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
Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says
In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks…
- Bloomberg Intelligence
Eric Balchunas on How Important Fees Are to Fund Performance
Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe…
- Bloomberg Intelligence
Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says
Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000…
- Bloomberg Intelligence
WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says
Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the…
- Bloomberg Intelligence
Eaton Vance's Peabody Sees Opportunities in High-Yield
Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance…
- Bloomberg Intelligence
Premier CEO Expects Obamacare Replacement to Take Three Years
Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar…
- Bloomberg Intelligence
Obamacare Replacement to Cover Fewer People, Sparking Blowback
Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans…
- Bloomberg Intelligence
Most of Tesla's Value Lies in Its Expectations, Denning Says
Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now…
- Bloomberg Intelligence
First-Time Home Purchases Keep Rising, Mohtashami Says
The number of first-time home buyers is rising, reflecting millennials who are the single biggest group of U.S. purchasers, says Logan Mohtashami, a senior…
- Bloomberg Intelligence
Hacking the President's Phone is Straightforward, Weaver Says
Nicholas Weaver, a security researcher at the International Computer Science Center at Berkeley, says it would be simple to hack Donald Trump's phone…
- Bloomberg Intelligence
Boeing Listened to Trump's F-35 Pentagon Calls, Capaccio Says
Bloomberg's Tony Capaccio says Boeing's CEO was in the room listening to Donald Trump's calls to the Pentagon about the Lockheed Martin F-35 jet. Ward…
- Bloomberg Intelligence
Bloomberg's Riccadonna and Dean on Yellen and Dodd-Frank
Bloomberg Intelligence's Carl Riccadonna and Nathan Dean discuss Janet Yellen's testimony to Congress and the state of play for Dodd-Frank. Then Ken Shea, a…
- Bloomberg Intelligence
Flynn Not First Time U.S. Had Secret KGB Contact, Cohen Says
Ariel Cohen, a senior fellow at the Atlantic Council, discusses the fallout of General Flynn's resignation and relations between Russian and the U.S. Then…
- Bloomberg Intelligence
Emerging Market FX Reserves Are Declining, Sassower Says
Damian Sassower, a fixed income strategist for Bloomberg Intelligence, discusses declining foreign currency reserves held by emerging-market nations. Jeff…
- Bloomberg Intelligence
China Isn't Ready to Make Concessions on Trade, Magnus Says
George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants…
- Bloomberg Intelligence
Ten-Year Yield Could Fall Before Rising, Bianco Says
Jim Bianco, president and founder of Bianco Research, says 10-year Treasury yields could fall below 2.3% before rising to 3%. Alex Zozaya, CEO of Apple Leisure…
- Bloomberg Intelligence
Vogel Expects Fed Plan for Treasury Holdings by Year's End
Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end…
- Bloomberg Intelligence
Again Capital's Kilduff Expects Oil Prices to Fall to $42
John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist…
- Bloomberg Intelligence
Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says
Paul Sweeney, director of North American research and a media analyst for Bloomberg Intelligence, discusses media earnings and says 21st Century Fox has the…
- Bloomberg Intelligence
Trump Agenda Would Radically Alter U.S. Economy, Millstein Says
Jim Millstein, CEO of Millstein & Co, says Donald Trump's agenda would be a radical refashioning of America's place in the world's economy. Ross Levinsohn, the…
- Bloomberg Intelligence
We Are Being Choked by Regulatory Environment, Stefanski Says
Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker…
- Bloomberg Intelligence
Infrastructure is Useful But Doesn't Change Economy, Dwane Says
Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't…
- Bloomberg Intelligence
Cushing's Toudouze Discusses Energy 'Renaissance'
Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael…
- Bloomberg Intelligence
Bannon's Addition to NSC Raises Questions, Bloomfield Says
Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve…
- Bloomberg Intelligence
U.S. Concrete CEO Sandbrook Expects Big Demand from Border Wall
Bill Sandbrook, CEO of U.S. Concrete Inc., gives an outlook on infrastructure and says a border wall will need a significant amount of concrete. Leonid…
- Bloomberg Intelligence
Bloomberg's Orlik Says China to Lose on Trade as U.S. Exits TPP
Bloomberg Intelligence's Tom Orlik discusses how Asia economies will shape up under a U.S.-less TPP and says losing U.S. trade will hurt China. Bob Shanks, CFO…
- Bloomberg Intelligence
Bloomberg's Nocera Says Tom Price's Stock Trades Are Unethical
Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg…
- Bloomberg Intelligence
P&L: New Border Taxes Are Biggest Risk to Canada, Wingrove Says
Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg…
- Bloomberg Intelligence
P&L: Bloomberg's Sink on Trump's Immediate Challenges
Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug…
- Bloomberg Intelligence
P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin
Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved…
- Bloomberg Intelligence
P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)
Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa…
- Bloomberg Intelligence
Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing
David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and…
- Bloomberg Intelligence
P&L: Fed Won't Be in a Position to Raise Rates in February
Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for…
- Bloomberg Intelligence
P&L: Apple Could Bundle New Original Content Business
John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows…
- Bloomberg Intelligence
P&L: Tough Questioning in Tillerson Hearing is Bipartisan
Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin…
- Bloomberg Intelligence
P&L: The Global Nature of the Auto Industry
Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at…
- Bloomberg Intelligence
P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018
Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst…
- Bloomberg Intelligence
P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals
Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from…
- Bloomberg Intelligence
P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far
Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at…
- Bloomberg Intelligence
P&L: Trump's Tariff Threat Would Violate NAFTA
Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico…
- Bloomberg Intelligence
P&L: Where China Comes Into Play in U.S.-Russia Relations
Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald…
- Bloomberg Intelligence
P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision
Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to…
- Bloomberg Intelligence
P&L: Sears Will Get One Last Chance for Turnaround in 2017
Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of…
- Bloomberg Intelligence
P&L: Investing in a Trump Presidency
David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook…
- Bloomberg Intelligence
P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'
Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference…
- Bloomberg Intelligence
P&L: GOP Is Pushing Trump to Cut Obamacare Benefits
Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he…
- Bloomberg Intelligence
P&L: Cyberattacks Are the Biggest Threat to the Global Economy
Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie…
- Bloomberg Intelligence
P&L: This Holiday May Be the Best in a Decade for Retailers
Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a…
- Bloomberg Intelligence
P&L: Trump Faces Difficulty in Forming Russia Strategy
Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the…
- Bloomberg Intelligence
P&L: Making America Great Again Will Need a Weaker Dollar
Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar…
- Bloomberg Intelligence
P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion
Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon…
- Bloomberg Intelligence
P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017
Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why…
- Bloomberg Intelligence
P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks
Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then…
- Bloomberg Intelligence
P&L: Former Acting Director of the CIA Discusses Russian Hack
Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of…
- Bloomberg Intelligence
P&L: Fed Should Do at Least Four Hikes in 2017
Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then…
- Bloomberg Intelligence
P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says
Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital…
- Bloomberg Intelligence
P&L: How Blockchain Will Affect Market Structures
Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and…
- Bloomberg Intelligence
P&L: Chipotle Has Lost Its Way
Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost…
- Bloomberg Intelligence
P&L: The Bloomberg Pessimist's Guide to 2017
John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz…
- Bloomberg Intelligence
P&L: Lieberman Says We'll See a Strong Third Party Before 2020
Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition…