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 IntelligenceComing Soon: Decrypted Season 2
Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next…
Bloomberg IntelligenceTariffs May Cause Pricing Premiums For US-Made Steel: Dudas
Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist…
Bloomberg IntelligenceBlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in…
Bloomberg IntelligenceLurking Unfairness At Heart Of Economy: Facebook Co-Founder
Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that…
Bloomberg IntelligenceDon’t Blame Market Turmoil On Machines: Salient’s Ben Hunt
Ben Hunt, Chief Investment Strategist for Salient Partners, on what is happening in the market, and relationship of inflation and interest rates.John…
Bloomberg IntelligenceWalMart Is The Buy Of The Decade After Stock Plunge: Flickinger
Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s…
Bloomberg IntelligenceLocal Currency EM Debt Is A Good Play On Weaker Dollar: Stein
Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on…
Bloomberg IntelligenceLack of Bids For EM High Yield Debt: Bloomberg's Sassower
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on…
Bloomberg IntelligenceTime to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter…
Bloomberg IntelligenceBanks Are Still Reducing Energy Exposure: BlackGold’s Honari
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client…
Bloomberg IntelligenceExtremely Low Odds For Infrastructure Bill Becoming Law: Dean
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason…
Bloomberg IntelligenceTreasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off…
Bloomberg IntelligenceTesla Provides No Answers On Model 3 Production Issues: Denning
Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth…
Bloomberg IntelligenceWestern Asset Adding Junk Bonds, Local Currency EM: Buchanan
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing…
Bloomberg IntelligenceStock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere
Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate…
Bloomberg IntelligenceBond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of…
Bloomberg IntelligenceApple Too Dependent on iPhone Cycle, Needs AI, Software: Gillis
Colin Gillis, Director of Research at CR Partners, on tech earnings: Apple, Amazon and Google. Clint Watts, Senior Fellow at the Foreign Policy Research…
Bloomberg IntelligenceBoth Administrations Claim Economy But It’s Yellen’s: Eisenbeis
Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and…
Bloomberg IntelligenceWingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO
Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and…
Bloomberg IntelligenceAMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen
Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at…
Bloomberg IntelligenceNAFTA Will Happen, But It May Take More Time: Bill Rhodes
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman…
Bloomberg IntelligenceLot of Opportunities In Mexico's Energy Sector: IMF's Werner
Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global…
Bloomberg IntelligenceEconomy Appears to Have At Least 6 More Solid Months: Goldstein
Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting…
Bloomberg IntelligenceAfter Selling Patron, John Paul DeJoria Turns To Rok Mobile
John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next…
Bloomberg IntelligenceSolar Cost Declines To Persist Despite Tariff Disruption: Evans
James Evans, Global Clean Energy Analyst for Bloomberg Intelligence, on impact of tariffs on the US solar industry. Doug Borthwick, Managing Director/Head:FX…
Bloomberg IntelligenceBig Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair
Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin…
Bloomberg IntelligenceBitcoin ETF Race Is Heating Up Despite SEC Oversight: Balchunas
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on U.S. regulators raising investor protection concerns about cryptocurrency mutual funds and…
Bloomberg IntelligenceAmazon Is Now Competing For Advertising Dollars: Soper, Ovide
Guests: Bloomberg’s Shira Ovide, Gadfly technology columnist, and Spencer Soper, technology and e-commerce reporter, on Amazon’s new headquarters location and…
Bloomberg IntelligenceDollar Will Likely Resume Weakening Trend: BBH's Chandler
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, on outlook for the dollar.Global CEO of Lamborghini, Stefano Domenicali, on their…
Bloomberg IntelligenceClimate Change Is America's Most Pressing Threat: Admiral Stavridis
Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg…
Bloomberg IntelligenceUS Is Main Actor In Panama Papers Tax Evasion: Author Bernstein
Pulitzer prize winning journalist Jake Bernstein discusses his new book: SECRECY WORLD: Inside the Panama Papers Investigation of Illicit Money Networks and…
Bloomberg IntelligenceOath Increased Its Users By More Than 10% In Q4: CEO Armstrong
Tim Armstrong, CEO of Oath and former CEO of AOL, on Oath’s outlook and strategy to compete for ad dollars. Anne Sheehan, Director of Corporate Governance at…
Bloomberg IntelligenceFacebook’s Business Model Relies On Polarizing Fears: McNamee
Roger McNamee, co-Founder of Elevation Partners, on the appropriate role of internet monopolies in society, and why Facebook still has time to rectify itself…
Bloomberg IntelligenceCrypto-Assets Regulation Is Healthy Development, Need Clarity: Burniske
Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on outlook for cryptocurrencies in 2018 and upcoming blockchain ETFs. Josh…
Bloomberg IntelligenceProsecutors in Legal Cannabis States Unlikely To Interfere: Troppe
Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis…
Bloomberg IntelligenceFixing NYC's Subways Requires Study That Isn't Happening: Ravitch
Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and…
Bloomberg Intelligence10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche
Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate…
Bloomberg IntelligenceConsumer Discretionary Stocks Will Benefit from New Tax Package
Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment…
Bloomberg IntelligenceHomebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla
David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment…
Bloomberg IntelligenceUS May Have To Target Korea's Nuclear Infrastructure: General McPeak
General Merrill McPeak, retired four-star general and former Air Force Chief of Staff, on what America's options are for hotspots like North Korea, Israel and…
Bloomberg IntelligenceHow New Yorkers Can Prepay Their Property Taxes: Speiss
Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, on how New Yorkers can prepay their property taxes early, according to Governor…
Bloomberg Intelligence$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff
Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections. Brad McMillan, Chief Investment Officer for…
Bloomberg IntelligenceLouisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle
Christopher Flavelle, climate policy reporter for Bloomberg, on Louisiana finalizing a plan to move thousands of people from areas threatened by the rising…
Bloomberg IntelligenceFacebook Unit Works With Nearly Anyone Seeking Power: Silver
Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with…
Bloomberg IntelligenceTax Plan Likely to Spur More M&A: Evercore's Schlosstein
Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial…
Bloomberg IntelligenceStability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo
Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We…
Bloomberg IntelligenceStocks Gain on U.S. Tax Plan; Bitcoin Rallies
Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder…
Bloomberg IntelligenceFCC Putting Foxes In Charge of the Hen House: Garrity
David Garrity, CEO of GVA Research, and June Grasso, legal expert and co-host on Politics, Power, Policy & Law for Bloomberg, on the industry and legal…
Bloomberg IntelligenceCould See CBS Looking To Buy, Following Disney-Fox Deal
Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of…
Bloomberg IntelligenceA Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive
Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on why Mitch McConnell's…
Bloomberg IntelligenceDisney-Fox Deal Would Be Defining Legacy For Bob Iger: Sweeney
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Disney expected to announce a deal to buy a large…
Bloomberg IntelligenceExpect the U.S. To Issue Digital Currency Next Year: FiREapps CEO
Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018. John Tozzi, healthcare reporter for Bloomberg…
Bloomberg IntelligenceMizuho Securities Adding Staff and Specialties
Jerry Rizzieri, President and CEO of Mizuho Securities, on US growth strategy, the current business environment, and Asia's growing role in equities…
Bloomberg IntelligenceVanguard’s Bogle Sees Pension Pain in Decade of 3% Bond Returns
Vanguard founder Jack Bogle on what he thinks of ETFs, bitcoin and the bond market. Daniel Gordis, Bloomberg View columnist and Senior Vice President and Koret…
Bloomberg IntelligenceRetailers Pivoting To ’What’s Your Walmart Strategy?’ in 2018: Ed Yruma
Ed Yruma, Equity Research analyst at Keybanc Capital Markets, with e-commerce and retail trends from their consumer conference. Chris Pappas, CEO of Trinseo…
Bloomberg IntelligenceChristie’s Chair With Inside Look At $450 Million Da Vinci Sale
Stephen Lash, Chairman Emeritus of Christie’s America, on art investing and an inside look at the $450 million Leonardo Da Vinci sale. Simon Ballard, Global…
Bloomberg IntelligenceBond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar
Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea…
Bloomberg IntelligencePlea Deal Suggests Flynn Gave FBI A Lot to Work With: Grasso
June Grasso, Host of Bloomberg Law and Bloomberg Best, discusses the legal situation surrounding former National Security Adviser Michael Flynn’s plea…
Bloomberg IntelligenceExpect Crude to Rise to $60-$70 A Barrel Next Year: Jason Schenker
Jason Schenker, President of Prestige Economics and Bloomberg Prophet, on the OPEC meeting in Vienna. Leland Miller, CEO of China Beige Book International, on…
Bloomberg IntelligenceYellen Prepared For Victory Lap Before Congress: Moss, Wilson
Daniel Moss, Economics Editor and columnist for Bloomberg View, and Dave Wilson, Bloomberg stocks columnist, preview Fed Chair Yellen’s economic outlook…