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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 IntelligenceSanders Announces Presidential Run: Greg Valliere
Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director…
Bloomberg IntelligenceAmazon's Erstwhile NYC Site Will Lure In New Money
Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ. Anna Edgerton…
Bloomberg IntelligenceRetail Sales Numbers Are Just Wrong: Craig Johnson
Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop…
Bloomberg IntelligenceTeva's Future Lies In Branded Drugs As Generics Sink (Podcast)
Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs. Matt Rodrigue, Managing Director at…
Bloomberg IntelligenceChina's Debt Poses Much Greater Threat Than Trade
John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and…
Bloomberg IntelligenceHome Values Will Decline In Coastal Cities: Mohtashami (Podcast)
Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities…
Bloomberg IntelligenceFormer CIA Ops Chief: In the Long Game, Maduro Goes
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the…
Bloomberg IntelligenceBB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)
Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s…
Bloomberg IntelligenceTrump Is Beginning To Cave On North Korea: Eli Lake (Podcast)
Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela…
Bloomberg IntelligencePuerto Rico Emergency Funds Are Protected: Rossello (Podcast)
Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond…
Bloomberg IntelligenceCrackdown on China Tech Could Create Two 5G Markets (Podcast)
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei…
Bloomberg IntelligencePGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)
Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for…
Bloomberg IntelligenceIntroducing Behind the Scenes, a New Show
P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives…
Bloomberg IntelligenceTesla May Have Much Less Cash Than Reported: Johnson (Podcast)
Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity…
Bloomberg IntelligenceTrump and China’s Xi Heading Towards Superficial Treaty (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services…
Bloomberg IntelligenceThe Fed Is Guessing As it Plays With Fire: David Kotok
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets…
Bloomberg IntelligenceAmerica Is Lagging In The 5G Race: Harvard's Crawford (Podcast)
Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her…
Bloomberg IntelligencePG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast)
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio…
Bloomberg IntelligenceVenezuela Bonds Have More Upside On Regime Change
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize…
Bloomberg IntelligenceUBS Warns Worst May Not Be Over
Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion…
Bloomberg IntelligenceFed Rate Hikes Are More Likely Post Trade Deal: Gaffney (Podcast)
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets. Paul Light…
Bloomberg IntelligenceFed Is The Most Frequent Murderer Of Economy: Bianco (Podcast)
Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on markets and the outlook for a recession. Peter Elliot, Editor for…
Bloomberg IntelligenceThe Pound Could Drop 5 to 10 Percent If May Loses Vote (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome. Hosted by Abramowicz and Paul Sweeney. Mark Douglas, CEO of Steelhouse, on…
Bloomberg IntelligenceBank Stocks Haven't Priced In Credit Disappointments (Podcast)
Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE…
Bloomberg IntelligenceChina's Private Sector Pressuring Xi For Open Economy (Podcast)
Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior…
Bloomberg IntelligenceTrump's Immigration Stance Hurts US Economy: Cato's Bier (Podcast)
David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for…
Bloomberg IntelligenceFederated's Orlando: Bullish on Stocks, S&P at 3100 (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on why he's bullish on U.S. equities. Steve Blitz, Chief Economist at TS Lombard, on what…
Bloomberg IntelligenceTrump Needs China Trade Deal Now Before Optimism Fades (Podcast)
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the…
Bloomberg IntelligenceTrump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)
Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland…
Bloomberg IntelligenceChina's Surging Interest Bill Underscores Debt Strain (Podcast)
Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's…
Bloomberg IntelligenceFed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)
Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed. Jason Schenker…
Bloomberg IntelligenceApple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)
Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum…
Bloomberg IntelligenceSlowing China Manufacturing May Benefit Global Economy (Podcast)
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan…
Bloomberg IntelligenceEaton Vance Sees Buying Opportunities in HY, IG Credit
Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for…
Bloomberg IntelligenceThis One Weird Number Explains Everything: DataTrek's Colas
Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the…
Bloomberg IntelligenceDon't Turn Your Back On Energy Stocks At These Prices
Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of…
Bloomberg IntelligenceI Don't See A Recession In 2019: Cumberland's Kotok
David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. Marty Schenker…
Bloomberg IntelligenceFed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)
Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob…
Bloomberg IntelligenceChina Intellectual Property Poses Biggest Thorn For U.S. (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China. John Kilduff, Founding…
Bloomberg IntelligenceBanks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)
Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come? Alberto Gallo, Partner…
Bloomberg IntelligenceIt's Premature To Start Celebrating the Death of Obamacare (Podcast)
Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature." Alex Spinelli, former head of…
Bloomberg IntelligenceXi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)
George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade…
Bloomberg IntelligencePimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit
Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses…
Bloomberg IntelligenceGFG Plans On Producing 5 Millions Tons Of Steel in U.S. (Podcast)
Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia…
Bloomberg IntelligenceU.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)
Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing…
Bloomberg IntelligenceLeveraged-Loan Tourists Are Waking Up To Big Risks
Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese…
Bloomberg IntelligenceRussia Has Emerged As A Critical Broker In Global Oil Markets
Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion…
Bloomberg IntelligenceOPEC Cancels Press Conference In Unusual Move: Schenker (Podcast)
Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology…
Bloomberg IntelligenceAgricultural Economy Is Softer, More Vulnerable Now: CoBank CEO
Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling…
Bloomberg IntelligenceHigher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)
Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks. Ellen Wald, President…
Bloomberg IntelligenceArgentina Is Biggest Risk Facing Emerging Market Credit
Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and…
Bloomberg IntelligenceDeutsche Bank’s Board Can't Seem To Grasp Corporate Governance
Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to…
Bloomberg IntelligenceTariffs Driving Some Production Back To China: Volvo CEO
Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans…
Bloomberg Intelligence"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy…
Bloomberg IntelligenceIt's Very Implausible That Powell Will Pause To Please Markets
John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's…
Bloomberg IntelligenceBitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble
CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses…
Bloomberg IntelligenceMonopolies In The U.S. Have Threatened Our Democracy: Tim Wu
Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE." Leslie Wohlman Himmel…
Bloomberg IntelligenceAuto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending
David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties…
Bloomberg IntelligenceThe Bottom Line Is California Won't Allow PG&E To Fail
Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest…
Bloomberg IntelligencePeople Voted On Health Care, Not The Economy: Rep. Eshoo
Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief…