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

New Business Starts Are Up Well Over 20%: Paychex CEO

Marty Mucci, President and CEO of Paychex, discusses their small business employment report. Ramesh Ponnuru, Senior Editor for National Review, discusses the Jan 6th insurrection and his column: “Capitol Riot Was Trumpism's Essence on Display.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses a Democrat Senate and tax reform. Hos...

Jan 08, 202128 min

Trump Losing His Twitter Megaphone Would Be A Big Blow: SocialFlow CEO

Jim Anderson, CEO of SocialFlow, on Twitter and Facebook suspending the President’s social media accounts. Dennis Woodside, President of Impossible Foods, on cutting prices 15% to compete with beef. Jordan Strauss, Managing Director at Kroll, and Former Director of Preparedness and Response, National Security Division, U.S. DOJ, discusses the security issues surrounding the violent insurrection in Washington DC. Sarah Ponczek, Bloomberg cross-asset reporter, on climbing yields and markets brushi...

Jan 07, 202126 min

Eaton Vance Head of Fixed Income: Keyed on Cyclical Rotation Trade

Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hos...

Jan 06, 202135 min

SkyBridge's Scaramucci On Why He Launched A Bitcoin Fund

Anthony Scaramucci, Founder of SkyBridge Capital and former White House communications director, discusses SkyBridge’s new bitcoin fund and how this will open up the gates for greater access. IMAX CEO Richard Gelfond discusses the outlook for films and movie theaters. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on how markets are looking at the Georgia Senate runoff race. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on the new era of m...

Jan 05, 202127 min

Senate Runoffs Threaten Bullish Market: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on three things to watch in 2021. Timothy O’Brien, Bloomberg Opinion senior columnist, discusses his column: “Trump Phone Call Is What Coup Fever Looks Like.” Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on another wild ride for bitcoin and why OPEC is fighting a losing battle. Michelle Cortez, Senior Health, Science and Medical Technology Reporter for Bloomberg, on what sc...

Jan 04, 202130 min

The Cruise Ship Suicides Began After The Passengers Left

Austin Carr, Bloomberg technology reporter, discusses his column: “The Cruise Ship Suicides Began After the Last Passengers Left.” Darrin Williams, CEO of Southern Bancorp, on why they are "first responders" to underserved communities. Michael Rea, Founder and CEO of RX Savings Solutions, on the vaccine rollout, and the outlook for cuts to drug pricing under Biden. Elise Young, Bloomberg reporter, discusses how restaurants are bracing for a New Year’s Eve without much celebration. Hosted by Caro...

Dec 31, 202025 min

How XpresSpa Converted Airport Spas Into Test Centers: CEO Satzman

Doug Satzman, CEO of XpresSpa Group, on how the largest airport spa company in the world pivoted into covid and medical testing centers. Irv Goldman, CEO of wine auction house Acker, on launching Acker Wine Markets, a data-driven wine investing platform providing market analytics. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses stressors in fixed income markets. Michael Montagano, CEO at Kitchen United, on the “ghost kitchen” business model that offers ...

Dec 30, 202026 min

Wall Street Tempers Bonus Expectations In Pandemic Year

Lananh Nguyen, Bloomberg finance reporter, on Wall Street tempering bonus expectations in year of the pandemic. Luisa Bianco, Professor of Public Policy at Pepperdine University, discusses her column, “The 'She-cession' Is Very Real for Minority Women.” Steve Grobman, Senior Vice President and Chief Technology Officer at McAfee, on the "Cyber Pearl Harbor" SolarWinds hack into the U.S. government. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors are flocki...

Dec 29, 202025 min

The Good, The Bad, And The Ugly of SPACs: LUMA's Kawaja

Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on their new SPAC LUMAscape which maps over 250 SPACs by sector and status. Claudia Sahm, Founder of Stay-At-Home Macro and former Federal Reserve economist, discusses her column: “Forgiving Student Loans Is Not a Lasting Solution.” Scott Torrey, CEO of PayScale, on compensation in 2021 and their recent report on the hottest jobs and top paid skills of 2020. Heather Perlberg, Bloomberg private equity reporter, discusses her Blo...

Dec 28, 202026 min

Pop the Champagne Corks. 2020 Is Finally Ending.

“Champagne” Blaine Ashley, Founder of New York Champagne Week and The FIZZ is Female platform, will discuss the best champagnes to exit 2020 and ring in the holidays. Alan Zafran, Founding Partner and Co–CEO at IEQ Capital, on why 2021 will be a good-but-not-great year for stocks. Forbes Global Properties Co-Founders Bonnie Stone Sellers and Jeff Hyland discuss the outlook for global luxury real estate. Jeanne Zaino, Bloomberg Opinion contributor and Professor of Political Science at Iona Colleg...

Dec 24, 202039 min

Brexit Negotiators Reach Outline of Historic Trade Deal

Maria Tadeo, Europe reporter for Bloomberg Television, discusses U.K. and European Union negotiators finally reaching the outline of a post-Brexit trade agreement. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Why Airlines Outrank Restaurants in Relief Money." Ben Emons, Managing Director, Global Macro Strategy at Medley Global Advisors, on the stimulus package and his current strategic outlook. Yelena Shulyatyeva, Senior Economist for Bloomberg Economics, on jobless claims and...

Dec 23, 202032 min

Apple Should Partner With Tesla On EVs: Wedbush's Ives

Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Apple's electric car venture. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, on why financials are the #1 investment pick. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the "Laidlaw 5" forecasts for 2021. Sam Fazeli Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, discusses his column: “How Worrisome Is This U.K....

Dec 22, 202028 min

Hackers May Be Deeply Embedded In DoD: Former CIA Ops Chief

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the gravity of the massive cyber hack. Craig Garthwaite, Director of the Program on Healthcare at Northwestern University’s Kellogg School of Management, discusses why the U.S. should buy every dose of vaccine it can right now. Brian Chappatta, Bloomberg Opinion debt columnist, discusss his column: “Jamie Dimon Gets His $30 Billion Buyback Wish.” Arron Kallenberg, CEO of Wild...

Dec 21, 202029 min

Get Ready For Pay Cuts, As Work-From-Home Endures

Noah Buhayar, Bloomberg real estate reporter, discusses his Bloomberg Businessweek cover story: “The Work-From-Home Boom Is Here to Stay. Get Ready for Pay Cuts.” Dana Peterson, Chief Economist for the Conference Board, on the November Leading Index, and the "she-cession." Kartikay Mehrotra, Bloomberg Cybersecurity reporter, on the severity of the Russia hack into US government agencies. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surround...

Dec 18, 202027 min

Bankruptcy Is The Solution to Student Loan Crisis: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Bankruptcy Is the Solution to Student Loan Crisis." Lindsey Piegza, Chief Economist at Stifel, on Congress failing on stimulus, and her economic outlook. Charlie Young, CEO of Synergy HomeCare, on the booming home health business and protecting the elderly. Molly Smith, Bloomberg corporate finance reporter, discusses her story: "Up Against Wall Street Bond Giants, Minority Firms Want More." Hosted by Paul Sweeney and Vonnie Quinn. S...

Dec 17, 202026 min

How We're Getting The Vaccine To Our Patients: Heal's Dua

Dr. Renee Dua, Chief Medical Officer of Heal, discusses the best practices for vaccine distribution. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, previews the FOMC meeting and discusses stimulus. Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on consumer health, the shift to digital banking, and consumer lending. Alex Webb, European Technology and Media Columnist for Bloomberg Opi...

Dec 16, 202029 min

Post-Vaccine World Will Embrace Globalization: Joel Hyatt

Joel Hyatt, Trustee Emeritus at the Brookings Institution and co-founder, Chairman and Chief Executive Officer of Globality, Inc., discusses his economic predictions for a post-vaccine world. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on why the vaccine rollout won't stop the impending death toll. Dave Hunt, President of Hunt Auctions, discusses the upcoming Christie's and Hunt auction of baseball memorabilia, including a 19...

Dec 15, 202027 min

Bonus: Game Changers, Part 4

As the earth is facing an increasingly consequential climate crisis, thinkers around the world are racing to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than we might have though. In this four part mini series we've been meeting the visionary minds attempting to sculpt the future of sustainable energy and save our global resources. In this fourth and final episode: A Green New Deal. See omnystudio.com/listener for privacy ...

Dec 15, 202012 min

Value Investors Must Adapt or Face Failure: Bruce Greenwald

Bruce Greenwald, Professor Emeritus at Columbia Business School and Senior Advisor at First Eagle Investment Management, discusses his new book: "Value Investing: From Graham to Buffett and Beyond." Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, on the massive hack into U.S. Treasury and other US agencies. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets and his macro...

Dec 14, 202031 min

3 Million Vaccine Doses Ready To Go Out Next Week: JHU's Sauer

Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses IPO pricing and investing fails. Lucas Shaw, Bloomberg Entertainment reporter in Los Angeles, on Bob Dylan selling his entire catalog to Universal Music, and the fueled demand for publishing rights. Patrick Clar...

Dec 11, 202027 min

Mark Zuckerberg Always Knew What He Was Doing: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Facebook Has Only Itself to Blame for Drastic Remedy." Mandeep Singh, Senior Technology Analyst for Bloomberg Intelligence, discusses Airbnb's valuation and company outlook. Chris Whalen, Chairman of Whalen Global Advisors, on the outlook for Fannie Mae and Freddie Mac. Xavier Unkovic, CEO of Amy’s Kitchen, on how the organic packaged food company has fared during the pandemic. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney o...

Dec 10, 202028 min

DoorDash Frenzy Shows Big Need For Retail Access to Pre-IPO Shares

Brianne Lynch, Head of Business Development & Partnerships at EquityZen, on the Airbnb and Doordash IPOs, and trading pre-IPO shares before they go public. Jim Vogel, Interest Rate Strategist for FHN Financial, on which part of the yield curve holds the most value. John Lynch, Chief Investment Officer at Comerica Asset Management, on their 2021 market outlook. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, on why he's bullish on FedEx and UPS. Hoste...

Dec 09, 202027 min

'Astonishing' Astra Vaccine Reduces Asymptomatic Cases

Michelle Cortez, Health, Science and Medical Technology Reporter for Bloomberg, on AstraZeneca and Oxford's 'remarkable' covid-19 vaccine results. Dan Ives, Managing Director, Equity Research at Wedbush Securities, on Tesla raising as much as $5 billion of common stock in its third offering this year. CoinShares Chairman Danny Masters discusses the robust investment landscape for bitcoin and cryptocurrency. Professor Mitchell Moss, Director of the NYU Rudin Center for Transportation, discusses n...

Dec 08, 202033 min

Bill Dudley: Why Markets Should Worry About Inflation

Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses his column: "Five Reasons to Worry About Faster U.S. Inflation." Mike Parra, CEO of DHL Express Americas, discusses the explosion of e-commerce and why globalization is far from dead. Therese Raphael, Bloomberg Opinion editor, on the potential collapse of Brexit talks. Wolfgang Koester, Senior Strategy Officer at Kyriba, on the weakening US dollar, and Airbnb's...

Dec 07, 202028 min

U.S. Heading Towards A Second Contraction: BE's Riccadonna

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the November jobs report and outlook for the economy. Christy Hill, Head of Americas Asset Management and Global Head of ESG, PGIM Real estate, on how climate change – and now COVID-19 – are emerging as the predominant risks on the horizon for real estate managers. Tara Lachapelle, Bloomberg Opinion media columnist, will discuss Warner Bros. putting all of its 2021 films on HBO Max at the same time they hit theaters. Justin Levitt...

Dec 04, 202032 min

Covid Triggering Incredible Opportunities In Fallen Angels: Mellon

Paul Benson, Head of Fixed Income Efficient Beta at Mellon, a BNY Mellon Investment Management firm, discusses his outlook for the fallen angels’ universe. Victoria Espinel, CEO of BSA | The Software Alliance and former U.S. IP Enforcement Coordinator in the Obama Administration, to discuss what we can expect from President-elect Joe Biden on tech policy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Ryanair and Boeing announcing deal to buy 737...

Dec 03, 202030 min

How The Ultra-Rich Are Investing After Biden Win: Tiger 21

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra wealthy are investing under a Biden presidency. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research for Bloomberg Intelligence, on the U.K. becoming the first Western country to clear Pfizer-BioNTech's vaccine shot. Craig Johnson, President of Customer Growth Partners, with his 19th annual holiday retail forecast. Frank Bowman, former federal prosecutor and Professor at University of Missouri Law School, discusses the limits...

Dec 02, 202028 min

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG

BLOOMBERG MARKETS SPECIAL ON ESG INVESTING: Eugenia Jackson, Head of environmental, social & governance (ESG) research at PGIM Fixed Income, on the growth of ESG investing. Katherine Neiss, PhD, Chief European Economist for PGIM Fixed Income, on Europe's economic outlook. Andrew Dyson, Chairman and CEO of QMA, discusses how the outcome of the US election could have implications for ESG investing. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Mary Barra Needs...

Dec 01, 202030 min

Record-Breaking Black Friday Sales, Despite Pandemic

John Copeland, VP of Marketing and Customer Insights at Adobe, on record-breaking Black and Cyber Monday sales. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on how OPEC is trying to sustain oil market gains. Matt Maley, Chief Market Strategist at Miller Tabak + Co., and Founder of The Maley Report, with technical analysis of equity markets. Chris Hughes, Bloomberg Opinion deals columnist, discusses the S&P-IHS Markit deal and his column: "S&P Puts ...

Nov 30, 202027 min

Shopping, Solving Teacher Shortages, Wine Investing

James Fallon, Editorial Director at Women's Wear Daily discusses Black Friday, and what to expect in holiday retail and consumer spending. Elevate K-12 CEO Shaily Baranwal discusses how she has figured out the solution to the teacher shortage as the "Peloton of education, and Anthony Zhang, cofounder and CEO of Vinovest, a company that is democratizing access to fine wine investing. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information....

Nov 27, 202030 min
Hosted on Omny Studio
For the best experience, listen in Metacast app for iOS or Android