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 IntelligenceThe Odds Are Increasing For A Second Brexit Referendum
Therese Raphael, Bloomberg Opinion editor, discusses Theresa May's new Brexit plan. Jon Mackay, Head of Sales, Wealth Management Solutions at Schroders, on why…
Bloomberg IntelligenceTesla Growth Story May Be Shifting To Solvency Story
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in…
Bloomberg IntelligenceChina Is Vulnerable But Deal Unlikely: HKS' Lawrence (Podcast)
Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why a China…
Bloomberg IntelligenceHuawei Threat Poses Grave Risk To Trade Deal
Meredith Sumpter, Research Strategy & Operations Head at Eurasia Group, on how U.S threats against Huawei pose a grave risk to the company and to a trade…
Bloomberg IntelligenceWhy Bermuda Is At The Forefront Of Blockchain Tech (Podcast)
The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings…
Bloomberg IntelligenceLegal System Not Capable Of Regulating Tech: Gibney
Author and venture capitalist Bruce Gibney discusses his new book, "THE NONSENSE FACTORY: The Making and Breaking of the American Legal System," on how the…
Bloomberg IntelligenceTrump's Bashing of Intel Agencies A Big Concern: Sen. Angus King
Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis…
Bloomberg IntelligenceU.S. Is More Vulnerable Than Headline Numbers Suggest
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee…
Bloomberg IntelligenceAnadarko Will Be Huge Stretch For Occidental's Coffers
Simon Casey, Energy Americas Team Leader for Bloomberg, on an Occidental jet landing in Shell's hometown, amid a bidding war for Anadarko. Ed Al-Hussainy…
Bloomberg IntelligenceStreaming Could Kill Cable In 4-5 Years: Porter Bibb
Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney and an overview of the digital media sector, which is in sustained transition. Randy…
Bloomberg IntelligenceEU Growth is OK for Credit, Not So Much For Stocks
Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund and a Bloomberg Opinion columnist, on the European Commission cutting growth…
Bloomberg IntelligenceM&A Pipeline Is More Robust In 2020: Citizens' McCree
Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr…
Bloomberg IntelligenceStrength In All 13 Job Sectors Of Economy: Manpower
Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze…
Bloomberg IntelligenceCommercial Real Estate Market Is Sizzling: Lowenberg
Susan Lowenberg, President of the Lowenberg Corporation, on the booming commercial real estate market. Gina Martin Adams, Chief Equity Strategist for Bloomberg…
Bloomberg IntelligenceInvestors Fail To Ask Apple Most Fundamental Question
Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify…
Bloomberg IntelligenceLeveraged Loans Offering Better Risk-Reward: Finke
Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and…
Bloomberg IntelligenceZoom CFO: Primary Goal Post-IPO Is Organic Growth
Kelly Steckelberg, CFO of Zoom, on going public and the company outlook. Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, to discuss…
Bloomberg IntelligenceAutoNation Looks Toward Used Cars Ahead of Downturn
Carl Liebert, President and CEO of AutoNation, on earnings and outlook, and the health of the auto loan landscape. Paul Galvin, head of sustainable…
Bloomberg IntelligenceMacri Frittered Away His Time To Make Reforms: Rhodes (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and…
Bloomberg IntelligenceFacebook Ad Spending Is Solid Despite Privacy Issues (Podcast)
Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors…
Bloomberg IntelligenceBolton's Desire For Iran Regime Change Hits Oil Market
John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek…
Bloomberg IntelligenceBarr Broke From Mueller On Who Calls Obstruction: Mintz
Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst…
Bloomberg IntelligenceThe Ultra-Wealthy Favor Private Corporate Investments
Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit…
Bloomberg IntelligenceTiger Woods Is Once Again Golf's Biggest Star (Podcast)
Eben-Novy Williams, Bloomberg sports reporter, on the ripple effect of Tiger Woods winning the Masters. Ken Leon, Global Director of Industry and Equity…
Bloomberg IntelligenceBanks Reveal Concerning Credit Deterioration: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals…
Bloomberg IntelligenceHow Science Can Jumpstart Economy: MIT Economists
Jonathan Gruber, Professor of Economics at MIT and the key architect of both Romneycare and Obamacare, and Simon Johnson, Professor of Entrepreneurship at MIT…
Bloomberg IntelligenceBank CEO Hearings Put Spotlight On Forced Arbitration
Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before…
Bloomberg IntelligenceTrade and Tariff Disputes Between the U.S. and EU (Podcast)
Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment…
Bloomberg IntelligenceThe Health of the Middle Markets and U.S. Economy
Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the…
Bloomberg IntelligenceU.S. Economy Is Better Than Bonds Think: Joe Davis
Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB…
Bloomberg IntelligenceTesla Delivery Numbers Punch Hole In Growth Story
Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing…
Bloomberg IntelligenceNetflix Shares At Risk As New Competition Heats Up (Podcast)
Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman…
Bloomberg IntelligenceQuant Fund Just Went to 100% Cash: Cumberland's Kotok
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA…
Bloomberg IntelligenceCalSTRS Likes Real Estate and PE, Cautious On Equities
Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting…
Bloomberg IntelligenceStocks More Attractive Than Alternatives: Bill Miller
Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook…
Bloomberg IntelligenceAireon’s Space-Based System Tracks Planes In Real Time
Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first…
Bloomberg IntelligenceFormer CFTC Head Bowen on Advancing Women in Business
Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn…
Bloomberg IntelligenceLNG CEO: Asia, Europe Demand Propel U.S. Gas Projects
Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe. John Lavelle, President & CEO, Offshore Wind, GE…
Bloomberg IntelligenceHow Corporate America Is Paying For EV Infrastructure (Podcast)
Broadcasting Live from Bloomberg's New Energy Finance Forum in NYC.Pasquale Romano, CEO of ChargePoint, one of the world’s largest charging station companies…
Bloomberg IntelligenceAFL-CIO Won’t Support USMCA Without Mexico Wage Fix (Podcast)
Richard Trumka, President of the AFL-CIO, on why the union won’t support the new Nafta/USMCA trade agreement if an early vote is pursued. Matt Eagan, portfolio…
Bloomberg IntelligenceBiogen Was The Train Wreck Everyone Saw Coming: Nisen (Podcast)
Max Nisen, Bloomberg Opinion health care columnist, on Biogen plunging after the company and its partner Eisai announced it was halting their Alzheimer drug…
Bloomberg IntelligenceTCW's Rivelle: Cautious on EM Debt This Late In Cycle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of…
Bloomberg IntelligenceBrexit's Monty Python Impression Continues: Authers
John Authers, Senior Editor for Bloomberg Markets, on the Monty Python circus that is Brexit. Brent Bell, VP of Recycling at Waste Management, on how China has…
Bloomberg IntelligenceMax Grounding Will Cost Boeing $100 Million Per Month (Podcast)
Peter Robison, Bloomberg investigations reporter, and George Ferguson, Senior Aerospace and Airline Analyst for Bloomberg Intelligence, on how Boeing had too…
Bloomberg IntelligenceWe Won’t Get the Earnings Jolt Like in 2018 (Podcast)
Joining on today's conversation is Matt Forester, BNY Mellon's Lockwood CIO, on markets and investing. Also joining today is Benedikt Kammel, Bloomberg Senior…
Bloomberg IntelligenceThe Commercial Real Estate Market is in Good Shape
Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits. We…
Bloomberg IntelligenceIf You Have Money in the Market, Stay with the Market (Podcast)
On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes. Also joining is Ben Emons, Managing Director…
Bloomberg IntelligenceMaking Voting Easy for Military and Partial Disabilities (Podcast)
Joining in studio is Max Nisen, Bloomberg Opinion Pharm and Health Care Columnist on Health care costs on big companies like Ford. Also joining in studio is…
Bloomberg IntelligenceIt's Always Time to Talk Donuts
Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO…
Bloomberg IntelligenceEconomy Is Strong But Beware Of Auto Tariffs: BNY's Levine:
Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald…
Bloomberg IntelligenceWe're Pretty Late In The Credit Cycle: TCW's Rivelle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion…
Bloomberg Intelligence2008 Crisis Lesson: Be Greedy When Others Are Fearful
Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen…
Bloomberg IntelligenceTarget Will Benefit Most From Retailer Bankruptcies (Podcast)
Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape. Atish Davda, CEO of EquityZen, on the Lyft…
Bloomberg IntelligenceMarket Surprise Will Be A Blowup From Europe: Ezrati
Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg…
Bloomberg IntelligenceWe Are In The Age of Surveillance Capitalism: Zuboff (Podcast)
Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the…
Bloomberg IntelligenceHi-Yield Opportunity In Beat-Down California Utilities (Podcast)
Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of…
Bloomberg IntelligenceGE's Danaher Deal Doesn't Solve Its Problem With Growth
Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China…
Bloomberg IntelligenceMueller Report Likely To Impugn The President: Waxman (Podcast)
Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early…
Bloomberg IntelligenceFacebook Will Have To Rein In Sale Of Data: McNamee (Podcast)
Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne…
Bloomberg IntelligenceEM Optimism Has Been Overblown: Brown Brothers' Thin
Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth…