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
TikTok's Viral Distribution Power Rattles Trump Campaign Rally 22.06.2020 27:41
Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the Hoover Institution and Bloomberg Opinion columnist, discusses his column: "America Is on the Road to Relapse Not Recovery." Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, on what's driving the v-shaped...
Why Millions of People Have Dived Into Day Trading 19.06.2020 29:37
Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg fi...
Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years 18.06.2020 26:08
Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why clients are holding onto cash. Andrew Browne, Editorial Director for Bloomberg New Economy, on how former National Security Advisor John Bolton's book...
Trillions In Stimulus Going Out The Door Without Any Oversight 17.06.2020 26:54
Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as we...
Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey 16.06.2020 11:44
Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before the Senate Banking Committee. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
Elon Musk Takes a Gamble as Insurance Rates Skyrocket 15.06.2020 28:43
Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health car...
Lowering S&P Target to 3,100 By December: Stifel's Bannister 12.06.2020 28:56
Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets....
Largest NY Hospital System Sees Return of Patients, Surgeries 11.06.2020 29:05
Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Found...
We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp 10.06.2020 27:44
Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at...
Why Military Leaders Like Me Are Speaking Out: James Stavridis 09.06.2020 28:06
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger a...
Not Much Strategic Sense To An AstraZeneca-Gilead Deal 08.06.2020 28:40
Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchi...
Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO 05.06.2020 34:21
Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the mismatch between economists' estimates and payrolls report. Matt Boesler, Bloomberg Fed reporter, and Dave Wilson, Bloomberg stocks editor, di...
A Real Leader Is Needed To Deliver Vital Changes: David McCourt 04.06.2020 29:07
David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Reporter for Bloomberg, on American Airlines boosting flying 74% on demand rebound. John Chuang, CEO and Co-Founder of Aquent, discusses the gig economy, and whether the pandemic can change protections fo...
Yes, Trump Can Send In The Military But Probably Won't: Feldman 03.06.2020 29:08
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop marke...
It's A Borrower's Bond Market, As Amazon Scores Record Low Rates. 02.06.2020 29:59
Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why ending racism in America is a responsibility of corporations. Meltem Demirors, Chief Strategy Officer at CoinShares, to discuss why she disagrees with Goldman’s assessment of both crypto and gold. David Kocieniewski, Bloomberg Businessweek...
Very Worried About 'Powder Keg' Brewing In US: Terrorism Expert Watts 01.06.2020 29:16
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and civil unrest across the U.S. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on China and emerging markets. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on why now is a good...
Why Fed Yield Curve Control Is Price Fixing: Jim Bianco 29.05.2020 21:06
Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously optimistic the U.S will avoid long-term damage. Leland Miller, CEO of China Beige Book International, discusses why the China trade deal is on its last legs. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privac...
Forty Percent of Bars In U.S. May Not Make It: Ritholtz 28.05.2020 28:44
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the grim future for the U.S. bar scene. Cass Sunstein, Bloomberg Opinion columnist and Harvard Law professor, discusses his column, "Twitter Strikes Balance Between Liberty and Lies." Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why the markets are...
Twitter Faces Slippery Slope With Fact-Checking: SocialFlow CEO 27.05.2020 29:02
Jim Anderson, CEO of SocialFlow, on Trump threatening to shut down Twitter and social media after receiving a fact-checking label. Robert Kelchen, Associate Professor of Higher Education at Seton Hall University and Janet Lorin, college endowments reporter for Bloomberg, discuss the dire financial landscape for higher education. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discuss...
Why Online Education Should Come With An Online Price 26.05.2020 31:01
Cathy O'Neil, mathematician and Bloomberg Opinion columnist, discusses her column, "Covid-19 Will Make Colleges Prove Their Worth." Michael Hirson, Practice Head, China and Northeast Asia, Eurasia Group, on China's strategy with Hong Kong and a vaccine. Josh Lohmeier, Head of North American Investment Grade Credit at Aviva Investors, on credit spreads and bond markets. Ira Jersey, Chief US interes...
Why Lockdowns Haven’t Proved They’re Worth the Havoc 22.05.2020 29:06
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Lockdowns Haven’t Proved They’re Worth the Havoc. Twenty co-founder Jared Allgood, discusses Healthy Together, the contact tracing app deployed by the state of Utah to contain the spread of COVID-19. Yvonne Man, Anchor for Daybreak Asia and Bloomberg Markets: China Open for Bloomberg, and Tom Orlik, Chief Economist for Bloomberg Econom...
China Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO 21.05.2020 29:46
Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny Dorling, Professor of Geography at Oxford and author of "Slowdown: The End of the Great Acceleration," explains why the pandemic is a wake-up call to the need for a slowdown. Annie Massa, Investing Reporter for Bloomberg, and Eric Balchunas, Sen...
Now Is The Time To Disrupt Your Business Model: Travelocity Founder 20.05.2020 29:24
Terry Jones, founder of Travelocity and co-founder of Kayak.com, to discuss why now is a good time for company leaders to innovate their business plans. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets, the Fed, and his current investment outlook. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses the...
Moderna Vaccine Holds Promise But In Very, VERY Early Days 18.05.2020 26:52
Max Nisen, Bloomberg Opinion biotech, pharma and health care columnist, discusses why it's still early days for Moderna's virus vaccine. Lisa Knee, co-leader for the national real estate practice at Eisner Amper, on the commercial real estate landscape. Burt Flickinger, Managing Director at Strategic Resource Group, on why J.C. Penney will still be viable after filing for bankruptcy. Don McCree, V...
China Mostly Views Trump's Latest Salvo As Empty Rhetoric 15.05.2020 25:38
Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting coastal, residential real estate. Andreas Kluth, Bloomberg Opinion columnist, discusses his column: "Your Kids May Never Return to Normal Schooling." Kathleen McNamara, Senior Municipal Bond Strategist at UBS Wealth Management, discusses the...
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