Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday’s Podcast Features are:- Paige Smith, Bloomberg News Consumer Finance Reporter, on Rocket to Buy Mortgage Firm Mr. Cooper in $9.4 Billion Deal. The online mortgage provider Rocket Cos. is acquiring Mr. Cooper Group Inc. in an all-stock deal valued at $9.4 billion that will create a mortgage behemoth that handles one in every six mortgages in the US. The combined company will service a book of $2.1 trillion of loans and nearly 10 million clients, according to a statement Monday. Mr. Cooper shareholders will receive 11 Rocket shares for each of Mr. Cooper’s stock they own, representing a 35% premium, it said in the statement.- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on how tariff angst is pushing traders to gold. With investors on edge ahead of President Trump’s April 2 tariff salvo, bullion has risen to yet another all-time high above $3,125 an ounce, adding to a run that’s already delivered a 19% gain this year and a string of records. It’s become overbought, according to the Relative Strength Index indicator, which measures the velocity of a security’s price moves. But gold can keep rising.- Shawn Donnan, Bloomberg News Senior Economics Writer, discusses what we know about the Trump tariffs and the lessons from similarly broad tariffs in 1930. Plus, a new Bloomberg analysis of the economic impact the tariffs could have on the US economy.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Hosts: Paul Sweeney and Alix Steel  On this podcast:  Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food discusses Dollar Tree’s offloading of its Family Dollar chain for about $1 billion to Brigade Capital Management and Macellum Capital Management a decade after buying the business. The deal, which is expected to close next quarter, marks a disappointing end to Dollar Tree’s bid to establish itself as a discount giant, with a price tag that’s a steep discount to the nearly $9 billion it paid for Family Dollar. Dollar Tree’s store count will roughly halve following the transaction.  Ava Benny-Morrison, Bloomberg News Legal Reporter on her Big Take story on President Donald Trump’s pick to run the Southern District of New York, Jay Clayton, as President Donald Trump vows to use the Justice Department to go after his perceived enemies and upend norms, the 58-year-old Clayton is preparing to take over an institution that has fiercely guarded its independence from Washington.  Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals joins to discuss Novo Nordisk agreeing to pay United Laboratories International as much as $2 billion for a next-generation obesity drug, the Danish Ozempic maker’s latest move to refill its pipeline of experimental treatments.  Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst on the pet food sector, including Chewy’s earnings.  Davey Alba, Bloomberg Technology Reporter, on Big Take story on how Google is looking to reshape search using AI and its race to compete against established AI rivals like ChatGPT.  Andrew Silvernail, International Paper CEO to learn more about the business, his outlook and the potential impact of tariffs.  Ryan Fisher, Bloomberg BNEF EV Charging Team Leader on BYD’s new fast charging technology and how EV-competitors are responding  Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Today’s Podcast Features are:- Michael McKee, Bloomberg International Economics and Policy Correspondent, on Friday's PCE data. Consumer spending was weaker than expected again in February while a key inflation metric picked up, in a double whammy for the economy before the brunt of tariffs. Inflation-adjusted consumer spending edged up 0.1%, on the low end of economists’ estimates, after a slump January that analysts mostly blamed on bad weather. Notably in February, Americans reduced spending on services for the first time in three years in the face of higher prices — including on dining out.- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, on tariffs, DOGE, and the Senate voting on a budget resolution. - Kirsten Fontenrose, President of Red Six International, speaks on Europe's defense spending. The European Commission is urging members to raise military budgets to 3% of gross domestic product and issue joint debt to fund weapons purchases — moves that could unlock more than €800 billion ($867 billion) in additional spending over four years. Plus Gazans protesting against Hamas.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda  Today’s Podcast Features are: -Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, on how One of American banks’ fastest-growing businesses is lending to the very companies trying to grab their market share. Traditional bank lending to non-bank financial institutions like private equity firms, hedge funds and private credit shops more than doubled in the past five years, according to data analyzed by Bloomberg. That 16% annualized rate far surpassed their lending to categories including agriculture, credit cards, commercial and industrial companies as well as foreign governments, the data show.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses how Donald Trump’s planned tariffs on auto imports will hurt carmakers around the world and push up prices for US consumers. Among the many losers, one winner stands out: Elon Musk’s Tesla.- Jon Lin, Chief Business Officer at Equinix on AI’s impact on the data center industry in 2025 plus how Stargate and DeepSeek impacted the conversation, and the growing focus of water usage in data centers. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel  Today’s Podcast Features are: Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses how US tariffs on copper imports could be imposed within several weeks, earlier than expected. US President Donald Trump in February directed the Commerce Department to open an investigation into potential copper tariffs and submit a report within 270 days, though it’s now expected to be resolved sooner, said the people who asked not to be identified because the discussions are confidential. Sally Bakewell, Bloomberg US Finance Team Leader, discusses average Wall Street bonuses surging last year, with the total pool for payouts jumping to a record $47.5 billion as industry profits soared. The average annual bonus rose by almost a third, to $244,700, the first significant increase since the Covid-19 pandemic, according to estimates by New York State Comptroller Thomas DiNapoli. Andrew Silvernail, International Paper CEO, discusses the latest company news, including earnings and investor day. Full-year and fourth quarter net earnings include a pre-tax charge of $395 million for accelerated depreciation and restructuring charges, including $334 million related to the previously announced closure of the Company's Georgetown, S.C. pulp mill.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel  Today’s Podcast Features are:  Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. US consumer confidence fell in March to the lowest level in four years on concerns about higher prices and the economic outlook amid the Trump administration’s escalating tariffs.Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. Sales of new homes in the US bounced back slightly last month from a rocky start to 2025 as homebuilders benefited from better weather while leaning on generous sales incentives to stoke demand.Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Grace discusses recent eco data and the impact of tariffs on investment outlook. She’s hopeful that April 2nd will provide companies with greater certainty, but most companies have been game-planning for a while, and have offered frameworks to think about impacts. Grace expects some tariff uncertainty will continue even after 4/2 (eg autos, pharma, semiconductors, etc.)Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses senior foreign officials and major tech companies pushing the Trump administration to rethink the country’s global semiconductor strategy. This comes as the US prepares a controversial framework for controlling artificial intelligence development around the world. See omnystudio.com/listener for privacy information.

Stock Movers is a new, five-minute report on today's winners and losers in the stock market. Listen for analysis on the companies making news in markets.      Listen on Apple: https://podcasts.apple.com/us/podcast/stock-movers/id1803209456      Listen on Spotify: https://open.spotify.com/show/1LhpIazkwQ9bSkxHsjknI8?si=1233c9c58f1e4e16&nd=1&dlsi=b25af9cebbca4895      Listen Anywhere: https://link.podtrac.com/h0zn7xirSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel  Today’s Podcast Features are:  Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses US Treasuries falling. It’s a sign that investors are favoring riskier assets, after reports that the tariffs President Donald Trump is set to announce next month will be more targeted than he has indicated.  Dana D’Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. She thinks tariffs, looming federal budget cuts, and high US equity valuations are the likely causes of this new market correction. This exact mixture of correction “ingredients” may be new, but corrections themselves are not. Yes, this is a nervous time for investors, however history illustrates that stock market corrections are not unusual. A correction can happen without a corresponding economic recession, and the majority of corrections don’t turn into more serious bear markets (which occur when the market drops 20% from its high.)  Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks. US and Russian officials are meeting in Saudi Arabia a day after American and Ukrainian teams held talks, as President Donald Trump pushes for progress in achieving a ceasefire in the war. The Russian delegation arrived at the venue on Monday for the closed-door talks with the US in the Saudi capital Riyadh, Russia’s Tass news service reported.  Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, discusses BYD’s announcement that its newest electric vehicle can charge in just five minutes. This brings EVs a step closer to the advantage gasoline has in refueling and crushes the models of competitors. The Chinese manufacturer said that a rapid charge with an unprecedented 1,000 kilowatts of power extends the range of its EV by 400 kilometers (249 miles.)See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix SteelOn this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the measles outbreak. John Tozzi, Bloomberg Health Care Reporter, discusses the Bloomberg Big Take story: “Cancer Patient's $100,000 Bill Shows Chaos Rocking Health Care.” Liam Denning, Bloomberg Opinion Columnist Covering Energy, discusses his Opinion column “How Long Will Musk Be Welcomed at the White House?" Katherine Doherty, Bloomberg Finance Reporter, discusses her Bloomberg Big Take story: “Private Rooms Draw Traders Seeking Even Darker Pools.” Derrick Flakoll, BNEF Lead US Policy Analyst, talks about how President Donald Trump’s investment rules are holding back made in U.S clean tech. Chester Dawson, Bloomberg Senior Editor for Global Business Americas, discusses the Bloomberg Big Take story: “China's Auto Industry Is Already Taking Over The World.”Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings.Nike Inc.’s turnaround effort is hitting snags as the company tries to clear out old inventory while feeling the effects of a growing trade war.Shares fell in trading Friday as the sportswear maker signaled further declines in revenue and profitability from an ongoing merchandise reset that the company says is necessary to renew growth. Nike also expects gross margin to decline sharply in the current quarter from a year earlier.Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings.FedEx Corp. shares tumbled after the parcel delivery company lowered its full-year guidance for a third consecutive quarter, citing inflation and uncertain demand for shipments. Adjusted earnings are now expected to be in the range of $18 to $18.60 per share this fiscal year, below the $18.95 average analyst estimate. FedEx also cautioned that revenue may be slightly down versus the prior year, compared to its previous expectation that sales would be roughly flat. Hessam Nadji, CEO of Marcus & Millichap, joins to discuss the latest in commercial real estate.He discusses why commercial real estate is well positioned for economic uncertainty. Commercial Real Estate remains an enticing alternative in periods of elevated economic and financial market uncertainty. The durability of commercial real estate in times of elevated inflation may become an increasingly favorable investment option.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Scott Sosnick, Editor in Chief at Sportico, discusses how a consortium that includes tech and real estate investors, alongside a private equity firm, reaching a deal to buy the National Basketball Association’s Boston Celtics for $6.1 billion.The takeover is not only the biggest NBA deal ever, surpassing the $4 billion valuation hit when Mat Ishbia struck an agreement for the Phoenix Suns in late 2022, but also the largest ever sports takeover. The Washington Commanders were sold in 2023 for $6.05 billion.Sandi Bragar, Chief Client Officer at Aspiriant,discusses her outlook for the markets.US economy: She expects the US economy to bend not break. Her view is we’re still in the very early stages of policy changes and we’re starting off with the more punitive changes now (tariffs & spending cuts) but the more stimulative changes are also coming (tax cuts and deregulation). Fed Policy: She thinks the FOMC decision was generally ‘as expected.’ She’s not expecting rate increases any time soon.Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla recalling all the Cybertrucks it produced and sold in the first 15 months it’s been on the US market over a safety issue it’s having trouble resolving. The carmaker estimates that 1% of the 46,096 pickups it’s calling back have a defect, according to a recall report filed with the US National Highway Traffic Safety Administration. Pieces of steel trim along the exterior of the Cybertruck are joined to the vehicle by an adhesive that’s “susceptible to environmental embrittlement,” the company said.See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.Federal Reserve officials held their benchmark interest rate steady for a second straight meeting, caught between mounting concerns that the economy is slowing and inflation could remain stubbornly high.Chair Jerome Powell acknowledged the high degree of uncertainty from President Donald Trump’s significant policy changes, but repeated the central bank is not in a hurry to adjust borrowing costs. He said officials can wait for greater clarity on the impact of those policies on the economy before acting.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Claire Ruckin, Bloomberg News Senior Reporter, discusses her story Private Equity Firms Are Getting Rid of Their Equity. Already this year, more than 20 businesses in the US and Europe have borrowed to make payouts to their owners, according to Bloomberg-compiled data, meaning they’ve less financial “skin in the game” if things ever go sour.David Voreacos, Bloomberg Legal Reporter, on today's Big Take: The Money Laundering Scams that Cost TD Bank Billions. Last year, TD’s American subsidiary became the first US bank ever to plead guilty to conspiracy to commit money laundering. The company agreed to pay $3.1 billion in fines to various parts of the federal government, a sum that included the biggest penalty ever levied by the Department of Justice under the Bank Secrecy Act, the main US anti-money-laundering law. More than two dozen people, including three bank employees, have already been charged.Shelby Magid, Deputy Director, Eurasia center at the Atlantic council, recaps Trump and Putin's call from yesterday and what that means for the potential ceasefire deal and the War in Ukraine. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets.A selloff in Wall Street’s largest technology companies dragged down the stock market, with investors gearing up for Wednesday’s Federal Reserve decision that will likely bring an assessment of how President Donald Trump’s trade policies are impacting the economy.Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses Israel launching overnight airstrikes across Gaza that Hamas said killed hundreds of people, shattering a nearly two-month ceasefire with the Palestinian group. Prime Minister Benjamin Netanyahu vowed Tuesday to act “with increasing military strength,” saying Hamas had repeatedly refused to release its remaining hostages.Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate.Despite the turbulence in commercial real estate (CRE) in 2024, T2 Capital sees signs the sector has stabilized as we enter 2025. While challenges remain, price discovery has largely settled, bid-ask spreads have tightened, and private real estate equity is now the least expensive asset class compared to both public and private alternatives—creating a compelling entry point.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday’s Podcast Features are:Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales.Disappointing retail sales last month added to concerns of a pullback in consumer spending in the US, while a pair of business surveys suggested growing caution.Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. He discusses why the Trump administration is concerned a trade war could encourage foreign companies to bypass the U.S market. He’ll also discuss why it’s been a brutal month for equity investors.Steve Purdy, Co-head of Global Credit at TCW, discusses corporate credit markets. He’ll discuss the biggest concerns facing credit investors today. He’ll talk about how you protect or profit from tariffs in portfolios. Steve also discusses how DOGE and Elon Musk are impacting credit markets.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Kohl's earnings. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Novo Nordisk shares dropping the most since December on CagriSema Data.CERAWeek Interviews:  Bloomberg Intelligence Co-Host Alix Steel speaks with: Larry Coben, CEO of NRG EnergyScott Strazik, CEO of GE VernovaJoe Dominguez, CEO of Constellation EnergyBloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday's Podcast Features:Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment fell to a more than two-year low and long-term inflation expectations jumped by the most since 1993, illustrating growing apprehension about the economic impact from tariffs.Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Topics of discussion:-Equities, rates and currencies have round tripped since election day-S&P 500 down nearly 2% YTD and broke below its 100-day moving averageBrian Platt, Bloomberg Canadian Government Reporter, discusses Mark Carney taking power in Canada. Mark Carney has been sworn in as Canada’s 24th prime minister, bringing the former central banker to power in the middle of an explosive trade war with the US. The former governor of the Bank of Canada and the Bank of England was officially installed as Canada’s leader at a ceremony in Ottawa on Friday, five days after the Liberal Party members voted overwhelmingly for him to replace Justin Trudeau as head of the party.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Gold breaking through $3,000.Gold prices passed $3,000 an ounce for the first time ever, driven higher by a central bank buying spree, economic fragility worldwide, and President Donald Trump’s attempts to rewrite the rules of global trade by imposing tariffs on allies and strategic rivals.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelAlbertina Torsoli, European Transport and Industrials Reporter, discusses President Donald Trump threatening to impose a 200% tariff on wine, champagne, and other alcoholic beverages from France and the European Union.The president in a social media post on Thursday said that he would move forward with the import duties if Brussels follows through with a tax on American whiskey exports, a measure aimed at retaliating against Trump’s steel and aluminum tariffs that went into effect on Wednesday.Today's Podcast Features:CERAWeek Interviews:Bloomberg Intelligence Co-Host speaks with:NRG energy CEO Larry CobenEnbridge CEO Greg EbelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix SteelToday's Podcast Features:Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs.President Donald Trump’s 25% tariffs on steel and aluminum imports came into force Wednesday, triggering concern across export-reliant Asia and immediate reprisals from the European Union and Canada as the global trade war enters a rocky phase. Oliver Crook, Bloomberg Europe Correspondent, discusses US-Ukraine talks in Saudi Arabia.Less than two weeks after Donald Trump lambasted Ukrainian President Volodymyr Zelenskiy in an Oval Office confrontation, the US president put the pressure on Russia to accept a ceasefire agreement hammered out with Zelenskiy’s advisers. The accord reached in Saudi Arabia by US and Ukrainian negotiators for a 30-day halt in the conflict, which began with Russia’s full-scale invasion three years ago, now hinges on Vladimir Putin, who may have little incentive to abide by it.CERAWEEK Interviews:Bloomberg Intelligence Co-Host speaks with:Pierce Norton, ONEOK PresidentScott Strazik, CEO of GE VernovaSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeJoe Deaux, Bloomberg Mining Reporter and Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discuss tariffs. President Donald Trump announced he would increase steel and aluminum tariffs on Canada to 50% in response to Ontario's move to raise taxes on electricity sent to the US. The U.S president said he would also “substantially