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
Permanente Sees Health Care Shifting From Hospital To Home
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- Bloomberg Intelligence
France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs
Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at…
- Bloomberg Intelligence
State-Approved Cannabis Will Become Permanent in 2019
Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry. Gary…
- Bloomberg Intelligence
Signs of Credit Stress Pose A Big Challenge to Emerging Markets
Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets…
- Bloomberg Intelligence
We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO
Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on…
- Bloomberg Intelligence
Stock Rally Is More A Sign of Relief Than Cheering Gridlock
Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate…
- Bloomberg Intelligence
Florida Is Delivering The Drama To Election Junkies
Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on…
- Bloomberg Intelligence
A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles
Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli…
- Bloomberg Intelligence
Trump's Animal Spirits Are Threatened by China Trade Tiff
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen…
- Bloomberg Intelligence
Next Wave of Tech Will Shift From FAANG to Payments, Autos
Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier. Cathy Marcus, Global Chief Operating Officer and Head of…
- Bloomberg Intelligence
It’s Too Late For Smaller Asset Managers To Scale Up
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their…
- Bloomberg Intelligence
Stock Market Is Getting Close To Being Washed Out: Maley
Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for…
- Bloomberg Intelligence
Angela Merkel Pre-Empts Power Vacuum With Exit Strategy
Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and…
- Bloomberg Intelligence
Such Strong GDP Isn’t Sustainable: KPMG’s Hunter
Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on…
- Bloomberg Intelligence
Tesla Stock Will Be Below $200 In Next 12 Months: Kudla
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook. Clint Watts, Senior Fellow at the Center for…
- Bloomberg Intelligence
We're Going To See An Implosion In High-End Condos: Guterman
Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel +…
- Bloomberg Intelligence
MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)
Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to…
- Bloomberg Intelligence
Ford Bonds Are A Golden Opportunity If Rating Holds Up
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public…
- Bloomberg Intelligence
EM Investors Are Very Worried About China: Van Eck’s Fine
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief…
- Bloomberg Intelligence
The Smart Money May Be Getting Out of the Market Now: Booth
Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr…
- Bloomberg Intelligence
Digital Currencies Are Entering A Third Phase: CoinShares Chair
CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified…
- Bloomberg Intelligence
The Saudis Need To Pick A Fall Guy: CIA Veteran Devine
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi…
- Bloomberg Intelligence
Trump Steering Economy To An Outdated Model: Joe Stiglitz
Guests: Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards…
- Bloomberg Intelligence
Avoid Banks, More Downside Coming: Charles Peabody (Podcast)
Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses…
- Bloomberg Intelligence
The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will…
- Bloomberg Intelligence
China Must Decide On Growth Or Deleveraging: Magnus
George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in…
- Bloomberg Intelligence
Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy. Carl Weinberg, Chief Economist…
- Bloomberg Intelligence
Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff
John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern…
- Bloomberg Intelligence
I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak
Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief…
- Bloomberg Intelligence
RedLock CISO: China Chip Hack May Be Just The Beginning
Matt Chiodi, Chief Information Security Officer at RedLock, on China's hack into U.S companies, and what companies should be doing. Edward Hertzman, Founder…
- Bloomberg Intelligence
Too Much Money Chasing Too Few Deals: Oaktree's Marks
Howard Marks, co-Chairman of Oaktree Capital, discusses his new book, "MASTERING THE MARKET CYCLE: Getting the Odds On Your Side,"and his current outlook for…
- Bloomberg Intelligence
The 36-Year Cancer Fight That Led To A Nobel Prize
Dr. Jim Allison, Chairman of Immunology at the MD Anderson Cancer Center, on winning the Nobel Prize for his cancer treatment research on immunotherapies…
- Bloomberg Intelligence
New GE CEO Has An Uphill Battle, Needs To Shrink Power
Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE’s new CEO and eps guidance. Ramesh Ponnuru, Senior Editor at the National Review…
- Bloomberg Intelligence
Tesla Will Struggle To Raise Money Without Elon: Kudla (Podcast)
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla outlook following the SEC lawsuit against CEO Elon Musk. Former Cisco…
- Bloomberg Intelligence
Best Technology Opportunities Lie Away From The Herd
Kevin Landis, CEO of Firsthand Technology Fund (NASDAQ: SVVC), and CIO of Firsthand Capital Management, discusses the less travelled areas of tech investing…
- Bloomberg Intelligence
Trump’s UN Address Targets Regime Change In Iran: Cohen
Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this…
- Bloomberg Intelligence
Rosenstein Resignation Would Be Greatest Gift To Trump
Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications…
- Bloomberg Intelligence
Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM
Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong…
- Bloomberg Intelligence
Get Paid, But Only For Beating Benchmarks: Peter Kraus
Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based…
- Bloomberg Intelligence
Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker
Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers…
- Bloomberg Intelligence
Dunkin’s Travis: Public Companies Profit From Scrutiny
Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China…
- Bloomberg Intelligence
China Retaliation On Tariffs Could Punish Supply Chains
Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise…
- Bloomberg Intelligence
Consumers May Balk At Paying For Outage-Proof Utilities
GUESTS: Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence. Michael Brandes, chief…
- Bloomberg Intelligence
Wall Street’s Shale Mania Is Like The First Dotcom Bubble
GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book…
- Bloomberg Intelligence
Drug Prices Increased 35 to 435%, Despite Trump Pledge
Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing…
- Bloomberg Intelligence
CalSTR's Ailman: Market Shifting To Private Companies
Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on…
- Bloomberg Intelligence
Argentina Has ’Passed The EM Test’ While Turkey Fails
Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter…
- Bloomberg Intelligence
See Tesla At $88 By End of 2019: Vertical's Johnson
Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO…
- Bloomberg Intelligence
We Have All The Elements Of EM Contagion: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations…
- Bloomberg Intelligence
Former Apple Engineer Unveils Jobs' Creative Process
Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the…
- Bloomberg Intelligence
Expect Kavanaugh To Deflect With 'Settled Law' Jargon
June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic…
- Bloomberg Intelligence
New China Tariffs Would Quickly Hurt Economy: Hufbauer
Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal…
- Bloomberg Intelligence
Zero Tariffs Would Benefit EU Automakers More Than
Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering…
- Bloomberg Intelligence
Investors Are Starting To Look At Argentinian Assets
Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up…
- Bloomberg Intelligence
Hard to See Trump's Google Attack Spurring Change
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim…
- Bloomberg Intelligence
Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)
Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities…
- Bloomberg Intelligence
Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel &…
- Bloomberg Intelligence
Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what…
- Bloomberg Intelligence
Michael Cohen Is A Much Bigger Risk To Trump Than Manafort
GUESTS: Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen…
- Bloomberg Intelligence
Hard To See Coal Rebound Despite Trump's EPA Rollback
Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power…