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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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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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Published 2025-02-07

BI Weekend: Disney, Alphabet Earnings, Energy Outlook

23 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives reaction to Donald Trump’s U.S tariffs. Ernie Miller, Verde Clean Fuels CEO, gives his outlook for oil and gas. Madison Muller, Bloomberg Health Reporter, discusses earnings from Novo Nordisk.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses Apollo Global Management raising record capital from private wealth. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Alphabet and Uber earnings. Antoine Vagneur Jones, BloombergNEF, Head of Trade & Supply Chains, gives reaction to Donald Trump’s U.S tariffs. Ernie Miller, Verde Clean Fuels CEO, gives his outlook for oil and gas. Madison Muller, Bloomberg Health Reporter, discusses earnings from Novo Nordisk.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Published 2025-02-07

US Consumer Sentiment Drops to Seven Month Low

23 min Transcript
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Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report.

Hosts: Paul Sweeney and Alix Steel

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economist at Stifel, discusses the January jobs report. Zach Wasserman, Chief Financial Officer at Huntington National Bank, talks about the firm's investor day and year ahead for regional banks. Kate Duchene, CEO of RGP, discusses the January jobs report.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-02-06

Roblox Shares Fall on Daily Active Users, Bookings Miss

18 min Transcript
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Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on Roblox earnings. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets.

Hosts: Paul Sweeney and John Tucker

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on Roblox earnings. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets.

Hosts: Paul Sweeney and John Tucker

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Published 2025-02-05

Disney Tops Estimates, Tariffs Latest

22 min Transcript
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Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on tariffs. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.

Hosts: Paul Sweeney and Alix Steel

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the latest on tariffs. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, discusses the latest on the commercial real estate sector.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-02-04

China Hits Back Against Trump Tariffs

19 min Transcript
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Enda Curran, Bloomberg Global Economy Reporter, discusses China hitting back against President Donald Trump’s tariffs. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks about the latest with the fixed income space. Ernie Miller, CEO of Verde Clean Fuels, discusses the latest on the energy sector.

Hosts: Paul Sweeney and Alix Steel

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     

Enda Curran, Bloomberg Global Economy Reporter, discusses China hitting back against President Donald Trump’s tariffs. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks about the latest with the fixed income space. Ernie Miller, CEO of Verde Clean Fuels, discusses the latest on the energy sector.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-02-03

US Tariffs on Mexico Delayed

21 min Transcript
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Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO & Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets,

Hosts: Paul Sweeney and Alix Steel

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Bryan Whalen, CIO & Generalist Portfolio Manager at TCW's Fixed Income Group, gives his outlook for the markets,

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-31

BI Weekend: T-Mobile Earnings, DeepSeek "Panic"

37 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

On this podcast: T-Mobile CEO Mike Sievert on the company's quarterly earnings results. Bloomberg Intelligence Global Autos and Industrials Research Analyst Steve Man on GM Earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst in JetBlue’s shares taking a plunge. Rachel Metz, Bloomberg AI Reporter on Chinese AI startup “DeepSeek” causing panic in the US tech world. Nora Wittstruck, Chief Municipal Analytical Officer at S&P Global Ratings on the boom for Muni's in 2025. And Harry Wilson, Bloomberg Finance Reporter on HSBC focusing its operations in Asia and the Middle East.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

On this podcast: T-Mobile CEO Mike Sievert on the company's quarterly earnings results. Bloomberg Intelligence Global Autos and Industrials Research Analyst Steve Man on GM Earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst in JetBlue’s shares taking a plunge. Rachel Metz, Bloomberg AI Reporter on Chinese AI startup “DeepSeek” causing panic in the US tech world. Nora Wittstruck, Chief Municipal Analytical Officer at S&P Global Ratings on the boom for Muni's in 2025. And Harry Wilson, Bloomberg Finance Reporter on HSBC focusing its operations in Asia and the Middle East.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Published 2025-01-31

Wall Street Bonuses, Baker Hughes CEO on Earnings

22 min Transcript
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Laura Noonan, Bloomberg News Finance Reporter, on Big Take story: Banker Bonuses Turn Into 'Scratch-Off Ticket' with Stock Swings. Lorenzo Simonelli, CEO of Baker Hughes, on company earnings. And Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on US Justice Department Sues to Block HPE's Purchase of Juniper Networks

Hosts: Paul Sweeney and Alix Steel

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Laura Noonan, Bloomberg News Finance Reporter, on Big Take story: Banker Bonuses Turn Into 'Scratch-Off Ticket' with Stock Swings. Lorenzo Simonelli, CEO of Baker Hughes, on company earnings. And Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on US Justice Department Sues to Block HPE's Purchase of Juniper Networks

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-30

Bloomberg Bonus Episode: Apple and Intel Earnings

34 min Transcript
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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with:

  • Bloomberg News Technology Reporter Jackie Davalos
  • Angelo Zino, Senior Equity Analyst at CFRA Research
  • Bloomberg Technology Co-Host Caroline Hyde

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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with:

  • Bloomberg News Technology Reporter Jackie Davalos
  • Angelo Zino, Senior Equity Analyst at CFRA Research
  • Bloomberg Technology Co-Host Caroline Hyde

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Published 2025-01-30

Deadly Plane Crash Near DC Airport; Tesla Earnings

19 min Transcript
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Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla Earnings

Hosts: Paul Sweeney and Alix Steel

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Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla Earnings

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-29

Bonus Episode: Tesla, Meta and Microsoft Earnings

52 min Transcript
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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:

  • Bloomberg Intelligence Senior Technology Analyst Mandeep Singh
  • Bloomberg Technology Co-Host Caroline Hyde
  • James Cakmak, Technology Analyst at Clockwise Capital
  • Bloomberg Intelligence Senior Technology Analyst Anurag Rana

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Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with:

  • Bloomberg Intelligence Senior Technology Analyst Mandeep Singh
  • Bloomberg Technology Co-Host Caroline Hyde
  • James Cakmak, Technology Analyst at Clockwise Capital
  • Bloomberg Intelligence Senior Technology Analyst Anurag Rana

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Published 2025-01-29

Instant Reaction: Jay Powell on the Fed Decision

26 min Transcript
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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Published 2025-01-29

T-Mobile Earnings Beat Projections

11 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.       

T-Mobile CEO Mike Sievert, discusses company earnings.

Hosts: Paul Sweeney and John Tucker

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T-Mobile CEO Mike Sievert, discusses company earnings.

Hosts: Paul Sweeney and John Tucker

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Published 2025-01-28

US Consumer Confidence Falls

44 min Transcript
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*Broadcasting Live from BAM Mutual*

Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market.

Hosts: Paul Sweeney and Alix Steel

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*Broadcasting Live from BAM Mutual*

Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-27

Global Tech Selloff, DeepSeek Buzz

20 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.

Hosts: Paul Sweeney and Alix Steel

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Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.

Hosts: Paul Sweeney and Alix Steel

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In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   
You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   
On Apple: http://bit.ly/3DWYoAN   
On Spotify: http://spoti.fi/45IG5LR   
Anywhere: http://bit.ly/460OMka 

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In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   
You can hear more episodes of Bloomberg Daybreak: US Edition by subscribing to the podcast:   
On Apple: http://bit.ly/3DWYoAN   
On Spotify: http://spoti.fi/45IG5LR   
Anywhere: http://bit.ly/460OMka 

See omnystudio.com/listener for privacy information.

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Published 2025-01-24

BI Weekend: Netflix Earnings, Energy Outlook (Podcast)

37 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He Is on Competing Quests for a Legacy and Revenge.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Alaska Air and GE Aerospace earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, gives his energy outlook under a new Trump administration.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He Is on Competing Quests for a Legacy and Revenge.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Alaska Air and GE Aerospace earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, gives his energy outlook under a new Trump administration.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Published 2025-01-24

US Consumer Sentiment Declines for First Time in Six Months

20 min Transcript
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Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President.

Hosts: Paul Sweeney and Alix Steel

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Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-23

Trump Davos Address, US Jobless Claims

20 min Transcript
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Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Trump presidency.

