Episodes

8h ago

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term. - Reshmi Basu, Bloomberg News Credit Reporter, discusses Saks Global Enterprises, facing limited options ahead of a more than $100 million debt payment due at the end of this month, considering Chapter 11 bankruptcy. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about his outlook for North Americans airlines in 2026. - Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, breaks down the 2025 "Winners & Losers" See omnystudio.com/listener for privacy information.

1d ago

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc. -Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the Federal Reserve may be about to pause interest-rate reductions to give it more time to assess additional data and to determine the next policy path now that rates are "within a range of plausible estimates of neutral" as Chair Jerome Powell said. -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses why cruise lines may edge out theme parks on 2026 cash-flow growth -Brian Campbell, Leader of The Conference Board’s Governance & Sustainability Center discusses on new research on CEO turnover/firings, along with activist campaigns targeting CEOs See omnystudio.com/listener for privacy information.

4d ago

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu. On this podcast: - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026. - Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.” - Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it will take $19.5 billion in charges tied to an overhaul of its electric vehicle business. - Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz tapping a new CEO. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses myeloma research. - Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey job cuts. - Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoins.” 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.

4d ago

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike Inc. shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that started Dec. 1, a surprising turn after two straight periods of growth. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx Corp. offered investors a sign that Chief Executive Officer Raj Subramaniam’s turnaround plan may be worth the wait. The shipping titan raised the low end of its profit outlook for the year and reported earnings for the most recent quarter that topped Wall Street estimates, helped by volume and pricing gains in the US. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, recaps Carnival earnings. Carnival Corp. gave a better-than-expected profit outlook for next year and reinstated dividend payments, sending shares higher. The Miami-based company expects adjusted net income to rise about 12% in 2026, higher than the average analyst estimate of an 8.7% increase. Carnival also announced a quarterly dividend of 15 cents a share after payouts were discontinued in 2020. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TikTok being bought by a group of buyers led by Oracle Corp, with the company and ByteDance signing binding agreements to create a US joint venture. See omnystudio.com/listener for privacy information.

5d ago

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy company TAE Technologies in an all-stock transaction valued at more than $6 billion. -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the current quarter, signaling that surging demand and supply shortages are allowing the company to charge more for products. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses activist investor Elliott Investment Management building a stake of more than $1 billion in Lululemon Athletica, according to a person familiar with the matter. This comes as the struggling retailer faces a strategic overhaul amid its chief executive officer’s exit. -Rachel Phua, Bloomberg Earnings Specialist, discusses earnings from Darden Restaurants. Darden raised its comparable sales forecast, citing better-than-expected growth fueled by affordable meal options and strong spending from higher-income diners. See omnystudio.com/listener for privacy information.

6d ago

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc. --George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses bankrupt Spirit Aviation Holdings being in revived discussions to merge with Frontier Group Holdings. That’s according to people familiar with the matter. It’s deal that could rescue the deep-discount airline from insolvency. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lennar earnings. Builder Lennar Corp.’s forecast for quarterly home orders missed analysts’ estimates as affordability pressures and the weakening job market pushes buyers to the sidelines. The company projected 18,000 to 19,000 signed contracts for its fiscal first quarter, according to a statement Tuesday. Analysts expected 20,297, the average in a survey compiled by Bloomberg. -Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Medline’s IPO. Medline raised $6.26 billion in the year’s biggest initial public offering, upsizing the deal and pricing the shares near the top of the marketed range. The company sold 216 million shares for $29 each, giving it a market value of about $39 billion based on the number of shares listed in its filings with the US Securities and Exchange Commission. See omnystudio.com/listener for privacy information.

Dec 16

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable. -Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinz naming a new chief executive officer, with former Kellanova CEO Steve Cahillane set to take over from Carlos Abrams-Rivera on Jan. 1. -Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses Businessweek’s list of 50 companies to watch in 2026. Analysts at Bloomberg Intelligence track thousands of companies in industries ranging from computers and cars to finance and food. -Devon Pendleton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.” The Olayan Group, a Saudi empire led by sisters Lubna and Hutham, has grown in influence, with a nearly $13 billion stock portfolio in the US and stakes in companies like BlackRock and JPMorgan Chase. See omnystudio.com/listener for privacy information.

Dec 15

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros Discovery. Netflix is trying to close its $82.7 billion deal after Paramount made a hostile offer for Warner Bros., with the CEOs expressing confidence in their agreement despite regulatory concerns. -Zeke Faux, Bloomberg Investigative Reporter, discusses the Bloomberg Big Take story: “A Shadowy Global Network Helped Trump Make Millions in Memecoi.” Description: The trail from the Trump family memecoins leads all the way back to the origins of memecoins, an unregulated, nihilistic gambling game that swept the crypto world. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses his outlook for homebuilders in 2026. According to Bloomberg Intelligence: US homebuilder fundamentals will remain pressured in 2026 amid sluggish top-line growth and ongoing margin headwinds. See omnystudio.com/listener for privacy information.

Dec 12

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney On this podcast: - Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.” - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults. - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the succession plan at Berkshire Hathaway. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods/Campbell’s. - Ana Davies, Bloomberg BNEF Head of Renewable Fuels discusses US biofuel trade flows. 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.

Dec 12

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon Athletica earnings. The company boosted its full-year outlook and announced that its chief executive officer would step down. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney licensing iconic characters including Mickey Mouse and Cinderella to OpenAI for use on its artificial intelligence video platform and has agreed to take a $1 billion stake in the startup. See omnystudio.com/listener for privacy information.

Dec 11

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan. -Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025. See omnystudio.com/listener for privacy information.

Dec 10

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino --Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO. - Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg Intelligence’s survey on AI’s cross industry disruption. AI is no longer a side project, with C-suites across nine industries racing to wire it into their business cores and 36% making it their top priority, driven more by fear of disruption than promise of growth or head-count cuts, a Bloomberg Intelligence survey finds. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy Inc.’s third-quarter earnings exceeded Wall Street estimates, as its loyalty program and subscription service helped drive faster active customer growth. The results suggest that even budget-pressed shoppers are staying committed to their pets and gravitating toward Chewy’s services, which include the Autoship subscription program and telehealth. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps Cracker Barrel earnings. Cracker Barrel Old Country Store Inc. expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following backlash to its failed logo change earlier this year. See omnystudio.com/listener for privacy information.

Dec 9

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Caroline Hyde, Bloomberg BTech Co-Anchor, discusses Donald Trump’s decision to allow Nvidia to sell advanced chips to China. This marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping. -Laura Martin, Senior Analyst at Needham & Company, discusses the latest at Warner Brothers Discovery. While Netflix and Paramount Skydance vie for President Donald Trump’s blessings in their competing bids for Warner Bros. Discovery, investors have an irony to consider. -Matthew Griffin, Bloomberg Stocks Reporter, discusses Home Depot offering cautious preliminary guidance for next year, expecting comparable sales growth to be in a range of flat to up 2% for the year. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the latest with packaged foods. Campbell’s 1Q adjusted EPS and organic sales beat consensus estimates. While the reported number was positive thanks to some holiday inventory build by retailers, without this effect organic sales decline would have been worse. See omnystudio.com/listener for privacy information.

Dec 8

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Chris Palmeri, Bloomberg News Senior Editor and Entertainment Team Leader, discusses Paramount Skydance launching a hostile takeover bid for Warner Bros. Discovery Inc. at $30 a share in cash on Monday, just days after the company agreed to a deal with Netflix. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the regulatory hurdles for acquiring Warner Brothers Discovery. According to Bloomberg intelligence: Netflix's proposed acquisition of Warner Bros. studio and streaming assets will likely undergo rigorous antitrust scrutiny in the US and elsewhere and it's at risk of antitrust challenges. -Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses debt commitments for Warner Brothers Discovery acquisition. According to Bloomberg Intelligence: Netflix net leverage could increase to more than 3x and the raters may put the company on negative outlook, if it were to reach an agreement to buy Warner Bros. studios and streaming operations for about $75 billion in a mostly cash deal. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM buying the data-streaming platform Confluent Inc. for about $9.3 billion, marking one of its largest takeovers yet and a major bet on the kind of enterprise software that artificial intelligence tools need to perform tasks in real time. See omnystudio.com/listener for privacy information.

Dec 5

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah Mulinda On this podcast: - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. - Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus shares dropping on report of quality issues on dozens of A320s. - Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses latest in real estate. - Helen Kou, BNEF Head of US Power Markets Research, discusses power demand from AI/data centers 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.

Dec 5

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix agreeing to buy Warner Bros. Discovery, marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant swallows one of Hollywood’s oldest and most revered studios. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Antitrust implications of Netflix agreeing to buy Warner Bros. Discovery. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps earnings from Hewlett Packard Enterprise. HPE shares dropped after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, according to HPE. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Southwest Airlines lowering its operating profit target for the full year due to the US government shutdown and higher fuel prices. The airline now expects earnings before interest and taxes to be approximately $500 million, compared with its prior expectation of $600 million to $800 million. See omnystudio.com/listener for privacy information.

Dec 4

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Caroline Hyde, Bloomberg Tech co-anchor, discusses Meta Platform's Mark Zuckerberg expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce’s outlook for current remaining performance obligation growth still suggests a sequential deceleration, likely on tepid enterprise IT spending,” and “we expect this to pressure the company over the next 6-12 months. However, successful adoption of Agentforce and Data 360 makes us optimistic that these two products can become a larger sales driver from 2H26 onward. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Dick's Sporting Goods earnings amid some consumer pullback - Mark Douglas, MNTN President and CEO, discusses the latest in the media streaming space, including WBD's sale. See omnystudio.com/listener for privacy information.

Dec 3

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft shares sliding after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. Macy’s Inc. shares declined after its profit forecast for the current quarter disappointed investors, overshadowing a solid lead-up to the holiday shopping season. -Lily Meier, Bloomberg Retail Reporter, discusses Dollar Tree earnings. Dollar Tree reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses her outlook for luxury in 2026. According to Bloomberg Intelligence: Luxury-goods makers' recovery in 2026 hinges on limited price increases and a shift toward volume-led growth as tariff-linked hikes are largely absorbed and inflation eases. See omnystudio.com/listener for privacy information.

Dec 2

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Amazon’s cloud unit racing to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Google. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Cyber Monday shopping results. According to Bloomberg Intelligence: Walmart, Target and Macy's held Cyber Monday promotions steady vs. last year, with analysis finding deals largely unchanged for 57% of 81 retailers reviewed, while 17% offered deeper discounts and about a quarter pulled back -- suggesting margins can still align with 4Q expectations. Best Buy and Dick's also stayed firm, while Amazon.com and Kohl's went steeper and Old Navy, Nike and Wayfair scaled back. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses latest on bids for Warner Bros Discovery. Warner Bros. Discovery Inc. fielded a second round of bids, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses New York City casino license winners. According to Bloomberg Intelligence: Bally's, Hard Rock and Resorts World -- approved for New York City resort licenses -- face a narrow path to decent returns on investment, with analysis showing just 10%. Win and hotel-rate assumptions are 10-20% premiums to rivals' averages, yet greater construction costs leave preferred 20% ROI out of reach. See omnystudio.com/listener for privacy information.

Dec 1

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Randall Williams, Bloomberg Business of Sports Reporter, discusses New York Mets owner Steve Cohen winning approval to operate a casino next to Citi Field in Queens, as one of three projects selected for gambling licenses in New York City. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech sector. Eli Lilly & Co. is cutting the price for introductory doses of its weight-loss drug Zepbound, with the lowest dose vial costing $299 a month for those who pay cash. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Airbus slumping the most since April after Reuters reported the company is facing quality issues on its A320 model, adding to concerns surrounding the popular model following an emergency software update on the jets over the weekend. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for U.S Telecom and Satellite. According to BI: Slowing wireless-service revenue gains and mounting cable competition are prompting a deeper push into broadband for growth as US telecoms enter 2026. The group's adjusted wireless-service revenue may ease to 2.3% from 2.5% in 2025 as subscriber gains moderate, prompting strategic shifts by new CEOs at Verizon and T-Mobile. See omnystudio.com/listener for privacy information.

Nov 28

Join hosts Paul Sweeney and Vonnie Quinn as they discuss markets, the retail space and more on a special edition of the show following the Thanksgiving holiday. They speak with: Jeff Chang, President of Vest Financial Julie Bornstein, Daydream founder and CEO Anddria Clack-Rogers Varnado, Consumer Brands and Retail Expert, GM and Head of Kohler's Consumer Business Ryan Peterson, chairman and CEO of Flexport Inc 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.

Nov 28

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk’s Ozempic pill failing in a long shot Alzheimer’s effort. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses November restaurant sales. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Fitch. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses research on Cisco's path to growth. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump saying TV networks shouldn’t be able to enlarge. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick’s Sporting Goods and Best Buy. - Jody Lurie, Bloomberg Intelligence Senior Credit Analyst, discusses the Bloomberg Intelligence survey: “Travelers Eye Similar Spending for Vacations in 2026.” 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.

Nov 26

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino -Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere Earnings. Deere & Co.’s weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps Dell and HP earnings. Dell Technologies raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom. HP Inc. gave a profit outlook for the current year that fell short of estimates and will cut 4,000 to 6,000 employees through fiscal 2028 by using more AI tools. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, recaps Petco earnings. The pet health and wellness company raised its full-year forecast for adjusted Ebitda. -Matt Britton, CEO of Market Research firm, Suzy , and the author of “ Generation AI: Why Generation Alpha and the Age of AI Will Change Everything ” discusses the impact of AI on Holiday shopping trends. See omnystudio.com/listener for privacy information.

Nov 25

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being in talks to spend billions on Google’s AI chips, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods and Best Buy. Dick’s Sporting Goods Inc. raised its outlook again, but investors focused on the costs of trying to turn around the Foot Locker sneaker chain it recently acquired for about $2.5 billion. Best Buy Co. raised its guidance for the current fiscal year, driven by demand for the latest consumer technology. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl's and Abercrombie & Finch. Kohl’s Corp. raised its full-year outlook for the second straight quarter, adding to a steady stream of retailers reporting stronger-than-expected results. Abercrombie & Fitch Co. raised the low end of its full-year sales outlook as its Hollister brand continued to gain momentum. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. Jelly and coffee maker JM Smucker Co. lowered the top end of its full-year guidance after it canceled a planned price increase on coffee in the wake of tariff relief. The company will absorb the $75 million cost of already-incurred tariffs this year, which hurts results this fiscal year. See omnystudio.com/listener for privacy information.

Nov 24

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses while Bitcoin has tumbled more than 30% since October amid a brutal unwinding of speculative excess, gold has quietly held its ground, consolidating above $4,000 after a record-setting rally earlier this year. The crypto crowd has long claimed their investment shares gold’s appeal - a hedge against fiat debasement and inflation - only newer, shinier, and flashier. That thesis has come under serious pressure in macro markets: Year-to-date, gold is up more than 50%, while Bitcoin is down roughly 7%. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses how a pill version of Novo Nordisk's Ozempic failed to slow the progression of Alzheimer’s disease in a pair of long-shot studies that aimed to open up a new use for blockbuster obesity drugs. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses how for Nexstar, Sinclair and other US media broadcasters, a key opportunity is being pursued in the easing of US regulations on owning TV and radio stations. Though President Trump's Nov. 23 social-media post expressing concern about letting broadcasting networks expand heightens a key risk that we've warned of -- Trump can be unpredictable, and the FCC probably won't deregulate if he is opposed -- we don't yet see Trump's stance as thwarting the FCC's easing of a 39% US ownership cap. See omnystudio.com/listener for privacy information.

Nov 21

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Microsoft and Nvidia investing up to $15 billion in Anthropic. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe’s earnings. - Anthony Hughes, Bloomberg US ECM Reporter, recaps Klarna earnings. - Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly’s obesity drug price for cash-pay patients. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps TJX earnings. - Abigail Gilmartin, Bloomberg Intelligence Athleisure and Footwear Analyst, recaps Amer Sports earnings. 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.

Nov 21

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Netflix Inc., Comcast Corp. and Paramount Skydance Corp. all submitting bids for Warner Bros. Discovery Inc., according to people with knowledge of the matter, setting the stage for one of Hollywood’s biggest companies to be sold. The submissions meet a Nov. 20 deadline for a first round of bids set by the board of Warner Bros. Discovery, the parent of HBO, CNN and the Warner Bros. movie and TV studios. The New York Times reported earlier Thursday that the three companies had put in offers. - Beth Kowitt, Bloomberg Opinion Columnist, discusses her column: “Inside Walmart’s Masterclass in Reputation Rehab: Beth Kowitt.” Walmart Inc. was once criticized for its treatment of workers and impact on communities, but its reputation has been rehabilitated under CEO Doug McMillon. McMillon invested $2.7 billion in Walmart's workers, including pay increases and training, which improved retention and attracted more ambitious employees. -Jody Lurie, Bloomberg Intelligence Senior Credit Analyst discusses research from Bloomberg Intelligence on vacation budgets. Even amid rising economic concerns, over two-thirds of respondents to BI's proprietary travel survey said they'll spend more to go places in 2026, about the same as last year, according to BI's US proprietary US travel survey conducted Nov. 10-17. Those planning air travel say they favor a better experience, which may aid full-service airlines like American and United vs. Spirit and Frontier. Some 51% of respondents are eyeing hotel chains vs. 48% in 2025, benefiting Hyatt, Marriott, IHG and Hilton. -Calvin Butler, CEO of Excelon, discusses the data center boom, its soaring energy demand, and what it means for the green transition. The electrification push is driving unprecedented demand for cables, transformers, gas turbines, and skilled engineers. This is causing multi-year delays and rising costs globally. The technological challenge of managing an energy grid dominated by intermittent renewables, and the most promising innovations emerging to solve it. See omnystudio.com/listener for privacy information.

Nov 20

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. raised its full-year sales and profit outlook, a sign the world’s biggest retailer is winning over price-sensitive shoppers while absorbing rising costs. The company now sees net sales rising 4.8% to 5.1%, higher than its previous projection in August. It marks a second increase in forecast during the fiscal year. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. The company announced sales will be about $65 billion in the January quarter, and a half-trillion-dollar revenue bonanza due in coming quarters may be even bigger than anticipated. Nvidia's CEO Jensen Huang acknowledged concerns about an AI bubble, but said "from our vantage point, we see something very different" and that the growing role of AI will help maintain demand for Nvidia's products. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses layoffs at Verizon. Verizon Communications Inc. announced wide-ranging layoffs Thursday morning that will shrink the company by as much as 20% of its non-union workforce, a major step in a turnaround plan led by new Chief Executive Officer Dan Schulman. The largest wireless carrier in the US gave notice that it will begin by cutting more than 13,000 employees, according to an internal message Schulman sent to employees that was seen by Bloomberg News. -Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Abbott Laboratories agreeing to acquire cancer-screening company Exact Sciences Corp., in a deal with a total equity value of about $21 billion. In the biggest health-care deal in two years, Abbott will pay $105 per common share in cash, the companies said Thursday in a statement. The price represents a 51% premium to Exact Sciences’ closing price on Nov. 18, the last full trading day before Bloomberg reported that Abbott was nearing a deal. See omnystudio.com/listener for privacy information.

Nov 19

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

Nov 19

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Lowe’s Cos. reported profit that topped expectations on a pickup in online sales and growth in demand from professional contractors. Adjusted earnings per share were $3.06 in the third quarter, the company said in a statement Wednesday, compared with the $3.00 estimate of analysts surveyed by Bloomberg. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail,discusses TJX earnings. TJX Cos. posted sales last quarter above estimates and raised its outlook, signaling that US shoppers are turning to cheaper options as the economy shows signs of stress. The discounter, which runs chains including TJ Maxx and Marshalls, said revenue hit $15.1 billion. Analysts on average expected about $14.9 billion. Its comparable sales topped estimates, too. -Liz Hart, President of Leasing for North America at Newmark, discusses the state of commercial real estate. Despite economic uncertainty amid low consumer sentiment, retail remains strong. U.S. retail availability is 5.3%, above the all-time low of 5.0%, and 120-bps under the long-term average availability rate of 6.5%. This is largely due to a very limited development pipeline, dating back to the GFC. Since 2010, retail has delivered less than 1.0% new supply each year, enabling retail to manage obstacles such as a rising rate of e-commerce sales, the Pandemic, and the current low state of consumer sentiment. See omnystudio.com/listener for privacy information.

Nov 18

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses top tech stories. Microsoft Corp. and Nvidia Corp. are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the AI developer closer to two of the biggest backers for its rival OpenAI. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Home Depot earnings. Home Depot cut its full-year earnings guidance, warning that some unsteady consumers are hitting the pause button on big-ticket home purchases. The company expects adjusted earnings per share to decline from a year ago, citing the overall weakness in the housing market and a lack of storms that hampered demand in certain categories. -Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, recaps Medtronic earnings. The medical device maker lifted the bottom end of its range for adjusted profit forecast for the year. The company also boosted its organic revenue outlook following better-than-expected results in the second quarter. -Abigail Gilmartin, Bloomberg Intelligence Athleisure and Footwear Analyst, recaps Amer Sports earnings. Amer Sports Inc. raised its full-year guidance for the third time this year after strong demand for its Salomon footwear drove quarterly sales to a record. Sales growth at the group’s two other units — including the Technical Apparel segment and the Ball & Racquet Sports unit — also surpassed expectations. As a result, overall group sales also hit a new high. See omnystudio.com/listener for privacy information.

Nov 17

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk undercutting Eli Lilly & Co. on obesity drugs for cash-pay patients, with introductory doses of Wegovy and Ozempic available for $199 a month. After the first two months, Novo will offer the drugs for $349 a month, 30% less than the current self-pay price, matching Lilly’s price for a low dose of Zepbound. -- Liana Baker, Bloomberg News Managing Editor for Deals, discusses Clayton Dubilier & Rice agreeing to buy Sealed Air Corp. in a deal valuing the packaging company that invented Bubble Wrap at $6.2 billion. The private equity firm will pay $42.15 a share for Charlotte, North Carolina-based Sealed Air, according to a statement Monday. That’s slightly below Friday’s closing price of $43.28 a share, after reports that CD&R was weighing a takeover. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses why Ralph Lauren, Gap, Macy's and Dillard's are set to post stronger full-price sales in 2026 as fresh styles, collaborations and limited editions gain traction on social media, while new store openings can lift Aritzia, Burlington and Urban Outfitters. According to Bloomberg Intelligence: Tariff pressures should ease by 2H26, with selective price hikes and other measures poised to boost margins across most retailers. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst discusses his outlook for U.S restaurant sales in the fourth quarter. According to Bloomberg Intelligence: US restaurant same-store sales rose 0.7% in October, but could drop in November due to the government shutdown and a tough comparison. Time is running out on casual dining's edge over quick service as it faces steep base effects this month and in 2026. Quick-service chains like McDonald's and Domino's should outperform on easier comparisons, value and a bigger benefit from tax reform. See omnystudio.com/listener for privacy information.

Nov 14

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses her research on “Gen-Z, Millennials to Cut Holiday Spending; Clothing May Hold Up.” - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk pulling out of a bidding war with Pfizer for Metsera. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Tyson Foods. - Emily Mason, Bloomberg Fintech and Crypto Reporter, discusses earnings from Circle Internet Group. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the path ahead for Berkshire Hathaway CEO Warren Buffet. - Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses his research on a recent deal between Visa and Mastercard. 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.

Nov 14

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart’s CEO retiring in February. Chief Executive Officer Doug McMillon, who over a decade ushered the big-box behemoth into the Internet age, will be replaced by US head John Furner. Furner, 51, takes over as Walmart faces a fast-moving shift toward artificial intelligence, an uneven US economy, and a rapidly changing global workforce. -Madison Muller, Bloomberg News Health Reporter, discusses Merck agreeing to acquire Cidara Therapeutics, a biotech company developing a flu treatment, as part of its ongoing efforts to make up for the upcoming patent loss of its blockbuster cancer drug Keytruda. Merck will pay $221.50 a share in cash for Cidara in a tender offer, more the twice Thursday’s closing price, for a total transaction value of about $9.2 billion, the companies said Friday in a statement. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses the latest at Verizon. Verizon Communications is discussing plans to announce job cuts next week that could downsize the company by as much as 20%, according to people familiar with the wireless carrier’s plans. It's a major step in a transformation led by new Chief Executive Officer Dan Schulman. The size and scope of the potential layoffs are still being discussed, but they could impact 15,000 to 20,000 workers, the people said. Verizon has about 100,000 employees. The planned cuts are part of an aggressive strategy that Schulman recently unveiled to reclaim market share. See omnystudio.com/listener for privacy information.

Nov 13

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. Walt Disney Co. reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: Fire and Ash, which will reduce earnings by $400 million. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps Cisco earnings. Cisco Systems Inc. shares gained after the company boosted its 2026 forecast, showing progress in its effort to capture more artificial intelligence spending. The company now expects sales of as much as $61 billion in the fiscal year ending in July, and increased its earnings forecast, which topped analysts’ predictions. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses research on Adidas. According to Bloomberg Intelligence: Leading athleisure brands may return to sales growth in 2026, led by Adidas, amid product innovation and new assortments. Gross margin for the peers we examined may expand 24 bps, on average, consensus projects, led by gains at Nike, as tariff effects are mitigated and as cost-cutting and AI initiatives pay off, with just Lululemon expected to see Ebit margin contraction. Puma may see sales declines as a business reset aims to spur growth in 2027. See omnystudio.com/listener for privacy information.

Nov 12

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Caroline Hyde, BTech Co-Anchor, discusses Anthropic planning to spend $50 billion to build custom data centers for artificial intelligence work in several US locations, including Texas and New York. The new sites will start coming online throughout 2026 and will create 800 permanent jobs and 2,400 construction jobs at the planned sites. - Emily Mason, Bloomberg Fintech and Crypto Reporter, discusses shares of Circle Internet falling with concern that declining interest rates will weigh on future returns, overshadowing better-than-expected third-quarter revenue and earnings. Circle is exploring new products to diversify its revenue, including a blockchain-based payments network and a tokenized money market fund, as it faces potential pressure on revenue from declining interest rates. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses her research on apparel sales potentially holding steady or edging higher this holiday season, despite Gen Z and Millennials cutting their holiday spending. Bloomberg Intelligence says that robust self-gifting trends will likely drive demand for clothing and accessories. See omnystudio.com/listener for privacy information.

Nov 11

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses SoftBank Group selling its entire stake in Nvidia for $5.83 billion to help bankroll AI investments. He also discusses CoreWeave lowering its annual revenue forecast due to a delay in fulfilling a customer contract, caused by a third-party data center developer who is behind schedule. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount-Skydance earnings. Paramount Skydance. shares rose after the company raised its target for job cuts and cost-saving measures. Paramount forecasts $30 billion in revenue next year and plans to invest much of the savings in the business, including $1.5 billion in additional 2026 spending for the Paramount+ streaming service. -Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses a Nov. 10 proposed class settlement between Visa, Mastercard and merchants on equitable relief, reportedly valued at $38 billion in interchange-fee concessions and other policy changes. Bloomberg Intelligence says that this can end a two-decade-long antitrust dispute, yet may face challenges in gaining court approval. -Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett saying he's "going quiet", marking the end of an era for one of the business world's most-watched investing gurus. Buffet will stop writing Berkshire Hathaway's annual letters and speaking at its meetings. See omnystudio.com/listener for privacy information.

