomberg Intelligence Litigation Analyst, discuss BI’s new Tariff research. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses cruise-line earnings.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft earnings.- Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings.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.
02/05/25•37m 22s
US Employers Add 177,000 Jobs, Solid Pace in Face of Uncertainty
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Tom Gimbel, Vice Chairman, American Staffing Association and Founder of LaSalle Network, discusses the April jobs report. US job growth was robust in April and the unemployment rate held steady despite deep uncertainty over President Donald Trump’s trade policies, which economists expect will dent hiring plans over the coming months.Brooke Sutherland, Bloomberg Boston Bureau Chief, discusses President Donald Trump declaring that Harvard University would lose its tax-exempt status, stepping up his attack on the Ivy League school by threatening to choke off an array of financial benefits.Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron and Exxon earnings. Chevron Corp. will reduce share buybacks this quarter after oil prices tumbled, indicating that President Donald Trump’s trade war is hurting a key US industry he pledged to help. Exxon Mobil Corp., which also reported earnings Friday, is sticking to its plan to buy back about $5 billion in shares per quarter.See omnystudio.com/listener for privacy information.
02/05/25•20m 5s
GM Slashes Guidance, Kohl’s Fires CEO
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: David Welch, Bloomberg Detroit Bureau Chief, discusses General Motors cutting its full-year profit outlook due to as much as $5 billion of exposure to auto tariffs, among the biggest financial hits revealed by any company so far from President Donald Trump’s trade war.Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s saying its’ board terminated CEO Ashley Buchanan due to undisclosed conflicts of interest. An investigation conducted by outside counsel and overseen by Audit Committee of board determined Buchanan violated company policies by directing company to engage in vendor transactions that involved undisclosed conflicts of interest.David Kirkpatrick, Founder of Techonomy, discusses tech earnings. Meta Platforms Inc. shares jumped after the company’s advertising sales quelled Wall Street concerns about the impact of the Trump administration’s trade war, with first-quarter revenue beating expectations. Marci McGregor, Head of Portfolio Strategy for the CIO, at Merrill and Bank of America Private Bank, discusses her market outlook. Technology companies are powering US stocks on Thursday after the latest batch of robust earnings, with major indexes close to erasing losses sparked by the tariff shock that rattled markets just weeks ago.See omnystudio.com/listener for privacy information.
01/05/25•24m 18s
Stocks Sink as Data Sparks Economic Concern
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The US economy contracted at the start of the year, and traders are betting that the Federal Reserve will cut interest rates this year to prevent a recession. The S&P 500 cut losses after separate data showed US consumer spending jumped in March.Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Preliminary results. Super Micro Computer shares tumbled Wednesday after giving preliminary results that fell well short of analysts’ estimates, a sign its comeback plan has been slow to gain traction. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar expects slightly lower sales this year if Trump administration tariffs remain in place and the economy dips into a recession in the second half.Ann Miletti, Head of Equity Investments at Allspring Global Investments, discusses her outlook for the markets. Evidence that the world’s largest economy is at risk of buckling under the weight of President Donald Trump’s tariff war whipped up fresh volatility on Wall Street.See omnystudio.com/listener for privacy information.
30/04/25•24m 51s
GM Suspends Guidance, Carney Wins Canada Election
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: David Welch, Bloomberg Detroit Bureau Chief, recaps GM earnings. General Motors is pulling earnings guidance for 2025 and putting $4 billion in share buybacks on hold until it has more clarity on the impact of US tariffs.David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses Canada’s election. Canada’s Liberal Party won a fourth straight election, as voters chose former central banker Mark Carney to manage the country’s response to US President Donald Trump’s trade war.Ted Swimmer, Head of Capital Markets and Advisory at Citizens Bank, discusses the latest on capital markets, the IPO market, and private markets. He discusses the evolution of the private credit space -- where traditional banks are increasingly partnering with private lenders. David also talks about how lenders are protecting themselves from private credit deals going bad through the use of unique covenants. Ben Miller, Co-Founder and CEO at Fundrise, discusses the state of commercial real estate. In the longer term, starting with the naming of a new Fed chair in May of 2026, Ben expects rates to come down significantly and quickly. He thinks even in a low rates/low growth environment (like the 2010’s), this would be a gift to real estate owners/investors. See omnystudio.com/listener for privacy information.
29/04/25•23m 26s
Trump China Tariffs Set to Unleash Supply Jolt on US Economy
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt MillerToday’s Podcast Features are: Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May.Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate.Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war.See omnystudio.com/listener for privacy information.
28/04/25•23m 20s
BI Weekend: NJIT Science & Tech, Boeing Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel*Broadcasting Live from the New Jersey Institute of Technology*On this podcast: -Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body. -Eric Fortune, NJIT Associate Professor, Biological Sciences, discusses how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest. -Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling. -Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, discusses the benefits of brain stimulation.- Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. 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.
25/04/25•37m 39s
China May Exempt Some US Goods From Tariffs as Costs Rise
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are: Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the latest tariffs news. China’s government is considering suspending its 125% tariff on some US imports, pe ople familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries. Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations.Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer sentiment data. US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs.Dan Ives, Global Head of Technology Research at Wedbush Securities, recaps tech earnings. Alphabet reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and the company remains heavily invested in AI, boosting its spending on servers and data centers.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses news that Apple is aiming to import most of the iPhones it sells in the US from India by the end of next year. The goal would require Apple to roughly double its annual iPhone output in India to more than 80 million units.See omnystudio.com/listener for privacy information.
25/04/25•21m 44s
US to Demand Putin Accept Ukraine’s Right to Military Force
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday’s Podcast Features are: Nick Wadhams, Bloomberg National Security Team Leader, discusses news the U.S will demand that Russia accept Ukraine’s right to have its own army and defense industry as part of a peace agreement between Moscow and Kyiv.Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. Wall Street investors weighing the impacts of President Donald Trump’s trade war on Corporate America sent stocks climbing on bets the Federal Reserve could cut rates sooner than anticipated to prevent a recession.Tyler Kendall, Bloomberg Television Washington Correspondent, discusses the latest on tariffs. China demanded that the US revoke all unilateral tariffs and denied there were talks on reaching a trade deal, maintaining a defiant stance despite President Donald Trump’s recent easing of criticism of the country.Damian Garde, Bloomberg Health Reporter, discusses Merck saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. The estimate doesn’t account for the possibility that President Donald Trump will fulfill his long-held promise of imposing levies on pharmaceutical imports to the US, which would be on top of existing tariffs.See omnystudio.com/listener for privacy information.
24/04/25•24m 40s
Bessent Says No Unilateral US Offer to Cut Tariffs on China
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday’s Podcast Features are: - Stuart Paul, US Economist with Bloomberg Economics, discusses comments from Scott Bessent, U.S treasury Secretary at the Institute of International Finance. Bessent said that the Trump administration is looking at multiple factors with regard to China beyond just tariffs — including non-tariff barriers and government subsidies. He also said that the strongest relationship between Washington and Beijing is at the top, and that there was no timeframe for engagement.-Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Tesla shares rose after CEO Elon Musk pledged to retreat “significantly” from his US government work to concentrate on the electric-vehicle company as his work with DOGE is “mostly done.” This comes after Tesla trimmed its spending plan after its stingiest quarter since 2021.-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Boeing Co. reported first-quarter results that exceeded Wall Street’s estimates, giving the embattled planemaker a greater degree of stability to navigate dislocations in global trade that have complicated exports. The planemaker used $2.3 billion in free cash in the three months ended March 31 as it ramped up jet production, Boeing said in a statement Wednesday-Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. The latest equity gyrations signal there’s no let up in Wall Street’s trade war obsession, with volatility-inducing policy pronouncements rocking investors big and small.See omnystudio.com/listener for privacy information.
23/04/25•24m 32s
IMF Slashes Growth Forecasts, Warns Trade War Risks Worsening Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel*Broadcasting Live from NJIT* Today’s Podcast Features are: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the latest from the IMF and World Bank spring meetings.Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body.Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders.Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling.Eric Fortune, NJIT Associate Professor, Biological Sciences, talks about how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest.Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, talks about the benefits of brain stimulation.See omnystudio.com/listener for privacy information.
22/04/25•41m 38s
US Stocks Slump as Trump’s Threat to Fire Powell Adds Pressure
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Tom Orlik, Bloomberg Economics Chief Economist, discusses US stocks falling on Monday due to concerns that President Donald Trump will fire Fed Chair Jay Powell and implement policies that could lead to a recession.Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. A selloff in US assets deepened as President Donald Trump stepped up criticism of Jerome Powell on social media, with stocks, the dollar and longer-dated Treasuries sliding amid concerns about the Federal Reserve’s future independence.Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses death of Pope Francis. Pope Francis, who encouraged Catholics to embrace a more compassionate view on many issues but found it difficult to close the book on past abuses by clergy, died at the age of 88.Julie Biel, Chief Market Strategist & Portfolio Manager at Kayne Anderson Rudnick, discusses her outlook for the markets. Trump’s assurances that tariff talks were progressing did little to stop a market rout. The S&P 500 and other major stock indexes fell nearly 3% each while the dollar index weakened to a 15-month low.See omnystudio.com/listener for privacy information.
21/04/25•25m 46s
BI Weekend: China Boeing Halt, LVMH Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast:Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer terminating development of its obesity pill.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about China ordering its airlines to stop taking deliveries of Boeing jets. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the Bloomberg Big Take story: “GM and Its Eight-Year, $35 Billion EV Bet Brace for Tariff Hit.” Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, talks about news that Elliott Investment Management is said to have built a position in H-P-E worth more than $1.5 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management.Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest news on Apple.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.
17/04/25•38m 27s
Google Partially Loses Advertising Tech Antitrust Case
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo Today’s Podcast Features are: Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, and Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses a federal judge finding Google guilty of illegally monopolizing online advertising technology markets for advertising exchanges and ad servers. The judge ruled that Google did not meet the definition of a monopoly for tools used by advertisers to buy display ads.Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth Group cutting its annual forecast and reporting its first earnings miss in more than a decade, in a foreboding sign that sent shares across the insurance industry tumbling. The company said it was blindsided by rising medical costs as the first quarter closed, upending a forecast it had affirmed just three months ago.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent comments from Fed Chair Jay Powell in Chicago. Today, President Donald Trump said Powell’s termination from his position can’t come quickly enough, arguing that the US central bank should have lowered interest rates already this year, and in any case should do so now.Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses today’s ECB decision. The European Central Bank lowered interest rates for the seventh time since last June due to global trade tensions threatening the region's economic recovery. See omnystudio.com/listener for privacy information.
17/04/25•26m 2s
Chipmakers Lead Tech Stock Rout as Trump Curbs Exports to China
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on global tech. Technology stocks led losses on Wednesday after Nvidia and Advanced Micro Devices said President Donald Trump’s administration has curbed the export of its chips to China.Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose substantially in March on a jump in car purchases and other goods such as electronics, suggesting consumers were scrambling to get ahead of tariffs.Michael Shepard, Bloomberg Senior Editor in Washington, discusses the latest on U.S-China tech. Advanced Micro Devices said it expects to take a charge of as much as $800 million after the Trump administration put new restrictions on semiconductor exports to China. The company came to the conclusion after it completed an initial assessment of a new license requirement for the export of its MI308 products, it said in a filing with the US Securities and Exchange Commission.David Voreacos, Bloomberg Legal Reporter, discusses Harvard University tapping a white-hot lawyer with conservative bona fides to fight the Trump administration’s threat to withhold billions in funding.See omnystudio.com/listener for privacy information.
16/04/25•25m 12s
China Orders Boeing Jet Delivery Halt
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China ordering a halt in Boeing jet deliveries. It’s part of the tit-for-tat trade war that’s seen US President Donald Trump levy tariffs of as high as 145% on 5% on Chinese goods, according to people familiar with the matter.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Bank of America Corp.’s stock traders posted a record quarter as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Citigroup Inc. inched closer to a key profitability target in the first quarter as the firm’s traders surpassed expectations and the bank drew a record haul from its wealth and retail businesses.Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses Harvard University President Alan Garber rejecting the Trump administration's demands to combat antisemitism, citing concerns over academic freedom and government interference in higher education. In response, a government task force on antisemitism plans to freeze $2.2 billion of multiyear grants to Harvard, and President Trump threatens to revoke the university's tax-exempt status.See omnystudio.com/listener for privacy information.
15/04/25•21m 10s
Intel to Sell 51% Altera Stake to Silverlake
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Emily Grafffeo Today’s Podcast Features are: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management, making good on plans to start spinning off non-core assets. Intel will continue to hold a 49% stake in the business. The deal is expected to close in the second half of 2025. Bloomberg reported previously on the talks between the two companies.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Manager, discusses earnings from Goldman Sachs. Goldman Sachs’ stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war that’s roiled financial markets.Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer halting development of its highest profile experimental drug, an obesity pill aimed at the blockbuster weight-loss market dominated by shots from Novo Nordisk A/S and Eli Lilly & Co., after it was linked to liver damage in a clinical trial. See omnystudio.com/listener for privacy information.
14/04/25•19m 52s
BI Weekend: Delta, Constellation Brands Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta airlines earnings. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of Washington policy on clean energy. Jim Stratton, Workday’s Chief Technology Officer, will discuss Workday’s approach to AI. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the impact of Washington policy on drugmakers. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses Wells Fargo’s climate retreat.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.
11/04/25•35m 9s
US Treasuries Slide in Worst Selloff Since 2019
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by John Tucker and Emily Grafffeo Today’s Podcast Features are: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses today’s slide in U.S Treasuries. The selloff in Treasuries intensified as investors continued to pull back from US assets, sending longer-dated yields toward the biggest weekly surge since the 1980s. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday’s data from the University of Michigan. U.S consumer sentiment tumbled the second-weakest reading on record while short- and long-term inflation expectations soared to multi-decade highs on growing tariff concerns. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. JPMorgan Chase & Co.’s stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump’s policy announcements. Morgan Stanley’s stock-traders delivered first-quarter revenue that exceeded analyst predictions, earning a record $4.13 billion from equities trading. Wells Fargo & Co. missed analysts’ estimates for net interest income in the first quarter with soft loan demand hurting the bank’s largest revenue stream as tariff uncertainty clouds the US economic outlook. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from BlackRock. BlackRock posted mixed results for the quarter preceding President Donald Trump’s sweeping tariffs, pulling in less client money than analysts expected but posting higher-than-anticipated earnings per share.See omnystudio.com/listener for privacy information.
11/04/25•24m 49s
Stocks Slide as Trump’s Tariff Reprieve Proves Fleeting
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. Fear engulfed Wall Street again as US-China trade tensions escalate, sparking a plunge in stocks, the dollar and oil, while bond havens misfire anew in the latest sign of disorder in the financial system.Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses today’s U.S CPI data. U.S inflation cooled broadly in March, indicating some relief for consumers prior to widespread tariffs that risk contributing to price pressures.Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Prada agreeing to buy Verace for $1.3 billlion. The Milan-based company, controlled by billionaire designer Miuccia Prada and her husband Patrizio Bertelli, is buying Versace from Capri Holdings Ltd., which paid €1.8 billion ($2 billion) for the brand in 2018.Lara Castleton, US Head of Portfolio Construction and Strategy at Janus Henderson Investors, discusses tariffs and her market outlook. A day after the biggest stock-buying wave in five years, assets tied to the economic cycle are sinking again. Traders are rushing to game out how the effective freezing of Chinese trade will impact corporate earnings, economic growth and new hiring.See omnystudio.com/listener for privacy information.
10/04/25•21m 46s
Amazon Cancels Some Inventory Orders from China
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses Amazon cancelling some inventory orders from China and other Asian countries, according to a document reviewed by Bloomberg and people familiar with the matter. This suggests that the company is reducing its exposure to tariffs imposed by President Donald Trump.Leland Miller, CEO at China Beige Book, discusses the impact of tariffs on U.S, China relations. China retaliated against new tariffs imposed by President Donald Trump by announcing it would raise duties on US goods, roiling markets and deepening a trade war between the world’s largest economies.Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and tariffs.Another chaotic day on Wall Street saw stocks whipsawing as investors tried to price the impacts of President Donald Trump’s trade war, with a slide in bonds stoking fears the US risks losing its haven status.See omnystudio.com/listener for privacy information.
09/04/25•21m 2s
Introducing: Stock Movers Podcast
Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.
09/04/25•4m 23s
Stocks Rally, Bonds Slip on Trade Deal Hopes
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets.U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones.Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th.See omnystudio.com/listener for privacy information.
08/04/25•24m 28s
Trump Tariffs Spark Market Volatility
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the impact of tariffs on the markets. He talks about his observations from the selloff thus far and whether it has created any opportunities in the markets. James talks about China’s retaliation of tariffs on the US and whether others will follow.Kevin Tynan, Director of Research at The Presidio Group, discusses the impact of tariffs on autos. Tesla’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again.Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discussed the impact of tariffs on banks and Jamie Dimon’s letter. Wall Street executives, including Bill Ackman, Boaz Weinstein, and Jamie Dimon, are speaking out against President Trump's decision to impose tariffs worldwide, warning of economic consequences.See omnystudio.com/listener for privacy information.
07/04/25•20m 35s
BI Weekend: Rocket Deal, Restaurant Spending, Gen AI
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter of 2025. Chris Gadomski, Bloomberg NEF Lead Nuclear Analyst, discusses the growing enthusiasm for nuclear power. Paige Smith, Bloomberg News Consumer Finance Reporter, discusses Rocket agreeing to buy mortgage firm Mr. Cooper in a $9.4 Billion deal. Jon Lin, Chief Business Officer at Equinix, discusses the future of AI and powering data centers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about the rising costs of food and how that is impacting the consumer. Julie Choi, CMO of Cerebras, discusses generative AI.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.
04/04/25•38m 30s
Tesla Estimates Cut Further, Trump Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Craig Trudell, Bloomberg Global Autos Editor, discusses the impact of tariffs on autos. Tesla's first-quarter vehicle deliveries were far below estimates, confirming "unprecedented brand damage" due to car-buyer backlash against Elon Musk.Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses the impact of tariffs on regional banks. Knock-on effects from tariffs and weaker economic activity are introducing greater risks to regional banks' top lines, while credit quality could weaken from shakier consumer trends and rising commercial-loan losses.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply chain disruptions.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how TV ads can be influenced by auto tariffs. With tariffs upending auto supply chains and raising production costs, local TV may face declines in its largest advertising category in 2025.See omnystudio.com/listener for privacy information.
04/04/25•24m 59s
Trump Tariffs Shock Supply Chains
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland.Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand.See omnystudio.com/listener for privacy information.
03/04/25•25m 7s
Trump Tariffs: Everything You Need to Know
This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9On today's episode: President Donald Trump imposed the steepest American tariffs in a century as he steps up his campaign to reshape the global economy, sparking threats of retaliation and a selloff in markets around the world.Trump announced Wednesday he will apply at least a 10% tariff on all exporters to the US, with even higher duties on some 60 nations, to counter large trade imbalances with the US. That includes some of the country’s biggest trading partners, such as China — which now faces a tariff of well above 50% on many goods — as well as the European Union, Japan and Vietnam.“For years, hard-working American citizens were forced to sit on the sidelines as other nations got rich and powerful, much of it at our expense,” Trump said during an event in the White House Rose Garden to unveil the so-called reciprocal tariffs. “Now it’s our turn to prosper.”The move marks a dramatic escalation in Trump’s trade war, one that risks triggering retaliation from other countries and upends calculations for businesses and consumers at home. China and the EU, America’s largest trading partner, both said they were preparing to take countermeasures in response.The US president has embraced tariffs as a tool to assert US power, revive manufacturing at home and exact geopolitical concessions — counter to the decades-old consensus that lower trade barriers help to foster ties among nations and prevent conflicts. Economists say the near-term result of his measures will likely be higher US prices and slower growth — or perhaps even a recession.Global financial markets were hit by a sweeping selloff after Trump’s announcement, with US equity futures slumping as much as 4%.Gold hit an all-time high and the traditional haven Japanese yen soared, while China maintained its daily support of the yuan. Ten-year Treasury yields fell toward the closely-watched 4% level, their lowest since October.Read More: Fear Grips Markets as Trump Tariffs Raise Risks to Global GrowthLess than three months after returning to the White House, Trump has already erected trade barriers that are bigger by some measures than those imposed in the notoriously protectionist 1930s. Bloomberg Economics calculates that the effective tax rate the US now charges on more than $3 trillion of imported goods may climb to around 23% — higher than any point in more than a century.A statement published Wednesday by the United States Trade Representative explained the Trump administration calculated its raft of new tariffs primarily based on existing trade balances. Countries running a trade surplus with the US faced a flat 10% rate regardless, as did nations where trade was roughly even.There’s a small difference in the tariff rates first announced by Trump and more than a dozen of those listed in the annex that accompanied the White House executive order. For countries like South Korea, Myanmar, Pakistan and India, the rates in the annex are about 1 percentage point higher than the initial announcement.The 10% baseline charge on everyone takes effect after midnight Saturday. The higher duties on targeted countries — which replace, rather than add on top of the 10% rate — are due to kick in on April 9, the White House said.Read More: List of Reciprocal Tariffs by CountryFor now, the new measures don’t include Canada and Mexico, which are embroiled in a separate on-and-off tariff dispute with the US. They also won’t apply to some products that are subject to separate duties tied to so-called Sec. 232 investigations such as autos, semiconductors and lumber.The reciprocal tariffs were “much worse than we feared,” said Mary Lovely, a senior fellow at the Peterson Institute for International Economics. There’ll be “huge implications for rerouting of trade,” she said.The president, who’s sought to frame his trade plans as a boost for his blue-collar voters, was joined in the Rose Garden by union members and workers from various industries — including a retired autoworker who spoke on stage. Later, Trump brandished large boards during his 48-minute address to display each nation’s new rate.See omnystudio.com/listener for privacy information.
03/04/25•21m 40s
Tesla Sales Drop, TikTok Bid
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses Tesla sales. Tesla’s vehicle sales fell 13% last quarter to an almost three-year low, as the carmaker made over its most important model and dealt with international backlash against Elon Musk.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Donald Trump meeting to consider a proposal for divesting TikTok's US operations from Chinese parent company ByteDance. Amazon.com has also submitted an offer to purchase TikTok in the final days before the popular video app is scheduled to be banned or sold to US investors, the New York Times reported, citing unidentified people familiar with the talks.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on President Donald Trump’s tariffs. He will also look at President Trump has told his inner circle that Elon Musk will be stepping back from his advisory role in the coming weeks, Politico reports, citing three people close to the president. See omnystudio.com/listener for privacy information.
02/04/25•22m 16s
Trump Tariffs, ISM Data, Auto
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President Trump's Liberation Day. This includes retaliatory tariffs, bailouts for farmers, and Senate Republicans being hopeful that they will get a final answer from the Parliamentarian either tomorrow or Wednesday as to whether they can write off the $4.6T cost of extending the 2017 tax cuts permanently.Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. ISM prices paid rose again to the highest level in almost three years, while the new orders-to-inventory component stayed well below one and slipped to its lowest level since 2020. The component gives a reliable short lead on the headline ISM index.Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. On April 2, she expects the US to announce tariffs on most major trading partners and trigger a potential tit-for-tat cycle of escalation in the weeks thereafter. The situation appears fluid, with the WSJ on Sunday reporting “Trump has pushed his team to be more aggressive,” but that policy was not yet been agreed or set, and that a 20% tariff on virtually all US trading partners is under consideration. Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses his autos outlook. US automakers are making a last-ditch effort to sway the Trump administration on tariffs set to take effect this week, contending that levies on the thousands of parts they source abroad could have catastrophic effects on the industry.See omnystudio.com/listener for privacy information.
01/04/25•26m 58s
Rocket to Buy Mr. Cooper, Gold Surges Amid Tariff Fears
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday’s Podcast Features are:- Paige Smith, Bloomberg News Consumer Finance Reporter, on Rocket to Buy Mortgage Firm Mr. Cooper in $9.4 Billion Deal. The online mortgage provider Rocket Cos. is acquiring Mr. Cooper Group Inc. in an all-stock deal valued at $9.4 billion that will create a mortgage behemoth that handles one in every six mortgages in the US. The combined company will service a book of $2.1 trillion of loans and nearly 10 million clients, according to a statement Monday. Mr. Cooper shareholders will receive 11 Rocket shares for each of Mr. Cooper’s stock they own, representing a 35% premium, it said in the statement.- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on how tariff angst is pushing traders to gold. With investors on edge ahead of President Trump’s April 2 tariff salvo, bullion has risen to yet another all-time high above $3,125 an ounce, adding to a run that’s already delivered a 19% gain this year and a string of records. It’s become overbought, according to the Relative Strength Index indicator, which measures the velocity of a security’s price moves. But gold can keep rising.- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses what we know about the Trump tariffs and the lessons from similarly broad tariffs in 1930. Plus, a new Bloomberg analysis of the economic impact the tariffs could have on the US economy.See omnystudio.com/listener for privacy information.
31/03/25•17m 34s
BI Weekend: Dollar Tree Dumps Family Dollar, Google's New AI Push
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food discusses Dollar Tree’s offloading of its Family Dollar chain for about $1 billion to Brigade Capital Management and Macellum Capital Management a decade after buying the business. The deal, which is expected to close next quarter, marks a disappointing end to Dollar Tree’s bid to establish itself as a discount giant, with a price tag that’s a steep discount to the nearly $9 billion it paid for Family Dollar. Dollar Tree’s store count will roughly halve following the transaction. Ava Benny-Morrison, Bloomberg News Legal Reporter on her Big Take story on President Donald Trump’s pick to run the Southern District of New York, Jay Clayton, as President Donald Trump vows to use the Justice Department to go after his perceived enemies and upend norms, the 58-year-old Clayton is preparing to take over an institution that has fiercely guarded its independence from Washington. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals joins to discuss Novo Nordisk agreeing to pay United Laboratories International as much as $2 billion for a next-generation obesity drug, the Danish Ozempic maker’s latest move to refill its pipeline of experimental treatments. Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst on the pet food sector, including Chewy’s earnings. Davey Alba, Bloomberg Technology Reporter, on Big Take story on how Google is looking to reshape search using AI and its race to compete against established AI rivals like ChatGPT. Andrew Silvernail, International Paper CEO to learn more about the business, his outlook and the potential impact of tariffs. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader on BYD’s new fast charging technology and how EV-competitors are responding 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.
29/03/25•39m 2s
PCE Inflation Picks Up Ahead of Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are:- Michael McKee, Bloomberg International Economics and Policy Correspondent, on Friday's PCE data. Consumer spending was weaker than expected again in February while a key inflation metric picked up, in a double whammy for the economy before the brunt of tariffs. Inflation-adjusted consumer spending edged up 0.1%, on the low end of economists’ estimates, after a slump January that analysts mostly blamed on bad weather. Notably in February, Americans reduced spending on services for the first time in three years in the face of higher prices — including on dining out.- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, on tariffs, DOGE, and the Senate voting on a budget resolution. - Kirsten Fontenrose, President of Red Six International, speaks on Europe's defense spending. The European Commission is urging members to raise military budgets to 3% of gross domestic product and issue joint debt to fund weapons purchases — moves that could unlock more than €800 billion ($867 billion) in additional spending over four years. Plus Gazans protesting against Hamas.See omnystudio.com/listener for privacy information.
28/03/25•23m 4s
US Banks Finance Their Own Competition, 25% Auto Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are: -Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, on how One of American banks’ fastest-growing businesses is lending to the very companies trying to grab their market share. Traditional bank lending to non-bank financial institutions like private equity firms, hedge funds and private credit shops more than doubled in the past five years, according to data analyzed by Bloomberg. That 16% annualized rate far surpassed their lending to categories including agriculture, credit cards, commercial and industrial companies as well as foreign governments, the data show.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses how Donald Trump’s planned tariffs on auto imports will hurt carmakers around the world and push up prices for US consumers. Among the many losers, one winner stands out: Elon Musk’s Tesla.- Jon Lin, Chief Business Officer at Equinix on AI’s impact on the data center industry in 2025 plus how Stargate and DeepSeek impacted the conversation, and the growing focus of water usage in data centers. See omnystudio.com/listener for privacy information.
27/03/25•18m 14s
Trump Weighs Imposing Copper Import Tariffs in Weeks, Not Months
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses how US tariffs on copper imports could be imposed within several weeks, earlier than expected. US President Donald Trump in February directed the Commerce Department to open an investigation into potential copper tariffs and submit a report within 270 days, though it’s now expected to be resolved sooner, said the people who asked not to be identified because the discussions are confidential. Sally Bakewell, Bloomberg US Finance Team Leader, discusses average Wall Street bonuses surging last year, with the total pool for payouts jumping to a record $47.5 billion as industry profits soared. The average annual bonus rose by almost a third, to $244,700, the first significant increase since the Covid-19 pandemic, according to estimates by New York State Comptroller Thomas DiNapoli. Andrew Silvernail, International Paper CEO, discusses the latest company news, including earnings and investor day. Full-year and fourth quarter net earnings include a pre-tax charge of $395 million for accelerated depreciation and restructuring charges, including $334 million related to the previously announced closure of the Company's Georgetown, S.C. pulp mill.See omnystudio.com/listener for privacy information.
26/03/25•18m 24s
US Consumer Confidence Tumbles Again to Lowest Since Early 2021
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence fell in March to the lowest level in four years on concerns about higher prices and the economic outlook amid the Trump administration’s escalating tariffs.Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. Sales of new homes in the US bounced back slightly last month from a rocky start to 2025 as homebuilders benefited from better weather while leaning on generous sales incentives to stoke demand.Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Grace discusses recent eco data and the impact of tariffs on investment outlook. She’s hopeful that April 2nd will provide companies with greater certainty, but most companies have been game-planning for a while, and have offered frameworks to think about impacts. Grace expects some tariff uncertainty will continue even after 4/2 (eg autos, pharma, semiconductors, etc.)Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses senior foreign officials and major tech companies pushing the Trump administration to rethink the country’s global semiconductor strategy. This comes as the US prepares a controversial framework for controlling artificial intelligence development around the world. See omnystudio.com/listener for privacy information.
25/03/25•22m 14s
Introducing: Stock Movers
Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets. Listen on Apple: https://podcasts.apple.com/us/podcast/stock-movers/id1803209456 Listen on Spotify: https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895 Listen Anywhere: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.
24/03/25•30s
US Treasuries Fall on Tariff Signs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses US Treasuries falling. It’s a sign that investors are favoring riskier assets, after reports that the tariffs President Donald Trump is set to announce next month will be more targeted than he has indicated. Dana D’Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. She thinks tariffs, looming federal budget cuts, and high US equity valuations are the likely causes of this new market correction. This exact mixture of correction “ingredients” may be new, but corrections themselves are not. Yes, this is a nervous time for investors, however history illustrates that stock market corrections are not unusual. A correction can happen without a corresponding economic recession, and the majority of corrections don’t turn into more serious bear markets (which occur when the market drops 20% from its high.) Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks. US and Russian officials are meeting in Saudi Arabia a day after American and Ukrainian teams held talks, as President Donald Trump pushes for progress in achieving a ceasefire in the war. The Russian delegation arrived at the venue on Monday for the closed-door talks with the US in the Saudi capital Riyadh, Russia’s Tass news service reported. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, discusses BYD’s announcement that its newest electric vehicle can charge in just five minutes. This brings EVs a step closer to the advantage gasoline has in refueling and crushes the models of competitors. The Chinese manufacturer said that a rapid charge with an unprecedented 1,000 kilowatts of power extends the range of its EV by 400 kilometers (249 miles.)See omnystudio.com/listener for privacy information.
24/03/25•24m 46s
BI Weekend: Measles Outbreak, US Clean Tech
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the measles outbreak. John Tozzi, Bloomberg Health Care Reporter, discusses the Bloomberg Big Take story: “Cancer Patient's $100,000 Bill Shows Chaos Rocking Health Care.” Liam Denning, Bloomberg Opinion Columnist Covering Energy, discusses his Opinion column “How Long Will Musk Be Welcomed at the White House?" Katherine Doherty, Bloomberg Finance Reporter, discusses her Bloomberg Big Take story: “Private Rooms Draw Traders Seeking Even Darker Pools.” Derrick Flakoll, BNEF Lead US Policy Analyst, talks about how President Donald Trump’s investment rules are holding back made in U.S clean tech. Chester Dawson, Bloomberg Senior Editor for Global Business Americas, discusses the Bloomberg Big Take story: “China's Auto Industry Is Already Taking Over The World.”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.
21/03/25•37m 4s
Nike, FedEx Latest to Pull Back Forecasts on Trump's Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.Nike Inc.’s turnaround effort is hitting snags as the company tries to clear out old inventory while feeling the effects of a growing trade war.Shares fell in trading Friday as the sportswear maker signaled further declines in revenue and profitability from an ongoing merchandise reset that the company says is necessary to renew growth. Nike also expects gross margin to decline sharply in the current quarter from a year earlier.Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings.FedEx Corp. shares tumbled after the parcel delivery company lowered its full-year guidance for a third consecutive quarter, citing inflation and uncertain demand for shipments. Adjusted earnings are now expected to be in the range of $18 to $18.60 per share this fiscal year, below the $18.95 average analyst estimate. FedEx also cautioned that revenue may be slightly down versus the prior year, compared to its previous expectation that sales would be roughly flat. Hessam Nadji, CEO of Marcus & Millichap, joins to discuss the latest in commercial real estate.He discusses why commercial real estate is well positioned for economic uncertainty. Commercial Real Estate remains an enticing alternative in periods of elevated economic and financial market uncertainty. The durability of commercial real estate in times of elevated inflation may become an increasingly favorable investment option.See omnystudio.com/listener for privacy information.
21/03/25•17m 46s
Bill Chisholm Group Reaches $6.1 Billion Deal to Buy Boston Celtics
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Scott Sosnick, Editor in Chief at Sportico, discusses how a consortium that includes tech and real estate investors, alongside a private equity firm, reaching a deal to buy the National Basketball Association’s Boston Celtics for $6.1 billion.The takeover is not only the biggest NBA deal ever, surpassing the $4 billion valuation hit when Mat Ishbia struck an agreement for the Phoenix Suns in late 2022, but also the largest ever sports takeover. The Washington Commanders were sold in 2023 for $6.05 billion.Sandi Bragar, Chief Client Officer at Aspiriant,discusses her outlook for the markets.US economy: She expects the US economy to bend not break. Her view is we’re still in the very early stages of policy changes and we’re starting off with the more punitive changes now (tariffs & spending cuts) but the more stimulative changes are also coming (tax cuts and deregulation). Fed Policy: She thinks the FOMC decision was generally ‘as expected.’ She’s not expecting rate increases any time soon.Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla recalling all the Cybertrucks it produced and sold in the first 15 months it’s been on the US market over a safety issue it’s having trouble resolving. The carmaker estimates that 1% of the 46,096 pickups it’s calling back have a defect, according to a recall report filed with the US National Highway Traffic Safety Administration. Pieces of steel trim along the exterior of the Cybertruck are joined to the vehicle by an adhesive that’s “susceptible to environmental embrittlement,” the company said.See omnystudio.com/listener for privacy information.
20/03/25•18m 46s
Instant Reaction: Jay Powell on the Fed Decision
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.Federal Reserve officials held their benchmark interest rate steady for a second straight meeting, caught between mounting concerns that the economy is slowing and inflation could remain stubbornly high.Chair Jerome Powell acknowledged the high degree of uncertainty from President Donald Trump’s significant policy changes, but repeated the central bank is not in a hurry to adjust borrowing costs. He said officials can wait for greater clarity on the impact of those policies on the economy before acting.See omnystudio.com/listener for privacy information.
19/03/25•26m 52s
Private Equity Selling Their Equity, TD's Billion Dollar Scam
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Claire Ruckin, Bloomberg News Senior Reporter, discusses her story Private Equity Firms Are Getting Rid of Their Equity. Already this year, more than 20 businesses in the US and Europe have borrowed to make payouts to their owners, according to Bloomberg-compiled data, meaning they’ve less financial “skin in the game” if things ever go sour.David Voreacos, Bloomberg Legal Reporter, on today's Big Take: The Money Laundering Scams that Cost TD Bank Billions. Last year, TD’s American subsidiary became the first US bank ever to plead guilty to conspiracy to commit money laundering. The company agreed to pay $3.1 billion in fines to various parts of the federal government, a sum that included the biggest penalty ever levied by the Department of Justice under the Bank Secrecy Act, the main US anti-money-laundering law. More than two dozen people, including three bank employees, have already been charged.Shelby Magid, Deputy Director, Eurasia center at the Atlantic council, recaps Trump and Putin's call from yesterday and what that means for the potential ceasefire deal and the War in Ukraine. See omnystudio.com/listener for privacy information.
19/03/25•19m 15s
US Stocks Resume Selloff, Israel, Gaza Ceasefire Ends
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets.A selloff in Wall Street’s largest technology companies dragged down the stock market, with investors gearing up for Wednesday’s Federal Reserve decision that will likely bring an assessment of how President Donald Trump’s trade policies are impacting the economy.Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses Israel launching overnight airstrikes across Gaza that Hamas said killed hundreds of people, shattering a nearly two-month ceasefire with the Palestinian group. Prime Minister Benjamin Netanyahu vowed Tuesday to act “with increasing military strength,” saying Hamas had repeatedly refused to release its remaining hostages.Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate.Despite the turbulence in commercial real estate (CRE) in 2024, T2 Capital sees signs the sector has stabilized as we enter 2025. While challenges remain, price discovery has largely settled, bid-ask spreads have tightened, and private real estate equity is now the least expensive asset class compared to both public and private alternatives—creating a compelling entry point.See omnystudio.com/listener for privacy information.
18/03/25•19m 37s
Disappointing Retail Sales Add to Concerns About US Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales.Disappointing retail sales last month added to concerns of a pullback in consumer spending in the US, while a pair of business surveys suggested growing caution.Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. He discusses why the Trump administration is concerned a trade war could encourage foreign companies to bypass the U.S market. He’ll also discuss why it’s been a brutal month for equity investors.Steve Purdy, Co-head of Global Credit at TCW, discusses corporate credit markets. He’ll discuss the biggest concerns facing credit investors today. He’ll talk about how you protect or profit from tariffs in portfolios. Steve also discusses how DOGE and Elon Musk are impacting credit markets.See omnystudio.com/listener for privacy information.
17/03/25•18m 12s
BI Weekend: Oracle, Kohl’s Earnings, CERAWeek
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Kohl's earnings. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Novo Nordisk shares dropping the most since December on CagriSema Data.CERAWeek Interviews: Bloomberg Intelligence Co-Host Alix Steel speaks with: Larry Coben, CEO of NRG EnergyScott Strazik, CEO of GE VernovaJoe Dominguez, CEO of Constellation EnergyBloomberg 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.
14/03/25•37m 26s
US Consumer Sentiment Drops , Gold Breaks Through $3,000
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday's Podcast Features:Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment fell to a more than two-year low and long-term inflation expectations jumped by the most since 1993, illustrating growing apprehension about the economic impact from tariffs.Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Topics of discussion:-Equities, rates and currencies have round tripped since election day-S&P 500 down nearly 2% YTD and broke below its 100-day moving averageBrian Platt, Bloomberg Canadian Government Reporter, discusses Mark Carney taking power in Canada. Mark Carney has been sworn in as Canada’s 24th prime minister, bringing the former central banker to power in the middle of an explosive trade war with the US. The former governor of the Bank of Canada and the Bank of England was officially installed as Canada’s leader at a ceremony in Ottawa on Friday, five days after the Liberal Party members voted overwhelmingly for him to replace Justin Trudeau as head of the party.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Gold breaking through $3,000.Gold prices passed $3,000 an ounce for the first time ever, driven higher by a central bank buying spree, economic fragility worldwide, and President Donald Trump’s attempts to rewrite the rules of global trade by imposing tariffs on allies and strategic rivals.See omnystudio.com/listener for privacy information.
14/03/25•21m 19s
Trump Vows 200% Tariff on EU Wine, Escalating Trade Tensions
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelAlbertina Torsoli, European Transport and Industrials Reporter, discusses President Donald Trump threatening to impose a 200% tariff on wine, champagne, and other alcoholic beverages from France and the European Union.The president in a social media post on Thursday said that he would move forward with the import duties if Brussels follows through with a tax on American whiskey exports, a measure aimed at retaliating against Trump’s steel and aluminum tariffs that went into effect on Wednesday.Today's Podcast Features:CERAWeek Interviews:Bloomberg Intelligence Co-Host speaks with:NRG energy CEO Larry CobenEnbridge CEO Greg EbelSee omnystudio.com/listener for privacy information.
13/03/25•27m 11s
Trump Tariffs Spark Retaliation, Ukraine Talks
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday's Podcast Features:Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs.President Donald Trump’s 25% tariffs on steel and aluminum imports came into force Wednesday, triggering concern across export-reliant Asia and immediate reprisals from the European Union and Canada as the global trade war enters a rocky phase. Oliver Crook, Bloomberg Europe Correspondent, discusses US-Ukraine talks in Saudi Arabia.Less than two weeks after Donald Trump lambasted Ukrainian President Volodymyr Zelenskiy in an Oval Office confrontation, the US president put the pressure on Russia to accept a ceasefire agreement hammered out with Zelenskiy’s advisers. The accord reached in Saudi Arabia by US and Ukrainian negotiators for a 30-day halt in the conflict, which began with Russia’s full-scale invasion three years ago, now hinges on Vladimir Putin, who may have little incentive to abide by it.CERAWEEK Interviews:Bloomberg Intelligence Co-Host speaks with:Pierce Norton, ONEOK PresidentScott Strazik, CEO of GE VernovaSee omnystudio.com/listener for privacy information.
12/03/25•39m 6s
Trump Says He’s Doubling Tariffs on Canadian Steel, Aluminum
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeJoe Deaux, Bloomberg Mining Reporter and Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discuss tariffs. President Donald Trump announced he would increase steel and aluminum tariffs on Canada to 50% in response to Ontario's move to raise taxes on electricity sent to the US. The U.S president said he would also “substantially increase” tariffs on Canadian automobile parts on April 2 if Ottawa does not drop tariffs on dairy products and other US goods.CERAWEEK Interviews: Bloomberg Intelligence Co-Host Alix Steel speaks with:Carlyle Chief Strategy Officer of Energy Pathways, Jeff CurrieTotalEnergies CEO Patrick PouyannéToby Rice CEO of EQTWilliams CEO Alan ArmstrongSee omnystudio.com/listener for privacy information.
11/03/25•49m 29s
Markets Slump on Tariff Anxiety
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday's Podcast Features:Tyler Kendall, Bloomberg News Reporter, discusses President Donald Trump saying the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes market turmoil.Trump’s on-again, off-again tariff policies have rattled investors, triggering a selloff in technology shares and levels of volatility not seen in years. Tim Urbanowicz, Chief Investment Strategist at Innovator Capital Management, discusses his outlook for the markets. He discusses sentiment shifting incredibly quickly from excitement about a new Trump administration to fear. The majority of investors had been focused on the pro-growth policies, and were not taking Trump seriously when he talked about tariffs, but now that threat has materialized and created a growth scare.CERAWEEK Interviews: Bloomberg Intelligence Alix Steel speaks with: Baker Hughes CEO Lorenzo Simonelli Joe Dominguez, CEO of ConstellationSee omnystudio.com/listener for privacy information.
10/03/25•24m 26s
BI Weekend: AI Tech Impact, Private Credit
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Interviews from live Bloomberg Invest Broadcast*On this podcast: Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector and how Artificial intelligence is reshaping the industry. Katie Fogertey, Chief Financial Officer at Shake Shack. discusses the company’s growth strategy, pricing dynamics, and expansion plans. Marc Lipschultz, Co-CEO at Blue Owl Capital, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. Yup Kim, Chief Investment Officer at the Texas Municipal Retirement System, discusses how the firm is managing a more than $40 billion pension fund in today’s complex economic landscape. Bin Ren, CEO of the London-based fintech SigTech, discusses the evolving role of quantitative finance and Artificial intelligence in asset management. Steven Meier, Chief Investment Officer and Deputy Comptroller for Asset Management at New York City Retirement Systems, discusses how this group is approaching market volatility, rising interest rates, and long-term pension obligations.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.
07/03/25•38m 34s
Putin Ready for Ukraine Truce, Jobs Report
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features:Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses Russia being willing to discuss a temporary truce in Ukraine, according to people familiar with the matter in Moscow.In the first signal of a positive response from President Vladimir Putin to US counterpart Donald Trump’s call for a ceasefire, the offer was conveyed at last month’s talks in Saudi Arabia between top Russian and American officials, the people said, asking not to be identified discussing internal policy.Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses the February jobs report and the U.S economy. US job growth steadied last month while the unemployment rate rose. Friday’s report is the latest evidence that the labor market is softening, with more people permanently out of work, fewer workers on federal government payrolls and a jump in those working part-time for economic reasons.Katherine Doherty, Bloomberg Finance Reporter, discusses the Nasdaq planning to offer 24-hour trading on its equities exchange, five days a week, pending regulatory approval and alignment with the rest of the industry. The move follows plans by other exchanges, including Cboe Global Markets Inc. and the New York Stock Exchange, to extend trading hours, citing growing global demand for US stocks. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, discusses her market outlook and the February jobs report. Mercer’s data highlights the US workforce is grappling with financial strain, inequitable benefits, limited flexibility, and career advancement barriers.This is especially acute for women. Only 58% of women believe that their career goals can be met at work.See omnystudio.com/listener for privacy information.
07/03/25•21m 2s
US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Mark Niquette, Bloomberg Real Economy Reporter, discusses US employers in February announcing plans to reduce headcount at the fastest pace since early in the pandemic, led by cuts in the government sector. Job-cut announcements totaled 172,017 in February, a 103% increase from last year and the most since July 2020, according to data released Thursday from outplacement firm Challenger, Gray & Christmas.Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Sylvia discusses how growth seems to be more of a concern than inflation. Sylvia discusses the market hoping for favorable “market,” policy, but talks about how restrictive tariffs are being read as both uncertain and a headwind. Joanne Feeney, Partner & Portfolio Manager at Advisors Capital Management, discusses the markets and tariffs. She talks about how concerns regarding the robustness of economic growth are starting to gain traction as survey data show a slowing. She also talks about how tariffs not only raise prices for consumers (e.g., food), but also for those producers who buy imported parts (e.g., factory automation lines, PCs.)See omnystudio.com/listener for privacy information.
06/03/25•18m 28s
US Services Expand, ADP Data, Trump Speech
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest*Today's Podcast Features:Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses ISM services and ADP data, along with tariffs. Hiring at US companies slowed in February to the lowest pace since July, led by job cuts in the service sector and in regions of the US that were hit by severe weather. US service providers expanded in February at a faster pace as resilient demand helped drive a measure of employment to a more than three-year high.Katie Fogertey, Chief Financial Officer at Shake Shack, discusses the company’s growth strategy, pricing dynamics, and expansion plan.With inflation, tariffs, and supply chain disruptions affecting food and labor costs, Katie discusses how Shake Shack is balancing menu pricing and profitability while maintaining its premium brand appeal. Chris Hyzy, Chief Investment Officer, at Bank of America Private Bank and Merrill, talks about how high-net-worth and institutional investors are positioning their portfolios amid market volatility, inflation, and rising interest rates.Chris talks about whether the traditional 60/40 portfolio model still works in today’s macroeconomic environment or if investors are shifting more toward alternatives like private equity, private credit, and real assets.Yup Kim, CIO at Texas Municipal Retirement System, discusses how TMRS is managing a $40+ billion pension fund in today’s complex economic landscape, focusing on long-term sustainability, investment strategy, and risk management.Purnima Puri, Governing Partner & Portfolio Manager for Public Credit, HPS Investment Partners, talks about the evolving landscape of private credit, leveraged finance, and alternative asset management in a high-interest rate environment.Steven Meier, NY City Retirement Systems Asset Management CIO & Deputy Comptroller, talks about how NYCRS is navigating market volatility, rising interest rates, and long-term pension obligations, while balancing risk, return, and fiduciary responsibility.See omnystudio.com/listener for privacy information.
05/03/25•44m 35s
Trump Tariffs Spark Quick Retaliation
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest*Today's Podcast Features:Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his threat to hit Canada and Mexico with sweeping import levies and doubled an existing charge on China, spurring swift reprisals that plunged the world economy into a deepening trade war. Robert Rubin, Senior Counselor, Centerview Partners; 70th US Secretary of the Treasury, discusses the biggest economic risks facing the U.S. and global markets. He also talks about how soaring national debt and deficits could impact long-term economic stability and whether Washington is underestimating fiscal risks in an era of rising interest rates and geopolitical uncertainty.Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector, including how AI, digital advertising, and e-commerce are reshaping the industry. He also talks about whether the AI boom is sustainable or at risk of overheating, and which companies are best positioned for long-term AI-driven growth. Bin Ren, Sigtech CEO, siscusses the evolving role of quantitative finance and AI in asset management. He also discusses how SigTech’s platform enables faster deployment of trading models, reducing time-to-market for investment strategies.Marc Lipschultz, Blue Owl Capital Co-CEO, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. With interest rates remaining elevated, Marc discusses how is this affecting both private and public credit markets.See omnystudio.com/listener for privacy information.
04/03/25•43m 49s
US Factory Activity Nears Stagnation, Trump Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features:Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. US factory activity edged closer to stagnation in February, with orders and employment contracting, while a gauge of prices paid for materials surged to the highest since June 2022.Josh Wingrove, Bloomberg Senior White House Reporter, discusses President Donald Trump being on the verge of slapping new tariffs on Canada and Mexico. The tariffs would put a 25% tariff on all imports from Canada and Mexico, except Canadian energy, which would face a 10% rate, and would also double a tariff on China to 20%.Jaewon Kang, Bloomberg Retail Reporter, talks about Kroger’s CEO resigning. Kroger replaced CEO Rodney McMullen following an investigation into his personal conduct, which was unrelated to the company's financial performance and didn't involve Kroger employees.Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and Fed policy. She talks about the potential impact of tariffs on markets. Kristina also discusses the health of the consumer and why Walmart’s most recent earnings highlight economic uncertainty.See omnystudio.com/listener for privacy information.
03/03/25•20m 44s
BI Weekend: Nvidia Earnings, Apple US Investment
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, discusses the energy sector. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about Starbucks cutting 1,100 corporate jobs. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, talks about Apple saying it will add 20,000 U.S jobs. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, talks Berkshire Hathaway earnings. Devin Leonard, Bloomberg Businessweek Senior Global Business Writer, discusses the Bloomberg Big Take story “Walmart Wants to Be Something for Everyone in a Divided America.”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.
28/02/25•38m 23s
US PCE Data, Zelenskiy Meeting
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the markets. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss today’s Trump, Zelenskiy meeting. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
28/02/25•20m 54s
Trump Says Canada, Mexico, Tariffs to Take Effect, Adds New China Duty
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
27/02/25•21m 7s
House Passes Budget Paving Way for Tax Cuts
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26/02/25•20m 55s
US Consumer Confidence Drops by Most Since 2021
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Tom Orlik, Bloomberg Economics Chief Economist, talks about the Trump administration planning to expand efforts to limit China's technological advancements. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
25/02/25•20m 34s
Apple Will Add 20,000 US Jobs Amid Threat from Trump Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and produce AI servers in the US. Kathleen Quirk, President and CEO of Freeport-McMoRan, joins from the BMO Global Metals, Mining and Critical Minerals conference. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her outlook for the markets. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, talks about Elon Musk’s demand that more than two million federal employees defend their work.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
24/02/25•25m 1s
BI Weekend: Walmart Earnings, SailPoint IPO
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. Mark McClain, CEO of Sailpoint Technologies, talks about SailPoint’s IPO. Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses the Bloomberg Big Take story: “Temu's Rise Was Aided by Trump. Now He Poses a Threat.” Trina White, BNEF Sustainable Finance Analyst, discusses Energy Supply Banking Ratios. Emily Cohn, Bloomberg Consumer Team Leader, talks Walmart earnings. Ian Balina, Founder and CEO of Token Metrics, discusses the crypto space.Hosts: Paul SweeneyBloomberg 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.
21/02/25•39m 13s
Consumer Sentiment Data, Trump Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group’s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump’s growing focus on tariffs.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
21/02/25•20m 57s
Walmart Profit Forecast Falls Short on Slowing Growth
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
20/02/25•27m 34s
Musk’s X in Talks to Raise Money at a $44 Billion Valuation
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product launch. Jessica Kriegel, Chief Strategy Officer at Culture Partners, talks about how the federal workforce is reacting to more mass layoffs. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook.Hosts: Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.
19/02/25•26m 5s
US, Russia Talks on Ukraine
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks on Ukraine. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Ian Balina, Founder and CEO of Token Metrics, discusses how AI is transforming the retail investment landscape, and Trump crypto developments.Hosts: Paul SweeneySee omnystudio.com/listener for privacy information.
18/02/25•20m 39s
BI Weekend: Deere, McDonalds Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Will Hares, Bloomberg Intelligence Global Energy Analyst, talks about Elliott Investment building a stake in BP. Jody Lurie, Bloomberg Intelligence Credit Analyst, gives her cruise and theme park outlook. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses TD Bank exiting its stake in Charles Schwab. Zack Wasserman, Chief Financial Officer at Huntington National Bank, discusses his firm’s outlook. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses where we stand in the energy transition evolution.Hosts: Alix Steel and Norah MulindaBloomberg 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.
14/02/25•36m 25s
Trump Widens Trade Fight, Meta Robot Investment
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Shawn Donnan, Bloomberg News Senior Economics Writer, discusses Donald Trump’s widening trade fight to include global taxes and regulation. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta planning to work on its own humanoid robot hardware. Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, discusses the state of commercial real estate. Rania Sedhom, Managing Partner at Sedom Law Group, discusses the impact of tariffs on the luxury sector. Hosts: Paul Sweeney, Isabelle Lee, and Matt MillerSee omnystudio.com/listener for privacy information.
14/02/25•26m 1s
SailPoint IPO, Deere Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Dan Pickering, Chief Investment Officer at Pickering Energy Partners (PEP,) discusses the energy sector. Ellen Hazen, Chief Market Strategist & Portfolio Manager, at F.L.Putnam Investment Management, discusses her outlook on the markets.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.
13/02/25•25m 30s
More Trump Tariffs, McDonald's Strong Report
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, on How Trump's Tariffs Could Undercut Growth. Marc Morial, CEO, National Urban League, on the Trump administration's federal funding freeze, the War on DEI and its impact, and what DEI rollbacks means for workers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on McDonalds earnings.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.
10/02/25•21m 11s
BI Weekend: Disney, Alphabet Earnings, Energy Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives reaction to Donald Trump’s U.S tariffs. Ernie Miller, Verde Clean Fuels CEO, gives his outlook for oil and gas. Madison Muller, Bloomberg Health Reporter, discusses earnings from Novo Nordisk.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.
07/02/25•23m 3s
US Consumer Sentiment Drops to Seven Month Low
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
07/02/25•23m 3s
Roblox Shares Fall on Daily Active Users, Bookings Miss
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on Roblox earnings. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
06/02/25•18m 49s
Disney Tops Estimates, Tariffs Latest
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on tariffs. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
05/02/25•22m 58s
China Hits Back Against Trump Tariffs
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, discusses China hitting back against President Donald Trump’s tariffs. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks about the latest with the fixed income space. Ernie Miller, CEO of Verde Clean Fuels, discusses the latest on the energy sector.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
04/02/25•19m 27s
US Tariffs on Mexico Delayed
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO & Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets,Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/02/25•21m 22s
BI Weekend: T-Mobile Earnings, DeepSeek "Panic"
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: T-Mobile CEO Mike Sievert on the company's quarterly earnings results. Bloomberg Intelligence Global Autos and Industrials Research Analyst Steve Man on GM Earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst in JetBlue’s shares taking a plunge. Rachel Metz, Bloomberg AI Reporter on Chinese AI startup “DeepSeek” causing panic in the US tech world. Nora Wittstruck, Chief Municipal Analytical Officer at S&P Global Ratings on the boom for Muni's in 2025. And Harry Wilson, Bloomberg Finance Reporter on HSBC focusing its operations in Asia and the Middle East. 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.
31/01/25•37m 25s
Wall Street Bonuses, Baker Hughes CEO on Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Laura Noonan, Bloomberg News Finance Reporter, on Big Take story: Banker Bonuses Turn Into 'Scratch-Off Ticket' with Stock Swings. Lorenzo Simonelli, CEO of Baker Hughes, on company earnings. And Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on US Justice Department Sues to Block HPE's Purchase of Juniper Networks Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
31/01/25•22m 10s
Bloomberg Bonus Episode: Apple and Intel Earnings
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.
30/01/25•34m 55s
Deadly Plane Crash Near DC Airport; Tesla Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla EarningsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
30/01/25•19m 33s
Bonus Episode: Tesla, Meta and Microsoft Earnings
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.
29/01/25•52m 24s
Instant Reaction: Jay Powell on the Fed Decision
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.
29/01/25•26m 15s
T-Mobile Earnings Beat Projections
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
29/01/25•11m 26s
US Consumer Confidence Falls
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual*Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
28/01/25•44m 18s
Global Tech Selloff, DeepSeek Buzz
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
27/01/25•20m 27s
Bonus Episode: What Is DeepSeek and Why Is It Sinking Stocks?
In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.
27/01/25•8m 51s
BI Weekend: Netflix Earnings, Energy Outlook (Podcast)
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He Is on Competing Quests for a Legacy and Revenge.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Alaska Air and GE Aerospace earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, gives his energy outlook under a new Trump administration.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.
24/01/25•37m 4s
US Consumer Sentiment Declines for First Time in Six Months
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
24/01/25•20m 46s
Trump Davos Address, US Jobless Claims
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Trump presidency. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
23/01/25•20m 31s
Zelensky Interview, Trump Week One
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
22/01/25•17m 14s
Instant Reaction: Netflix Posts Record Quarter
Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.See omnystudio.com/listener for privacy information.
21/01/25•9m 54s
Trump Tariffs, Executive Actions
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
21/01/25•31m 47s
Special Coverage: Donald Trump's Inauguration
Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the George Washington Presidential Library Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District United States Senator Bill Hagerty (R-TN) See omnystudio.com/listener for privacy information.
20/01/25•34m 34s
BI Weekend: US Bank Earnings, Toyota’s EV Future
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.”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.
17/01/25•37m 51s
Supreme Court Upholds Law That Threatens TikTok Ban
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 Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025. Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.
17/01/25•27m 6s
Israel Accuses Hamas of Putting Ceasefire Deal at Risk
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings.Hosts: Alix Steel and Michael ReganSee omnystudio.com/listener for privacy information.
16/01/25•15m 52s
US CPI Eases, Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.Hosts: John Tucker, Norah Mulinda, and Matthew MillerSee omnystudio.com/listener for privacy information.
15/01/25•36m 0s
Senate Confirmation Hearings
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee omnystudio.com/listener for privacy information.
14/01/25•26m 20s
Los Angeles Braces for More Firestorms
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.Hosts: John Tucker, Emily Graffeo, and Matthew MillerSee omnystudio.com/listener for privacy information.
13/01/25•21m 34s
Bonus In the City: Why Are UK Assets Spiraling Now?
It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.
12/01/25•21m 11s
BI Weekend: Healthcare, Energy, and Bank Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.Hosts: Paul Sweeney, Alix SteelBloomberg 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.
10/01/25•38m 1s
Trump Gets No Jail Time or Probation in NY Hush Money Case
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 Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
10/01/25•23m 16s
Instant Reaction: Supreme Court Allows Trump Sentencing
A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.See omnystudio.com/listener for privacy information.
10/01/25•9m 16s
Trump Takes Hush Money Sentencing to Supreme Court
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
08/01/25•19m 8s
JP Morgan Staffing, Bridgewater Cuts
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discusses expectations for Day 1 energy action from the new Trump administration. Enda Curran, Bloomberg Global Economy Reporter, talks about a U.S blacklist of China’s tech giants.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
07/01/25•25m 40s
Trudeau Resigns, Barr to Step Down
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Brian Vendig, Chief Investment Officer, at MJP Wealth Advisors, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
06/01/25•25m 48s
Special Coverage: Mike Johnson Wins House Speaker Vote
Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.See omnystudio.com/listener for privacy information.
03/01/25•18m 53s
BI Weekend: Tesla Deliveries, Luxury Sales
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 2025 outlook for Wall Street. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer Pipes.” Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives his outlook for chips. Brendan Murray, Bloomberg Global Trade Editor, discusses what to expect from looming U.S tariffs.Hosts: Paul Sweeney, Alix Steel, Matt Miller, and Sonali BasakThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.
03/01/25•38m 54s
Nippon Steel Takeover of US Steel Blocked
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the U.S Surgeon General calling for cancer warnings on alcohol labels. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/01/25•18m 0s
Instant Reaction: Cybertruck Blast Suspect Identified
The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.See omnystudio.com/listener for privacy information.
02/01/25•10m 27s
Tesla’s Annual EV Sales Drop
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 deliveries. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
02/01/25•23m 2s
US Treasury Says It Was Breached by Chinese-Based Hacker
On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with Jamie Tarabay, Bloomberg Cybersecurity Reporter, on the US Treasury saying it was breached by a Chinese-based hacker. Veronica Clark, Citi Director of Research & US Economist, discusses her economic outlook. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer ‘Pipes’.” Danny Grant, Maple Hospitality Group founder and partner, discusses the hospitality industry.See omnystudio.com/listener for privacy information.
31/12/24•25m 28s
Jimmy Carter, Former US President Dies at 100
On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with David Westin, Host of Bloomberg Wall Street Week, on the the passing of former U.S President Jimmy Carter. Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist, gives her outlook for the U.S economy. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses political news of the day. See omnystudio.com/listener for privacy information.
30/12/24•24m 55s
BI Weekend: A Preview of 2025
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jennifer Bartashus, Bloomberg Intelligence senior analyst covering retail discusses holiday consumer spending and looks ahead to the retail space in 2025, Drew Reading, Bloomberg Intelligence home builders analysts breaks down what’s next for the home builders in the new year, Julia Coronado, founder and president of Macropolicy Perspectives reacts to the Fed’s policy meeting in December and discusses how economic policy might be shaped by Trump in the new year, and Tim Craighead, Bloomberg Intelligence Research Director for Content discusses the 50 companies to watch in 2025. Also featuring guest host Caroline Hyde. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.
27/12/24•38m 31s
Globe Braces For Trump Tariffs; Oil Outlook For 2025
On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and Caroline Hyde speak with Katerina Simonetti, senior portfolio manager at Morgan Stanley for her perspective on markets heading into 2025, Bloomberg LA Bureau chief John Gittelsohn about the latest Big Take on how the globe is bracing itself for Trump tariffs, Dr. Ellen Wald, senior fellow at the Atlantic Council for her outlook on oil and energy, and The Boxoffice Company senior vice president for content strategy and editorial director Daniel Loria on the holiday box office and what to expect from Hollywood in 2025.See omnystudio.com/listener for privacy information.
27/12/24•33m 44s
Holiday Consumer Spending, Update on Starbucks Worker Strike
On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and David Gura check in on the latest with Starbucks workers striking and take a look at how consumers are feeling toward the end of the holiday shopping season with Bloomberg's Emily Cohn, preview the economy for the new year with Lauren Saidel-Baker, an economist with the Institute for Trend Research, and talk real estate with Russel William Galbut, managing principle at Crescent Heights.See omnystudio.com/listener for privacy information.
26/12/24•33m 3s
Nordstrom Family To Take Chain Private, Retail Outlook for 2025
On a special edition of Bloomberg Intelligence, Bloomberg's Emily Cohn joins to discuss the Nordstrom family's plan to take the chain private, Bloomberg Intelligence's Jennifer Bartashus shares her outlook for the retail space in 2025, Julia Coronado, founder and president of Macropolicy Perspectives, discusses her outlook for 2025 and Bloomberg's Craig Trudell talks the auto space and the potential Honda-Nissan merger. Paul Sweeney and Caroline Hyde host. See omnystudio.com/listener for privacy information.
23/12/24•27m 4s
Instant Reaction: House Passes Funding Bill
The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.See omnystudio.com/listener for privacy information.
20/12/24•8m 31s
BI Weekend: Pfizer, Micron Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her travel research for 2025. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.” Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses Micron earnings. Viktoria Dendidrou, Bloomberg US Treasury Reporter, discusses the Bloomberg Big Take story: “Debt Risks That Lured Bessent to US Treasury Now Loom Large.” Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses M&A research.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.
20/12/24•36m 12s
House GOP Leaders Ready Funding Plan
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a potential government shutdown. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
20/12/24•23m 10s
Instant Reaction: Trump-Backed Funding Plan Fails
The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning.See omnystudio.com/listener for privacy information.
20/12/24•7m 31s
US Government Shutdown Looms
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the possibility of a government shutdown. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the potential for a government shutdown.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
19/12/24•23m 35s
Evolving Money: Rebuilding the Creator Economy (Sponsored Content)
What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.
19/12/24•18m 29s
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 on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025.See omnystudio.com/listener for privacy information.
18/12/24•23m 11s
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.
18/12/24•30m 6s
Supreme Court to Hear TikTok Challenge
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the Supreme Court saying it will hear TikTok’s challenge to a U.S ban. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest on the markets and the Fed. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Honda and Nissan exploring a merger with Foxconn. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
18/12/24•24m 59s
US Retail Sales Strengthen
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. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Brian Gilvary, Chairman of INEOS Energy, discusses the acquisition by INEOS of CNOOC Gulf of Mexico Assets. Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
17/12/24•24m 27s
Germany Clears Path for Early Election
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Oliver Crook, Bloomberg Europe Correspondent, discusses German lawmakers passing a measure that will pave the way for a national election in two months. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.’ Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
16/12/24•23m 29s
BI Weekend: Oracle, Macy’s Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Albertsons Suing Kroger for a breach of a contract. Todd Gillespie, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Fraser Stares Down Skeptics Ahead of Citi’s Critical Year.” Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Omnicom Group acquiring Interpublic Group. Bo Qin, BNEF Head of Americas Environmental Markets and Weather Analyst, discusses the carbon markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's delayed earnings report.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.
13/12/24•35m 45s
Broadcom Soars, New French PM
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Alan Katz, Bloomberg Paris Bureau Chief, discusses French President Emmanuel Macron naming a new Prime Minister. Miguel Sosa, Head of Market Research & Strategy at Bluerock, discusses his outlook for the markets and commercial real estate. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President-Elect Donald Trump’s tax plans.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
13/12/24•28m 57s
US Producer Prices Jump, ECB Cuts
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses the latest ECB decision. Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Leland Miller, CEO at China Beige Book, discusses China stimulus.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
12/12/24•30m 29s
Hershey's Main Owner Rejects Mondelez Offer
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the main owner of US chocolate maker Hershey rejecting a preliminary takeover offer from Mondelez International. William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Albertsons filing a lawsuit against Kroger.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
11/12/24•29m 18s
Brazil’s Lula Has Brain Surgery
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Daniel Carvalho, Bloomberg Government reporter in Brazil, discusses Brazil President Luiz Inacio Lula da Silva undergoing emergency brain surgery. Michelle Cortez, Bloomberg Senior Editor covering Healthcare, discusses where UnitedHealth stands after NYC killing. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest news out of the Mideast. Kunal Sinha, Global Head of Recycling at Glencore, joins to discuss recycling and energy.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10/12/24•24m 38s
Special Report: Suspect Arrested in UnitedHealthcare CEO Murder
A 26-year-old man suspected in the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson was arrested in Altoona, Pennsylvania.The man, identified as Luigi Mangione, was recognized while he was eating at a McDonald’s restaurant by an employee. He was found with a manifesto, multiple fake identifications and a so-called ghost gun with a suppressor, similar to the one used in the shooting, according to police.Kailey Leinz and Joe Mathieu discuss the news with Bloomberg News Reporter Myles Miller.See omnystudio.com/listener for privacy information.
09/12/24•5m 6s
Assad’s Fall, Hershey Takeover
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 Syria and fall of Bashar Al-Assad. Kirsten Fontenrose, President of Red Six Solutions, discusses the latest out of Syria. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mondelez potentially mulling a takeover of Hershey. Myles Miller, Bloomberg Managing Editor discusses Daniel Penny being acquitted in a NYC subway chokehold case.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
09/12/24•24m 45s
BI Weekend: BlackRock Buys HPS, Salesforce Surge
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock buying the credit firm HPS in a $12 Billion all-stock deal. Enrique Gonzalez, BNEF Head of US Gas Research, discusses U.S gas demand. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses an independent review at Super Micro Computer. Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “A Roadmap Through the Drama and Realities of Trump’s Trade War.” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Stellantis and the early departure of its’ CEO. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce 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.
06/12/24•37m 29s
TikTok Faces US Ban After Appeals Court Refuses to Block Law
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses TikTok facing a U.S ban. Tom Gimbel, Founder and Board Member of LaSalle Network, joins to discuss the November jobs report and hiring in the US. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
06/12/24•24m 10s
Bitcoin Hits $100,000
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin hitting $100,000. Phil Serafino, Bloomberg Senior Markets Editor, discusses the latest news out of France. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Ellen Wald, President of Transversal Consulting and Senior Fellow at Atlantic Council, discusses oil prices holding steady after OPEC+ announced plans to add barrels to the market from April. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
05/12/24•25m 30s
Special Coverage: French Government Falls After Vote
Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank.See omnystudio.com/listener for privacy information.
04/12/24•18m 41s
UnitedHealth Executive Fatally Shot
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Myles Miller, Managing Editor at Bloomberg News, gives reaction to the NYPD’s press conference after Brian Thompson, a longtime executive, was fatally shot in midtown Manhattan. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce earnings. Liz Hart, Newmark President of North America Leasing, and Abigail Doolittle, Bloomberg Chief Markets Correspondent, discuss the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
04/12/24•24m 46s
Martial Law Declared in South Korea
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor, discusses South Korean President Yoon Suk Yeol declaring martial law. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Sarah Samuels, Head of Investment Manager Research, at NEPC, discusses her outlook for the private marketplace in 2025.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
03/12/24•20m 17s
Intel CEO Forced Out, France Turmoil
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel’s management changes. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro saying it will name a new CEO. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses his outlook for the markets. Ben Sills, Bloomberg Managing Editor for European Economy and Government, discusses France’s Prime Minster failing to agree to all of the party’s demands on next year’s budget. Peter Andersen, Chief Investment Officer and Founder at Anderson Capital Management, discusses his outlook for the markets. Enrique Gonzalez, BNEF Head of US Gas Research discusses winter gas demand.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
02/12/24•48m 4s
Bloomberg Intelligence: Black Friday Special
On this special Black Friday program, hosts Paul Sweeney and Caroline Hyde speak with Telsey Advisory Group CEO Dana Telsey for her outlook on spending this holiday season, National Tree Company CEO Chris Butler on Christmas tree sales, The Boxoffice Company senior vice president of content strategy and editorial director Daniel Loria on Wicked, Gladiator II, Moana 2 and Hollywood's forecast heading into 2025, and Bloomberg News Deputy Team Leader for US Equities Jess Menton on markets.See omnystudio.com/listener for privacy information.
29/11/24•34m 22s
BI Weekend: FCC Policy, Citi Bonuses, US Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, joins to discuss FCC policy against big tech. Matt Day, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: “Amazon Prepares to Go ‘Toe to Toe’ With Nvidia in AI Hardware.” Katherine Doherty, Bloomberg Finance Reporter, discusses how Citigroup bonuses are being used to prevent bankers from departing. KR Sridhar, CEO of Bloom Energy, discusses the company’s recent deal with AEP. Ana Davies, BNEF's Head of Renewable Fuels, gives a renewable fuels update. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Best Buy and Dick's sporting goods earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.
29/11/24•36m 9s
Fed’s Favored Inflation Gauge Rises
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent eco data. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses Lebanon, Israel cease fire. Bryan Whalen, CIO and Generalist Portfolio Manager at TCW's Fixed Income Group, discusses the latest on the markets. Peter Jeffrey, Bloomberg News Legal Editor, discusses BlackRock and Vanguard being accused of antitrust violations.Hosts: Paul Sweeney, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.
27/11/24•42m 8s
SPECIAL COVERAGE: Israel and Hezbollah Reach Ceasefire
Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein.See omnystudio.com/listener for privacy information.
26/11/24•13m 24s
Trump Tariff Threat, Retail Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s tariff threat. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Biden administration proposing a rule to require the US government to cover weight-loss drugs. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Best Buy and Dick’s Sporting Goods.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
26/11/24•35m 17s
Macy’s Delays Earnings, Citi Bonuses
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s delaying its earnings. Katy Kaminski, Chief Research Strategist & Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. KR Sridhar, CEO of Bloom Energy, discusses a recent company deal with AEP. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the markets. Katherine Doherty, Bloomberg Finance Reporter, discusses Citi bonuses. Anastacia Davies, BNEF's Head of Renewable Fuels, gives a renewable fuels update.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
25/11/24•39m 2s
Listen Now: Beak Capitalism from Odd Lots
In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all say about things like inflation, the labor market and the nature of American capitalism? Check out Beak Capitalism on Odd Lots wherever you get your podcasts.See omnystudio.com/listener for privacy information.
24/11/24•1m 0s
SPECIAL REPORT: Trump Nominates Scott Bessent To Lead US Treasury
President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reactionSee omnystudio.com/listener for privacy information.
23/11/24•6m 30s
BI Weekend: Nvidia, Lowe’s, TJX Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Nvidia earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the effect that Trump administration will have on the energy transition. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro shares jumping on a compliance plan and new auditor. Neil Callanan, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Wall Street Bankers Spot a Fat Payday in $1 Trillion AI Hysteria.” Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, breaks down TJX earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Ford planning to cut jobs 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.
22/11/24•36m 41s
UMich Survey, Euro Falls
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. David Powell, Senior Euro-Area Economist for Bloomberg Economics, discusses the Euro falling to lowest since 2022. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Elliot Stein, Bloomberg Intelligence Litigation Analyst, discusses the U.S probing JP Morgan’s ties to an Iranian oil kingpin’s hedge fund. Jessica Kriegel, Chief Strategy Officer of Workforce and Labor for Culture Partners, discusses Elon Musk and Vivek Ramaswamy outlining plan for 'large-scale firings' in the federal workforce. 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.
22/11/24•30m 47s
ICC Issues Arrest Warrant for Netanyahu, Nvidia Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses the ICC issuing an arrest warrant for Israel’s Prime Minister Benjamin Netanyahu. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia earnings. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook. Michael Regan, Bloomberg News Bloomberg Crypto Team Leader, discusses Bitcoin climbing closer to $100,000. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
21/11/24•32m 29s
Special Edition: Nvidia Forecast Misses Loftiest AI Estimates
Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown See omnystudio.com/listener for privacy information.
20/11/24•19m 36s
Ukraine Fires UK Cruise Missiles, Target Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses Ukraine firing UK storm shadow missiles into Russia. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Terence Kawaja, Founder and CEO at LUMA Partners, discusses Comcast spinning off its Cable-TV channels. Phil Panaro, Founder & Former CEO at BCG Platinion North America, discusses Nvidia. Saleha Mohsin, Bloomberg Washington Senior Correspondent, discusses Donald Trump’s cabinet picks.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
20/11/24•49m 45s
Russia Strike, Walmart Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Marc Champion, Bloomberg Opinion Columnist, discusses Ukraine carrying out its’ first strike with U.S missiles in Russia. Emily Cohn, Bloomberg Consumer Team Leader, talks Walmart earnings. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the DOJ pushing Google to sell Chrome. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro computer’s compliance plan.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
19/11/24•39m 33s
Trump Treasury Pick, Spirit Bankruptcy
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the U.S treasury markets as the Trump administration looks for a new Treasury Secretary. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Francois Duflot, Bloomberg US Airline Analyst, discusses Spirit Air filing for bankruptcy. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the Trump team seeking to ease US rules for self-driving cars. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of the Trump administration on the energy transition.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
18/11/24•44m 51s
BI Weekend: Disney Earnings, EV Latest
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the Bloomberg Big Take story: “Trump's Win Puts Musk in the White House's New C-Suite.” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the impact of a trump administration on electric vehicles. Tai Liu, BNEF Oil Market Specialist, talks about how the Trump administration will impact oil producers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Justina Lee, Bloomberg Markets Reporter, discusses the Bloomberg Big Take story: “Wall Street Math Wizards Are Decoding Private-Market Returns.”Hosts: Paul Sweeney and John TuckerThe 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.
15/11/24•38m 31s
US Retail Sales Rise, EV Latest
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dave Peacock, CEO of Advantage Solutions, discusses the latest on U.S Retail Sales. Brooke Sutherland, Bloomberg's Boston Bureau Chief and writer of the Industrial Strength newsletter,” discusses her Bloomberg piece: ‘Nobody Knows What’s Going to Happen’: CEOs Brace for More Trump.” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the latest on electric vehicles. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the Mike Tyson, Jake Paul fight on Netflix. Max Adler, Bloomberg Municipal Bond Reporter, discusses the latest news from the muni market.Hosts: Matt Miller and John TuckerSee omnystudio.com/listener for privacy information.
15/11/24•33m 49s
Trump Cabinet Picks, Disney Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Timothy O'Brien, Bloomberg Opinion Senior Executive Editor, discusses his Opinion piece “Trump Casts a Superhero Movie — With B-Listers.” Mark Douglas, President and CEO of MNTN, discusses Walt Disney earnings. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta Platforms being fined by the European Union. Joe Weisenthal and Tracy Alloway, Bloomberg Odd Lots Podcast Hosts, join to discuss “Beak Capitalism,” a special 3-part series from the Bloomberg Odd Lots podcast.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
14/11/24•38m 19s
US Inflation Stays Firm, Trump Cabinet
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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. Laura Davison, Bloomberg News Politics Editor, discusses Donald Trump‘s cabinet appointments. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the future impact of Donald Trump's Presidency. Bess Freedman, Chief Executive Officer at Brown Harris Stevens, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the Bloomberg Big Take story: “Trump's Win Puts Musk in the White House's New C-Suite.”Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
13/11/24•36m 23s
Bonuses Set to Grow on Wall Street, Home Depot Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Katherine Doherty, Bloomberg Finance Reporter, talks about how bonuses are set to grow across Wall Street for the first time since 2021. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest on commodities. Emily Leville, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Robin Potts, CIO of Canyon Partners Real Estate, discusses the state of commercial real estate.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
12/11/24•42m 45s
Bitcoin Soars, Trump Impact on Oil Producers
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest on Bitcoin. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, talks about Cigna confirming it won’t pursue a combination with Humana. David Young, President, Public Policy Center of The Conference Board, discusses research about immediate steps the Trump administration will take. Jeff Brown, Founder and CEO of T2 Capital Management, discusses the state of commercial real estate. Tai Liu, BNEF Oil Market Specialist, talks about how oil producers stand to save billions from Donald Trump’s tax plan.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.
11/11/24•41m 18s
BI Weekend: US Election, Berkshire Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst gives post 2024 U.S election analysis. Wendy Schiller, Professor at Brown University, joins on the political ramifications of the U.S election. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses how a Trump victory brings optimism for banks. Yayoi Sekine, BloombergNEF Head of Energy Storage, gives her outlook for wind, solar and storage over the next 10 years. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Wendy Thomas, Secureworks CEO, talks about the recent Sophos agreement to acquire Secureworks.Hosts: Paul Sweeney and John TuckerThe 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.
08/11/24•36m 24s
US Consumer Sentiment Rises, Presidential Election
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer confidence data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses Friday’s Fed decision and the markets. Erica York, Senior Economist and Research Director with Tax Foundation’s Center for Federal Tax Policy, discusses the impact of a Trump Presidency on tax policy. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses the U.S election.Hosts: Emily Graffeo, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.
08/11/24•38m 52s
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 on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
07/11/24•33m 49s
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.
07/11/24•30m 54s
Fed Meeting, US Election Aftermath
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dennis Lockhart, Former Atlanta Fed President, discusses Thursday's Fed decision. Catarina Saraiva, Bloomberg Federal Reserve Reporter, discusses the Bloomberg Big Take story: “Powell, Back in Trump World, Is About to Feel the Heat.” Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses what Donald Trump in the White House means for big tech. Janet Rilling, Senior Portfolio Manager and Head of Plus Fixed Income at Allspring Global Investments, discusses the latest on the markets. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses why banks are optimistic about Trump’s future presidency.Hosts: Paul Sweeney, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.
07/11/24•42m 56s
Trump Wins 2024 Presidential Election
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, gives post-election analysis. Ed Mills, Managing Director and Washington Policy Analyst at Raymond James, discusses the U.S election. Wendy Schiller, Professor at Brown University, discusses political ramifications for the 2024 U.S election. Gautam Mukunda, Lecturer of Management Practice at Yale School of Management joins for U.S election analysis. Monica Guerra, Executive Director and the Head of US Policy for Morgan Stanley Wealth Management, discusses the U.S election and market impact.Hosts: Paul Sweeney and Damian SassowerSee omnystudio.com/listener for privacy information.
