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

Podcast website

www.bloomberg.com

Latest episode

Jul 10, 2026

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Episodes

Pandemic Could Create Industries We're Not Yet Aware Of 14.05.2020

Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloomberg New Economy, on Trump playing the blame game with China. Tal Cohen, Head of US Markets at Nasdaq, discusses the current market environment. Tae Kim, Bloomberg Opinion technology columnist, on wh...

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta 13.05.2020

Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of private equity in a volatile market. Linda Kirkpatrick, President of US Issuers at Mastercard, on consumers embracing contactless payments. Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intellige...

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset 11.05.2020

Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the perfect storm in emerging markets. Christopher Condon, U.S. Economy reporter, on the reshaping of the scarred and scared American consumer. Brian Egger, Senior Gaming & Lodging Analyst for Bloomb...

Airline Traffic May Not Recover 2019 Levels Until 2025 08.05.2020

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey P...

Papa John's Just Hired Over 12,000 People: CEO Lynch 07.05.2020

Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what...

Why Stocks Are Rising While Economy Crashes: Paul Krugman 06.05.2020

Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, dis...

JPM's Kelly: Expect Another Wave Down In Stock Market 05.05.2020

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Van...

China Can't Recover Economy Until Rest Of World Recovers 04.05.2020

Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals columnist, on Berkshire-Hathaway's annual meeting and Warren Buffett's strategy for the company's cash pile. Eddie Perkin, Chief Equity Strategist for Eaton Vance, on the uncertain future for markets. Poon...

The Fed Should Go Negative: Former Fed President Kocherlakota 01.05.2020

Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple earnings, and the dim outlook for ride-hailing companies. Dr. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threa...

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele 30.04.2020

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media An...

Gilead Virus Treatment Is Promising But No Silver Bullet Yet 29.04.2020

Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, discusses why she wants clients to avoid S&P indices and to actively manage stock picks. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses G...

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line 28.04.2020

Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the oil crisis will spill over into midstream companies. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on why he's adding out-of-favor sectors on weakness. Max Nisen, Bloomberg Opinion Health...

Trump Threatens Post Office As Way To Settle Amazon Score 27.04.2020

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanford Institute for Economic Policy Research (SIEPR), discusses his research on the productivity pitfalls of working from home. Tom Orlik, Chief Economist for Bloomberg Economics, on why a $6 trillion rec...

We're Built For A Time Like This: New York Life CEO 24.04.2020

Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial flop, and which companies have the most promising vaccines. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on oil markets and why many playe...

Home Health Care Referrals Are Surging: BrightStar Care CEO 23.04.2020

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies should still give dividends. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets becoming used to the bad news. Sam Hendel,...

I Can't Remember A More Difficult Time For EM: Bill Rhodes 22.04.2020

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at Gainesville Coins, on impact of the coronavirus on gold and other precious metals. Sameer Samana, Senior Global Market Strategist at Wells Fargo Investment Institute, on markets and the bottoming-out...

Saudis Go In For The Kill As They Target U.S. Oil Producers 21.04.2020

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the yield curve. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on the mixed bag in emerging markets. Ira Jersey, Chief US interest rate strategist fo...

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon 20.04.2020

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is impacting global markets. Will Rhind, CEO of GraniteShares, discusses gold as a safe haven. See omnystudio.com/listener for privacy information.

The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera 17.04.2020

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, with his latest market insights. Mark Douglas, CEO of Steelhouse, on why every day is Black Friday for those who can afford it. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair a...

Years Before U.S. Gets Full Employment Back: HFE's Weinberg 16.04.2020

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's...

FinTech Is Game Changer For Small Business Relief: Former SBA Head 15.04.2020

Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisors, on stock picks to ride out the storm. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses dismal retail sales. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence...

Relief Money Is Flowing Into Small Businesses: ConnectOne CEO 14.04.2020

Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethwait, Editor-In-Chief for Bloomberg News, discusses his column, "The Virus Should Wake Up the West." Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on risks in the credit markets...

Software Will Be Near-Term Tech Outperformer: Wedbush's Ives 13.04.2020

Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discus...

Fed Defies Skeptics With Dynamic Response: BI's Riccadonna 09.04.2020

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remot...

Fed Cannot Cross Red, Dark Line To Support Junk Debt: Booth 08.04.2020

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans t...

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