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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Bloomberg

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News

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www.bloomberg.com

Latest episode

Jul 10, 2026

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Episodes

Bonus: Game Changers, Part 1 15.09.2020

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think. In this four part miniseries we'll meet the visionary minds who attempt to sculpture the futu...

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu 14.09.2020

Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease governments. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Nvidia buying Softbank’s chip division Arm for $40 billion. Doug Borthwick, Chief Marketing Officer and He...

"We're Halfway There" to 10-15% Correction: Jim Bianco 11.09.2020

Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Of Course Trump Couldn’t Resist Bob Woodward." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the coronavirus:...

Weak Oil Demand May Push Price Back Near $30: Schork 10.09.2020

Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and tho...

Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson 09.09.2020

Gordon Johnson, CEO and Founder of GLJ Research, discusses why he has a $19 price target on Tesla. Jim Vogel, Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why there's little evidence the bull market is ending. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg...

Why Fundamentals Are Driving Currency Investment: BBH's Thin 08.09.2020

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on his current outlook for markets. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on why the market ebullience may ebb this fall. Therese Raphael, Bloomberg Opinion columnist, discusses her column: "Boris Johnson Takes Brexit in a Crazy Direction." David Welch, Detroit Bureau Chief for...

Being Black on Wall Street: A Bloomberg Radio Special 28.08.2020

On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own words. Host: Sonali Basak Producer: Colin Tipton See omnystudio.com/listener for privacy information.

Not Confident on the U.S. Recovery or Dollar: BBH's Thin 21.08.2020

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses Biden's performance and key takeaways from the Democratic National Convention. Randy Frederick, VP of Trading and Derivatives at the Schwab Center for Financial...

The Value Gap To Growth Is About To Close: Federated's Orlando 20.08.2020

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on why the Leading Index points to the recovery losing steam. Natalie Wong, Bloomberg U.S. commercial real estate reporter, on desperate NYC...

Krispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic 19.08.2020

Mike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times Square. Wendy Schiller, Chair of Political Science at Brown University, discusses the Democratic National Convention and her outlook for the election. Bloomberg Opinion columnist Scott Duke Kominers, Associate Professor at Harvard Business School,...

Market Is Ripe For A Near-Term Pullback: Miller Tabak's Maley 18.08.2020

Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the election. Sarah Halzack, Bloomberg Opinion consumer columnist, on big retailer earnings results: Walmart, Home Depot, and Kohl's. Sherry Chris, President and CEO of Realogy Expansion Brands Portfolio, which includes Better Homes and Gardens Real...

Trump Is Derailing, Perverting the Mission of the USPS: O'Brien 17.08.2020

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks from the election. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the glaring divergence between AMD and Intel. Ted Koenig, President and CEO of Monroe Capital...

US-China Relations Are The Worst I've Ever Seen: Stephen Orlins 15.08.2020

Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and w...

Apple Makes the Right Move at the Right Time: Wedbush's Ives 13.08.2020

Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "TikTok Is a Superweapon in China’s Culture War." Sally Bakewell, Bloomberg corporate finance reporter, on how most of America's small businesses are bei...

Big 10 Defies Money, Politics to Protect Athletes: Nocera 12.08.2020

Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President o...

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel 11.08.2020

Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pi...

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO 10.08.2020

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put o...

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer 07.08.2020

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam...

Corporate Chieftains Should Talk Less, Pay More: Kaissar 06.08.2020

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential fo...

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten 05.08.2020

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior...

A Tale of Two Cities Emerges In Commercial Real Estate 04.08.2020

Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "...

Why A TikTok-Microsoft Deal Solves A Lot of Problems 03.08.2020

Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor fall period for auto sales. Robert Thompson, CEO of Clinical Reference Laboratory, on receiving FDA emergency use authorization for their covid at-home-saliva test. Adam Blumenfeld, CEO of Varsity Br...

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives 31.07.2020

Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his column: "Bonds Are Sending the Right Signals Now." Reade Pickert, Bloomberg economy reporter, on personal income dropping as one-time stimulus boost fades. Mark Douglas, CEO of Steelho...

Kodak Craziness Is Captured in One Word. Really?: Max Nisen 30.07.2020

Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Wash...

Kocherlakota: Fed Needs to Target Employment, Not Inflation 29.07.2020

Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his column: "The Fed Needs to Focus on Employment." Jennifer Rie, Senior Antitrust Litigation Analyst for Bloomberg Intelligence, discusses today's Big Tech antitrust hearing before the House. Stephen Kane, Group Managing Director and Portfolio Ma...

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