06/11/24•32m 12s
US Election Preview 2024
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses what to expect on election day and industry impacts of the 2024 election. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S election. Jennifer Lawless, Professor at University of Virginia, talks about the Trump-Harris race and the 2024 election. David Paleologos, Suffolk University Director of the Political Research Center, discusses the U.S election. Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics, discusses the U.S election and market impact.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
05/11/24•32m 31s
Berkshire Earnings, US Election Preview
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 earnings. Maya Wiley, President and CEO, at the Leadership Conference on Civil and Human Rights, discusses the U.S election. Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. Katherine Burton, Bloomberg Senior Reporter, discusses the Bloomberg Big Take story: “Traders Gear Up to Capture Swings in Volatile Election Night.” Ruben Hovhannisyan, Managing Director, Generalist Portfolio Manager in the Fixed Income group at TCW, discusses the latest on the markets. Yayoi Sekine, BloombergNEF Head of Energy Storage, discusses her outlook for wind, solar and storage over the next 10 years.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
04/11/24•40m 49s
Listen Now: US Election Coverage on Bloomberg Podcasts
Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.
04/11/24•1m 5s
US Tech Earnings, Commercial MBS Bonds Go Bust
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, recaps Alphabet and META earnings. Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly earnings. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, on Tesla, the overall EV market, and the sway US Presidents have on fuel economy standards for cars. Steve Man, Bloomberg Intelligence Senior Auto Analyst on BYD Sales Beat Tesla for First Time. Carmen Arroyo, Bloomberg Credit Reporter, on Big Take story: AAA Bonds Go Bust and Reveal Depths of US Office-Market Crash. Alison Williams, Bloomberg Intelligence Senior Analyst for Global Banks on UBS Earnings. And Rhett Buttle, CEO, Public Private Strategies, to discuss the impact that business leaders can make by advocating for safe and secure elections. 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.
01/11/24•37m 28s
Boeing Union Endorses Offer, America's Oil Resurgence
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Thomas Black, Bloomberg Opinion columnist, on latest Boeing news and his Opinion piece: Boeing Strikers Should Accept Its Latest Offer. Joanie Bily, Division President at Employbridge, and Chair of American Staffing Association, on October U.S jobs report and employment trends. Allan Schweyer, Principal Researcher of Human Capital at The Conference Board on DEI work survey. David Wethe, Bloomberg News Energy Reporter, on Big Take story: Most Productive US Industry is One that Wall Street Wrote Off. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, to discuss her outlook for the markets. And Nathan Dean , Bloomberg Intelligence Senior Policy Analyst, on his Harris vs. Trump Policy Scenario Analysis Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
01/11/24•36m 53s
Bloomberg Technology Special: Intel CEO Pat Gelsinger
On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. See omnystudio.com/listener for privacy information.
31/10/24•27m 7s
Instant Reaction: Intel and Apple Earnings Results
Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.
31/10/24•21m 49s
US Core PCE Rises, Estée Lauder Pulls Guidance
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on latest PCE data. Geeetha Ranganathan, Bloomberg Intelligence US Media Analyst, on Comcast Weighing Spinoff of Cable Networks & Pelton naming new CEO. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, to discuss her market outlook. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, on Estee Lauder cutting guidelines amid weak demand in China. Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, recapping META and Door Dash earnings. Rania Sedhom, Managing Partner at Sedom Law Group, on how group of music label heavy hitters have come together to sue AI music platforms for copyright infringement. Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
31/10/24•41m 36s
Instant Reaction: Microsoft, Meta Earnings Results
Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana. See omnystudio.com/listener for privacy information.
30/10/24•16m 23s
Super Micro Auditor Resigns, Eli Lilly Cuts Outlook
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on SMCI Auditor Resigning. Alison Williams, Bloomberg Intelligence Senior Analyst for Global Banks on UBS Earnings. Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to recap Alphabet earnings. Laura Davison, Bloomberg News Politics Editor, on How Puerto Rico Became a US Election Issue on the Supreme Court Lets Virginia Purge Voter Rolls for Election. Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
30/10/24•32m 23s
Instant Reaction: Alphabet Beats Sales Estimates
Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. See omnystudio.com/listener for privacy information.
29/10/24•16m 1s
McDonalds Sales Fall, US Tech Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk U.S tech earnings this week. Dana Peterson, Chief Economist at the Conference Board, discusses consumer confidence data. Neil Grossman, Co-Founder & Former CIO at KNG Capital, discusses his outlook on the markets. Ellen Wald, President of Transversal Consulting, joins to discuss oil prices. Carmen Arroyo, Bloomberg Credit Reporter, discusses the Bloomberg Big Take story: “AAA Bonds Go Bust and Reveal Depths of US Office-Market Crash.”Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.
29/10/24•46m 43s
Boeing Share Sale, VW Seeks Plant Closings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing launching a nearly $19 billion share sale to address liquidity needs. Steve Man, Bloomberg Intelligence Senior Auto Analyst, discusses Volkswagen saying it will close three German factories. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Kirsten Fontenrose, President of Red Six International, joins to discuss weekend news out of the Mideast. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Rhett Buttle, CEO at Public Private Strategies, discusses the impact that business leaders can make by advocating for safe and secure elections. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses the EV market.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.
28/10/24•49m 26s
BI Weekend: US Earnings, Disney’s Succession
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, talks about Disney’s succession plans. Kiel Porter, Bloomberg Industrials Reporter, discusses the Bloomberg Big Take story: “Cracked Skull, Broken Bones Show Rivian Plant's Danger.“ John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T and Verizon earnings. Chris Gadomski, BNEF Lead Nuclear Analyst, talks about nuclear reactor technology.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.
25/10/24•37m 42s
US Consumer Sentiment Rises to Six Month High
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.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 today's UMich consumer sentiment data. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses key industries impacted by the U.S election. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses the latest on the markets. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses news that a federal judge blocked Tapestry's planned $8.5 billion acquisition of Capri Holdings. Justina Lee, Bloomberg Cross-Asset Markets Reporter, discusses the Bloomberg Big Take story: “Wall Street Takes Tax-Loss Harvesting to Next Level.”Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
25/10/24•29m 11s
Tesla Shares Surge After Blowout Quarter
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses Boeing factory workers rejecting a new labor contract. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, talks UPS earnings. Jodi Schneider, Political News Director for Bloomberg TV and Radio, discusses the latest Bloomberg Morning Consult poll. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales data. Terence Kawaja, Founder and CEO at LUMA Partners, discusses digital ad tech.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
24/10/24•45m 4s
Instant Reaction: Tesla Earnings Surpass Expectations
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. See omnystudio.com/listener for privacy information.
23/10/24•12m 55s
McDonalds E. Coli Outbreak, Boeing Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses an E.coli outbreak linked to McDonald’s quarter pounders. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Carol Pepper, Founder and CEO at Pepper International, discusses her outlook for the markets. Wendy Thomas, Secureworks CEO, talks about a recent Sophos agreement to acquire Secureworks. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Kiel Porter, Bloomberg Industrials Reporter, discusses the Bloomberg Big Take story: “Cracked Skull, Broken Bones Show Rivian Plant's.”Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.
23/10/24•44m 42s
ASML Chief on China Chips, HSBC Restructuring, GM Earnings
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses news that ASML’s CEO sees the U.S pushing for more China chip restrictions. Tomasz Noetzel, Bloomberg Intelligence Senior European Banks Analyst, discusses a restructuring at HSBC. Jill Castilla, President and CEO of Citizens Bank of Edmond, discusses the banking sector. David Welch, Bloomberg Detroit Bureau Chief, talks GM earnings. Rich Hill, Head of Real Estate Strategy and Research at Cohen & Steers, discusses the state of commercial real estate.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.
22/10/24•38m 49s
Boeing to Vote on New Wage Deal
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and the union representing striking members hammering out a tentative new accord. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook for the markets. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest news out of the Mideast. Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Tim O'Brien, Bloomberg Opinion Senior Executive Editor, talks about his column: “Trump Goes All In on Discord. Will Voters ?” Chris Gadomski, BNEF Lead Nuclear Analyst, discusses nuclear power.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
21/10/24•49m 27s
BI Weekend: ASML Orders, US Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering its’ guidance for next year. Kyle Harrison, BNEF's Head of Sustainability Research, talks about the kind of corporations that are signing green power purchase agreements. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, talks LVMH earnings. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Oliver Crook, Bloomberg Europe Correspondent, talks about the Bloomberg Big Take story: “VW and Mercedes Are Getting Left in the Dust by China’s EVs.”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.
18/10/24•37m 49s
CVS Ousts CEO, China Data, Netflix Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS ousting its’ CEO Karen Lynch. Gerard Dipippo, Senior Geo-Economics Analyst for Bloomberg Economics, talks about China moving to support markets after recent data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Jonathan Schanzer, Senior Vice President for Research at the Nonpartisan Foundation for Defense of Democracies think tank, discusses recent news out of Israel. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Raul Martynek, CEO of DataBank, discusses recent funding news.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
18/10/24•41m 38s
Instant Reaction: Netflix Records Another Strong Quarter
Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. See omnystudio.com/listener for privacy information.
17/10/24•8m 4s
US Retail Sales, TSMC 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. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks TSMC earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Josh Zegen, Managing Principal, Co-Founder at Madison Realty Capital, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. James Thornton, CEO of Intrepid Travel, joins to discuss outlook for corporate travel and efforts to limit the carbon footprint of traveling.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.
17/10/24•41m 21s
Morgan Stanley Shares Soar on Trading Surge
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Broadcasting live from Wells Fargo’s Women in Leadership Summit at Kiawah Island in South Carolina*Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Morgan Stanley earnings. Danielle Squires, Managing Director and Head of Diverse Segments at Wells Fargo, and Maria Menendez, Chief Financial Officer, at GL Homes of Florida Holding Corporation Sunrise Florida, discuss the importance of the Wells Fargo summit. Suzanne Morrison, Head of Commercial Banking & Wealth Partnerships & Executive Vice President at Wells Fargo, and Jessica Murphy, Managing Director, Southeast Division Executive, Commercial Banking at Wells Fargo, discuss the importance of providing differentiated products and services to clients and future clients in the context of true relationship banking. Kwanza Jones, CEO and Co-Founder of the Kwanza Jones & José E. Feliciano Initiative, and Julie Caperton, Head of The Private Bank and Wells Fargo Partnerships for Wealth & Investment Management, talk about how Wells Fargo helps clients achieve their philanthropic goals. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
16/10/24•57m 19s
ASML Guidance Cut, US Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering lowering guidance for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing planning to raise as much as $25 billion to boost liquidity. Dan Pickering, Chief Investment Officer at Pickering Energy Partners, discusses the latest on the energy sector. David Auerbach, Chief Investment Officer at Hoya Capital, discusses the state of commercial real estate. Oliver Crook, Bloomberg Europe Correspondent, discusses the Bloomberg Big Take story: "VW and Mercedes Are Getting Left in the Dust by China’s EVs."Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
15/10/24•44m 56s
S&P 500 Earnings Outlook
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloomberg US Deals Reporter, talks about Elliott Investment Management calling for a special shareholder meeting at Southwest Airlines. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Rich Greenfield, Partner and Co-Founder at LightShed Partners discusses recent media news. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Kyle Harrison, BNEF's Head of Sustainability Research, talks about the latest sustainable finance trends.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
14/10/24•50m 55s
Consumer Sentiment, Bank Earnings, Litigation Latest
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, on U.S bank earnings. Elliot Stein, Bloomberg Intelligence Litigation Analyst, and Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, on TD Bank being Hit With $450 Million OCC Penalty Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, on markets/Fed. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, on Google Breakup Probably Won't Be Search Remedy Hosts: Alix Steel and Paul Sweeney See omnystudio.com/listener for privacy information.
13/10/24•35m 16s
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