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Bloomberg Intelligence

Bloomberg Intelligence

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Haley Ends 2024 Bid

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Josh Wingrove, Bloomberg White House Reporter joins the program to discuss Nikki Haley dropping out of the Presidential race. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Mar 6, 20248 min

SPECIAL COVERAGE: Super Tuesday Reaction

Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction.See omnystudio.com/listener for privacy information.

Mar 6, 202417 min

Target Profit Rises

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, talks about the impact of global shipping on the economy. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple’s iPhone sales in China dropping 24%.Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

Mar 5, 202440 min

Apple Hit with EU Fine

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple being hit with an EU fine over abusive App store rules.Live from NJIT: Michael Johnson, President of New Jersey Innovation Institute, discusses the role of AI. Beth Simone Noveck, Chief A.I. Strategist, State of New Jersey, talks about implementing NJ Governor Phil Murphy’s vision of having NJ lead the nation in the advancement of AI. Ivana Seric, Senior Product Scientist, at Zelus Analytics, discusses the role of AI in sports. Anita Jivani, Global Head of Innovation, at Avanade, Inc, discusses the future of work and training people for AI.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Mar 4, 202443 min

U.S Earnings, State of EVs and Hotels

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Senior Equity Analyst, who covers Retail for Bloomberg Intelligence, discusses Macy’s earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the state of the electric vehicle industry. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about why it’s likely Capital One’s bid for Discover will face a rigorous antitrust review by the DOJ. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Amazon is still working on ongoing initiatives to boost market share and profits. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, talks about the state of the hotel industry. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount 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.

Mar 1, 202439 min

Boeing in Talks To Buy Spirit Aero

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks to buy the supplier, Spirit AeroSystems. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to breakdown why New York Community Bancorp shares are sinking. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data from the University of Michigan.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Mar 1, 202437 min

Bloomberg Intelligence: Hyatt CEO Sees Positive Trends

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, joins the program to discuss his outlook for the hotel industry. Ted Smith, Co-Founder and President of Union Square Advisors, discusses M&A activity. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss today's economic data in the U.S. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount earnings. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down HP's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 29, 202447 min

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest on Bitcoin. Ann Berry, Founder & Managing Partner at Threadneedle, discusses her outlook for the markets. David Welch, Bloomberg Detroit Bureau Chief, discusses how the sudden demise of Apple’s car program impacts EVs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss U.S GDP data and politics. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at TCW, discusses the latest on the fixed income space.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 28, 202444 min

Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data from the Conference Board. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s earnings. Fernando Valle, Bloomberg Intelligence Senior Oil and Gas Analyst, discusses Exxon and Cnooc exploring a bid to snatch Guyana stake from Chevron. Haag Sherman, Chief Executive Officer and Chief Investment Officer of Tectonic Holdings, joins to discuss the energy sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss his latest Fed commentary. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 27, 202441 min

Bloomberg Intelligence: Berkshire Earnings Jump

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, joins to discuss her outlook for the markets. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's strength and ongoing initiatives to boost market share and profits. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a U.S antitrust review of Capital One’s bid for Discover. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 26, 202446 min

Bloomberg Intelligence: Nvidia Earnings, Bank Merger

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, discussed Nvidia’s blowout earnings results. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, joined to talk about Capital One agreeing to buy Discover Financial Services in a $35 billion all-stock deal. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discussed why restaurants are now confronting a slowdown in consumer spending. Gene Seroka, Executive Director of the Port of Los Angeles, joined to discuss his outlook for cargo volumes. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discussed Home Depot earnings. Craig Trudell, Bloomberg Global Autos Editor, discussed why President Biden’s dreams for electric vehicles are a nightmare for the U.S car industry. 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.

Feb 23, 202438 min

Bloomberg Intelligence: Nvidia Surges, Reddit U.S IPO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Nvidia breaching $2 trillion in market value, and Reddit filing for a U.S IPO. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Daniel Flatley, Bloomberg National Security Reporter, discusses U.S sanctions on Russia. Calvin Butler, Exelon CEO, joins to discuss the company’s fourth quarter earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Warner Brothers earnings.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.

Feb 23, 202444 min

Bloomberg Intelligence: Nvidia Surges after Blowout Results

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, joins to break down Nvidia earnings. Shana Sissel, President & CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins the program to discuss markets Gene Seroka, Executive Director of the Port of Los Angeles, gives his supply chain outlook moving forward. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Moderna earnings.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Feb 22, 202442 min

Bloomberg Intelligence: Biden Impact on U.S Carmakers, Fed Minutes, Nvidia Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden’s EV dreams are impacting U.S carmakers. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to share his latest thoughts on the Fed. Gene Munster, Managing Partner at Deepwater Asset Management, previews Nvidia earnings. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Kavita Gupta, Founder and Managing Partner of the Delta Blockchain Fund, joins to discuss the latest on Bitcoin and the crypto industry. Hosts: Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

Feb 21, 202447 min

Bloomberg Intelligence: Capital One, Discover Deal

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Capital One agreeing to buy Discover Financial. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss Home Depot earnings. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Conference Board U.S Leading Economic Index data. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, joins to discuss the latest on the markets. Terri Spath, Founder and CIO of Zuma Wealth, discusses her outlook for the markets.Hosts: Paul Sweeney & Bailey Lipschultz See omnystudio.com/listener for privacy information.

Feb 20, 202438 min

SPECIAL COVERAGE: Trump Hit With $364 Million Fine in NY Fraud Case

Tim Stenovec and Emily Graffeo host. Features analysis from Bloomberg legal investigative reporter Greg Farrell, Bloomberg politics contributor Jeanne Sheehan Zaino, Bloomberg Law host June Grasso and Bloomberg Legal Enterprise reporter Patricia Hurtado See omnystudio.com/listener for privacy information.

Feb 16, 202429 min

Bloomberg Intelligence: Oil Merger, U.S Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy reaching an agreement to buy Endeavor Energy. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks Hasbro earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount’s job cuts. Woo Jin Ho Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft earnings. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere 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.

Feb 16, 202437 min

Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Goldman Sachs boosting CEO David Solomon’s compensation. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike’s job cuts. Steve Steinour, Chairman, President, and Chief Executive Officer of Huntington Bank, discusses his outlook for U.S commercial real estate. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the preliminary release of Michigan consumer sentiment data. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss U.S Housing starts data. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 16, 202440 min

Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, breaks down U.S Retail Sales. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the latest in U.S commercial real estate. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 15, 202440 min

Bloomberg Intelligence: Lyft Margin Error, Uber Buyback Plan (Podcast)

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a clerical error in Lyft’s profit outlook, and Uber’s buyback plan. Brian Smoluch, Principal and Portfolio Manager of the Hood River Small Cap Growth Fund, discusses his outlook for the markets, and current stock picks. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to talk about Kraft earnings. Nancy Davis, Founder and CIO of Quadratic Capital Management, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 14, 202439 min

Bloomberg Intelligence: Paramount Job Cuts, Hot CPI

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount's job cuts. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss hot U.S CPI data. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Alan Armstrong, President and CEO at Williams, joins to discuss the natural gas industry’s progress around emissions reductions and technology innovation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 13, 202433 min

Bloomberg Intelligence: Oil Mega-Merger, Super Bowl

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy agreeing to buy fellow Texas oil-and-gas producer Endeavor Energy Resources in a $26 billion cash-and-stock deal. EDO CEO Kevin Krim, joins to discuss ad and streaming results post-Superbowl. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets, and this week’s economic data. Jennifer Oppold, Founder and Portfolio Manager at Alpine Peaks Capital, joins to discuss overall positioning in the market and long stock positions.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 12, 202436 min

Bloomberg Intelligence: Disney Earnings, Tesla Layoff Fears

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney earnings. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses UBS earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, joins to talk about Tesla stoking fears of layoffs. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about why Mideast war is hurting McDonalds sales. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, discusses Estee Lauder plans to cut up to 5% of its workforce.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.

