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 Intelligence
Preparing For Negative Interest rates: Fiduciary CIO
Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting…
- Bloomberg Intelligence
Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)
John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for…
- Bloomberg Intelligence
Algo Trading Could Amplify A Correction To 10 to 15%
Matt Maley, Chief Market Strategist at Miller Tabak & Co., on how trade issue uncertainty will continue to plague markets. Burt Flickinger, Managing Director…
- Bloomberg Intelligence
Apparel Industry Issues Dire Warning: Prices Going Up
Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its…
- Bloomberg Intelligence
Argentina Bonds Become Attractive At 40 Cents: Greer
Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio…
- Bloomberg Intelligence
Things Are Really Bad Today In Argentina: BI's Sassower
Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election…
- Bloomberg Intelligence
Market Will Live And Die On China Trade Deal: Colas
Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on…
- Bloomberg Intelligence
More Fed Rate Cuts Will Help EM Assets: Eric Stein
Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami…
- Bloomberg Intelligence
Disney Poised To Explode At End Of Year: Porter Bibb
Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and…
- Bloomberg Intelligence
Discovery's Multi-Platform Distribution Is Paying Off
Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed…
- Bloomberg Intelligence
China Saber-Rattling Likely, As Trade Tensions Escalate
Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown…
- Bloomberg Intelligence
China's Next Move In Trade War? Target U.S. Companies (Podcast)
Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff…
- Bloomberg Intelligence
Fed 'Takes Back' Last Year's Hike: Invesco's Hooper
Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the…
- Bloomberg Intelligence
The Compelling Case For Front-Loading A 50bp Rate Cut
Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior…
- Bloomberg Intelligence
Federal Reserve Meets; Apple to Post Earnings
Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The…
- Bloomberg Intelligence
Pound Sinks As Market Comes To Grips With Hard Brexit
Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed…
- Bloomberg Intelligence
Markets May Be Undervaluing Potential Benefit To DISH (Podcast)
Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire…
- Bloomberg Intelligence
Facebook's 'Zero' Data Cost Is Threatened By Regulation
David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of…
- Bloomberg Intelligence
Less-Liquid Credit Markets Are Pushing Traders to CDX:
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor…
- Bloomberg Intelligence
Don't Try to Trade This Market: Fidelity's Timmer
Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior…
- Bloomberg Intelligence
You Can't Issue Debt Forever: State Street's Loh
Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran…
- Bloomberg Intelligence
Netflix Shares Plunge; Morgan Stanley Posts Steep Trading Slide
Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide…
- Bloomberg Intelligence
Housing Starts Fall to 3-Month Low: BofA Earnings Recap
Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg…
- Bloomberg Intelligence
Facebook Takes Heat From Skeptical Senators on Libra
Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve…
- Bloomberg Intelligence
Pervasive Pessimism Is a Reason to Be Bullish: Hyzy
Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to…
- Bloomberg Intelligence
Stocks at Records; Labor Chief Acosta to Quit
Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at…
- Bloomberg Intelligence
Fed's Aim Is to Boost Asset Prices; Don't Fight It
Peter Tchir, Head of Macro Strategy at Academy Securities, discusses his outlook for markets, the Fed, and current investment strategy. Hosted by Lisa…
- Bloomberg Intelligence
Richard Branson Is Taking Space-Tourism Unit Public
Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking…
- Bloomberg Intelligence
Analysts Sour On Apple As China Nationalism Hits iPhone
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with…
- Bloomberg Intelligence
Jobs Print Takes 50bp July Rate Cut Off Table: Dudley
Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy…
- Bloomberg Intelligence
Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy
Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene…
- Bloomberg Intelligence
Big EU-Mercosur Trade Deal Sends Message To Trump, UK
Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst…
- Bloomberg Intelligence
Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason…
- Bloomberg Intelligence
GOP Strategist Heye Warns Dems Lurching Too Far Left
Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates. Maria Considine King, Senior Vice…
- Bloomberg Intelligence
Ford Moves In Right Direction With Euro Job Cuts: Kudla
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former…
- Bloomberg Intelligence
Little Upside Left in U.S. Junk Bonds: Diamond Hill
Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of…
- Bloomberg Intelligence
Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen
Max Nisen, Bloomberg Opinion health care columnist, on AbbVie buying Botox maker Allergan for $63 billion. CoinShares Chairman Danny Masters discusses the…
- Bloomberg Intelligence
Private Equity Fees Are Ripe For The ’Vanguard Effect’
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard considering offering private equity to investors. Francis Greenburger, Time Equities…
- Bloomberg Intelligence
Fed's Williams Is Trying to Clean Up Powell's Error (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Clint Watts, Distinguished Research…
- Bloomberg Intelligence
Slack CEO, CFO On Why They Went With A Direct Listing
Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Slack going public in a direct listing, and Slack CEO Stewart Butterfield and CFO…
- Bloomberg Intelligence
Sell Credit On A Dovish Rally: PGIM's Mike Collins
Mike Collins, Senior Fixed Income Portfolio Manager for PGIM, on the bond market and what to expect from the Fed. Lionel Laurent, Bloomberg Opinion columnist…
- Bloomberg Intelligence
Lighthizer Signals Progress On USMCA, But Not On China
Bloomberg's Mike McKee, International Economics & Policy correspondent, and Shawn Donnan, Senior Trade reporter, discuss what to expect from U.S. Trade…
- Bloomberg Intelligence
Array Deal Gives Pfizer Deep Cancer Expertise: Fazeli
Sam Fazeli, Director of Research for Bloomberg Intelligence, on Pfizer expanding its cancer platform with the $10.6 billion Array BioPharma deal. Leland…
- Bloomberg Intelligence
Overdependence On Fed Cuts Stems From Uncertainty: Slok
Torsten Slok, Chief Economist for Deutsche Bank AG, on why markets shouldn’t be so certain that the Fed is cutting rates. Duncan Wood, Director of the Mexico…
- Bloomberg Intelligence
Hong Kong Is Destined To Be Another Mainland City
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Hong Kong protests and how…
- Bloomberg Intelligence
Invesco’s Hooper: Tech Is Attractive Despite Headwinds
Kristina Hooper, Chief Global Market Strategist at Invesco, discusses why a recession isn't in the cards for mid-2020. Phil Orlando, Chief Equity Market…
- Bloomberg Intelligence
80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)
(Corrects title in reference to Bain's credit purchases.) Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses…
- Bloomberg Intelligence
Too Much Worry About Emerging Markets: Van Eck's Fine
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown. Anurag Rana, Software & IT…
- Bloomberg Intelligence
Philip Morris Bets The Company's Future On Vaping Products
See omnystudio.com/listener for privacy information.
- Bloomberg Intelligence
Why The US Dollar Is Poised to Weaken Vs Euro
Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian…
- Bloomberg Intelligence
Mike Mayo: Banks Are Poised To Party Like It’s 1995
Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut. Ken…
- Bloomberg Intelligence
UBS's Harford: We're In 4th Inning of Consolidation
Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek…
- Bloomberg Intelligence
Dollar to Weaken on Mexico Trade Tensions: Nordvig
Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency…
- Bloomberg Intelligence
Trump Tariffs Imperil Mexico Relationship: Duncan Wood
Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy…
- Bloomberg Intelligence
Eco Slowdown Impacting Oil More Than Supply Crunch
Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil…
- Bloomberg Intelligence
Mueller’s Low-Key Rebuttal Blows Hole In Exoneration
Mueller Roundtable: Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP…
- Bloomberg Intelligence
Global Payments Gets Needed Scale With TSS: CEO Sloan (Podcast)
Jeff Sloan, CEO of Global Payments, on buying Total Systems Services in a deal valued at $21.5 billion. Eric Stein, Portfolio Manager and Co-Director of Global…
- Bloomberg Intelligence
Boris Johnson Wouldn’t Last A Year As UK Leader
Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on Theresa May’s resignation and what happens next with Brexit. Guitar…
- Bloomberg Intelligence
Qualcomm's Dual Business Model Remains A Risk: Ovide
Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and…
- Bloomberg Intelligence
Jennison Bets On 'Booming' Digital Payments Sector
Mark Baribeau, Head of Global Equity at Jennison, on why growth equities have room to run despite geopolitical issues and market volatility. Bess Freedman, CEO…