Bloomberg Intelligence

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Skydance Media, Paramount news. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, talks about Eli Lilly selling vials of its blockbuster weight-loss drug to patients at a 50% discount to its’ shots. Gene Seroka, Executive Director of the Port of Los Angeles, discusses his forecast for cargo volumes and the shipping industry. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses U.S Retail earnings. Tai Liu, BNEF Global Oil Supply Specialist, talks about the impact of a falling rig count on oil production.Hosts: Paul Sweeney and Emily GraffeoThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Bloomberg's Surveillance hosts Tom Keene and Lisa Abramowicz head out to Wyoming for the Fed's Jackson Hole Symposium.They speak with some of the biggest names in Central Banking, including: Raphael Bostic, Atlanta Fed President Loretta Mester, Former Cleveland Fed President James Bullard, Former St Louis Fed President Thomas Hoenig, Former Kansas City Fed President Patrick Harker, Philadelphia Fed President See omnystudio.com/listener for privacy information.

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.

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.

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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses how Eli Lilly’s drug Zepbound, cuts the risk of diabetes. Craig Trudell, Bloomberg Global Autos Editor, discusses the European Union saying it plans to introduce an additional 9% tariff on Teslas imported from China. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook for the markets. Henri Pierre-Jacques, Co-founder & Managing Partner, at Harlem Capital Partners, discusses current investments in AI. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook on the markets, investing.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Seven & I getting a buyout offer from Couche-Tard. Crystal Tse, Bloomberg US Deals Reporter, discusses Billionaire Carl Icahn and his investment firm agreeing to pay $2 million to settle a SEC probe. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses the latest in the EV sector. Frank Monkam, Senior Portfolio Manager at Antimo, discusses the latest on the macro markets and commodities. Redd Brown, Bloomberg News Earnings Reporter, discusses Estee Lauder earnings. Hosts: Paul Sweeney, Michael Regan, and Matt MillerSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanova for nearly $36 billion. Redd Brown, Bloomberg News Earnings Reporter, discusses Home Depot earnings. Jody Lurie, Bloomberg Intelligence Credit Analyst, talks about Starbucks replacing its’ CEO. Yayoi Sekine, Head of Energy Storage Research at BloombergNEF, discusses battery storage and the energy space. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the U.S Justice Department considering breaking up Alphabet’s Google. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, talks about Bank of Nova Scotia agreeing to buy a minority stake in ‘KeyCorp’ for about $2.8 billion. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Victoria’s Secret poaching the top executive from Rihanna’s lingerie brand to lead the retailer’s turnaround. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from the University of Michigan. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Mpox and latest news in the Biotech space. Ana Cabral, Sigma Lithium Co-Chair and CEO, discusses company earnings. Matt Calkins, Founder and CEO of Appian, discusses new AI IP Protection Guidelines in response to the lack of AI regulation in the U.SHosts: Alix Steel and Bailey LipschultzSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Vineer Bhansali, Founder and Chief Investment Officer of LongTail Alpha, discusses the carry trade, fixed income, and hedging strategies. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the marketsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanova for nearly $36 billion. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, talks about Victoria’s Secret poaching the top executive from Rihanna’s lingerie brand. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about the US Justice Department considering the break up of Alphabet’s Google. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses U.S CPI data.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jody Lurie, Bloomberg Intelligence Credit Analyst, joins the program to discuss Starbucks replacing its’ CEO. Redd Brown, Bloomberg News Earnings Reporter, discusses Home Depot earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Kathy Winter, Chief Operating Officer at May Mobility, discusses the state of the autonomous vehicle industry and company news. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Voreacos, Bloomberg Legal Reporter, discusses B.Riley facing a widening US investigation. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Bank of Nova Scotia agreeing to buy a minority stake in KeyCorp. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Eliza Ronalds Hannon, Senior Debt Reporter, discusses the Bloomberg Big Take story: “Hedge Funds Smell Blood as Lenders Turn on Each Other.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway Earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Jonathan Palmer, Senior Healthcare Analyst at Bloomberg Intelligence talks CVS earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a U.S antitrust suit. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Rob Piconi, CEO of Energy Vault, discusses the energy space. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribersSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Steve Matthews, Bloomberg Federal Reserve Reporter, discusses an economist survey that sees the Fed rejecting calls for a jumbo rate cut. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, discusses the latest on the markets. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses a Reuters report on Cisco job cuts, and TSMC earnings. Shawn Donnan, Bloomberg News Senior Economics Writer discusses the Bloomberg Big Take story: “The Swing-State Economic Realities Shaping the US Election.” Erika Maschmeyer, Portfolio Manager at Columbia Threadneedle Investments, discusses her outlook for the markets. Hosts: Alix Steel and Jen RyanSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bryan Whalen, Chief Investment Officer and a Generalist Portfolio Manager, at TCW, discusses his outlook for the markets. Claudia Sahm, New Century Advisors Chief Economist, discusses her column on why her recession rule was meant to be broken. Madison Muller, Bloomberg Health Reporter, discusses Eli Lilly earnings and weight loss research. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Under Armour earnings. Kevin Near, Bloomberg Intelligence Senior Media Associate Analyst, discusses Warner Brothers-Discovery Earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Ye Xie, Bloomberg Markets Reporter, discusses the Bloomberg News column: “Mnuchin Says It’s Time to Kill the New Treasury Bond He Created.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Airbnb and Lyft earnings. Rob Piconi, CEO of Energy Vault, joins to talk about the energy space, and what his company is doing. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the state of commercial real estate. Sagit Manor, Nayax Chief Financial Officer, discusses company earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Laura Davison, Bloomberg Politics Editor, talks about Kamala Harris tapping Minnesota Governor Tim Walz as her running mate. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discuses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a DOJ antitrust suit.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss today’s market selloff, and what it means for Fed policy. Steve Miller, Chair of the ISM Services PMI, discusses US July ISM Services data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses earnings from Berkshire Hathaway, and Warren Buffet slashing stake in Apple. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses a plunge in Bitcoin and commodities.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager speaks with Veronica Clark, US Economist at Citigroup.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to recap Microsoft earnings. Laura Davison, Bloomberg Politics Editor, discusses the latest Bloomberg News Morning Consult Poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks Boeing earnings. Dave Regnery, Trane Technologies CEO, discusses company earnings. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks T-Mobile earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Duncan Fox, Bloomberg Intelligence Consumer Staples Analyst discusses Heineken earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael McKee, Bloomberg International Economics and Policy Correspondent and Joanie Bily, Chief Workforce Analyst at Employbridge, discuss the July jobs report and today’s market selloff. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the latest on the markets. Bill Lee, Chief Economist at Milken Institute, discusses the July jobs report. Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, discusses today's market selloff. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to recap Apple and Intel earnings.Hosts: Alix Steel and Jess MentonSee omnystudio.com/listener for privacy information.

Bloomberg's Carol Massar and Tim Stenovec report on Apple earnings for the third quarter. See omnystudio.com/listener for privacy information.

Bloomberg's Carol Massar and Tim Stenovec report on Intel and Amazon.com earnings for the second quarter.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest on Bill Ackman’s IPO. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Meta earnings. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Hilary Spann, Executive Vice President of BXP, discusses the latest in NY real estate. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, previews tech earnings after the closing bell. Greg Friedman, Peachtree Group Managing Principal and CEO, discusses the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Bloomberg's Carol Massar and Tim Stenovec cover the latest earnings from Meta, the parent company of Facebook. They speak with Bloomberg News Contributor Jon Erlichman and Bloomberg News Social Media Reporter Aisha Counts. See omnystudio.com/listener for privacy information.