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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

Dow Chemical, Fed Decision, Oprah

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Featuring: Dow CEO Jim Fitterling Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest Fed commentary, preview Fed day. Phil Orlando, Chief Equity Strategist with Federates Hermes on the markets Madison Muller, Bloomberg News health reporter, on how Oprah became weight-loss drugs unoffcial spokeswoman Hosted by Paul Sweeney and Molly Smith See omnystudio.com/listener for privacy info...

Mar 19, 202440 min

Apple, Google AI Talks, TikTok Bill Latest, Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the potential Apple-Google gen-AI pact. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks the latest on the bond market. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, explains the latest with TikTok and the potential for a ban in the US. Michael Cuggino, P...

Mar 18, 202441 min

Kohl’s, Oracle Earnings , Boeing Troubles

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how challenges at Boeing will impact the U.S airline market going forward. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses her outlook for ESG ETFs in 2024. Brody Ford, ...

Mar 15, 202438 min

Adobe Tumbles Most Since 2022

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brody Ford, Bloomberg Tech Reporter, joins the program to break down Adobe earnings, George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about UMich’s latest data. Dana D’Auria, Co-CIO of Envestnet, gives her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant...

Mar 15, 202436 min

Mnuchin Eyes TikTok

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, joins the program to discuss the latest news on TikTok. Richard Bourke, Bloomberg Intelligence Senior Analyst, covering Basic Materials, discusses President Biden saying U.S Steel should be domestically owned. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Lisa Knee, Managing Partner...

Mar 14, 202446 min

US House Passes TikTok Bill

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Daniel Flatley, Bloomberg National Security Reporter, discusses the U.S House passing a bill that would force TikTok’s sale or ban it. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss where ad dollars would go if TikTok is banned. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Donald Trump scoring a partial victory in battling his Georgia prosecution for attempting to over...

Mar 13, 202442 min

Boeing Deliveries Trail Airbus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, joins the program to discuss the latest news on Boeing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Brody Ford, Bloomberg Tech Reporter, joins to br...

Mar 12, 202445 min

Bitcoin Tops $72,000

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin topping $72,000 for the first time. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Amy Or, Bloomberg Equity Capital Markets Reporter, discusses the latest on Reddit’s IPO. Geetha Ranganathan Bloomberg Intelligence Analyst on US Media, discusses Sunday’s Oscar awards. Adam Coons, Chief P...

Mar 11, 202444 min

Target Earnings, AI in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Jennifer Bartashus, Bloomberg Intelligence Senior Retail Analyst, joins the program to discuss Target Earnings. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple iPhone sales falling in China. Ivana Seric, Senior Product Scientist, at Zelus Analytics, discusses the role of AI in sports. Anita Jivani, Global Head of Innovation, at Avanade, discusses how AI will impact work or...

Mar 08, 202439 min

U.S Jobless Rate Climbs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanie Bily, Chief Workforce Analyst at Employbridge, joins the program to discuss the U.S February jobs report. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses the latest on the markets, Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Virginie Duperat, CFO of Arcadis, discusses new projects at Arcadis, and opportunities for 2024. Sunny Bonne...

Mar 08, 202443 min

SPECIAL COVERAGE: State of the Union Reaction

Hosts Joe Mathieu and Kailey Leinz lead special coverage of President Joe Biden's State of the Union address, with insight and analysis from Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino. Plus, hear reaction from Senator Dick Durbin, Representative Haley Stevens, and Representative Bryan Steil. See omnystudio.com/listener for privacy information.

Mar 08, 202422 min

Haley Ends 2024 Bid

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Josh Wingrove, Bloomberg White House Reporter joins the program to discuss Nikki Haley dropping out of the Presidential race. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Mar 06, 20249 min

SPECIAL COVERAGE: Super Tuesday Reaction

Former President Donald Trump notched a series of Republican presidential primary victories as he barrels closer toward his party’s nomination. Hosts Joe Mathieu and Kailey Leinz speak with former Virginia Governor, Republican Jim Gilmore, Democratic pollster Celinda Lake and Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino for analysis and reaction. See omnystudio.com/listener for privacy information.

Mar 06, 202417 min

Target Profit Rises

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, talks about the impact of global shipping on the economy. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discuss...

Mar 05, 202440 min

Apple Hit with EU Fine

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple being hit with an EU fine over abusive App store rules. Live from NJIT: Michael Johnson, President of New Jersey Innovation Institute, discusses the role of AI. Beth Simone Noveck, Chief A.I. Strategist, State of New Jersey, talks about implementing NJ Governor Phil Murphy’s vision of having NJ lead the nation in the advancement of AI. Ivana Seric,...

