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Bloomberg Intelligence

Bloomberg Intelligence

3,407 episodes — Page 14 of 69

US CPI Cools, EU China EV Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses U.S CPI data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, talks about today’s Fed decision. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, gives his outlook for the markets. Craig Trudell, Bloomberg Global Autos Editor, discusses news that European Union will impose extra tariffs on electric cars shipped from China as of next month. John Ketchum, President and CEO of NextEra Energy (NYSE: NEE), discusses how power demand is dramatically increasing.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 12, 202444 min

Apple Shares Rise to a Record, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses Apple's news from its’ Worldwide Developers Conference. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, looks ahead to tomorrow’s U.S CPI data and Fed meeting. Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses his Opinion column: “Macron Plays Fast and Loose With Investor Faith.” Robin Erickson, Vice President, Human Capital for the Conference Board, discusses the board's new survey on why mandating on-site work makes it much harder to hold on to your workers.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

Jun 11, 202435 min

Apple AI Plans, EU Elections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's Worldwide Developers Conference. David Powell, Senior Euro-Area Economist for Bloomberg Economics, talks about the EU election results and its impact on European economies. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Alex Harris, Bloomberg Short-term Interest Rates Reporter, discusses the Bloomberg Big Take story: “Talent Exit at Williams’ New York Fed Stokes Concern on Its Sway.” Ken Fisher, Partner at Fisher Brothers, discusses the state of commercial real estate.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 10, 202442 min

HPE Earnings, Mnuchin Chases Wall Street Glory

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses HPE earnings. Peter Voser, Chairman of ABB, talks about what he's seeing in efforts to electrify and automate hard-to-decarbonize industries, and how best to scale manufacturing of EV charge. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Kyle Harrison, Head of Sustainability Research at BloombergNEF, talks about new carbon offset guidelines from the U.S. Archie Hunter, Bloomberg Commodities Reporter, discusses Trafigura earnings. Max Abelson, Bloomberg News Finance Reporter, discusses his Bloomberg Big Take story: “Mnuchin Chases Wall Street Glory With War Chest of Foreign Money.”The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Jun 7, 202438 min

US Jobs Surge Reignites Fed Debate

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the May U.S jobs report and employment trends. David Dietze, Senior Investment Strategist at Peapack Private, gives market reaction to Friday's jobs report. Scott Carpenter, Bloomberg Bond Market Reporter, discusses the Bloomberg Big Take Real Estate story: “Wall Street CLO Machine Wipes Out Apartment Investor.” Joe Mysak, Editor of the Bloomberg Brief: Municipal Market, joins to discuss the muni bond market. Laura Modi, CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act, inclusion in finance, and leadership.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 7, 202445 min

U.S Tech, Lululemon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft, Nvidia, and Apple being worth more combined than China’s stock market. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, breaks down Lululemon earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Norman Chen, CEO of the Asian American Foundation, talks about his foundation, and a portfolio strategy investing and innovating across four core pillars: anti-hate, education, narrative change, resources & representation. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about his recent market commentaries.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

Jun 6, 202441 min

US Services Activity Rebounds, Modi Wins Backing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Live at BNY MELLON'S INSITE Conference in Nashville, TN*Anthony Nieves, Chair of the ISM Services Business Committee, discusses US ISM Services Index data. Enda Curran, Bloomberg Global Economy Reporter, talks about Indian Prime Minister Narendra Modi winning crucial backing from two key allies in his coalition, allowing him to form a government and extend his decade in power. Ainslie Simmonds, President of Pershing X, Global Head of Strategy for BNY Mellon’s Pershing, and Head of the Product Management Practice at BNY Mellon, discusses her keynote and new role. Noam Tasch, Head of Revenue and Partnerships, for BNY Mellon’s Pershing X, and Mohan Gurupackiam, Chief Information Officer, at Steward Partners, talk about how Pershing works with Steward Partners and their perspectives on technology fueling growth. Hanneke Smits, Global Head of Investment Management, for BNY Mellon, discusses planned announcements from IM. Lisa Lewin, Director of Prime Services, for BNY Mellon’s Pershing, discusses how alternatives are becoming increasingly accessible to HNW investors.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 5, 202445 min

