Search this show’s transcripts

Bloomberg Intelligence

en us
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.

Episodes

Page 17 · 50 per page

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

Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down McDonalds earnings.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-29

Instant Reaction: Paramount CEO Bob Bakish Is Out

9 min Transcript
View

Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior executives — film and kids programming chief Brian Robbins, Showtime/MTV head Chris McCarthy and George Cheeks, who leads CBS — will run the company, according to a statement released Monday.

Bloomberg TV and Radio hosts Romaine Bostick, Scarlet Fu, Tim Stenovec and Emily Graffeo discuss the news. Then, Tim and Emily speak with Bloomberg News Entertainment Editor Chris Palmeri for analysis and reaction.  

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-29

Elon Musk Visits China, Apple iPad Hit by EU Rules

42 min Transcript
View

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

Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s quick visit to China paying immediate dividends. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPad being hit by strict EU rules. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the fixed income space. Pol Lezcano, BloombergBNEF Senior Associate, talks about the latest on new US tariffs on solar imports. 

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-26

Tesla, Boeing, UPS Earnings, Morning Consult Poll

39 min Transcript
View

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

On this week’s podcast, hosts Paul Sweeney and Guest-Host Molly Smith speak with Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, on Tesla earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, talk about how Salesforce’s takeover talks with Informatica are said to be cooling off. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Gregory Korte, Bloomberg News White House and Political Correspondent, talks about the latest Bloomberg News morning consult poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, breaks down Boeing earnings. AstraZeneca CEO Pascal Soriot, discusses earnings from AstraZeneca.

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.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-26

Exxon Plunges, PCE Rises, Tech Earnings

41 min Transcript
View

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

Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst (Oil & Gas,) discusses Exxon and Chevron earnings. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, recap Microsoft and Alphabet earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market.

Hosts: Paul Sweeney and Emily Graffeo

See omnystudio.com/listener for privacy information.

Extract Knowledge

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. 

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-25

Instant Reaction: Alphabet, Microsoft Beat Estimates

18 min Transcript
View

The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group.

For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital. 

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-25

Meta Misfire, Market Selloff

47 min Transcript
View

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

David Kirkpatrick, Founder of Techonomy, recaps Meta earnings, and also previews Alphabet and Microsoft earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss economic data in U.S. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about today’s market selloff. James Abate, Managing Director & Chief Investment Officer, at Centre Asset Management, discusses the latest on the markets. Pascal Soriot, CEO of AstraZeneca, discusses AstraZeneca earnings.

Hosts: Paul Sweeney and Molly Smith

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-24

Instant Reaction: Meta's Outlook Spooks Investors

14 min Transcript
View

Meta Platforms Inc. increased its spending estimates for the year and projected second quarter sales that were below Wall Street’s expectations, once again raising questions about whether its futuristic tech bets will pay off for investors.

Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News contributor Jon Erlichman and Bloomberg Intelligence senior analyst Mandeep Singh for instant analysis and reaction.  

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-24

Boeing Cash Burn, Tesla Earnings

48 min Transcript
View

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

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to preview Meta earnings and discuss the potential impact of a TikTok ban. Gregory Korte, Bloomberg News White House and Political Correspondent, discusses the latest Bloomberg News morning consult poll. Jennifer Grancio, TCW Global Head of Distribution, discusses her outlook for the ETF sector.

Hosts: Paul Sweeney and Molly Smith

See omnystudio.com/listener for privacy information.

Extract Knowledge

Tesla says it will accelerate the launch of more affordable models after reporting worse-than-expected profit and revenue for a third consecutive quarter. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology co-host Ed Ludlow for instant analysis and reaction. 

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-23

iPhone Sales Fall in China, Tesla Preview

40 min Transcript
View

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

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple's iPhone sales falling in China. Garrett Nelson, Vice President and Senior Equity Analyst at CFRA Research, previews Tesla earnings after the closing bell. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, talks about S&P Global US Composite PMI data. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the latest on TikTok.