Mar 04, 202444 min

U.S Earnings, State of EVs and Hotels

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast, Mary Ross Gilbert, Senior Equity Analyst, who covers Retail for Bloomberg Intelligence, discusses Macy’s earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the state of the electric vehicle industry. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about why it’s likely Capital One’s bid for Discover will face a rigorous antitrust review by the DOJ. Poonam Goyal, Seni...

Mar 01, 202439 min

Boeing in Talks To Buy Spirit Aero

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks to buy the supplier, Spirit AeroSystems. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to breakdown why New York Community Bancorp shares are sinking. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Timothy Fiore, Chai...

Mar 01, 202438 min

Bloomberg Intelligence: Hyatt CEO Sees Positive Trends

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, joins the program to discuss his outlook for the hotel industry. Ted Smith, Co-Founder and President of Union Square Advisors, discusses M&A activity. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss today's economic data in the U.S. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount...

Feb 29, 202448 min

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest on Bitcoin. Ann Berry, Founder & Managing Partner at Threadneedle, discusses her outlook for the markets. David Welch, Bloomberg Detroit Bureau Chief, discusses how the sudden demise of Apple’s car program impacts EVs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss U.S GDP dat...

Feb 28, 202444 min

Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data from the Conference Board. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s earnings. Fernando Valle, Bloomberg Intelligence Senior Oil and Gas Analyst, discusses Exxon and Cnooc exploring a bid to snatch Guyana stake from Chevron. Haag Sherman, Chief Executive Off...

Feb 27, 202442 min

Bloomberg Intelligence: Berkshire Earnings Jump

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, joins to discuss her outlook for the markets. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's strength and ongoing initiatives to boost market share and profits....

Feb 26, 202447 min

Bloomberg Intelligence: Nvidia Earnings, Bank Merger

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discussed Nvidia’s blowout earnings results. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, joined to talk about Capital One agreeing to buy Discover Financial Services in a $35 billion all-stock deal. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discussed why restaurants are now confr...

Feb 23, 202439 min

Bloomberg Intelligence: Nvidia Surges, Reddit U.S IPO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Nvidia breaching $2 trillion in market value, and Reddit filing for a U.S IPO. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Daniel Flatley, Bloomberg National Security Reporter, discusses U.S sanctions on Russia. Calvin Butler, Exelon CEO, joins to discuss the company’s fourth quarter ...

Feb 23, 202444 min

Bloomberg Intelligence: Nvidia Surges after Blowout Results

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, joins to break down Nvidia earnings. Shana Sissel, President & CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins the program to discuss markets Gene Seroka, Executive Director of the Port of Los Angeles, gives his supply chain outlo...

Feb 22, 202442 min

Bloomberg Intelligence: Biden Impact on U.S Carmakers, Fed Minutes, Nvidia Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden’s EV dreams are impacting U.S carmakers. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to share his latest thoughts on the Fed. Gene Munster, Managing Partner at Deepwater Asset Management, previews Nvidia earnings. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Kavita...

Feb 21, 202448 min

Bloomberg Intelligence: Capital One, Discover Deal

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Capital One agreeing to buy Discover Financial. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss Home Depot earnings. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest Conference Board U.S Leading Economic Index data. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, join...

Feb 20, 202439 min

SPECIAL COVERAGE: Trump Hit With $364 Million Fine in NY Fraud Case

Tim Stenovec and Emily Graffeo host. Features analysis from Bloomberg legal investigative reporter Greg Farrell, Bloomberg politics contributor Jeanne Sheehan Zaino, Bloomberg Law host June Grasso and Bloomberg Legal Enterprise reporter Patricia Hurtado See omnystudio.com/listener for privacy information.

Feb 16, 202430 min

Bloomberg Intelligence: Oil Merger, U.S Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy reaching an agreement to buy Endeavor Energy. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks Hasbro earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount’s job cuts. Woo Jin Ho Bloomberg Intelligence Senior Technology Analyst, ...

Feb 16, 202437 min

Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Goldman Sachs boosting CEO David Solomon’s compensation. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike’s job cuts. Steve Steinour, Chairman, President, and Chief Executive Officer of Huntington Bank, discusses his outlook for U.S commercial real estate. Joanne Hsu, University of Michigan Surveys of Consumers ...

Feb 16, 202441 min

Bloomberg Intelligence: Deere Cuts Profit Outlook, U.S Retail Sales Drop

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, breaks down U.S Retail Sales. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg ...

Feb 15, 202441 min
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