increase” tariffs on Canadian automobile parts on April 2 if Ottawa does not drop tariffs on dairy products and other US goods.CERAWEEK Interviews: Bloomberg Intelligence Co-Host Alix Steel speaks with:Carlyle Chief Strategy Officer of Energy Pathways, Jeff CurrieTotalEnergies CEO Patrick PouyannéToby Rice CEO of EQTWilliams CEO Alan ArmstrongSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Isabelle LeeToday's Podcast Features:Tyler Kendall, Bloomberg News Reporter, discusses President Donald Trump saying the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes market turmoil.Trump’s on-again, off-again tariff policies have rattled investors, triggering a selloff in technology shares and levels of volatility not seen in years. Tim Urbanowicz, Chief Investment Strategist at Innovator Capital Management, discusses his outlook for the markets. He discusses sentiment shifting incredibly quickly from excitement about a new Trump administration to fear. The majority of investors had been focused on the pro-growth policies, and were not taking Trump seriously when he talked about tariffs, but now that threat has materialized and created a growth scare.CERAWEEK Interviews: Bloomberg Intelligence Alix Steel speaks with: Baker Hughes CEO Lorenzo Simonelli  Joe Dominguez, CEO of ConstellationSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Interviews from live Bloomberg Invest Broadcast*On this podcast: Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector and how Artificial intelligence is reshaping the industry. Katie Fogertey, Chief Financial Officer at Shake Shack. discusses the company’s growth strategy, pricing dynamics, and expansion plans. Marc Lipschultz, Co-CEO at Blue Owl Capital, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. Yup Kim, Chief Investment Officer at the Texas Municipal Retirement System, discusses how the firm is managing a more than $40 billion pension fund in today’s complex economic landscape. Bin Ren, CEO of the London-based fintech SigTech, discusses the evolving role of quantitative finance and Artificial intelligence in asset management. Steven Meier, Chief Investment Officer and Deputy Comptroller for Asset Management at New York City Retirement Systems, discusses how this group is approaching market volatility, rising interest rates, and long-term pension obligations.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features:Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses Russia being willing to discuss a temporary truce in Ukraine, according to people familiar with the matter in Moscow.In the first signal of a positive response from President Vladimir Putin to US counterpart Donald Trump’s call for a ceasefire, the offer was conveyed at last month’s talks in Saudi Arabia between top Russian and American officials, the people said, asking not to be identified discussing internal policy.Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses the February jobs report and the U.S economy. US job growth steadied last month while the unemployment rate rose. Friday’s report is the latest evidence that the labor market is softening, with more people permanently out of work, fewer workers on federal government payrolls and a jump in those working part-time for economic reasons.Katherine Doherty, Bloomberg Finance Reporter, discusses the Nasdaq planning to offer 24-hour trading on its equities exchange, five days a week, pending regulatory approval and alignment with the rest of the industry. The move follows plans by other exchanges, including Cboe Global Markets Inc. and the New York Stock Exchange, to extend trading hours, citing growing global demand for US stocks. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, discusses her market outlook and the February jobs report. Mercer’s data highlights the US workforce is grappling with financial strain, inequitable benefits, limited flexibility, and career advancement barriers.This is especially acute for women. Only 58% of women believe that their career goals can be met at work.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Mark Niquette, Bloomberg Real Economy Reporter, discusses US employers in February announcing plans to reduce headcount at the fastest pace since early in the pandemic, led by cuts in the government sector. Job-cut announcements totaled 172,017 in February, a 103% increase from last year and the most since July 2020, according to data released Thursday from outplacement firm Challenger, Gray & Christmas.Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Sylvia discusses how growth seems to be more of a concern than inflation. Sylvia discusses the market hoping for favorable “market,” policy, but talks about how restrictive tariffs are being read as both uncertain and a headwind. Joanne Feeney, Partner & Portfolio Manager at Advisors Capital Management, discusses the markets and tariffs. She talks about how concerns regarding the robustness of economic growth are starting to gain traction as survey data show a slowing. She also talks about how tariffs not only raise prices for consumers (e.g., food), but also for those producers who buy imported parts (e.g., factory automation lines, PCs.)See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest*Today's Podcast Features:Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses ISM services and ADP data, along with tariffs. Hiring at US companies slowed in February to the lowest pace since July, led by job cuts in the service