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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

Bank Stress, Student Loans, Markets, and Carnival (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the Fed Bank Stress Tests. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss inflation in the UK and across Europe. Chris Whalen, at Whalen Global Advisors, joins to discuss Jay Powell’s comments from this week and the Banks’ Fed Stress Test and outl...

Jun 29, 20231 hr 1 min

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NASDAQ: TMC), discusses EV battery materials, deep sea mining for them, his company’s performance, and the state of commodity prices. Bloomberg Senior Technology Analyst Mandeep Singh talks about AI, chip curbs and outlook for Nvidia and others. Vince Cignarella, Macro Strategist for Bloomberg News, j...

Jun 28, 202353 min

AI, Labor, Stocks, Ford, and Commodities (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to talk about the outlook for AI and tech as well as his recent note. Michaela Grimm, Senior Economist with Allianz, joins the program to talk about recent research on ageism in the workforce, the state of labor in Europe amid inflation, and the challenges facing pension reforms and labor market policy. George Ball, Chairman at Sanders Morris Harris, joins to discuss markets and gives his stock picks. Matt Schettenhe...

Jun 27, 202354 min

Ukraine and Russia, IBM, PacWest, and VCs (Podcast)

Leonid Bershidsky, columnist with Bloomberg Opinion, discusses the latest on Russia and what this weekend’s events mean for Vladimir Putin’s grip on power and the direction of the war. Maria Tadeo, European correspondent for Bloomberg News, also joins to discuss the reaction from European leaders. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he thinks will perform well in the second half of 2023. Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to...

Jun 26, 202344 min

Rates and Real Estate, the BOE, AI, and Global Outlook (Podcast)

Marcus Ashworth, columnist with Bloomberg Opinion, joins the program to discuss the Bank of England and outlook for the UK economy. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the show in studio to discuss today’s Bit Take story on empty office buildings becoming a “debt time bomb." Matt Calkins, CEO at Appian (NASDAQ: APPN), joins to discuss his company’s performance, new A-I products and the impact of AI on tech, and outlook for the industry and artificial intelligence. Erica...

Jun 23, 202352 min

Ford's EV Credit, Bitcoin, Powell, and Equinix (Podcast)

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to discuss Ford getting $9.2 billion to catch up with China’s EV tech. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss Bitcoin’s rise, commodity outlook, the NASDAQ overbought condition, and his aluminum note. Keith Taylor, CFO at Equinix (NASDAQ: EQIX), joins the sh...

Jun 22, 202353 min

Hunter Biden, Eli Lilly, CAVA, and Geopolitics (Podcast)

Nick Akerman, former assistant Special Watergate prosecutor, discusses Hunter Biden and Donald Trump. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins the program to discuss Eli Lilly acquiring immune drug developer Dice. Matt Roe, Chief Revenue Officer at the auto lending enablement firm Open Lending, joins to discuss the auto market, car loans, and the credit crunch. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the Fed a...

Jun 20, 202356 min

NEW PODCAST: The Circuit with Emily Chang

In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them. Listen & Subscribe: Apple: apple.co/3NzkJda Spotify: spoti.fi/3Picljp Anywhere: bit.ly/3PiDrqK See omnystudio.com/listener for privacy information....

Jun 18, 202330 sec

Supply Chain Concerns, Consumer Strength and the Fed

Claudia Sahm, founder of Sahm Consulting and former Senior Economist at White House Council of Economic Advisors, joins the program to talk about the Fed and outlook for a recession. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the recent retail sales, consumer strength, and inflation. Daniella Gilboa, co-founder and CEO of AIVF, an AI healthcare company, joins to discuss healthcare tech and IVF technologies, improving IVF success rates and increasing b...

Jun 16, 202342 min

Oil, Banks, ECB, Consumers, and Ned Lamont (Podcast)

Scott Levine, Senior Energy and Industry Analyst with Bloomberg Intelligence, joins us to discuss Patterson-UTI buying NexTier, creating a shale-services giant. Fernando Valle, Senior Analyst with Bloomberg Intelligence, also joins us remotely, discussing the Netherlands closing Europe’s biggest gas field and IEA saying oil demand will slow and how it will all impact gas prices. Alison Williams, Senior Global Banks & Asset Managers Analyst, and Neil Sipes, with Bloomberg Intelligence, join i...

Jun 15, 202359 min

The Fed, ETFs, Inflation, and Obesity Drugs (Podcast)

Vince Cignarella, Macro Strategist for Bloomberg News, joins the show in studio to talk markets and inflation. Tim O’Brien, Senior Editor with Bloomberg Opinion, discusses the federal indictment and arraignment of Donald Trump. Joanna Gallegos, co-founder of BondBloxx, talks about ETF investment strategies and flows. Bloomberg cross asset reporter Katie Greifeld also joins. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non-consensus view on inflation an...

Jun 14, 20231 hr 4 min

Rates, Trump, Banks, CPI, and Consumers

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rates, and Treasuries. Wendy Schiller, Brown University professor of, joins to preview the indictment of former President Trump and its political implications. Bloomberg TV anchor Kailey Leinz also joins us from Miami. Chris Whalen, founder at Whalen Global Advisors, discusses CPI and a potential pause from the Fed, its impact on the banking industry, and shares his thoughts on AI and Nvidia. Lydia Bouss...

Jun 13, 20231 hr

Trump, NASDAQ, UK, Oil, and Activison (Podcast)

Nick Akerman, former assistant Special Watergate prosecutor, discusses the Trump Indictment. Bloomberg Washington correspondent Annmarie Hordern also joins. Aoifinn Devitt, CIO at Moneta, joins the program to discuss markets and investing. Paul Gulberg, Senior Equity Research Analyst with Bloomberg Intelligence, joins to discuss the NASDAQ-Adenza deal. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about oil traders defying Saudi Arabia, Exxon and the Dow, and OPEC+ cu...

Jun 12, 202352 min

NEW PODCAST: Bloomberg Talks

Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast. On Apple: apple.co/45Oio52 On Spotify: spoti.fi/3NdBTM7 On Stitcher: bit.ly/45MmtGW Anywhere: bit.ly/3oODwaO See omnystudio.com/listener for privacy information....

Jun 10, 202345 sec

Trump, Credit Crunch, Media

Bloomberg's June Grasso and Annmarie Hordern break down the latest in the indictment of former President Donald Trump. Plus, Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins us to talk about the bond market and what it tells us about a potential recession and investing in 2023 See omnystudio.com/listener for privacy information.

Jun 09, 202339 min

Private Credit, The Circuit, Jobless Claims, and Ukraine (Podcast)

Raj Dhanda, Partner and Global Head of Wealth Management at Ares Wealth Management, joins the program to give his market outlook and discusses eco risks in the US, as well as Ares’ new private credit fund launched in April. Brian Egger, Senior Gaming & Lodging Analyst with Bloomberg Intelligence, joins to discuss his mid-year outlook for lodging and other travel and cruise stocks. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role...

Jun 08, 20231 hr 1 min

Bloomberg Invest 2023 (Podcast)

Kristin Olson, Partner, Alternative Capital Markets at Goldman Sachs, joins to discuss investing strategies and gives her outlook for alternative markets as well as her panel at Bloomberg HQ this morning on “Positioning for a Recession.” Ann Miletti, AllSpring’s Head of Active Equity, joins to talk about markets and investing strategies on-site at Bloomberg HQ at our Invest conference. Coinbase CEO Brian Armstrong joins Bloomberg’s Sonali Basak to discuss the SEC lawsuit against the company. Lia...

Jun 07, 20231 hr 2 min

INSITE 2023 Day 2 (Podcast)

Ben Harrison, Head of Wealth Solutions at BNY Mellon, joins to discuss business strategies, the panel he’s moderating, and Registered Investment Advisors (RIAs) going independent. Robin Vince, CEO at BNY Mellon, joins to talk about BNY Mellon and new technologies. Jim Crowley, Chief Executive Officer and Chair of the Executive Committee for Pershing , and Emily Schlosser, COO for Pershing, join the program to discuss their INSITE panel they hosted yesterday and latest tech developments from Pers...

