Bloomberg
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.
Visita il sito del podcast e sostieni chi lo crea: www.bloomberg.com
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Episodi
We Are In The Age of Surveillance Capitalism: Zuboff (Podcast) 01.03.2019 28:45
Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power . Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Lyft's IPO. Victor Garcia, CEO Of CAI International (NYSE: CAI), on impact of tariffs, and how the rise of e-commerce has changed the landsca...
Hi-Yield Opportunity In Beat-Down California Utilities (Podcast) 28.02.2019 26:39
Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade talks following Lighthizer's hearing. Evan Clark, Deputy Managing Editor for WWD, on retailers searching for the model of the future. David Welch, Detroit Bureau Chief, on how new forms of mobility are...
GE's Danaher Deal Doesn't Solve Its Problem With Growth 25.02.2019 28:12
Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in US-China trade talks and deleveraging in China. John Kilduff, Founding Partner at Again Capital, on how Trump's tweet criticizing high oil prices may indicate a softening towards clamping down on Iran...
Mueller Report Likely To Impugn The President: Waxman (Podcast) 23.02.2019 29:11
Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week. Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strate...
Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast) 21.02.2019 29:15
Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and China banning Australia coal imports as retaliation for Huawei ban. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses market behavior, a...
EM Optimism Has Been Overblown: Brown Brothers' Thin 20.02.2019 26:55
Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC a...
Sanders Announces Presidential Run: Greg Valliere 19.02.2019 25:46
Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at C...
Amazon's Erstwhile NYC Site Will Lure In New Money 15.02.2019 29:13
Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ. Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on...
Retail Sales Numbers Are Just Wrong: Craig Johnson 14.02.2019 25:26
Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investme...
Teva's Future Lies In Branded Drugs As Generics Sink (Podcast) 13.02.2019 29:47
Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs. Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for A...
China's Debt Poses Much Greater Threat Than Trade 12.02.2019 27:20
John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI...
Home Values Will Decline In Coastal Cities: Mohtashami (Podcast) 11.02.2019 29:02
Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on wh...
Former CIA Ops Chief: In the Long Game, Maduro Goes 08.02.2019 29:09
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the o...
BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast) 07.02.2019 29:00
Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on...
Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast) 06.02.2019 28:51
Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela. Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers. Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingd...
Puerto Rico Emergency Funds Are Protected: Rossello (Podcast) 05.02.2019 28:18
Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds. Willi...
Crackdown on China Tech Could Create Two 5G Markets (Podcast) 04.02.2019 27:54
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment...
PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast) 01.02.2019 29:54
Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook. Shira Ovide, Bloomberg Opinion technology columnist, on Amaz...
Introducing Behind the Scenes, a New Show 31.01.2019 0:35
P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school. See omnystudio.com/listener for privacy information.
Tesla May Have Much Less Cash Than Reported: Johnson (Podcast) 31.01.2019 29:51
Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new V...
Trump and China’s Xi Heading Towards Superficial Treaty (Podcast) 30.01.2019 29:46
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ir...
The Fed Is Guessing As it Plays With Fire: David Kotok 29.01.2019 34:55
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament. Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei char...
America Is Lagging In The 5G Race: Harvard's Crawford (Podcast) 28.01.2019 26:03
Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief...
PG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast) 25.01.2019 27:23
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growt...
Venezuela Bonds Have More Upside On Regime Change 24.01.2019 31:44
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence in London, on oil markets and reaction to turmoil in Venezuela. Mike Konzen, CEO of a leading design & architecture firm PGAV Destinations, on designing thrill, the fut...
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