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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 2024-08-05

Wall Street Hit by US Recession Fears

46 min Transcript
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Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss today’s market selloff, and what it means for Fed policy. Steve Miller, Chair of the ISM Services PMI, discusses US July ISM Services data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses earnings from Berkshire Hathaway, and Warren Buffet slashing stake in Apple. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses a plunge in Bitcoin and commodities.

Hosts: Paul Sweeney and Jess Menton

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Global stock markets tumbled as concerns about a US economic slowdown intensified. Traders ramped up bets that the Federal Reserve will step in with an emergency interest rate cut. For instant reaction to this selloff, and how Fed officials will respond, Bloomberg's Nathan Hager speaks with Veronica Clark, US Economist at Citigroup.

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Published 2024-08-02

BI Weekend: US Earnings, Morning Consult Poll

37 min Transcript
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On this week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to recap Microsoft earnings. Laura Davison, Bloomberg Politics Editor, discusses the latest Bloomberg News Morning Consult Poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks Boeing earnings. Dave Regnery, Trane Technologies CEO, discusses company earnings. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks T-Mobile earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Duncan Fox, Bloomberg Intelligence Consumer Staples Analyst discusses Heineken earnings.

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 2024-08-02

Soft Jobs Data, Market Selloff, Tech Earnings

45 min Transcript
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Michael McKee, Bloomberg International Economics and Policy Correspondent and Joanie Bily, Chief Workforce Analyst at Employbridge, discuss the July jobs report and today’s market selloff. Matt Stucky, Chief Portfolio Manager, Equities, at Northwestern Mutual Wealth Management, discusses the latest on the markets. Bill Lee, Chief Economist at Milken Institute, discusses the July jobs report. Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, discusses today's market selloff. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Amazon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to recap Apple and Intel earnings.

Hosts: Alix Steel and Jess Menton

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Published 2024-08-01

Ackman IPO, Meta Earnings

47 min Transcript
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Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses the latest on Bill Ackman’s IPO. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Meta earnings. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing data. Hilary Spann, Executive Vice President of BXP, discusses the latest in NY real estate. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, previews tech earnings after the closing bell. Greg Friedman, Peachtree Group Managing Principal and CEO, discusses the state of commercial real estate.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-31

Boeing Names New CEO, Fed Meeting

47 min Transcript
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George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses this week’s Fed meeting. Laura Davison, Bloomberg Politics Editor, talks about the recent Bloomberg News Morning Consult poll. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses today’s Fed decision and his outlook for the U.S economy. Dave Regnery, Trane Technologies CEO, discusses company earnings. Jennifer Grancio, Global Head of Distribution at TCW, discusses her outlook for the ETF sector.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-30

US Consumer Confidence Rises, Tech Earnings

42 min Transcript
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Dana Peterson, Chief Economist at the Conference Board, discusses U.S consumer confidence data. Michael Smith, Senior Reporter on Bloomberg's National Team, discusses Ken Griffin spending tens of millions of dollars to back Republican primary candidates across the U.S. Sarah Samuels, Head of Investment Manager Research, at NEPC, takes a look at what big institutional investors, clients, and hedge funds are doing. Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to look ahead to tech earnings. Tyler Rosenlicht, Head of Natural Resource Equities, at Cohen & Steers, talks energy markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses JetBlue earnings.


Hosts: Alix Steel and John Tucker

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Published 2024-07-29

McDonalds Sales Fall, Bitcoin Latest

44 min Transcript
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Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds earnings. Mary Ann Bartels, Chief Investment Strategist for Sanctuary Wealth, discusses her outlook on the markets. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, talks about Bitcoin approaching a record high. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Duncan Fox, Bloomberg Intelligence Consumer Staples Analyst, talks Heineken earnings

Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-26

Harris Campaign, US Earnings

38 min Transcript
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On this week's podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses Joe Biden dropping out of Presidential race, and what a Harris Presidency could mean for investors. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Astrazeneca CFO Aradhana Sarin, discusses company earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings.


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 2024-07-26

Core PCE Rises at Mild Pace

37 min Transcript
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Lauren Saidel-Baker, Economist and Senior Consulting Speaker, at ITR Economics discusses U.S PCE data. Tom Schoenberg, Bloomberg Senior Reporter, discusses U.S authorities accusing famed short-seller Andrew Left of committing fraud. Steven Major, Global Head of Fixed Income Research at HSBC, discusses the latest on the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the latest on Kamala Harris’s presidential campaign. Amanda Albright, Bloomberg Muni Finance Reporter, joins the program to discuss the latest on the muni bond market.

Hosts: Alix Steel and John Tucker

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Published 2024-07-25

US GDP Rises, Airline Earnings

39 min Transcript
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Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses recent economic data in the U.S. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, on Southwest and American Airlines earnings. Aradhana Sarin, Chief Financial Officer, at Astrazeneca, discusses company earnings. Sean Hehir, Principal and Managing Partner at Trinity Investments, discusses the state of commercial real estate. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, talks about recent luxury earnings.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-24

Tesla, Alphabet Shares Slump

42 min Transcript
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Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recaps Alphabet earnings. Sonny Kalsi, Co-Chief Executive Officer of BGO, discusses the state of commercial real estate. Max Abelson, Bloomberg News Finance Reporter, discusses the directive of Wall Street Democratic donors to raise lots of money for Vice President Kamala Harris’s presidential campaign. 

Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-23

UPS Shares Fall, Harris Campaign

42 min Transcript
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Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the U.S presidential race. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Comcast and Spotify earnings. Chris Wright, CEO of Liberty Energy, discusses the energy sector. Kevin Tynan, Director of Research at The Presidio Group, previews Tesla earnings, and discusses the state of auto industry.
 
Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-22

Biden Drops Out, Harris Gains Support

43 min Transcript
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Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses Joe Biden stepping down, and what a Kamala Harris presidency could mean for investors. Wendy Schiller, Professor at Brown University and Interim Director of the Watson Institute, discusses the political implications of Joe Biden dropping out of the presidential race. Christopher Smart, Managing Partner at Arbroath Group and former Special Assistant to the President for International Economics, discusses the macroeconomic impact of Biden dropping out. Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses how tax plans could look under a Kamala Harris presidency. Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses the latest on the markets, and gives reaction to Biden dropping out.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-07-19

Trump Interview, Tesla Hiring, U.S Bank Earnings

38 min Transcript
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On this week’s podcast: Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Brad Stone, Bloomberg Businessweek Editor, talks about Bloomberg Businessweek's interview with former President Donald Trump. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses recent U.S election research. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla looking to hire nearly 800 new employees. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks United Airlines earnings.

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 2024-07-19

Global IT Crash, RNC Recap, Netflix Earnings

42 min Transcript
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Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses this morning’s global IT outage. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, and Annmarie Hordern, Chief Political Correspondent and Anchor of Bloomberg Surveillance, recap this week’s Republican National Convention. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses American Express earnings. Ken Leon, Director of Equity Research at CFRA Research, talks Netflix earnings.

Hosts: Alix Steel

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Published 2024-07-18

Amazon Prime Day Sales, Blackstone Earnings

40 min Transcript
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Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon Prime Day results. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Joseph Brusuelas, Chief Economist at RSM, discusses his outlook for the U.S economy and the markets. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses United Airlines earnings. David O'Reilly, CEO of Howard Hughes, talks about the state of commercial real estate.

Hosts Paul Sweeney and Matt Miller

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Published 2024-07-17

China Trade Curbs, Trump Interview

41 min Transcript
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Enda Curran, Bloomberg Global Economy Reporter, discusses the U.S warning allies of tougher trade rules in China. Brad Stone, Bloomberg Businessweek Editor, discusses Bloomberg Businessweek's interview with former President Donald Trump. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses his most recent U.S election research. Tali Miller, Chief Business Officer, at REE Automotive, discusses the state of the EV industry and recent company news.

Hosts Paul Sweeney and Alix Steel

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Published 2024-07-16

US Bank Earnings, Tesla Hiring

41 min Transcript
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Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanley earnings. Craig Trudell, Bloomberg Global Autos Editor, talks about Tesla looking to hire 800 new employees. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, discusses U.S Retail sales. Douglas Durst, Chairman of the Durst Organization, talks about the state of commercial real estate. Jodi Schneider, Political News Director for Bloomberg TV and Radio, recaps Monday at the Republican National convention in Milwaukee.