Jun 07, 202336 min

Interviews from INSITE (Podcast)

Noam Tasch, Head of Partnerships and Revenue at Pershing X, joins to discuss the Pershing X platform and talks about some of the new partnerships for the PX platform, some of which will be announced at INSITE. He joins us from the INISTE Conference in Orlando. Tonia Bottoms, Managing Director and Senior Managing Counsel for BNY Mellon; Diversity & Inclusion (D&I) Advocate for Pershing, joins to discuss diversity and inclusion in financial services, steps to improve it, and outlook for th...

Jun 06, 202339 min

Treasuries, Apple, LIV Golf, and Bank Buybacks (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasuries and the Fed. Anurag Rana and Mandeep Singh, Senior Tech Analysts with Bloomberg Intelligence, joins to discuss Apple’s new headset and outlook for the technology. DC Reporter Justin Sink discusses Secretary State Anthony Blinken traveling to China in the coming weeks. Bloomberg TV anchor and Business of Sports host Scarlet Fu joins to discuss the latest on the PGA and LIV Golf, along with markets repor...

Jun 06, 202336 min

Credit Crunch, ETFs, Oil, and Apple

Lisa Knee, Managing Partner of Real Estate at EisnerAmper, joins to talk about mortgage interest rates, outlook for the real estate sector, and a potential real estate credit crunch. Cam Crise and Vince Cignarella, Macro Strategists with Bloomberg News, join to discuss markets and the Fed. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk about the outlook for ETFs and investing in 2023. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss the O...

Jun 05, 20231 hr 1 min

US Labor Market Sends Mixed Signals

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market. Ben Emons, head of Fixed Income at NewEdge Wealth, discusses jobs day, markets, and the economy. Cara Brennan, Chief People Officer at Lattice, discusses hiring and how AI is beginning to play a role. Kristin Ceva, Managing Principal at Payden & Rygel, joins to discuss the latest on emerging markets. Hosted by Kriti Gupta, Simone ...

Jun 02, 202341 min

Debt Limit Latest, Gen Z Financial Independence

Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June rate hike. Brendan Ahern, CIO at KraneShares, discusses the markets and gives his stock picks. David Dietze, Senior Investment Strategist at Peapack Private Wealth Management, joins the show to discuss the equity market. Christina Roman, Consumer Education and Advocacy Manager at Experian, joins to ...

Jun 01, 202335 min

Debt-Ceiling Drama and Adobe's AI Push

Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy Krosby, Chief Global Strategist for LPL Financial, joins the program to talk about markets, outlook for the economy, and the upcoming June FOMC meeting. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Hosts: Paul Sweeney and Madison Mills See omnystudio.co...

May 31, 202332 min

BONUS EPISODE: Jamie Dimon Exclusive Interview

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive interview with the JPMorgan CEO. Here is his interview with Bloomberg's Stephen Engle. See omnystudio.com/listener for privacy information.

May 31, 202319 min

The Month in Retail, China's Rare Earth Metal Export Ban

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Advisors, talks investing strategies and gives his outlook on the markets. Luisa Moreno, President of Defense Metal Corp., discusses the significance of China banning rare earth exports and how it affects production around the globe. Randall Atkins, founder and CEO at Ramaco Resources (NASDAQ: METC), ...

May 30, 202343 min

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joins the discussion. Phillip Colmar, Managing Partner and Global Strategist at MRB Partners, joins the program to talk about investments he likes and outlook for the markets. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins to discuss her Big Take story and the debt ceiling...

May 26, 202344 min

Nvidia, Ukraine, Retail, and AI (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial intelligence and Microsoft’s initial A-I push. Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins the show to break down Fed Minutes and the debt ceiling risks. Maria Tadeo, European correspondent for Bloomberg TV, discusses Germany entering a recession and her interview with a t...

May 25, 20231 hr 8 min

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of the Swiss Franc. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, also discusses the debt ceiling. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Brendan Case, Bloomberg News retail reporter, join to discuss the slew of recent retail news and Petco earn...

May 24, 202355 min

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins to discuss the default scenarios in play should the US not reach a debt deal. Cam Crise, Macro Strategist with Bloomberg News, also joins to discuss how traders are weighing default risks. Mike Parra, CEO: Americas at DHL Express, joins Bloomberg News exclusively to discuss his industry and the sup...

May 24, 20231 hr 3 min
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