Nov 10

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Metsera declining to further raise its offer for the US maker of an experimental weight-loss drug, bringing a bidding war with Pfizer Inc. to an end. Novo Nordisk A/S decided to drop out of the running for Metsera after Pfizer matched its latest offer and Metsera said it got a call from the US Federal Trade Commission flagging potential regulatory risks with the proposed Novo deal structure. -Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the top tech stories. Taiwan Semiconductor Manufacturing Co. reported a 16.9% rise in sales for October, the slowest pace since February 2024. Separately, Nvidia Corp. Chief Executive Officer Jensen Huang said he had asked Taiwan Semiconductor Manufacturing Co. for more chip supplies as artificial intelligence demand remains strong. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods saying it expects profits to be little changed next year as its beef segment continues to lose money. The company's beef segment is expected to see an adjusted operating loss due to a severe cattle shortage that has driven up prices and constrained volumes. See omnystudio.com/listener for privacy information.

Nov 7

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Yum Brands strategic review for Pizza Hut. - Redd Brown, Bloomberg News Earnings Reporter, discusses McDonalds earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Norwegian Cruise Line earnings. - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, on Kimberly Clark plans to buy Kenvue. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Warner Bros. Discovery earnings. - Mandeep Singh. Bloomberg Intelligence Global Tech Research Head, on ride-sharing business. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, on Berkshire Hathaway earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, breaks down Spotify earnings. 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.

Nov 7

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Elon Musk’s pay package. Musk's $1 trillion compensation package was approved by Tesla investors, with over 75% of votes cast in favor, and he will need to realize some of his ambitions to lead Tesla to the market value and operational milestones laid out in the pay deal. -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Take-Two Interactive Software delaying the release of Grand Theft Auto VI by six months to November 2026. The delay is to give the Rockstar Games team additional time to finish the game with a high level of polish. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings. Wendy’s Co. sales beat estimates by declining less than expected in the third quarter, the latest example of fast food outpeforming as cash-strapped consumers cut back on spending. See omnystudio.com/listener for privacy information.

Nov 6

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery earnings. Warner Bros. Discovery Inc. reported third-quarter revenue of $9 billion, a 6% decrease from a year ago and below Wall Street's estimate of $9.2 billion. She also discusses Walt Disney Co. signing a new multiyear deal to make DraftKings Inc. the official betting site and odds provider for its ESPN sports networks, replacing a venture it had with Penn Entertainment Inc. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest with ridesharing. DoorDash Inc. shares took a record plunge after the company said it will spend more on investments next year to build new products and bolster internal tools, weighing on its earnings forecast. Lyft Inc. projected an acceleration in bookings this quarter, easing concerns about the company’s efforts to expand globally and maintain customer loyalty. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour saying sales might fall as much as 5% this fiscal year, a bigger decline than Wall Street estimated. See omnystudio.com/listener for privacy information.

Nov 5

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Katherine Doherty, Bloomberg News Finance Reporter, LIVE from Bank of America Investors day in Boston Redd Brown, Bloomberg News equities reporter on McDonald's earnings. Steve Miller, Chair of the ISM Services PMI, on ISM Services data See omnystudio.com/listener for privacy information.

Nov 5

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Palantir and Uber earnings Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, on Yum! earnings Geetha Ranganathan, Bloomberg Intelligence U.S Media Analyst, on SPOT earnings See omnystudio.com/listener for privacy information.

Nov 3

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst discusses Kimberly-Clark's plan to buy Kenvue. Kimberly-Clark Corp. agreed to buy Kenvue Inc. for roughly $40 billion, snapping up the embattled Tylenol maker’s storied brands in a gamble that would vault the Kleenex producer into consumer health’s top tier. - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss the latest Amazon, OpenAI, deal. Amazon.com’s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. - Matthew Palazola Bloomberg Intelligence, Senior Analyst, P&C Insurance discusses Berkshire Hathaway's latest earnings report. Berkshire Hathaway Inc.’s cash pile soared to $381.7 billion in the third quarter, a fresh record, and operating earnings surged 34% at Chief Executive Officer Warren Buffett’s conglomerate. See omnystudio.com/listener for privacy information.

Oct 31

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon CEO’s Strategy - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst on Boeing Earnings - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps earnings from Microsoft, Meta and Google - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst on Caterpillar Earnings - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on UPS Job Cuts - Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, to discuss latest European Earnings - Peter Werner, Chair of Cooley's Business Department on the Future of Work, considering the acceleration of AI 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.

Oct 31

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Amazon Web Services generating $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. - Ryan Mallory, CEO of Flexential, on the growing strain on power amid AI Boom - Paul Hardart, Distinguished Clinical Professor at New York University’s Stern School of Business, on his Opinion piece, A Warner Bros. Sale Makes Sense. But at What Cost? See omnystudio.com/listener for privacy information.

Oct 30

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Chipotle shares plummeting after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending. - Geetha Ranganathan, Bloomberg Intelligence Senior US Media Analyst, discusses Comcast shares falling after the company reported its 10th straight quarter of losses in broadband customers and said it doesn’t expect the trend to turn around in the near future. - Robert Langreth, Bloomberg News Health Care Reporter, discusses making an unsolicited bid for Metsera to buy the company for at least $6.5 billion, seeking to trump an earlier agreed deal with Pfizer. See omnystudio.com/listener for privacy information.

Oct 29

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Michael Shepard, Michael Shepard, Bloomberg Senior Editor for Technology & Strategic Industries on Nvidia achieving a historic $5 trillion market capitalization as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights. - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, on Caterpillar shares soaring after the company posted stronger-than-expected earnings and revenue due to surging demand from AI data centers for its power-generation equipment - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on Boeing shares falling as much as 4.2% after the planemaker recorded a $4.9 billion accounting charge as it delayed the debut of its 777X jetliner, a level that was seen as high. Still, the company recorded positive free cash flow for the first time since the final quarter of 2023. See omnystudio.com/listener for privacy information.

Oct 28

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo live from the BAM Mutual offices. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, on how Amazon.com plans to eliminate roughly 14,000 corporate jobs just months after Chief Executive Officer Andy Jassy warned that AI will shrink the company’s workforce. - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, on United Parcel Service shares soaring after it smashed Wall Street’s profit expectations by cutting costs and eliminating 34,000 jobs this year. - Sean McCarthy, BAM Mutual CEO, on how2 2024 was a record year for muni bond sales, and it looks like 2025 will surpass that. Will there be a three-peat in 2026? See omnystudio.com/listener for privacy information.

Oct 27

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks discusses how Huntington Bancshares agreed to buy Cadence Bank for $7.4 billion, the Ohio bank’s second major acquisition this year to expand in southern and southeastern states and the latest in a string of deals among US regional lenders. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, on Novartis agreeing to buy Avidity Biosciences in a $12 billion deal that’s the Swiss drugmaker’s biggest acquisition in more than a decade and adds several potential blockbuster treatments as generic competition looms for its current top-sellers. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, details the impact of Hurricane Melissa on the Caribbean. See omnystudio.com/listener for privacy information.

Oct 24

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. - Andrea Felsted, Bloomberg Opinion Columnist, discusses how the luxury goods company ‘Kering’ agreed to sell its beauty division to the cosmetics and beauty company’ L’Oreal’ in a $4.7 billion deal. - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, recaps AT&T earnings. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, recaps Mattel earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, recaps Hilton earnings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, recaps GE Aerospace and RTX earnings. 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.

Oct 24

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Intel earnings. Intel returned to profitability in the third quarter and posted fourth-quarter sales guidance of roughly $13.3 billion, a higher level than expected. -Craig Trudell, Bloomberg Global Autos Editor, discusses Ford earnings and GM job cuts. Ford’s sales of high-margin SUVs, such as the Bronco and Expedition, along with solid sales of F-Series pickups fueled an earnings beat. General Motors cut hundreds of jobs on Friday, just days after raising its profit guidance for the year. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target corporate job cuts. According to Bloomberg Intelligence: Target's announced corporate head-count reductions can remove some cost from the business, but more importantly signals intent for a leaner, more focused strategy. See omnystudio.com/listener for privacy information.

Oct 23

Intel gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. Fourth-quarter sales will be $12.8 billion to $13.8 billion, the company said in a statement Thursday. The midpoint of that range, $13.3 billion, was just below Wall Street’s $13.4 billion average estimate. But some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast. The shares gained about 3% in late trading after closing at $38.16. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Jay Goldberg, Senior Analyst of Semiconductors & Electronics with Seaport Research Partners See omnystudio.com/listener for privacy information.

Oct 23

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Tesla Inc.’s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business. Musk spent much of Tesla’s third-quarter earnings call discussing ambitious but opaque initiatives, including humanoid robot and artificial intelligence programs, and also pleaded with investors to back his trillion-dollar compensation package. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile earnings. T-Mobile US Inc. gained 1 million new mobile phone subscribers in the third quarter and raised its outlook for the year, buoyed by its recent acquisition of US Cellular. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses airline earnings. American Airlines Group Inc. reported a smaller-than-expected loss in the third quarter, with an adjusted loss of 17 cents a share. Southwest Airlines Co. posted a surprise adjusted profit in the third quarter, boosted by fees from its new policy of charging passengers for bags. -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Bloomberg Intelligence’s cloud gaming deep dive. According to BI, The rising adoption of generative AI will push the video-game industry toward cloud-streamed gaming, a market it expects will reach $35 billion in a decade. See omnystudio.com/listener for privacy information.

Oct 22

Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion. For instant reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with: Bloomberg Tech Co-Host Ed Ludlow Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management See omnystudio.com/listener for privacy information.

Oct 22

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix Inc. shares fell after a tax dispute with Brazil cut into third-quarter earnings and raised growth concerns among investors. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T Inc. reported revenue that fell slightly short of analysts’ estimates in the third quarter due to a heavy promotional campaign. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Mattel earnings. Mattel Inc. shares fell after the company reported third-quarter sales and earnings that missed analysts’ estimates due to US retailers delaying orders over uncertainty about President Donald Trump’s tariff policies. -Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. shares climbed Wednesday after the company boosted the lower-end of its full-year outlook for expanding its hotel network. See omnystudio.com/listener for privacy information.

Oct 21

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros. Discovery saying it has begun to consider various deal scenarios in light of “unsolicited interest” the media and entertainment conglomerate has received from “multiple parties” for all or part of the company. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from GE Aerospace and RTX. General Electric Co. raised its full-year outlook for a second consecutive quarter due to strong air-travel demand. RTX Corp. raised its full-year profit outlook and reported third-quarter earnings that topped Wall Street expectations as sales and profit rose across its commercial aerospace and military hardware businesses. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps GM earnings. General Motors Co. raised its full-year outlook and posted third-quarter results that topped Wall Street estimates on better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Coca Cola and Philip Morris. Coca-Cola Co. posted third-quarter sales growth that beat Wall Street expectations, a sign that consumers are snapping up the company’s beverages despite higher prices. Philip Morris International Inc. nudged up the bottom end of its outlook for this fiscal year off the back of strong demand for its smoke-free products, including Zyn nicotine pouches. See omnystudio.com/listener for privacy information.

Oct 20

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo *Broadcasting from Commonwealth Financial Network’s 2025 National Conference at Gaylord National Resort in Maryland* -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry, discusses the latest on Apple. Apple shares hit their first record of 2025 after Loop Capital upgraded the stock to buy from hold, citing positive iPhone demand trends. The recent strength comes amid signs of stronger-than-expected demand for its latest iPhone lineup, with the iPhone 17 series outselling the iPhone 16 by 14% over their respective first 10 days on sale in the US and China. - Andrea Felsted, Bloomberg Opinion Columnist, discusses Kering agreeing to sell its beauty division to L’Oreal SA in a €4 billion deal, with new Chief Executive Officer Luca de Meo changing course to turn around the company's fortunes. -Patrick Daniel, Vice President, Advisor Digital Solutions, at Commonwealth Financial Network, discusses AI in wealth management. He also discusses the impact of emerging tech on financial services and how money will be managed in the future. See omnystudio.com/listener for privacy information.

Oct 17

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI and Broadcom signing a 10-gigawatt pact for chips and networking. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino's earnings. - Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. - Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kellanova adding protein to Pop-Tarts to lure back customers. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle committing to the widespread use of AMD’s new AI chips. 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.

Oct 17

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. American Express reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the revamped Platinum card exceeded the firm’s predictions, with US Platinum account acquisitions doubling from pre-refresh levels. - Keith Naughton, Bloomberg News Auto Reporter, discusses how car loans have gone from the safest consumer credit products to among the riskiest over the last 15 years as delinquencies rose more than 50%, driven by soaring car prices and rising interest rates. -Rosalind Brewer, Spelman College Interim President, and Janet Lorin, Bloomberg Higher Education Finance Reporter, discuss the family foundation of Arthur Blank giving $50 million over a decade to four historically Black colleges in Atlanta to help students graduate. The donation will be distributed by Morehouse, Spelman and Morris Brown colleges and Clark Atlanta University, with each institution having high populations of recipients of federal Pell grants. See omnystudio.com/listener for privacy information.

Oct 16

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Nestle job cuts. Nestlé SA's new CEO Philipp Navratil announced plans to slash 16,000 jobs to build on a stronger-than-expected increase in quarterly sales. The job reductions will occur over the next two years and are part of Navratil's plan to increase Nestlé's target for cost savings to 3 billion Swiss francs by the end of 2027. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses United Airlines earnings. United Airlines Holdings Inc. expects brand-loyal flyers and demand for its premium seats to drive profit through the end of the year, maintaining momentum after reporting better-than-expected earnings for the third quarter. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the top tech stories. Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year, and now foresees mid-30% growth in annual sales. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses JB Hunt earnings. JB Hunt shares rose as much as 18% on Thursday, the biggest intraday jump since 1998, after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures. See omnystudio.com/listener for privacy information.

Oct 15

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Caroline Hyde, BTech Co-Anchor, discusses some of the top tech stories of the day. Investors led by BlackRock Inc.'s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal. The buyers are purchasing the company from Macquarie Asset Management, with MGX, Microsoft Corp., and Nvidia Corp. investing alongside GIP. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. LVMH shares rose the most in almost a quarter century after the company unexpectedly returned to sales growth, suggesting a slump in luxury demand is easing. The company's third-quarter revenue rose just 1% on an organic basis, snapping two quarters of declines, and all divisions topped analysts' estimates. -Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses Grindr saying its largest shareholders are exploring an acquisition that would take the company private at no less than $15 a share. James Lu and Raymond Zage have engaged financial and legal advisers to explore the possibility of taking the company private, primarily through debt financing. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple preparing to expand its manufacturing operations in Vietnam as part of a push into the smart home market and an effort to lessen its dependence on China. The company is developing new home devices, including indoor security cameras and a display designed to control appliances, to be built in Vietnam with the help of BYD Co. See omnystudio.com/listener for privacy information.

Oct 14

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Advanced Micro Devices saying Oracle will deploy a large batch of its forthcoming MI450 chips next year. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses General Motors incurring $1.6 billion in charges tied to its pullback from electric vehicles due to US policy changes. The charges include $1.2 billion in non-cash impairment and other charges to realign EV capacity to consumer demand, and the rest relate to canceling contracts and settling commercial arrangements. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing delivering 160 aircraft during the third quarter, the most since 2018 and an indicator the planemaker is rebounding from the turmoil that damaged its finances and reputation. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kellanova offering a version of Pop-Tarts with higher protein content starting in early November, following PepsiCo Inc.'s plans for a higher-protein version of Doritos. See omnystudio.com/listener for privacy information.

Oct 13

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI signing a multiyear agreement with Broadcom to collaborate on custom chips and networking equipment. The plan is to add 10 gigawatts’ worth of AI data center capacity, with the companies beginning to deploy racks of servers containing the gear in the second half of 2026. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest news at First Brands. First Brands Group’s little-known Chief Executive Officer Patrick James has resigned from the company. James will be replaced by Charles Moore as interim CEO, according to a company statement. Last month he was appointed chief restructuring officer as the company filed for bankruptcy. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Bros Discovery rebuffing Paramount Skydance's initial takeover approach for being too low. That’s according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner. See omnystudio.com/listener for privacy information.

Oct 10

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses news that Fifth Third will purchase Comerica for $10.9 Billion in Stock. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon naming Dan Schulman CEO. He’ll replace Hans Vestberg. - Ed Ludlow, BTech Co-Anchor, discusses OpenAI inking an AMD chips deal worth tens of billions of dollars. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM shares jumping on an AI software pact with Anthropic Enterprise. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell’s investor day. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. - Katherine Doherty, Bloomberg Finance Reporter, discusses news that ICE will invest $2 billion in the betting platform ‘Polymarket.’ 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.

Oct 10

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks. See omnystudio.com/listener for privacy information.

Oct 9

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Delta Airlines earnings. Delta Air Lines Inc. reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. PepsiCo Inc. is working to cut costs and overhaul its portfolio to meet consumers' shifting tastes, while engaging in discussions with activist investor Elliott Investment Management. -Craig Trudell, Bloomberg Global Autos Editor, discusses Ferrari issuing cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle. -Geetha Ranganathan, Bloomberg Intelligence Analyst, discusses Paramount Skydance discussing its interest in acquiring Warner Bros. Discovery with Apollo Global Management, according to people familiar with the matter. See omnystudio.com/listener for privacy information.

Oct 8

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artificial intelligence startup xAI is raising more financing than initially planned, tapping backers including Nvidia Corp. to lift its ongoing funding round to $20 billion. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses his research on why TV broadcasters likely won’t win easing of FCC's caps in October. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses highlights from Dell investor day. He also talks about how legacy tech companies are finding their footing with AI. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. He discusses BMW shares sliding the most since November after the company lowered its financial guidance on weak sales in China and tariff costs. He also talks about Tesla introducing new versions of its top-selling models priced at under $40,000 to counteract the loss of US incentives for electric cars. See omnystudio.com/listener for privacy information.

Oct 7

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products. -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate. -- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio. See omnystudio.com/listener for privacy information.

Oct 6

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices inking a deal with OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue. - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Fifth Third Bancorp agreeing to buy Comerica Inc. for about $10.9 billion in stock, the largest US bank deal this year. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon Communications naming Dan Schulman as chief executive officer, replacing Hans Vestberg. Vestberg, who has served as CEO since 2018, will stay on through Oct. 4, 2026, to help ensure a smooth transition in leadership. -Adrian Balfour, Founder and Chariman at Envorso, discusses the latest autos news, including how the transition to electric vehicles is going. See omnystudio.com/listener for privacy information.

Oct 3

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify naming Alex Norström and Gustav Söderström Co-CEOs. - Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses EA agreeing to a sale in the largest leveraged buyout on record. - Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses news that Exxon is planning to cut about 2,000 Workers. - Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research “AI Power Demand Fuels $350 Billion Build Cycle.” - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave inking a $14 Billion with Meta. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. 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.

Oct 3

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ed Ludlow, BTech Co-Anchor, discusses how BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. MGX, an AI investment company, is also involved in the talks and would invest independently as part of a transaction, with Mubadala having already invested in Aligned. - Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses how Boeing Co.'s 777X is slated to fly commercially for the first time in early 2027, a fresh setback to the US planemaker. The delay could result in potentially billions of dollars in accounting charges, with analysts estimating the non-cash accounting charge could run from $2.5 billion to as much as $4 billion. -- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her outlook for cruises. Bloomberg Intelligence says that Carnival, Royal Caribbean and Norwegian may need to be more vigilant about consumer demand for cruises in 2026. -- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why toymakers are facing demand uncertainty ahead of the holidays. Bloomberg Intelligence says Hasbro and Mattel's 3Q results in late October will be pivotal, with holiday demand -- which drives up to two-thirds of annual sales. See omnystudio.com/listener for privacy information.

Oct 2

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Ed Ludlow, BTech Co-Anchor, discusses OpenAI completing a deal to help employees sell shares in the company at a $500 billion valuation, making it the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors, boosting the US company’s price tag well past its previous $300 billion level. - Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla and Rivian deliveries. Tesla reported a surprise record quarter of vehicle sales as US consumers accelerated electric-car purchases before federal tax credits expired. Rivian Automotive narrowed its annual delivery guidance toward the lower end of its prior range, the latest pullback as the electric-vehicle maker grapples with the loss of consumer incentives in the US. - Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Warren Buffett’s Berkshire Hathaway reaching a deal to buy Occidental Petroleum Corp.’s petrochemical business for about $9.7 billion in cash. - Kristina Peterson, Bloomberg Food Reporter, discusses the Bloomberg Big Take story: “McDonald's Quest for 50,000 Restaurants Starts With Texas Growth.” McDonald's is embarking on a multibillion-dollar global expansion to increase its store count and revenue, after falling behind in population growth areas. See omnystudio.com/listener for privacy information.

Oct 1

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Nike’s turnaround efforts are starting to pay off as the world’s largest sportswear company realigns the business around sports such as running and basketball. -Trevor Burgess, CEO of Neptune, discusses the company’s IPO beginning trading on 10/21/25. It’s listing on the NYSE. Neptune uses proprietary AI and advanced data science to provide residentially and commercial flood insurance across the U.S. Neptune does not use human underwriters, which streamlines underwriting, pricing, and policy issuance. -Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses his research: “Deep Dive: AI Power Demand Fuels $350 Billion Build Cycle.” According to BI: demand for power to support AI computing could spark a resurgence in nuclear energy that leads to a 60% increase in US reactor capacity by 2050, yet we don’t expect new plants to enter service until 2035. See omnystudio.com/listener for privacy information.

Sep 30

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave Inc. signing a deal to supply Meta Platforms Inc. with as much as $14.2 billion worth of computing power. The deal runs through December 2031 with an option to extend through 2032 with additional capacity, and helps diversify CoreWeave’s business away from Microsoft Corp. -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Exxon job cuts. Exxon Mobil Corp. plans to cut about 2,000 jobs globally as the Texas oil company consolidates smaller offices into regional hubs as part of its long-term restructuring plan. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Spotify saying founder Daniel Ek will step down as CEO next year, with Alex Norström and Gustav Söderström becoming co-CEOS. Daniel Ek will transition to the role of Executive Chairman effective Jan 1st. Gustav Söderström is currently co-President and Chief Product and Technology Officer; Alex Norström is currently co-President and Chief Business Officer. See omnystudio.com/listener for privacy information.

Sep 29

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses Electronic Arts agreeing to sell itself to Saudi Arabia's sovereign wealth fund and private equity firms in a deal that values the company at about $55 billion. -Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Carnival raised its full-year earnings forecast for the third straight quarter, citing a record pace for forward bookings and improving net yields. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses why Super Micro Computer is solidly positioned in a $312 billion AI-server market. He also discusses why robust cloud demand for higher-capacity hard-disk drives could fuel 17% sales growth for Western Digital in fiscal 2026. See omnystudio.com/listener for privacy information.

Sep 26

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Live Nation being hit with an FTC ticket suit. - Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses “Pfizer’ planning to buy Metsera for $4.9 billion. - Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the U.S warning against Tylenol use. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses his story “Oura Ring Maker to Become $11 Billion Company With Latest Raise.” - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile’s succession plan. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel returning to late night television. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks closing stores. 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.

Sep 26

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on TikTok. The Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. TikTok’s Chinese parent company will likely get about half of the profit from the platform’s US operation even after it sells majority ownership to American investors as part of a deal orchestrated by President Donald Trump, according to people familiar with the matter. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses how President Donald Trump's plan to impose a 100% tariff on branded drug imports was greeted with a shrug by many investors, who are betting his exemptions for companies with US manufacturing will soften any blow. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses news that Boeing will regain more powers from regulators to conduct final safety checks and issue airworthiness certificates for some 737 Max and 787 jets prior to delivery. See omnystudio.com/listener for privacy information.

Sep 25

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Spencer Soper, Bloomberg Tech Reporter, discusses Amazon.com agreeing to pay $2.5 billion in penalties and refunds and change its process for how to cancel its Prime subscription to settle a lawsuit by the US Federal Trade Commission. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks saying it will close 1% of its stores in the US and Canada and cut 900 jobs as part of its turnaround plan. - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses CarMax reporting significant earnings per share and sales shortfalls for the second quarter. See omnystudio.com/listener for privacy information.

Sep 24

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *BROADCASTING FROM BLOOMBERG PHILANTHROPIES GLOBAL FORUM AT THE PLAZA* -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology Inc. shares fell after the company's forecast failed to impress investors, despite fiscal first-quarter revenue and profit expectations being higher than estimated. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Jimmy Kimmel’s show returning. Jimmy Kimmel returned to TV, saying "it was never my intention to make light of the death of a young man" and receiving a warm reception from the audience. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales. New-home sales in the US surged in August to the fastest pace since early 2022, likely lifted by builders' price cuts and sales incentives. See omnystudio.com/listener for privacy information.

Sep 23

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Ann Hunter, Bloomberg Intelligence Senior Equity Analyst, Biopharmaceuticals, discusses the Trump administration linking Tylenol to autism and urging pregnant women to avoid the common pain medication despite the lack of widely accepted scientific evidence supporting the risk. - Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss the latest on TikTok. Although the exact framework surrounding ByteDance’s deal with the US government is yet to be announced, recent reports suggest that the company is planning to divest a key portion of ownership in TikTok to a consortium of US investors. With millions of users, engagement hours, in-app purchase revenue and ad dollars, TikTok appears to be a solid acquisition target. See omnystudio.com/listener for privacy information.

Sep 22

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst and Anurag Rana, Bloomberg Intelligence Technology Analyst, discuss the White House saying that Oracle Corp. would recreate and provide security for a new US version of TikTok’s algorithm under a deal taking shape to sell the popular Chinese-owned app to a consortium of American investors. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer agreeing to buy Metsera for an enterprise value of about $4.9 billion to catch up in the booming obesity market. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Oura Health Oy raising $875 million in a new Series E financing round valuing it around $10.9 billion. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses T-Mobile US Inc elevating its chief operating officer, Srini Gopalan, to the chief executive officer spot on Nov. 1, replacing Mike Sievert. See omnystudio.com/listener for privacy information.

Sep 20

- Michael Casper, Bloomberg Intelligence US Equity Strategist, discusses Trump stating companies should report earnings every six months - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Cracker Barrel and Darden Restaurants. - Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. Craig Trudell, Bloomberg Global Autos Editor discusses Elon Musk’s buying $1 billion worth of Tesla shares. - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla Probe by US Safety Agency Derrick Flakoll, BNEF Lead US Policy Analyst, discusses North America's biggest renewable energy conference. - Damian Sassower, Chief EM Strategist with Bloomberg Intelligence and Co-Host of Bloomberg Business of Sports, discusses his research "The $2.65 Trillion Global Business of Sports Getting Bigger Fast. Dimitra Kessenides, Bloomberg News Senior Editor, discusses the Best Business School Ranking by Bloomberg Businessweek See omnystudio.com/listener for privacy information.

Sep 19

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst discusses Lennar Corp.'s forecast for quarterly home orders missing analysts' estimates due to affordability concerns and the wavering job market. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, with analysts expecting 21,047. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on Nexstar and Sinclair likely keeping their critical push for deregulation on track at the Federal Communications Commission after they promptly followed FCC Chair Brendan Carr's prodding to stop carrying "Jimmy Kimmel Live" on their local broadcast TV stations in response to comments the late-night host made about Charlie Kirk's death. - James Walker, CEO and Board Member at Nano Nuclear Energy, on adopting nuclear reactors in the UK See omnystudio.com/listener for privacy information.

