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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.
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Russia Has Emerged As A Critical Broker In Global Oil Markets 07.12.2018 29:23
Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have plenty of room to fall. Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job sector is as strong as it's ever been. Noah Smith, Bloomberg Opinion columnist, discusses his colu...
OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast) 06.12.2018 28:51
Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and Mike McKee, International Economics & Policy Correspondent for Bloomberg, discuss the arrest of Huawei's CFO, and how that may impact trade negotiations and other Chinese tech companies. Gerald Gut...
Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO 04.12.2018 27:03
Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling that the U.K. should be allowed to reverse Brexit, and former BOE Governor Mervyn King blasting May's plan. Marianna Goldenberg, Founder of CURO Wealth Management, on how clients are rushing in to settle divorces ahead of tax changes in 2019. T...
Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast) 03.12.2018 29:14
Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks. Ellen Wald, President of Transversal Consulting and Nonresident Senior Fellow at the Atlantic Council's Global Energy Center, on Qatar announcing they will leave OPEC next month. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, on Trump's trad...
Argentina Is Biggest Risk Facing Emerging Market Credit 30.11.2018 26:53
Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses his column, "U.S. Corporations Are Winning War on Capitalism." Mark Chediak, energy reporter for Bloomberg, on California mulling a different structure for beleaguered utility PG&E, after the wildfi...
Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance 29.11.2018 28:06
Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Analyst and host of Bloomberg Law, and Larry Liebert, National Security editor for Bloomberg, on Michael Cohen pleading guilty to lying to Congress. Ontario Finance Minister Vic Fedeli discusses cutting t...
Tariffs Driving Some Production Back To China: Volvo CEO 28.11.2018 30:33
Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on consolidation in the U.S., the growth of online, and changing consumer food habits. Lloyd Minor, Dean of the Stanford University School of Medicine, on how technology is transforming the future o...
"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes 27.11.2018 28:09
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock...
It's Very Implausible That Powell Will Pause To Please Markets 26.11.2018 27:28
John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for COO Sheryl Sandberg. David Welch, Detroit Bureau chief for Bloomberg, on GM planning to cut 10,000 jobs and close five North America plants. Fernando Camara, Founder and CEO of Skyhour, a platform t...
Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble 21.11.2018 26:21
CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's time to buy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on what Apple supplier woes are saying about the company and the smartphone market. Marvin Loh, Glo...
Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu 20.11.2018 31:21
Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE." Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on how Amazon’s new headquarters will impact the New York City real estate market. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on the bitcoin sell-off. David...
Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending 19.11.2018 18:08
David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Leader, on Abby Johnson preparing Fidelity for a $22 trillion shift in assets to women. Anne Mathias, Vanguard’s Global Rates and FX Strategist, discusses how China trade negotiations are impacting mark...
The Bottom Line Is California Won't Allow PG&E To Fail 16.11.2018 26:28
Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, discusses Brexit, the global economy, and themes from his new book, "The Case Against 2 Per Cent Inflation." Adnan Durrani, CEO and Founder of S...
People Voted On Health Care, Not The Economy: Rep. Eshoo 15.11.2018 30:33
Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, on banding together with other investors representing more than $4.8 trillion in assets to pressure gun manufacturers and sellers on gun safety. Tom Gann, Chief Public Policy Officer at McAfee, on why...
Permanente Sees Health Care Shifting From Hospital To Home 14.11.2018 29:00
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France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs 13.11.2018 29:24
Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the mounting pressure on Theresa May to abandon her Brexit plan, as well as a look at Italy's budget. Petco CEO Ron Coughlin discusses the company’s new standards for pet nutrition and potential impact to...
State-Approved Cannabis Will Become Permanent in 2019 12.11.2018 29:01
Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry. Gary Shilling, President of A. Gary Shilling, on the dollar and a looming recession. John Kilduff, Founding Partner of Again Capital, to discuss current outlook for oil price and markets, following Saudi's announcement of cutting back supply. Jay S...
Signs of Credit Stress Pose A Big Challenge to Emerging Markets 09.11.2018 30:09
Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth Management, Commonwealth Financial Network, discusses momentum towards fee-only advisory business and the fee-only landscape. Julian Lee, Bloomberg oil strategist, on oil entering a bear market. Magg...
We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO 08.11.2018 29:39
Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact investing strategy. Larry Liebert, National Security Editor for Bloomberg, on what to expect after the firing of Jeff Sessions. Virgil Kahl, President and Owner, Spring Ridge Financial Group, LLC, discusse...
Stock Rally Is More A Sign of Relief Than Cheering Gridlock 07.11.2018 32:22
Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate makeup, and Mitch McConnell’s goals. Bloomberg's Billy House, Congressional Reporter, and Toluse Olorunnipa, on what to expect from the Democratic House and their subpoena power. Amanda Albright, muni r...
Florida Is Delivering The Drama To Election Junkies 06.11.2018 27:19
Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye, Senior Government analyst for Bloomberg Intelligence, on the impact the midterm elections could have on major policies, ranging from healthcare to energy. Noel Hebert, Director of Credit Research for...
A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles 05.11.2018 28:50
Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy State Department spokesman, on Iran sanctions and the power shift in Saudi Arabia. John Authers, Senior Editor for Bloomberg Markets, on why a Democratic midterms win would be good for the bond markets....
Trump's Animal Spirits Are Threatened by China Trade Tiff 02.11.2018 26:13
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at Berkeley, discusses whether populism- and the unraveling of globalization- the biggest threat to markets. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and the co...
Next Wave of Tech Will Shift From FAANG to Payments, Autos 01.11.2018 29:28
Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier. Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on opportunties in the U.S. real estate market. John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Apple earnings. Nathan Sheets, Chief Economist for PGIM Fixed Income, on the impact of...
It’s Too Late For Smaller Asset Managers To Scale Up 31.10.2018 28:59
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steelhouse, on Facebook earnings and outlook, and the digital ad space. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, to discuss China’s economy, and what the real risks are. Alan B...
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