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.
Be sure to visit the podcast's website and support the creator: www.bloomberg.com
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Episodes
Stocks More Attractive Than Alternatives: Bill Miller 29.03.2019 34:33
Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook. Kate Moore, Managing Director, Chief Equity Strategist for BlackRock and a member of the BlackRock Investment Institute (BII), discusses markets and current investment strategy. Erin Gibbs, Equities Portfolio Manager, S&P Investment Advis...
Aireon’s Space-Based System Tracks Planes In Real Time 28.03.2019 27:53
Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever. Melissa Reagen, Head of Research at Nuveen Real Estate, discusses their new study on urbanization and why it'san investing strategy, and an overview of the real estate market. Brendan Brown, Senior Fellow at the Hudson Institute a...
Former CFTC Head Bowen on Advancing Women in Business 27.03.2019 27:37
Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn Tastad, P&G North America Group President, on equality and diversity in the workplace. Ali Noorani, National Immigration Forum Executive Director, on how business leaders are navigating the immigration clampdown and the rise of nationalism. J...
LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects 26.03.2019 26:26
Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe. John Lavelle, President & CEO, Offshore Wind, GE Renewable Energy, on the offshore wind boom. Paul Browning, President and CEO of Mitsubishi Hitachi Power Systems Americas (MHPSA), on “power to gas” solutions for energy storage, the growing role of hydrogen, and the impact of AI an...
How Corporate America Is Paying For EV Infrastructure (Podcast) 25.03.2019 27:46
Broadcasting Live from Bloomberg's New Energy Finance Forum in NYC.Pasquale Romano, CEO of ChargePoint, one of the world’s largest charging station companies, on their recent capital raise, and laying the global EV infrastructure. Sarah Ladislaw, Director and Senior Fellow of the Energy and National Security Program at CSIS, on U.S. energy policy, the Green New Deal and the nuclear program in th...
AFL-CIO Won’t Support USMCA Without Mexico Wage Fix (Podcast) 25.03.2019 27:52
Richard Trumka, President of the AFL-CIO, on why the union won’t support the new Nafta/USMCA trade agreement if an early vote is pursued. Matt Eagan, portfolio manager and co-head of Loomis Sayles’ Full Discretion team, on the inverted yield curve. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, discusses German manufacturing data, Deutsche Bank, and the Euro economy. Inte...
Biogen Was The Train Wreck Everyone Saw Coming: Nisen (Podcast) 21.03.2019 26:53
Max Nisen, Bloomberg Opinion health care columnist, on Biogen plunging after the company and its partner Eisai announced it was halting their Alzheimer drug trial. Gad Levanon, Chief Economist: North America at the Conference Board, on the February Leading Index and the Fed decision. Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss the Fed, the fixed income markets and...
TCW's Rivelle: Cautious on EM Debt This Late In Cycle 20.03.2019 29:18
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of ConnectOne Bank, on why the U.S. economy and housing market remains strong. David Welch, Detroit Bureau Chief for Bloomberg, on BMW's profit warning, and how Ford Explorer owners are saying their SUVs are making them sick. Michael Rea, RX Sa...
Brexit's Monty Python Impression Continues: Authers 19.03.2019 29:11
John Authers, Senior Editor for Bloomberg Markets, on the Monty Python circus that is Brexit. Brent Bell, VP of Recycling at Waste Management, on how China has stopped accepting our trash. Eric Larcheveque, CEO of Ledger, discusses how Ledger is navigating the bear market, why crypto “nuclear winter” isn’t going to end soon, and their new Bluetooth-enabled hardware wallet. Sarah Frier, technology...
Max Grounding Will Cost Boeing $100 Million Per Month (Podcast) 18.03.2019 27:11
Peter Robison, Bloomberg investigations reporter, and George Ferguson, Senior Aerospace and Airline Analyst for Bloomberg Intelligence, on how Boeing had too much sway in vetting its own jets. Atish Davda, CEO of EquityZen, on Lyft aiming for a valuation near $20 billion in its upcoming IPO. Alan Baum, auto analyst and Principal at Baum and Associates, on Trump calling for GM and the UAW to reopen...
