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
We Have All The Elements Of EM Contagion: Bill Rhodes 06.09.2018 28:50
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House. Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Cen...
Former Apple Engineer Unveils Jobs' Creative Process 06.09.2018 27:03
Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for tech...
Expect Kavanaugh To Deflect With 'Settled Law' Jargon 04.09.2018 27:50
June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and G...
New China Tariffs Would Quickly Hurt Economy: Hufbauer 04.09.2018 28:15
Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how sat...
Zero Tariffs Would Benefit EU Automakers More Than 30.08.2018 33:23
Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investm...
Investors Are Starting To Look At Argentinian Assets 30.08.2018 28:17
Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA. Alex Wayne,...
Hard to See Trump's Google Attack Spurring Change 29.08.2018 30:08
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals ano...
Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast) 27.08.2018 29:58
Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disap...
Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast) 27.08.2018 29:43
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit d...
Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO 23.08.2018 30:41
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agriculture reporter for Bloomberg, on what the world will eat in the next decade. Bob Mintz, former federal prosecutor and Partner at McCarter & English, on what constitutes a campaign election vio...
Michael Cohen Is A Much Bigger Risk To Trump Than Manafort 22.08.2018 29:54
GUESTS: Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on his current market outlook, and investment strategies around oil. Joel Levington, Senior credit analyst for Bloomberg Intelligence, on the risks to some Tesla...
Hard To See Coal Rebound Despite Trump's EPA Rollback 22.08.2018 30:31
Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on JPMorgan to offer free trades, and whether he forecasts a "race to the bottom" on fees. Mark Vergnano, CEO of Chemours (NYSE: CC), discusses the company's growth plan, t...
Disastrous Scenario If Turkey Exited NATO: Stavridis 21.08.2018 26:42
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluati...
Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails 20.08.2018 30:21
Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermath of the Rite Aid-Albertson’s deal collapse. Mujtaba Rahman, Managing Director: Europe for Eurasia Group, on the crisis in Turkey, Erdogan’s response, and possible scenarios. Alex Webb, Bloomberg Opin...
Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting 17.08.2018 30:23
GUESTS: Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. Hans Olsen, Fiduciary Trust Chief Investment Officer, on why it’s time to slash junk-debt holdings. Aaron Terazzas, Economic research director for Zillow, on new analysis that shows the national housing market experiencing mor...
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake 16.08.2018 30:04
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on outlook for investing in Turkey. Shira Ovide, Bloomberg Opinion technology columnist, discusses: Amazon exploring an acquis...
Markets May Have To Adjust To Getting Info Via Twitter 15.08.2018 25:11
Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, disc...
Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy 14.08.2018 29:02
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walma...
White House Lax Protocol Opens Window For More Security Breaches 13.08.2018 27:42
Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the...
Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes 10.08.2018 33:30
Guests: Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey. Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead. Paul Michael Wihbey, research fellow at the Daniel Morgan...
Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds 08.08.2018 29:18
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Man...
It’s Only The Beginning Of The Decline From Trade Wars: Kotok 07.08.2018 27:16
David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets si...
U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork 06.08.2018 31:01
Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of...
Vanguard Sours on Riskier Credit, Likes International Equities 04.08.2018 37:26
Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom G...
Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up 03.08.2018 32:51
Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove Califo...
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