sector and in regions of the US that were hit by severe weather. US service providers expanded in February at a faster pace as resilient demand helped drive a measure of employment to a more than three-year high.Katie Fogertey, Chief Financial Officer at Shake Shack, discusses the company’s growth strategy, pricing dynamics, and expansion plan.With inflation, tariffs, and supply chain disruptions affecting food and labor costs, Katie discusses how Shake Shack is balancing menu pricing and profitability while maintaining its premium brand appeal. Chris Hyzy, Chief Investment Officer, at Bank of America Private Bank and Merrill, talks about how high-net-worth and institutional investors are positioning their portfolios amid market volatility, inflation, and rising interest rates.Chris talks about whether the traditional 60/40 portfolio model still works in today’s macroeconomic environment or if investors are shifting more toward alternatives like private equity, private credit, and real assets.Yup Kim, CIO at Texas Municipal Retirement System, discusses how TMRS is managing a $40+ billion pension fund in today’s complex economic landscape, focusing on long-term sustainability, investment strategy, and risk management.Purnima Puri, Governing Partner & Portfolio Manager for Public Credit, HPS Investment Partners, talks about the evolving landscape of private credit, leveraged finance, and alternative asset management in a high-interest rate environment.Steven Meier, NY City Retirement Systems Asset Management CIO & Deputy Comptroller, talks about how NYCRS is navigating market volatility, rising interest rates, and long-term pension obligations, while balancing risk, return, and fiduciary responsibility.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest*Today's Podcast Features:Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his threat to hit Canada and Mexico with sweeping import levies and doubled an existing charge on China, spurring swift reprisals that plunged the world economy into a deepening trade war. Robert Rubin, Senior Counselor, Centerview Partners; 70th US Secretary of the Treasury, discusses the biggest economic risks facing the U.S. and global markets. He also talks about how soaring national debt and deficits could impact long-term economic stability and whether Washington is underestimating fiscal risks in an era of rising interest rates and geopolitical uncertainty.Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector, including how AI, digital advertising, and e-commerce are reshaping the industry. He also talks about whether the AI boom is sustainable or at risk of overheating, and which companies are best positioned for long-term AI-driven growth. Bin Ren, Sigtech CEO, siscusses the evolving role of quantitative finance and AI in asset management. He also discusses how SigTech’s platform enables faster deployment of trading models, reducing time-to-market for investment strategies.Marc Lipschultz, Blue Owl Capital Co-CEO, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. With interest rates remaining elevated, Marc discusses how is this affecting both private and public credit markets.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features:Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. US factory activity edged closer to stagnation in February, with orders and employment contracting, while a gauge of prices paid for materials surged to the highest since June 2022.Josh Wingrove, Bloomberg Senior White House Reporter, discusses President Donald Trump being on the verge of slapping new tariffs on Canada and Mexico. The tariffs would put a 25% tariff on all imports from Canada and Mexico, except Canadian energy, which would face a 10% rate, and would also double a tariff on China to 20%.Jaewon Kang, Bloomberg Retail Reporter, talks about Kroger’s CEO resigning. Kroger replaced CEO Rodney McMullen following an investigation into his personal conduct, which was unrelated to the company's financial performance and didn't involve Kroger employees.Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and Fed policy. She talks about the potential impact of tariffs on markets. Kristina also discusses the health of the consumer and why Walmart’s most recent earnings highlight economic uncertainty.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, discusses the energy sector. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about Starbucks cutting 1,100 corporate jobs. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, talks about Apple saying it will add 20,000 U.S jobs. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, talks Berkshire Hathaway earnings. Devin Leonard, Bloomberg Businessweek Senior Global Business Writer, discusses the Bloomberg Big Take story “Walmart Wants to Be Something for Everyone in a Divided America.”Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the markets. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss today’s Trump, Zelenskiy meeting. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy sector. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the markets and looks ahead to Nvidia earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Tom Orlik, Bloomberg Economics Chief Economist, talks about the Trump administration planning to expand efforts to limit China's technological advancements. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and produce AI servers in the US. Kathleen Quirk, President and CEO of Freeport-McMoRan, joins from the BMO Global Metals, Mining and Critical Minerals conference. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her outlook for the markets. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, talks about Elon Musk’s demand that more than two million federal employees defend their work.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. Mark McClain, CEO of Sailpoint Technologies, talks about SailPoint’s IPO. Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses the Bloomberg Big Take story: “Temu's Rise Was Aided by Trump. Now He Poses a Threat.” Trina White, BNEF Sustainable Finance Analyst, discusses Energy Supply Banking Ratios. Emily Cohn, Bloomberg Consumer Team Leader, talks Walmart earnings. Ian Balina, Founder and CEO of Token Metrics, discusses the crypto space.Hosts: Paul SweeneyBloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Department investigating UnitedHealth Group’s Medicare billing practices. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump’s growing focus on tariffs.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets.Hosts: Paul Sweeney and Emily GraffeoSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product launch. Jessica Kriegel, Chief Strategy Officer at Culture Partners, talks about how the federal workforce is reacting to more mass layoffs. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook.Hosts: Paul Sweeney and Matt MillerSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses U.S, Russia talks on Ukraine. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Ian Balina, Founder and CEO of Token Metrics, discusses how AI is transforming the retail investment landscape, and Trump crypto developments.Hosts: Paul SweeneySee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Will Hares, Bloomberg Intelligence Global Energy Analyst, talks about Elliott Investment building a stake in BP. Jody Lurie, Bloomberg Intelligence Credit Analyst, gives her cruise and theme park outlook. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses TD Bank exiting its stake in Charles Schwab. Zack Wasserman, Chief Financial Officer at Huntington National Bank, discusses his firm’s outlook. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses where we stand in the energy transition evolution.Hosts: Alix Steel and Norah MulindaBloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Shawn Donnan, Bloomberg News Senior Economics Writer, discusses Donald Trump’s widening trade fight to include global taxes and regulation. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta planning to work on its own humanoid robot hardware. Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, discusses the state of commercial real estate. Rania Sedhom, Managing Partner at Sedom Law Group, discusses the impact of tariffs on the luxury sector. Hosts: Paul Sweeney, Isabelle Lee, and Matt MillerSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Dan Pickering, Chief Investment Officer at Pickering Energy Partners (PEP,) discusses the energy sector. Ellen Hazen, Chief Market Strategist & Portfolio Manager, at F.L.Putnam Investment Management, discusses her outlook on the markets.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.      Enda Curran, Bloomberg Global Economy Reporter, on How Trump's Tariffs Could Undercut Growth. Marc Morial, CEO, National Urban League, on the Trump administration's federal funding freeze, the War on DEI and its impact, and what DEI rollbacks means for workers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on McDonalds earnings.Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives reaction to Donald Trump’s U.S tariffs. Ernie Miller, Verde Clean Fuels CEO, gives his outlook for oil and gas. Madison Muller, Bloomberg Health Reporter, discusses earnings from Novo Nordisk.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on Roblox earnings. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on tariffs. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Enda Curran, Bloomberg Global Economy Reporter, discusses China hitting back against President Donald Trump’s tariffs. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks about the latest with the fixed income space. Ernie Miller, CEO of Verde Clean Fuels, discusses the latest on the energy sector.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO & Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets,Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: T-Mobile CEO Mike Sievert on the company's quarterly earnings results. Bloomberg Intelligence Global Autos and Industrials Research Analyst Steve Man on GM Earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst in JetBlue’s shares taking a plunge. Rachel Metz, Bloomberg AI Reporter on Chinese AI startup “DeepSeek” causing panic in the US tech world. Nora Wittstruck, Chief Municipal Analytical Officer at S&P Global Ratings on the boom for Muni's in 2025. And Harry Wilson, Bloomberg Finance Reporter on HSBC focusing its operations in Asia and the Middle East. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.       Laura Noonan, Bloomberg News Finance Reporter, on Big Take story: Banker Bonuses Turn Into 'Scratch-Off Ticket' with Stock Swings. Lorenzo Simonelli, CEO of Baker Hughes, on company earnings. And Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on US Justice Department Sues to Block HPE's Purchase of Juniper Networks Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.