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 IntelligenceDon't See More Than 50bp Emergency Cut: Amundi's Todd
Christine Todd, Senior Managing Director & Head of U.S. Fixed Income at Amundi Pioneer, discusses how she's playing the sell-off. Ben Holland, Political…
Bloomberg IntelligenceMarket Favors Investors Willing To Accept Equity Risk
Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment…
Bloomberg IntelligenceFed Should Cut Rates Now: Narayana Kocherlakota
Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim…
Bloomberg IntelligenceRekindled China Trade Uncertainty Amps Flight To Gold
Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the…
Bloomberg IntelligenceGeoQuant Model Predicts Trump Wins In Bernie Matchup
Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global…
Bloomberg IntelligenceFacebook Had Profound Role In Enabling Trump: McNamee
Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's…
Bloomberg IntelligenceMarkets Expect Mid-Year Snapback From Coronavirus
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the…
Bloomberg IntelligenceWe Actually Can't Afford To Have Higher Rates: Axel Merk
Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle…
Bloomberg IntelligenceWe're Arming The Rebels Of Amazon: Shopify COO
Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view…
Bloomberg IntelligenceWhy Bernie Sanders May Be Best For Stock Market: Kaissar
Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul…
Bloomberg IntelligenceApple's Low-Cost iPhone Rollout At Risk From Virus
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott…
Bloomberg IntelligenceThe World Isn’t Ready For The Next Global Virus Outbreak (Podcast)
Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam…
Bloomberg IntelligenceCoronavirus Won't Be The Thing To Cause A Recession
Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National…
Bloomberg IntelligenceThe Chemicals in America's Drinking Water Are A Crisis
Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the…
Bloomberg IntelligenceAt Peak Of Streaming Wars in 2020: LUMA's Kawaja
Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on…
Bloomberg IntelligenceChina Sell-Off Is Buying Opportunity: KraneShares CIO
Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of…
Bloomberg IntelligenceWhen WHO Sounds The Alarm, History Shows It's Time To Dip In
David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil…
Bloomberg IntelligenceMicrosoft Is One of Best Tech Turnarounds In Last 20 Years
Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund…
Bloomberg IntelligenceIndustrial Recession In The U.S. Is Not Over: Booth
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses…
Bloomberg Intelligence'Missing Inflation' Is Seen In Asset Prices: Shalett
Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom…
Bloomberg IntelligenceStock Buying Opportunity Isn't Here Yet: Hugh Johnson
Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for…
Bloomberg IntelligencePenn Mutual Is Selling HY Bonds, Opting for IG: CIO
Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult…
Bloomberg IntelligenceMinsky Moment Is Real Possibility: Economist Bob Barbera
John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be…
Bloomberg IntelligenceUN Draws Line Linking Khashoggi Murder To Bezos Hack
Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for…
Bloomberg IntelligenceEveryone Still Chasing Netflix For International Subs
Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz…
Bloomberg IntelligenceU.S. Shale Patch Is No Longer A Growth Market
Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO…
Bloomberg IntelligenceWhy Massive Growth In Private Markets Will Continue
Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource…
Bloomberg IntelligencePhase 1 Trade Deal Is Just The Beginning: Leland Miller
Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade…
Bloomberg IntelligenceConsumers Are Really Driving Banking Industry: Leon
Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset…
Bloomberg IntelligenceMachines Are Replacing Wall Street's Bonus Culture
Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the…
Bloomberg IntelligenceOil Pressure Is To The Downside, Ex-Iran: Kilduff
John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO…
Bloomberg IntelligenceFormer CIA Ops Chief: Trump's Iran Strike Was Big Win
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the Iran situation. Sandy Cockrell…
Bloomberg IntelligenceDon't See Oil North of $70 Without Escalation: Kamel
Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo…
Bloomberg IntelligenceIran Tensions Firm Up Bullish Picture For Crude
Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen…
Bloomberg IntelligenceOil Markets Say Full-Blown War With Iran Is Unlikely
Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando…
Bloomberg IntelligenceSoleimani Death Limits Iran's Options, 2020 Economic and Retail Outlooks
Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss…
Bloomberg Intelligence2020 Global Outlook, Six Word Market Narratives
Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance…
Bloomberg Intelligence2020 Outlook for Currencies, and Commodities (Podcast)
Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn…
Bloomberg IntelligenceWhy China's Economy Is Best Revealed Through Credit Markets
Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape…
Bloomberg IntelligenceBig Banks' Announced Job Cuts Don't Match The Reality
Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on global…
Bloomberg IntelligenceTop Market Worries Are Behind Us: State Street's Loh
Marvin Loh Senior Global Macro Strategist for State Street, on why he's bullish on risk assets heading into 2020. Dan Ives, Equity Analyst at Wedbush…
Bloomberg IntelligenceAdmiral Stavridis: It's Good Time For The Space Force
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on his column, "May the (Space) Force Be With You."…
Bloomberg IntelligenceDraftKings Going Public As Legalization Fuels Growth
Jason Robins, CEO of DraftKings, discusses going public in a sale that the company says will give it a market value of around $3.3 billion. George Ferguson…
Bloomberg IntelligenceApple Eyes Satellites As Way To Beam Data To Devices
Shira Ovide, Bloomberg Opinion technology columnist, on Apple exploring satellites to beam data directly to devices. Peter Kenney, Founder of Strategic Board…
Bloomberg IntelligenceDebt Capital Will Flow Into Cannabis: Canaccord CEO
Dan Daviau, CEO of Canaccord Genuity, talks about his outlook for 2020 for markets and beaten down cannabis sector. Vincent Deluard, Global Macro Strategist…
Bloomberg IntelligenceThe Death Bell Is Tolling For Small Private Colleges
Amanda Albright, municipal bond reporter for Bloomberg, on the death bell tolling for private colleges. Chris Lu, Former Deputy Secretary of Labor and Senior…
Bloomberg IntelligenceTrump's Bi-Lat Trade Strategy Failed With China Deal
Anne Stevenson-Yang, Co-Founder and Research Director at J Capital Research, and a Bloomberg Opinion contributor, on why the China trade deal is full of hot…
Bloomberg IntelligenceTech Poised For 5-7% Year-End Rally: Wedbush's Ives
Dan Ives, Equity Analyst at Wedbush Securities, discusses why the China trade deal removes $160 billion dark cloud from tech stocks. Marian Harkin, former…
Bloomberg IntelligenceMarkets Uncertain After Messy China-U.S. Deal Rollout
Leland Miller, CEO of China Beige Book International, on what the Chinese are saying about the China trade deal. David Kudla, CEO and Chief Investment…
Bloomberg IntelligenceDislocation In Credit Spreads Poses Risk For Market: Booth
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion contributor, discusses…
Bloomberg IntelligenceSilicon Valley Is Listening To Your Intimate Moments0-
Austin Carr, Bloomberg technology reporter, discusses how the world’s biggest media companies let temps hear millions of your private, sensitive recordings…
Bloomberg IntelligenceNetflix Must Cut Prices To Compete: Needham's Martin
Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at…
Bloomberg IntelligenceJustice Roberts Will Avoid Partisanship At All Cost
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on the impeachment of President Trump, and his testimony to Congress. Anand Srinivasan…
Bloomberg IntelligenceChances Are High That Bullish Cycle Extends: Authers
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, Jason Schenker, President of Prestige Economics and Chairman of the Futurist Institute, and John…
Bloomberg IntelligenceFar More Downside Than Upside, Says Natixis' Lafferty
David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy…
Bloomberg IntelligenceLiquidity Crisis Is Coming To Credit Markets: TCW's Rivelle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and…
Bloomberg IntelligenceThe Amazon Threat Forces Grocers To Go High-Tech
Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian…
Bloomberg IntelligenceRevival Of Steel Tariffs May Be A Signal To China
Brendan Murray, Bloomberg trade reporter, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, discuss Trump reinstating…
Bloomberg IntelligenceEco Data, Black Friday, Venture Capital
Dan North, Chief Economist at North America at Euler Hermes, on this morning’s eco data. Sarah Halzack, Bloomberg Opinion retail columnist, will discuss retail…
Bloomberg IntelligenceEconomy, UK Election, Home Sales
Chris Rupkey, Managing Director & Chief Financial Economist, MUFG Union Bank NA, will discuss the economy, market outlook, and the Fed. Marcus Ashworth…