Podcasts by Category
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.
- 4974 - BI Weekend: Disney Earnings, EV Latest
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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 Tucker
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 15 Nov 2024 - 4973 - US Retail Sales Rise, EV Latest
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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.
Fri, 15 Nov 2024 - 4972 - Trump Cabinet Picks, Disney Earnings
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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.
Thu, 14 Nov 2024 - 4971 - US Inflation Stays Firm, Trump Cabinet
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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.
Wed, 13 Nov 2024 - 4970 - 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.
Tue, 12 Nov 2024 - 4969 - Bitcoin Soars, Trump Impact on Oil Producers
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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.
Mon, 11 Nov 2024 - 4968 - 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 Tucker
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 08 Nov 2024 - 4967 - 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.
Fri, 08 Nov 2024 - 4966 - 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
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Thu, 07 Nov 2024 - 4965 - 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
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Thu, 07 Nov 2024 - 4964 - Fed Meeting, US Election Aftermath
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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.
Thu, 07 Nov 2024 - 4963 - 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.
Wed, 06 Nov 2024 - 4962 - 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.
Tue, 05 Nov 2024 - 4961 - 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.
Mon, 04 Nov 2024 - 4960 - 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.
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Mon, 04 Nov 2024 - 4959 - 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.
Fri, 01 Nov 2024 - 4958 - 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.
Fri, 01 Nov 2024 - 4957 - 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.
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Thu, 31 Oct 2024 - 4956 - 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.
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Thu, 31 Oct 2024 - 4955 - US Core PCE Rises, Estée Lauder Pulls Guidance
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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.
Thu, 31 Oct 2024 - 4954 - 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.
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Wed, 30 Oct 2024 - 4953 - Super Micro Auditor Resigns, Eli Lilly Cuts Outlook
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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.
Wed, 30 Oct 2024 - 4952 - 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.
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Tue, 29 Oct 2024 - 4951 - McDonalds Sales Fall, US Tech Earnings
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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.
Tue, 29 Oct 2024 - 4950 - Boeing Share Sale, VW Seeks Plant Closings
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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.
Mon, 28 Oct 2024 - 4949 - 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.
Fri, 25 Oct 2024 - 4948 - 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.
Fri, 25 Oct 2024 - 4947 - Tesla Shares Surge After Blowout Quarter
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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.
Thu, 24 Oct 2024 - 4946 - Instant Reaction: Tesla Earnings Surpass Expectations
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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.
Wed, 23 Oct 2024 - 4945 - McDonalds E. Coli Outbreak, Boeing Earnings
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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.
Wed, 23 Oct 2024 - 4944 - ASML Chief on China Chips, HSBC Restructuring, GM Earnings
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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.
Tue, 22 Oct 2024 - 4943 - Boeing to Vote on New Wage Deal
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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.
Mon, 21 Oct 2024 - 4942 - 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.
Fri, 18 Oct 2024 - 4941 - 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.
Fri, 18 Oct 2024 - 4940 - 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.
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Thu, 17 Oct 2024 - 4939 - 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.
Thu, 17 Oct 2024 - 4938 - 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.
Wed, 16 Oct 2024 - 4937 - 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.
Tue, 15 Oct 2024 - 4936 - 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.
Mon, 14 Oct 2024 - 4935 - 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 SweeneySee omnystudio.com/listener for privacy information.
Sun, 13 Oct 2024 - 4934 - 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.
Fri, 11 Oct 2024 - 4933 - 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.
Fri, 11 Oct 2024 - 4932 - 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.
Thu, 10 Oct 2024 - 4931 - 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.
Wed, 09 Oct 2024 - 4930 - 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.
Tue, 08 Oct 2024 - 4929 - 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.
Mon, 07 Oct 2024 - 4928 - 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/460OMkaSee omnystudio.com/listener for privacy information.
Mon, 07 Oct 2024 - 4927 - 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.
Sun, 06 Oct 2024 - 4926 - 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.
Fri, 04 Oct 2024 - 4925 - 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.
Fri, 04 Oct 2024 - 4924 - 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.
Thu, 03 Oct 2024 - 4923 - 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.
Thu, 03 Oct 2024 - 4922 - 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.
Wed, 02 Oct 2024 - 4921 - 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.
Wed, 02 Oct 2024 - 4920 - 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.
Tue, 01 Oct 2024 - 4919 - 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.
Mon, 30 Sep 2024 - 4918 - 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 Lipschultz
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.
Fri, 27 Sep 2024 - 4917 - 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.
Fri, 27 Sep 2024 - 4916 - 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.
Thu, 26 Sep 2024 - 4915 - 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.
Wed, 25 Sep 2024 - 4914 - 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.
Tue, 24 Sep 2024 - 4913 - 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.
Mon, 23 Sep 2024 - 4912 - 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.
Fri, 20 Sep 2024 - 4911 - 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.
Fri, 20 Sep 2024 - 4910 - 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 Tucker
See omnystudio.com/listener for privacy information.
Fri, 20 Sep 2024 - 4909 - 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 SteelSee omnystudio.com/listener for privacy information.
Thu, 19 Sep 2024 - 4908 - 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 Surveillance
See omnystudio.com/listener for privacy information.
Wed, 18 Sep 2024 - 4907 - 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 Surveillance
See omnystudio.com/listener for privacy information.
Wed, 18 Sep 2024 - 4906 - 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 SteelSee omnystudio.com/listener for privacy information.
Wed, 18 Sep 2024 - 4905 - 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 SteelSee omnystudio.com/listener for privacy information.
Tue, 17 Sep 2024 - 4904 - 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 SteelSee omnystudio.com/listener for privacy information.
Mon, 16 Sep 2024 - 4903 - 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.
Fri, 13 Sep 2024 - 4902 - 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.
Fri, 13 Sep 2024 - 4901 - 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.
Thu, 12 Sep 2024 - 4900 - 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.
Wed, 11 Sep 2024 - 4899 - 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.
Wed, 11 Sep 2024 - 4898 - 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.
Tue, 10 Sep 2024 - 4897 - 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.
Mon, 09 Sep 2024 - 4896 - 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.
Mon, 09 Sep 2024 - 4895 - 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.
Fri, 06 Sep 2024 - 4894 - 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.
Fri, 06 Sep 2024 - 4893 - 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.
Fri, 06 Sep 2024 - 4892 - 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.
Thu, 05 Sep 2024 - 4891 - 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.
Wed, 04 Sep 2024 - 4890 - 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.
Tue, 03 Sep 2024 - 4889 - 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 Graffeo
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.
Fri, 30 Aug 2024 - 4888 - 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.
Fri, 30 Aug 2024 - 4887 - 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.
Thu, 29 Aug 2024 - 4886 - 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.
Wed, 28 Aug 2024 - 4885 - 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.
Wed, 28 Aug 2024 - 4884 - 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.
Wed, 28 Aug 2024 - 4883 - 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.
Tue, 27 Aug 2024 - 4882 - 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.
Tue, 27 Aug 2024 - 4881 - 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.
Mon, 26 Aug 2024 - 4880 - 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.
Fri, 23 Aug 2024 - 4879 - 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.
Fri, 23 Aug 2024 - 4878 - 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 PresidentSee omnystudio.com/listener for privacy information.
Fri, 23 Aug 2024 - 4877 - 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.
Fri, 23 Aug 2024 - 4876 - 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.
Thu, 22 Aug 2024 - 4875 - 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.
Wed, 21 Aug 2024
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