Sep 18

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. - Gene Seroka, CEO at Port of LA, joins to discuss the US supply chain, shipping, tariff impact. August trade volumes at the busiest container gateway in the US held near an all-time record set in July but are set to drop by 10% this month as President Donald Trump’s tariffs bite and trade war uncertainty continues to mount. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses on earnings from Cracker Barrel and Darden Restaurants. Cracker Barrel Old Country Store Inc. slumped after its sales guidance missed expectations, showing the brand is still dealing with the fallout from its controversial and short-lived logo change. Darden Restaurants Inc. rolled out smaller-portioned, lower-priced entrées at select Olive Garden locations during the quarter, part of its strategy to make menus more affordable and boost sales, Chief Executive Officer Rick Cardenas said on an earnings call. See omnystudio.com/listener for privacy information.

Sep 17

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Mandeep Singh Bloomberg Intelligence Global Head of Technology Research joins to discuss the latest news on Nvidia. China’s internet watchdog has instructed companies including Alibaba Group Holding Ltd. and ByteDance Ltd. to terminate orders for Nvidia Corp.’s RTX Pro 6000D, the Financial Times reported. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills recent earnings. General Mills Inc. posted a solid quarter, but kept its outlook in place as the maker of Cheerios cereal called out consumers being cautious from economic uncertainty. - Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, on latest news from TikTok. After more than a year of negotiations, the US and China have struck a framework agreement to hive off the US operations of social media platform TikTok to a consortium that includes software giant Oracle Corp. See omnystudio.com/listener for privacy information.

Sep 16

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Stacey Vanek Smith - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst discusses US auto safety regulators opening an investigation into whether some Tesla vehicle doors are defective, citing incidents in which exterior handles stopped working and trapped children inside. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest tech companies' moves to power their AI infrastructure -Jeff Brown, Founder and CEO of T2 Capital Management, discusses his outlook for commercial real estate for 2205 and 2026 See omnystudio.com/listener for privacy information.

Sep 15

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Isabelle Lee - Mandeep Singh, Bloomberg Intelligence Global Head of Technology Research discusses China ruling that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Trump's comments signaling a deal was reached with China on TikTok, giving at least some reason to believe the popular video-sharing app's extended US legal limbo will end. -Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk buying about $1 billion worth of shares, sending the carmaker’s stock soaring into positive territory for the year. See omnystudio.com/listener for privacy information.

Sep 12

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Scarlet Fu and Norah Mulinda On this podcast: - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to buy EchoStar Spectrum for $17 billion. - Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to buy Teck in a deal reshaping mining. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk cutting 11% of its staff. - Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story: “Trump Is Unwinding Climate Science at a Dangerous Pace.” - Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC agreeing to buy Colorado’s FirstBank for about $4.1 billion. - Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Tesla's Dangerous Door Design Can Trap People Inside.” 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.

Sep 12

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the US Federal Trade Commission investigating whether Amazon and Google misled advertisers about the terms and pricing for ads on their websites. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Adobe earnings and latest tech news. Adobe gave a strong quarterly revenue outlook, suggesting a payoff from its investment in AI features, with sales expected to be about $6.08 billion to $6.13 billion. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount Skydance preparing a bid for rival Warner Bros. Discovery, according to people with knowledge of the matter. See omnystudio.com/listener for privacy information.

Sep 11

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Norah Mulinda -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kroger earnings. Kroger raised its full-year sales forecast on food spending that’s remained stable even as consumers seek out bargains. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses how CVS Health, Ulta Beauty and Walmart are among retailers that have the potential to spur growth by connecting wellness and beauty. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Air Lines doubling down on its premium offerings and planning to provide a record number of more expensive seats next year as filling economy class continues to be challenging. -Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses the latest in real estate. See omnystudio.com/listener for privacy information.

Sep 10

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle earnings. Oracle shares gained after the company gave an aggressive outlook for its cloud business, cementing its place in the race to support demand for artificial intelligence computing. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk slashing 9,000 jobs globally. The company also cut its profit forecast for the third time this year as it fights to recover ground lost to its rival Eli Lilly & Co. in the obesity drug market. -Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Synopsys earnings. Synopsys shares drop after the chip-design software company reported third-quarter results that featured a weak read on design IP revenue. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings. Chewy shares sink after the retailer of pet products reported its second-quarter results and gave a disappointing outlook. See omnystudio.com/listener for privacy information.

Sep 9

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discusses Anglo American agreeing to acquire Canada’s Teck Resources, creating a more than $50 billion company in one of the biggest mining deals in over a decade. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses the departure of Dell Chief Financial Officer Yvonne McGill. According to Bloomberg Intelligence, this appears unlikely to affect the company's go-to-market strategy, despite her leaving a month before Oct. 7's analyst day. -Eric Roston, Bloomberg Climate Reporter, discusses the Bloomberg Big Take story on President Donald Trump unwinding climate science at a dangerous pace. -John Buran, CEO at Flushing Financial, discusses the latest on the Fed and regional bank activity. See omnystudio.com/listener for privacy information.

Sep 9

US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates. The number of workers on payrolls will likely be revised down by a record 911,000, or 0.6%, according to the government’s preliminary benchmark revision out Tuesday. The final figures are due early next year. Before the report, the government’s payrolls data indicated employers added nearly 1.8 million total jobs in the year through March on a non-seasonally adjusted basis, or an average of 149,000 per month. The revision showed average monthly job growth was roughly half that. For instant reaction and analysis, Bloomberg's Tom Keene and Scarlet Fu spoke with: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist Michael McKee, Bloomberg International Economics and Policy Correspondent Stephanie Roth, Wolfe Research chief Economist See omnystudio.com/listener for privacy information.

Sep 8

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Scarlet Fu and Alexis Christoforous -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses SpaceX agreeing to acquire wireless spectrum from EchoStar Corp. for about $17 billion, allowing EchoStar to resolve a regulatory probe and pay down debt. -Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses PNC Financial Services Group fulfilling its goals for expanding across Colorado with the planned takeover of FirstBank Holding Co. -Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector. See omnystudio.com/listener for privacy information.

Sep 5

Hosts: Paul Sweeney and Scarlet Fu Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz separating into two publicly traded companies. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Elliott Investment Management’s stake in PepsiCo. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Google dodging a Chrome Sale in an Antitrust Case. - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses Apple’s AI talent leaving. - Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's earnings. - Antoine Vagneur-Jones BNEF Head of Trade and Supply Chains, discusses the transition to clean energy. - Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses how an "EU rule clarification may boost ESG Funds’ nuclear arms exposure." 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.

Sep 5

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, joins to discuss the latest on Elon Musk. Tesla proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion, a massive package without precedent in corporate America. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon quarterly earnings. Lululemon’s rough year continued as the once fast-growing apparel chain slashed its outlook on weakening demand and the Trump administration’s tougher trade policies. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins to discuss Broadcomm's recent earnings. Broadcom announced that plan to help OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia Corp. Its shares jumped by the most since April. Janet Lorin, Bloomberg Higher Education Finance Reporter, joins to discuss the latest turmoil for US colleges and universities. Northwestern University President Michael Schill resigned after a three-year tenure marked by controversy following protests on campus, conflict with the Trump administration over research funding and a hazing scandal in its football program. See omnystudio.com/listener for privacy information.

Sep 4

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu *Broadcasting Live from "Power Players New York" at Bloomberg HQ, 6th floor* - Angela Ruggiero, Cofounder at Sports Innovation Lab, Executive Board at World Rugby and at International Olympic Committee, discusses the business of Women's sports, current Rugby World Cup. See omnystudio.com/listener for privacy information.

Sep 3

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a US judge ruling against the government's proposals to break up Google, including a forced sale of its Chrome browser, in the biggest antitrust case in three decades. -Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest at Apple. Apple Inc.'s lead artificial intelligence researcher for robotics, Jian Zhang, has departed the company to join Meta Platforms Inc.'s competing effort. -Emily Cohn, Bloomberg Consumer Team Leader, discusses Macy's Inc. raising its annual outlook and reporting its best comparable sales growth in three years, citing strength across the company. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar Tree Inc. saying that profit for the current quarter would be little changed as the lift from price hikes to offset tariffs wanes. See omnystudio.com/listener for privacy information.

Sep 2

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz planning to split into two separate companies, one selling Heinz ketchup and other iconic condiments, and the other including slower-growing grocery products. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Activist investor Elliott Investment Management building a stake of about $4 billion in PepsiCo Inc., with plans to call for changes at the struggling beverage maker. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in biotech sector. The US Centers for Disease Control and Prevention is currently awash in controversy as its leader fights her firing. The FDA has approved Covid-19 boosters for individuals with qualifying conditions and seniors age 65 and older, which may lead to higher out-of-pocket costs for others. See omnystudio.com/listener for privacy information.

Aug 29

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast: - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses the Nexstar, Tegna merger and antitrust issues. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly’s latest obesity pill trial. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T agreeing to buy EchoStar spectrum licenses for about $23 billion. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's and Abercrombie earnings. 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.

Aug 29

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst joings to discuss Dell's recent earnings. Dell reported that they booked fewer sales of artificial intelligence servers than in the previous three months and reported profit margins on the powerful machines that fell short of analysts’ estimates. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst discusses Caterpillar tariff risks Just three weeks after its last quarterly report, Caterpillar Inc. is warning investors it now expects tariffs to have an even greater impact on its business, costing it as much as $1.8 billion this year. Bin Ren, Founder and CEO at SigTech joins to discuss the future of AI. For all the handwringing about Nvidia Corp.’s sky-high market value pushing the stock into bubble territory, its revenue growth keeps investors buying. Bess Freedman, Chief Executive Officer at Brown Harris Stevens, joins to discuss residential real estate. Despite challenges including high mortgage rates and a lack of affordable supply, analysts see potential for further upside in homebuilder stocks, driven by factors such as rate stabilization and consumer confidence. See omnystudio.com/listener for privacy information.

Aug 28

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst discusses Nvidia earnings. Nvidia gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to discuss Dollar General earnings. Dollar General gave investors a mixed bag as it barely increased its sales forecast while also pointing to looming pressure on costs and margin. The discounter has benefited from shoppers looking for more deals. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, joins to discuss Best Buy and Dick's Sporting Goods earnings. Best Buy warned that tariffs continue to weigh on its business ahead of the holiday shopping season, despite boosting sales for the first time in more than three years. And Dick’s Sporting Goods as prepares to acquire Foot Locker investors are nervous about management’s ability to turn around the struggling sneaker chain. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to discuss Snowflake and CrowdStrike earnings. CrowdStrike reported earnings with strong results but a sales forecast that narrowly missed analysts’ estimates. And Snowflakegave a strong outlook, calming investor anxiety about the impact of a slowing economy and new competition from artificial intelligence upstarts. See omnystudio.com/listener for privacy information.

Aug 27

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Kohl’s and Abercrombie & Finch. Kohl’s Corp. shares surged after the company offered a more optimistic full-year sales outlook, expecting comparable sales to fall no more than 5% this year. Abercrombie & Fitch Co. raised its full-year sales guidance following a stronger-than-expected quarter at the teen-focused Hollister brand. -Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Williams Sonoma earnings. Williams-Sonoma Inc. raised its full-year sales growth target after a strong second-quarter showing across all brands. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Cracker Barrel Old Country Store getting rid of a new logo that sparked controversy and prompted a slump in its share price. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses JM Smuckers earnings. JM Smucker Co. shares fell after it reported that first-quarter net sales were weighed down by decreased sales of certain products. See omnystudio.com/listener for privacy information.

Aug 26

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Alexis Christoforous -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses EchoStar agreeing to sell spectrum licenses to AT&T Inc. for about $23 billion in a deal that will help the company stay out of bankruptcy and fend off regulatory concerns about its airwave use. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly & Co.'s experimental obesity pill helping patients lose 9.6% of their body weight in a trial. -Diana Gomes, Bloomberg Intelligence Senior Equity Research Analyst, discusses EssilorLuxottica exploring a potential deal to increase its stake in Nikon Corp., people with knowledge of the matter said. -Patricio Alvarez, Bloomberg Intelligence Equity Research Analyst, Power & Gas Utilities, discusses how Orsted is being impacted after President Donald Trump's administration ordered construction to halt on an almost-finished offshore wind farm. See omnystudio.com/listener for privacy information.

Aug 25

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Keurig Dr Pepper agreeing to buy JDE Peet’s NV for €15.7 billion to bolster its struggling coffee business. The company plans to separate its coffee and soft drinks units into two independent, US-listed companies next year once the deal is completed, according to a statement. -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the Pinault family reaching out to potential buyers of Puma SE after the company lost about half of its market value in the past year, according to people familiar with the matter. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple kicking off a bold three year plan for its’ iPhone redesign push. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a potential acquisition of Tegna by Nextar Media Group for $6.2 billion. The merger awaits approval by the FCC and will require navigating antitrust regulations. See omnystudio.com/listener for privacy information.

Aug 22

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX earnings. - Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Estee Lauder earnings. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. - Matt Henricksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings. - Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk news. - Ana Davies, BNEF's Head of Renewable Fuels, discusses renewable fuels. 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.

Aug 22

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance. They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice Chair Federal Reserve Chair Jerome Powell carefully opened the door to an interest-rate cut in September, pointing to rising risks for the labor market even as worries over inflation remain.“The stability of the unemployment rate and other labor market measures allows us to proceed carefully as we consider changes to our policy stance,” Powell said in remarks prepared for the Fed’s annual conference in Jackson Hole, Wyoming on Friday. “Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” Following Powell’s remarks investors boosted bets that the Federal Open Market Committee would cut rates at their Sept. 16-17 meeting. See omnystudio.com/listener for privacy information.

Aug 21

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart Inc. shares fell after profit missed expectations for the first time in three years, due to a rise in insurance claims, legal charges and restructuring costs. -Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo agreeing to buy Dayforce Inc. for $70 a share in cash, according to a statement. The deal values Dayforce at $12.3 billion including debt and includes a significant minority investment from a wholly-owned subsidiary of the Abu Dhabi Investment Authority. -Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing heading closer to finalizing a deal with China to sell aircraft, according to people familiar with the matter, which would end a sales drought that stretches back to US President Donald Trump’s last visit in 2017. See omnystudio.com/listener for privacy information.

Aug 20

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexis Christoforous - Todd Gillespie, Bloomberg Finance Reporter, discusses Citigroup hiring law firm Paul Weiss to investigate complaints about the behavior of Andy Sieg, the bank's wealth-management chief, according to people with direct knowledge of the matter. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target Corp. naming Michael Fiddelke as its next chief executive officer, who will start in February and also join Target's board. She also discusses second quarter earnings. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lowe’s Cos. agreeing to buy Foundation Building Materials for about $8.8 billion in cash to accelerate its push to serve more professional customers. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Cos. raising its full-year earnings per share outlook after better-than-expected results, a sign that shoppers wary of economic uncertainty are turning to discounters. See omnystudio.com/listener for privacy information.

Aug 19

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump administration being in discussions to take a stake of about 10% in Intel Corp. by converting grants made under the US Chips and Science Act into equity. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot Inc. sales returned to growth in the second quarter as shoppers invested in smaller projects, such as lighting and gardening. -Matt Henriksson, Bloomberg Intelligence Senior Medtech Analyst, discusses Medtronic earnings. Medtronic reported profit that beat estimates and lifted full-year earnings guidance. Medtronic Plc will expand its board after Elliott Investment Management became one of its biggest investors, and will appoint medical technology veterans John Groetelaars and Bill Jellison as independent directors. See omnystudio.com/listener for privacy information.

Aug 18

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Madison Muller, Bloomberg Health Reporter, discusses Novo Nordisk A/S slashing the cost of Ozempic for cash-paying patients to $499 a month. - Novo Nordisk A/S shares also advanced after the drugmaker’s blockbuster weight-loss drug Wegovy received US approval to treat a serious form of liver disease. -Niraj Patel, Bloomberg Intelligence Senior Software Analyst, discusses Thoma Bravo being in talks to acquire Dayforce Inc., a human resources management software provider, according to people familiar with the matter. -- Francis Duflot, Bloomberg Intelligence Airlines/Aerospace Equity Analyst, discusses Air Canada pulling its financial guidance through year-end, citing the impact of a strike by flight attendants that has caused the airline to cancel hundreds of flights. -- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses current and former OpenAI employees planning to sell approximately $6 billion worth of shares to an investor group that includes Thrive Capital, SoftBank Group Corp. and Dragoneer Investment Group. See omnystudio.com/listener for privacy information.

Aug 15

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. - Sagit Manor, Nayfax Chief Financial Officer, discusses Nayax earnings. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount buying UFC rights for $7.7 billion. - Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear’ agreeing to buy the U.S underwear maker ‘Hanesbrands.’ - Andrew Grant, BNEF Head of Intelligent Mobility, discusses Robocars. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco earnings. - Erik Schatzker, Editorial Director of Bloomberg New Economy, discusses the Bloomberg Big Take story titled: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.” 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.

Aug 15

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Ryan Gould, Bloomberg Deals Reporter, discusses The Trump administration considering using funds from the US Chips Act to take a stake in Intel Corp., according to people familiar with the discussions, as part of efforts to rescue the embattled chipmaker and shore up domestic semiconductor manufacturing. -Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Pandora weighing potential price increases in the US and elsewhere due to higher tariffs imposed by President Donald Trump, according to its chief executive officer. - Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Libby Cantrill, Pimco's head of public policy, warning that selling shares in Fannie Mae and Freddie Mac could drive up mortgage rates unless the sale preserves the government's commitment to financially support the institutions. See omnystudio.com/listener for privacy information.

Aug 14

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere shares tumbling the most in over three years as the world’s biggest farm machinery maker pared its annual earnings outlook with lower grain prices curbing growers’ spending. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Cisco Systems giving a cautious forecast for the current fiscal year, with revenue expected to range from $59 billion to $60 billion. -Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses why BI thinks any Nvidia, AMD export sales sharing lawsuit would need a prayer. -Tom Metcalf, Bloomberg Finance Editor, discusses how US and Canadian banks are summoning staffers back to their offices at a faster rate than European rivals, widening the divide in one of finance’s defining workplace debates. See omnystudio.com/listener for privacy information.

Aug 13

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses CoreWeave shares falling after the company reported a wider quarterly loss and gave a disappointing earnings outlook, raising concerns about its rapid AI data center expansion pressuring profit margins. -Abigail Gilmartin, Bloomberg Intelligence Footwear and Athleisure Analyst, discusses Gildan Activewear agreeing to buy Hanesbrands Inc. for about $2.2 billion in cash and stock, aiming to double its annual sales -Sagit Manor, Nayfax Chief Financial Officer, discusses Nayfax earnings. -Brian Hefty, Co-host of Ag PhD TV and Radio, and CEO of Hefty Seed Company, discusses macro AG trends. See omnystudio.com/listener for privacy information.

Aug 12

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda - Ed Ludlow, Bloomberg Technology Co-Host, discusses Beijing urging local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes. Chinese authorities have sent notices to firms discouraging use of the H20 processors for government or national security-related work, but the notices did not constitute an outright ban. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses the cannabis industry. According to BI: Cannabis producers like Curaleaf and Tilray might to turn to asset sales, spinoffs or M&A, amid weak valuations and our analysis finding scant economic value added. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Elon Musk accusing Apple Inc. of favoring OpenAI, saying Apple makes it impossible for anyone other than OpenAI to reach the top of the App Store charts. -Erik Schatzker, Editorial Director, Bloomberg New Economy, discusses the Bloomberg Big Take story: “Scott Bessent on Tariffs, Deficits, and Trump’s Economic Plan.” See omnystudio.com/listener for privacy information.

Aug 11

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Ed Ludlow, Bloomberg Technology Co-Host, discusses Nvidia and Advanced Micro Devices agreeing to pay 15% of their revenues from Chinese AI chip sales to the US government to secure export licenses. Brendan Murray, Bloomberg Global Trade Editor, discusses tariffs. Small US companies are struggling to comply with President Donald Trump's new tariffs and cope with growing financial strains from higher import costs, according to Erin Williamson, vice president of US customs brokerage at Geodis. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount acquiring the exclusive rights to show all events from the Ultimate Fighting Championship in the US over the next seven years, in a $7.7 billion deal. See omnystudio.com/listener for privacy information.

Aug 8

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. - Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Molson Coors Earnings - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving a $30 billion stock award for CEO Elon Musk. 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.

Aug 8

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Under Armour forecasted worse-than-expected sales and profit for the current quarter, stalling a turnaround plan that was taking hold. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Wendy’s earnings. Wendy’s Co. cut its full-year sales guidance after posting a bigger-than-expected quarterly decline, highlighting the economic pressures weighing on the chain’s US business. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Meta Platforms Inc. has selected Pacific Investment Management Co. and Blue Owl Capital Inc. to lead a $29 billion financing for its data center expansion in rural Louisiana. Meantime, SoftBank Group Corp. is the buyer of Foxconn Technology Group's electric vehicle plant in Ohio, a move aimed at kick-starting the Japanese company's $500 billion Stargate data center project with OpenAI and Oracle Corp. -Tom Orlik, Bloomberg Economics Chief Economist, discusses the new book 'The Price of Money: A Guide to the Past, Present and Future of the Natural Rate of Interest.' See omnystudio.com/listener for privacy information.

Aug 7

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Damian Garde, Bloomberg News Health Reporter, discusses the latest on Eli Lilly. Eli Lilly shares tumbled as disappointing data on its new weight-loss pill overshadowed strong growth from the company’s current obesity medicine, which helped drive it to raise its yearly profit and sales outlook. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses earnings from Warner Brothers Discovery and Peloton. Warner Bros. Discovery Inc., the parent of HBO and CNN, swung to a profit in the second quarter, buoyed by a string of successes at the box office. Peloton Interactive Inc. projected a sales decline for the current quarter and said it would cut jobs, but expressed confidence in a turnaround plan under new management. - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses President Donald Trump calling on Intel Corp.'s CEO to resign due to what he called conflicts of interest. This adds to the challenges for a company that is supposed to anchor restoration of the US semiconductor industry. See omnystudio.com/listener for privacy information.

Aug 6

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this year. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonald’s earnings. McDonald’s Corp. sales picked up in the latest quarter, suggesting that pop culture-focused collaborations and budget meals are helping to offset diners’ economic anxiety. - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses SuperMicro earnings. Super Micro Computer Inc. lowered its fiscal-year revenue forecast to at least $33 billion, raising questions about sales and pricing pressures around powerful AI servers. See omnystudio.com/listener for privacy information.

Aug 5

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Palantir earnings. Palantir Technologies Inc. reported its biggest-ever quarterly sales growth, citing the "astonishing impact" of artificial intelligence technology on its business. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Molson Coors. Molson Coors Beverage Co. lowered its full-year guidance due to continued pressure from a weak consumer, falling US market share and rising costs tied to aluminum tariffs. -- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses earnings from Caterpillar. Caterpillar Inc. expects to face net incremental tariffs of $1.3 billion to $1.5 billion this year. Chief Executive Officer Joe Creed said the company will be able to offset the impact of tariffs, but is looking for more clarity before deciding which actions to take. See omnystudio.com/listener for privacy information.

Aug 4

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla approving an interim stock award worth about $30 billion for Chief Executive Officer Elon Musk to keep his attention on the automaker. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, recaps Berkshire Hathaway earnings. BI also says that Warren Buffett is unlikely to ignite a bidding war with Union Pacific over Norfolk Southern, but a successful deal between the two would create operational disadvantages for Berkshire Hathaway's BNSF rail unit. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses workers at Boeing 's St. Louis-area defense factories striking after union members rejected the company's modified contract offer. See omnystudio.com/listener for privacy information.

Aug 1

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Norah Mulinda On this podcast: - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the deal between Union Pacific and Norfolk Southern. - Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk earnings. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and JetBlue earnings. - Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla making AI chips in a multi-year deal. - Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. - Martin Tengler, Head of Hydrogen Research at Bloomberg NEF, discusses his outlook for hydrogen. 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.

Aug 1

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alexandra Semenova -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Amazon.com Inc. projected weaker-than-expected operating income and trailed the sales growth of its cloud rivals. -Angelo Zino, Senior Vice President and Equity Analyst, at CFRA Research, recaps Apple earnings. Apple Inc. reported its fastest quarterly revenue growth in more than three years, with revenue rising 9.6% to $94 billion in the fiscal third quarter. -Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, recaps Chevron and Exxon earnings. Exxon Mobil Corp. and Chevron Corp. posted better-than-expected results after record oil production cushioned the impact of lower crude prices. See omnystudio.com/listener for privacy information.

Jul 31

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Kurt Wagner, Bloomberg Tech Reporter, discusses Meta earnings. Meta Platforms Inc. is increasing spending next year, with executives saying now is the time to seize on investment opportunities in artificial intelligence. -Damian Garde, Bloomberg News Health Reporter, discusses how a trial of Eli Lilly & Co.'s diabetes drug Mounjaro fell short of expectations that it would do a better job of preventing heart attacks and strokes than its older medicine Trulicity. -Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Qualcomm earnings. Shares of Qualcomm Inc., the biggest maker of chips that run smartphones, fell after the company reported lackluster growth in that market, fueling concerns that tariffs will take a toll on the industry. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Comcast earnings. Comcast Corp. lost 226,000 domestic broadband subscribers in the quarter ended June 30, but this was better than analysts' forecasts for losses of 257,000. See omnystudio.com/listener for privacy information.

Jul 30

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker -Joel Levington, Bloomberg Intelligence Global Director of Credit Research, discusses Harley Davidson earnings. Harley-Davidson shares rose after the sale of a minority stake in its captive-finance unit to KKR and Pimco. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft Heinz earnings. Kraft Heinz Co. used price increases to help offset volume declines as the company continues a strategic review of its brands. The company beat Wall Street sales estimates, with organic revenue in the second quarter declining 2%, aided by pricing rising 0.7 percentage points. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps earnings from Starbucks. Starbucks Corp. sales and profit fell more than anticipated, with comparable sales dropping 2% in the fiscal third quarter. Chief Executive Officer Brian Niccol said the turnaround efforts are “ahead of schedule,” and he vowed to unleash “a wave of innovation in 2026.” -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Tesla agreeing to buy $4.3 billion worth of US-built batteries from LG Energy Solution Ltd., according to a person familiar with the matter. See omnystudio.com/listener for privacy information.

Jul 29

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk shares falling by a record. The company named Maziar Mike Doustdar as chief executive officer after a profit warning due to slumping weight-loss drug sales. -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific agreeing to acquire Norfolk Southern in a $72 billion cash-and-stock transaction, forming the only US transcontinental railroad. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses earnings from Boeing and JetBlue. Boeing almost halted its cash burn in the second quarter, generating cash from operations for the first time since 2023 and consuming just $200 million in free cash flow. JetBlue Airways shares climbed after the carrier posted a smaller-than-expected loss in the second quarter as demand rebounded and efforts to turn around the struggling carrier gained traction. See omnystudio.com/listener for privacy information.

Jul 28

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker -Craig Trudell, Bloomberg Global Autos Editor, discusses Samsung making Tesla AI chips in a multiyear Texas deal. Samsung Electronics will produce AI semiconductors for Tesla in a new $16.5 billion pact that marks a win for its underperforming foundry division. -Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Heineken earnings. Heineken saw a decline in beer volumes due to retailer disputes across Europe that dragged on sales and limited its ability to take advantage of the summer heat wave. -Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “Trump Tariffs Are Already Stunting World Growth as Markets Shrug.” As President Donald Trump barrels toward his latest tariff deadline, the damage to the global economy from American protectionism is becoming increasingly evident, even if financial markets seem to have decided they can live with it. See omnystudio.com/listener for privacy information.

Jul 25

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. - Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. - John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton Worldwide earnings. - David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. - Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses the Bloomberg Big Take story: “Elon Musk’s Empire Is Creaking Under the Strain of His Antics.” Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jul 25

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Isabelle Lee Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications losing 111,000 residential high-speed internet customers in the period ending June 30, more than analysts had predicted. She also discusses the US Federal Communications Commission approving Paramount Global's merger with Skydance Media after the Trump administration extracted concessions on the news and entertainment company's political coverage and diversity practices. Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discusses Intel earnings. Intel Corp.'s shares tumbled after CEO Lip-Bu Tan sparked concerns that he is more focused on cost cutting than restoring the chipmaker's technological edge. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Puma shares plunging after the company slashed its profit forecast due to weak demand for its sports and exercise gear and growing concerns about US tariffs. Poonam also discusses the latest news at Amazon. - Brett Gibbs, Bloomberg Intelligence Refining & Renewable Fuels Analyst, discusses Phillips 66 earnings. Phillips 66 is maximizing diesel production to take advantage of strong demand and says it would consider investing in projects that give its refineries the flexibility to make more of the fuel. See omnystudio.com/listener for privacy information.

Jul 24

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Union Pacific being in advanced discussions with Norfolk Southern Corp. about a potential tie-up that would be the industry's largest deal ever. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, recaps Tesla earnings. Elon Musk warned of difficult times ahead for Tesla Inc. following one of the carmaker’s worst stretches since it first started producing electric sedans over a dozen years ago. -Siddharth Philip, Bloomberg Chief Correspondent for Global Aviation, discusses airline earnings. American Airlines Group Inc. scaled back its earnings outlook due to deep fare discounts and a slump in consumer demand, causing its shares to drop. Southwest Airlines Co. expects economic turmoil to erase as much as $1 billion of its annual pre-tax profit this year, prompting the US airline to offer shareholders a much-reduced outlook for 2025. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Alphabet Inc. said demand for artificial intelligence products boosted quarterly sales, and now requires an extreme increase in capital spending. See omnystudio.com/listener for privacy information.

Jul 23

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T earnings. AT&T reported second-quarter results that mostly exceeded Wall Street estimates, including faster-than-expected growth in wireless phone subscribers. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Hasbro earnings. Hasbro is raising its full-year outlook after a record quarter for its Magic: The Gathering card game. Second-quarter revenue was $980.8 million, beating analysts’ estimates of $880.5 million, and adjusted earnings per share were $1.30, beating projections for 77 cents. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses Hilton earnings. Hilton Worldwide Holdings Inc. lowered expectations for net income for 2025 as demand for US hotel bookings declined in the second quarter. US travel demand has faced headwinds in recent months, including lower consumer confidence and a decline in international visitors. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on the Microsoft hack. The number of companies and organizations compromised by a security vulnerability in Microsoft Corp.'s SharePoint servers is increasing rapidly, with the tally of victims soaring more than six-fold in a few days, according to Eye Security. See omnystudio.com/listener for privacy information.

Jul 22

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s shares surging as much as 105%, a record move for the department store operator. The stock was halted for volatility after paring its gain to 62%. -David Welch, Bloomberg Detroit Bureau Chief, discusses GM earnings. General Motors said it suffered a $1.1 billion profit hit from Donald Trump’s tariffs and revealed no plan for a near-term fix to return to pre-tariff profit levels. -Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Coca Cola and Philip Morris earnings. Coca-Cola said it is launching a new Coke product for American consumers made with US cane sugar this fall. Philip Morris International Inc.'s shares fell after shipments of its Zyn nicotine pouches accelerated by less than analysts had expected, with Zyn shipments reaching 191.3 million cans in the Americas in the second quarter. -Will Lee, Bloomberg Intelligence Aerospace & Defense Analyst, discusses Lockheed Martin earnings. Lockheed Martin Corp. shares plunged as much as 9% after the company reported earnings that missed analyst estimates and lowered its outlook for the year. See omnystudio.com/listener for privacy information.

Jul 21

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft warning that hackers are actively targeting customers of its document management software SharePoint, with security researchers flagging the risk of potentially widespread breaches around the world. -John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses Verizon earnings. Verizon Communications posted second-quarter revenue of $34.5 billion, up 5.2% from a year earlier, surpassing analysts' estimates. -Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis earnings. Stellantis NV announced a €2.3 billion first-half net loss, which Bloomberg Intelligence analyst Michael Dean said the new CEO Antonio Filosa is using to "kitchen sink" the results and provide a low earnings base. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Domino’s earnings and the latest in the foodservice industry. Domino’s Pizza shares rose after the restaurant operator reported second-quarter comparable sales growth that topped Wall Street expectations. See omnystudio.com/listener for privacy information.

Jul 18

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Lisa Mateo On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia and AMD resuming some AI chip sales to China. - Michelle Davis, Bloomberg Senior Deals Reporter, discusses the BN story: “Stealth Stake Sales Helped UnitedHealth Beat Wall Street Targets.” - Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses a recent pact between Hewlett Packard Enterprise and Elliott Investment Management. - Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses research about dating apps and how Gen Z is using them. -Craig Trudell, Bloomberg Global Autos Editor, discusses how Tesla shareholders will vote on whether to invest in CEO Elon Musk’s AI startup. - Meredith Annex, BNEF Head of Clean Power, discusses the latest on US Clean Power. - Isabelle Boemeke, Nuclear Electricity Influencer and Author, discusses the use of nuclear energy. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jul 18

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Lisa Mateo and Emily Graffeo Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Netflix reported revenue grew to $11.1 billion and earnings jumped to $7.19 a share, and raised its forecast for full-year sales and profit margins. Paige Smith, Bloomberg Consumer Finance Reporter, recaps American Express earnings. American Express Co.'s expenses grew in the second quarter due to risk-management investments and higher customer-engagement costs. Katherine Doherty, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Street's Secrets Spill Into Open and Face Rivals' Scrutiny.” See omnystudio.com/listener for privacy information.

Jul 17

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber teaming up with Lucid Group and Nuro to launch a robotaxi fleet, with plans to deploy at least 20,000 of the robotaxis over six years. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses United Airlines earnings. United Airlines said the second half of the year has become more predictable and suggested it may be able to beat its earnings targets after customers resumed booking flights. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses PepsiCo earnings. International growth helped buoy PepsiCo Inc.’s second quarter earnings, as the snacks and beverage giant said it plans to lean into higher-protein offerings and smaller portion sizes. See omnystudio.com/listener for privacy information.

Jul 16

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Goldman Sachs Group Inc.'s stock traders posted the largest revenue haul in Wall Street history, with equity-trading revenue of $4.3 billion for the second quarter. Morgan Stanley's stock traders scored their best second quarter on record, earning $3.72 billion in equity-trading revenue, a 23% jump from a year ago. Bank of America Corp.'s traders posted a record second quarter as the company reaped the benefits of volatile markets and net interest income topped analysts' estimates. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Hewlett Packard Enterprise creating a new strategy committee and agreeing to work with Elliott Investment Management to help boost value. Other members of the committee will include Gary Reiner, Raymond Lane and Charles Noski. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses Diageo Chief Executive Officer Debra Crew stepping down after a bruising run in which the company’s stock has plummeted. The maker of Guinness and Johnnie Walker whisky said Wednesday Chief Financial Officer Nik Jhangiani had been appointed interim CEO, with a search already under way for Crew’s permanent replacement. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses regional bank earnings. They include results from First Horizon, PNC Financial, and MT&T Bank. See omnystudio.com/listener for privacy information.

Jul 16

President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday night. While the lawmakers voiced support for the move, which would likely roil financial markets and lead to a consequential legal showdown, Trump has not made a final decision and could change his mind, according to the official who requested anonymity to discuss a private conversation. In response to multiple similar reports, President Trump says his administration is “very concerned”, but “not planning on doing anything” about Fed Chair Jerome Powell. Paul Sweeney and Lisa Mateo speak with Bloomberg's Chris Condon about the potential fallout. See omnystudio.com/listener for privacy information.

Jul 15

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. JPMorgan Chase & Co.’s investment bankers eked out a surprise gain in the second quarter. Citigroup's traders had their best second quarter in five years, with revenue buoyed by record trading volumes in the quarter. Wells Fargo’s total assets stood at $1.98 trillion at the end of the second quarter, an increase that followed its long-anticipated freedom from a Federal Reserve cap. Michelle Davis, Bloomberg Senior Deals Reporter, discusses how UnitedHealth Group had managed to pull off an impressive feat: more than 60 consecutive quarters of earnings that beat Wall Street estimates. Nicole D'Souza, Bloomberg Intelligence Internet and Software Equity Analyst, discusses Bloomberg Intelligence’s research about dating apps and how Gen Z is using them. BI says Gen Z is more likely to be single and not dating, have an unfavorable view of dating apps, and less likely to pay for dating apps. This is a change from Millennial dating patterns. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock dropping the most since April as revenue and performance fees missed estimates, even as the world’s largest money manager hit a record $12.5 trillion in assets. See omnystudio.com/listener for privacy information.

Jul 14

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo -Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Tesla shareholders will vote on whether to invest in Elon Musk’s xAI, the billionaire said, after the Wall Street Journal reported that SpaceX agreed to pump $2 billion into the artificial intelligence startup. -Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses the potential breakup of Kraft Heinz. Kraft Heinz may be preparing to spin off much of its grocery business, as reported by the Wall Street Journal, marking a shift toward higher-growth condiments and away from legacy brands as the company faces volume pressure. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest in the biotech sector. The 30-month stay for FDA approval of Mylan's Wegovy generic expired in June, but the US regulator is still prohibited from approving any Wegovy generic based on data exclusivity expiring in December. A trial has been set to start in early March. See omnystudio.com/listener for privacy information.

Jul 11

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and John Tucker On this podcast: - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. - Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses BI’s “Deep Dive: Trump Antitrust Machine a Work in Progress.” - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave buying Core Scientific in all-stock transaction. - Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla investor concerns about CEO Elon Musk’s new political party. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses what President Donald Trump’s tax bill means for pharma companies. - Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the 3rd quarter of 2025. - Mark Douglas, MNTN President and CEO, discusses the company’s recent IPO. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jul 11

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by John Tucker and Isabelle Lee -Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group attracting takeover interest from US Foods Holding. It’s a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said. -Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Levi Strauss. Levi Strauss raised its revenue outlook, expecting sales growth to outweigh the effect of President Donald Trump’s tariffs. -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Bloomberg Intelligence’s midyear outlook for global communications and networking equipment. BI says that tariffs and economic uncertainty could trip up the global networking sector's 2H sales recovery and earnings momentum. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Bloomberg Intelligence’s deep dive into the $500 billion pet economy. BI analysis says people are humanizing their pets more than ever, a trend that will help global pet-industry sales increase as much as 36% to reach almost half a trillion dollars by the end of the decade. See omnystudio.com/listener for privacy information.

Jul 10

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and John Tucker George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings. Delta Air Lines reinstated a profit outlook for the year, expecting an adjusted profit of $5.25 to $6.25 a share, and said travelers are coming back. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest tech news. Nvidia became the first company in history to achieve a $4 trillion market valuation, cementing its status as a kingpin in the global financial market. Plus, Meta Platforms has made high compensation offers to new members of its "superintelligence" team, including a more than $200 million package for a former Apple distinguished engineer. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses the latest retail and e-commerce news. Amazon expanded its annual Prime Day summer sale to four days from two, betting the extension would give shoppers more time to navigate the millions of deals on its web store. Momentum Commerce said its Amazon sales plunged 41% on Tuesday when compared with the start of Prime Day last year. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail discusses how Ralph Lauren is being impacted by tariffs. Ralph Lauren Chief Executive Officer Patrice Louvet said demand for its signature clothing remains strong. See omnystudio.com/listener for privacy information.

Jul 9

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda Ed Ludlow, Bloomberg Technology Co-Host, discusses Linda Yaccarino stepping down as CEO of X, according to her post on X. He also previews the Sun Valley Conference. Sally Bakewell, Bloomberg US Finance Team Leader, discusses Goldman Sachs’ plans to ask junior bankers to confirm their loyalty on a regular basis to limit advances from talent-hungry buyout firms. Tim Craighead, Bloomberg Intelligence Chief Content Officer, discusses his research on ten companies to watch right now in Q3. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Bloomberg Intelligence’s deep dive into the antitrust enforcement policies of President Donald Trump's administration. See omnystudio.com/listener for privacy information.

Jul 8

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the latest on Boeing. Boeing said it delivered 60 aircraft in June, its best showing in 18 months that reflects improvements in its factories and the resumption of US jet exports to China. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple losing its top AI models executive to Meta’s hiring spree. Ruoming Pang, a distinguished engineer and manager in charge of the company’s Apple foundation models team, is departing, according to people with knowledge of the matter. Brandon Daniels, CEO of Exiger, discusses the latest on President Trump’s tariffs. Trump began notifying trading partners of the new rates on Monday ahead of what was initially a deadline this week for countries to wrap up trade negotiations with his administration. See omnystudio.com/listener for privacy information.

Jul 7

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla shares falling after Elon Musk announced he's forming a new political party, the "America Party", which will focus on House and Senate seats for the next 12 months. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the impact of President Trump’s tax bill on the pharma industry. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Coreweave agreeing to buy Core Scientific in all stock transaction. Core Scientific stockholders will receive 0.1235 newly issued shares of CoreWeave stock for each Core Scientific share. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses what’s in store for TikTok, which is reportedly building a new version of its’ app for U.S users. See omnystudio.com/listener for privacy information.

Jul 4

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Host: Paul Sweeney On this podcast: - Jody Lurie, Bloomberg Intelligence Credit Analyst, on midyear outlook/how summer travel will affect the travel & leisure industry - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on Apple's ‘F1’ Movie May Jolt Lackluster Formula 1 US Rights Bids - Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research on Tesla sales numbers - Anurag Rana, Bloomberg Intelligence Technology Analyst, on Oracle Signed Cloud Services Worth $30 Billion a Year - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on Apple Weighs Outsources AI Tech for Siri - Jordan Robertson, Bloomberg News Cybersecurity Reporter, on Big Take: Trio of Hacks at Treasury Exposes Pattern That Has Banks Nervous - Jack Wittels, Bloomberg News Oil and Shipping Reporter on Big Take: Electronic Warfare Crashes Global Shipping’s Navigation System - Laura Bliss, Bloomberg Businessweek Editor, on Big Take: America’s Hot Garbage Problem Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jul 3

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses OpenAI agreeing d to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative. The rental will total about 4.5 gigawatts of data center power in the US, which could power millions of American homes. Oracle will develop multiple data centers across the US to meet the additional demand from OpenAI, with sites in several states under consideration. - Reshmi Basu, Bloomberg News Credit Reporter, on JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two - Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on how the June jobs report could affect Fed, Interest Rates cuts this year See omnystudio.com/listener for privacy information.

Jul 2

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda. -Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research reacts to Tesla's vehicles sales after the company posted a 13% decline in vehicle sales, which was less drastic than analysts had feared. The company delivered 384,122 vehicles during the last three months, and some investors were braced for a more than 20% plunge. - Matt Winkler, Bloomberg Editor in Chief Emeritus, discusses his column: Let AI Explain Why Tesla's Critics Are Losing - John Butler, Bloomberg Intelligence Senior Telecom Analyst, on AT&T and Verizon Wireline Sales Hit by Tech Shift, Cannibalization - and Jeffrey Palma, Senior Vice President and Head of Multi-Asset Solutions at Cohen & Steers on the markets See omnystudio.com/listener for privacy information.

Jul 1

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst discusses Apple considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, potentially sidelining its own in-house models. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on how the $56 million domestic opening of Apple's "F1: The Movie" could supercharge bidding prospects for F1's US TV rights, which have hit a lull. - Stamatis Tsantanis, chairman and CEO of global shipping companies, Seanergy Maritime (NASDAQ: SHIP) and United Maritime (NASDAQ: USEA) on shipping in times of tariffs and geopolitical tensions. See omnystudio.com/listener for privacy information.

Jun 30

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal year 2028, Oracle disclosed in a regulatory filing Monday, without naming the customer. - Stephanie Diaz, BNEF Senior Associate discusses how nuclear power, after decades of being the clean energy pariah, is now the industry’s darling as it seeks out clean, dispatchable power. With rising power demand, regulatory overhauls and ambitious timelines, the US advanced nuclear industry is changing quickly. - Michele Martin, President of Prosperity– An EisnerAmper Company, recaps 2025 H1 and then provides her outlook on H2 2025. See omnystudio.com/listener for privacy information.

Jun 27

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar **Broadcasting live from Michael Loeb’s Annual Uncharted Summit** -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. -- Michael Loeb, Founder and CEO, Loeb.nyc & Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it’s like to be an entrepreneur in today’s landscape, and the VC landscape. - Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal. See omnystudio.com/listener for privacy information.

Jun 26

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda -Will Hares, Bloomberg Intelligence Senior Global Energy Analyst, discusses Shell saying it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement. - Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses Walgreens earnings. Walgreens Boots Alliance reported quarterly profit that beat Wall Street's expectations, with adjusted earnings per share of 38 cents and revenue of $39 billion. -Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron Technology gave an upbeat forecast for the current quarter, driven by demand for artificial intelligence equipment, particularly high-bandwidth memory. See omnystudio.com/listener for privacy information.

Jun 25

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel -Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, recaps FedEx earnings. FedEx warns that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment. -Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses General Mills earnings. General Mills projects a lower adjusted profit for the fiscal year ahead due to cautious consumers limiting their grocery expenses. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his outlook for the restaurant industry. Bloomberg Intelligence says restaurant valuations may diverge between market-share winners and losers in 2H, with casual dining outpacing quick service. See omnystudio.com/listener for privacy information.

Jun 23

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Ariel Cohen, Senior Fellow at Atlantic Council discusses the latest from the Middle East. Iran pledged to respond “proportionately and decisively” to US strikes at the weekend and Qatar suspended traffic over its airspace as the conflict between the Islamic Republic and Israel showed signs of boiling over. Emily Leveille, Chief Investment Officer at New Mexico Climate Investment Center joins to discuss the markets reaction to geopolitical tensions. A rebound in stocks sputtered as oil rose, with investors concerned about a potential Iranian response to US attacks on its nuclear sites. Amrita Sen, Founder and Director of Market Intelligence at Energy Aspects, discusses the oil reaction to the recent tension in the Middle East. Oil fluctuated as traders wrestled with US President Donald Trump’s call for lower prices amid signs of further escalation in the conflict with Iran. Terry Haines, founder, Pangaea Policy on the markets joins to discuss market reaction to the middle east and a preview of Fed Chair Jerome Powell testimony before the House Committee on Financial Services. See omnystudio.com/listener for privacy information.

Jun 21

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: - Michael Polsky, Founder and CEO of Invenergy, discusses the fate of solar and wind in the U.S. - Chris Gadomski, BNEF Lead Nuclear Analyst, discusses BNEF’s outlook for nuclear development. - Theresa Condor, Spire Global CEO, discusses how AI and satellite data are redefining weather forecasting. - John Boyd, Founder & President of the National Black Farmers Association, discusses challenges faced by U.S farmers. - Laura Modi, (Pronounced: "Mow-di") CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act. - Cid Wilson, CEO of Hispanic Association on Corporate Responsibility, discusses advancement programs, conferences, research initiatives, and the importance of DEI. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jun 20

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Mike Regan Cliff Kupchan, Chairman at Eurasia Group, discusses the latest out of Mideast US President Donald Trump signals he will give diplomacy a chance before deciding whether to strike Iran, saying he will make his decision within the next two weeks. Liz Hart, President of Leasing for North America, joins to discuss the latest in the commercial real estate sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the latest Fed Meeting as well as Fed Reserve Governor Wallers recent comments. Federal Reserve Governor Christopher Waller said the central bank can lower interest rates as soon as next month. See omnystudio.com/listener for privacy information.

Jun 18

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Bloomberg Law Host June Grasso discusses the recent Supreme Court decision to curb care for transgender minors. A divided US Supreme Court upheld a Tennessee law that outlaws certain medical treatments for transgender children, preserving similar measures in two dozen states. Daniel Byman, Director of the Warfare, Irregular Threats, and Terrorism Program at the Center for Strategic and International Studies, and a Professor at Georgetown University, joins to discuss the latest on the middle east conflict. The US is considering joining Israel in the war, which could improve the chances of permanently ending Iran's path to a nuclear weapon but risks throwing the oil-rich region into widespread conflict. Joe Deaux, Bloomberg Economic Statecraft Reporter, on the deal between Nippon Steel and US Steel. Nippon Steel Corp. has closed its $14.1 billion takeover of United States Steel Corp., creating the world's second-largest steelmaker and giving Nippon Steel a foothold in the US. Kevin Teasley, Founder and CEO of GEO Academies, discussed how his organization is focused on breaking the cycle of poverty by providing access to exceptional, non-traditional educational opportunities to all families. See omnystudio.com/listener for privacy information.

Jun 17

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest out of Mideast. President Trump said his early departure from the G7 meeting has "nothing to do" with working on a ceasefire between Israel and Iran, adding that his reason is "much bigger than that. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the latest on the tax bill. Republican leaders aim to quickly negotiate changes to the Senate tax bill, which lacks the votes to pass in both chambers as written. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets amid global tensions and economic data concerns. Stocks fell and bonds rose as traders prepared for the Federal Reserve's decision, driven by concerns about the Middle East and weak economic data. See omnystudio.com/listener for privacy information.

Jun 16

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Ellen Wald, President of Transversal Consulting, joins to discuss impact of Mideast conflict on commodities. Oil prices fell as the conflict in the Middle East has not disrupted crude production, and Iran has privately expressed willingness to deescalate hostilities with Israel. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook for the markets. Global markets calmed down as fears of a wider conflict between Israel and Iran subsided, with stocks rising and oil and gold prices falling. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest out of the Mideast. Israel and Iran have exchanged fire for the fourth consecutive day, stoking fears of an all-out war that could drag in other countries in the oil-rich region and force the US into a more hands-on stance. Kate Duffy, Bloomberg News Aviation Reporter, joins to discuss the Paris Air Show and how Airbus has received orders from Saudi Arabian customers valued at up to $17 billion, including 77 freighter and passenger aircraft from AviLease and 50 A350-1000 widebody jets from Riyadh Air. See omnystudio.com/listener for privacy information.

Jun 13

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting into two independent companies. - Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Walmart ’s credit cards once again being issued by Synchrony Financial. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the latest in the biotech space. - Scott Levine Bloomberg Intelligence Senior Energy & Industrial Services Analyst, discusses the White House’s goals for nuclear energy. - Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses her Bloomberg story: “Oil Rich University of Texas Cashes In on AI, Crypto, and Power.” - Oliver Metcalfe, BNEF Head of Wind Research, discusses BNEF’s outlook for offshore wind. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jun 13

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and John Tucker -Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest out of the Mideast. President Donald Trump urged Iran to accept a nuclear deal to avoid further attacks, after Israel bombed Iran's atomic facilities and killed top commanders. -Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the latest out of the Mideast. Israel launched airstrikes across Iran, targeting nuclear facilities and killing senior military commanders, in a major escalation that could spark a broad war in the Middle East. -Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment rose 8.3 points to 60.5 in June, exceeding expectations, as concerns about the economy eased and short-term inflation expectations improved. -Siddharth Philip, Bloomberg Deputy Team Leader for Global Aviation, discusses Boeing’s latest crisis. A 787 Dreamliner jet crashed in India, killing over 240 people, and Boeing must now navigate the aftermath to reassure investors and the public. See omnystudio.com/listener for privacy information.

Jun 12

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel -Siddharth Philip, Bloomberg Deputy Team Leader for Global Aviation, discusses the crash of a Boeing 787 Dreamliner operated by Air India that was bound for London. More than 200 bodies have been recovered at the crash site, according to police officials. The flight was carrying 242 passengers and crew, most of whom were Indian and British nationals. -Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy. The US producer price index rose 0.1% in May, indicating muted inflation across the board and no sign of price shocks from tariffs. -Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest tariffs news. President Donald Trump plans to send letters to trading partners in the next one to two weeks setting unilateral tariff rates ahead of a July 9 deadline. -Laura Modi, CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act, inclusion in finance, and leadership. See omnystudio.com/listener for privacy information.

Jun 10

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel -Sarah McGregor, Bloomberg Managing Editor of the National Team, discusses the latest with the LA protests. The Trump administration has mobilized 700 Marines to join thousands of National Guard troops in Los Angeles to respond to anti-deportation protests, escalating tensions with Democratic leaders. -Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Department of Health and Human Services dismissing all 17 members of the Advisory Committee on Immunization Practices (ACIP), a key scientific panel that advises the US government on vaccine safety and policy. -Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. A quiet session on the economic front saw traders driving the S&P 500 mildly up, with the gauge about 2% away from a record. Tesla Inc. led gains in megacaps. -Chiling Tong-CEO of National ACE, discusses the effects of tariffs and trade policy on AAPI small business owners, ethnic business districts and their economic vulnerability. See omnystudio.com/listener for privacy information.

Jun 9

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel -Brendan Murray, Bloomberg Global Trade Editor, discusses U.S-China talks. The US and China have begun trade talks in London, with the US signaling a willingness to remove restrictions on some tech exports in exchange for assurances that China is easing limits on rare earth shipments. -Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses political news of the day. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk. -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Warner Brothers Discovery splitting into two independent companies: Global Networks and Streaming and Studios. Global Networks will include entertainment, sports, and cable television brands such as CNN, TNT, and TBS, and will hold a 20% stake in Streaming and Studios. -Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Despite a surge in stocks from April lows, market strategists are growing optimistic about US stocks, with some forecasting resilient economic growth and limited pullback over the summer. See omnystudio.com/listener for privacy information.

Jun 6

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: - Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Constellation Energy agreeing to sell power from a Clinton nuclear plant in Illinois to Meta Platforms. - Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “A Fatal Tesla Crash Shows the Limits of Full Self-Driving.” - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how Comcast's theme parks are poised to become one of its most valuable assets. - Michl Binderbauer, CEO of TAE Technologies, discusses the company’s approach to commercial fusion power. - David Doherty, BNEF Head of Natural Resources Research, discusses how oil and gas companies are investing in low carbon technologies. - Hannah Levitt, Bloomberg Senior Finance Reporter, discusses Wells Fargo CEO Charlie Scharf clearing the Federal Reserve's seven-year-old cap on assets, allowing the bank to grow and compete with larger rivals. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Jun 6

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Steven Blitz, Chief US Economist at TS Lombard, discusses the May jobs report. US job growth moderated in May, with nonfarm payrolls increasing 139,000, and prior months' figures revised lower, indicating employers' caution about growth prospects. Max Chafkin, Bloomberg Businessweek Senior Reporter and and Co-Host of the Elon Inc Podcast, discusses the feud between Elon Musk and President Donald Trump. Elon Musk and Donald Trump's alliance ended in a public spat, with Musk eventually backing down after Tesla's stock price tanked and his net worth crumbled by $34 billion. Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. A US District Judge has granted Harvard University a temporary restraining order, blocking the Trump administration's ban on international students entering the US Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululmon earnings. Lululemon Athletica posted a second straight disappointing quarter, with projected sales and profit below analyst estimates, causing its shares to tumble as much as 21% in premarket trading. See omnystudio.com/listener for privacy information.

Jun 5

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Tyler Kendall, Bloomberg Television Washington Correspondent discusses US President Donald Trump and Chinese President Xi Jinping agreeing to further trade talks and clearing up disputes surrounding rare earth exports. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. There was a Dovish shift in Fed-dated OIS seen in the aftermath of weekly jobless claims data, with markets now pricing in the first full quarter-point rate cut by the September policy meeting from October. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses political news stories of the day. Donald Trump and Republican senators discussed scaling back the $40,000 state and local tax deduction cap in the House version of the president's tax-cut bill. Michael Polsky, Founder and CEO of Invenergy, joins to discuss the fate of solar and wind in the U.S, and energy tax credits. See omnystudio.com/listener for privacy information.

Jun 4

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 BNY INSITE at National Harbor, Maryland** Today’s Podcast Features are: Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Activity at US service providers unexpectedly contracted last month for the first time in nearly a year and companies throttled back hiring, indicating the grip on the economy from higher tariffs is getting tighter. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data, Private-sector payrolls increased by 37,000 last month, marking the slowest pace in two years and lower than all estimates in a Bloomberg survey of economists. Hannah Levitt, Bloomberg Senior Finance Reporter, discusses Wells Fargo CEO Charlie Scharf clearing the Federal Reserve's seven-year-old cap on assets, allowing the bank to grow and compete with larger rivals. Craig Trudell, Bloomberg Global Autos Editor, discusses the Bloomberg Big Take story: “Fatal Tesla Crash Shows Dangers of Full Self-Driving.” See omnystudio.com/listener for privacy information.

Jun 3

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 BNY INSITE at National Harbor, Maryland** Today’s Podcast Features are: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S eco data. The JOLTS data offered kind of a mixed bag. While job openings surprised to the upside (7.391 million versus 7.1 million expected), so too did layoffs (1.786 million versus 1.614 million expected.) Zoe Schneeweiss, Bloomberg Western Europe Economy Team Leader, discusses the OECD slashing its global economic forecasts due to Donald Trump's trade policies, citing the impact of tariffs and uncertainty on confidence and investment. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Constellation Energy agreeing to sell power from an Illinois nuclear plant to Meta Platforms as artificial intelligence sends power demand soaring. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermess, discusses his outlook for the markets. Wall Street traders drove stocks higher as data showed the US labor market is holding up despite concerns about risks stemming from President Donald Trump’s tariff war. See omnystudio.com/listener for privacy information.

Jun 2

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: Susan Spence, Chair of ISM Manufacturing PMI at Institute for Supply Management, discusses ISM Manufacturing data. US factory activity contracted in May for a third consecutive month and a gauge of imports fell to a 16-year low as firms pulled back in the face of higher tariffs. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the latest Biotech news. Sanofi agrees to buy Blueprint Medicines Corp. for at least $9.1 billion to expand in rare immunological diseases. Bristol-Myers Squibb Co. will pay BioNTech SE as much as $11.1 billion to license a next-generation cancer drug. Moderna won FDA approval for its second-generation Covid vaccine for all adults over 65 and anyone over 12 who has at least one risk factor for severe disease. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Wall Street investors are parsing economic data, tariff, and geopolitical developments, causing stocks to waver and the dollar to head towards its lowest since 2023. Michl Binderbauer, CEO of TAE Technologies, discusses the company's latest funding round. TAE Technologies (“TAE”), the leading fusion energy company developing the cleanest and safest approach to commercial fusion power. Today it announced that it has raised more than $150 million in its latest funding round, exceeding the company’s initial target for the round. See omnystudio.com/listener for privacy information.

May 30

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: - Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. - Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of the U.S House bill on clean energy. - Max Abelson, Bloomberg News Finance Reporter, and Annie Massa, Bloomberg Wealth Reporter, discuss the Bloomberg Big Take story: “The Trump Family’s Money Making Machine.” - Kurt Wagner, Bloomberg Tech Reporter, discusses the Bloomberg Big Take story: “Zuckerberg’s Bet on Maga Has Yet to Bear Fruit, While Risks Loom.” - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's earnings. - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Dick's Sporting Goods. - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Stellantis naming a new boss. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

May 30

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and John Tucker Today’s Podcast Features are: Greg Stohr, Bloomberg Supreme Court Reporter, discusses the Supreme Court allowing the Trump administration to immediately end temporary legal status for migrants from Cuba, Haiti, Nicaragua, and Venezuela, affecting up to half a million people. Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Following a torrid rally that put the S&P 500 on track for its best May since 1990, the gauge lost about 1% Friday. A slide big tech weighed heavily on trading. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. US consumers slowed spending in April, with inflation-adjusted personal spending rising 0.1%, while goods imports plummeted by a record 20% due to higher tariffs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on President Trump’s tariffs. A court ruling blocking President Trump's tariffs could create a $2 trillion hole in the US fiscal outlook over the coming decade and remove duties that would have raised nearly $200 billion annually. See omnystudio.com/listener for privacy information.

May 29

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: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on President Trump’s tariffs. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil. Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is targeting Ivy League universities, particularly Harvard, by casting them as ideologically biased and focused on promoting global elite ideas at the expense of US interests. Matt Stucky, Vice President, Chief Portfolio Manager Equities, at Northwestern Mutual, discusses his outlook for the markets. Matt thinks the Fed’s trajectory of 2+ cuts could get pushed out if tariffs ultimately cause upward pressure on inflation without a material impact on the labor market. Matt also comments on Nvidia earnings. See omnystudio.com/listener for privacy information.

May 28

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: Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses President Donald Trump stating that the US government will retain guarantees and an oversight role over Fannie Mae and Freddie Mac even if they are taken public. Meera Pandit, Executive Director, Global Market Strategist, at JP Morgan Asset Management, discusses her outlook for the markets. Wall Street's rebound halted ahead of Nvidia's highly anticipated earnings report, with the S&P 500 retreating and the options market implying a post-results move of about 6% in either direction for the chipmaker. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses earnings from Macy’s and Abercrombie & Fitch. Macy's posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. -Abercrombie & Fitch shares rose sharply after the retailer upped its full-year outlook. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses Stellantis appointing Antonio Filosa as its new CEO, effective June 23, to turn around the company after former boss Carlos Tavares was forced out. See omnystudio.com/listener for privacy information.

May 27

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 rebounded sharply in May, with the Conference Board's gauge increasing by 12.3 points to 98, marking the biggest monthly gain in four years. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses the European Union and the US signaling a willingness to work towards a trade deal over the next six weeks. This follows a phone call between President Donald Trump and European Commission President Ursula von der Leyen. Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses the latest news at Harvard University. The Trump administration is moving to cancel all remaining federal contracts with Harvard University, worth an estimated $100 million, as part of its battle against the university. Patrick Wilson, Portfolio Manager at CenterSquare Investment Management, joins to discuss how the outlook for potentially higher inflation due to tariffs can shape investing in listed REITs today. See omnystudio.com/listener for privacy information.

May 23

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 Target earnings. - Amar Vasdev, BNEF Lead Levelized Cost Expert, discusses why it is now cheaper to build new solar than continue running old fossil plants in some parts of the world. - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. - Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses TJX Earnings. - Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Possible Cancer, Health Risks Lurk in Popular OTC Drug.” - Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big Take story: “Apple Is Spending Billions and Still Hasn't Managed to Crack AI.” - Simone Foxman, Reporter for Bloomberg News Equality Team, discusses DEI at U.S companies. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

May 23

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Alix Steel and John Tucker Today’s Podcast Features are: Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses tariffs. President Donald Trump threatened a 50% tariff on the European Union starting June 1, citing stalled trade talk. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses President Donald Trump threatening Apple with a tariff of at least 25% if the tech company does not manufacture their iPhones in the US. Gautam Mukunda, Executive Fellow at Yale School of Management, joins for a discussion discusses the latest news at Harvard University. Harvard University said it is filing a lawsuit over the Trump administration’s move to block it from enrolling international students. -Mario Marcel, Chile Finance Minister, discusses the NYC Chile Day event, a yearly conference that promotes Chile in international financial markets. See omnystudio.com/listener for privacy information.

May 22

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: Michael Shepard, Bloomberg Senior Editor in Washington, discusses the House has passing President Donald Trump's signature tax bill, which would avert a year-end tax increase but add to the US debt burden, and the bill now heads to the Senate. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the Justice Department probing whether Google violated antitrust law with an agreement to use the artificial intelligence technology of Character.AI, a popular chatbot maker. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his outlook for the markets. Wall Street made a cautious comeback after a Treasury selloff, with stocks halting a slide amid a rebound in bonds and the dollar advancing. Max Abelson, Bloomberg News Finance Reporter, and Annie Massa, Bloomberg Wealth Reporter, discuss the Bloomberg Big Take story: “Trumps Turn Presidency Into Most Lucrative Venture Yet.” See omnystudio.com/listener for privacy information.

May 21

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: -Garrett Watson, Director of Policy Analysis at the Tax Foundation, discusses President Trump’s economic bill. House Speaker Mike Johnson said Republicans have reached an agreement to increase the state and local tax deduction to $40,000. -Karen Manna, Investment Director and Portfolio Manager at Federated Hermes, discusses her outlook for the markets. Stocks rebounding in some of the world’s largest technology companies pushed stocks away from session lows, though concerns about the US fiscal footing still lurked in the background - driving bonds and the dollar down. -Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses commodities. Bitcoin hit an all-time high after the advancement of stablecoin legislation in the US stoked hopes of regulatory clarity under President Donald Trump. Oil prices rose after a CNN report suggested Israel is preparing for a potential strike on Iranian nuclear facilities. See omnystudio.com/listener for privacy information.

May 20

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: -Mishal Husain, Editor-at-Large for Bloomberg Weekend, discusses her conversation with Tesla CEO Elon Musk. Elon Musk said he’s committed to still leading Tesla Inc. in five years and expects to pare back his political spending, assuaging some investors’ concerns about the future of his most valuable company. -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Home Depot maintained its guidance for the fiscal year as US sales ticked up, a sign that consumer spending has held up despite economic turbulence. -John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors, discusses his outlook for the markets. Wall Street's rally took a breather on Tuesday, with stocks falling as traders awaited fresh catalysts after a six-day run that put the S&P 500 up almost 20% from its April lows. -Anna Edney, Bloomberg National Health Care Reporter, discusses the Bloomberg Big Take story: “Possible Cancer, Health Risks Lurk in Popular OTC Drug.” See omnystudio.com/listener for privacy information.

May 19

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: Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Stocks rebounded from session lows after a US downgrade by Moody's Ratings, with traders looking past the downgrade and focusing on bullish momentum fueled by the US-China tariff truce. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Phil discusses how solid US economic data helps as equities reverse their April freefall. Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the Bloomberg Big take story: “Apple Is Spending Billions and Still Hasn't Managed to Crack AI.” See omnystudio.com/listener for privacy information.

May 18

A smart and fun chat show about all things business. Hosted by award-winning business and economics journalists Max Chafkin (author of The Contrarian: Peter Thiel and Silicon Valley’s Pursuit of Power) and Stacey Vanek-Smith (former co-host of NPR’s Planet Money and reporter for Marketplace), Everybody's Business is powered by the unparalleled sources and reporters who bring you Businessweek magazine’s headlines and the stories behind them. The show gives listeners a window into the discussions happening in boardrooms, Zooms and group chats in power centers around the world. From interpreting Fed meetings to the business of wolf cloning, each week Max, Stacey and their friends at Bloomberg Businessweek guide listeners through what really went on during the last week from Wall Street and Main Street. Because what’s happening with money and markets is everybody’s business. See omnystudio.com/listener for privacy information.

May 16

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: - Elliott Stein, Bloomberg Intelligence Litigation Analyst, discusses his research titled “SCOTUS Would Likely Let Trump Fire Powell Even If Markets Don’t.” - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China removing a ban on Boeing deliveries. - Sid Philip, Deputy Team leader for Global Aviation, discusses Boeing landing its biggest-ever aircraft order, with Qatar Airways agreeing to purchase up to 210 widebody aircraft. - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft job cuts. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Donald Trump attempting to lower U.S drug prices. - Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story titled “DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.” Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

May 16

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today’s Podcast Features are: Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data. US consumer sentiment fell to the second-lowest level on record, with nearly three-fourths of respondents mentioning tariffs as a concern. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk replacing CEO Lars Fruergaard Jorgensen. It’s due to increased competition for its Wegovy obesity shots and a 53% decline in its share price over the past 12 months. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Charter Communications agreeing to combine with closely held Cox Communications in a cash-and-stock deal that would unite two of the biggest US cable providers. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing reaching a tentative non-prosecution agreement with the US Justice Department in a fraud case stemming from two fatal 737 Max plane crashes. That’s according to Reuters. See omnystudio.com/listener for privacy information.

May 15

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today’s Podcast Features are: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Walmart delivered solid sales and earnings growth, but cautioned that tariffs and economic turbulence will lead to price increases. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose 1.4% in March, the most in over two years, driven by a jump in car purchases and other goods such as electronics. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses President Donald Trump saying he’s asked Apple’s Tim Cook to stop building plants in India to make devices for the US, pushing the iPhone maker to add domestic production as it pivots away from China. See omnystudio.com/listener for privacy information.

May 14

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: Sid Philip, Deputy Team Leader for Global Aviation, discusses Boeing signing an accord with Qatar Airways for up to 210 widebody aircraft, including the 787 Dreamliner and 777X model, in a deal valued at $96 billion. The agreement is a major win for Boeing, Qatar Airways, and President Donald Trump, who witnessed the signing ceremony and congratulated Boeing CEO Kelly Ortberg on the record-breaking order. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing, markets, and current flows. Sean says three key headwinds have been pressuring markets: tariffs, tax policy, and Federal Reserve uncertainty. Recent progress in U.S-China tariff negotiations removes a major source of uncertainty. Joe Mastrangelo, CEO of Eos Energy Enterprises, discusses energy storage systems. He discusses American energy policy, energy innovation, and company performance and growth. Austin Carr, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: DeepSeek’s ‘Tech Madman’ Threatens US Dominance of AI.” Description: DeepSeek’s sudden emergence illustrates how China’s industry is thriving despite Washington’s efforts to slow it down. See omnystudio.com/listener for privacy information.

May 13

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 Rate Strategist, discusses U.S CPI data. US inflation rose by less than forecast in April amid tame prices for clothing and new cars, suggesting little urgency so far by companies to pass along the cost of higher tariffs to consumers. -Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. The stock market rallied, wiping out losses for the year, on speculation that trade war tensions are cooling, with the S&P 500 rising 0.9% and the Nasdaq 100 climbing 1.7%. -Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth earnings. UnitedHealth Group Inc. unexpectedly replaced its chief executive and suspended earnings guidance, raising increasing questions over how the company once regarded as a safe bet by investors has got its cost predictions so wrong. -Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft saying it will cut thousands of workers with a focus on reducing layers of management. The planned terminations will amount to less than 3% of total headcount, a spokesperson said. They will occur across geographies, employee levels and include LinkedIn, the spokesperson added. See omnystudio.com/listener for privacy information.

May 12

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: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses President Trump attempting to slash drug prices for Americans by more closely aligning their costs to lower prices paid abroad, renewing and expanding upon a failed push from his first term. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses talks between Washington and Beijing to temporarily lower tariffs and de-escalate the trade war. The tariff arrangement will see the combined 145% US levies on most Chinese imports reduced to 30% and the 125% Chinese duties on US goods will drop to 10% for three months to give the countries time to negotiate a broader agreement on trade. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Investors betting the US-China trade reprieve marks the end to an all-out tariff war that had threatened to tip the world into a recession sent stocks rallying, while spurring a slide in defensive corners of the market from bonds to gold and haven currencies. Brant Standridge, President, Consumer and Business Banking at Huntington Bank, discusss Huntington's expansion as banks pull back, and overall growth story. Huntington is a top-10 U.S. regional bank and a Fortune 500 company with $204 billion in assets. It’s one of the only regional banks to post growth in the first quarter of 2025, driven by increased loans and deposits, expanded net interest margin, growth of fee revenues, and rigorous expense management. See omnystudio.com/listener for privacy information.

May 9

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. - Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. - Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Marriott earnings. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses BioNTech earnings. - Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford earnings. - Pol Lezcano, BloombergBNEF Senior Associate, discusses U.S clean power. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

May 9

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: -Shawn Donnan, Bloomberg News Senior Economics Writer, discusses President Donald Trump floating an 80% tariff on China ahead of negotiations due to begin Saturday as he urged Beijing to do more to open their markets to US goods. -Josh Pantony, Co-founder and CEO of Boosted.AI, discusses AI spending, arms race, and how investors are using AI. Recent earnings reports from the largest companies in the world -- Meta, Microsoft and Amazon -- underscore that spending on AI continues to grow exponentially . -Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses U.S-China talks and President Trump’s tax plan. Veda Partners' forecast says there is growing optimism, particularly as business leaders at the Milken conference posited that 50-60% tariff rate reductions could come soon, and that this week's first meeting between the US and China will lead to a sharp reduction in tariffs in the very near term, perhaps immediately. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses US prosecutors and regulators investigating a $32 million deal between CrowdStrike and Carahsoft Technology. They are probing what senior company executives may have known about it and are examining other transactions made by the cybersecurity firm, according to two people familiar with the matter. See omnystudio.com/listener for privacy information.

May 8

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: Enda Curran, Bloomberg Global Economy Reporter, and Joe Mayes, UK Government Reporter, discuss US President Donald Trump announcing a trade framework with the UK, which will bring down barriers and expand market access for American goods, including beef and ethanol. See omnystudio.com/listener for privacy information.

May 7

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: -Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney earnings. Walt Disney Co. reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV. See omnystudio.com/listener for privacy information.

May 6

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: -Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses German Parliament backing Friedrich Merz as German Chancellor. -Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses DoorDash announcing two multibillion-dollar acquisitions: buying London-based delivery company Deliveroo Plc for £2.9 billion and hospitality tech company SevenRooms Inc. for $1.2 billion. -Bess Freedman, Chief Executive Officer at Brown Harris Stevens, discusses the state of commercial real estate. Topics include: CRE Lending Rebound Amid Lingering Uncertainty, Retail Sector Faces Ongoing Challenges, and Retail Sector Faces Ongoing Challenge. -Pol Lezcano, BloombergBNEF Senior Associate, gives his outlook for clean energy. BNEF says clean energy buildout (solar, onshore wind and energy storage) in the US won't slow down despite Trump's efforts to build more fossil fuel power generation and nuclear. See omnystudio.com/listener for privacy information.

May 5

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: Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire CEO Warren Buffet retiring. Berkshire Hathaway Inc. followed Warren Buffett’s recommendation, naming Vice Chairman Greg Abel to replace the billionaire as CEO, effective Jan. 1. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Tyson Foods' shares dropped after the company reported stronger-than-expected quarterly earnings, as investors focused on the company's deepening losses in its beef business. Enda Curran, Bloomberg Global Economy Reporter, discusses President Donald Trump suggesting that his administration could strike trade deals with some countries as soon as this week, offering the prospect of relief for trading partners seeking to avoid higher US import duties. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The ISM survey prices paid jumped to 65.1, far higher than the 61.4 expected by economists. It’s the highest print since early 2023, when inflation was slowing after the pandemic supply shock. See omnystudio.com/listener for privacy information.

May 2

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: -Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Computer preliminary results. - Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence and Elliot Stein, Bloomberg Intelligence Litigation Analyst, discuss BI’s new Tariff research. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses cruise-line earnings. - Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Microsoft earnings. - Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. - Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

May 2

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: Tom Gimbel, Vice Chairman, American Staffing Association and Founder of LaSalle Network, discusses the April jobs report. US job growth was robust in April and the unemployment rate held steady despite deep uncertainty over President Donald Trump’s trade policies, which economists expect will dent hiring plans over the coming months. Brooke Sutherland, Bloomberg Boston Bureau Chief, discusses President Donald Trump declaring that Harvard University would lose its tax-exempt status, stepping up his attack on the Ivy League school by threatening to choke off an array of financial benefits. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses Chevron and Exxon earnings. Chevron Corp. will reduce share buybacks this quarter after oil prices tumbled, indicating that President Donald Trump’s trade war is hurting a key US industry he pledged to help. Exxon Mobil Corp., which also reported earnings Friday, is sticking to its plan to buy back about $5 billion in shares per quarter. See omnystudio.com/listener for privacy information.

May 1

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: David Welch, Bloomberg Detroit Bureau Chief, discusses General Motors cutting its full-year profit outlook due to as much as $5 billion of exposure to auto tariffs, among the biggest financial hits revealed by any company so far from President Donald Trump’s trade war. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s saying its’ board terminated CEO Ashley Buchanan due to undisclosed conflicts of interest. An investigation conducted by outside counsel and overseen by Audit Committee of board determined Buchanan violated company policies by directing company to engage in vendor transactions that involved undisclosed conflicts of interest. David Kirkpatrick, Founder of Techonomy, discusses tech earnings. Meta Platforms Inc. shares jumped after the company’s advertising sales quelled Wall Street concerns about the impact of the Trump administration’s trade war, with first-quarter revenue beating expectations. Marci McGregor, Head of Portfolio Strategy for the CIO, at Merrill and Bank of America Private Bank, discusses her market outlook. Technology companies are powering US stocks on Thursday after the latest batch of robust earnings, with major indexes close to erasing losses sparked by the tariff shock that rattled markets just weeks ago. See omnystudio.com/listener for privacy information.

Apr 30

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: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. The US economy contracted at the start of the year, and traders are betting that the Federal Reserve will cut interest rates this year to prevent a recession. The S&P 500 cut losses after separate data showed US consumer spending jumped in March. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro Preliminary results. Super Micro Computer shares tumbled Wednesday after giving preliminary results that fell well short of analysts’ estimates, a sign its comeback plan has been slow to gain traction. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Caterpillar expects slightly lower sales this year if Trump administration tariffs remain in place and the economy dips into a recession in the second half. Ann Miletti, Head of Equity Investments at Allspring Global Investments, discusses her outlook for the markets. Evidence that the world’s largest economy is at risk of buckling under the weight of President Donald Trump’s tariff war whipped up fresh volatility on Wall Street. See omnystudio.com/listener for privacy information.

Apr 29

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: David Welch, Bloomberg Detroit Bureau Chief, recaps GM earnings. General Motors is pulling earnings guidance for 2025 and putting $4 billion in share buybacks on hold until it has more clarity on the impact of US tariffs. David Gura, Correspondent for Bloomberg, and Host of 'The Big Take' podcast" discusses Canada’s election. Canada’s Liberal Party won a fourth straight election, as voters chose former central banker Mark Carney to manage the country’s response to US President Donald Trump’s trade war. Ted Swimmer, Head of Capital Markets and Advisory at Citizens Bank, discusses the latest on capital markets, the IPO market, and private markets. He discusses the evolution of the private credit space -- where traditional banks are increasingly partnering with private lenders. David also talks about how lenders are protecting themselves from private credit deals going bad through the use of unique covenants. Ben Miller, Co-Founder and CEO at Fundrise, discusses the state of commercial real estate. In the longer term, starting with the naming of a new Fed chair in May of 2026, Ben expects rates to come down significantly and quickly. He thinks even in a low rates/low growth environment (like the 2010’s), this would be a gift to real estate owners/investors. See omnystudio.com/listener for privacy information.

Apr 28

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney, Lisa Mateo, and Matt Miller Today’s Podcast Features are: Brendan Murray, Bloomberg Global Trade Editor, discusses how cargo shipments from China to the US have plummeted by as much as 60% since the US raised tariffs to 145% in early April, and thousands of companies will need to replenish inventories by mid-May. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, preview tech earnings this week. This week, Microsoft, Apple, Meta Platforms, and Amazon will report their quarterly earnings in a market concerned about the impact of trade wars and tariffs on the economy. Analysts expect the companies to deliver an average of 15% profit growth in 2025, despite the uncertain market climate. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Wall Street investors bracing for a deluge of corporate earnings and key economic data sent stocks falling on Monday as they awaited more insights on the impacts of President Donald Trump’s trade war. See omnystudio.com/listener for privacy information.

Apr 25

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel *Broadcasting Live from the New Jersey Institute of Technology* On this podcast: -Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body. -Eric Fortune, NJIT Associate Professor, Biological Sciences, discusses how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest. -Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling. -Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, discusses the benefits of brain stimulation. - Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders. - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Apr 25

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: Shawn Donnan, Bloomberg News Senior Economics Writer, discusses the latest tariffs news. China’s government is considering suspending its 125% tariff on some US imports, pe ople familiar with the matter said, as the economic costs of the tit-for-tat trade war weigh heavily on certain industries. Authorities are considering removing the additional levies for medical equipment and some industrial chemicals like ethane, the people said, asking not to be identified discussing private deliberations. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer sentiment data. US consumer sentiment fell to one of the lowest readings on record and long-term inflation expectations climbed to the highest since 1991 on fears of the economic fallout from tariffs. Dan Ives, Global Head of Technology Research at Wedbush Securities, recaps tech earnings. Alphabet reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and the company remains heavily invested in AI, boosting its spending on servers and data centers. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses news that Apple is aiming to import most of the iPhones it sells in the US from India by the end of next year. The goal would require Apple to roughly double its annual iPhone output in India to more than 80 million units. See omnystudio.com/listener for privacy information.

Apr 24

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today’s Podcast Features are: Nick Wadhams, Bloomberg National Security Team Leader, discusses news the U.S will demand that Russia accept Ukraine’s right to have its own army and defense industry as part of a peace agreement between Moscow and Kyiv. Joy Yang, Head of Index Product Management at MarketVector Indexes, discusses her outlook for the markets. Wall Street investors weighing the impacts of President Donald Trump’s trade war on Corporate America sent stocks climbing on bets the Federal Reserve could cut rates sooner than anticipated to prevent a recession. Tyler Kendall, Bloomberg Television Washington Correspondent, discusses the latest on tariffs. China demanded that the US revoke all unilateral tariffs and denied there were talks on reaching a trade deal, maintaining a defiant stance despite President Donald Trump’s recent easing of criticism of the country. Damian Garde, Bloomberg Health Reporter, discusses Merck saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. The estimate doesn’t account for the possibility that President Donald Trump will fulfill his long-held promise of imposing levies on pharmaceutical imports to the US, which would be on top of existing tariffs. See omnystudio.com/listener for privacy information.

Apr 23

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today’s Podcast Features are: - Stuart Paul, US Economist with Bloomberg Economics, discusses comments from Scott Bessent, U.S treasury Secretary at the Institute of International Finance. Bessent said that the Trump administration is looking at multiple factors with regard to China beyond just tariffs — including non-tariff barriers and government subsidies. He also said that the strongest relationship between Washington and Beijing is at the top, and that there was no timeframe for engagement. -Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Tesla shares rose after CEO Elon Musk pledged to retreat “significantly” from his US government work to concentrate on the electric-vehicle company as his work with DOGE is “mostly done.” This comes after Tesla trimmed its spending plan after its stingiest quarter since 2021. -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Boeing Co. reported first-quarter results that exceeded Wall Street’s estimates, giving the embattled planemaker a greater degree of stability to navigate dislocations in global trade that have complicated exports. The planemaker used $2.3 billion in free cash in the three months ended March 31 as it ramped up jet production, Boeing said in a statement Wednesday -Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. The latest equity gyrations signal there’s no let up in Wall Street’s trade war obsession, with volatility-inducing policy pronouncements rocking investors big and small. See omnystudio.com/listener for privacy information.

