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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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31 paź 2026

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Odcinki

Hong Kong Is Destined To Be Another Mainland City 13.06.2019

Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Hong Kong protests and how investors are reacting. Jim Crowley, CEO of Pershing, discusses his vision as the newly-appointed CEO and trends impacting the industry. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses President Trump’s interview with...

Invesco’s Hooper: Tech Is Attractive Despite Headwinds 12.06.2019

Kristina Hooper, Chief Global Market Strategist at Invesco, discusses why a recession isn't in the cards for mid-2020. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on markets and his current investment outlook. Josh Wingrove, White House reporter, on how Trump’s patience with tariffs hinges on an unlikely feat by Mexico. Jeff McCarthy...

80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct) 11.06.2019

(Corrects title in reference to Bain's credit purchases.) Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple having the capacity to make iPhones out of China if it needs to. Danton Goei, portfolio manager for the Davis Large...

Too Much Worry About Emerging Markets: Van Eck's Fine 10.06.2019

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown.  Anurag Rana, Software & IT Services analyst for Bloomberg Intelligence, on Salesforce buying Tableau. Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on why there's lots of strength left in U.S. equity markets. Joseph Abboud, designer and Chi...

Philip Morris Bets The Company's Future On Vaping Products 07.06.2019

See omnystudio.com/listener for privacy information.

Why The US Dollar Is Poised to Weaken Vs Euro 06.06.2019

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian Fenty, Co-Founder and CEO of TodayTix, expands beyond ticket sales to developing their own live shows. Hector Barreto, Chairman of The Latino Coalition and former U.S. SBA Administrator, on the U.S. and Mexico failing to reach an agreement to av...

Mike Mayo: Banks Are Poised To Party Like It’s 1995 05.06.2019

Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut.  Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record lo...

UBS's Harford: We're In 4th Inning of Consolidation 04.06.2019

Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and trade. Chris Low, Chief Economist for FTN Financial, to discuss the Fed's signal that they may cut rates. Professor Chris Sagers, the James A. Thomas Distinguished Professor of Law at Cleveland State...

Dollar to Weaken on Mexico Trade Tensions: Nordvig 03.06.2019

Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump's trade wars heat up. Kathy Hannun, co-founder and CEO at Dandelion Energy, a spin-out company of Google X, on why geothermal energy will be a $9 billion market.  Shira Ovide, Bloomberg Opinion techno...

Trump Tariffs Imperil Mexico Relationship: Duncan Wood 31.05.2019

Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy and the trade deal. Alan Baum, auto analyst and Principal at Baum and Associates, on why auto manufacturers and suppliers can't simply move their supply chains out of Mexico. Mike McDonough, Chief Economist: Financial Products for Bloomberg L...

Eco Slowdown Impacting Oil More Than Supply Crunch 30.05.2019

Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil supplies. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, on why markets aren't falling out of bed. Carl Bialik, Data Science Editor for Yelp, on the Yelp Economic Average, which provides an in-d...

Mueller’s Low-Key Rebuttal Blows Hole In Exoneration 29.05.2019

Mueller Roundtable: Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, Tim O’Brien, Executive Editor for Bloomberg Opinion, and Andy Harris, Bloomberg legal reporter, react to Special Counsel Robert Mueller’s public statement. Jim Bianco, President and Founder of Bianco Research, on why the inverted yield curv...

Global Payments Gets Needed Scale With TSS: CEO Sloan (Podcast) 28.05.2019

Jeff Sloan, CEO of Global Payments, on buying Total Systems Services in a deal valued at $21.5 billion. Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on how bond markets are reflecting global growth fears. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on a tech cold war, and how freezing out Huawei will impact 5G. Cl...

Boris Johnson Wouldn’t Last A Year As UK Leader 24.05.2019

Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on Theresa May’s resignation and what happens next with Brexit.  Guitar Center CEO Ron Japinga discusses plans for growth, and how Guitar Center has been able to navigate brick and mortar challenges. Doug Ciocca, CEO at Kavar Capital, on markets and why he's seeing opportunities in tech. Amanda Albright, Bloomberg...

Qualcomm's Dual Business Model Remains A Risk: Ovide 23.05.2019

Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Signals product which turns weather forecasts into sales predictions for retailers and the agriculture industry. Michelle Krebs, Executive Analyst at Autotrader, on the upcoming Memorial Day weekend that...

Jennison Bets On 'Booming' Digital Payments Sector 22.05.2019

Mark Baribeau, Head of Global Equity at Jennison, on why growth equities have room to run despite geopolitical issues and market volatility. Bess Freedman, CEO of Brown Harris Stevens, on where the money is going in NYC real estate. David Stewart, The Balvenie's Malt Master, discusses the growth of the Scotch/whiskey category, and their new Stories line. George Ferguson, Senior Aerospace, Defense...

The Odds Are Increasing For A Second Brexit Referendum 21.05.2019

Therese Raphael, Bloomberg Opinion editor, discusses Theresa May's new Brexit plan.  Jon Mackay, Head of Sales, Wealth Management Solutions at Schroders, on why EU equities look more attractive than U.S. equities.  Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the outlook for the T-Mobile - Sprint deal. OppenheimerFunds Chief Investment Officer and Head of Fixed Income, Kr...

Tesla Growth Story May Be Shifting To Solvency Story 20.05.2019

David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in restructuring. Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Jordan Gaspar, Managing Partner of AccelFoods, on the future of food and how to invest in it.  Edward Hertzman,...

China Is Vulnerable But Deal Unlikely: HKS' Lawrence (Podcast) 20.05.2019

Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why a China trade deal is looking unlikely in the near future. Martin Stephan, the Deputy CEO of Carbios, a French recycling biotech company, on their technology that aims for zero plastic waste. Alex Webb, Bloomberg Opinion technology columnist, discusses...

Huawei Threat Poses Grave Risk To Trade Deal 16.05.2019

Meredith Sumpter, Research Strategy & Operations Head at Eurasia Group, on how U.S threats against Huawei pose a grave risk to the company and to a trade truce. Bloomberg Intelligence's Woo Jin Ho, Senior Technology Analyst, and John Butler, Senior Telecoms analyst, discuss Trump's moves against Huawei, what it means for the telecom sector, and how it could impact 5G rollout. Virginie Costa, C...

Why Bermuda Is At The Forefront Of Blockchain Tech (Podcast) 15.05.2019

The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings Investment Institute, on the trade war and emerging markets. Craig Johnson, President of Customer Growth Partners, on Macy's and retail earnings. Lulu Chen, Hong Kong technology reporter for Bloomberg, on Alibaba and Tencent earnings, and what it...

Legal System Not Capable Of Regulating Tech: Gibney 14.05.2019

Author and venture capitalist Bruce Gibney discusses his new book, "THE NONSENSE FACTORY: The Making and Breaking of the American Legal System," on how the legal system should be fixed to become less arbitrary and more legitimate. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on what to expect next in the China trade war. Sonali Basak, investment banking reporter for Bloomb...

Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King 13.05.2019

Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, examines recent escalations from North Korea, Russia, Iran, and China. Tom Giles, Bloomberg technology reporter, on Apple getting hit on China tariff concerns and the Supreme Co...

U.S. Is More Vulnerable Than Headline Numbers Suggest 10.05.2019

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on how Trump's tweets about tariff impact to farmers don't add up. Andy Kuper, CEO of LeapFrog Investments, an impact-only private equity fund manager, discusses investing in em...

Anadarko Will Be Huge Stretch For Occidental's Coffers 09.05.2019

Simon Casey, Energy Americas Team Leader for Bloomberg, on an Occidental jet landing in Shell's hometown, amid a bidding war for Anadarko. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar and market implications from trade war. Lucas Shaw, Bloomberg Entertainment Reporter, on Disney’s streaming business, and Walmart getting into prog...

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