Hosts: Paul Sweeney and Emily Graffeo

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-22

Tesla Price Cuts, Verizon Earnings

42 min Transcript
View

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

Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about Verizon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, will discuss why Salesforce’s takeover talks with Informatica are said to be cooling off. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the market. David Doherty, Bloomberg BNEF Head of Oil and Renewable Fuels Research, talks about how mideast tensions are impacting oil prices.

Hosts: Paul Sweeney and Manus Cranny

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-19

Tesla Layoffs, Blackstone Earnings, Energy in Focus

38 min Transcript
View

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

On this week’s podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, joins to talk Blackstone earnings. From the BloombergNEF annual energy and climate summit, Paul and Alix speak with David Crane, Under Secretary for Infrastructure at the U.S Department of Energy, Pedro Pizarro, President and CEO OF Edison International, Jeff Gustavson, President of Chevron New Energies, and Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation Energy.

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.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-19

L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

45 min Transcript
View

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

Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, joins to talk about L'Oreal earnings. Ethan Bronner, Bloomberg Israel Bureau Chief and Senior Mideast Editor, discusses the latest on Mideast tensions. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her outlook for the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins for a conversation on markets

Hosts: Paul Sweeney and Dani Burger

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-18

Netflix Crushes Subscriber Estimates: Reaction and Analysis

21 min Transcript
View

Netflix posted its best start to the year since 2020, attracting more new customers than anyone expected thanks to a strong slate of original programs and a crackdown on password sharing. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec discuss with Bloomberg Surveillance co-host Paul Sweeney, Bloomberg earnings reporter Redd Brown and Bloomberg Intelligence senior US media analyst Geetha Ranganathan for reaction and analysis.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-18

U.S Existing Home Sales Fall, Alaska Air Profit Forecast

39 min Transcript
View

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

Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses existing home sales data. Dana Peterson, Chief Economist at the Conference Board, discusses the latest data from US Leading Economic Index. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Alaska Air earnings. Mark Douglas, President and CEO of MNTN, previews Netflix earnings after the closing bell. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-17

Elon Musk Pay, Energy in Focus

46 min Transcript
View

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

Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla asking shareholders to vote again on its compensation package for Elon Musk. Jeff Gustavson, President of Chevron New Energies, to discuss why Chevron believes the future of energy is lower carbon. Andy Vesey, President and CEO of Fortescue Industries, discusses hydrogen. Anna Mascolo, Shell Executive Vice President, discusses the company’s strategic approach to the energy transition, and the need for collaboration across sectors. Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation, discusses shifts in America’s green hydrogen landscape, and the significance of hydrogen for the nuclear industry.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-16

U.S Bank Earnings, Energy in Focus

46 min Transcript
View

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

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanley earnings. David Crane, Under Secretary for Infrastructure, at the U.S Department of Energy (DOE) discusses a recent grid modernization report launched by the DOE. Pedro Pizarro, Edison President and CEO, talks about Edison modeling for a net-zero economy by 2045. Amanda Peterson Corio, Global Head of Data Center Energy at Google, discusses the company’s initiative with Microsoft and Nucor, along with a new approach to buying and selling clean energy co-developed with LevelTenEnergy. Ethan Zindler, Climate Counselor at the US Department of Treasury, talks about what the U.S Treasury is doing on climate risk.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-15

Tesla Layoffs, Iran Attack

42 min Transcript
View

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

Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla’s layoffs and management shakeup. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the geopolitical implications of Iran’s attack on Israel. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, discusses the latest on the markets. Ellen Wald, President of Transversal Consulting, joins to discuss the impact of mideast tensions on oil prices. Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses Mideast tensions.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-12

Apple iPhone, Boeing Troubles, EV Charging

39 min Transcript
View

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

On this week’s podcast, Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s India iPhone output. Sheridan Prasso, Bloomberg News Senior Investigations Writer, talks about the Bloomberg Big Take story: “Iran’s Better Stealthier Drones Are remaking Global Warfare.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing deliveries. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, talks about EV charging and how companies are struggling to turn a profit. Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, talks about earnings from Constellation Brands. Jason Kelly, Chief Correspondent for Bloomberg Originals and former baseball star Alex Rodriguez, discuss the state of sports, and some the dealmaking that stands out.

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.

See omnystudio.com/listener for privacy information.

Extract Knowledge

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

Alex Longley, Bloomberg Oil Trader Reporter, discusses oil prices jumping as Israel braces for a possible attack from Iran. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Hessam Nadji, CEO of Marcus & Millichap, joins to discuss recent U.S economic data, and the latest in commercial real estate. Aaron Jagdfeld, CEO of Generac (NYSE:GNRC) discusses the growing imbalance of energy supply

Hosts: Alix Steel and Molly Smith

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-11

A-Rod Convo, Amazon Shareholder Letter

43 min Transcript
View

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

Jason Kelly, Bloomberg Originals Chief Correspondent, and former baseball star Alex Rodriguez discuss the latest episode of the new podcast ‘The Deal with Alex Rodriguez and Jason Kelly.' Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's shareholder letter. Bloomberg News Personal Finance Reporters Paulina Cachero and Francesca Maglione, talk about the Bloomberg Big Take story: “For Ivy League Rejects, Public School is Next Best Bet.” Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation earnings.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-10

Apple Ramps Up India iPhones, Hot U.S CPI Reading

41 min Transcript
View

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

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPhone output in India. Frances Donald, Global Chief Economist and Strategist for Manulife Investment Management, discusses U.S CPI data. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Sally Bakewell, Bloomberg US Finance Team Leader, discusses why U.S banks may redo key profit guidance.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-09

Boeing 737 Max Crisis Weighs on Deliveries

45 min Transcript
View

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

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst,  discusses Boeing's first quarter deliveries. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses L’Occitane and Blackstone reportedly nearing a deal to take the skin-care company private. Ruben Hovhannisyan, Generalist Portfolio Manager in TCW’s fixed income group, discusses the latest from the fixed income space. Sheridan Prasso, Bloomberg News Senior Investigations Writer, discusses the Big Take column: “Iran’s Better, Stealthier Drones Are Remaking Global Warfare.” Nancy Daoud, Private Wealth Advisor at Ameriprise Financial, and CEO of Opus: Advice First, discusses her outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-08

Dimon Annual Letter, EV Charging Profit

41 min Transcript
View

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

Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Jamie Dimon's Annual Letter, and looks ahead to this week’s bank earnings. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, talks about how EV charging companies are finally turning a profit. Ann Berry, Founder and Managing Partner at Threadneedle, discusses the latest on the markets.
Julie Fine, Bloomberg Texas Bureau Chief, discusses today’s solar eclipse in North America. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-05

Disney Shareholder Meeting, Tesla Deliveries Miss

39 min Transcript
View

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

On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeting. Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter. Steve Man, Global Autos and Industrials Research Analyst, talks about Tesla deliveries. Matt Winkler, Editor in Chief Emeritus at Bloomberg News, discusses his column on swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-05

NY Area Quake, March Jobs Report

37 min Transcript
View

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

Brandon Sapienza, Bloomberg Deputy Team Leader for US and International Breaking News, discusses breaking news of the NY area being hit by the biggest quake in 140 years. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the March jobs report and employment trends. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, joins to discuss the March jobs report, and hiring in the US. Eric Kazatsky, Bloomberg Intelligence Senior Municipal Bond Strategist, joins to discuss the latest on the muni bond market.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-04

Disney Wins Proxy Fight, Hertz Troubles

44 min Transcript
View

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

Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney's annual shareholder meeting. Todd Becker, President and CEO at Green Plains, joins the program to discuss the latest in the energy space. Erik Schatzker, Bloomberg New Economy Editorial Director, discusses his column: “Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.” Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses the latest on Apple and Alphabet. Jason Kelly, Bloomberg Originals Chief Correspondent, discusses the latest episode of his new podcast ‘The Deal with Alex Rodriguez and Jason Kelly.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-03

U.S Services Growth Cools, 10 Companies to Watch

39 min Transcript
View

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

Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Tim Craighead, Bloomberg Intelligence Research Director for Content, talks about his column on “Houses, Hotels, Software and Tires: 10 Companies to Watch Now.” Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.  Matt Winkler, Bloomberg News Editor and Chief Emeritus, joins to discuss his latest column: “Biden's Record Jobs Power Swing State Georgia.” Michael Stubblefield, President and CEO at Avantor, discusses opportunities in the life sciences industry, and what will fuel the company's continued growth.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-02

Tesla's Biggest Deliveries Miss Yet

45 min Transcript
View

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

Steve Man, Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s support levels. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to look at this week's economic data in the U.S. Lukasz Tomicki, Founder and Managing Partner, at LRT Capital Management, discusses the latest on the markets.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-04-01

U.S Factory Index Rises, Tesla Worries

42 min Transcript
View

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

Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM manufacturing data. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses the latest at UPS and FedEx. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Steve Man, Global Autos and Industrials Research Analyst, discusses the latest on Tesla. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-29

Instant Reaction: Inflation Data

29 min Transcript
View

Bloomberg's Nathan Hager breaks down the latest PCE data with Bloomberg Economics and Policy Editor Michael McKee. Plus, reaction to the data from Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House.  

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-28

Robinhood Credit Card, Boeing Shuffle

38 min Transcript
View

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

On this week’s podcast, RobinHood Co-Founder and CEO Vlad Tenev, discusses Robinhood’s new credit card. Mark Niquette, Bloomberg Real Economy Team Reporter, joins to talk about the latest Morning Consult poll. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing’s leadership overhaul. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple iPhone shipments falling in China. Jody Lurie, Bloomberg Intelligence Credit Analyst, talks about Carnival earnings. Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analyst, discusses Novo Nordisk agreeing to buy Cardior Pharmaceuticals for up to $1.1 billion

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.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-28

Home Depot to Buy SRS , Amazon-Anthropic Tie-Up

42 min Transcript
View

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

Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot saying they will buy the roof supply firm, SRS. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss U.S eco data and the Fed. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about Amazon’s investment in Anthropic. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the column: "Bankman-Fried’s Original Sin at FTX Is Trouble for All of Crypto."

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-28

INSTANT REACTION: Bankman-Fried Sentenced to 25 Years

19 min Transcript
View

FTX co-founder Sam Bankman-Fried was sentenced to 25 years in prison for stealing billions of dollars from customers, marking the final chapter in a case that has both captivated and overshadowed the crypto industry. Bloomberg Radio hosts Paul Sweeney, Alix Steel, Joe Mathieu and Kailey Leinz discuss, with instant reaction and analysis from Bloomberg Law host June Grasso and Bloomberg News legal editor Peter Jeffrey. 

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-27

Robinhood Unveils Credit Card, Carnival Earnings

44 min Transcript
View

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

Robinhood Markets CEO and Co-Founder Vlad Tenev, discusses the company’s new credit card. Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses how reinsurers could bear the brunt of Baltimore bridge collapse claims. Jody Lurie, Bloomberg Intelligence Credit Analyst, joins the program to break down Carnival earnings. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about how UBS will sell $8 Billion in loans to Apollo. Erik Larson, Bloomberg Legal Reporter, discusses his Big Take piece: “Donald Trump Is Richer Than Ever — Yet Still Strapped For Cash.”

Hosts: Paul Sweeney and Bailey Lipschultz

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-26

iPhone Shipments Fall in China , Baltimore Bridge Collapse

34 min Transcript
View

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

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss iPhone shipments falling in China. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses the economic implications of the Baltimore bridge collapse. Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Mark Niquette, Bloomberg Real Economy Team Reporter, talks about the latest Morning Consult Poll.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-25

Boeing CEO to Step Down in Overhaul

39 min Transcript
View

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

George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing saying its’ CEO Dave Calhoun is stepping down. Erik Larson, Bloomberg Legal Reporter, talks about Donald Trump’s bond being reduced to $175 million as he appeals a NY Fine. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook on the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple, Google, and Meta being probed by the EU. Joe DaGrosa, Chairman and CEO of Axxes Capital, discusses the latest on the markets. 

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-22

Unilever Split, Boeing Latest, Intel Grant

39 min Transcript
View

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

On this week’s podcast, Bloomberg Intelligence analysts Deborah Aitken and Duncan Fox, discuss Unilever separating ice cream business. Madison Muller, Bloomberg News Health Reporter, talks about Oprah’s role with Eli Lilly and Novo Nordisk. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing predicting a massive cash drain. Mackenzie Hawkins, Bloomberg News US Industrial Reporter, talks about Intel’s grant from the U.S government. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses a potential TikTok ban in the U.S. Jim Fitterling, CEO of the Dow chemical company, discusses high power prices in Europe.

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.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-22

Nike Sales Warning, U.S House Passes Spending Bill

46 min Transcript
View

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

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, joins to break down Nike and Lululemon earnings. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses FedEx earnings. Steve Man, Global Autos and Industrials Research Analyst, discusses Tesla cutting output at its plant in China. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Reddit's first day of U.S trading. Jeanne Sheehan Zaino, Professor, Bloomberg Politics Contributor, and author of "American Democracy in Crisis, discusses the U.S House passing a $1.2 trillion government funding bill.

Hosts: Paul Sweeney and Michael Regan

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-21

DOJ Sues Apple, Reddit IPO

34 min Transcript
View

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

Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses the US Justice Department suing Apple. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Reddit's U.S IPO. Chris Williamson, Chief Business Economist, at S&P Global Market Intelligence, discusses S&P Manufacturing/Service/Composite PMI data. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Eric Hansotia, AGCO CEO, discusses the strategic reasons behind AGCO’s pursuit of the largest ag tech deal ever.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

Extract Knowledge

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

Today's episode features:

  • Bailey Lipschultz, Bloomberg News IPO Reporter, on the Reddit IPO  
  • Mackenzie Hawkins, Bloomberg News US industrial reporter on Intel and Huawei 
  • George Ferguson, Bloomberg Intelligence Airline analyst on Boeing's Cash Drain  
  • Deborah Aitken, Bloomberg Intelligence Luxury Goods analyst, on Gucci 

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-19

Dow Chemical, Fed Decision, Oprah

40 min Transcript
View

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

Featuring:

  • Dow CEO Jim Fitterling 
  • Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest Fed commentary, preview Fed day.
  •  Phil Orlando, Chief Equity Strategist with Federates Hermes on the markets  
  •  Madison Muller, Bloomberg News health reporter, on how Oprah became weight-loss drugs unoffcial spokeswoman 

Hosted by Paul Sweeney and Molly Smith

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-18

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

41 min Transcript
View

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

On this week’s podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the potential Apple-Google gen-AI pact. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks the latest on the bond market. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, explains the latest with TikTok and the potential for a ban in the US. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. And we get the latest on regional banks with Bloomberg Intelligence Senior Analyst for US Regional Banks, Herman Chan. 

Hosts: Paul Sweeney and John Tucker

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.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2024-03-15

Kohl’s, Oracle Earnings , Boeing Troubles

38 min Transcript
View

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

On this week’s podcast, Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how challenges at Boeing will impact the U.S airline market going forward. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses her outlook for ESG ETFs in 2024. Brody Ford, Bloomberg Tech Reporter, discusses Oracle earnings. Gautam Naik, Bloomberg Senior Editor covering ESG Investing, discusses his Big Take story “How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophe’s.”

Hosts: Alix Steel and Jennifer Ryan

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.



See omnystudio.com/listener for privacy information.

Extract Knowledge
Show details
Episodes
3515
Transcripts
3513
100% coverage
Missing transcripts
2
With chapters
0