Hosts: Paul Sweeney and Alix Steel

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Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Trump presidency.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-22

Zelensky Interview, Trump Week One

17 min Transcript
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Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

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Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-21

Instant Reaction: Netflix Posts Record Quarter

9 min Transcript
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Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.

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Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.

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Published 2025-01-21

Trump Tariffs, Executive Actions

31 min Transcript
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Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets.

Hosts: Paul Sweeney and Alix Steel

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-20

Special Coverage: Donald Trump's Inauguration

34 min Transcript
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Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump.

On this edition, Joe and Kailey speak with:

  • Former-Trump Energy Secretary Dan Brouillette
  • Lindsay Chervinsky, Executive Director of the George Washington Presidential Library
  • Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub
  • Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District
  • United States Senator Bill Hagerty (R-TN)

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Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump.

On this edition, Joe and Kailey speak with:

  • Former-Trump Energy Secretary Dan Brouillette
  • Lindsay Chervinsky, Executive Director of the George Washington Presidential Library
  • Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub
  • Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District
  • United States Senator Bill Hagerty (R-TN)

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Published 2025-01-17

BI Weekend: US Bank Earnings, Toyota’s EV Future

37 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.”

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.”

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Published 2025-01-17

Supreme Court Upholds Law That Threatens TikTok Ban

27 min Transcript
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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025. 

Hosts: Alix Steel and Norah Mulinda

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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025. 

Hosts: Alix Steel and Norah Mulinda

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Published 2025-01-16

Israel Accuses Hamas of Putting Ceasefire Deal at Risk

15 min Transcript
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Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings.

Hosts: Alix Steel and Michael Regan

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Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings.

Hosts: Alix Steel and Michael Regan

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Published 2025-01-15

US CPI Eases, Bank Earnings

36 min Transcript
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William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.

Hosts: John Tucker, Norah Mulinda, and Matthew Miller

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William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.

Hosts: John Tucker, Norah Mulinda, and Matthew Miller

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Published 2025-01-14

Senate Confirmation Hearings

26 min Transcript
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025

Featuring:

Terry Haines, Founder at Pangea Policy

Gautam Mukunda, professor at Yale School of Management

Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

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A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025

Featuring:

Terry Haines, Founder at Pangea Policy

Gautam Mukunda, professor at Yale School of Management

Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics

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Published 2025-01-13

Los Angeles Braces for More Firestorms

21 min Transcript
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Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.

Hosts: John Tucker, Emily Graffeo, and Matthew Miller

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Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.

Hosts: John Tucker, Emily Graffeo, and Matthew Miller

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Published 2025-01-12

Bonus In the City: Why Are UK Assets Spiraling Now?

21 min Transcript
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It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now?  Senior reporter Phil Aldrick joins this week’s In the City to explain. 

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It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now?  Senior reporter Phil Aldrick joins this week’s In the City to explain. 

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Published 2025-01-10

BI Weekend: Healthcare, Energy, and Bank Outlook

38 min Transcript
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On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.

Hosts: Paul Sweeney, Alix Steel

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.

Hosts: Paul Sweeney, Alix Steel

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Published 2025-01-10

Trump Gets No Jail Time or Probation in NY Hush Money Case

23 min Transcript
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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.

Hosts: Paul Sweeney and Norah Mulinda

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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.

Hosts: Paul Sweeney and Norah Mulinda

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Published 2025-01-10

Instant Reaction: Supreme Court Allows Trump Sentencing

9 min Transcript
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A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.

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A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.

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Published 2025-01-08

Trump Takes Hush Money Sentencing to Supreme Court

19 min Transcript
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Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets.

Hosts: Paul Sweeney and Alix Steel

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Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-07

JP Morgan Staffing, Bridgewater Cuts

25 min Transcript
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Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discusses expectations for Day 1 energy action from the new Trump administration. Enda Curran, Bloomberg Global Economy Reporter, talks about a U.S blacklist of China’s tech giants.

Hosts: Paul Sweeney and Alix Steel

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Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discusses expectations for Day 1 energy action from the new Trump administration. Enda Curran, Bloomberg Global Economy Reporter, talks about a U.S blacklist of China’s tech giants.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-06

Trudeau Resigns, Barr to Step Down

25 min Transcript
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Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Brian Vendig, Chief Investment Officer, at MJP Wealth Advisors, discusses his outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

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Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Brian Vendig, Chief Investment Officer, at MJP Wealth Advisors, discusses his outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-03

Special Coverage: Mike Johnson Wins House Speaker Vote

18 min Transcript
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Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.

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Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.

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Published 2025-01-03

BI Weekend: Tesla Deliveries, Luxury Sales

38 min Transcript
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On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 2025 outlook for Wall Street. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer Pipes.” Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives his outlook for chips. Brendan Murray, Bloomberg Global Trade Editor, discusses what to expect from looming U.S tariffs.

Hosts: Paul Sweeney, Alix Steel, Matt Miller, and Sonali Basak

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 2025 outlook for Wall Street. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer Pipes.” Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives his outlook for chips. Brendan Murray, Bloomberg Global Trade Editor, discusses what to expect from looming U.S tariffs.

Hosts: Paul Sweeney, Alix Steel, Matt Miller, and Sonali Basak

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Published 2025-01-03

Nippon Steel Takeover of US Steel Blocked

18 min Transcript
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Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the U.S Surgeon General calling for cancer warnings on alcohol labels. 

Hosts: Paul Sweeney and Alix Steel

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Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the U.S Surgeon General calling for cancer warnings on alcohol labels. 

Hosts: Paul Sweeney and Alix Steel

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Published 2025-01-02

Instant Reaction: Cybertruck Blast Suspect Identified

10 min Transcript
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The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.

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The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Reporter Keith Naughton for reaction and analysis.

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Published 2025-01-02

Tesla’s Annual EV Sales Drop

23 min Transcript
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Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025.

Hosts: Paul Sweeney and Alix Steel

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Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-12-31

US Treasury Says It Was Breached by Chinese-Based Hacker

25 min Transcript
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with Jamie Tarabay, Bloomberg Cybersecurity Reporter, on the US Treasury saying it was breached by a Chinese-based hacker. Veronica Clark, Citi Director of Research & US Economist, discusses her economic outlook. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer ‘Pipes’.” Danny Grant, Maple Hospitality Group founder and partner, discusses the hospitality industry.

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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with Jamie Tarabay, Bloomberg Cybersecurity Reporter, on the US Treasury saying it was breached by a Chinese-based hacker. Veronica Clark, Citi Director of Research & US Economist, discusses her economic outlook. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer ‘Pipes’.” Danny Grant, Maple Hospitality Group founder and partner, discusses the hospitality industry.

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Published 2024-12-30

Jimmy Carter, Former US President Dies at 100

24 min Transcript
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with David Westin, Host of Bloomberg Wall Street Week, on the the passing of former U.S President Jimmy Carter. Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist, gives her outlook for the U.S economy. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses political news of the day.
 

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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with David Westin, Host of Bloomberg Wall Street Week, on the the passing of former U.S President Jimmy Carter. Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist, gives her outlook for the U.S economy. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses political news of the day.
 

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Published 2024-12-27

BI Weekend: A Preview of 2025

38 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Jennifer Bartashus, Bloomberg Intelligence senior analyst covering retail discusses holiday consumer spending and looks ahead to the retail space in 2025, Drew Reading, Bloomberg Intelligence home builders analysts breaks down what’s next for the home builders in the new year, Julia Coronado, founder and president of Macropolicy Perspectives reacts to the Fed’s policy meeting in December and discusses how economic policy might be shaped by Trump in the new year, and Tim Craighead, Bloomberg Intelligence Research Director for Content discusses the 50 companies to watch in 2025. Also featuring guest host Caroline Hyde. 

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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On this podcast: Jennifer Bartashus, Bloomberg Intelligence senior analyst covering retail discusses holiday consumer spending and looks ahead to the retail space in 2025, Drew Reading, Bloomberg Intelligence home builders analysts breaks down what’s next for the home builders in the new year, Julia Coronado, founder and president of Macropolicy Perspectives reacts to the Fed’s policy meeting in December and discusses how economic policy might be shaped by Trump in the new year, and Tim Craighead, Bloomberg Intelligence Research Director for Content discusses the 50 companies to watch in 2025. Also featuring guest host Caroline Hyde. 

