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 IntelligenceRefineries Still Operating Will Benefit Most From Harvey, Lipow Says
Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg…
Bloomberg IntelligenceDoritos Goes Organic to Break Into Amazon's Whole Foods, Kaplan Says
Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line…
Bloomberg IntelligenceHouston Police Chief Says Challenge Is Getting Resources
Houston Police Chief Art Acevedo discusses rescue and relief efforts after Hurricane Harvey and says there are challenges getting adequate resources to the…
Bloomberg IntelligenceGas, Crude Markets at Odds After Harvey, Cushing's Toudouze Says
Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf…
Bloomberg IntelligenceVenezuela Debt Gets China Support, AllianceBernstein's Khan Says
Shamaila Khan, the director of emerging market debt at AllianceBernstein, discusses the sanctions on Venezuela that the Trump administration unveiled today…
Bloomberg IntelligenceU.S. Won't Default on Debt, But Expect a Shutdown, Steve Bell Says
Steve Bell, a senior adviser at the Bipartisan Policy Center and former Senate Budget Committee staff director, tells Pimm Fox and Lisa Abramowicz why he…
Bloomberg IntelligenceBerg Says Short Stock Rally May Be Followed by Long Bear Market
Milton Berg, CEO and founder of Milton Berg Advisors, discusses his bearish tones on the late-stage bull market and why he's bullish on gold. Bloomberg's…
Bloomberg IntelligenceCheerleading Is a $2 Billion U.S. Industry, Untapped Worldwide, Varsity Says
Jeff Webb, founder and chairman of Varsity Spirt, the world's largest cheerleading-uniform company, talks about being the biggest company in the $2 billion…
Bloomberg IntelligenceCoal Stocks Trading at Cheap Valuations in Distressed Universe, Schultze Says
Schultze Asset Management's George Schultze talks about bankruptcy and distressed investing and where he's finding value. Bloomberg's Matt Townsend and Mario…
Bloomberg IntelligenceThe White House's Impact on the Corporate Community
Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White…
Bloomberg IntelligenceThree Percent Inflation Looks Likely, Leuthold's Paulsen Says
Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about…
Bloomberg IntelligenceYear-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says
Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group…
Bloomberg IntelligenceTwo Percent Growth is the New 3 Percent, So Invest Accordingly, Rhame Says
Lara Rhame, a senior economist in fund strategy at FS Investments, talks about retail sales, consumer spending and economic growth expectations. Seema Shah, a…
Bloomberg IntelligenceFormer Acting CIA Director Devine Is 'Very Concerned' About Korea
Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for…
Bloomberg IntelligenceProgrammatic Advertising Is the Future, Trade Desk CEO Says
Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson…
Bloomberg IntelligenceChina Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says
Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about potential actions that could force China's hand on North Korea. George Mathew…
Bloomberg IntelligenceTellurian's Souki Expects Higher LNG Prices Globally in Two Years
Charif Souki, founder of Cheniere and chairman of Tellurian, discusses the LNG and potentially being sued by his former company. Burt Flickinger, managing…
Bloomberg IntelligenceEM Spreads Are Embedded to Sovereign Risk, Sassower Says
Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, talks about how EM sovereign spreads are driving energy industry debt valuations…
Bloomberg IntelligenceUnited Technologies-Rockwell Collins Deal Defends Against Boeing, Rothacker Says
Bloomberg Intelligence's Joel Levington and Douglas Rothacker discuss the structural and strategic implications for a $40 billion United Technology-Rockwell…
Bloomberg IntelligenceAbandon 'One Korea' Policy, Lefkowitz Says
Jay Lefkowitz, former U.S. special envoy for human rights in North Korea and a partner at Kirkland and Ellis, tells Pimm Fox and Lisa Abramowicz why we need a…
Bloomberg IntelligenceNetflix's Business Model Is a Ticket to Bankruptcy, Bibb Says
Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi…
Bloomberg IntelligencePoor Risk-Reward Ratio Now in High Yield, Maglan's Tawil Says
Maglan Capital President David Tawil discusses tightening spreads and growing risks in the high yield market. Sid Verma, a markets reporter at Bloomberg in…
Bloomberg IntelligenceHoward Marks Says to Expect 5% Returns Now If You Start From Scratch
Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should…
Bloomberg IntelligenceChina Clampdown Could Reverse Global Real Estate Prices, Orlik Says
Tom Orlik, chief Asia economist at Bloomberg Intelligence, talks about reports that China is pressuring Anbang to sell its offshore assets and bring proceeds…
- Bloomberg Intelligence
Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis
Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill…
- Bloomberg Intelligence
Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing
Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on…
Bloomberg IntelligenceCopper Has More Room -- And Momentum -- to Soar, Dudas Says
Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief…
Bloomberg Intelligence'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says
Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income…
Bloomberg IntelligenceA Collapsing Venezuela Could Jolt Oil Market, Denning Says
Bloomberg Gadfly's Liam Denning talks about how a collapsing Venezuela could jolt the oil market. Dr. Stafford Broumand, a plastic surgeon at 740 Park Plastic…
Bloomberg IntelligenceHow Sinclair Broadcasting Is Delivering Trump's Message
Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations --…
Bloomberg IntelligenceMueller Expands Probe Into Trump's Business, While Sessions Labors On
Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special…
Bloomberg IntelligenceMcCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says
Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2…
Bloomberg IntelligenceWhy Intrepid's Travis Likes Leucadia
Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch…
Bloomberg IntelligenceWhy Carson Block's Short on Bank of Ozarks Has Failed
George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference…
Bloomberg IntelligenceBond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says
Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief…
Bloomberg IntelligenceRevised GOP Bill Looking More Like Obamacare, Nisen Says
Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for…
Bloomberg IntelligenceInflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says
Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed…
Bloomberg IntelligenceFed Warnings on Asset Prices Could Sour Market, Maley Says
Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal…
Bloomberg IntelligenceCentral Banks Going Too Far With Tightening, Bianco Says
Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global…
Bloomberg IntelligenceTrump and Brexit Are Driving Germany and France to Power, Rahman Says
Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at…
Bloomberg IntelligenceElectric Cars Will Dominate Market by 2040, New Energy Finance's Morsy Says
Salim Morsy, an advanced transport analyst at Bloomberg New Energy Finance, says electric cars will be dominating the market by 2040. Thierry Wizman, a global…
Bloomberg IntelligenceStephen Schork's Oil Outlook
Stephen Schork, president of the Schork Group, gives his oil outlook and technical analysis of the energy markets. Eric Balchunas, an ETF analyst at Bloomberg…
Bloomberg IntelligenceThe 'Sidelining' of the U.S. State Department
Nick Wadhams, a foreign policy reporter at Bloomberg, says we are seeing a "sidelining" of the U.S. State Department. Joe Mysak, an editor at Bloomberg Brief…
Bloomberg IntelligenceHow Trump's Proposed Travel Ban Hurts Tourism
Brian Egger, senior gaming and lodging analyst at Bloomberg Intelligence, says Marriott has had a 20 percent inbound decline from Mexico and the Middle East…
Bloomberg IntelligenceThe Hot New Thing in Tax Avoidance
Tom Metcalf, a financial reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about the hot new thing in tax avoidance: insurance dedicated funds that are…
Bloomberg IntelligenceHow Avis-Waymo and Hertz-Apple Partnerships Affect Driverless Future
Alan Baum, principal at Baum and Associates, and Bloomberg Intelligence's Anand Srinivasan discuss how the Avis-Waymo and Hertz-Apple partnerships are…
Bloomberg IntelligenceGOP Needs a Return to Wishes of the Common Man, Olsen Says
Henry Olsen, a senior fellow at the Ethics & Public Policy Center, talks about his new book, "The Working Class Republican: Ronald Reagan and the Return of…
- Bloomberg Intelligence
Amazon’s Growth Boils Down to Two Words: ’Alexa Listening,’ Garrity Says
David Garrity, CEO of GVA Research and a columnist at Investopedia, talks about the outlook for Amazon and how it could exploit its predatory pricing position…
- Bloomberg Intelligence
Trumpcare Bill Doesn't Age Well, Nisen Says
Max Nisen, a Bloomberg Gadfly columnist covering health care, says the Senate Trumpcare bill doesn't age well. John Kilduff, a founding partner of Again…
- Bloomberg Intelligence
Western Union's Looking at Digital Currency, But Not Ready Yet
Odilon Almeida, the president of global money transfer at Western Union, discusses his outlook for the rapidly expanding role of digital global money transfer…
- Bloomberg Intelligence
How The Shrinking Immigrant Pool Is Creating a Labor Shortage
Bloomberg's Michelle Jamrisko tells Pimm Fox and Lisa Abramowicz how the shrinking pool of undocumented immigrants is creating a growing shortage of…
- Bloomberg Intelligence
Fed Won't Have Your Back, Salient's Hunt Says
Salient's Ben Hunt talks about how the Fed's new "reaction function" to data won't be as investor-friendly as was before. Stephen Gandel, a Bloomberg Gadfly…
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What Whole Foods Means for Amazon's Foray Into Food
Bloomberg Gadfly columnist Shira Ovide talks about Amazon's deal to buy Whole Foods and what it means for Amazon's foray into food. Bloomberg's Katherine…
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American Airlines CEO on Fast Flights With Private Air Traffic
Live from Pershing's INSITE 2017 conference at the Manchester Grand Hyatt in San Diego. Doug Parker, American Airlines chairman and CEO, talks about the…
- Bloomberg Intelligence
Lack of Talent's the Main Challenge in Advisory, Tibergien Says
Mark Tibergien, CEO of Pershing Advisor Solutions, discusses advisory trends, the needs of high net-worth investors and the future of the financial services…
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What Happens to Economic Growth if Trumponomics Is Trampled?
Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why he's downgrading the medium-term outlook for U.S…
- Bloomberg Intelligence
Apple at Risk if iPhones Don't "Sell Like Hotcakes," Ovide Says
Shira Ovide, a technology columnist at Bloomberg Gadfly, talks about the technology rout and the expectations for Apple's next iPhone. Damian Sassower, a fixed…
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U.K. Election Raises Power of the Remainers, Blanchflower Says
Danny Blanchflower, a professor of economics at Dartmouth College, talks about the geopolitical and economic outlook following the U.K. election. Doug Ciocca…
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Cities Get Incentives for Working With PE, Carlyle COO Says
Glenn Youngkin, president and chief operating officer of the Carlyle Group, talks about incentives that cities get by forming partnerships with private equity…
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Peter Kenny Says Underperforming Sectors Will Catch Up to Tech
Peter Kenny, a senior market strategist at Global Markets Advisory Group and an independent market strategist for Kenny & Co. LLC, tells Pimm Fox and Lisa…