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Bloomberg Intelligence

Bloomberg Intelligence

3,407 episodes — Page 13 of 69

Instant Reaction: Jay Powell Talks Fed Policy

Bloomberg's Tom Keene, Lisa Abramowicz and Jonathan Ferro cover the latest remarks from Federal Reserve Chair Jay Powell, following the central bank's latest policy decision. See omnystudio.com/listener for privacy information.

Jul 31, 202428 min

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Lisa Abramowicz, and Jonathan Ferro cover the Federal Reserve's latest policy decision.See omnystudio.com/listener for privacy information.

Jul 31, 202430 min

Boeing Names New CEO, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses this week’s Fed meeting. Laura Davison, Bloomberg Politics Editor, talks about the recent Bloomberg News Morning Consult poll. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses today’s Fed decision and his outlook for the U.S economy. Dave Regnery, Trane Technologies CEO, discusses company earnings. Jennifer Grancio, Global Head of Distribution at TCW, discusses her outlook for the ETF sector. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 31, 202447 min

Instant Reaction: Hamas Leader Assassinated in Iran

Hamas says Israel killed its political leader, Ismail Haniyeh, in an airstrike on Iran’s capital, putting the Middle East even further on edge. Bloomberg's Nathan Hager and Joumanna Bercetche break down the details.See omnystudio.com/listener for privacy information.

Jul 31, 20245 min

Instant Reaction: Microsoft, AMD Earnings

Bloomberg Businessweek breaks down earnings from Microsoft and AMD with Senior Portfolio Manager at Synovus Trust Dan Morgan and Bloomberg Technology Co-Host Ed Ludlow.Hosts: Carol Massar and Tim Stenovec See omnystudio.com/listener for privacy information.

Jul 30, 202420 min

US Consumer Confidence Rises, Tech Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, discusses U.S consumer confidence data. Michael Smith, Senior Reporter on Bloomberg's National Team, discusses Ken Griffin spending tens of millions of dollars to back Republican primary candidates across the U.S. Sarah Samuels, Head of Investment Manager Research, at NEPC, takes a look at what big institutional investors, clients, and hedge funds are doing. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to look ahead to tech earnings. Tyler Rosenlicht, Head of Natural Resource Equities, at Cohen & Steers, talks energy markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses JetBlue earnings. Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.

Jul 30, 202442 min

McDonalds Sales Fall, Bitcoin Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Mary Ann Bartels, Chief Investment Strategist for Sanctuary Wealth, discusses her outlook on the markets. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, talks about Bitcoin approaching a record high. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Duncan Fox, Bloomberg Intelligence Consumer Staples Analyst, talks Heineken earningsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 29, 202444 min

Harris Campaign, US Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses Joe Biden dropping out of Presidential race, and what a Harris Presidency could mean for investors. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Astrazeneca CFO Aradhana Sarin, discusses company earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jul 26, 202438 min

Core PCE Rises at Mild Pace

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lauren Saidel-Baker, Economist and Senior Consulting Speaker, at ITR Economics discusses U.S PCE data. Tom Schoenberg, Bloomberg Senior Reporter, discusses U.S authorities accusing famed short-seller Andrew Left of committing fraud. Steven Major, Global Head of Fixed Income Research at HSBC, discusses the latest on the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on Kamala Harris’s presidential campaign. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market.Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.

Jul 26, 202437 min

US GDP Rises, Airline Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent economic data in the U.S. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, on Southwest and American Airlines earnings. Aradhana Sarin, Chief Financial Officer, at Astrazeneca, discusses company earnings. Sean Hehir, Principal and Managing Partner at Trinity Investments, discusses the state of commercial real estate. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, talks about recent luxury earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 25, 202439 min

Tesla, Alphabet Shares Slump

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Sonny Kalsi, Co-Chief Executive Officer of BGO, discusses the state of commercial real estate. Max Abelson, Bloomberg News Finance Reporter, discusses the directive of Wall Street Democratic donors to raise lots of money for Vice President Kamala Harris’s presidential campaign. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 24, 202442 min

UPS Shares Fall, Harris Campaign

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S presidential race. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. Chris Wright, CEO of Liberty Energy, discusses the energy sector. Kevin Tynan, Director of Research at The Presidio Group, previews Tesla earnings, and discusses the state of auto industry. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 23, 202442 min

Biden Drops Out, Harris Gains Support

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses Joe Biden stepping down, and what a Kamala Harris presidency could mean for investors. Wendy Schiller, Professor at Brown University and Interim Director of the Watson Institute, discusses the political implications of Joe Biden dropping out of the presidential race. Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics, discusses the macroeconomic impact of Biden dropping out. Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses how tax plans could look under a Kamala Harris presidency. Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses the latest on the markets, and gives reaction to Biden dropping out.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 22, 202443 min

Introducing 'Here's Why' - Complex News Stories Explained

Listen to the 'Here's Why' podcast: - on Apple: https://apple.co/3Lg3RGn - on Spotify: https://spoti.fi/3LiIX9q - or Anywhere: https://bit.ly/3xYsHHy. Each episode of 'Here's Why' uses experts at Bloomberg to explain one news story in just a few minutes.See omnystudio.com/listener for privacy information.

Jul 21, 20240 min

Trump Interview, Tesla Hiring, U.S Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Brad Stone, Bloomberg Businessweek Editor, talks about Bloomberg Businessweek's interview with former President Donald Trump. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses recent U.S election research. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla looking to hire nearly 800 new employees. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks United Airlines earnings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jul 19, 202438 min

Global IT Crash, RNC Recap, Netflix Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses this morning’s global IT outage. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, and Annmarie Hordern, Chief Political Correspondent and Anchor of Bloomberg Surveillance, recap this week’s Republican National Convention. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. Ken Leon, Director of Equity Research at CFRA Research, talks Netflix earnings.Hosts: Alix SteelSee omnystudio.com/listener for privacy information.

Jul 19, 202442 min

Amazon Prime Day Sales, Blackstone Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon Prime Day results. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Joseph Brusuelas, Chief Economist at RSM, discusses his outlook for the U.S economy and the markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses United Airlines earnings. David O'Reilly, CEO of Howard Hughes, talks about the state of commercial real estate.Hosts Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.

Jul 18, 202440 min

China Trade Curbs, Trump Interview

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Enda Curran, Bloomberg Global Economy Reporter, discusses the U.S warning allies of tougher trade rules in China. Brad Stone, Bloomberg Businessweek Editor, discusses Bloomberg Businessweek's interview with former President Donald Trump. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses his most recent U.S election research. Tali Miller, Chief Business Officer, at REE Automotive, discusses the state of the EV industry and recent company news.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 17, 202441 min

US Bank Earnings, Tesla Hiring

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanley earnings. Craig Trudell, Bloomberg Global Autos Editor, talks about Tesla looking to hire 800 new employees. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, discusses U.S Retail sales. Douglas Durst, Chairman of the Durst Organization, talks about the state of commercial real estate. Jodi Schneider, Political News Director for Bloomberg TV and Radio, recaps Monday at the Republican National convention in Milwaukee.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 16, 202441 min

Goldman Profit Surges, Trump Shooting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Goldman Sachs earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss a Trump assassination attempt, and where swing voters stand in the presidential race. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 15, 202440 min

Surveillance Special: Trump Assassination Attempt

Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump. They speak with: Hadriana Lowenkron, Bloomberg News reporter Terry Haines, Pangea Policy founder Jordan Fabian, Bloomberg News white house correspondent Wendy Schiller, Director of the Taubman Center for American Politics and Policy, Brown University Henrietta Treyz, Veda Partners managing partner Rick Davis, Bloomberg politics contributor and partner at Stone Court Capital Joe Mathieu, host of Bloomberg Balance of Power Jeanne Sheehan Zaino, Bloomberg politics contributor and Iona University political science professor Nancy Cook, Bloomberg News Senior national political correspondent Greg Valliere, AGF Investments Chief U.S. Policy Strategist Mick Mulroy, Lobo Institute co-founder Jack Devine, Arkin Group President See omnystudio.com/listener for privacy information.

Jul 14, 20242h 26m

Eli Lilly, Morphic Deal, Delta Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly agreeing to buy U.S. gut-drug maker ‘Morphic’ for about $3.2 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Microsoft and Apple dropping plans to take board roles at OpenAI. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Delta Airlines earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q. Martin Tengler, Bloomberg BNEF Head of Hydrogen Research, discusses hydrogen, and why it’s important as we move towards a green future.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jul 12, 202436 min

U.S Consumer Sentiment Falls, Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about a new AT&T hack. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Biden's news conference on Thursday. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, recaps this week's NATO summit.Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.

Jul 12, 202445 min

Citadel Trading Plan, U.S CPI, Delta Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Citadel Securities crafting a plan to shakeup banks' trading desks. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Steven Jacobs, President of Ten-X, talks about the state of commercial real estate. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks about Delta airlines earnings.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 11, 202443 min

OpenAI Board Plans, Powell House Testimony

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Microsoft and Apple dropping plans to take board roles at OpenAI. Steve Matthews, Bloomberg Federal Reserve Reporter, previews Fed Chair Jay Powell’s testimony before the House Financial Services Committee.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jul 10, 202416 min

Eli Lilly to Purchase Morphic, Green Hydrogen

Watch Bloomberg Intelligence LIVE every day on YouTube: http://bit.ly/3vTiACF.On today's podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly agreeing to buy Biotech company Morphic. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management. Sean O'Hara, President of Pacer ETFs, on current state of ETFs. Jared Dillian, author and Founder of The Daily Dirtnap, on what investors should be looking out for. And Martin Tengler, Bloomberg BNEF Head of Hydrogen, on US climate goals using clean hydrogenSee omnystudio.com/listener for privacy information.

Jul 8, 202447 min

Airbnb Rentals for Paris Olympic Games, Climate Goals at Risk

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this weekend’s podcast: Dave Stephenson, Airbnb Chief Business Officer, on how Airbnb rentals has been impacted by the Paris 2024 Olympic Games. Edward Norton, actor and Founder of Zeck, on his cloud-based software platform transforming board meetings. Andrew John Stevenson, Bloomberg Intelligence Senior ESG Climate Analyst on the demise of the Chevron rule and what that means for climate goals. Peter Voser, ABB Chairman, on how his company is utilizing electrification and automation to enable a more sustainable and resource efficient future. John Ketchum, Chairman and President of Nextera Energy, on how his company is providing clean energy to residents in Florida. And Sung Choi, BloombergNEF Metals and Mining Analyst, on issues with supply and prices of metals used in the energy transition. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jul 5, 202438 min

House Democrats Consider Demanding Biden Withdraw From Race

Watch Bloomberg Intelligence LIVE every day on YouTube: http://bit.ly/3vTiACF.On today's podcast: Bloomberg News Congressional Reporter Billy House on breaking news that House Democrats are considering demanding President Biden to withdraw from race. Bloomberg Intelligence US Media Analyst Geetha Ranganathan on Paramount's expected deal with Skydance Media. Bloomberg Equities reporter Alexandra Semenova on JPMorgan’s Kolanovic's Exit. And Steve MIller, Chairman of ISM on latest ISM data from June. Today's show is hosted by Tim Stenovec, Mike Regan and Alix Steel.See omnystudio.com/listener for privacy information.

Jul 3, 202429 min

Fed on Disinflationary Path, Airbnb CBO on Paris Rentals

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Ira Jersey, Chief US Interest Rate Strategist, on the Fed's path to interest rate cuts this year after Fed Chair Jay Powell's panel in Europe. Ben Gliklich, CEO of Element Solutions on providing chemical technology that powers semiconductors. Andrew John Stevenson, BI Senior ESG Climate Analyst on the demise of the Chevron rule. And Dave Stephenson, Chief Business Officer at Airbnb, on how vacation rentals has been impacted by the Paris 2024 Olympic Games.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jul 2, 202430 min

2024 Hurricane Season, Latest on Boeing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Matthew Palazola, Bloomberg Intelligence Senior Analyst of P&C Insurance on Hurricane Beryl and an overview on the 2024 Hurricane Season. And George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst on Boeing's legal challenges and their plan to buy back Spirit AeroSystems. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jul 1, 202417 min

Instant Reaction: Supreme Court Immunity Ruling

The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg's Paul Sweeney and Alix Steel get instant reaction.See omnystudio.com/listener for privacy information.

Jul 1, 202440 min

Apple EU Warning, Carnival Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over alleged App store abuses. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses China floating perks for German carmakers in bid to stop EV levies. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America Restaurants and Foodservice. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses his Bloomberg Big Take story: “The Last 72 Hours of Archegos.” Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Bo Qin, Bloomberg BNEF Lead U.S Carbon Analyst, talks about the global carbon market and the price trends in the US and global market.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jun 28, 202437 min

SCOTUS Opinions, Debate Reaction

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show and Anthony Sabino, Professor at St John’s University Tobin College of Business, discuss the Supreme Court overturning a Chevron rule. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Caroline Fredericson, Senior Fellow at Brennan and Strategic Councilor on Democracy and Power at Open Markets Institute, discuss a SCOTUS ruling backing a Jan 6th defendant. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses last night's U.S Presidential debate. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, talks about today’s economic data in the U.S.Hosts: Alix Steel and Emily GraffeoSee omnystudio.com/listener for privacy information.

Jun 28, 202448 min

Instant Reaction: 2024 CNN Presidential Debate

Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn. See omnystudio.com/listener for privacy information.

Jun 28, 202416 min

SCOTUS Abortion Ruling, Walgreens and Micron Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses today’s U.S Supreme Court ruling on abortion. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of today’s SCOTUS ruling on the Presidential election, and looks ahead to tonight's Presidential debate. Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, breaks down Micron earnings. Kate Richard, Founder and CEO of Warwick Investment Group, discusses investing in oil and gas and in energy transition metals. Jonathan Palmer, Senior Healthcare Analyst at Bloomberg Intelligence discusses Walgreens earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 27, 202439 min

Bloomberg Exclusive: Supreme Court Abortion Ruling

The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. See omnystudio.com/listener for privacy information.

Jun 26, 202410 min

SCOTUS Social Media Ruling , FedEx Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Live from Bloomberg Invest Event in NYC* Bloomberg’s John Tucker and June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discuss the US Supreme Court clearing the Biden administration to communicate freely with social media companies. Thomas Black, Bloomberg Opinion Columnist who covers logistics, manufacturing and aerospace, discusses FedEx earnings. Clark Cheng, CEO & Chief Investment Officer, at Merrimac Corporation, discusses a panel he’s speaking on about meeting the needs of the rising generation. Rebecca Lynn, Co-Founder & General Partner, at Canvas Ventures, discusses the current environment for private investment, and how AI is making its way into all corners of the market. Emily Green, Head of Wealth Management, at Ellevest, joins to discuss a nationwide survey across generations focused on the Great Wealth Transfer. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses the Bloomberg Big Take story: “The Last 72 Hours of Archegos.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 26, 202443 min

US Consumer Confidence Falls, Carnival Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Live from Bloomberg Invest Event in NYC* Dana Peterson, Chief Economist at the Conference Board, discusses the latest consumer confidence data. Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Daniel Morillo, Co-Founder and Head of Quantitative Strategies, at Freestone Grove Partners, joins to discuss panel he is speaking on about the impact of artificial intelligence on the future of finance. Ed Cass, Chief Investment Officer, at CPP Investments, discusses his panel, and how the company is thinking about allocations to bonds, equities, and cash down the road. Kristin Roth DeClark, Global Head of Technology Investment Banking, at Barclays, discusses her panel about the role of private capital in technological innovation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 25, 202439 min

CDK Hack, Apple EU Warning

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the state of EVs. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over App store abuses. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America restaurants and food service. Mike Hyter, President and CEO of the Executive Leadership Council (ELC,) discusses the most important issues the membership is dealing with today.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 24, 202445 min

Boeing Latest, Lennar Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses this week’s Boeing whistleblower report. Mark Bergen, Bloomberg Technology Reporter, discusses the story he co-authored titled “Google DeepMind Shifts From Research Lab to AI Product Factory.” Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security at Johns Hopkins Bloomberg School of Public Health, talks about a flesh eating bacteria spreading in Japan. Girish Saligram, President and CEO at Weatherford International, discusses how his company is rebounding post-bankruptcy. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about BNEF's global long-term Electric vehicle forecast.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jun 21, 202439 min

SCOTUS Gun Ruling, ETF Reshuffle

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Andrew Willinger, Executive Director, Duke Center for Firearms Law, discuss the U.S Supreme Court upholding a US gun ban in domestic violence cases. James Seyffart, Bloomberg Intelligence ETF Research Analyst, discusses a big reshuffle of a $71 billion ETF looming. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Canada reportedly preparing tariffs on Chinese EVs. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses her midyear uutlook for US Mortgage-Backed Securities.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 21, 202442 min

SCOTUS Tax Ruling, US Housing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses the latest SCOTUS ruling about a U.S tax on foreign business income. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses U.S Housing starts data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Dell saying that it’s building a “Dell AI factory” for Elon Musk’s startup xAI alongside Nvidia. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds taking on competitors with a new promotion. Thomas Healy, Founder and CEO of Hyliion, discusses the importance of capitalizing on off grid power generation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 20, 202436 min

Boeing Report, US Retail Sales

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security, at Johns Hopkins Bloomberg School of Public Health, discusses rising cases of a disease caused by a rare “flesh-eating bacteria” in Japan. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, talks about her journey to the C-Suite in finance.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 18, 202446 min

French Market Volatility, EV Forecast

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses recent turmoil in European markets. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Mark Bergen, Bloomberg Technology Reporter, discusses the story: “Google DeepMind Shifts From Research Lab to AI Product Factory.” Girish Saligram, President and CEO at Weatherford International (NASDAQ: WFRD) discusses recent company announcements. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses BNEF's global long-term Electric vehicle forecast.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 17, 202448 min

Oracle Earnings, EU China Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.In this week's podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to break down Oracle earnings. Alex Harris, Bloomberg Short-term Interest Rates Reporter, talks about the Bloomberg Big Take story: “Talent Exit at Williams’ New York Fed Stokes Concern on Its Sway.” Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses his Opinion column: “Macron Plays Fast and Loose With Investor Faith.” Craig Trudell, Bloomberg Global Autos Editor, discusses news that the EU will impose additional tariffs on EV imports from China. John Ketchum, President and CEO of NextEra Energy (NYSE: NEE), discusses how power demand is dramatically increasing. Sung Choi, Bloomberg BNEF Metals and Mining Analyst, talks about an issue with the supply and prices of metals used in the energy transition.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jun 14, 202439 min

US Consumer Sentiment Falls, Bump Stock Ban Tossed

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, to discuss the latest consumer sentiment data from UMich. Harold Krent, Professor of Law, at Chicago-Kent College of Law, talks about a bump stock ban being tossed out by the U.S Supreme Court. David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla investors re-approving Elon Musk’s compensation. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest on the markets. Ying McGuire, President & CEO of National Minority Supplier Development Council (NMSD,) will discuss how attacks on DE&I are heating up and diversity initiatives in workplaces are either being eliminated, or they are in danger.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 14, 202436 min

SCOTUS Abortion Pill Ruling

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Wendy Schiller, Professor at Brown University, discusses the US Supreme Court preserving full access to a widely used abortion pill. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Salih Yilmaz, Bloomberg Intelligence Senior Energy Analyst, discusses recent research surrounding oil prices. Oscar de Bok, CEO of DHL Supply Chain, talks about supply chains and shipping logistics. Ashley Fox, CEO and Founder of Empify, discusses her fintech startup that helps people build wealth.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 13, 202444 min

Instant Reaction: Supreme Court Backs Full Access to Abortion Pill

The Supreme Court preserved full access to a widely used abortion pill in a case that carried major stakes for reproductive rights and election-year politics. Bloomberg's Paul Sweeney and Alix Steel bring you instant reaction from our Bloomberg News team.See omnystudio.com/listener for privacy information.

Jun 13, 202414 min

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.

Jun 12, 202424 min

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Jun 12, 202428 min