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

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www.bloomberg.com

Latest episode

Jul 10, 2026

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Episodes

Ad Budgets Shift from Social Media To Connected TV: Steelhouse 18.05.2018

Mark Douglas, CEO of Steelhouse, on how advertisers value different media platforms, and how adding regulation to data-rich media platforms like Facebook could impact how much ad dollars they receive. Will Kennedy, Managing Editor: EMEA Energy & Commodities for Bloomberg in London, on the first detailed insight into Saudi Aramco’s financials, ahead of their impending IPO. Bob Mulroy, CEO of Pa...

CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze 18.05.2018

David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Direc...

Argentina Selloff Is A Buying Opportunity, Turkey Not So Much 18.05.2018

Paul McNamara, Investment Director for emerging markets at GAM UK, on the big selloff in Argentina, and why Turkey is still a risk. Tom Gimbel, Founder and CEO of LaSalle Network, on jobs data, and why companies aren't paying more wages. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on how the potential bankruptcy of ZTE Corp. could be the shot that triggers the US-China tr...

Wealthy Endowments Should Subsidize Education: Ken Langone 18.05.2018

Ken Langone, Co-Founder of Home Depot and former director of the New York Stock Exchange, discusses his new book, "I Love Capitalism: An American Love Story," education in America, and his investment in Palantir. Daniel Wager, Vice President: Global Financial Crime Compliance at LexisNexis Risk Solutions, on how companies should prepare for Iranian sanctions, and potential financial crimes surroun...

Don't See A Scenario That Moonves Stays At Company: Sweeney 18.05.2018

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on the Redstone family defeating the CBS bid to undercut control of company. Peter Pulikkan, US Energy analyst for Bloomberg Intelligence, discusses how U.S. refiners are maxing out on the shale they can process, as production surges. KC Mathews, Economist and Chief Investment Officer at UMB Bank,...

Power Of US Sanctions Is Diminished After Caving On ZTE: Lake 16.05.2018

Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud,  co-founder of HealthCare.com and Founder and CEO at PivotHealth.com, on Trump's new drug pricing proposal, insurance affordability, and Obamacare outlook. Sarah Halzack, Bloomberg Opinion retail columnist, on Macy's sales gains an...

US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller 14.05.2018

Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on the US Supreme Court ruling that states can legalize single-game sports betting. Alan Johnson, Managing Director and Founder of Johnson Associates, discusses results from the...

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle 11.05.2018

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no lo...

Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze 11.05.2018

George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal Center, and Bill Allison, campaign finance reporter for Bloomberg, on the gray area of backdoor lobbying to Trump by AT&T, Novartis, and others. Hugh Bromley, Solar market analyst for Bloomberg New...

Corporate Payments To Cohen Are A Serious Legal Matter: Feldman 09.05.2018

Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. John Kilduff, Founding Partner of Again Capital, on the oil markets, and why he expects oil to go to $80-85 a barrel. David Kotok, Chairman and CEO of Cumberland Advisors, on current investment outlook,...

Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower 08.05.2018

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Director of UN Women, and Head of the HeForShe Initiative, on the critical issues facing women around the globe. Anil Dash, CEO of Fog Creek Software, on how to make big tech more ethical and closing the...

Summer Driving Season Will Pump Oil Prices Until Fall: Schenker 07.05.2018

Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season. Ken Weissenberg, Partner-in-Charge, EisnerAmper Real Estate Group, on the Blackstone-Gramercy deal and how the shift to online shopping has boosted demand for warehouse REITS.Wiivv's Shamil Hargovan, Co-Founder and C...

Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson 03.05.2018

Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn. Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for insurance companies. David Ritter, Senior Analyst: Payments, Fintech & Specialty Finance Analyst for Bloomberg Intelligence, on how Amazon expanding its payment system will impact the payments spac...

Government Should Be Borrowing As Much As They Can Now: Stern 02.05.2018

Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple earnings. Will Pruett, Portfolio Manager of the Fidelity Latin America Fund (FLATX), on current investment opportunities and risks in Latin American markets, and why he's overweight Brazil. Jim Fall...

Ludicrous To Attack China For Supporting Its Own Economy: Roach 01.05.2018

Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Gadfly, on how US supply and geopolitics are impacting oil prices. Steve Milunovich, analyst at UBS Securities, on what to expect from Apple earnings. Ira Jersey, Chief US int...

Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler 30.04.2018

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on Marathon Petroleum to buy rival oil refiner Andeavor for $23.3 billion, in a deal that could create the largest independent fuel maker in the U.S. Jim Vogel, Interest Rate Strategist for FTN Financ...

Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO 27.04.2018

Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control and sell their own data. Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg View columnist, on the implications for North and South Korea agreeing to fin...

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla 26.04.2018

(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry. Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan. Scott Li, principal at CRG, a healthcare private...

Facebook Tries to Curb Fake News, Abuse with New Guidelines 25.04.2018

Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in traditional market cap indexes, and a preview of Facebook earnings. Erik Fyrwald, CEO of Syngenta, on developing technologies including a malaria insecticide, their recent debt offering, and an upcoming...

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower 24.04.2018

FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manuf...

We want to be a consolidator in the industry: William Weld 20.04.2018

Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing and current stock picks. We also discuss cannabis legalization with former Massachusetts Governor William Weld, and Kevin Murphy, CEO of Acreage Holdings. Also joining to discuss oil and OPEC, is Joe...

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala 20.04.2018

Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gol...

U.S. Better Be Prepared For Another Strike On Syria: Stavridis 18.04.2018

Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speaking with Kim Jong Un, and the conflict in Syria. Justin Sunerok, Founder and CEO of Verge, on their new partnership with Pornhub for its users to accept Verge cryptocurrency as payment.   Luxembourg Fin...

$800 Million Crypto Fund Sees A Revolution in Finance: Masters 17.04.2018

Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week. PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Pro...

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody 16.04.2018

Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why...

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