Bloomberg

Bloomberg Intelligence

News EN ↓ 3449 episodes

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

Eaton Vance Sees Buying Opportunities in HY, IG Credit 31.12.2018

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and outlook for trade negotiations. Chris Macke, founder of Solutionomics, on the broken promises of the Trump tax cut. Michael Bruemmer, Vice President of Data Breach Resolution at Experian, on the top cybe...

This One Weird Number Explains Everything: DataTrek's Colas 28.12.2018

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. Dr. Sam Natapoff, President of Empire Ventures, on why the UK will see a second referendum on Brexit. Erik Wasson, congressional reporter for Bloomberg, on what's next for the government shutdown.  See...

Don't Turn Your Back On Energy Stocks At These Prices 27.12.2018

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, including the companies most likely to go public. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on the Saudi cabinet shake-up, and geopolitics in the middle east. Craig Jo...

I Don't See A Recession In 2019: Cumberland's Kotok 26.12.2018

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the chaos enveloping the Trump Administration and the path forward for Congress. Chris Whalen, Chairman of Whalen Global Advisors, on why Mnuchin's tweet about discussions with bank CEOs was not help...

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast) 20.12.2018

Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice President of Security, on China’s hacking campaign, the talent shortage in security, and the journey to end passwords. Toby Harshaw, National security writer for Bloomberg Opinion, on why Trump's Syria pullou...

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast) 19.12.2018

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China.  John Kilduff, Founding Partner of Again Capital, on where oil price is heading. Daryl Fairweather, Chief Economist for RedFin, on why it's a buyers' housing market. Mark Douglas, CEO of Steelhouse, on how Facebook gave Microsoft, Amazon and other tech giants more i...

Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast) 19.12.2018

Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come?  Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on why European credit offers the best value right now. Bess Freedman, recently appointed as Brown Harris Steven’s first ever CEO, discusses the housing marke...

It's Premature To Start Celebrating the Death of Obamacare (Podcast) 17.12.2018

Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fix...

Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast) 14.12.2018

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump’s Tweeting His Post-Presidency Defense Now." Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond market...

Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit 13.12.2018

Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to emerging markets. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on the reversal of globalization, as Apple expands its operations in Austin and other U.S. locations. Josh Eidelson...

GFG Plans On Producing 5 Millions Tons Of Steel in U.S. (Podcast) 12.12.2018

Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia Advisors, on Trump and Putin, what to expect from the Butina plea deal, and the impact to U.S.-Russia relations.  vCaleb Melby, Financial Investigations Reporter for Bloomberg, on the growing conflicts of interest and investment exploitation of real...

U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast) 11.12.2018

Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on Ch...

Leveraged-Loan Tourists Are Waking Up To Big Risks 10.12.2018

Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese Raphael, Bloomberg Opinion columnist, and John Authers, Senior Editor for Bloomberg Markets, on Theresa May canceling the Brexit vote, and impact to markets. Ron Quaranta, Chairman and Chief Executive Officer of Wall Street Blockchain Associat...

Russia Has Emerged As A Critical Broker In Global Oil Markets 07.12.2018

Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have plenty of room to fall.  Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job sector is as strong as it's ever been.  Noah Smith, Bloomberg Opinion columnist, discusses his colu...

OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast) 06.12.2018

Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and Mike McKee, International Economics & Policy Correspondent for Bloomberg, discuss the arrest of Huawei's CFO, and how that may impact trade negotiations and other Chinese tech companies. Gerald Gut...

Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO 04.12.2018

Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling that the U.K. should be allowed to reverse Brexit, and former BOE Governor Mervyn King blasting May's plan. Marianna Goldenberg, Founder of CURO Wealth Management, on how clients are rushing in to settle divorces ahead of tax changes in 2019. T...

Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast) 03.12.2018

Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks.  Ellen Wald, President of Transversal Consulting and Nonresident Senior Fellow at the Atlantic Council's Global Energy Center, on Qatar announcing they will leave OPEC next month. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, on Trump's trad...

Argentina Is Biggest Risk Facing Emerging Market Credit 30.11.2018

Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses his column, "U.S. Corporations Are Winning War on Capitalism." Mark Chediak, energy reporter for Bloomberg, on California mulling a different structure for beleaguered utility PG&E, after the wildfi...

Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance 29.11.2018

Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Analyst and host of Bloomberg Law, and Larry Liebert, National Security editor for Bloomberg, on Michael Cohen pleading guilty to lying to Congress. Ontario Finance Minister Vic Fedeli discusses cutting t...

Tariffs Driving Some Production Back To China: Volvo CEO 28.11.2018

Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on consolidation in the U.S., the growth of online, and changing consumer food habits. Lloyd Minor, Dean of the Stanford University School of Medicine, on how technology is transforming the future o...

"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes 27.11.2018

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock...

It's Very Implausible That Powell Will Pause To Please Markets 26.11.2018

John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for COO Sheryl Sandberg. David Welch, Detroit Bureau chief for Bloomberg, on GM planning to cut 10,000 jobs and close five North America plants. Fernando Camara, Founder and CEO of Skyhour, a platform t...

Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble 21.11.2018

CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's time to buy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on what Apple supplier woes are saying about the company and the smartphone market. Marvin Loh, Glo...

Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu 20.11.2018

Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE."  Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on how Amazon’s new headquarters will impact the New York City real estate market. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on the bitcoin sell-off. David...

Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending 19.11.2018

David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Leader, on Abby Johnson preparing Fidelity for a $22 trillion shift in assets to women. Anne Mathias, Vanguard’s Global Rates and FX Strategist, discusses how China trade negotiations are impacting mark...

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