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, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intel’s revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest TikTok news. Alison Williams, B...
May 10, 2024•37 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses potential U.S tariffs on China EVs. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about the latest consumer sentiment data from UMich. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Allan Schweyer, Principal Researcher, Human Capital, at The Conference Board, disc...
May 10, 2024•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses his Big Take story “The Apple Insiders in the Running to Succeed Cook.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Niraj Patel, Bloomberg Intelligence Senior Software Analyst, join to discuss Alphabet, Hubspot talks. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses his recent...
May 09, 2024•44 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses earnings from Uber, Lyft, and Reddit. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPhone shipments. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest on a potential TikTok ban in the U.S. Michael Shepard, Bloomberg News Senior Editor, talks about Intel seeing revenue falling a...
May 08, 2024•44 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Council, talks about pressures to phase out natural gas. Craig Trudell, Bloomberg Global Autos Editor, ...
May 07, 2024•45 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses Berkshire Hathaway’s annual meeting. Brian Krawez, President at Scharf Investments, discusses the latest on the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses what’s at stake in the Google trial on antitrust charges. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged F...
May 06, 2024•49 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonald’s earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, breaks down earnings from New York Community Bank. Ma...
May 03, 2024•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag R...
May 03, 2024•30 min
Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing. The results came as a relief to investors, who have been waiting for the iPhone maker to pull out of a long slump. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Bloomberg News Chief Technology Correspondent Mar...
May 02, 2024•20 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businessweek Senior Reporter, talks about his Big Take story “Intel Bets $28 Billion to Make Ohio a Global Chip...
May 02, 2024•39 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy information.
May 01, 2024•27 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today’s Fed meeting and his outlook for the US economy. Priya Misra, Fixed Income Portfolio Manager, at JP Morgan Asset Ma...
May 01, 2024•40 min
Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading. Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior Technology Analyst Anurag Rana for instant reaction and analysis. See omnystudio.com/listener for p...
Apr 30, 2024•17 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloom...
Apr 30, 2024•39 min
Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior executives — film and kids programming chief Brian Robbins, Showtime/MTV head Chris McCarthy and George Cheeks, who leads CBS — will run the company, according to a statement released Monday. Bloomberg TV and Radio hosts Romaine Bostick, Scarlet Fu, Tim Stenovec and Emily Graffeo discuss the news. The...
Apr 29, 2024•9 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest o...
Apr 29, 2024•43 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast, hosts Paul Sweeney and Guest-Host Molly Smith speak with Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, on Tesla earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, talk about how Salesforce’s takeover talks with Informatica are said to be cooling off. Lee Klaskow, Bloomberg Intelligence S...
Apr 26, 2024•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst (Oil & Gas,) discusses Exxon and Chevron earnings. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recap Microsoft and Alphabet earnings. Anna Rathbun, CIO at CBIZ Inves...
Apr 26, 2024•41 min
Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off. For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.
Apr 26, 2024•12 min
The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital. See omnystudio.com/listener for privacy information.
Apr 25, 2024•18 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . David Kirkpatrick, Founder of Techonomy, recaps Meta earnings, and also previews Alphabet and Microsoft earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss economic data in U.S. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about today’s market selloff. James Abate, Managing Director & Chief Investment Officer, at Centre Asset Mana...
Apr 25, 2024•47 min
Meta Platforms Inc. increased its spending estimates for the year and projected second quarter sales that were below Wall Street’s expectations, once again raising questions about whether its futuristic tech bets will pay off for investors. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News contributor Jon Erlichman and Bloomberg Intelligence senior analyst Mandeep Singh for instant analysis and reaction. See omnystudio.com/listener for privacy information....
Apr 24, 2024•14 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to preview Meta earnings and discuss the potential impact of a TikTok ban. Gregory Korte, Bloomberg News White House and Po...
Apr 24, 2024•49 min
Tesla says it will accelerate the launch of more affordable models after reporting worse-than-expected profit and revenue for a third consecutive quarter. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology co-host Ed Ludlow for instant analysis and reaction. See omnystudio.com/listener for privacy information....
Apr 23, 2024•17 min
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 Apple's iPhone sales falling in China. Garrett Nelson, Vice President and Senior Equity Analyst at CFRA Research, previews Tesla earnings after the closing bell. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Chris Williamson, Chief Business Economist, at S&P Globa...
Apr 23, 2024•41 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about Verizon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, will discuss why Salesforce’s takeover talks with Informatica are said to be cooling off. Sylvia Jablonsk...
Apr 22, 2024•43 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . On this week’s podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, joins to talk Blackstone earnings. From the BloombergNEF annual energy and climate summit, Paul and Alix speak with David Crane, Under Secretary for Infrastructure at the U.S Department of Energy, Pedro Pizarro, President and CEO OF Ediso...
Apr 19, 2024•39 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, joins to talk about L'Oreal earnings. Ethan Bronner, Bloomberg Israel Bureau Chief and Senior Mideast Editor, discusses the latest on Mideast tensions. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her outlook for the market...
Apr 19, 2024•46 min
Netflix posted its best start to the year since 2020, attracting more new customers than anyone expected thanks to a strong slate of original programs and a crackdown on password sharing. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec discuss with Bloomberg Surveillance co-host Paul Sweeney, Bloomberg earnings reporter Redd Brown and Bloomberg Intelligence senior US media analyst Geetha Ranganathan for reaction and analysis. See omnystudio.com/listener for privacy information....
Apr 18, 2024•22 min
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses existing home sales data. Dana Peterson, Chief Economist at the Conference Board, discusses the latest data from US Leading Economic Index. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Alaska Air earnings. Mark Douglas, President and CEO of MNTN, previews Netflix earnings after the closing bell. Paul ...
Apr 18, 2024•40 min