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 IntelligenceWhat Trump's Tax Proposal Means for Retirement Plans
Live from Commonwealth Financial Network's 2017 Retirement Symposium in Boston. Peter Fendler, a principal at Hub International New England, discusses…
Bloomberg IntelligenceWhat the Market Really Thinks About the May Jobs Report
Mark Grant, the chief strategist at Hilltop Securities, and Neil Dutta, the head of U.S. economics at Renaissance Macro Research LLC, discuss the May jobs…
Bloomberg IntelligenceHow Bob Inglis Went From Climate Change Denier to Activist
Former South Carolina Republican Congressman Bob Inglis, executive director of republicEn.org, talks about going from a climate change denier to an activist…
Bloomberg IntelligencePolitics Are Sideshow to Stock Valuations, Lieberman Says
Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses his column, "Stocks Rally as D.C…
Bloomberg IntelligenceVenezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says
Ricardo Hausmann, the director of the Center for International Development at Harvard's Kennedy School and Venezuela's former planning minister, discusses…
Bloomberg IntelligenceBitcoin Craze Stems From Institutional Buying, Quaranta Says
Ron Quaranta, chairman of the Wall Street Blockchain Alliance, discusses the state of the blockchain world in financial markets and the surge in demand for…
Bloomberg IntelligenceU.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says
Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a…
Bloomberg IntelligenceUSPS' Seaver Sees Cases for Autonomous and Drone Delivery
Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal…
Bloomberg IntelligenceFed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says
Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why…
Bloomberg IntelligenceContagion From Brazil to EM Is Relatively Limited, Dennis Says
Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist…
Bloomberg IntelligenceHow Brazil's Corruption Crises Are Roiling Markets
Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a…
Bloomberg IntelligenceThe Real Move Is From High to Low Cost Funds, Kapoor Says
Kunal Kapoor, CEO of Morningstar Inc., discusses passive vs. active funds and the financial services industry. Doug Borthwick, the managing director and head…
Bloomberg IntelligenceIt's the President's Choice to Disclose Info, Ex-CIA Head Says
Jim Woolsey, former director of the CIA, gives an insider's perspective on Trump's reported leak of highly classified intelligence to Russian diplomats…
Bloomberg IntelligenceCybersecurity's a Race to Install Microsoft Patches, Coden Says
Michael Coden, who heads the cybersecurity practice at BCG Platinion and is also associate director of the MIT Cybersecurity Research Consortium, discusses the…
Bloomberg IntelligenceCanadian Consumer Debt Has Never Been This High, Beattie Says
David Beattie, a senior vice president at Moody's, discusses Moody's decision to cut Canadian bank ratings. Ken Doyle, a senior editor at Bloomberg BNA's Money…
Bloomberg IntelligenceSilver Supply Expected to Decline While Usage Grows, Krebs Says
Mitchell Krebs, president of The Silver Institute and president/CEO of Coeur Mining, Inc., discusses the state of silver and the global ramification of the…
Bloomberg IntelligenceFBI Acting Director McCabe "Has No Chance," Eli Lake Says
Eli Lake, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz what FBI Director James Comey's dismissal means for national security. Roberto Croce…
Bloomberg IntelligenceWall Street's Vulnerable to Downturn, Summers Says
Former Treasury Secretary Larry Summers, president emeritus and Charles W. Eliot University professor at Harvard University, discusses bank regulation, U.S…
Bloomberg IntelligenceFrance's Economy Is Recovering in Slow Motion, Sbaihi Says
Live from the Atlanta Fed's 22nd Annual Financial Markets Conference in Amelia Island, Florida. Bloomberg Intelligence's Maxime Sbaihi discusses the economic…
Bloomberg IntelligenceIs the Health-Care Bill Dead on Arrival?
Bloomberg Gadfly columnist Max Nisen talks about what can be expected in the Senate after the House passed the American Health Care Act. John Cochrane, a…
Bloomberg IntelligenceOil Could Revisit Lows of $42 on Supply Glut, Kilduff Says
John Kilduff, founding partner of Again Capital, talks about oil prices hitting below $50. David Hammer, head of municipal bonds in New York for Pacific…
Bloomberg IntelligenceMarkets Must Support Treasuries as Fed Exits, Whalen Says
Chris Whalen, chairman of Whalen Global Advisers and the author of "Ford Men," discusses the Fed's relationship with the Treasury and how it affects the…
Bloomberg IntelligenceTreasuries Reflect Doubt About Trump, Fiduciary CIO Says
Live from the 2017 Red Hat Summit in Boston, Fiduciary Trust CIO Peter Andersen says Treasuries reflect doubt that's creeping into the market and forcing…
Bloomberg IntelligenceWhy It's Time to Sell High Yield
Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks…
Bloomberg IntelligenceAmazon & Google Are Defining Consumerism's Future, Munster Says
Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief…
Bloomberg IntelligenceWhat's Happening to the Retail Industry?
Chris Volk, CEO of Store Capital, tells Pimm Fox and Lisa Abramowicz what's happening in the shifting retail landscape and how that may hurt commercial real…
Bloomberg IntelligenceNBA's Byron Scott on Leadership On and Off The Court
Former LA Lakers coach Byron Scott and Freshpet Chairman Charles Norris discuss their book, "Slam-Dunk Success: Leading From Every Position on Life's Court."…
Bloomberg IntelligenceThe Future of Energy
Live from the 2017 Future of Energy Summit, Christopher Ailman, the CIO of the California State Teachers' Retirement System, discusses the divestment of fossil…
Bloomberg IntelligenceWill Trump's 100th Day Be Greeted With a Shutdown?
Bloomberg's Laura Litvan discusses the possibility of a government shutdown and whether Trump's border wall demands will be a factor. Carl Pope, a Bloomberg…
Bloomberg IntelligenceIssuance Process for 100-Year Bonds Is Too Risky, Cloherty Says
Michael Cloherty, the head of U.S. interest-rate strategy at RBC Capital Markets, says the issuance process for U.S. 100-year bonds is too risky as he talks…
Bloomberg IntelligenceJohnson Says He Would Short Steel Based on Trump Protectionism
Axiom Capital's Gordon Johnson says he would be shorting steel stocks based on Trump's protectionism. David Congdon, CEO of Old Dominion Freight Line…
Bloomberg IntelligenceChina's Savings Surplus Must Find a Home, Bannister Says
Barry Bannister, the chief equity strategist at Stifel Nicolaus, discusses his markets forecast and investment opportunities. Dr. Chris Chen, CEO of ChenMed, a…
Bloomberg IntelligenceBill Rhodes: China Will Squeeze Shadow Banking to Avoid Crisis
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on risks to China's banking system. Michael Shaulov, Head of Products…
Bloomberg IntelligenceNobody Should Be Killed in a Volvo by 2020, CEO Says
Lex Kerssemakers, CEO of Volvo Cars of North America, says Volvo's vision is that by 2020, nobody should be killed or heavily injured in a Volvo and…
Bloomberg IntelligencePutin Is Doubling Down on Support of Assad, Ariel Cohen Says
Ariel Cohen, a senior fellow at the Atlantic Council, says Putin is doubling down on his support of Bashar al-Assad and probably didn't expect Trump to turn…
Bloomberg IntelligenceThe Long Bond Is in The Danger Zone, Loomis' Dan Fuss Says
Dan Fuss, the vice chairman of Loomis Sayles, discusses the yield curve and the outlook for bond markets. BlackRock's Matt Tucker says ETFs are filling a need…
Bloomberg IntelligenceLawrence Golub Sees Mixed Picture in Middle Market Earnings
Lawrence Golub, president of Golub Capital, discusses the highlights and trends from its middle market report. John Whelen, CFO of Enbridge, talks about…
Bloomberg IntelligenceXi Will Welcome Distraction of U.S. in Middle East, Cook Says
Steven Cook, a senior fellow for Middle East studies at the Council on Foreign Relations, talks about the geopolitical and security situation for the U.S. and…
Bloomberg IntelligenceWorld Freeloads Off U.S. on Drug Pricing, Miller Says
Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of…
Bloomberg IntelligenceEd Goldberg and Alex Wayne Discuss Bannon Losing NSC Role
NYU's Ed Goldberg and Bloomberg's Alex Wayne talk about the news that Steve Bannon has been removed from the National Security Council and what that means for…