Hosts Paul Sweeney and Alix Steel

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Published 2024-07-15

Goldman Profit Surges, Trump Shooting

40 min Transcript
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Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Goldman Sachs earnings. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss a Trump assassination attempt, and where swing voters stand in the presidential race. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets.

Hosts Paul Sweeney and Alix Steel

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Published 2024-07-14

Surveillance Special: Trump Assassination Attempt

146 min Transcript
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Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump.

They speak with:

  • Hadriana Lowenkron, Bloomberg News reporter
  • Terry Haines, Pangea Policy founder
  • Jordan Fabian, Bloomberg News white house correspondent
  • Wendy Schiller, Director of the Taubman Center for American Politics and Policy, Brown University
  • Henrietta Treyz, Veda Partners managing partner
  • Rick Davis, Bloomberg politics contributor and partner at Stone Court Capital
  • Joe Mathieu, host of Bloomberg Balance of Power
  • Jeanne Sheehan Zaino, Bloomberg politics contributor and Iona University political science professor
  • Nancy Cook, Bloomberg News Senior national political correspondent
  • Greg Valliere, AGF Investments Chief U.S. Policy Strategist
  • Mick Mulroy, Lobo Institute co-founder
  • Jack Devine, Arkin Group President  

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Published 2024-07-12

Eli Lilly, Morphic Deal, Delta Earnings

36 min Transcript
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On this week’s podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly agreeing to buy U.S. gut-drug maker ‘Morphic’ for about $3.2 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Microsoft and Apple dropping plans to take board roles at OpenAI. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Delta Airlines earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q. Martin Tengler, Bloomberg BNEF Head of Hydrogen Research, discusses hydrogen, and why it’s important as we move towards a green future.

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 2024-07-12

U.S Consumer Sentiment Falls, Bank Earnings

45 min Transcript
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Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about a new AT&T hack. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Biden's news conference on Thursday. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, recaps this week's NATO summit.

Hosts: Alix Steel and John Tucker

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Published 2024-07-11

Citadel Trading Plan, U.S CPI, Delta Earnings

43 min Transcript
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Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Citadel Securities crafting a plan to shakeup banks' trading desks. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Steven Jacobs, President of Ten-X, talks about the state of commercial real estate. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks about Delta airlines earnings.

Hosts Paul Sweeney and Alix Steel

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Published 2024-07-10

OpenAI Board Plans, Powell House Testimony

16 min Transcript
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Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Microsoft and Apple dropping plans to take board roles at OpenAI. Steve Matthews, Bloomberg Federal Reserve Reporter, previews Fed Chair Jay Powell’s testimony before the House Financial Services Committee.

Hosts Paul Sweeney and Alix Steel

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Published 2024-07-08

Eli Lilly to Purchase Morphic, Green Hydrogen

47 min Transcript
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On today's podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly agreeing to buy Biotech company Morphic. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management. Sean O'Hara, President of Pacer ETFs, on current state of ETFs. Jared Dillian, author and Founder of The Daily Dirtnap, on what investors should be looking out for. And Martin Tengler, Bloomberg BNEF Head of Hydrogen, on US climate goals using clean hydrogen

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

On this weekend’s podcast: Dave Stephenson, Airbnb Chief Business Officer, on how Airbnb rentals has been impacted by the Paris 2024 Olympic Games. Edward Norton, actor and Founder of Zeck, on his cloud-based software platform transforming board meetings. Andrew John Stevenson, Bloomberg Intelligence Senior ESG Climate Analyst on the demise of the Chevron rule and what that means for climate goals. Peter Voser, ABB Chairman, on how his company is utilizing electrification and automation to enable a more sustainable and resource efficient future. John Ketchum, Chairman and President of Nextera Energy, on how his company is providing clean energy to residents in Florida. And Sung Choi, BloombergNEF Metals and Mining Analyst, on issues with supply and prices of metals used in the energy transition. 

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 2024-07-03

House Democrats Consider Demanding Biden Withdraw From Race

29 min Transcript
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On today's podcast: Bloomberg News Congressional Reporter Billy House on breaking news that House Democrats are considering demanding President Biden to withdraw from race. Bloomberg Intelligence US Media Analyst Geetha Ranganathan on Paramount's expected deal with Skydance Media. Bloomberg Equities reporter Alexandra Semenova on JPMorgan’s Kolanovic's Exit. And Steve MIller, Chairman of ISM on latest ISM data from June. Today's show is hosted by Tim Stenovec, Mike Regan and Alix Steel.

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Published 2024-07-02

Fed on Disinflationary Path, Airbnb CBO on Paris Rentals

30 min Transcript
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On this week’s podcast: Ira Jersey, Chief US Interest Rate Strategist, on the Fed's path to interest rate cuts this year after Fed Chair Jay Powell's panel in Europe. Ben Gliklich, CEO of Element Solutions on providing chemical technology that powers semiconductors. Andrew John Stevenson, BI Senior ESG Climate Analyst on the demise of the Chevron rule. And Dave Stephenson, Chief Business Officer at Airbnb, on how vacation rentals has been impacted by the Paris 2024 Olympic Games.

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 2024-07-01

2024 Hurricane Season, Latest on Boeing

17 min Transcript
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On this week’s podcast: Matthew Palazola, Bloomberg Intelligence Senior Analyst of P&C Insurance on Hurricane Beryl and an overview on the 2024 Hurricane Season. And George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst on Boeing's legal challenges and their plan to buy back Spirit AeroSystems. 

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 2024-07-01

Instant Reaction: Supreme Court Immunity Ruling

40 min Transcript
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The US Supreme Court ruled that Donald Trump has some immunity from criminal charges for trying to reverse the 2020 election results, all but ensuring that a trial won’t happen before the November election. The justices, voting 6-3 along ideological lines, said a federal appeals court was too categorical in rejecting Trump’s immunity arguments, ruling for the first time that former presidents are shielded from prosecution for some official acts taken while in office. Bloomberg's Paul Sweeney and Alix Steel get instant reaction.

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Published 2024-06-28

Apple EU Warning, Carnival Earnings

37 min Transcript
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On this week’s podcast: Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over alleged App store abuses. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses China floating perks for German carmakers in bid to stop EV levies. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America Restaurants and Foodservice. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses his Bloomberg Big Take story: “The Last 72 Hours of Archegos.” Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Bo Qin, Bloomberg BNEF Lead U.S Carbon Analyst, talks about the global carbon market and the price trends in the US and global market.

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 2024-06-28

SCOTUS Opinions, Debate Reaction

48 min Transcript
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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show and Anthony Sabino, Professor at St John’s University Tobin College of Business, discuss the Supreme Court overturning a Chevron rule. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Caroline Fredericson, Senior Fellow at Brennan and Strategic Councilor on Democracy and Power at Open Markets Institute, discuss a SCOTUS ruling backing a Jan 6th defendant. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses last night's U.S Presidential debate. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, talks about today’s economic data in the U.S.

Hosts: Alix Steel and Emily Graffeo

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Published 2024-06-28

Instant Reaction: 2024 CNN Presidential Debate

16 min Transcript
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Bloomberg's Joe Mathieu and Kailey Leinz recap the first 2024 presidential debate between President Joe Biden and former President Donald Trump. They receive additional analysis from Bloomberg Correspondent David Gura, Republican Strategist and Stone Court Capital Partner Rick Davis and Democratic Strategist and ROKK Solutions Partner Kristen Hawn.  

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Published 2024-06-27

SCOTUS Abortion Ruling, Walgreens and Micron Earnings

39 min Transcript
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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses today’s U.S Supreme Court ruling on abortion. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of today’s SCOTUS ruling on the Presidential election, and looks ahead to tonight's Presidential debate. Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, breaks down Micron earnings. Kate Richard, Founder and CEO of Warwick Investment Group, discusses investing in oil and gas and in energy transition metals. Jonathan Palmer, Senior Healthcare Analyst at Bloomberg Intelligence discusses Walgreens earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-06-26

Bloomberg Exclusive: Supreme Court Abortion Ruling

10 min Transcript
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 The US Supreme Court is poised to allow abortions in medical emergencies in Idaho, according to a copy of the opinion that was briefly posted on the court’s website. Bloomberg Law obtained a copy of the opinion, which would reinstate a lower court order that had ensured hospitals in the state could perform emergency abortions to protect the health of the mother. Bloomberg Law Host June Grasso and Michigan Attorney General Dana Nessel explain the decision to Bloomberg's Kailey Leinz and Joe Mathieu. 

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Published 2024-06-26

SCOTUS Social Media Ruling , FedEx Earnings

43 min Transcript
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*Live from Bloomberg Invest Event in NYC* 

Bloomberg’s John Tucker and June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discuss the US Supreme Court clearing the Biden administration to communicate freely with social media companies. Thomas Black, Bloomberg Opinion Columnist who covers logistics, manufacturing and aerospace, discusses FedEx earnings. Clark Cheng, CEO & Chief Investment Officer, at Merrimac Corporation, discusses a panel he’s speaking on about meeting the needs of the rising generation. Rebecca Lynn, Co-Founder & General Partner, at Canvas Ventures, discusses the current environment for private investment, and how AI is making its way into all corners of the market. Emily Green, Head of Wealth Management, at Ellevest, joins to discuss a nationwide survey across generations focused on the Great Wealth Transfer. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses the Bloomberg Big Take story: “The Last 72 Hours of Archegos.”

Hosts: Paul Sweeney and Alix Steel

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Published 2024-06-25

US Consumer Confidence Falls, Carnival Earnings

39 min Transcript
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*Live from Bloomberg Invest Event in NYC*

Dana Peterson, Chief Economist at the Conference Board, discusses the latest consumer confidence data. Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses Carnival earnings. Daniel Morillo, Co-Founder and Head of Quantitative Strategies, at Freestone Grove Partners, joins to discuss panel he is speaking on about the impact of artificial intelligence on the future of finance. Ed Cass, Chief Investment Officer, at CPP Investments, discusses his panel, and how the company is thinking about allocations to bonds, equities, and cash down the road. Kristin Roth DeClark, Global Head of Technology Investment Banking, at Barclays, discusses her panel about the role of private capital in technological innovation.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-06-24

CDK Hack, Apple EU Warning

45 min Transcript
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Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the state of EVs. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over App store abuses. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America restaurants and food service. Mike Hyter, President and CEO of the Executive Leadership Council (ELC,) discusses the most important issues the membership is dealing with today.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-06-21

Boeing Latest, Lennar Earnings

39 min Transcript
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On this week’s podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses this week’s Boeing whistleblower report. Mark Bergen, Bloomberg Technology Reporter, discusses the story he co-authored titled “Google DeepMind Shifts From Research Lab to AI Product Factory.” Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security at Johns Hopkins Bloomberg School of Public Health, talks about a flesh eating bacteria spreading in Japan. Girish Saligram, President and CEO at Weatherford International, discusses how his company is rebounding post-bankruptcy. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about BNEF's global long-term Electric vehicle forecast.

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 2024-06-21

SCOTUS Gun Ruling, ETF Reshuffle

42 min Transcript
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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Andrew Willinger, Executive Director, Duke Center for Firearms Law, discuss the U.S Supreme Court upholding a US gun ban in domestic violence cases. James Seyffart, Bloomberg Intelligence ETF Research Analyst, discusses a big reshuffle of a $71 billion ETF looming. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Canada reportedly preparing tariffs on Chinese EVs. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses her midyear uutlook for US Mortgage-Backed Securities.

Hosts: Paul Sweeney and Alix Steel

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Published 2024-06-20

SCOTUS Tax Ruling, US Housing

36 min Transcript
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June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses the latest SCOTUS ruling about a U.S tax on foreign business income. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses U.S Housing starts data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Dell saying that it’s building a “Dell AI factory” for Elon Musk’s startup xAI alongside Nvidia. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds taking on competitors with a new promotion. Thomas Healy, Founder and CEO of Hyliion, discusses the importance of capitalizing on off grid power generation.

Hosts: Paul Sweeney and Alix Steel

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