Apr 22

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 NJIT* Today’s Podcast Features are: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the latest from the IMF and World Bank spring meetings. Wunmi Sadik, NJIT Distinguished Professor, Chemistry and Environmental Science, discusses the development of nano-sized analytical sensors for measuring pain biomarkers in the human body. Tara Alvarez, NJIT Distinguished Professor, Bio-Medical Engineering, discusses OculoMotor Technologies, a startup developing VR solutions for optometrists to use in diagnosing and treating vision disorders. Chao Yan, NJIT alumnus; co-founder and CEO of Princeton NuEnergy, discusses (PNE), which is a global leader in lithium-ion battery direct recycling. Eric Fortune, NJIT Associate Professor, Biological Sciences, talks about how he recently led a team competing to record the biodiversity in a square kilometer of the Amazon rainforest. Elisa Kallioniemi, Assistant Professor of bio-medical engineering at NJIT, talks about the benefits of brain stimulation. See omnystudio.com/listener for privacy information.

Apr 21

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: Tom Orlik, Bloomberg Economics Chief Economist, discusses US stocks falling on Monday due to concerns that President Donald Trump will fire Fed Chair Jay Powell and implement policies that could lead to a recession. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. A selloff in US assets deepened as President Donald Trump stepped up criticism of Jerome Powell on social media, with stocks, the dollar and longer-dated Treasuries sliding amid concerns about the Federal Reserve’s future independence. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses death of Pope Francis. Pope Francis, who encouraged Catholics to embrace a more compassionate view on many issues but found it difficult to close the book on past abuses by clergy, died at the age of 88. Julie Biel, Chief Market Strategist & Portfolio Manager at Kayne Anderson Rudnick, discusses her outlook for the markets. Trump’s assurances that tariff talks were progressing did little to stop a market rout. The S&P 500 and other major stock indexes fell nearly 3% each while the dollar index weakened to a 15-month low. See omnystudio.com/listener for privacy information.

Apr 17

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer terminating development of its obesity pill. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about China ordering its airlines to stop taking deliveries of Boeing jets. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses LVMH earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the Bloomberg Big Take story: “GM and Its Eight-Year, $35 Billion EV Bet Brace for Tariff Hit.” Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, talks about news that Elliott Investment Management is said to have built a position in H-P-E worth more than $1.5 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management. Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech, discusses the latest news on Apple. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Apr 17

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo Today’s Podcast Features are: Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, and Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses a federal judge finding Google guilty of illegally monopolizing online advertising technology markets for advertising exchanges and ad servers. The judge ruled that Google did not meet the definition of a monopoly for tools used by advertisers to buy display ads. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses UnitedHealth Group cutting its annual forecast and reporting its first earnings miss in more than a decade, in a foreboding sign that sent shares across the insurance industry tumbling. The company said it was blindsided by rising medical costs as the first quarter closed, upending a forecast it had affirmed just three months ago. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent comments from Fed Chair Jay Powell in Chicago. Today, President Donald Trump said Powell’s termination from his position can’t come quickly enough, arguing that the US central bank should have lowered interest rates already this year, and in any case should do so now. Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses today’s ECB decision. The European Central Bank lowered interest rates for the seventh time since last June due to global trade tensions threatening the region's economic recovery. See omnystudio.com/listener for privacy information.

Apr 16

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: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on global tech. Technology stocks led losses on Wednesday after Nvidia and Advanced Micro Devices said President Donald Trump’s administration has curbed the export of its chips to China. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. US retail sales rose substantially in March on a jump in car purchases and other goods such as electronics, suggesting consumers were scrambling to get ahead of tariffs. Michael Shepard, Bloomberg Senior Editor in Washington, discusses the latest on U.S-China tech. Advanced Micro Devices said it expects to take a charge of as much as $800 million after the Trump administration put new restrictions on semiconductor exports to China. The company came to the conclusion after it completed an initial assessment of a new license requirement for the export of its MI308 products, it said in a filing with the US Securities and Exchange Commission. David Voreacos, Bloomberg Legal Reporter, discusses Harvard University tapping a white-hot lawyer with conservative bona fides to fight the Trump administration’s threat to withhold billions in funding. See omnystudio.com/listener for privacy information.

Apr 15

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: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses China ordering a halt in Boeing jet deliveries. It’s part of the tit-for-tat trade war that’s seen US President Donald Trump levy tariffs of as high as 145% on 5% on Chinese goods, according to people familiar with the matter. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Bank of America Corp.’s stock traders posted a record quarter as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Citigroup Inc. inched closer to a key profitability target in the first quarter as the firm’s traders surpassed expectations and the bank drew a record haul from its wealth and retail businesses. Janet Lorin, Bloomberg Higher Education Finance Reporter, discusses Harvard University President Alan Garber rejecting the Trump administration's demands to combat antisemitism, citing concerns over academic freedom and government interference in higher education. In response, a government task force on antisemitism plans to freeze $2.2 billion of multiyear grants to Harvard, and President Trump threatens to revoke the university's tax-exempt status. See omnystudio.com/listener for privacy information.

Apr 14

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Emily Grafffeo Today’s Podcast Features are: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel agreeing to sell a 51% stake in its programmable chips unit ‘Altera’ to Silver Lake Management, making good on plans to start spinning off non-core assets. Intel will continue to hold a 49% stake in the business. The deal is expected to close in the second half of 2025. Bloomberg reported previously on the talks between the two companies. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Manager, discusses earnings from Goldman Sachs. Goldman Sachs’ stock traders posted their highest quarterly revenue haul on record, riding a wave of volatility triggered by an emerging global trade war that’s roiled financial markets. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Pfizer halting development of its highest profile experimental drug, an obesity pill aimed at the blockbuster weight-loss market dominated by shots from Novo Nordisk A/S and Eli Lilly & Co., after it was linked to liver damage in a clinical trial. See omnystudio.com/listener for privacy information.

Apr 11

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta airlines earnings. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of Washington policy on clean energy. Jim Stratton, Workday’s Chief Technology Officer, will discuss Workday’s approach to AI. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the impact of Washington policy on drugmakers. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses Wells Fargo’s climate retreat. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Apr 11

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by John Tucker and Emily Grafffeo Today’s Podcast Features are: Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses today’s slide in U.S Treasuries. The selloff in Treasuries intensified as investors continued to pull back from US assets, sending longer-dated yields toward the biggest weekly surge since the 1980s. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday’s data from the University of Michigan. U.S consumer sentiment tumbled the second-weakest reading on record while short- and long-term inflation expectations soared to multi-decade highs on growing tariff concerns. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. JPMorgan Chase & Co.’s stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump’s policy announcements. Morgan Stanley’s stock-traders delivered first-quarter revenue that exceeded analyst predictions, earning a record $4.13 billion from equities trading. Wells Fargo & Co. missed analysts’ estimates for net interest income in the first quarter with soft loan demand hurting the bank’s largest revenue stream as tariff uncertainty clouds the US economic outlook. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses earnings from BlackRock. BlackRock posted mixed results for the quarter preceding President Donald Trump’s sweeping tariffs, pulling in less client money than analysts expected but posting higher-than-anticipated earnings per share. See omnystudio.com/listener for privacy information.

Apr 10

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: Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. Fear engulfed Wall Street again as US-China trade tensions escalate, sparking a plunge in stocks, the dollar and oil, while bond havens misfire anew in the latest sign of disorder in the financial system. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses today’s U.S CPI data. U.S inflation cooled broadly in March, indicating some relief for consumers prior to widespread tariffs that risk contributing to price pressures. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses Prada agreeing to buy Verace for $1.3 billlion. The Milan-based company, controlled by billionaire designer Miuccia Prada and her husband Patrizio Bertelli, is buying Versace from Capri Holdings Ltd., which paid €1.8 billion ($2 billion) for the brand in 2018. Lara Castleton, US Head of Portfolio Construction and Strategy at Janus Henderson Investors, discusses tariffs and her market outlook. A day after the biggest stock-buying wave in five years, assets tied to the economic cycle are sinking again. Traders are rushing to game out how the effective freezing of Chinese trade will impact corporate earnings, economic growth and new hiring. See omnystudio.com/listener for privacy information.

Apr 9

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: Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses Amazon cancelling some inventory orders from China and other Asian countries, according to a document reviewed by Bloomberg and people familiar with the matter. This suggests that the company is reducing its exposure to tariffs imposed by President Donald Trump. Leland Miller, CEO at China Beige Book, discusses the impact of tariffs on U.S, China relations. China retaliated against new tariffs imposed by President Donald Trump by announcing it would raise duties on US goods, roiling markets and deepening a trade war between the world’s largest economies. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets and tariffs. Another chaotic day on Wall Street saw stocks whipsawing as investors tried to price the impacts of President Donald Trump’s trade war, with a slide in bonds stoking fears the US risks losing its haven status. See omnystudio.com/listener for privacy information.

Apr 9

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.

Apr 8

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 the economic impact of tariffs. US Treasuries fell Tuesday after the wildest day for bond traders since the height of the pandemic in March 2020. The decline pushed yields on 10-year US bonds up three basis points to 4.21%, after a volatile start to the week in which early gains gave way to steep losses. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the impact of tariffs on the markets. U.S Stocks headed toward their biggest gain since November and bonds fell after Treasury Secretary Scott Bessent fueled hopes of trade deals, marking a dramatic shift in Wall Street sentiment following a selloff that chopped trillions of dollars off global markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s historic selloff. Apple's shares dropped 19% after President Donald Trump’s tariffs announcement, erasing over $637 billion in market value, due to investor skepticism about its ability to navigate President Donald Trump's tariffs on China, Vietnam, and India. Recent events also brought a short-term benefit: customers rushing to retail stores to buy iPhones. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of tariffs on the green transition. Donald Trump’s so-called reciprocal tariffs will inflate the cost of a vast range of imports. Under his proposal, a 10% universal tariff comes into effect for almost all US imports on April 5, and higher rates for specific countries activate on April 9th. See omnystudio.com/listener for privacy information.

Apr 7

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: James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the impact of tariffs on the markets. He talks about his observations from the selloff thus far and whether it has created any opportunities in the markets. James talks about China’s retaliation of tariffs on the US and whether others will follow. Kevin Tynan, Director of Research at The Presidio Group, discusses the impact of tariffs on autos. Tesla’s stock extended losses Monday, dropping below a price at which Commerce Secretary Howard Lutnick predicted they’d never fall to again. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discussed the impact of tariffs on banks and Jamie Dimon’s letter. Wall Street executives, including Bill Ackman, Boaz Weinstein, and Jamie Dimon, are speaking out against President Trump's decision to impose tariffs worldwide, warning of economic consequences. See omnystudio.com/listener for privacy information.

Apr 4

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On this podcast: Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter of 2025. Chris Gadomski, Bloomberg NEF Lead Nuclear Analyst, discusses the growing enthusiasm for nuclear power. Paige Smith, Bloomberg News Consumer Finance Reporter, discusses Rocket agreeing to buy mortgage firm Mr. Cooper in a $9.4 Billion deal. Jon Lin, Chief Business Officer at Equinix, discusses the future of AI and powering data centers. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about the rising costs of food and how that is impacting the consumer. Julie Choi, CMO of Cerebras, discusses generative AI. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Apr 4

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: Craig Trudell, Bloomberg Global Autos Editor, discusses the impact of tariffs on autos. Tesla's first-quarter vehicle deliveries were far below estimates, confirming "unprecedented brand damage" due to car-buyer backlash against Elon Musk. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses the impact of tariffs on regional banks. Knock-on effects from tariffs and weaker economic activity are introducing greater risks to regional banks' top lines, while credit quality could weaken from shakier consumer trends and rising commercial-loan losses. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply chain disruptions. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses how TV ads can be influenced by auto tariffs. With tariffs upending auto supply chains and raising production costs, local TV may face declines in its largest advertising category in 2025. See omnystudio.com/listener for privacy information.

Apr 3

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: Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland. Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand. See omnystudio.com/listener for privacy information.

Apr 3

This is a special edition of the Bloomberg Daybreak: US Edition podcast. Subscribe to the show: on Apple: http://bit.ly/3DWYoAN on Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 On today's episode: President Donald Trump imposed the steepest American tariffs in a century as he steps up his campaign to reshape the global economy, sparking threats of retaliation and a selloff in markets around the world.Trump announced Wednesday he will apply at least a 10% tariff on all exporters to the US, with even higher duties on some 60 nations, to counter large trade imbalances with the US. That includes some of the country’s biggest trading partners, such as China — which now faces a tariff of well above 50% on many goods — as well as the European Union, Japan and Vietnam.“For years, hard-working American citizens were forced to sit on the sidelines as other nations got rich and powerful, much of it at our expense,” Trump said during an event in the White House Rose Garden to unveil the so-called reciprocal tariffs. “Now it’s our turn to prosper.”The move marks a dramatic escalation in Trump’s trade war, one that risks triggering retaliation from other countries and upends calculations for businesses and consumers at home. China and the EU, America’s largest trading partner, both said they were preparing to take countermeasures in response.The US president has embraced tariffs as a tool to assert US power, revive manufacturing at home and exact geopolitical concessions — counter to the decades-old consensus that lower trade barriers help to foster ties among nations and prevent conflicts. Economists say the near-term result of his measures will likely be higher US prices and slower growth — or perhaps even a recession.Global financial markets were hit by a sweeping selloff after Trump’s announcement, with US equity futures slumping as much as 4%.Gold hit an all-time high and the traditional haven Japanese yen soared, while China maintained its daily support of the yuan. Ten-year Treasury yields fell toward the closely-watched 4% level, their lowest since October.Read More: Fear Grips Markets as Trump Tariffs Raise Risks to Global GrowthLess than three months after returning to the White House, Trump has already erected trade barriers that are bigger by some measures than those imposed in the notoriously protectionist 1930s. Bloomberg Economics calculates that the effective tax rate the US now charges on more than $3 trillion of imported goods may climb to around 23% — higher than any point in more than a century.A statement published Wednesday by the United States Trade Representative explained the Trump administration calculated its raft of new tariffs primarily based on existing trade balances. Countries running a trade surplus with the US faced a flat 10% rate regardless, as did nations where trade was roughly even.There’s a small difference in the tariff rates first announced by Trump and more than a dozen of those listed in the annex that accompanied the White House executive order. For countries like South Korea, Myanmar, Pakistan and India, the rates in the annex are about 1 percentage point higher than the initial announcement.The 10% baseline charge on everyone takes effect after midnight Saturday. The higher duties on targeted countries — which replace, rather than add on top of the 10% rate — are due to kick in on April 9, the White House said.Read More: List of Reciprocal Tariffs by CountryFor now, the new measures don’t include Canada and Mexico, which are embroiled in a separate on-and-off tariff dispute with the US. They also won’t apply to some products that are subject to separate duties tied to so-called Sec. 232 investigations such as autos, semiconductors and lumber.The reciprocal tariffs were “much worse than we feared,” said Mary Lovely, a senior fellow at the Peterson Institute for International Economics. There’ll be “huge implications for rerouting of trade,” she said.The president, who’s sought to frame his trade plans as a boost for his blue-collar voters, was joined in the Rose Garden by union members and workers from various industries — including a retired autoworker who spoke on stage. Later, Trump brandished large boards during his 48-minute address to display each nation’s new rate. See omnystudio.com/listener for privacy information.

Apr 2

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: Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses Tesla sales. Tesla’s vehicle sales fell 13% last quarter to an almost three-year low, as the carmaker made over its most important model and dealt with international backlash against Elon Musk. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses President Donald Trump meeting to consider a proposal for divesting TikTok's US operations from Chinese parent company ByteDance. Amazon.com has also submitted an offer to purchase TikTok in the final days before the popular video app is scheduled to be banned or sold to US investors, the New York Times reported, citing unidentified people familiar with the talks. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on President Donald Trump’s tariffs. He will also look at President Trump has told his inner circle that Elon Musk will be stepping back from his advisory role in the coming weeks, Politico reports, citing three people close to the president. See omnystudio.com/listener for privacy information.

Apr 1

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: Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President Trump's Liberation Day. This includes retaliatory tariffs, bailouts for farmers, and Senate Republicans being hopeful that they will get a final answer from the Parliamentarian either tomorrow or Wednesday as to whether they can write off the $4.6T cost of extending the 2017 tax cuts permanently. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. ISM prices paid rose again to the highest level in almost three years, while the new orders-to-inventory component stayed well below one and slipped to its lowest level since 2020. The component gives a reliable short lead on the headline ISM index. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. On April 2, she expects the US to announce tariffs on most major trading partners and trigger a potential tit-for-tat cycle of escalation in the weeks thereafter. The situation appears fluid, with the WSJ on Sunday reporting “Trump has pushed his team to be more aggressive,” but that policy was not yet been agreed or set, and that a 20% tariff on virtually all US trading partners is under consideration. Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses his autos outlook. US automakers are making a last-ditch effort to sway the Trump administration on tariffs set to take effect this week, contending that levies on the thousands of parts they source abroad could have catastrophic effects on the industry. See omnystudio.com/listener for privacy information.

Mar 31

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today’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.

Mar 29

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.

Mar 28

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.

Mar 27

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.

Mar 26

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.

Mar 25

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.

Mar 24

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/h0zn7xir See omnystudio.com/listener for privacy information.

Mar 24

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.

Mar 21

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Alix Steel On 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.

Mar 21

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: 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.

Mar 20

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: 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.

Mar 19

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.

Mar 19

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: 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.

Mar 18

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: 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.

Mar 17

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: 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.

Mar 14

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 Energy Scott Strazik, CEO of GE Vernova Joe Dominguez, CEO of Constellation Energy 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 14

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: 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 average Brian 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.

Mar 13

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Albertina 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 Coben Enbridge CEO Greg Ebel See omnystudio.com/listener for privacy information.

Mar 12

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: 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 President Scott Strazik, CEO of GE Vernova See omnystudio.com/listener for privacy information.

Mar 11

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Joe 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 Currie TotalEnergies CEO Patrick Pouyanné Toby Rice CEO of EQT Williams CEO Alan Armstrong See omnystudio.com/listener for privacy information.

Mar 10

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today'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 Constellation See omnystudio.com/listener for privacy information.

Mar 7

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.

Mar 7

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.

Mar 6

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.

Mar 5

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.

Mar 4

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.

Mar 3

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.

Feb 28

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.

Feb 28

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 Tucker See omnystudio.com/listener for privacy information.

Feb 27

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 Steel See omnystudio.com/listener for privacy information.

Feb 26

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 Steel See omnystudio.com/listener for privacy information.

Feb 25

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 Steel See omnystudio.com/listener for privacy information.

Feb 24

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 Steel See omnystudio.com/listener for privacy information.

Feb 21

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 Sweeney 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 21

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 Graffeo See omnystudio.com/listener for privacy information.

Feb 20

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 Graffeo See omnystudio.com/listener for privacy information.

Feb 19

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 Miller See omnystudio.com/listener for privacy information.

Feb 18

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 Sweeney See omnystudio.com/listener for privacy information.

Feb 14

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 Mulinda 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 14

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 Miller See omnystudio.com/listener for privacy information.

Feb 13

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 Mulinda See omnystudio.com/listener for privacy information.

Feb 10

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 Mulinda See omnystudio.com/listener for privacy information.

Feb 7

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.

Feb 7

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 Steel See omnystudio.com/listener for privacy information.

Feb 6

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 Tucker See omnystudio.com/listener for privacy information.

Feb 5

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 Steel See omnystudio.com/listener for privacy information.

Feb 4

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 Steel See omnystudio.com/listener for privacy information.

Feb 3

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 Steel See omnystudio.com/listener for privacy information.

Jan 31

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.

Jan 31

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 Steel See omnystudio.com/listener for privacy information.

Jan 30

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.

Jan 30

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla Earnings Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 29

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

Jan 29

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. See omnystudio.com/listener for privacy information.

Jan 29

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Jan 28

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual* Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 27

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 27

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast: On Apple: http://bit.ly/3DWYoAN On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

Jan 24

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 Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He Is on Competing Quests for a Legacy and Revenge.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Alaska Air and GE Aerospace earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, gives his energy outlook under a new Trump administration. 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 24

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. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 23

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Trump presidency. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 22

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 John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 21

Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan. See omnystudio.com/listener for privacy information.

Jan 21

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 20

Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the George Washington Presidential Library Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District United States Senator Bill Hagerty (R-TN) See omnystudio.com/listener for privacy information.

Jan 17

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.” 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 17

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025. Hosts: Alix Steel and Norah Mulinda See omnystudio.com/listener for privacy information.

Jan 16

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. Hosts: Alix Steel and Michael Regan See omnystudio.com/listener for privacy information.

Jan 15

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok. Hosts: John Tucker, Norah Mulinda, and Matthew Miller See omnystudio.com/listener for privacy information.

Jan 14

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025 Featuring: Terry Haines, Founder at Pangea Policy Gautam Mukunda, professor at Yale School of Management Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics See omnystudio.com/listener for privacy information.

Jan 13

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets. Hosts: John Tucker, Emily Graffeo, and Matthew Miller See omnystudio.com/listener for privacy information.

Jan 12

It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.

Jan 10

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves. Hosts: Paul Sweeney, Alix Steel 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 10

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Jan 10

A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso. See omnystudio.com/listener for privacy information.

Jan 8

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 7

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discusses expectations for Day 1 energy action from the new Trump administration. Enda Curran, Bloomberg Global Economy Reporter, talks about a U.S blacklist of China’s tech giants. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 6

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Brian Vendig, Chief Investment Officer, at MJP Wealth Advisors, discusses his outlook for the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 3

Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison. See omnystudio.com/listener for privacy information.

Jan 3

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 Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 2025 outlook for Wall Street. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer Pipes.” Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives his outlook for chips. Brendan Murray, Bloomberg Global Trade Editor, discusses what to expect from looming U.S tariffs. Hosts: Paul Sweeney, Alix Steel, Matt Miller, and Sonali Basak The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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 3

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the U.S Surgeon General calling for cancer warnings on alcohol labels. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Jan 2

The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis. See omnystudio.com/listener for privacy information.

Jan 2

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 31, 2024

On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with Jamie Tarabay, Bloomberg Cybersecurity Reporter, on the US Treasury saying it was breached by a Chinese-based hacker. Veronica Clark, Citi Director of Research & US Economist, discusses her economic outlook. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer ‘Pipes’.” Danny Grant, Maple Hospitality Group founder and partner, discusses the hospitality industry. See omnystudio.com/listener for privacy information.

Dec 30, 2024

On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with David Westin, Host of Bloomberg Wall Street Week, on the the passing of former U.S President Jimmy Carter. Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist, gives her outlook for the U.S economy. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses political news of the day. See omnystudio.com/listener for privacy information.

Dec 27, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jennifer Bartashus, Bloomberg Intelligence senior analyst covering retail discusses holiday consumer spending and looks ahead to the retail space in 2025, Drew Reading, Bloomberg Intelligence home builders analysts breaks down what’s next for the home builders in the new year, Julia Coronado, founder and president of Macropolicy Perspectives reacts to the Fed’s policy meeting in December and discusses how economic policy might be shaped by Trump in the new year, and Tim Craighead, Bloomberg Intelligence Research Director for Content discusses the 50 companies to watch in 2025. Also featuring guest host Caroline Hyde. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.

Dec 27, 2024

On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and Caroline Hyde speak with Katerina Simonetti, senior portfolio manager at Morgan Stanley for her perspective on markets heading into 2025, Bloomberg LA Bureau chief John Gittelsohn about the latest Big Take on how the globe is bracing itself for Trump tariffs, Dr. Ellen Wald, senior fellow at the Atlantic Council for her outlook on oil and energy, and The Boxoffice Company senior vice president for content strategy and editorial director Daniel Loria on the holiday box office and what to expect from Hollywood in 2025. See omnystudio.com/listener for privacy information.

Dec 26, 2024

On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and David Gura check in on the latest with Starbucks workers striking and take a look at how consumers are feeling toward the end of the holiday shopping season with Bloomberg's Emily Cohn, preview the economy for the new year with Lauren Saidel-Baker, an economist with the Institute for Trend Research, and talk real estate with Russel William Galbut, managing principle at Crescent Heights. See omnystudio.com/listener for privacy information.

Dec 23, 2024

On a special edition of Bloomberg Intelligence, Bloomberg's Emily Cohn joins to discuss the Nordstrom family's plan to take the chain private, Bloomberg Intelligence's Jennifer Bartashus shares her outlook for the retail space in 2025, Julia Coronado, founder and president of Macropolicy Perspectives, discusses her outlook for 2025 and Bloomberg's Craig Trudell talks the auto space and the potential Honda-Nissan merger. Paul Sweeney and Caroline Hyde host. See omnystudio.com/listener for privacy information.

Dec 20, 2024

The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader. See omnystudio.com/listener for privacy information.

Dec 20, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her travel research for 2025. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.” Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses Micron earnings. Viktoria Dendidrou, Bloomberg US Treasury Reporter, discusses the Bloomberg Big Take story: “Debt Risks That Lured Bessent to US Treasury Now Loom Large.” Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses M&A research. 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.

Dec 20, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a potential government shutdown. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Dec 20, 2024

The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning. See omnystudio.com/listener for privacy information.

Dec 19, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the possibility of a government shutdown. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the potential for a government shutdown. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 19, 2024

What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.

Dec 18, 2024

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 as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025. See omnystudio.com/listener for privacy information.

Dec 18, 2024

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.

Dec 18, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the Supreme Court saying it will hear TikTok’s challenge to a U.S ban. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest on the markets and the Fed. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Honda and Nissan exploring a merger with Foxconn. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 17, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Brian Gilvary, Chairman of INEOS Energy, discusses the acquisition by INEOS of CNOOC Gulf of Mexico Assets. Dana D'Auria, Co-Chief Investment Officer, at Envestnet, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 16, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Oliver Crook, Bloomberg Europe Correspondent, discusses German lawmakers passing a measure that will pave the way for a national election in two months. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.’ Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 13, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Albertsons Suing Kroger for a breach of a contract. Todd Gillespie, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Fraser Stares Down Skeptics Ahead of Citi’s Critical Year.” Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Omnicom Group acquiring Interpublic Group. Bo Qin, BNEF Head of Americas Environmental Markets and Weather Analyst, discusses the carbon markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's delayed earnings report. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.

Dec 13, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Alan Katz, Bloomberg Paris Bureau Chief, discusses French President Emmanuel Macron naming a new Prime Minister. Miguel Sosa, Head of Market Research & Strategy at Bluerock, discusses his outlook for the markets and commercial real estate. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses President-Elect Donald Trump’s tax plans. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 12, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses the latest ECB decision. Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Leland Miller, CEO at China Beige Book, discusses China stimulus. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 11, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the main owner of US chocolate maker Hershey rejecting a preliminary takeover offer from Mondelez International. William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Albertsons filing a lawsuit against Kroger. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 10, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Daniel Carvalho, Bloomberg Government reporter in Brazil, discusses Brazil President Luiz Inacio Lula da Silva undergoing emergency brain surgery. Michelle Cortez, Bloomberg Senior Editor covering Healthcare, discusses where UnitedHealth stands after NYC killing. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest news out of the Mideast. Kunal Sinha, Global Head of Recycling at Glencore, joins to discuss recycling and energy. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 9, 2024

A 26-year-old man suspected in the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson was arrested in Altoona, Pennsylvania.The man, identified as Luigi Mangione, was recognized while he was eating at a McDonald’s restaurant by an employee. He was found with a manifesto, multiple fake identifications and a so-called ghost gun with a suppressor, similar to the one used in the shooting, according to police.Kailey Leinz and Joe Mathieu discuss the news with Bloomberg News Reporter Myles Miller. See omnystudio.com/listener for privacy information.

