Bloomberg Intelligence - podcast cover

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.

Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Instant Reaction: Microsoft, Meta Earnings Results

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...

Oct 30, 202416 min

Super Micro Auditor Resigns, Eli Lilly Cuts Outlook

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 earni...

Oct 30, 202432 min

Instant Reaction: Alphabet Beats Sales Estimates

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, 202416 min

McDonalds Sales Fall, US Tech Earnings

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...

Oct 29, 202447 min

Boeing Share Sale, VW Seeks Plant Closings

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. Sh...

Oct 28, 202449 min

BI Weekend: US Earnings, Disney’s Succession

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 earn...

Oct 25, 202438 min

US Consumer Sentiment Rises to Six Month High

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 I...

Oct 25, 202429 min

Tesla Shares Surge After Blowout Quarter

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...

Oct 24, 202445 min

Instant Reaction: Tesla Earnings Surpass Expectations

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 Gerb...

Oct 23, 202413 min

McDonalds E. Coli Outbreak, Boeing Earnings

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 P...

Oct 23, 202445 min

ASML Chief on China Chips, HSBC Restructuring, GM Earnings

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 Citize...

Oct 22, 202439 min

Boeing to Vote on New Wage Deal

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, dis...

Oct 21, 202449 min

BI Weekend: ASML Orders, US Bank Earnings

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 Intel...

Oct 18, 202438 min

CVS Ousts CEO, China Data, Netflix Earnings

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 ...

Oct 18, 202442 min

Instant Reaction: Netflix Records Another Strong Quarter

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, 20248 min

US Retail Sales, TSMC Earnings

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...

Oct 17, 202441 min

Morgan Stanley Shares Soar on Trading Surge

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 import...

Oct 16, 202457 min

ASML Guidance Cut, US Bank Earnings

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...

Oct 15, 202445 min

S&P 500 Earnings Outlook

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 discu...

Oct 14, 202451 min

Consumer Sentiment, Bank Earnings, Litigation Latest

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...

Oct 13, 202435 min

Instant Reaction: Boeing Cuts Workforce By 10%

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, 202410 min

BI Weekend: Google Breakup, 10 Companies to Watch

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, BN...

Oct 11, 202439 min

US CPI Rises, Hurricane Milton

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 C...

Oct 10, 202445 min

US Weighs Google Breakup, Hurricane Milton

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 U...

Oct 09, 202452 min

Israel Talks, China Markets

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, Mana...

Oct 08, 202445 min

Hurricane Milton Impact, Israel-Hamas War

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, P...

Oct 07, 202452 min

Introducing Bloomberg News Now

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 07, 20242 min

The ROI Rules of AI: Sirion's Legal AI (Sponsored Content)

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....

Oct 06, 202410 min

BI Weekend: DirecTV, Dish Merger, Nike Earnings

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 T...

Oct 04, 202438 min

US Hiring Tops All Estimates, Jobless Rate Falls

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 ...

Oct 04, 202440 min
Hosted on Omny Studio
For the best experience, listen in Metacast app for iOS or Android