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
Disastrous Scenario If Turkey Exited NATO: Stavridis
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation…
- Bloomberg Intelligence
Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails
Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for…
- Bloomberg Intelligence
Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting
GUESTS: Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current…
- Bloomberg Intelligence
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what…
- Bloomberg Intelligence
Markets May Have To Adjust To Getting Info Via Twitter
Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout…
- Bloomberg Intelligence
Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief…
- Bloomberg Intelligence
White House Lax Protocol Opens Window For More Security Breaches
Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections…
- Bloomberg Intelligence
Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes
Guests: Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at…
- Bloomberg Intelligence
Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L…
- Bloomberg Intelligence
It’s Only The Beginning Of The Decline From Trade Wars: Kotok
David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr…
- Bloomberg Intelligence
U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork
Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior…
- Bloomberg Intelligence
Vanguard Sours on Riskier Credit, Likes International Equities
Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard…
- Bloomberg Intelligence
Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up
Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the…
- Bloomberg Intelligence
PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of…
- Bloomberg Intelligence
BOJ Allows Japan To Keep QE In Place For Another Three Years
Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment…
- Bloomberg Intelligence
Corporate Boards Are Shirking Responsibility On #MeToo Crises
Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle the Les Moonves accusation, and whether corporations are…
- Bloomberg Intelligence
A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce
SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP…
- Bloomberg Intelligence
Facebook Is Real Business, But Google Is Better For Ad Exposure
Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for…
- Bloomberg Intelligence
Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research…
- Bloomberg Intelligence
Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer
Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship…
- Bloomberg Intelligence
Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis
Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump…
- Bloomberg Intelligence
We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams
Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China…
- Bloomberg Intelligence
Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg
Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors…
- Bloomberg Intelligence
Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for…
- Bloomberg Intelligence
Fed Watchers Will Look For Clues On Hikes, Wages, Trade War
Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss…
- Bloomberg Intelligence
BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto
Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink. Gymboree CEO Daniel Griesemer discusses the company's new apparel line and…
- Bloomberg Intelligence
Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on…
- Bloomberg Intelligence
Libya's Returning Supply, Saudi Output, Pushing Oil Price Down
John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse…
- Bloomberg Intelligence
Pfizer Reversing Price Hikes After Trump Bullying Won’t Last
Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out. Vacit Arat, co-founder and…
- Bloomberg Intelligence
Could See A U.S. And Global Recession By End Of 2019: Sri-Kumar
Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations…
- Bloomberg Intelligence
EU Rejection Poses Bigger Danger For May Than Brexit Rebellion
Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson.Robert Lawrence, Professor…
- Bloomberg Intelligence
Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen
Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global…
- Bloomberg Intelligence
Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide
Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of…
- Bloomberg Intelligence
Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey
Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada…
- Bloomberg Intelligence
Investors Should Short Tesla At This Price: Mainstay's Kudla
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global…
- Bloomberg Intelligence
Investor Sentiment Has Moved To The Negative Side: Grohowski
Guests: Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy…
- Bloomberg Intelligence
Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals…
- Bloomberg Intelligence
Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling
Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike…
- Bloomberg Intelligence
Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan
Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke…
- Bloomberg Intelligence
Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald
Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers…
- Bloomberg Intelligence
The Ball Is In Comcast’s Court :Paul Sweeney
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion…
- Bloomberg Intelligence
We are starting to see the fruit of regulatory easing: Terrazas
Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management…
- Bloomberg Intelligence
Hard to Price in Tarrifs: Michael Zezas
Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor…
- Bloomberg Intelligence
Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine
Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul…
- Bloomberg Intelligence
Health Care Investing and Economic Outlook
Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation…
- Bloomberg Intelligence
Oil reports are very Normal : Stephen Schork
Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market…
- Bloomberg Intelligence
Look at Value Compared to growth says Bent Hunt
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt…
- Bloomberg Intelligence
Markets may be facing disrespectful tweet fatigue : Paulsen
Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst…
- Bloomberg Intelligence
Eric Wiegand, Senior Portfolio Manageron markets and investing
Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew…
- Bloomberg Intelligence
The Market has Distinct Trading Pattern : Phil Orlando
Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact…
- Bloomberg Intelligence
Expectations around the Fed have Waxed and Waned : Marvin Loh
Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information…
- Bloomberg Intelligence
China, Asset Management and Investing Strategies
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on…
- Bloomberg Intelligence
Trade issues, Re-branding and Luxury Beds
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited…
- Bloomberg Intelligence
Job Switchers, Not Stayers, Will Get The Wage Increases: Slok
Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at…
- Bloomberg Intelligence
Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux
Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger…
- Bloomberg Intelligence
Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore
Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for…
- Bloomberg Intelligence
$11 Billion EM Investor Is Sticking With Brazil Despite Strike
Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity…
- Bloomberg Intelligence
Commercial Real Estate and Money Issuance
Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa…
- Bloomberg Intelligence
Danger Is Building In Some Emerging Markets: Bill Rhodes
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade…
- Bloomberg Intelligence
EM Countries With Weaker Fundamentals See Repricing: BBH's Thin
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall. Matt Miskin, market…