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Bloomberg Intelligence

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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.

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Bloomberg

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www.bloomberg.com

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30. Okt 2026

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The Fed, Supply Chain, Porsche, And Ukraine (Podcast) 20.09.2022

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discuss interest rates and the September FOMC meetings. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss the Fed, inflation, and outlook for a recession. Rich Freuhauf, Chief Strategy and Sustainability Officer at US Steel (NYSE: X), joins the show to talk about his com...

Markets, Crypto, Porsche, And The Queen (Podcast) 19.09.2022

William Huston, CIO at Bay Street Capital Holdings, joins the show to discuss markets and investing outlook. Markus Schomer, Managing Director and Chief Economist at Pinebridge Investments, joins the show to talk about the outlook for the economy in the US and economies around the globe, and previews this week's FOMC meetings. Leigh-Ann Gerrans, radio anchor and producer for Bloomberg News in Lond...

Private Equity, EVs, And Rails (Podcast) 16.09.2022

Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head of autos and industry coverage for Bloomberg News in Europe, joins the show to talk about the Porsche PO and Ferrari’s new “SUV” that’s not an SUV. Tony Hatch, consultant with ABH consulting, discuss...

Retail Sales, AI Investing, EVs, And Adobe (Podcast) 15.09.2022

Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, gives his market outlook after difficult August inflation data. Francis Oh, Qraft Technologies APAC CE, joins the show to talk about quant investing and advancing asset manageme...

The Markets, The Cloud, The Merge, And A Rail Strike 14.09.2022

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. Amit Walia, CEO at Informatica (NYSE: INFA), joins the show in studio to discuss his company’s outlook, cloud technology, and business investment amid varying economic pressures. Robert Teeter, Head of...

Inflation Data Tops Estimates, Markets React (Correct) 13.09.2022

Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins the show to parse through higher than expected inflation data. Shawn Cruz, Senior Manager, Trader Services and Client Advocacy at TD Ameritrade joins to talk about the TD IMX findings markets, investing and economy. Bloomberg Law's Rebecca Rainey joins with an update on the potential US rail workers strike. Brent Donnelly, p...

Inflation Data Outlook, Fintech, SALT, Ukraine Latest 12.09.2022

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss her outlook on the Fed with CPI data due this week. David Dietze, managing principal and Senior Portfolio Strategist at Gladstone Bank joins to discuss how markets might react to new inflation data. Jeff Sloan, CEO of Global Payments joins to talk aboout the fintech sector and his outlook. Bloo...

Queen Elizabeth, Bond Market, Compound King ETFs 09.09.2022

Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio manager at Winthrop Capital Management joins to give his investment outlook for the rest of this year. Ted Oakley, founder and managing partner at Oxbow Advisors joins to discuss his investment strategies...

The Fed, ECB, M&A, And Rising Prices 08.09.2022

Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the show to talk about mergers and acquisitions and outlook for M&A in the coming months and years. Gina Drosos, CEO at Signet Jewelers (NYSE: SIG), joins the show to talk about her company, the diamond...

The Strong Dollar, Apple, And Oil (Podcast) 07.09.2022

Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo Advisors, joins the show to talk about markets, inflation, and the strong dollar. Ed Ludlow, correspondent for Bloomberg News, joins the show to talk about today’s Apple event and the unveiling of the...

Rates, ESG, Europe, And CVS (Podcast) 06.09.2022

Priya Misra, managing director and Global Head of Rates Strategy at TD Securities, joins the show to talk about the Fed, interest rates, and outlook for the economy in 2022. Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins the show to discuss his recent column about Ron DeSantis and ESG investing. Tim Craighead, Director of Research and Senior European Strategist at Bloomberg Intell...

Jobs, Quantitative Tightening, And EVs (Podcast) 02.09.2022

Tom Gimbel, CEO at LaSalle Network, joins the show to discuss labor and hiring on jobs day. John Gulnac, VP at Adecco, joins the show to forecast hiring and talk about recruitment for companies. Kate Duchene, CEO of RGP, joins the show to talk about inflation adding heightened pressure on businesses amidst the tight labor market. Kevin Muir, Prop Trader at Windor Capital and author of the MacroTou...

Markets, Labor, And Bonds (Podcast) 01.09.2022

Anneka Treon, Managing Director – Head of Competence Center at Van Lanschot Kempen, joins the show to discuss interest rates, the Fed, and markets. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., talks about markets, investing, and the economy in 2022. Christopher McCann, CEO at 1-800-FLOWERS, joins the show to talk about how his business is faring amid inflation, the global fert...

Lending, Markets, Metals, And A Growth Recession (Podcast) 31.08.2022

Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about private credit, corporate lending, inflation, and the economy amid global uncertainty. Brett Ewing, Chief Market Strategist at First Franklin Financial Services, joins the show to discuss markets and investing strategies. Abbas Haider, CEO at Aspetto, discusses how his company is helping to ship supplies to Ukrai...

Twitter, Markets, Housing, And Jewelry (Podcast) 30.08.2022

Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well as how AssetMark is supporting and growing financial advisors. Dan Ives, senior equity analyst and managing director at WedBush Securities, joins the show to discuss Twitter, Elon Musk, and Tesla. Bra...

Wall Street, Energy, And EVs (Podcast) 29.08.2022

Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies. Amena Bakr, Chief OPEC correspondent and Dubai Deputy Bureau Chief at Energy Intelligence, joins the show to discuss energy prices, OPEC, and outlook for oil output in 2022. Kevin Tynan, Bloomberg I...

Jay Powell, Munis, And ETFs (Podcast) 26.08.2022

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed President Loretta Mester speaks with Bloomberg's Michael McKee from Jackson Hole about the economy and interest rates. Joe Mysak, Editor of the Bloomberg Brief: Municipal Markets, discusses the late...

Markets, Private Equity, And Jackson Hole (Podcast) 25.08.2022

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell’s speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to tal...

Investing, Home Prices, And Fast-Food (Podcast) 24.08.2022

Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Grahn, Vice President and Head of ETF Strategy at AllianzIM, joins the show to talk investing and ETF strategy. Shannon Susko, managing director, co-head of strategic solutions & IR and head of Healt...

Lending, Jay Powell, Oil, And EVs (Podcast) 23.08.2022

Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape and outlook for economies in Europe amid inflation. Jonnelle Marte, economics and Federal Reserve reporter with Bloomberg News, joins the show to preview Jackson Hole and discuss the outlook for inflat...

Markets, Retail, And Washington (Podcast) 22.08.2022

Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the show to talk about the fixed income market. Poonam Goyal, Senior US Retail Analyst with Bloomberg Intelligence, discusses Adidas leadership and the state of retail post-July sales figures and a few key e...

Inflation, Crypto, Commodities, And Credit (Podcast) 19.08.2022

Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins, joins the show to discuss commodities, Bitcoin sinking, and investing. Soren Bjorn, President, Driscoll’s of the Americas, talks about food prices, inflation, and the supply chain. Carmen Arroyo, cr...

Afghanistan, The Fed, VC, And Inflation (Podcast) 18.08.2022

Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the Fed and outlook for a recession. Josh Chapman, Managing Partner at Konvoy, joins the show to discuss venture capital and the investment landscape...

Housing, Retail Sales, Energy, And Hiring (Podcast) 17.08.2022

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to discuss inflation, the US economy, and the outlook for a recession. Maria Tadeo, Europe reporter with Bloomberg Opinion, joins the show to talk about the European energy crisis and UK...

Home Building, Consumers, And Green Products (Podcast) 16.08.2022

Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid economic tightening. Ben Emons, Managing Director and Global Macro Strategist at Medley Global Advisors, joins the show to discuss inflation, interest rates, and outlook for the US economy. Jennifer Bar...

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