Feb 9, 202438 min

Bloomberg Intelligence: Inflation Progress, Super Bowl Weekend

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss today's economic data in the U.S, and what comes next for the Fed. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Superbowl food and beverage sales. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss what we can expect to see over the weekend leading up to the Super Bowl from a retail and consumer perspective. Bloomberg Business of Sports Hosts Michael Barr and Damian Sassower, break down Super Bowl prop bets and what to expect from the big game.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 9, 202433 min

Bloomberg Intelligence: Inflation Risk, Disney Surges, Einhorn on Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss Fed policy and inflation. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney earnings. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses his interview with David Einhorn on ‘Masters in Business.’ Dan Griffith, Senior Vice President and Director of Wealth Strategy, at Huntington Private Bank, joins to discuss his outlook for the markets. Dustin Meyer, Senior VP of Policy, Economics and Regulatory Affairs at the American Petroleum Institute, discusses today’s U.S Senate ENR hearing examining the administration's pause on LNG export approvals.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 8, 202440 min

Bloomberg Intelligence: Tesla Stokes Layoff Fears, NYCB Talks

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potential job cuts. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to discuss New York Community Bank, and how it’s said to be in talks to offload mortgage risk. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses ESPN's joint sports streaming venture, and previews Disney earnings. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 7, 202438 min

UBS Earnings, Boeing Latest, Trump Denied Immunity

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses FAA Administrator Mike Whitaker’s Capitol Hill testimony. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Trump being denied immunity in a DC election case. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets in 2024. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 6, 202441 min

U.S Earnings, ISM Services Data

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, joins to discuss Estee Lauder’s stock surge and earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM services data. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest U.S eco data and her Fed outlook. Ben Gliklich, CEO of Element Solutions, discusses the latest on the tech sector, including semiconductor demand. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 5, 202440 min

UPS, Boeing Earnings, Tesla Profit Margins

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, we recap UPS earnings with Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klaskow. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss Boeing earnings. Bloomberg News Editor and Chief Emeritus Matt Winkler joins to discuss his latest column on why Tesla’s profit margins deserve more appreciation. Bloomberg Intelligence Senior Litigation Analyst Jennifer Rie discusses why the Amazon, iRobot deal fell apart. Blake Moret, Rockwell Automation CEO, also discusses 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.

Feb 2, 202436 min

U.S Tech Earnings, Jobs Report

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, discuss positive Meta and Amazon results. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses U.S tech earnings this week. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the January jobs report and employment trends. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets. Joanne Hsu, University of Michigan Surveys of Consumers Director, on discusses consumer sentiment data.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 2, 202437 min

U.S Tech, Jobs Preview, ISM Data, Peloton Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, preview Amazon and Apple earnings. Julia Pollak, Chief Economist at Zip Recruiter previews tomorrow’s U.S jobs report. Timothy Fiore, Chair for the Institute for Supply Management’s Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Blake Moret, Rockwell Automation CEO, discusses earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Peloton earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Feb 1, 202445 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.

Jan 31, 202425 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 Surveillance See omnystudio.com/listener for privacy information.

Jan 31, 202428 min

Boeing Suspends 2024 Forecast, NY Community Shares Plunge, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace and Airlines Analyst, joins to discuss Boeing earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses NY Community Bancorp shares plunging a record. Glen Smith, Chief Investment Officer at GDS Wealth Management, discusses his market outlook, and investment opportunities. Steve Purdy, Co-Head of Global Credit at TCW, joins to discuss the latest from the fixed income space. Kristina Hooper, Chief Global Markets Strategist at Invesco, gives her outlook for today’s Fed meeting.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Jan 31, 202442 min

UPS to Cut Jobs, US Consumer Confidence Climbs, Tech Earnings on Deck

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Consumer Confidence data. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins to discuss expectations for the upcoming FOMC meeting. Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klaskow joins to discuss the latest earnings from UPS and their plans to slash 12,000 jobs. Nimrit Kang, Chief Investment Officer at North Start Asset Management, joins to discuss markets and investing outlook for 2024. Tim Craighead, Bloomberg Intelligence European Equity Strategist and Director of Research, joins to discuss his 2024 outlook for the UK Equities market.Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Jan 30, 202448 min

Amazon Growth, Crypto ETF Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg’s Paul Sweeney and Guest-host Molly Smith speak with Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, on Amazon’s growth potential. Austin Reid, Global Head of Revenue & Business at FalconX discusses the latest with crypto ETFs. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management joins to discuss his market outlook, investing opportunities, and expectations for eco data this week. Katerina Simonetti, Senior Vice President of Morgan Stanley Private Wealth Management, discusses her outlook on the markets, investing.See omnystudio.com/listener for privacy information.