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Published 2024-12-27

Globe Braces For Trump Tariffs; Oil Outlook For 2025

33 min Transcript
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and Caroline Hyde speak with Katerina Simonetti, senior portfolio manager at Morgan Stanley for her perspective on markets heading into 2025, Bloomberg LA Bureau chief John Gittelsohn about the latest Big Take on how the globe is bracing itself for Trump tariffs, Dr. Ellen Wald, senior fellow at the Atlantic Council for her outlook on oil and energy, and The Boxoffice Company senior vice president for content strategy and editorial director Daniel Loria on the holiday box office and what to expect from Hollywood in 2025.

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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and Caroline Hyde speak with Katerina Simonetti, senior portfolio manager at Morgan Stanley for her perspective on markets heading into 2025, Bloomberg LA Bureau chief John Gittelsohn about the latest Big Take on how the globe is bracing itself for Trump tariffs, Dr. Ellen Wald, senior fellow at the Atlantic Council for her outlook on oil and energy, and The Boxoffice Company senior vice president for content strategy and editorial director Daniel Loria on the holiday box office and what to expect from Hollywood in 2025.

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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and David Gura check in on the latest with Starbucks workers striking and take a look at how consumers are feeling toward the end of the holiday shopping season with Bloomberg's Emily Cohn, preview the economy for the new year with Lauren Saidel-Baker, an economist with the Institute for Trend Research, and talk real estate with Russel William Galbut, managing principle at Crescent Heights.

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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and David Gura check in on the latest with Starbucks workers striking and take a look at how consumers are feeling toward the end of the holiday shopping season with Bloomberg's Emily Cohn, preview the economy for the new year with Lauren Saidel-Baker, an economist with the Institute for Trend Research, and talk real estate with Russel William Galbut, managing principle at Crescent Heights.

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On a special edition of Bloomberg Intelligence, Bloomberg's Emily Cohn joins to discuss the Nordstrom family's plan to take the chain private, Bloomberg Intelligence's Jennifer Bartashus shares her outlook for the retail space in 2025, Julia Coronado, founder and president of Macropolicy Perspectives, discusses her outlook for 2025 and Bloomberg's Craig Trudell talks the auto space and the potential Honda-Nissan merger. Paul Sweeney and Caroline Hyde host. 

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On a special edition of Bloomberg Intelligence, Bloomberg's Emily Cohn joins to discuss the Nordstrom family's plan to take the chain private, Bloomberg Intelligence's Jennifer Bartashus shares her outlook for the retail space in 2025, Julia Coronado, founder and president of Macropolicy Perspectives, discusses her outlook for 2025 and Bloomberg's Craig Trudell talks the auto space and the potential Honda-Nissan merger. Paul Sweeney and Caroline Hyde host. 

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Published 2024-12-20

Instant Reaction: House Passes Funding Bill

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The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.

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The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist, Jeanne Sheehan Zaino, Senior Democracy Fellow with the Center for the Study of the Presidency & Congress and Bloomberg Politics Contributor and Megan Scully, Bloomberg Capitol Influence team leader.

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Published 2024-12-20

BI Weekend: Pfizer, Micron Earnings

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her travel research for 2025. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.” Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses Micron earnings. Viktoria Dendidrou, Bloomberg US Treasury Reporter, discusses the Bloomberg Big Take story: “Debt Risks That Lured Bessent to US Treasury Now Loom Large.” Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses M&A research.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her travel research for 2025. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.” Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses Micron earnings. Viktoria Dendidrou, Bloomberg US Treasury Reporter, discusses the Bloomberg Big Take story: “Debt Risks That Lured Bessent to US Treasury Now Loom Large.” Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses M&A research.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

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Published 2024-12-20

House GOP Leaders Ready Funding Plan

23 min Transcript
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a potential government shutdown. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets.

Hosts: Paul Sweeney and Norah Mulinda

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a potential government shutdown. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets.

Hosts: Paul Sweeney and Norah Mulinda

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