U.S JOLTS, India Elections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Live at BNY MELLON'S INSITE Conference in Nashville, TN*Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S job openings. Dan Strumpf, Bloomberg Senior Reporter in New Delhi, discusses the latest on India’s elections. Jim Crowley, Global Head of BNY Mellon's Pershing, discusses themes from his keynote and Pershing’s Business Strategy. Emily Schlosser, Chief Operating Officer, BNY Mellon’s Pershing, talks about themes from her Insite keynote, and how better operations result in better client service. Ben Harrison, Head of Wealth Solutions, BNY Mellon’s Pershing, discusses Pershing's $1B+ strategy and RIA growth trends. Sareena Dalla Brookshire, Chief Product Officer, BNY Mellon’s Pershing, talks about product innovation and managementHosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jun 4, 202446 min

US Factory Activity Contracts, OPEC Meeting

Bloomberg Intelligence: US Factory Activity Contracts (Podcast)Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s manufacturing PMI release. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses Nvidia and AMD’s attempts to take control of AI. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Peter Voser, Chairman of ABB, on what he's seeing in efforts to electrify and automate hard-to-decarbonize industries, and how best to scale manufacturing of EV charge. Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, joins to discuss the most recent OPEC meeting.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jun 3, 202434 min

Conoco Deal, American Air Guidance, Musk Empire

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses ConocoPhillips agreeing to acquire Marathon Oil in an all-stock deal valuing the company at about $17 billion. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about Apple’s China iPhone Shipments. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses American Airlines profit guidance. Oliver Metcalfe, BNEF Head of Wind Research, talks about floating offshore wind prices. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks about earnings from Dick's Sporting Goods. Kurt Wagner, Bloomberg Tech Reporter, discusses his Big Take piece: titled “Tesla’s Slump Exposes Elon Musk’s Distractions Across His Empire.”The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

May 31, 202438 min

Core PCE Data Cools , Trump Conviction

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Elias Sabo, CEO of Compass Diversified, discusses Core PCE Deflator eco data. Scott Rechler, CEO and Chairman of RXR, discusses the latest in commercial real estate. Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, talks about the legal implications of former President Donald Trump's guilty verdict. Joe Mathieu, Co-Host of Bloomberg Balance of Power, recaps former President Donald Trump's press conference. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses his Big Take story: “Wall Street Billionaires Rush to Back Trump, Verdict Be Damned.”Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 31, 202441 min

INSTANT REACTION: Donald Trump Becomes First Former US President Guilty of Crimes

Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. See omnystudio.com/listener for privacy information.

May 30, 202422 min

Salesforce, Kohl's Shares Plunge, Musk Empire

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, breaks down Kohl's earnings. Gerard Hart, CEO, President and Director, of Red Robin Gourmet Burgers, discusses recent earnings results. Kurt Wagner, Bloomberg Tech Reporter, discusses his Big Take story: “Tesla’s Slump Exposes Elon Musk’s Distractions Across His Empire.” Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 30, 202444 min

Evolving Money: Birth of a New Asset Class (Sponsored Content)

Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

May 30, 202415 min

Cleveland Fed Names President, ConocoPhillips & Marathon Deal

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Matthews, Bloomberg Federal Reserve Reporter, discusses the Federal Reserve Bank of Cleveland appointing Beth Hammack, a Goldman Sachs veteran, as its next president. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, joins to talk about ConocoPhillips agreeing to acquire Marathon Oil. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook for the markets. David Voreacos, Bloomberg Legal Reporter, talks about the latest on former President Donald Trump’s hush money trial. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at the TCW Group, discusses the latest on the fixed income space.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 29, 202438 min