Jan 29, 202434 min

BONUS EPISODE: A Conversation About Middle East Boycotts Hitting Global Brands

Many shoppers in the Middle East, as well as in Muslim nations like Pakistan are shunning big foreign brands, driven by a wellspring of anger against Western countries for their support of Israel during the war with Hamas. In this special podcast, Bloomberg reporters Leen Al-Rashdan and Salma El Wardany discuss the effects of the boycott movements, speak to those who've changed their spending habits, and to businesses who've seen an increase in sales as consumers make the switch to more local brands. Hosted by Daybreak Europe's Stephen Carroll. For more from the team, check out the Daybreak Europe Podcast. Every episode delivers the day's top stories, with context, in just 15 minutes. Available every morning by 7am GMT in your feed. Subscribe On AppleSubscribe On SpotifySubscribe On Youtube Subscribe On Podcast Addict Subscribe On AudibleSee omnystudio.com/listener for privacy information.

Jan 28, 202412 min

IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week's podcast, we recap IBM earnings with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from United, Southwest, and American out this past week. We get the latest on Baker Hughes with CEO Lorenzo Simonelli and Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine. Plus, we talk about the fate of award shows with Bloomberg Opinion Columnist Bobby Ghosh, and Bloomberg Intelligence Credit Analyst Jody Lurie gives us a sneak peek at her time aboard the world's largest cruise ship. 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.

Jan 26, 202439 min

Rail Company Earnings, Regional Banks Report, Super Bowl in Vegas

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow joins to discuss earnings from Norfolk Southern, CN Railway, and Union Pacific. Dana D’Auria, Co-CIO of Envestnet, joins to give her outlook on the markets. Bloomberg Intelligence Senior US Regional Banks Analyst Herman Chan discusses the latest earnings out of regional banks. Eric Kazatsky, Senior Municipal Bond Strategist at Bloomberg Intelligence, shares the top news out of the municipal bond market. And we preview what to expect for Las Vegas casinos and resorts as they prepare to host the Super Bowl.See omnystudio.com/listener for privacy information.

Jan 26, 202442 min

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from airlines this week. Charlie Donovan, Senior Economic Advisor at Impax, joins to talk about issues affecting sustainable energy investing. And Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, joins to recap Tesla earnings. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

Jan 25, 202435 min

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine joins to discuss the earnings as well. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her market outlook. Mark Douglas, Founder and CEO at MNTN, discusses the latest news and earnings from Netflix. And Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins to discuss her view on the markets and current investment opportunities. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 24, 202440 min

Netflix, WWE Deal, GE Earnings, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations for Netflix earnings. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss corporate bonds, the appetite for extending duration and sectors to focus on in the coming weeks. Bloomberg Opinion Columnist Bobby Ghosh discusses the future of awards shows and how they may be doomed. And Bloomberg Opinion's Brooke Sutherland breaks down the latest earnings from General Electric. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Jan 23, 202435 min

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloomberg Deputy Team Leader of Global Aviation Siddharth Philip joins to discuss the latest from Boeing door plug checks. Carol Schleif, Chief Investment Officer, BMO Family Office joins to discuss the markets, inflation, and outlook for Fed rate cuts in 2024. Political News Director for Bloomberg TV and Radio Jodi Schneider discusses the latest from the New Hampshire Primary. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 22, 202430 min

Digital Assets in Focus, M&A Opportunity

Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETFs. Mitch Berlin, EY Americas Vice Chair of Strategy and Transactions, discusses opportunities for mergers and acquisitions. Skyler Weinand, CIO at Regan Capital, discusses sectors to keep an eye on this year. Hans Olsen, CIO at Fiduciary Trust Company, joins to discuss how the markets and Fed will interact with one another in 2024. Brian Vendig, President at MJP Advisors, joins to discuss investing strategies amid an uncertain Fed and inflation path. See omnystudio.com/listener for privacy information.

