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.
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Episodes
Reddit Traders Beat The Masters of the Universe: Jim Bianco 02.02.2021 26:34
Jim Bianco, President of Bianco Research and Bloomberg Opinion columnist, on his new column: “Wall Street Never Saw the Redditors Coming.” Lizette Chapman, Bloomberg venture capital reporter, on Uber buying alcohol delivery company Drizly for $1.1 billion. Tai Lopez, Founder of Retail Ecommerce Ventures (REV), on the outlook for retail bankruptcies and potential acquisition targets. Fernando Valle...
Fundamentals Still Matter Despite Reddit Noise: Federated's Orlando 01.02.2021 26:41
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on why fundamentals still matter. Bob Sloan, Founder and Managing Partner at S3 Partners, on entering finance’s "populist revolution." Marvin Owens, Chief Engagement Officer of Impact Shares and former Senior Director of Economic Development at the NAACP, on Black History Month and economic eq...
Covid Treatment Eliminated Death in Study, Says Eli Lilly 29.01.2021 32:10
Dr. Dan Skovronsky, Chief Scientific Officer at Eli Lilly and Company, discusses the role their covid-19 antibody therapies are playing in the fight against the pandemic. Bermuda Premier David Burt discusses the country’s thriving fintech and crypto business, as well as tackling the pandemic. Aaron Brown, Former Chief Risk Manager at AQR Capital Management, and Bloomberg Opinion columnist, discuss...
GameStop Investor on 'Good Guy vs Bad Guy' Trading Face-Off 28.01.2021 31:56
GameStop investor John Broderick, Portfolio Manager of Permit Capital, discusses the phenomenon of amateur traders facing off with hedge funds. Jim Anderson, CEO of SocialFlow, and Sarah Ponczek, Bloomberg cross-asset reporter, on the GameStop retail frenzy and how social media is playing a role. Jim Keane, CEO of Steelcase, a leading manufacturer of furniture for offices, hospitals and classrooms...
GameStop Is Rage Against the Financial Machine: John Authers 27.01.2021 31:45
John Authers, Senior Editor for Bloomberg Markets, discusses his column: "GameStop Is Rage Against the Financial Machine." Alan Blinder, Former Fed Vice Chairman and Professor at Princeton University, discusses why a healthy economy depends on Congress passing the virus relief bill. Bryan Whalen, Group Managing Director for TCW’s Fixed Income Group, on why credit portfolios need to account for a p...
AppHarvest Is Building Hi-Tech Indoor Farms For The Future 26.01.2021 28:51
Jonathan Webb, Founder and CEO of ag-tech company AppHarvest, on building some of the largest indoor farms in the world in Appalacia. Stephen Roach, Senior Fellow at Yale University and former Chairman of Morgan Stanley Asia, discusses his column: "The Weaker Dollar Trend Is Only Just Beginning.” Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE earnings and outlook. Sar...
Why Merck's Vaccine Exit Is Significant: Mammadova 25.01.2021 26:57
Jeylan Mammadova, Global Sector Lead: Healthcare for Third Bridge, on vaccines and health care stocks. Thomas Flohr, Founder & Chairman of private aviation company, Vista Global, on the rise and outlook for private aviation. Peter Andersen, Founder of Andersen Capital Management, LLC, on his 40.7% return vs S&P500 for 2020, and what he expects for 2021. Katherine Doherty, Bloomberg distres...
Biden Has Once-in-a-Century Chance to Fix Capitalism: Joe Nocera 22.01.2021 29:00
Joe Nocera, Bloomberg Opinion columnist, discusses his latest column: "Biden Has Once-in-a-Century Chance to Fix Capitalism." Burt Flickinger, Managing Director at Strategic Resource Group, on local Buffalo grocer pulling Kansas City BBQ sauces off the shelves ahead of the playoffs. Logan Mohtashami, housing data analyst and columnist for HousingWire, on his outlook for the 2021 housing market. La...
What's Keeping CEOs Up At Night: Conference Board Survey 21.01.2021 29:20
Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the results from their Global CEO survey. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on his column: “Keystone XL Couldn’t Survive a Changed Climate.” Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Busine...
Gene Sperling: Democrats Must Stick Together To Go Big 20.01.2021 31:09
Gene Sperling, former Director of the National Economic Council and author of "Economic Dignity," talks about President Biden's economic plans, and why he needs to go big. Jeanne Sheehan Zaino, Bloomberg politics contributor, Professor at Iona College, and author of "American Democracy in Crisis," on Biden’s inauguration and Trump's exit. Sarah Ponczek, Bloomberg cross-asset reporter, on growth co...
Yellen Makes Big Sales Pitch for $1.9 Trillion: BI's Jersey 19.01.2021 30:10
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what to expect from Treasury Secretary nominee Janet Yellen’s confirmation hearing. Sonali Basak, Wall Street reporter for Bloomberg, discusses bank earnings. Mike Dowdall, Investment Strategist and Portfolio Manager at BMO Global Asset Management, with his 2021 market outlook. Clint Watts, Distinguished Research F...
Consumers Took On Debt To Cover Holiday Spending: Creditntell 15.01.2021 27:15
Seema Shah, Director: Consumer and Retail Trends at Creditntell, on lower than expected retail sales. Laura Martin, Senior Media Analyst at Needham & Co., on the return of advertising and outlook for streaming. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on NYC Mayor de Blasio pleading for more vaccines from the Feds. Alison Williams, Senior Analyst: Globa...
Office Space Cost Will Have To Come Down: IWG Global 14.01.2021 27:16
Mark Dixon, IWG Global CEO and Founder, on the impact of the COVID-19 pandemic on the commercial real estate sector and flexible workspace vertical. Jordan Gaspar, President and Managing Partner of VC firm, AF Ventures, on how covid upended packaged food consumption. Carl Riccadonna, Chief US Economist for Bloomberg Economics, on much higher than expected jobless claims. Elisa Martinuzzi, Bloomber...
Even McConnell Is Happy to See Trump Impeached: Timothy O'Brien 13.01.2021 28:56
Timothy O’Brien, senior columnist for Bloomberg Opinion, on his column: “Even McConnell Is Happy to See Trump Impeached." Kristina Hooper, Invesco Chief Global Market Strategist, on markets looking past chaos to a robust recovery. Anurag Rana, Senior Software & IT Services analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on VMWare CEO Pat Gelsinger replacing Intel...
Why Bitcoin Is Having a Moment: CoinShares' Demirors 12.01.2021 29:25
Meltem Demirors, Chief Strategy Officer at CoinShares Group, on the crypto landscape, and what’s behind bitcoin’s crash and rebound. Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management, discusses his market outlook and investing strategy insights heading into 2021. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Revoke Social Media's Shield, But for...
House Has Strong Argument for Impeachment: Prof. Briffault 11.01.2021 28:38
Richard Briffault, Professor of Litigation at Columbia Law School, on the second impeachment of President Trump. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses the changes needed to improve vaccine distribution. Mark Douglas, CEO of Steelhouse, on the social media bans on President Trump, and Big Tech shutting access to far-right platform Parler. Brooke Sutherland, Bloomberg Opinion...
New Business Starts Are Up Well Over 20%: Paychex CEO 08.01.2021 27:35
Marty Mucci, President and CEO of Paychex, discusses their small business employment report. Ramesh Ponnuru, Senior Editor for National Review, discusses the Jan 6th insurrection and his column: “Capitol Riot Was Trumpism's Essence on Display.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and s...
Trump Losing His Twitter Megaphone Would Be A Big Blow: SocialFlow CEO 07.01.2021 25:35
Jim Anderson, CEO of SocialFlow, on Twitter and Facebook suspending the President’s social media accounts. Dennis Woodside, President of Impossible Foods, on cutting prices 15% to compete with beef. Jordan Strauss, Managing Director at Kroll, and Former Director of Preparedness and Response, National Security Division, U.S. DOJ, discusses the security issues surrounding the violent insurrection in...
Eaton Vance Head of Fixed Income: Keyed on Cyclical Rotation Trade 06.01.2021 34:54
Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, Whit...
SkyBridge's Scaramucci On Why He Launched A Bitcoin Fund 05.01.2021 27:03
Anthony Scaramucci, Founder of SkyBridge Capital and former White House communications director, discusses SkyBridge’s new bitcoin fund and how this will open up the gates for greater access. IMAX CEO Richard Gelfond discusses the outlook for films and movie theaters. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on how markets are looking at the Georgia Senate runoff race...
Senate Runoffs Threaten Bullish Market: Federated's Orlando 04.01.2021 29:36
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on three things to watch in 2021. Timothy O’Brien, Bloomberg Opinion senior columnist, discusses his column: “Trump Phone Call Is What Coup Fever Looks Like.” Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on another wild ride for bitcoin and why OPEC is fighting a losing battl...
The Cruise Ship Suicides Began After The Passengers Left 31.12.2020 25:10
Austin Carr, Bloomberg technology reporter, discusses his column: “The Cruise Ship Suicides Began After the Last Passengers Left.” Darrin Williams, CEO of Southern Bancorp, on why they are "first responders" to underserved communities. Michael Rea, Founder and CEO of RX Savings Solutions, on the vaccine rollout, and the outlook for cuts to drug pricing under Biden. Elise Young, Bloomberg reporter,...
How XpresSpa Converted Airport Spas Into Test Centers: CEO Satzman 30.12.2020 25:53
Doug Satzman, CEO of XpresSpa Group, on how the largest airport spa company in the world pivoted into covid and medical testing centers. Irv Goldman, CEO of wine auction house Acker, on launching Acker Wine Markets, a data-driven wine investing platform providing market analytics. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses stressors in fixed income m...
Wall Street Tempers Bonus Expectations In Pandemic Year 29.12.2020 25:20
Lananh Nguyen, Bloomberg finance reporter, on Wall Street tempering bonus expectations in year of the pandemic. Luisa Bianco, Professor of Public Policy at Pepperdine University, discusses her column, “The 'She-cession' Is Very Real for Minority Women.” Steve Grobman, Senior Vice President and Chief Technology Officer at McAfee, on the "Cyber Pearl Harbor" SolarWinds hack into the U.S. government....
The Good, The Bad, And The Ugly of SPACs: LUMA's Kawaja 28.12.2020 25:49
Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on their new SPAC LUMAscape which maps over 250 SPACs by sector and status. Claudia Sahm, Founder of Stay-At-Home Macro and former Federal Reserve economist, discusses her column: “Forgiving Student Loans Is Not a Lasting Solution.” Scott Torrey, CEO of PayScale, on compensation in 2021 and their recent report on the hottest jobs...
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