We Won’t Get the Earnings Jolt Like in 2018 (Podcast) 15.03.2019 25:43
Joining on today's conversation is Matt Forester, BNY Mellon's Lockwood CIO, on markets and investing. Also joining today is Benedikt Kammel, Bloomberg Senior Editor for Company News, on the latest on Boeing 737 Max news. We also have joining in studio, Marian Harkin, European Union Parliament Member representing Ireland, discussing Brexit and the border between Northern Ireland and the Republic...
The Commercial Real Estate Market is in Good Shape 14.03.2019 19:57
Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits. We also have John Pearson, CEO of DHL Express, on the business outlook, impact of trade and competing with Amazon. Also in studio is Kristina Hooper, Chief Market Strategist at Invesco, on Brexit, markets and current investment outlook. See omny...
If You Have Money in the Market, Stay with the Market (Podcast) 13.03.2019 33:21
On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes. Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors and a Bloomberg Opinion columnist, on the bond market, European assets, central banks and Brexit. We also have David Katz, President and CIO of Matrix Asset Advisors, on markets and his curren...
Making Voting Easy for Military and Partial Disabilities (Podcast) 12.03.2019 27:33
Joining in studio is Max Nisen, Bloomberg Opinion Pharm and Health Care Columnist on Health care costs on big companies like Ford. Also joining in studio is Joel Stern, Chairman and CEO of Stern Value Management, on why Trump's policies will help avert a recession for several more years. Another guest in studio is Bradley Tusk, founder and CEO of Tusk Philanthropies, on their national effort to ex...
It's Always Time to Talk Donuts 11.03.2019 26:01
Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO of Cougar Capital and Nancy Geduld Vice President and manager of the new Donut Pub. George Ferguson, Bloomberg Intelligence Senior Aerospace/Defense and Airline Analyst discusses the recent tragic events for the Boeing Max 737. Also joining...
Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine: 08.03.2019 28:39
Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets in a holding pattern. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and investing outlook. Amanda Albright, Muni repor...
We're Pretty Late In The Credit Cycle: TCW's Rivelle 07.03.2019 28:17
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the business of Lyft and Uber are getting muddier to model. Bill Smead, CEO and CIO of Smead Capital Management, on how Kroger is investing in the customer of the future. Hosted by Abramowicz and Paul Sweeney....
2008 Crisis Lesson: Be Greedy When Others Are Fearful 06.03.2019 27:37
Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE's power unit facing a multi-year slump. Max Nisen, Bloomberg Opinion health care columnist, on JNJ's new nasal spray for depression. Carl Riccadonna, Chief US Economist...
Target Will Benefit Most From Retailer Bankruptcies (Podcast) 05.03.2019 28:57
Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape. Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews, CEO of Hondius Capital Management, on why it's a good time to sell into any good China trade deal news. Brendan Ahern, CIO of KraneShares, on why the rumors of the death of the Chinese consumer is ex...
Market Surprise Will Be A Blowup From Europe: Ezrati 04.03.2019 26:22
Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg La Blanc, Lecturer at Haas School of Business and Berkeley Law School at the University of California Berkeley, discusses fintech innovation in the asset management industry. Steve Meyer, Head of Global Wealth Management Services at SEI, on t...
We Are In The Age of Surveillance Capitalism: Zuboff (Podcast) 01.03.2019 28:45
Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power . Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Lyft's IPO. Victor Garcia, CEO Of CAI International (NYSE: CAI), on impact of tariffs, and how the rise of e-commerce has changed the landsca...
Hi-Yield Opportunity In Beat-Down California Utilities (Podcast) 28.02.2019 26:39
Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade talks following Lighthizer's hearing. Evan Clark, Deputy Managing Editor for WWD, on retailers searching for the model of the future. David Welch, Detroit Bureau Chief, on how new forms of mobility are...
GE's Danaher Deal Doesn't Solve Its Problem With Growth 25.02.2019 28:12
Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in US-China trade talks and deleveraging in China. John Kilduff, Founding Partner at Again Capital, on how Trump's tweet criticizing high oil prices may indicate a softening towards clamping down on Iran...
Mueller Report Likely To Impugn The President: Waxman (Podcast) 23.02.2019 29:11
Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week. Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strate...
Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast) 21.02.2019 29:15
Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and China banning Australia coal imports as retaliation for Huawei ban. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses market behavior, a...
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