The Return of T+1 Stock Trading, Pricing Offshore Wind

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Larry Tabb, BI Director of Market Structure Research, on Wall Street Returns to T+1 Stock Trading After a Century. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C.) on his market macro-outlook and insurance landscape. Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Apple’s China iPhone Shipments Up 52%. And Oliver Metcalfe, BNEF Head of Wind Research, on floating offshore wind prices.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 28, 202435 min

Nvidia and Target Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Eamon Farhat, Bloomberg European Power and Renewables Reporter, discusses the BNEF report: “Is Net Zero by 2050 Still Possible? Yes, But It’ll Cost 19% More.” Jodi Schneider, Political News Director for Bloomberg TV and Radio, breaks down the latest Bloomberg Morning Consult poll from May. Edward Norton, Co-Founder of Zeck, joins to discuss starting a company to fix board meetings.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

May 24, 202437 min

Avian Flu Spreads, Remembering George Floyd

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Lisa Jarvis, Bloomberg Opinion columnist on testing farmers for bird flu. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, on mortgage lending. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, to discuss the latest on the markets. And Marc Morial, CEO, National Urban League, on the anniversary of George Floyd's death and what has changed in law enforcement tactic since then. Hosts: Alix Steel and Mike Regan See omnystudio.com/listener for privacy information.

May 24, 202431 min

Nvidia Shares Surge as Sales Forecast Delivers

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Joel Levington, Bloomberg Intelligence Global Director of Credit Research, previews Bloomberg's Autopalooza event next week. Bloomberg TV Anchor Matt Miller joins to preview his upcoming Hot Pursuit podcast.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 23, 202440 min

Instant Reaction: Nvidia Forecast Shatters Estimates

Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust.See omnystudio.com/listener for privacy information.

May 22, 202413 min

Anglo Opens BHP Talks, Target Earnings, UK Election

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Grant Sporre, Bloomberg Intelligence Global Head of Metals and Mining, discusses the latest with the BHP bid to buy Anglo American. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Jodi Schneider, Political News Director for Bloomberg TV and Radio, breaks down the latest Bloomberg Morning Consult poll from May. Bloomberg News Reporter James Woolcock discusses breaking news of UK Prime Minister Rish Sunak calling for a general election on July 4th.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 22, 202444 min

Macy’s Beats on Profits, Lowe's Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Rachel Ten Brink, General Partner at Red Bike Capital, discusses Macy’s earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Dr. Jeff Chamberlain, CEO of Volta Energy Technologies, talks about Volta battery technology. Diederik Baazil, Bloomberg Dutch Government Reporter, on his piece: “ASML, TSMC Can Disable Chip Machines If China Invades Taiwan.” Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest economic commentary and preview tomorrow’s Fed minutes.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 21, 202444 min

JPMorgan Investor Day, Iran Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses JPMorgan Chase’s investor day. Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Bobby Ghosh, Bloomberg News Senior Editor, discusses the latest news out of Iran, along with his key findings from last week's Qatar economic forum. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest commodities news. Edward Norton, Co-Founder of Zeck, discusses starting a company to fix board meetings.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 20, 202443 min

Walmart and Home Depot Earnings, China Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses how Tesla's distractions have created space for competitors in the US.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

May 17, 202440 min

Gamestop Extends Rout, Reddit & OpenAI Pact

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks GameStop and recent meme stock mania. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Reddit forging a pact with OpenAI. Ryan Fox, Bloomberg Intelligence Analyst Covering Paper Packaging, discusses his recent report, on his mid year outlook for box shipments. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, talks about her outlook for ESG ETFs.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 17, 202440 min

Walmart Shares Surge, Deere Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, Head of Real Estate Strategy & Research at Cohen & Steers, discusses the latest on commercial real estate. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Rich Lesser, Global Chair at the Boston Consulting Group, discusses three topics that are at the top of the agenda for CEOs in 2024: scaling AI to deliver value; cost management and productivity; and prioritizing climate action. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 16, 202442 min

AMC Seizes on Meme Stock Mania, US Core CPI Cools

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst & Young, discusses U.S CPI data. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Demmert, Chief Investment Officer at Main Street Research, gives his outlook for the markets. Sharon Marcil, North America Chair of the Boston Consulting Group, discusses why Generative AI is taking center stage for CEOs across nearly all sectors.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 15, 202446 min

Powell Urges Patience for Fed, Biden's China Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, helps to recap comments from Fed Chair Jay Powell. Eric Martin, Bloomberg International Economic Reporter, discusses President Biden’s China tariffs. Patrick Kennedy, Founding Partner at All Source Investment Management, discusses the current state of private credit, and private equity investments in sports teams. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Brian Collie, Global Leader: Automotive, at Boston Consulting Group, discusses electric vehicle adoption.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 14, 202435 min

Anglo Rejects BHP Again , Hwang Trial

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alon Olsha, Bloomberg Intelligence Senior Metals and Mining Analyst, discusses BHP saying Anglo American has rebuffed an improved takeover offer. Sonali Basak, Bloomberg Television Anchor, discusses Archegos Capital Management founder Bill Hwang's trial. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook for the markets. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about how Tesla's distractions have created space for competitors in the US. Sesh Iyer, North America Co-Chair, of the Boston Consulting Group, discusses helping clients think through the levels of value for new AI.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 13, 202442 min

Disney and Tyson Earnings, TikTok Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intel’s revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest TikTok news. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about 2024 bonuses on Wall Street. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Tyson Foods.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

May 10, 202437 min

Biden Set to Hit China EVs With Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses potential U.S tariffs on China EVs. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about the latest consumer sentiment data from UMich. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Allan Schweyer, Principal Researcher, Human Capital, at The Conference Board, discusess the board's national survey about how satisfied Americans are with their jobs following the Great Resignation. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI.Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

May 10, 202439 min

Apple’s Succession Plans, Warner Brothers Discovery Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses his Big Take story “The Apple Insiders in the Running to Succeed Cook.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Niraj Patel, Bloomberg Intelligence Senior Software Analyst, join to discuss Alphabet, Hubspot talks. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses his recent note on TikTok. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Warner Brothers Discovery earnings. Loren Grush, Bloomberg U.S Space Reporter, discusses Bloomberg's Space vertical launch.Hosts: Alix Steel and Molly SmithSee omnystudio.com/listener for privacy information.

May 9, 202444 min

Uber Bookings Miss Estimates, TikTok Lawsuit, Intel Revenue

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses earnings from Uber, Lyft, and Reddit. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPhone shipments. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest on a potential TikTok ban in the U.S. Michael Shepard, Bloomberg News Senior Editor, talks about Intel seeing revenue falling as a result of a new US ban on chip exports to Huawei Technologies. Paulina Cachero, Bloomberg Personal Finance Reporter, and Paige Smith, Bloomberg Consumer Finance Reporter, discuss their Bloomberg Big Take story: “Americans Are Racking Up ‘Phantom Debt’ Wall Street Can’t Track.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

May 8, 202444 min

Apple Revamps iPads, Disney Earnings, Tesla Probe

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Council, talks about pressures to phase out natural gas. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla facing a July 1st deadline to provide US regulators with information about its biggest-ever recall. Hosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.

May 7, 202444 min

Berkshire Hathaway Meeting, Google Trial, Tyson Foods

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses Berkshire Hathaway’s annual meeting. Brian Krawez, President at Scharf Investments, discusses the latest on the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses what’s at stake in the Google trial on antitrust charges. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks about earnings from Tyson Foods. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the marketsHosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.