Jan 19, 202440 min

Wealthy Investing, Market Outlook

Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. Will Nasgovitz, CEO and Portfolio Manager at Heartland Advisors, joins to talk about the outlook for small caps in 2024. Kara Murphy Chief Investment Officer with Kestra Investment Management, joins to discuss markets and investing strategies amid inflation uncertainty. Hosts: John Tucker and Molly SmithSee omnystudio.com/listener for privacy information.

Jan 18, 202427 min

Cybersecurity, Fed Cut Outlook, Sectors to Watch

Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for an M&A rebound in 2024. Robert Schein, Managing Director and Partner at Blanke Schein Wealth Management, joins to talk about markets, investing, and when the Fed may cut rates this year. Zoe Peden, Partner at Ananda Impact Ventures, discusses backing startups in health, nature, and biotech as Goldman Sachs recently raised $650 million for investing in life sciences startups. Geetu Sharma, founder and investment manager at AlphasFuture, joins to discuss markets and sectors to watch. Ron Sanchez, Chief Investment Officer at Fiduciary Trust International joins to discuss the markets and his investment outlook. Hosted by John Tucker and Molly Smith. See omnystudio.com/listener for privacy information.

Jan 17, 202450 min

Corporate Diversity, Fed Speak, Health of US Banks

Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at Whalen Global Advisors, discusses bank health in the US amid earnings season. Brad Bernstein, Managing Director at UBS Private Wealth Management, joins to give his market outlook and the view of inflation in 2024. Mike Mullaney, Director of Global Markets Research for Boston Partners, joins to give his outlook on markets and the Fed. Hosts: John Tucker and Jennifer RyanSee omnystudio.com/listener for privacy information.

Jan 16, 202433 min

Bank Earnings, Energy Uncertainty, Market Concerns

Jeffrey Kleintop, Chief Global Strategist at Charles Schwab, joins to discuss his global outlook for a recession as well as his outlook for the US economy amid geopolitical uncertainty. Dana Peterson, Chief Economist at The Conference Board, discusses the firm’s recent survey that found some of the biggest worries and concerns for global CEOs. Wendy Schiller, Professor at Brown University, joins to discuss the economic and geopolitical fallout of US and allied airstrikes on Houthi rebels in Yemen. Phil Orlando, Chief Equity Strategist with Federated Hermes, joins to talk about market reaction to geopolitical uncertainty, outlook for energy and oil, and his recent note on the labor market. Hosted by John Tucker and Lisa MateoSee omnystudio.com/listener for privacy information.

Jan 12, 202434 min

Energy M&A, Bitcoin ETFs, and Hertz

Vince Piazza, Senior Industry Analyst: Energy at Bloomberg Intelligence, joins to discuss his note on APA’s purchase of Callon, and why it’s not what it seems. He also discusses Chesapeake Energy buying Southwestern and digs into the broader global energy market and upcoming earnings. James Seyffart, ETF analyst with Bloomberg Intelligence, joins to discuss the beginning of trading for Bitcoin ETFs in the US. Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook, and Schwab’s latest STAX score, which is a proxy to gauge Schwab clients’ exposure to equity markets. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss Hertz’s EV reversal, as it looks to offload a third of its electric vehicle fleet. She can also discuss developments in the cruise industry. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.

Jan 11, 202436 min

CES, Boeing, and Bitcoin

Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace and Airlines, joins to discuss the latest on Boeing and previews airline earnings. Mark Douglas, CEO of MNTN, joins from CES to discuss the latest tech developments in the advertising space, outlook for ads, and what he’s seeing at CES. He is joined by Mark Penn of Stagwell to discuss the MNTN partnership with Stagwell. Greg Taylor, CIO at Purpose Investments, joins to discuss the SEC expected to clear the Bitcoin spot ETF, and managing the first Bitcoin ETF as part of Purpose Investments. Woo Jin Ho, Senior Hardware Analyst at Bloomberg Intelligence, joins us from CES to discuss the HPE-Juniper deal and other tech/hardware news out of Las Vegas. Hosted by Paul Sweeney and Lisa Mateo.See omnystudio.com/listener for privacy information.

Jan 10, 202438 min