Dec 9, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of Syria and fall of Bashar Al-Assad. Kirsten Fontenrose, President of Red Six Solutions, discusses the latest out of Syria. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mondelez potentially mulling a takeover of Hershey. Myles Miller, Bloomberg Managing Editor discusses Daniel Penny being acquitted in a NYC subway chokehold case. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Dec 6, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock buying the credit firm HPS in a $12 Billion all-stock deal. Enrique Gonzalez, BNEF Head of US Gas Research, discusses U.S gas demand. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses an independent review at Super Micro Computer. Brendan Murray, Bloomberg Global Trade Editor, discusses the Bloomberg Big Take story: “A Roadmap Through the Drama and Realities of Trump’s Trade War.” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Stellantis and the early departure of its’ CEO. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce 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.

Dec 6, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses TikTok facing a U.S ban. Tom Gimbel, Founder and Board Member of LaSalle Network, joins to discuss the November jobs report and hiring in the US. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy. 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 Steel See omnystudio.com/listener for privacy information.

Dec 5, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin hitting $100,000. Phil Serafino, Bloomberg Senior Markets Editor, discusses the latest news out of France. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Ellen Wald, President of Transversal Consulting and Senior Fellow at Atlantic Council, discusses oil prices holding steady after OPEC+ announced plans to add barrels to the market from April. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 4, 2024

Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from our Paris bureau and Steven Englander, global head of G10 FX Research at Standard Chartered Bank. See omnystudio.com/listener for privacy information.

Dec 4, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Myles Miller, Managing Editor at Bloomberg News, gives reaction to the NYPD’s press conference after Brian Thompson, a longtime executive, was fatally shot in midtown Manhattan. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Salesforce earnings. Liz Hart, Newmark President of North America Leasing, and Abigail Doolittle, Bloomberg Chief Markets Correspondent, discuss the state of commercial real estate. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 3, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor, discusses South Korean President Yoon Suk Yeol declaring martial law. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Sarah Samuels, Head of Investment Manager Research, at NEPC, discusses her outlook for the private marketplace in 2025. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Dec 2, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Intel’s management changes. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro saying it will name a new CEO. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses his outlook for the markets. Ben Sills, Bloomberg Managing Editor for European Economy and Government, discusses France’s Prime Minster failing to agree to all of the party’s demands on next year’s budget. Peter Andersen, Chief Investment Officer and Founder at Anderson Capital Management, discusses his outlook for the markets. Enrique Gonzalez, BNEF Head of US Gas Research discusses winter gas demand. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 29, 2024

On this special Black Friday program, hosts Paul Sweeney and Caroline Hyde speak with Telsey Advisory Group CEO Dana Telsey for her outlook on spending this holiday season, National Tree Company CEO Chris Butler on Christmas tree sales, The Boxoffice Company senior vice president of content strategy and editorial director Daniel Loria on Wicked, Gladiator II, Moana 2 and Hollywood's forecast heading into 2025, and Bloomberg News Deputy Team Leader for US Equities Jess Menton on markets. See omnystudio.com/listener for privacy information.

Nov 29, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, joins to discuss FCC policy against big tech. Matt Day, Bloomberg Technology Reporter, discusses the Bloomberg Big Take story: “Amazon Prepares to Go ‘Toe to Toe’ With Nvidia in AI Hardware.” Katherine Doherty, Bloomberg Finance Reporter, discusses how Citigroup bonuses are being used to prevent bankers from departing. KR Sridhar, CEO of Bloom Energy, discusses the company’s recent deal with AEP. Ana Davies, BNEF's Head of Renewable Fuels, gives a renewable fuels update. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Best Buy and Dick's sporting goods earnings. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.

Nov 27, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent eco data. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses Lebanon, Israel cease fire. Bryan Whalen, CIO and Generalist Portfolio Manager at TCW's Fixed Income Group, discusses the latest on the markets. Peter Jeffrey, Bloomberg News Legal Editor, discusses BlackRock and Vanguard being accused of antitrust violations. Hosts: Paul Sweeney, John Tucker, and Matt Miller See omnystudio.com/listener for privacy information.

Nov 26, 2024

Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein. See omnystudio.com/listener for privacy information.

Nov 26, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s tariff threat. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses the Biden administration proposing a rule to require the US government to cover weight-loss drugs. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses earnings from Best Buy and Dick’s Sporting Goods. Hosts Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 25, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s delaying its earnings. Katy Kaminski, Chief Research Strategist & Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. KR Sridhar, CEO of Bloom Energy, discusses a recent company deal with AEP. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the markets. Katherine Doherty, Bloomberg Finance Reporter, discusses Citi bonuses. Anastacia Davies, BNEF's Head of Renewable Fuels, gives a renewable fuels update. Hosts Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 24, 2024

In this limited series, Odd Lots explains some of the thorniest issues facing the US economy through the medium of … chicken. Chicken occupies a unique position in the US diet, but issues facing the poultry industry illustrate wider points about the development of the US economy and the decisions being made about how it's structured and who benefits from it. So why has the chicken industry evolved in the way that it has? What’s been driving the price increases in eggs and meat? And what does it all say about things like inflation, the labor market and the nature of American capitalism? Check out Beak Capitalism on Odd Lots wherever you get your podcasts. See omnystudio.com/listener for privacy information.

Nov 23, 2024

President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction See omnystudio.com/listener for privacy information.

Nov 22, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Nvidia earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the effect that Trump administration will have on the energy transition. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro shares jumping on a compliance plan and new auditor. Neil Callanan, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Wall Street Bankers Spot a Fat Payday in $1 Trillion AI Hysteria.” Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, recaps Lowe's earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, breaks down TJX earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Ford planning to cut jobs in Europe. 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.

Nov 22, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . 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. David Powell, Senior Euro-Area Economist for Bloomberg Economics, discusses the Euro falling to lowest since 2022. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Elliot Stein, Bloomberg Intelligence Litigation Analyst, discusses the U.S probing JP Morgan’s ties to an Iranian oil kingpin’s hedge fund. Jessica Kriegel, Chief Strategy Officer of Workforce and Labor for Culture Partners, discusses Elon Musk and Vivek Ramaswamy outlining plan for 'large-scale firings' in the federal workforce. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 21, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses the ICC issuing an arrest warrant for Israel’s Prime Minister Benjamin Netanyahu. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Nvidia earnings. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook. Michael Regan, Bloomberg News Bloomberg Crypto Team Leader, discusses Bitcoin climbing closer to $100,000. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 20, 2024

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown See omnystudio.com/listener for privacy information.

Nov 20, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . 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 Ukraine firing UK storm shadow missiles into Russia. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Emily Cohn, Bloomberg Consumer Team Leader, discusses Target earnings. Terence Kawaja, Founder and CEO at LUMA Partners, discusses Comcast spinning off its Cable-TV channels. Phil Panaro, Founder & Former CEO at BCG Platinion North America, discusses Nvidia. Saleha Mohsin, Bloomberg Washington Senior Correspondent, discusses Donald Trump’s cabinet picks. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 19, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Marc Champion, Bloomberg Opinion Columnist, discusses Ukraine carrying out its’ first strike with U.S missiles in Russia. Emily Cohn, Bloomberg Consumer Team Leader, talks Walmart earnings. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the DOJ pushing Google to sell Chrome. David Bahnsen, Chief Investment Officer at the Bahnsen Group, discusses his outlook for the markets. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses Super Micro computer’s compliance plan. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 18, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses the U.S treasury markets as the Trump administration looks for a new Treasury Secretary. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. Francois Duflot, Bloomberg US Airline Analyst, discusses Spirit Air filing for bankruptcy. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the Trump team seeking to ease US rules for self-driving cars. Derrick Flakoll, BNEF Lead US Policy Analyst, discusses the impact of the Trump administration on the energy transition. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Nov 15, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . 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 earnings from Walt Disney. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the Bloomberg Big Take story: “ Trump's Win Puts Musk in the White House's New C-Suite .” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the impact of a trump administration on electric vehicles. Tai Liu, BNEF Oil Market Specialist, talks about how the Trump administration will impact oil producers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Justina Lee, Bloomberg Markets Reporter, discusses the Bloomberg Big Take story: “Wall Street Math Wizards Are Decoding Private-Market Returns.” Hosts: Paul Sweeney and John Tucker 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.

Nov 15, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Dave Peacock, CEO of Advantage Solutions, discusses the latest on U.S Retail Sales. Brooke Sutherland, Bloomberg's Boston Bureau Chief and writer of the Industrial Strength newsletter,” discusses her Bloomberg piece: ‘Nobody Knows What’s Going to Happen’: CEOs Brace for More Trump.” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the latest on electric vehicles. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the Mike Tyson, Jake Paul fight on Netflix. Max Adler, Bloomberg Municipal Bond Reporter, discusses the latest news from the muni market. Hosts: Matt Miller and John Tucker See omnystudio.com/listener for privacy information.

Nov 14, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Timothy O'Brien, Bloomberg Opinion Senior Executive Editor, discusses his Opinion piece “Trump Casts a Superhero Movie — With B-Listers.” Mark Douglas, President and CEO of MNTN, discusses Walt Disney earnings. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Meta Platforms being fined by the European Union. Joe Weisenthal and Tracy Alloway, Bloomberg Odd Lots Podcast Hosts, join to discuss “Beak Capitalism,” a special 3-part series from the Bloomberg Odd Lots podcast. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Nov 13, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses U.S CPI data. Laura Davison, Bloomberg News Politics Editor, discusses Donald Trump‘s cabinet appointments. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the future impact of Donald Trump's Presidency. Bess Freedman, Chief Executive Officer at Brown Harris Stevens, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the Bloomberg Big Take story: “ Trump's Win Puts Musk in the White House's New C-Suit e.” Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Nov 12, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Katherine Doherty, Bloomberg Finance Reporter, talks about how bonuses are set to grow across Wall Street for the first time since 2021. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest on commodities. Emily Leville, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Robin Potts, CIO of Canyon Partners Real Estate, discusses the state of commercial real estate. Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Nov 11, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest on Bitcoin. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, talks about Cigna confirming it won’t pursue a combination with Humana. David Young, President, Public Policy Center of The Conference Board, discusses research about immediate steps the Trump administration will take. Jeff Brown, Founder and CEO of T2 Capital Management, discusses the state of commercial real estate. Tai Liu, BNEF Oil Market Specialist, talks about how oil producers stand to save billions from Donald Trump’s tax plan. Hosts: Paul Sweeney and Molly Smith See omnystudio.com/listener for privacy information.

Nov 8, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst gives post 2024 U.S election analysis. Wendy Schiller, Professor at Brown University, joins on the political ramifications of the U.S election. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses how a Trump victory brings optimism for banks. Yayoi Sekine, BloombergNEF Head of Energy Storage, gives her outlook for wind, solar and storage over the next 10 years. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Wendy Thomas, Secureworks CEO, talks about the recent Sophos agreement to acquire Secureworks. Hosts: Paul Sweeney and John Tucker 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.

Nov 8, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . 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 consumer confidence data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses Friday’s Fed decision and the markets. Erica York, Senior Economist and Research Director with Tax Foundation’s Center for Federal Tax Policy, discusses the impact of a Trump Presidency on tax policy. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses the U.S election. Hosts: Emily Graffeo, John Tucker, and Matt Miller See omnystudio.com/listener for privacy information.

Nov 7, 2024

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 See omnystudio.com/listener for privacy information.

Nov 7, 2024

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.

Nov 7, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Dennis Lockhart, Former Atlanta Fed President, discusses Thursday's Fed decision. Catarina Saraiva, Bloomberg Federal Reserve Reporter, discusses the Bloomberg Big Take story: “ Powell, Back in Trump World, Is About to Feel the Heat .” Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses what Donald Trump in the White House means for big tech. Janet Rilling, Senior Portfolio Manager and Head of Plus Fixed Income at Allspring Global Investments, discusses the latest on the markets. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses why banks are optimistic about Trump’s future presidency. Hosts: Paul Sweeney, John Tucker, and Matt Miller See omnystudio.com/listener for privacy information.

Nov 6, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, gives post-election analysis. Ed Mills, Managing Director and Washington Policy Analyst at Raymond James, discusses the U.S election. Wendy Schiller, Professor at Brown University, discusses political ramifications for the 2024 U.S election. Gautam Mukunda, Lecturer of Management Practice at Yale School of Management joins for U.S election analysis. Monica Guerra, Executive Director and the Head of US Policy for Morgan Stanley Wealth Management, discusses the U.S election and market impact. Hosts: Paul Sweeney and Damian Sassower See omnystudio.com/listener for privacy information.

Nov 5, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses what to expect on election day and industry impacts of the 2024 election. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S election. Jennifer Lawless, Professor at University of Virginia, talks about the Trump-Harris race and the 2024 election. David Paleologos, Suffolk University Director of the Political Research Center, discusses the U.S election. Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics, discusses the U.S election and market impact. Hosts: Paul Sweeney and Emily Graffeo See omnystudio.com/listener for privacy information.

Nov 4, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Maya Wiley, President and CEO, at the Leadership Conference on Civil and Human Rights, discusses the U.S election. Katy Kaminski, Chief Research Strategist and Portfolio Manager at AlphaSimplex, discusses her outlook for the markets. Katherine Burton, Bloomberg Senior Reporter, discusses the Bloomberg Big Take story: “Traders Gear Up to Capture Swings in Volatile Election Night.” Ruben Hovhannisyan, Managing Director, Generalist Portfolio Manager in the Fixed Income group at TCW, discusses the latest on the markets. Yayoi Sekine, BloombergNEF Head of Energy Storage, discusses her outlook for wind, solar and storage over the next 10 years. Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Nov 4, 2024

Be in the know this election with Bloomberg Podcasts. Follow Bloomberg News Now for up-to-the minute election results, all night long. And go deeper with The Big Take podcast, featuring in-depth global analysis of the US election every day this week. See omnystudio.com/listener for privacy information.

Nov 1, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, recaps Alphabet and META earnings. Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly earnings. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, on Tesla, the overall EV market, and the sway US Presidents have on fuel economy standards for cars. Steve Man, Bloomberg Intelligence Senior Auto Analyst on BYD Sales Beat Tesla for First Time. Carmen Arroyo, Bloomberg Credit Reporter, on Big Take story: AAA Bonds Go Bust and Reveal Depths of US Office-Market Crash. Alison Williams, Bloomberg Intelligence Senior Analyst for Global Banks on UBS Earnings. And Rhett Buttle, CEO, Public Private Strategies, to discuss the impact that business leaders can make by advocating for safe and secure elections. 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.

Nov 1, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Thomas Black, Bloomberg Opinion columnist, on latest Boeing news and his Opinion piece: Boeing Strikers Should Accept Its Latest Offer. Joanie Bily, Division President at Employbridge, and Chair of American Staffing Association, on October U.S jobs report and employment trends. Allan Schweyer, Principal Researcher of Human Capital at The Conference Board on DEI work survey. David Wethe, Bloomberg News Energy Reporter, on Big Take story: Most Productive US Industry is One that Wall Street Wrote Off. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, to discuss her outlook for the markets. And Nathan Dean , Bloomberg Intelligence Senior Policy Analyst, on his Harris vs. Trump Policy Scenario Analysis Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Oct 31, 2024

On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours. See omnystudio.com/listener for privacy information.

Oct 31, 2024

Intel shares surged after the company gave a fourth-quarter revenue forecast slightly above estimates, sparking optimism that it’s capable of reclaiming some lost market share. Apple reported weaker sales in China than anticipated last quarter, raising fresh concerns about one of its most important regions. For instant reaction and analysis to the latest big tech earnings drop, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

Oct 31, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on latest PCE data. Geeetha Ranganathan, Bloomberg Intelligence US Media Analyst, on Comcast Weighing Spinoff of Cable Networks & Pelton naming new CEO. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, to discuss her market outlook. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, on Estee Lauder cutting guidelines amid weak demand in China. Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, recapping META and Door Dash earnings. Rania Sedhom, Managing Partner at Sedom Law Group, on how group of music label heavy hitters have come together to sue AI music platforms for copyright infringement. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Oct 30, 2024

Microsoft's cloud-computing and Office software businesses fueled stronger-than-projected quarterly revenue growth, a sign that the company’s hefty investments in artificial intelligence are starting to pay off. Meanwhile, Meta Platforms projected stronger-than-expected holiday quarter sales, and touted AI improvements to its core advertising business. But it wasn’t enough to satisfy Wall Street. For instant reaction and analysis to these results, plus other tech earnings, hosts Tim Stenovec and Katie Greifeld speak with Bloomberg Intelligence senior technology analysts Mandeep Singh and Anurag Rana. See omnystudio.com/listener for privacy information.

Oct 30, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on SMCI Auditor Resigning. Alison Williams, Bloomberg Intelligence Senior Analyst for Global Banks on UBS Earnings. Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, to recap Alphabet earnings. Laura Davison, Bloomberg News Politics Editor, on How Puerto Rico Became a US Election Issue on the Supreme Court Lets Virginia Purge Voter Rolls for Election. Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Oct 29, 2024

Google parent Alphabet reported third-quarter sales that climbed more than analysts expected, helped by the growth of its cloud computing business. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec spoke with Bloomberg Intelligence senior tech industry analyst Mandeep Singh and Bloomberg Technology co-host Caroline Hyde. See omnystudio.com/listener for privacy information.

Oct 29, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk U.S tech earnings this week. Dana Peterson, Chief Economist at the Conference Board, discusses consumer confidence data. Neil Grossman, Co-Founder & Former CIO at KNG Capital, discusses his outlook on the markets. Ellen Wald, President of Transversal Consulting, joins to discuss oil prices. Carmen Arroyo, Bloomberg Credit Reporter, discusses the Bloomberg Big Take story: “AAA Bonds Go Bust and Reveal Depths of US Office-Market Crash.” Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Oct 28, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing launching a nearly $19 billion share sale to address liquidity needs. Steve Man, Bloomberg Intelligence Senior Auto Analyst, discusses Volkswagen saying it will close three German factories. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Kirsten Fontenrose, President of Red Six International, joins to discuss weekend news out of the Mideast. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Rhett Buttle, CEO at Public Private Strategies, discusses the impact that business leaders can make by advocating for safe and secure elections. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses the EV market. Hosts: Paul Sweeney and Bailey Lipschultz See omnystudio.com/listener for privacy information.

Oct 25, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Starbucks earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, talks about Disney’s succession plans. Kiel Porter, Bloomberg Industrials Reporter, discusses the Bloomberg Big Take story: “ Cracked Skull, Broken Bones Show Rivian Plant's Danger .“ John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses AT&T and Verizon earnings. Chris Gadomski, BNEF Lead Nuclear Analyst, talks about nuclear reactor technology. 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.

Oct 25, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Joanne Hsu, University of Michigan Surveys of Consumers Director, joins to discuss today's UMich consumer sentiment data. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses key industries impacted by the U.S election. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses the latest on the markets. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses news that a federal judge blocked Tapestry's planned $8.5 billion acquisition of Capri Holdings. Justina Lee, Bloomberg Cross-Asset Markets Reporter, discusses the Bloomberg Big Take story: “Wall Street Takes Tax-Loss Harvesting to Next Level.” Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Oct 24, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Craig Trudell, Bloomberg Global Autos Editor, recaps Tesla earnings. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses Boeing factory workers rejecting a new labor contract. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, talks UPS earnings. Jodi Schneider, Political News Director for Bloomberg TV and Radio, discusses the latest Bloomberg Morning Consult poll. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses new home sales data. Terence Kawaja, Founder and CEO at LUMA Partners, discusses digital ad tech. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Oct 23, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tesla surpassed Wall Street estimates for earnings in the third quarter, reflecting a rebound in demand for the company’s electric vehicles. The EV maker also said it expects to achieve slight growth in vehicle deliveries for the full year. For instant reaction and analysis, hosts Tim Stenovec and Katie Greifeld speak with Gerber Kawasaki Wealth Management CEO Ross Gerber and Bloomberg Technology cohost Ed Ludlow. See omnystudio.com/listener for privacy information.

Oct 23, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses an E.coli outbreak linked to McDonald’s quarter pounders. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing earnings. Carol Pepper, Founder and CEO at Pepper International, discusses her outlook for the markets. Wendy Thomas, Secureworks CEO, talks about a recent Sophos agreement to acquire Secureworks. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Kiel Porter, Bloomberg Industrials Reporter, discusses the Bloomberg Big Take story: “Cracked Skull, Broken Bones Show Rivian Plant's.” Hosts: Paul Sweeney and Emily Graffeo See omnystudio.com/listener for privacy information.

Oct 22, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses news that ASML’s CEO sees the U.S pushing for more China chip restrictions. Tomasz Noetzel, Bloomberg Intelligence Senior European Banks Analyst, discusses a restructuring at HSBC. Jill Castilla, President and CEO of Citizens Bank of Edmond, discusses the banking sector. David Welch, Bloomberg Detroit Bureau Chief, talks GM earnings. Rich Hill, Head of Real Estate Strategy and Research at Cohen & Steers, discusses the state of commercial real estate. Hosts: Paul Sweeney and Molly Smith See omnystudio.com/listener for privacy information.

Oct 21, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Boeing and the union representing striking members hammering out a tentative new accord. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook for the markets. Ned Lazarus, Associate Professor of International Affairs at George Washington University, discusses the latest news out of the Mideast. Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on the markets. Tim O'Brien, Bloomberg Opinion Senior Executive Editor, talks about his column: “Trump Goes All In on Discord. Will Voters ?” Chris Gadomski, BNEF Lead Nuclear Analyst, discusses nuclear power. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Oct 18, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering its’ guidance for next year. Kyle Harrison, BNEF's Head of Sustainability Research, talks about the kind of corporations that are signing green power purchase agreements. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, talks LVMH earnings. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Oliver Crook, Bloomberg Europe Correspondent, talks about the Bloomberg Big Take story: “VW and Mercedes Are Getting Left in the Dust by China’s EVs.” 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.

Oct 18, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS ousting its’ CEO Karen Lynch. Gerard Dipippo, Senior Geo-Economics Analyst for Bloomberg Economics, talks about China moving to support markets after recent data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Jonathan Schanzer, Senior Vice President for Research at the Nonpartisan Foundation for Defense of Democracies think tank, discusses recent news out of Israel. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Raul Martynek, CEO of DataBank, discusses recent funding news. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Oct 17, 2024

Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust. See omnystudio.com/listener for privacy information.

Oct 17, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks TSMC earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Josh Zegen, Managing Principal, Co-Founder at Madison Realty Capital, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. James Thornton, CEO of Intrepid Travel, joins to discuss outlook for corporate travel and efforts to limit the carbon footprint of traveling. Hosts: Paul Sweeney and Norah Mulinda See omnystudio.com/listener for privacy information.

Oct 16, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . *Broadcasting live from Wells Fargo’s Women in Leadership Summit at Kiawah Island in South Carolina* Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Morgan Stanley earnings. Danielle Squires, Managing Director and Head of Diverse Segments at Wells Fargo, and Maria Menendez, Chief Financial Officer, at GL Homes of Florida Holding Corporation Sunrise Florida, discuss the importance of the Wells Fargo summit. Suzanne Morrison, Head of Commercial Banking & Wealth Partnerships & Executive Vice President at Wells Fargo, and Jessica Murphy, Managing Director, Southeast Division Executive, Commercial Banking at Wells Fargo, discuss the importance of providing differentiated products and services to clients and future clients in the context of true relationship banking. Kwanza Jones, CEO and Co-Founder of the Kwanza Jones & José E. Feliciano Initiative, and Julie Caperton, Head of The Private Bank and Wells Fargo Partnerships for Wealth & Investment Management, talk about how Wells Fargo helps clients achieve their philanthropic goals. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 15, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering lowering guidance for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing planning to raise as much as $25 billion to boost liquidity. Dan Pickering, Chief Investment Officer at Pickering Energy Partners, discusses the latest on the energy sector. David Auerbach, Chief Investment Officer at Hoya Capital, discusses the state of commercial real estate. Oliver Crook, Bloomberg Europe Correspondent, discusses the Bloomberg Big Take story: "VW and Mercedes Are Getting Left in the Dust by China’s EVs." Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 14, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloomberg US Deals Reporter, talks about Elliott Investment Management calling for a special shareholder meeting at Southwest Airlines. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Rich Greenfield, Partner and Co-Founder at LightShed Partners discusses recent media news. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Kyle Harrison, BNEF's Head of Sustainability Research, talks about the latest sustainable finance trends. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 13, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich. Alison Williams, Bloomberg Intelligence Senior Analyst, on U.S bank earnings. Elliot Stein, Bloomberg Intelligence Litigation Analyst, and Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, on TD Bank being Hit With $450 Million OCC Penalty Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, on markets/Fed. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, on Google Breakup Probably Won't Be Search Remedy Hosts: Alix Steel and Paul Sweeney See omnystudio.com/listener for privacy information.

Oct 11, 2024

Boeing plans to cut its workforce by about 10%, as the planemaker faces a drawn-out strike by workers and a worsening cash crunch. Hosts Matt Miller and Katie Greifeld discuss with Bloomberg Intelligence senior aerospace and airlines analyst George Ferguson. See omnystudio.com/listener for privacy information.

Oct 11, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a potential Google breakup. Dasha Afanasieva, Bloomberg Consumer Goods Reporter, talks about the Bloomberg Big Take story: “Perrier Contamination Woes Add to $300 Billion Sector’s Hurdles.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing negotiations with striking workers. Anna Davies, BNEF Head of Renewable Fuels, talks about sustainable aviation fuel. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses research about 10 companies to watch in 4Q. Karen Ubelhart, Bloomberg Intelligence Senior Industrials Analyst, discusses Honeywell’s planned spin off. 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.