Bloomberg IntelligenceTrump Visa Crackdown Could Ship Work Offshore, Anurag Rana Says
Bloomberg Intelligence's Anurag Rana says Trump's crackdown on the H-1B visa program could mean Silicon Valley will ship work offshore. Tom Murn, CEO of…
Bloomberg IntelligenceFiduciary's Andersen Assesses the Trump Speculation Premium
Peter Andersen, CIO of Fiduciary Trust, talks about the effect that the Trump administration could have on the fixed-income market. Holly Liss, a managing…
Bloomberg IntelligenceNick Colas Says Public Equity Market May Be a Broken Concept
Nick Colas, chief market strategist at Convergex, says David Einhorn's General Motors plan exposes broken public equity markets. Dawn Sandoval, COO at Kalyx…
Bloomberg IntelligenceHealth Care Must Insure the Young to Make it Work, Miller Says
Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's…
Bloomberg IntelligenceGolfer Greg Norman Uses Tech to Bring Millennials Back to Game
Famed golfer Greg Norman, who also founded Great White Shark Enterprises, discusses his company's new partnership, athlete brand-building and outlook for the…
Bloomberg IntelligenceFormer CIA Acting Director Forecasts Global Risks (Correct)
Jack Devine, former acting director of the CIA and founding partner and president of the Arkin Group, provides his spring 2017 forecast for global risks. Carl…
Bloomberg IntelligenceAgrochemical Mega-Deals Could Reshape Industry, BI's Miner Says
Jason Miner, a senior global chemical analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how mega-deals could reshape the agrochemicals…
Bloomberg IntelligenceMoody's Carlson on the Direction of the U.S. Credit Rating
Sarah Carlson, a senior vice president at Moody's Investors Service, discusses the White House budget proposal and the direction of the U.S. credit profile…
Bloomberg IntelligenceRussia's a Clear And Present Danger, Ambassador Ereli Says
Adam Ereli, who was a U.S. ambassador to Bahrain and State Department deputy spokesman, discusses the Russia investigation, U.S.-Russia relations and Rex…
Bloomberg IntelligencePolitical Risk Not a Major Threat to Globalization, Datta Says
Tapan Datta, the chief economist at Aon Hewitt, talks about the impact of political events on the Eurozone economy. Bloomberg Intelligence's Ryan O'Connell…
Bloomberg IntelligenceIs There Value in Gorsuch's Congressional Hearings?
Greg Stohr, a Supreme Court reporter at Bloomberg, says 90 percent of Neil Gorsuch's answers at his Congressional hearings are predictable, but there's real…
Bloomberg IntelligenceBloomberg's Olorunnipa on Comey's Testimony on Russia Investiga
Toluse Olorunnipa, White House Correspondent, on FBI Director James Comey testifying at a congressional hearing on the investigation into Russia's alleged…
Bloomberg IntelligenceEU's Harkin: EU Nations in Free-For-All Fight for UK Companies
Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, on Brexit, companies shifting…
Bloomberg IntelligenceBorthwick Looks for Weaker Dollar, Sees Strong China Currency
Douglas Borthwick, head of foreign exchange at Chapdelaine & Co., discusses currencies following the Fed hike, the Dutch elections and the Bank of England and…
Bloomberg IntelligenceKocherlakota Sees Labor Market Slack, Calls for Hike Caution
Narayana Kocherlakota, a Bloomberg View columnist and former Minneapolis Fed president, tells Pimm Fox and Lisa Abramowicz why the Fed should display more…
Bloomberg IntelligenceEisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets
Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to…
Bloomberg IntelligenceThe 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says
Kevin Tynan, senior auto analyst at Bloomberg Intelligence, says the 2016 car swoon is turning into an uncontrollable skid this year. Tyler Benster, a general…
Bloomberg IntelligenceNAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says
Michael Froman, a former U.S. trade representative and distinguished fellow at the Council on Foreign Relations, discusses the future of global trade, TPP and…
Bloomberg IntelligenceDodd-Frank Repeal Won't Happen This Year, Nathan Dean Says
Bloomberg Intelligence's Nathan Dean says key Republicans are turning away from rolling back Dodd-Frank and turning towards easier things to tackle. Richard…
Bloomberg IntelligenceShould the Real Price of Oil Be $20 a Barrel? Smead Asks
Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from…