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Bloomberg Intelligence

Bloombergwww.bloomberg.com

Listen for investment news and in-depth company research.

Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

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Episodes

UAW, ABC, Signet, and Marijuana Investing (Podcast)

Bloomberg TV anchor David Westin interviews GM CEO Mary Barra on the UAW strike. Liam Denning, columnist with Bloomberg Opinion, discusses his column on the UAW strike, how the EV evolution plays a critical role, and the fate of the Big 3 automakers and its workers. Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss a potential ABC Network acquisition, outlook for Disney, and the latest on WGA. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Manageme...

Sep 15, 20231 hr 2 min

UAW, ECB, Arm, and Casino Cyberattacks (Podcast)

David Welch, Detroit Bureau Chief for Bloomberg News, and Jordan Fabian, White House reporter for Bloomberg News, discuss the latest on the UAW potential strike and its political and economic implications. Richard Portes, professor at London Business School, joins to break down the ECB decision, outlook for next week’s BOE decision and Euro economy, and can dig into bank health after the bank collapses from earlier this year. Christine Mastandrea, COO at Whitestone REIT (NYSE: WSR), joins to dis...

Sep 14, 202355 min

Citi, Moderna, Arm, and AI

Alison Williams, Senior Analyst with Bloomberg Intelligence, and Sonali Basak, Global Corporate Finance reporter with Bloomberg News, discuss the Citi restructuring. Stephane Bancel, CEO of Moderna (NASDAQ: MRNA), joins us in studio to discusses Moderna’s R&D Day in NYC, a new flu shot from Moderna, and getting FDA approval for a new COVID jab amid an uptick in cases this summer. Ankur Crawford, Executive VP and Portfolio Manager at Alger, joins to talk markets and CPI. Bailey Lipschultz, re...

Sep 13, 202351 min

UAW, ECB, DHL, and Tor Hagen

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on the UAW possible strike. Monica Defend, head of Amundi Institute, the largest asset manager in Europe, joins to discuss stagflation in Europe and outlook for Euro and global economies. Richard Bourke, with Bloomberg Intelligence, joins to discuss how a potential autoworker strike in Detroit can take its toll on the steel industry. Mike Parra, CEO of DHL Express Americas, joins to discuss his compa...

Sep 12, 202353 min

Instacart, Volkswagen, Hostess, and Ad Tech

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the Instacart IPO. Rick Caruso, Chairman and founder at Caruso Affiliated Holdings, joins to talk about commercial real estate and outlook for the market and rates. Monica Raymunt, autos industry disruption reporter with Bloomberg News, joins to discuss today’s Big Take story, titled “Germany Frets Volkswagen is Heading Down the Road to Nowhere." Jessica Rabe, founder of DataTrek Research, joins to talk her comparis...

Sep 11, 20231 hr 2 min

Apple, Infrastructure, and Amer Sports IPO

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple’s upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to talk about single stock ETFs and other investments. Bloomberg Intelligence Analysts Jennifer Rie and Jen Bartashus talk about Kroger and Albertsons. Callie Cox, US Investment Analyst for eToro, discusses markets, investing news, and outlook for the economy. Catherine Lim, Senior Analyst: Consumer &am...

Sep 08, 202359 min

Watch THE TAPE on YouTube

THE TAPE is now LIVE on YouTube . Watch Matt, Paul and the rest of the Bloomberg team LIVE every weekday from 10am-1pm ET. STREAM US LIVE HERE: bit.ly/45d19JI. See omnystudio.com/listener for privacy information.

Sep 08, 202357 sec

Apple, FTX, Ford Mach-E, and Markets

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss China seeking to extend its ban on Apple iPhones. Ava Benny-Morrison, legal reporter with Bloomberg News joins to discuss former FTX executive Ryan Salame planning to plead guilty to criminal charges. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his latest column on markets and investing. Michael Sego, Mach-E Rally Marketing Manager, joins to discuss Ford’s EV init...

Sep 07, 202342 min

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics at London Business School, joins to discuss the ECB, outlook for eurozone inflation, and Germany’s economic slump and the return of the “sick man of Europe.” Steve Brown, Senior VP and Senior Portfolio Manager, Global Real Estate at American Century Investments, joins to talk about REITs. Bloomberg...

Sep 06, 202349 min

Oil, EVs, Arm IPO, and a Government Shutdown (Podcast)

Nathan Dean, Senior Analyst: US Government with Bloomberg Intelligence, joins to discuss hits notes on a potential government shutdown, marijuana legislation, and any updates on crypto legislation and the SALT tax. Eddie van der Walt, Markets Live Editor with Bloomberg News, joins to talk about the slowing services sector in China, Country Garden and property sector concerns, and inflation outlook in the euro zone and what it could mean for next week’s ECB decision. Bailey Lipschultz, markets re...

Sep 05, 202353 min

Jobs Day, FTC, and Global Markets (Podcast)

Michael McKee, international economics and policy correspondent with Bloomberg News, and Alyce Andres, US interest rates and FX reporter with Bloomberg News, join to break down the jobs numbers and slew of economic data from this week, and what it all means for the Fed. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to talk about how markets are responding to the latest jobs report and outlook for investors. Julia Pollak, Chief US Economist at ZipRecruiter, joins to talk about the Augu...

Sep 01, 202349 min

Commodities, Bitcoin ETFs, and the Messi Effect (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, discusses the US losing the corn export battle and his call on gold. Greg Taylor, CIO at Purpose Investments, joins to talk about ETF flows and spot based Bitcoin ETFs. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on Tesla. Mark Douglas, CEO at MNTN, joins to discuss streaming wars, outlook for the ad and streaming industries, and the Messi Effect. Barry Ritholtz, Founder of Rit...

Aug 31, 202351 min

GDP, Housing, Grayscale CEO, and VR Headsets (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to talk about second quarter GDP and other eco data and news. Odeta Kushi, Deputy Chief Economist at First American, discusses MBA Mortgage applications, new home sales, and the housing market. Grayscale CEO Michael Sonnenshein joins Bloomberg TV to discuss a US court ruling in its favor and against the SEC. James Seyffart, ETF Research Analyst with Bloomberg Intelligence, joins to debrief the Grayscale CEO interv...

Aug 30, 202354 min

Drug Prices, FDIC Rules, VinFast, and CoreLogic (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiations. Elliott Stein, Bloomberg Intelligence Senior Litigation Analyst, and Matt Sigel, Head of Digital Asset Research at VanEck, discuss the US court ruling against the SEC in the Grayscale ruling. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Nathan Dean, Senior Policy An...

Aug 29, 202351 min

Commodities, Instacart, 3M, and Hawaiian Electric (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss commodities, gold, and outlook for the economy. Brianne Lynch, Head of Market Insight at EquityZen, joins the program to discuss the Instacart IPO, the general IPO space, and outlook for IPOs in 2023. Brooke Sutherland, industrials columnist for Bloomberg Opinion, joins to discuss the latest legal troubles for 3M. Matt Winkler, editor-in-chief emeritus with Bloomberg News, joins to discuss his column on LA big bu...

Aug 28, 202350 min

Breaking Down Jackson Hole and Jay Powell (Podcast)

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for an extended roundtable on Jackson Hole and some of her recent economic commentary. RJ Gallo, Senior Portfolio Manager at Federated Hermes, joins to talk about the bond market’s recent moves and response to Fed rate hikes as Jay Powell speaks at Jackson Hole. Katerina Simonetti, Senior VP at Morgan St...

Aug 25, 202329 min

GOP Debate, Nvidia, Russia, and Subway (Podcast)

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of Yevgeny Prigozhin. Bloomberg TV’s Joe Mathieu and Annmarie Hordern interview GOP presidential candidate Nikki Haley. Kunjan Sobhani, Lead Semiconductor Analyst with Bloomberg Intelligence, joins to break down Nvidia earnings. George Ferguson, with Bloomberg Intelligence, joins to discuss the Boeing ...

Aug 25, 20231 hr 6 min

SEC, Mortgage Rates, Space, and CRE (Podcast)

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, mortgage rates, and housing affordability. Katherine Doherty, finance reporter with Bloomberg News, joins to discuss her story on the Bank of America trading desks grabbing market share. Loren Grush, Space Reporter with Bloomberg News, discusses India’s successful moon landing, Russia’s failed missi...

Aug 23, 202347 min

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about her company and outlook for the industry. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation and outlook for Jackson Hole and the Fed. Herman Chan, Senior Regional Banks Analyst with Bloomberg News, joins to discuss the S&P Glob...

Aug 22, 202355 min

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Stre...

Aug 21, 20231 hr 4 min

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down Deere earnings and gives us an update on US Steel. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to talk about the tech space, specifically as it comes to tech companies and smaller dividends they hand out. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to disc...

Aug 18, 202357 min

China, Insurance and Hawaii, Walmart, and Banking

Carl Riccadonna, Chief US Economist at BNP Paribas, joins to discuss the economy and how a China cold could affect the US. Regina Schleiger, director of Central Bank Policy Research at SGH Macro Advisors, joins to discuss the Bank of Japan. Juan Andrade, CEO of Everest (NYSE: EG), joins the program to talk insurance and industry trends, as well as Hawaii wildfires. Hessam Nadji, CEO of Marcus & Millichap (NYSE: MMI), joins to talk about commercial real estate and mortgage rates. Jen Bartashu...

Aug 17, 20231 hr 3 min

San Francisco on the Rebound?

Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins to discuss his Opinion column on San Francisco. Hosted by Paul Sweeney and Simone Foxman. See omnystudio.com/listener for privacy information.

Aug 17, 20239 min

Target, Preferred Stocks, Trump, and Mortgage Rates

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, and Bloomberg News reporter Simone Foxman join to talk about Target and TJ Maxx earnings. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to discuss the Fed, pressures in China, and outlook for the economy. Nathan Dean, Senior Policy Analyst of US and Latin American with Bloomberg Intelligence, joins to discuss President Biden’s attempts to curb China investments and other DC headlines. Doug Baker, portf...

Aug 16, 202351 min

Trump, Home Depot, Retail Sales, and Maui (Podcast)

Michael Zeldin, former federal prosecutor with the Department of Justice, and Kailey Leinz, Bloomberg TV and Radio host, join to talk about the fourth indictment of Donald Trump. Drew Reading, Senior Home Builders Analyst with Bloomberg Intelligence, joins to break down Home Depot earnings. Amol Dhargalkar, global head of corporates at Chatham Financial, joins to discuss US real yields reaching a 14-year high and also talks about global economies amid a China slowdown and tightened conditions in...

Aug 15, 20231 hr

BREAKING NEWS: Trump Indicted Again

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges. For more podcasts like this, and the news you need to start your day, subscribe to the Bloomberg Daybreak Podcast: Apple: http://bit.ly/3DWYoAN Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 See omnystudio.com/listener for privacy information....

Aug 15, 20239 min

China, US Steel, Bitcoin, and Tekion (Podcast)

Richard Bourke, Senior Analyst of Basic Materials with Bloomberg Intelligence, joins us to discuss US Steel reviewing strategic options after rejecting a takeover offer. Dan Ives, Senior Equity Analyst at WedBush Securities, joins us from Crete to round up the tech stocks post-earnings and give outlook for the coming quarters. Manuela Tobias, Economy and Government reporter with Bloomberg News, discusses the market moves in Argentina after the surprise election result. Tom Orlik, Chief Economist...

Aug 14, 20231 hr 3 min

Instant Reaction: Hunter Biden Probe to Be Assigned to Special Counsel

Bloomberg's Matt Miller and Simone Foxman discuss Attorney General Merrick Garland appointing a special counsel to oversee the ongoing criminal investigation into President Joe Biden’s son over his taxes, a major development after a controversial plea deal reached by Hunter Biden fell apart in court last month. They speak with Bloomberg Law host June Grasso, Bloomberg News political reporter Ryan Teague Beckwith and former Watergate prosecutor Nick Ackerman. See omnystudio.com/listener for priva...

Aug 11, 202320 min

Markets, Chevrolet, and Hunter Biden (Podcast)

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various economic headwinds. George Royeca, CEO of Angkas, discusses his company being the “Uber of motorcycles” in the Philippines and outlook for consumers in Asia and globally. Bloomberg News Detroit Bureau Chief David Welch joins to discuss Matt Miller driving the 2023 Chevrolet Colorado Z71 crew cab....

Aug 11, 202353 min

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to discuss Tapestry buying Capri. Lydia Boussour, EY Parthenon Senior Economist, joins to discuss CPI and outlook for inflation in the US as well as rate hikes. Aadil Zaman, Partner at Wall Street Alliance Group, joins to discuss investing and gives his market outlook. Hannah Elliott, Staff Writer for ...

Aug 10, 20231 hr 5 min
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