Oct 10, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data. Ken Johnson, Walker Family Chair of Real Estate at the University of Mississippi, talks about Hurricane Milton's impact on Florida housing. Kara Murphy, CIO at Kestra Investment Management, discusses U.S CPI data and the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, talks about Hurricane Milton’s impact on insurers. Max Chafkin, Bloomberg Businessweek Senior Reporter, talks about the Bloomberg Big Take piece: “Lina Khan Has Plenty More Targets—If She Gets Another Term.” Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses research about 10 companies to watch in 4Q. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 9, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the U.S weighing a potential Google breakup. Mike Sullivan, Energy and Utilities Consultant, at PA Consulting, talks about Florida utility resiliency and preparations for Hurricane Milton. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Walt Disney taking a hit financially after Hurricane Milton. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Ana Davies, BNEF Head of Renewable Fuels, discusses sustainable aviation fuel. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 8, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from Commonwealth's National Conference for Financial Advisors in Orlando, Florida* Dan Williams, Reporter for Bloomberg News Based in Jerusalem, discusses Israel holding talks in the U.S as the country weighs how to respond to an Iranian missile attack. Enda Curran, Bloomberg Global Economy Reporter, discusses China market disappointment over a lack of fresh stimulus measures from China. Brad McMillan, Managing Principal, Wealth and Investment Management and CIO, at Commonwealth Financial Network, joins to discuss general market commentary and ways Commonwealth guides advisors during market fluctuations. Rob Kane, Director, Alternative Investments, at Commonwealth Financial Network, joins to discuss Commonwealth’s alternative investments offering. Peter Essele, SVP, Head of Advisory Solutions, at Commonwealth Financial Network, joins to discuss the evolution of Commonwealth’s discretionary portfolio management platform. Chris Fasciano, Senior Portfolio Manager at Commonwealth Financial Network, joins to discuss equity earnings, stock outlook, and ways Commonwealth guides advisors during market fluctuations. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 7, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from Commonwealth's National Conference for Financial Advisors in Orlando, Florida* Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses how insurers may see losses in the tens of billions if Hurricane Milton directly hits Florida's Tampa Bay. Marc Champion, Bloomberg Opinion Columnist, discusses his column: “Middle East Transformation Must Start With Israel.” Trap Kloman, President and Chief Operating Officer, at Commonwealth Financial Network, joins to discuss how Commonwealth has grown and evolved as an industry-leading RIA. Norman Grant, Managing Director, at Grant Capital, joins to discuss general market commentary, and serving business owners looking for capital management options. Virgil Kahl , President & CEO, Investment Advisor, at Spring Ridge Financial Group, joins to discuss general market commentary. Kris Maksimovich, President of Lewisville Headquarters, at Global Wealth, joins to discuss general market commentary and wealth preservation. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Oct 7, 2024

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. On Apple: http://apple.co/3Eyz9EX On Spotify: http://spoti.fi/45IG5LR Anywhere: http://bit.ly/460OMka See omnystudio.com/listener for privacy information.

Oct 6, 2024

What if your contracts could be a roadmap to running your business – the first step in managing your relationships with your suppliers and clients? That’s the function of Sirion, a contract lifecycle management software for in-house legal departments. This episode of The ROI Rules of AI explores how Sirion has recently been upgraded with generative AI functionality designed to make it something the whole company can use, not just its legal staff. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.

Oct 4, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish saying they will merge. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about OpenAI completing a deal to raise $6.6 billion in new funding. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting its first quarter of vehicle sales growth this year. Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, breaks down Carnival earnings. Thomas Rowlands Rees, BNEF's Head of Research for North America, talks about the impact of the Inflation Reduction Act on the energy sector. Janet Lorin, Bloomberg Higher Education Finance Reporter discusses the Bloomberg Big Take story: “Harvard Endowment Paid Out a Fortune and Lost Its Investing Edge.” 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.

Oct 4, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanie Bily, Division President at Employbridge, and Chair of American Staffing Association, discusses the September U.S jobs report and employment trends. Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, discusess his outlook for the markets. Tom Gimbel, Founder and Board Member of LaSalle Network, joins to discuss the September jobs report and hiring in the US. Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses US dockworkers agreeing to end a three-day strike. David Welch, Bloomberg Detroit Bureau Chief, talks about the EU voting to impose tariffs as high as 45% on electric vehicles from China. Hosts: Paul Sweeney and Emily Graffeo See omnystudio.com/listener for privacy information.

Oct 3, 2024

Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. See omnystudio.com/listener for privacy information.

Oct 3, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Devika Krishna Kumar, Bloomberg Oil Markets Reporter, discusses oil soaring on President Biden’s remarks about possible Israeli retaliation against Iran. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses the port strike impact on the labor market. Frances Stacy, Chairwoman of the Global Digital Finance Committee, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about OpenAI saying it has completed a deal to raise $6.6 billion in new funding. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Levi Strauss earnings. Hosts: Paul Sweeney and Bailey Lipschultz See omnystudio.com/listener for privacy information.

Oct 2, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of the Mideast. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap Tuesday's U.S Vice Presidential debate. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting its’ first quarter of vehicle sales growth this year. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Ellen Wald, President of Transversal Consulting and Senior Fellow at Atlantic Council, joins to discuss the oil markets. Hosts: Paul Sweeney, Alix Steel, and John Tucker See omnystudio.com/listener for privacy information.

Oct 2, 2024

Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle. The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy. For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. See omnystudio.com/listener for privacy information.

Oct 1, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mario Cordero, CEO of Port of Long Beach, discusses the latest on U.S port strikes. Mick Mulroy, Co Founder of Lobo Institute, discusses the latest news out of Israel. Jonathan Panikoff, Director at Scowcroft Middle East Security Initiative at Atlantic Council, discusses the latest news out of the Mideast. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing considering raising at least $10 billion by selling new stock. Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Sep 30, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish agreeing to merge. Dani Burger, Bloomberg Television Anchor, and Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discuss looming port strikes. Jerry Cudzil, Generalist Portfolio Manager in Fixed Income Group at TCW, discusses the latest on the markets. Craig Trudell, Bloomberg Global Autos Editor, talks about a slowdown in the European auto industry. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the markets. Thomas Rowlands Rees, BNEF's Head of Research, discusses two years of IRA, and whether it has moved the needle on the energy transition. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 27, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the DOJ suing ‘Visa’ over an antitrust matter. Francesca Maglione, Bloomberg Personal Finance and Higher Education Reporter talks about the Bloomberg Big Take story: “A College Taps Wall Street Playbook to Rival Ivies on Admissions.” David Doherty, Head of Oil and Renewable Fuels Research, joins to discuss how oil and gas are playing into the energy transition. Ravi Menon, Singapore's Climate Action Ambassador and Former Monetary Authority of Singapore Chief, discusses sustainable financing in Southeast Asia. Nadia Calvino, President of the European Investment Bank (EIB), talks about the EIB's role in the European Green Deal. Kyle Kim, Bloomberg Data Visualization Reporter, discusses the Bloomberg Big Take story: “Climate Change Is So Bad, Even the Arctic Is on Fire.” Hosts: Alix Steel and Bailey Lipschultz 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.

Sep 27, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Laura Davison, Bloomberg Politics Editor, discusses the latest Bloomberg morning consult poll. Nadia Lovell, Senior U.S. Equity Strategist, Global Wealth Management at UBS, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Arm being rebuffed by Intel after inquiring about buying its’ product division. Michele Martin, President of Prosperity, (an EisnerAmper Company) discusses her markets outlook. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses the impact of tropical storm Helene on oil and gas. Hosts: Alix Steel and Norah Mulinda See omnystudio.com/listener for privacy information.

Sep 26, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Scott Stringer, Former New York City Comptroller, discusses NYC Mayor Eric Adams’ indictment. Dr. Basil Smikle, Professor of Practice in Columbia University’s School of Professional Studies; and Former Executive Director of the New York State Democratic Party, talks Eric Adams’ indictment. Tom Orlik, Bloomberg Economics Chief Economist, talks about China’s top leaders ramping up efforts to revive growth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, on OpenAI discussing giving CEO Sam Altman a 7% equity stake in the company. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Wells Fargo entering a key new phase of its almost seven-year effort to escape a Fed cap on its assets. Hosts: Alix Steel, Bailey Lipschultz, and John Tucker See omnystudio.com/listener for privacy information.

Sep 25, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Stuart Paul, US Economist with Bloomberg Economics, discusses US mortgage rates falling again. Bobby Ghosh, Bloomberg News Senior Editor, talks about the latest Mideast tensions. Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets. Daniel McGahn, Chairman, President, and CEO of AMSC, discusses company news. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. Francesca Maglione, Bloomberg Personal Finance and Higher Education Reporter discusses the Bloomberg Big Take story: “A College Taps Wall Street Playbook to Rival Ivies on Admissions.” Hosts: Alix Steel and Jess Menton See omnystudio.com/listener for privacy information.

Sep 24, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . *Broadcasted live from the Earthshot Summit at the Plaza Hotel in NYC* Dana Peterson, Chief Economist at the Conference Board, discusses today’s consumer confidence data. Nick Wadhams, Bloomberg US National Security Team Leader, discusses President Biden’s UN speech. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, joins to discuss her outlook on the markets. Nadia Calvino, President of the European Investment Bank (EIB), discusses the EIB's role in the European Green Deal and how they're investing in digital infrastructure and sustainable projects. Ravi Menon, Singapore's Climate Action Ambassador and Former Monetary Authority of Singapore Chief, discusses sustainable financing in Southeast Asia, central bank policy's impacts on global business, and Singapore's climate action strategy. Scott Levine, Bloomberg Intelligence Senior Industry Analyst, joins to discuss how plastics are emerging as a new recycling frontier for waste companies. Hosts: Alix Steel and Damian Sassower See omnystudio.com/listener for privacy information.

Sep 23, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Liana Baker, Bloomberg News Managing Editor of the Deal Team, on Apollo Is Said to Offer Multibillion-Dollar Intel Investment. Gina Drosos, CEO of Signet, joins to discuss company earnings and outlook for diamond jewelry market. Toby Rice, CEO of independent natural gas producer EQT, on the natural gas space and companies operations across the US. Andres Gluski, CEO of AES, on power demand for AI. David Doherty, BNEF Head of Oil and Renewable Fuels Research, on EVs and their impact on Oil market. Hosts: Alix Steel and Norah Mulinda. See omnystudio.com/listener for privacy information.

Sep 20, 2024

Intel shares soared after the Wall Street Journal reported that Qualcomm approached the company about a takeover, a potential record-setting deal for the chip industry. For instant reaction and analysis, hosts Carol Massar and Matt Miller speak with Bloomberg Technology co-host Ed Ludlow. See omnystudio.com/listener for privacy information.

Sep 20, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week's podcast: Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson explains Alaska Airlines' acquisition of Hawaiian Airlines. Bloomberg Intelligence Global Director of Credit Research, Joel Levington, discusses the latest stress in the auto sector as auto-dealer sentiment begins to wane. Bloomberg Intelligence Senior Technology Analyst, Mandeep Singh, offers an update on Intel's foundry business and chip deal with Amazon Web Services. Bloomberg Intelligence Media Litigation Analyst, Matthew Schettenhelm, breaks down the latest in a long list of government scrutiny facing TikTok. We get an update on the commercial real estate sector with Jim Somoza, the Managing Director of Industry City in Brooklyn, New York. And Bloomberg Intelligence Senior Policy Analyst, Nathan Dean explains some policy changes from the FDIC that could affect future bank mergers. 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.

Sep 20, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Poonam Goyal, Bloomberg Intelligence Senior US E-Commerce and Retail Analyst, talks about Nike's CEO change and what it means for the company. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, gives her investment outlook. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, joins to discuss M&A in the beverage space. And we get a check on the markets with James Abate, Managing Director and CIO at Centre Asset Management. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Sep 19, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Tracey Campbell, Executive Vice President of Sustainability and Corporate Affairs at LyondellBasell, discusses the current market conditions in petrochemicals and the company's sustainability ambitions. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, gives her outlook on the markets. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst, breaks down the latest on the Warner Bros. Discovery-Charter deal and the outlook for Comcast's Epic Universe. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, joins for a look at the markets. And we speak with Miki Naftali, CEO & Founder of Naftali Group, and Bloomberg's Abigail Doolittle about the state of luxury real estate. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 18, 2024

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Sep 18, 2024

Bloomberg’s Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve’s decision to cut rates 50-basis-points on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Sep 18, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Dennis Lockhart, Former Atlanta Fed President, gives his expectations for today's Fed decision. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, discusses the markets and her take on what's to come from the Fed. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses the Alaska-Hawaiian merger. Jon Caplis, CEO at PivotalPath, talks hedge funds and where he sees opportunities in the future. Jeffrey Cleveland, Chief Economist at Payden & Rygel, talks about the Fed decision and where the U.S economy might be headed. And we get the latest on the FTC challenges to the Kroger-Albertsons and Tapestry-Capri mergers with Bloomberg Intelligence Senior Litigation Analyst, Jennifer Rie. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 17, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss the latest U.S. retail sales. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, breaks down expectations ahead of this weeks Fed decision. Bloomberg Intelligence Media Litigation Analyst, Matthew Schettenhelm, explains the outcomes of TikTok's court hearing on Monday and what it could mean for the fate of the app in the U.S. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her outlook on the markets. And Kate Richard, CEO and Co-CIO at Warwick Investment Group, discusses the global energy space. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 16, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jim Somoza, Managing Director of Industry City, talks about commercial real estate and how Brooklyn’s Industry City is positioned in NYC’s real estate market. Brian Levitt, Global Market Strategist at Invesco, gives his outlook on the markets ahead of the Fed decision this week. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest from the commodity space. Uma Moriarity, Senior Investment Strategist and Global ESG Lead at CenterSquare, joins to discuss her outlook for the markets. And Bo Qin, Bloomberg BNEF Carbon Analyst, breaks down the latest from the global carbon market. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 13, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week's podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the most recent deep dive on the impact of the US elections. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Brian Niccol starting his new role as Starbucks CEO. Philip Richards, Bloomberg Intelligence Senior Analyst for European Banks, discusses UniCredit’s shock move on Commerzbank catching Germany’s government off guard. Austin Carr, Bloomberg News Technology Reporter, discusses the Bloomberg Big Take story: “Apple’s Rise from rebel to $3.4 Trillion World Power.” Micheal Dean, Bloomberg Intelligence Head of Global Autos, discusses how German carmakers are now sinking deeper into an industry-wide crisis. Brenna Casey, Bloomberg BNEF Carbon Capture Analyst, talks about how activity in the carbon capture industry starting to slow. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Sep 13, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, joins to discuss the latest consumer sentiment data from UMich. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing workers striking. Mo Haghbin, Head of Solutions and Multi-Asset Strategies at Invesco, discusses his outlook for the markets. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses Adobe earnings and big tech headlines. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Peter Robison, Bloomberg News Investigations Reporter, discusses the Bloomberg Big Take story: "College Football Players Face the Ugly Truth About Payment Deals." Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 12, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Huw Worthington, Bloomberg Intelligence European Rate Strategist, discusses today’s ECB decision. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses her outlook for the markets. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, talks about JPMorgan limiting junior banker hours and Bank of America monitoring workloads. Todd Borgmann, CEO, at Calumet Specialty talks about sustainable aviation fuel. David Schwartz, Co-Principal and CEO of Slate and Abigail Doolittle, Bloomberg Markets Reporter discuss affordable housing in NYC. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 11, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S CPI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap the U.S Presidential debate. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the market. Philip Richards, Bloomberg Intelligence Senior Analyst for European Banks, discusses UniCredit’s shock move on Commerzbank catching Germany’s government off guard. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 11, 2024

Democrat Kamala Harris and Republican Donald Trump sparred through their first debate, with the former president often on the defensive over abortion rights, the January 6 insurrection and on foreign policy. The debate also saw Harris draw from her past as a prosecutor, while peppering in lines that appeared designed to needle Trump, including taunting the size of his rally crowds. For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino, plus hear live reaction from Philadelphia with Bloomberg Big Take host David Gura. See omnystudio.com/listener for privacy information.

Sep 10, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Fed Vice Chair for Supervision Michael Barr saying US regulators will make sweeping changes to their bank-capital rules proposal. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple and Google losing multibillion dollar court fights with the EU. Micheal Dean, Bloomberg Intelligence Head of Global Autos, discusses the latest BMW, Volkswagen news. Donald Steinbrugge, Founder and CEO, at Agecroft Partners, discusses the latest with the hedge fund industry. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, takes a deep dive into the impact of the US elections. Joe Mazzola, Charles Schwab’s Head Trading and Derivatives Strategist, discusses the latest STAX report. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 9, 2024

When a team of video game developers notice that their files have been moved, they find themselves in a race against time to save the company from ransomware. Adam Marrè, CISO at Arctic Wolf, explains how this cyberattack traced back to a single phishing email and unpacks the ramifications for gaming companies. Then David Adrian from Chrome lays out how leaders can use unphishable authentication methods to protect their teams. This episode is sponsored by Chrome Enterprise. See omnystudio.com/listener for privacy information.

Sep 9, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple’s product launch. Austin Carr, Bloomberg News Technology Reporter, discusses the Bloomberg Big Take story:” Apple’s Rise from rebel to $3.4 Trillion World Power.” Tomasz Noetzel, Bloomberg Intelligence Senior EU banks Analyst, discusses HSBC weighing combining its commercial and investment bank divisions. Chuck Lieberman, Co-Founder and Chief Investment Officer at Advisors Capital Management, discusses his outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses Brian Niccol starting his new role as Starbucks' CEO. Brenna Casey, Bloomberg BNEF Carbon Capture Analyst, talks about activity in the carbon capture industry starting to slow. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 6, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *The following interviews were recorded live from the Bloomberg Power Players event at Bloomberg Global Headquarters in New York. The summit brings together industry leaders at the intersection of sports, business and technology* On this week’s podcast: David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group; Owner, The Baltimore Orioles, and Cal Ripken, Jr., Baseball Hall of Famer; Founder & Partner, Ripken Baseball, discuss the Baltimore Orioles. Steve Phelps, NASCAR President, discusses trying to build audiences, and expand outside the U.S. Brittney Whiteside, Vice President, ASP College, Altius Sports Partners, discusses how the economics of intercollegiate sports are shifting. Jessica Berman, Commissioner, of National Women’s Soccer League (NWSL), discusses women's soccer. Midge Purce, Forward, NJ/NY Gotham FC & USWNT, talks about what’s next as women’s soccer hits the mainstream. Grant Hill, Managing Director, USA Basketball; Co-Owner, Atlanta Hawks, takes a behind the scenes look at the big talent who brought home the gold for women’s and men's Olympic teams. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Sep 6, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lindsey Piegza, Chief Economist at Stifel, discusses Friday's U.S jobs report. Matt Miskin, Co-Chief Investment Strategist, at John Hancock Investment Management gives market reaction to Friday's jobs report. Dana Wollman, Bloomberg Senior Technology Editor, discusses the latest Broadcom, Intel news and tech selloff. Audrey Childe Freeman, Team Leader and ChiefFX Strategist at Bloomberg Intelligence, discusses dollar movement post-jobs report. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses jobs report and employment trends. Christopher Smart, Managing Partner at Arbroath Group, gives market reaction to Friday's jobs report. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 6, 2024

The US hiring fell short of forecasts in August after downward revisions to the prior two months. The data are likely to fuel speculation that the Federal Reserve will deploy a big rate cut in September. Bloomberg's Tom Keene and Paul Sweeney get analysis on the numbers from Renaissance Macro Research Head of US Economic Research Neil Dutta, New Century Advisors Chief Economist Claudia Sahm, Moody's Analytics Chief Economist Mark Zandi, and Bradesco BBI Head of Equity Strategy Ben Laidler. See omnystudio.com/listener for privacy information.

Sep 5, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting live from the Bloomberg Power Players event at Bloomberg Global Headquarters in New York. The summit brings together industry leaders at the intersection of sports, business and technology* Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Randal Williams, Bloomberg U.S Sports Business Reporter, discusses the Bloomberg Big Take story: “Billionaire NFL Family Eyes Windfall From Wall Street, Swifties.” Brittney Whiteside, Vice President, at ASP College, Altius Sports Partners, discusses how the economics of intercollegiate sports are shifting. Jessica Berman, Commissioner, of the National Women’s Soccer League (NWSL), discusses women's soccer. Midge Purce, Forward, at NJ/NY Gotham FC & USWNT, talks about what’s next as women’s soccer hits the mainstream. David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group; Owner of The Baltimore Orioles, and Cal Ripken, Jr., Baseball Hall of Famer; Founder & Partner, of Ripken Baseball, discuss the Baltimore Orioles. Steve Phelps, NASCAR President, discusses how Nascar is trying to build audiences, and expand outside the U.S. Grant Hill, Managing Director, of USA Basketball and Co-Owner of the Atlanta Hawks, discusses the big talent who brought home the gold for women’s and men's team. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sep 4, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S JOLTS data. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discuss the latest Nvidia news. Paul Karger, Co-Founder and Managing Partner at TwinFocus, discusses his outlook for the markets. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses the Nordstrom family looking to take their namesake department store chain private. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Mackenzie Hawkins, Bloomberg News Technology Reporter, discusses Intel’s cash woes. Hosts: Paul Sweeney and John Tucker See omnystudio.com/listener for privacy information.

Sep 3, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Stefan Nicola, Bloomberg European Automotive Editor discusses the Bloomberg Big Take story: “VW Turns on Germany as China Targets Europe's Big EV Blunder.” Marvin Loh, Senior Global Macro Strategist, at State Street discusses his outlook for the markets. Katherine Doherty, Bloomberg Finance Reporter, discusses Citadel Securities and Jane Street being on track for a record revenue haul. Trina White, BNEF Sustainable Finance Analyst, discusses the role that big banks are playing in the energy transition. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Aug 30, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Skydance Media, Paramount news. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, talks about Eli Lilly selling vials of its blockbuster weight-loss drug to patients at a 50% discount to its’ shots. Gene Seroka, Executive Director of the Port of Los Angeles, discusses his forecast for cargo volumes and the shipping industry. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses U.S Retail earnings. Tai Liu, BNEF Global Oil Supply Specialist, talks about the impact of a falling rig count on oil production. Hosts: Paul Sweeney and Emily Graffeo 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.

Aug 30, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Ryan Gould, Bloomberg Deals Reporter, discusses Intel discussing various scenarios, including a split of its product-design and manufacturing businesses. Ben Emons, Chief Investment Officer & Founder at Fed Watch Advisors, discusses his outlook for the markets. Kailey Leinz, Balance of Power Co-Host, discusses the latest Bloomberg News Morning Consult Poll. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to recap Dell earnings. Robin Erickson, Vice President, Human Capital, for the Conference Board, discusses the state of America's workforce as we head into the Labor Day weekend. Hosts: Carol Massar and Tim Stenovec See omnystudio.com/listener for privacy information.

Aug 29, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Dollar General earnings. Dan Morgan, Senior Portfolio Manager at Synovus Trust, talks Nvidia earnings. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the state of U.S commercial real estate. Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Sarah Jacob, Amsterdam Bureau Reporter, discusses ASML’s China chip business facing new curbs from the Netherlands. Hosts: Paul Sweeney and Emily Graffeo See omnystudio.com/listener for privacy information.

Aug 28, 2024

In a special edition of Bloomberg Technology, host Ed Ludlow speaks with Nvidia CEO Jensen Huang to discuss the company's latest quarterly report that fell short of investor's lofty expectations. See omnystudio.com/listener for privacy information.

Aug 28, 2024

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Bloomberg Technology co-host Ed Ludlow and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani for instant reaction and analysis for Nvidia's earnings results. See omnystudio.com/listener for privacy information.

Aug 28, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses U.S mortgage rates falling again last week to the lowest level since April of 2023. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets and Nvidia. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses retail earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Hema Parmar, Bloomberg News Hedge Fund Reporter, talks about the billionaire founders of Two Sigma Investments stepping down. Hosts: Paul Sweeney and Michael Regan See omnystudio.com/listener for privacy information.

Aug 27, 2024

The US special counsel investigating former President Donald Trump files an updated indictment that removes several pages of allegations following the Supreme Court's presidential immunity ruling. For instant analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg legal reporter Erik Larson. See omnystudio.com/listener for privacy information.

Aug 27, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist, Global Indicators at the Conference Board, discusses consumer confidence data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Hindenburg Research's short position and report on Super Micro. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Eli Lilly selling its’ weight loss Zepbound drug vials at a discount. Ruben Hovhannisyan, Generalist Portfolio Manager with TCW’s Fixed Income Group, discusses fixed-income markets. Rania Sedhom, Managing Partner at Sedom Law Group, talks about the struggle of luxury brands, and how price cuts have spread beyond the luxury world. Hosts: Alix Steel and Bailey Lipschultz See omnystudio.com/listener for privacy information.

Aug 26, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Tai Liu, BNEF Global Oil Supply Specialist, on U.S oil production forecasts. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist on the price of crude surging. Brian Platt, Bloomberg News Canadian Government Reporter on Canada hitting China EVs with Tariffs. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows. And Gene Seroka, Executive Director of the Port of Los Angeles, on cargo volume/supply chain outlook moving forward Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Aug 23, 2024

On this week’s podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses a three-year study that showed that patients taking Eli Lilly ’s blockbuster weight-loss shot were 94% less likely to develop diabetes. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s and TJX earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford Motor saying it’s canceling plans for a fully electric sport utility vehicle. Brendan Murray, Bloomberg Global Trade Editor, discusses his Bloomberg Big Take story: “A $2 Trillion Reckoning Looms as Ports Become Pawns in Geopolitics.” Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, talks about Circle K operator Couche-Tard making a proposal to take over 7-Eleven owner ‘Seven & i Holdings.’ Redd Brown, Bloomberg News Earnings Reporter, discusses earnings from Estee Lauder. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Aug 23, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Tech Industry Analyst Mandeep Singh discuses Uber's pact with GM on offering autonomous vehicles. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market. Bloomberg Intelligence Senior Commodity Strategist Mike McGlone on Gold's relationship with crude oil. and Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix Steel. Producer: Sebastian Escobar See omnystudio.com/listener for privacy information.

Aug 23, 2024

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

Aug 23, 2024

Vice President Kamala Harris formally accepted the Democratic presidential nomination on Thursday, in a historic step that kicks off a three-month dash to Election Day. Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak to Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for instant reaction and analysis of Kamala Harris' address to close out the Democratic National Convention in Chicago. See omnystudio.com/listener for privacy information.

Aug 22, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses Canada’s two biggest railways shutting down after talks with union leaders failed. Michael McKee, Bloomberg International Economics and Policy Correspondent, talks Jackson Hole and previews Fed Chair Jay Powell’s speech tomorrow. Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses his outlook for the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, talks Peloton earnings and the latest in the media space. Ben Miller, CEO of Fundrise, discusses the state of commercial real estate. Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Aug 21, 2024

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses BLS jobs numbers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Emily Leveille, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy's and TJX earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Ford Motor recalibrating its electrification strategy yet again. Hosts: Paul Sweeney and Jess Menton See omnystudio.com/listener for privacy information.

Aug 20, 2024

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

Aug 19, 2024

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

Aug 16, 2024

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

Aug 16, 2024

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

Aug 15, 2024

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

Aug 14, 2024

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

Aug 13, 2024

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

Aug 12, 2024

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

Aug 9, 2024

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

Aug 9, 2024

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

Aug 8, 2024

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

Aug 7, 2024

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

Aug 6, 2024

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

Aug 5, 2024

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

Aug 5, 2024

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

Aug 2, 2024

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

Aug 2, 2024

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

Aug 1, 2024

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

Aug 1, 2024

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

Aug 1, 2024

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

Jul 31, 2024

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

Jul 31, 2024

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

Jul 31, 2024

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

Jul 31, 2024

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

Jul 31, 2024

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

Jul 30, 2024

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

Jul 30, 2024

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

Jul 29, 2024

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

Jul 26, 2024

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

Jul 26, 2024

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

Jul 25, 2024

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

Jul 24, 2024

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

Jul 23, 2024

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

Jul 22, 2024

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

Jul 21, 2024

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

Jul 19, 2024

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

Jul 19, 2024

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

Jul 18, 2024

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

Jul 17, 2024

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

Jul 16, 2024

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

Jul 15, 2024

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

Jul 14, 2024

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

Jul 12, 2024

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

Jul 12, 2024

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

Jul 11, 2024

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

Jul 10, 2024

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

Jul 8, 2024

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

Jul 5, 2024

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

Jul 3, 2024

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

Jul 2, 2024

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

Jul 1, 2024

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

Jul 1, 2024

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

Jun 28, 2024

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