Shows / Bloomberg Intelligence

Bloomberg Intelligence
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
Bloomberg IntelligenceNot Confident on the U.S. Recovery or Dollar: BBH's Thin
Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under…
Bloomberg IntelligenceThe Value Gap To Growth Is About To Close: Federated's Orlando
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment…
Bloomberg IntelligenceKrispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic
Mike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times…
Bloomberg IntelligenceMarket Is Ripe For A Near-Term Pullback: Miller Tabak's Maley
Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the…
Bloomberg IntelligenceTrump Is Derailing, Perverting the Mission of the USPS: O'Brien
Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on…
Bloomberg IntelligenceUS-China Relations Are The Worst I've Ever Seen: Stephen Orlins
Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current…
Bloomberg IntelligenceApple Makes the Right Move at the Right Time: Wedbush's Ives
Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson…
Bloomberg IntelligenceBig 10 Defies Money, Politics to Protect Athletes: Nocera
Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International…
Bloomberg IntelligenceBiz Travel Downtrend Benefits Our Model: Booking CEO Fogel
Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa…
Bloomberg IntelligenceU.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO
Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle…
Bloomberg IntelligenceMonoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer
Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior…
Bloomberg IntelligenceCorporate Chieftains Should Talk Less, Pay More: Kaissar
Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine…
Bloomberg IntelligenceTrump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten
Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief…
Bloomberg IntelligenceA Tale of Two Cities Emerges In Commercial Real Estate
Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real…
Bloomberg IntelligenceWhy A TikTok-Microsoft Deal Solves A Lot of Problems
Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum…
Bloomberg IntelligenceFAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives
Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling &…
Bloomberg IntelligenceKodak Craziness Is Captured in One Word. Really?: Max Nisen
Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David…
Bloomberg IntelligenceKocherlakota: Fed Needs to Target Employment, Not Inflation
Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his…
Bloomberg IntelligenceBitcoin Heading to 11,000 As Adoption Picks Up: McGlone
Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on gold's strength, and why bitcoin is heading higher. Rania Sedhom, Managing Partner of Sedhom…
Bloomberg IntelligenceEuro Relief Plan Gave Market Permission To Sell Dollar: Juckes
Kit Juckes, Chief FX Strategist for Societe Generale, on the dollar drop and gold frenzy. Jonathan Bernstein, Bloomberg Opinion politics columnist, discusses…
Bloomberg IntelligenceCovid-19 Has Power To Break The Sports World: Joe Nocera
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Covid-19 Has the Power to Break the Sports World. Stephen Dover, Head of Equities at Franklin…
Bloomberg IntelligenceTesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson
Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on…
Bloomberg IntelligenceThe U.S. Housing Market Is Most Outperforming Sector In World
Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for…
Bloomberg IntelligencePfizer May Have the Edge Over Moderna In Vaccine Race
Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on…
Bloomberg IntelligenceThe Impact of COVID-19 on Business Travel
Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals…
Bloomberg IntelligenceGen-Z Is Looking To Juice Gains With Stocks, Options Trading
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Gen-Z's adoption of volatility in stock trading. Laura Davison, Bloomberg Congressional tax…
Bloomberg IntelligenceVaccine Is 'Strategic Asset' That Hackers Will Target: Clint Watts
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent, on the massive Twitter hack, and hackers trying to…
Bloomberg IntelligenceAmerica's $2 Trillion Rescue Leaves Black Neighborhoods Behind
Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind…
Bloomberg IntelligenceThe Real Problem Facing Sports Is Weakened Sponsorship
Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and…
Bloomberg IntelligenceWhy Homebuilder Taylor Morrison Just Had Its Best Month Ever
Sheryl Palmer, Chairman and CEO of homebuilder Taylor Morrison, discusses why they just had their best month in company history. Jim Vogel, Executive VP and…
Bloomberg IntelligenceRemdesivir Needs More Trials Before Going All In: MMKCC's Bach
Dr. Peter Bach, Director of Memorial Sloan Kettering’s Center for Health Policy and Outcomes, on his column: "Hospitals Need to Study How Well Remdesivir…
Bloomberg IntelligenceSCOTUS Trump Rulings Put Congressional Authority Into Question
Analysis of the Supreme Court's highly anticipated decisions on Trump's financial records with June Grasso, legal analyst and host of Bloomberg Law, and…
Bloomberg IntelligenceThe Bad Economy Really Is Trump’s Fault: Matt Winkler
Matt Winkler, co-Founder of Bloomberg News and Editor-in-Chief Emeritus, discusses his column: "The Bad Economy Really Is Trump’s Fault." Bess Freedman, CEO of…
Bloomberg IntelligenceCalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market
Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg…
Bloomberg IntelligenceMost Employers Won't Be Covid Testing Returning Workers
Emma Court, health care reporter for Bloomberg, on employers finding covid testing to be more trouble that its worth. Stephen Schork, President of the Schork…
Bloomberg IntelligenceJob Gains Are A Mirage Until Stimulus Runs Out: LaSalle CEO
Tom Gimbel, CEO of global staffing company LaSalle Network, on what he's seeing on the hiring front. Danielle DiMartino Booth, CEO and Chief Strategist for…
Bloomberg IntelligenceFormer SBA Head Sees 20-30% of Small Businesses Failing
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the success of the PPP program, and what could help further. Andy…
Bloomberg Intelligence'Inexplicable' Lack of US Response to Russia Bounties: Stavridis
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Taliban Bounties Would Be a…
Bloomberg IntelligenceThe Upcoming Fiscal Cliffs For Consumers: Deutsche Bank's Slok
Torsten Slok, Chief Economist at Deutsche Bank AG, on the two upcoming fiscal cliffs for consumers. Lauren Sauer, Johns Hopkins University Assistant Professor…
Bloomberg IntelligenceWall Street Has Failed People of Color, Despite Pledges
Michelle Davis, Bloomberg finance reporter, on why Black employees aren't sure if Wall Street will confront its failures on race. Mark Douglas, CEO of…
Bloomberg IntelligenceLabor Secretary Scalia's 'Double Talk' Is Shocking: Ritholtz
U.S. Labor Secretary Eugene Scalia discusses jobs and reopening with Bloomberg's Alix Steele and Guy Johnson, and Barry Ritholtz, Founder of Ritholtz Wealth…
Bloomberg IntelligenceStimulus Has Obscured The Health of Credit Assets: TCW's Rivelle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former…
Bloomberg IntelligenceUp To 40% Of NYC Restaurants May Not Come Back
Kate Krader, Food Editor for Bloomberg Pursuits, on how restaurants are opening in NYC, and the dire outlook for restaurants worldwide. Nick Colas, co-Founder…
Bloomberg IntelligenceTikTok's Viral Distribution Power Rattles Trump Campaign Rally
Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the…
Bloomberg IntelligenceWhy Millions of People Have Dived Into Day Trading
Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin…
Bloomberg IntelligenceYale's Roach Sees a Dollar Decline of 35% Over Next 5 Years
Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will…
Bloomberg IntelligenceTrillions In Stimulus Going Out The Door Without Any Oversight
Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump…
Bloomberg IntelligenceFed Stretches Bounds In Corporate Bond Purchases: BI's Jersey
Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews…
Bloomberg IntelligenceElon Musk Takes a Gamble as Insurance Rates Skyrocket
Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris…
Bloomberg IntelligenceLowering S&P Target to 3,100 By December: Stifel's Bannister
Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor…
Bloomberg IntelligenceLargest NY Hospital System Sees Return of Patients, Surgeries
Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack…
Bloomberg IntelligenceWe're Looking At A Secular Shift To Lower Rates: PGIM's Tipp
Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on…
Bloomberg IntelligenceWhy Military Leaders Like Me Are Speaking Out: James Stavridis
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me…
Bloomberg IntelligenceNot Much Strategic Sense To An AstraZeneca-Gilead Deal
Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO…
Bloomberg IntelligenceTroubling Signs Lurk Within Shocking Job Gains: LaSalle CEO
Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at…
Bloomberg IntelligenceA Real Leader Is Needed To Deliver Vital Changes: David McCourt
David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of…
Bloomberg IntelligenceYes, Trump Can Send In The Military But Probably Won't: Feldman
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva…
Bloomberg IntelligenceIt's A Borrower's Bond Market, As Amazon Scores Record Low Rates.
Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why…
Bloomberg IntelligenceVery Worried About 'Powder Keg' Brewing In US: Terrorism Expert Watts
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and…
Bloomberg IntelligenceWhy Fed Yield Curve Control Is Price Fixing: Jim Bianco
Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously…