Bloomberg

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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Τελευταίο επεισόδιο

31 Οκτ 2026

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Επεισόδια

Activision CEO, First Republic, Earnings, and Stock Picks 27.04.2023

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. Mara Goldstein, Equity Analyst at Mizuho, joins to discuss Merck earnings. George Bory, chief investment strategist, fixed income with AllSpring Global Investments, joins the program to discuss fi...

Microsoft, First Republic, the Debt Ceiling, and Watches 26.04.2023

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan and BI Equity Research Analyst Neil Sipes join for a banking roundtable. Herman discusses First Republic and PacWest, and Neil talks about other b...

Consumer Health Amid Continued Rate Hikes 26.04.2023

Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Tucker Carlson, Derivatives, Airline Investing, and GE 25.04.2023

Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN, also joins in a roundtable, to discuss the advertising and financial impact of the cable news shakeup. Randy Frederick, Managing Director of Trading Derivatives, Schwab Center for Financial Research,...

Crypto, Geopolitical Risks and Motorcycles 24.04.2023

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.   Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss market conditions, outlook for the economy, and some of his latest research on crypto and digital assets Ed Price, non-resident senior fellow at NYU and Principal at ERGO, joins the program to discuss hi...

Earnings, Mergers, Buy American, and Formula 1 21.04.2023

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and gives her stock picks. Deb Aitken, Senior Analyst: Luxury Goods and Beauty & Home Care with Bloomberg Intelligence, joins the program to break down Proctor &...

Tesla, REITs, Regionals, and Markets 20.04.2023

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Jeff Langbaum, Senior REIT Analyst with Bloomberg Intelligence, also joins us to talk REITs. George Archos, CEO at Verano (OTC: VRNOF), joins to discuss cannabis...

Netflix, UK CPI, Bank Earnings, and Fox News 19.04.2023

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, joins to discuss ETF flows and investing strategies. Dr. Vania Stavrakeva, economics professor at London Business School, joins to break down the surprising UK CPI reading, a Bank of England rate hike,...

Banks, ChatGPT, Apple, Fox News, and Cybersecurity 18.04.2023

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence, joins the program from the NAB Convention in Las Vegas (National Association of Broadcasters) to discuss the outlook for the Fox News-Dominion lawsuit and the challenges both parties face. Jeff Langb...

Merck, AI, Earnings, and First Republic 17.04.2023

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he likes and defensive positioning amid recent inflation data readings. Ashley Still, SVP and Creative and Digital Media lead at Adobe, discuss the company’s push towards AI technology and how it’s looking...

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines 14.04.2023

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, discussing bank earnings and other wall street news. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the latest retail sales figures and consumer strength. Jane...

Inflation, Regional Bank Earnings, Cannabis, & Nickel 13.04.2023

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the B...

CPI, Cruises, Industrials, ETFs, and Cannabis 12.04.2023

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emers...

Earnings, IMF, ETFs, and Autos (Podcast) 12.04.2023

Gina Martin Adams, Senior Equity Analyst with Bloomberg Intelligence, joins to discuss her grim preview of earnings season. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ETF flows. Grant Sporre, Metals and Mining Senior Analyst with Bloomberg Intelligence, joins to discuss gold and Newmont’s Newcrest bid. Neil Grossman, former CIO at TKNG Capital, joins...

Apple, Real Estate, Russia, and Carvana 10.04.2023

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to discuss the deliveries miss for Apple on personal PCs. David O’Reilly, CEO of Howard Hughes (NYSE: HHC), joins to discuss economic challenges that commercial real estate faces, as well as office spaces and residents/home buyers. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at...

IMF, Western Alliance, ETFs, and Kurodanomics 06.04.2023

Tom Keene interviews IMF Managing Director Kristilina Georgieva live in Washington DC. Selma Hepp, Chief Economist at CoreLogic, joins the program to discuss the housing market and breaks down the latest housing data. Pablo di Si, CEO of Volkswagen of America, joins Alix Steel and Matt Miller with BTV to discuss the latest auto trends and VW’s electric vehicle goals in the US. Herman Chan, Senior...

Trump, Western Alliance, FedEx, and Apple 05.04.2023

Lisa Camooso Miller, former Republican National Committee Communications Director and partner with Reset Public Affairs, and Bloomberg Washington correspondent Emily Wilkins join to discuss the Trump indictment. Nissan Motor Senior VP Jeremie Papin joins BTV to speak with Guy Johnson and Matt Miller. Tomasz Noetzel, Senior Equity Analyst: European Banks with Bloomberg Intelligence, discusses his r...

Trump, Jamie Dimon, OPEC, and Markets 04.04.2023

Bloomberg’s Kriti Gupta joins us from downtown Manhattan for the very latest on the Trump arraignment. Bloomberg Washington correspondent Joe Mathieu joins us from DC to talk about the perspective on Capitol Hill. Alison Williams, Senior with Bloomberg Intelligence, joins to break down Jamie Dimon’s annual letter to shareholders and the last shareholder meeting for Credit Suisse. Jonathan Maxwell,...

OPEC, Trump, UBS, and WWE 03.04.2023

Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, join for an energy roundtable to discuss the surprise OPEC+ cuts and what it means for prices and domestic production going forward. Bloomberg’s Kriti Gupta joins us from downtown Manhattan to discuss the latest on the ground from the Trump indictment. Nick Akerman of...

Trump Indictment, PCE Inflation Data, and Markets 31.03.2023

Tim O’Brien, Senior Executive Editor with Bloomberg Opinion, joins to break down the indictment of former President Donald Trump. Annmarie Hordern, Washington correspondent with Bloomberg TV, and Bloomberg Law host June Grasso join to discuss the political and legal implications of the Trump indictment. Michael Zeldin, Former Federal Prosecutor & Former Special Counsel to Robert Mueller when h...

Steel, GDP, Geopolitics, and Lamborghini 30.03.2023

Chris Campbell, Chief Strategist at Kroll, discusses GDP, the regional banking turmoil, his outlook for the US economy and potential for a recession in the near-term. David Stickler, former CEO of Big River Steel and current CEO of Highbar, LLC, joins to discuss green initiatives, his company’s outlook amid inflation, regulatory concerns, the impact of protectionism, and economic uncertainty. Jame...

UBS, China, Markets, and the Fed 29.03.2023

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the Credit Suisse acquisition. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Bloomberg Economics Chief Economist Tom Orlik joins to...

Banking Sector Regulatory Overhaul 28.03.2023

Bloomberg Intelligence Senior US Regional Banks Analyst, Herman Chan discusses the congressional bank hearings with Bloomberg Market's host Paul Sweeney.  See omnystudio.com/listener for privacy information.

Banks, Supply Chain, Real Estate, and Pets 27.03.2023

 Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the latest wall street and banking news. Lisa Knee, Real Estate lead at EisnerAmper, discusses the latest on real estate and mortgages amid banking and financial concerns. Diana Rosero-Pena, Equity Research Analyst with Bloomberg Intelligence, and Ann-Hunter van Kirk, Senior Equity Resear...

Banks, Jack Dorsey, India, and Gene Editing (Podcast) 27.03.2023

Bloomberg News Macro Strategist Cam Crise joins the program to break down how traders are pricing in the Fed’s rate moves this week and outlook for markets amid bank uncertainty. Jenny Surane, finance reporter with Bloomberg News, joins the program to discuss Hindenburg short selling Block and crushing a portion of Jack Dorsey’s wealth, as well as Hindenburg’s recent involvement with Adani Group....

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