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 IntelligenceForty Percent of Bars In U.S. May Not Make It: Ritholtz
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the grim future for the U.S. bar…
Bloomberg IntelligenceTwitter Faces Slippery Slope With Fact-Checking: SocialFlow CEO
Jim Anderson, CEO of SocialFlow, on Trump threatening to shut down Twitter and social media after receiving a fact-checking label. Robert Kelchen, Associate…
Bloomberg IntelligenceWhy Online Education Should Come With An Online Price
Cathy O'Neil, mathematician and Bloomberg Opinion columnist, discusses her column, "Covid-19 Will Make Colleges Prove Their Worth." Michael Hirson, Practice…
Bloomberg IntelligenceWhy Lockdowns Haven’t Proved They’re Worth the Havoc
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Lockdowns Haven’t Proved They’re Worth the Havoc. Twenty co-founder Jared Allgood, discusses…
Bloomberg IntelligenceChina Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO
Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny…
Bloomberg IntelligenceNow Is The Time To Disrupt Your Business Model: Travelocity Founder
Terry Jones, founder of Travelocity and co-founder of Kayak.com, to discuss why now is a good time for company leaders to innovate their business plans. RJ…
Bloomberg IntelligenceModerna Vaccine Holds Promise But In Very, VERY Early Days
Max Nisen, Bloomberg Opinion biotech, pharma and health care columnist, discusses why it's still early days for Moderna's virus vaccine. Lisa Knee, co-leader…
Bloomberg IntelligenceChina Mostly Views Trump's Latest Salvo As Empty Rhetoric
Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting…
Bloomberg IntelligencePandemic Could Create Industries We're Not Yet Aware Of
Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce…
Bloomberg IntelligencePowell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta
Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private…
Bloomberg IntelligenceGlobal Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset
Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO…
Bloomberg IntelligenceAirline Traffic May Not Recover 2019 Levels Until 2025
George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan…
Bloomberg IntelligencePapa John's Just Hired Over 12,000 People: CEO Lynch
Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief…
Bloomberg IntelligenceWhy Stocks Are Rising While Economy Crashes: Paul Krugman
Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going…
Bloomberg IntelligenceJPM's Kelly: Expect Another Wave Down In Stock Market
David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak…
Bloomberg IntelligenceChina Can't Recover Economy Until Rest Of World Recovers
Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara…
Bloomberg IntelligenceThe Fed Should Go Negative: Former Fed President Kocherlakota
Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the…
Bloomberg IntelligenceThis Market Looks A Lot Like Q2 2008: JPM's Bob Michele
Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets…
Bloomberg IntelligenceGilead Virus Treatment Is Promising But No Silver Bullet Yet
Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief…
Bloomberg IntelligenceDespite All the Noise, PPE Is Only 1% of 3M's Bottom Line
Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a…
Bloomberg IntelligenceTrump Threatens Post Office As Way To Settle Amazon Score
Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at…
Bloomberg IntelligenceWe're Built For A Time Like This: New York Life CEO
Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for…
Bloomberg IntelligenceHome Health Care Referrals Are Surging: BrightStar Care CEO
Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch…
Bloomberg IntelligenceI Can't Remember A More Difficult Time For EM: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy…
Bloomberg IntelligenceSaudis Go In For The Kill As They Target U.S. Oil Producers
John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland…
Bloomberg IntelligenceFlattened Curve Doesn't Mean The Dying Is Ending Anytime Soon
Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for…
Bloomberg IntelligenceThe Pandemic Could End Shareholder Supremacy For Good: Joe Nocera
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for…
Bloomberg IntelligenceYears Before U.S. Gets Full Employment Back: HFE's Weinberg
Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of…
Bloomberg IntelligenceFinTech Is Game Changer For Small Business Relief: Former SBA Head
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz…
Bloomberg IntelligenceRelief Money Is Flowing Into Small Businesses: ConnectOne CEO
Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global…
Bloomberg IntelligenceSoftware Will Be Near-Term Tech Outperformer: Wedbush's Ives
Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager…
Bloomberg IntelligenceFed Defies Skeptics With Dynamic Response: BI's Riccadonna
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth…
Bloomberg IntelligenceFed Cannot Cross Red, Dark Line To Support Junk Debt: Booth
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed…
Bloomberg IntelligenceSquare Working With Government to Speed Up Small Business Payments
Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies…
Bloomberg IntelligenceRetailers Face Long, Tough Road As Unsold Inventory Builds
James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief…
Bloomberg IntelligenceStaffing CEO Sees Unemployment Maxing Out At 13-15%
Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics…
Bloomberg IntelligenceOil Price Could Revisit 1986 Low of $9.75: Stephen Schork
Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital…
Bloomberg IntelligenceWestern Asset Sifting For Opportunities Amid Credit Rubble
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board…
Bloomberg IntelligenceU.S. Recovery Not Likely Until End of Q3: Bart Van Ark
Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil…
Bloomberg IntelligenceCommercial Real Estate Set Up For 'Profound' Recovery: MMI CEO
Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and…
Bloomberg IntelligenceCasual Dining Chains Could Lose 75% of Sales: BI's Halen
Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging…
Bloomberg IntelligenceStructural Changes To Society Will Reshape Post-Virus Economy
Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen…
Bloomberg IntelligenceFed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market…
Bloomberg IntelligenceAmerican Consumers Weakening Even Before Virus: DB's Slok
Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on…
Bloomberg IntelligenceWant Ventilators? Roll Back Trump's Tariffs
Brooke Sutherland, Bloomberg Opinion industrials columnist, on her new column: "Want Ventilators? Roll Back Trump’s Tariffs." Meghan L. O’Sullivan, Professor…
Bloomberg IntelligenceETFs Provided Key Liquidity Amid Turmoil: BlackRock's Cohen
Samara Cohen, Head of iShares Global Markets at BlackRock, on what’s happening in the ETF trading complex. Bart Van Ark, Chief Economist at the Conference…
Bloomberg IntelligenceDysfunctional Bond-Market May Be Worse Than 2008
Jim Bianco, President and Founder of Bianco Research, discusses the dysfunction in credit markets. Tom McGee, President and Chief Executive Officer of the…
Bloomberg IntelligenceOnly Way To Defeat Virus Is To Self-Isolate: Former Medicare Head
Andy Slavitt, Former Acting Administrator for Medicare and Medicaid Services, on asking Americans to stay home, and upcoming strain on the U.S. health care…
Bloomberg IntelligenceWhy Banks Must Lend To Those People They Normally Wouldn't
Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity…
Bloomberg IntelligencePeople Made Bad Bets, And Now They Need Cash To Cover It
Steve Blitz, Chief U.S Economist at TS Lombard, on central banks and the Fed QE plan. Marian Harkin, Irish Parliament member and former member of the European…
Bloomberg IntelligenceNBA Suspension Costs Lebron James $404K Per Game
Scott Soshnick, Bloomberg sports columnist, on the NBA suspending their season. Welles Fitzpatrick, Managing Director, E&P Research at SunTrust Robinson…
Bloomberg IntelligenceMarkets Tanking On Leadership Deficit In Washington: Schenker
Marty Schenker, Chief Content Officer for Bloomberg, on how markets are reacting to the Trump Administration's coronavirus response. Bill Smead, CEO and CIO of…
Bloomberg IntelligenceSaudi Pricing Power To Trigger Shale Patch Carnage
John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and…
Bloomberg IntelligenceStocks Plunge Amid Oil Shock
Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and…
Bloomberg IntelligencePGIM Is Selectively Buying Dip In Credit: Collins (Podcast)
Mike Collins, Managing Director and Senior Portfolio Manager at PGIM Fixed Income, and Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Intelligence…
Bloomberg IntelligenceOPEC Can't Fix Oil Demand Destruction: KPMG's Mayor
Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors…
Bloomberg IntelligenceDon't Refinance Your House Just Yet, Rates Going Lower
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the…
Bloomberg IntelligenceFed Did Exactly What They Needed To Do: JPM's Michele
Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and…
Bloomberg IntelligenceChina Beige Book: Could See China Growth Under 2%
Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion…
Bloomberg IntelligencePGIM's Tipp: Virus Won't Likely Send US To Recession
Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents…