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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

GDP, UAW, Morgan Stanley, and UPS

Vince Cignarella, macro strategist with Bloomberg News, joins to discuss markets and eco outlook post 3Q GDP . Keith Naughton, reporter with Bloomberg News in Detroit, joins to discuss the latest on the UAW Strike . Bloomberg's Sonali Basak interviews Morgan Stanley CEO James Gorman and CEO-to-be Ted Pick . Jen Flitton, Head of US Government Affairs at Invesco, joins to discuss the latest on Mike Johnson being elected House Speaker and a potential government shutdown. Lee Klaskow, Senior Transpo...

Oct 26, 202357 min

UAW, Tech Earnings, Regional Banks, and Bonds

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and outlook for auto makers. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to discuss the latest tech earnings and his recommendations for stocks. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins to discuss regional bank stocks recent negativity and weariness in the months ahead as the Fed signals higher for longer. Bryan Whalen, co-CIO and Generalist...

Oct 25, 202346 min

General Motors, Big Tech, GE, and Spotify

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to talk General Motors earnings and the latest developments in the UAW strike. Liz Young, Head of Investment Strategy at SoFi, joins to discuss the bond market and outlook for rates and the Fed. Sonu Chawla, partner and portfolio manager at TimesSquare Capital Management, joins to talk tech trends ahead of today’s Microsoft and Alphabet earnings. Brad Dillman, Chief Economist at RPM Living, joins to discuss the latest housing f...

Oct 24, 202352 min

Israel, Oil Merger, Airlines, and Drug Development

Ambassador Alon Pinkas, former Israel General Consel in New York, former Chief of Staff to two foreign minister, and former advisor on US affairs to former Israeli Prime Minister Ehud Barak, joins to discuss the latest on the Israel-Hamas war . Bloomberg’s Alix Steel and Guy Johnson interview Chevron CEO Mike Wirth and Hess CEO John Hess on their merger . RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, joins to discuss the bond rout and outlook for the bond market. Elizabet...

Oct 23, 202355 min

Israel Conflict, Jay Powell on Polixy, AmEx Earnings, and Indian Motorcycles

Micheline Ishay, professor at Josef Korbel School of International Studies at University of Denver, joins to discuss the war in Israel , American diplomacy, and regional political discourse and pressure points. Steven Wieting, Chief Investment Strategist at Citi Global Wealth, joins to discuss the market reaction to Jay Powell yesterday and outlook for the economy. Ben Elliott, Equity Research Analyst: Consumer Financials with Bloomberg Intelligence, joins to discuss American Express earnings . ...

Oct 20, 202348 min

Israel, Biden-Trump, Tesla, and Netflix

Hilary Kalisman, professor at University of Colorado-Boulder, joins to offer her perspective and studies on the Israel-Hamas war, its geopolitical implications, and global diplomatic efforts. Gregory Korte, White House and Political Correspondent with Bloomberg News, discusses the Bloomberg News-Morning Consult poll showing President Biden trailing President Trump in key battleground states. Mike Green, Portfolio Manager and Chief Strategist at Simplify Asset Management, joins to discuss markets...

Oct 19, 202345 min

Israel and Gaza, Choice Hotels, and Bank Earnings

Galit Altstein, Israel economy and government reporter for Bloomberg News, joins to discuss President Biden’s speech in Israel. Chris Whalen, Chairman at Whalen Global Advisors, joins to wrap bank earnings and Fed speak and offers his outlook for the banks, US consumers, and US economy. Pat Pacious, CEO at Choice Hotels (NYSE: CHH), joins to discuss growth for his company a day after their bid for Wyndham was rejected. Amit Kumar, CIO at Param Hansa Values, joins to offer single stock analysis a...

Oct 18, 202354 min

Banks, Israel, Retail, and Choice Hotels

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise Financial, joins to discuss markets and outlook for the economy amid geopolitical uncertainty. Henry Meyer, reporter for Bloomberg News based in Tel Aviv, joins to discuss President Biden’s trip to Israel, US Secretary of State Antony Blinken’s diplomatic efforts, and a potential for a broader confli...

Oct 17, 202355 min

Israel, the Fed, IPOs, and Fintech

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discusses American diplomacy. Ed Ludlow, host of Bloomberg Technology, joins to talk about slowing Apple iPhone sales in China. Michael Weisz, CEO and president at Yieldstreet, discusses market response to geopolitical uncertainty and his outlook for the year. Bobby Ghosh, editor with Bloomberg Opinion, ...

Oct 16, 202351 min

Markets, Banks, and M&A

Matthew Jessup CEO and Managing Partner with Jessup Wealth Management, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Brad McMillan, CIO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down big bank earnings. Jared Dillian, investment strategist at Mauld...

Oct 13, 202353 min

CPI, Financial Advising, and DC Latest

Trap Kloman, President and COO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss the Commonwealth Conference in Denver and other investing topics. Vance Barse, Wealth Strategist and Founder at Your Dedicated Fiduciary, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Wendy Schiller, at Brown University, joins to discuss the latest on the vacant House Speaker and the Biden admin’s respon...

Oct 12, 202355 min

Israel, Exxon, and House Speaker

Khaled Elgindy, Senior Fellow at the Middle East Institute, joins to discuss the war in Israel, offering perspective on Palestinian politics and contextualizing the conflict from various angles. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss the Exxon-Pioneer merger. He can also discuss the impact of the war in Israel on energy markets. Kara Murphy, CIO at Kestra Investment Management, discusses market responses to geopolitical uncertainty, PPI, and outlook for CPI....

Oct 11, 202349 min

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins us from Tel Aviv to discuss the latest on the Israel-Hamas war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the bond market rout and Fed speak from yesterday. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Sam Dagher, reporter on Saudi Arabia with Bloomberg News, joins from Dubai to talk about the break down in a pote...

Oct 10, 202346 min

Israel, Geopolitical Risks, and Market Response

Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Mathieson, News Director: EMEA with Bloomberg News, joins to discuss the geopolitical threats in Europe and other regions amid the war in Israel. Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss the latest on the war in Israel. Mike McGlone, Senior Commodity Strategist at Bloomberg...

Oct 09, 202356 min

Jobs, Hiring, Tech, and Real Estate

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the latest September jobs numbers. Tom Gimbel, CEO at LaSalle Network, joins to break down the September Jobs report. Ellis Phifer, Managing Director in Fixed Income Research at Raymond James, joins to discuss the bond market and outlook for a recession. John Fish, CEO of Suffolk Construction and Chair of...

Oct 06, 202343 min

Fed, Labor, and Real Estate

Abigail Ross Hooper, President and CEO of the Solar Energy Industries Association talks renewable energy. Selma Hepp, chief economist at CoreLogic, joins to talk real estate and the housing market. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Oct 05, 202325 min

Markets, Real Estate, and Homebuilding (Podcast)

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about investing strategies, commodity markets, and what his models are signaling about a recession and soft landing. Jamie Patton, co-head of global rates at TCW, joins to discuss inflation and outlook for the economy. Margie Patel, Senior Portoflio Manager at AllSpring Global Investments, joins to discu...

Oct 04, 202342 min

Stocks, Markets, and the Bond Market

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Officer at Verdence, joins the show to talk about markets, investing, and his outlook for the economy. Josh Joseph, CEO of Big Plan Holdings, discusses outlook for the cannabis industry and how his company is navigating current economic conditions. Natalie Trevithick, Head of Investment Grade Credit Str...

Oct 03, 202331 min

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt St...

Oct 02, 202358 min

Markets, Digital Assets, and Goldilocks

Jon Hirtle, Executive Chariman at Hirtle Callaghan & Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the digital asset space, and the SEC. Nimrit Kang, co-CIO and Senior PM at North Star Asset Management, joins to discuss investing strategies and gives her market outlook. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information....

Sep 29, 202330 min

Banking, Cybersecurity, and Green Investing

Rob Holmes, CEO of Texas Capital Bank, joins to discuss his business and state of the banking industry. Liz Young, Head of Investment Strategies at SoFi, joins to talk about market strategies and gives her investment outlook. Dr. Lis Castillo Nelis, Biodiversity and Ecosystems Senior Manager at Ramboll, joins to discuss green investments, its strengths and controversies, and where it stands following climate week. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, joins to talk markets and i...

Sep 28, 202335 min

Markets, EMEA, Real Estate, and Work-from-Home

Joe Mazzola, Managing Director – Trading Education at Charles Schwab, joins to discuss investing strategies and gives his market outlook. Jackie Bowie, Managing Partner and Head of EMEA at Chatham Financial, joins to discuss the outlook for recession in Europe and other parts of the globe and resiliency in the US. Callie Cox, US investment analyst with eToro, joins to talk about markets and investing strategies. Odeta Kushi, Deputy Chief Economist at First American, joins to discuss the housing ...

Sep 27, 202349 min

JP Morgan, the Fed, and UAW (Podcast)

Elliott Stein, Senior Analyst with Bloomberg Intelligence, joins to discuss the news regarding Jeffrey Epstein, JP Morgan, and US Virgin Islands. Brent Schutte, Chief Investment Officer at Northwestern Mutual, joins to discuss markets, investing, and outlook for the economy. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and the profit headwinds facing the auto industry. Aubyn Hill, Minister of Industry, Investment, and Commerce in for the ...

Sep 26, 202354 min

Shutdown, Fed, Amazon, and Real Estate

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, discusses the impact of a potential government shutdown. Lydia Boussour, EY Parthenon Senior Economist focusing on the US, joins to discuss the Fed, the outlook for inflation, and the outlook for rate hikes and a recession. Jess Larsen, CEO of Briarcliffe Credit Partners, discusses private credit and the economy. Anurag Rana, Senior Tech Analyst with Bloomberg News, joins to talk about Amazon’s acquisition of AI startup Anthropic...

Sep 25, 202354 min

UAW, EVs, Med Tech, and Microsoft

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to discuss the autoworkers strike. Navaid Alam, president and CEO at EVelution, joins to discuss electric vehicle battery materials and EV development. Ankur Daga, CEO of Angara.com, discusses the impact of the G-7 banning Russia diamond imports and other stories in the space. Matt Henriksson, Senior Equity Analyst covering medical technology with Bloomberg Intelligence, joins to discuss Boston Scientific (NYSE: BSX) investor d...

Sep 22, 202343 min

Murdoch, Fed, Cisco, and UAW Strike

Media analyst and Harvard Fellow Brian Stelter joins to discuss Rupert Murdoch stepping down as the head of News Corp. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for a soft landing after the Fed’s latest move. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the markets and investing. Jay Hatfield, CEO at Infrastructure Capital Management, joins the program to discuss his non...

Sep 21, 202352 min

Green Investing, The Fed, and Real Estate

Jeff Chamberlain, CEO at Volta, joins to discuss EV battery development, energy technologies, storage, and investments, and the historic shift in energy that he believes is on the horizon. Danielle DiMartino Booth, Chief Strategist and CEO at QI Research, joins to preview Jay Powell’s presser on Fed Day. Joanna Gallegos, co-founder of BondBloxx, discusses ETF flows and investing strategies. Kyle Kazan CEO at Glass House (OTC: GLASF), joins to talk the marijuana industry and his company. Selma He...

Sep 20, 202353 min

Nuclear, Oil, UNGA, and Insurance (Podcast)

Seth Grae, CEO of Lightbridge Corporation (NASDAQ: LTBR), joins to discuss nuclear energy initiatives and outlook for alternative energy. Jonathan Maxwell, CEO at Sustainable Development Capital, joins to discuss the outlook for oil and the renewable energy market amid rising gas prices. He also discusses how energy is closely related to the war in Ukraine and his new book “The Edge.” Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C. NYSE: AJG), joins the program to talk about...

Sep 19, 202346 min

UAW, IPOs, Mercedes, and Maserati (Podcast)

Keith Naughton, Reporter with Bloomberg News, discusses the Big Take story on the UAW strike and where things currently stand with the strike. Chevron CEO Mike Wirth speaks with Alix Steel and Guy Johnson on BTV. Mercedes CEO Ola Kallenius speaks with Guy Johnson and Matt Miller. Nathan Dean, Senior US Policy Analyst at Bloomberg Intelligence, discusses higher capital requirements for banks and a potential government shutdown. Akshata Bailkeri, Head of Research at EquityZen, joins to discuss the...

Sep 18, 20231 hr

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. Listen and Subscribe on: Apple: apple.co/3Eyz9EX Spotify: spoti.fi/45IG5LR Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information....

Sep 16, 202330 sec
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