May 6, 202448 min

Amazon Earnings, Musk in China, Intel in Ohio

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonald’s earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, breaks down earnings from New York Community Bank. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses his Bloomberg Big Take story: “Intel is Betting $28 Billion on Making Ohio a Global Chips Capital.” Pol Lezcano, BloombergBNEF Senior Associate, discusses potential US tariffs on solar imports.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

May 3, 202439 min

US Services Index Shrinks, Jobs Report, Apple Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Apple earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

May 3, 202430 min

Instant Reaction: Apple Beats on Sales and Earnings

Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing. The results came as a relief to investors, who have been waiting for the iPhone maker to pull out of a long slump. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Bloomberg News Chief Technology Correspondent Mark Gurman and Synovus Trust Senior Portfolio Manager Dan Morgan for analysis and reaction. See omnystudio.com/listener for privacy information.

May 2, 202420 min

Peloton Tumbles After Layoffs , Tech Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businessweek Senior Reporter, talks about his Big Take story “Intel Bets $28 Billion to Make Ohio a Global Chips Hub.”Wetteny Joseph, Chief Financial Officer at Zoetis, discusses company earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

May 2, 202438 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.

May 1, 202426 min

US Factory Activity Shrinks, Fed Meeting, Amazon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today’s Fed meeting and his outlook for the US economy. Priya Misra, Fixed Income Portfolio Manager, at JP Morgan Asset Management, discusses the latest on the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

May 1, 202439 min

Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand

Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior Technology Analyst Anurag Rana for instant reaction and analysis. See omnystudio.com/listener for privacy information.

Apr 30, 202416 min

US Consumer Confidence Slumps , Paramount Earnings, Tech Preview

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down McDonalds earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Apr 30, 202438 min

Instant Reaction: Paramount CEO Bob Bakish Is Out

Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior executives — film and kids programming chief Brian Robbins, Showtime/MTV head Chris McCarthy and George Cheeks, who leads CBS — will run the company, according to a statement released Monday. Bloomberg TV and Radio hosts Romaine Bostick, Scarlet Fu, Tim Stenovec and Emily Graffeo discuss the news. Then, Tim and Emily speak with Bloomberg News Entertainment Editor Chris Palmeri for analysis and reaction. See omnystudio.com/listener for privacy information.

Apr 29, 20249 min

Elon Musk Visits China, Apple iPad Hit by EU Rules

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Pol Lezcano, BloombergBNEF Senior Associate, talks about the latest on new US tariffs on solar imports. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Apr 29, 202442 min

Tesla, Boeing, UPS Earnings, Morning Consult Poll

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, hosts Paul Sweeney and Guest-Host Molly Smith speak with Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, on Tesla earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, talk about how Salesforce’s takeover talks with Informatica are said to be cooling off. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Gregory Korte, Bloomberg News White House and Political Correspondent, talks about the latest Bloomberg News morning consult poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, breaks down Boeing earnings. AstraZeneca CEO Pascal Soriot, discusses earnings from AstraZeneca.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Apr 26, 202439 min

Exxon Plunges, PCE Rises, Tech Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst (Oil & Gas,) discusses Exxon and Chevron earnings. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recap Microsoft and Alphabet earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Apr 26, 202441 min

Bonus Daybreak Special: Google, Microsoft Earnings with Gene Munster and Dan Ives

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Apr 26, 202412 min

Instant Reaction: Alphabet, Microsoft Beat Estimates

The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital. See omnystudio.com/listener for privacy information.

Apr 25, 202418 min

Meta Misfire, Market Selloff

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Kirkpatrick, Founder of Techonomy, recaps Meta earnings, and also previews Alphabet and Microsoft earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss economic data in U.S. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about today’s market selloff. James Abate, Managing Director & Chief Investment Officer, at Centre Asset Management, discusses the latest on the markets. Pascal Soriot, CEO of AstraZeneca, discusses AstraZeneca earnings.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.

Apr 25, 202447 min