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
Humans Are Progressing Despite The Gloomy News Flow: Pinker 07.03.2018 30:03
Steven Pinker, Harvard psychologist and professor, discusses his new book, "Enlightenment Now: The Case for Reason, Science, Humanism and Progress."Paresh Upadhaya, Director of Currency Strategy at Amundi Pioneer, on how the dollar will perform going forward under a protectionist agenda, and his favorite FX trade for 2018.Beatrice Fihn, Executive Director of the International Campaign to Abolish N...
In the End, China Will Ensure North Korea Security: Harshaw 06.03.2018 29:30
Toby Harshaw, Bloomberg View editor, on North Korea willing to give up its nuclear weapons if the safety of Kim Jong Un’s regime is guaranteed. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on currency manipulation, and why Jay Powell is walking a monetary tightrope blind. Ram Ahluwalia, CEO and co-founder of Peer IQ, on Amazon to offer checking account...
Trump’s Exact Tack On Tariffs Still Cloudy: Bloomberg’s Webber 05.03.2018 28:06
Caitlin Webber, US Trade Policy analyst for Bloomberg Intelligence, on impact of Trump's tariffs and outlook for a trade war. David Garrity, CEO of GVA Research, on social media giants shirking responsibility, the importance of quantum computer cybersecurity, and why trading algorithms need to be reprogrammed. Randall Rothenberg, CEO of the Interactive Advertising Bureau, discusses the rise of the...
CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki 05.03.2018 26:17
Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at the Consumer Financial Protection Bureau is a step in the right direction. Brooke Sutherland, Bloomberg M&A and industrials columnist, on Broadcom's hostile bid for Qualcomm facing a new hurdle, as...
Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove 01.03.2018 23:11
Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs. Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell’s testimony before the Senate Banking Committee. ...
Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself 28.02.2018 29:26
Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability. Michael Gorenstein, CEO of Cronos Group (NSDQ: CRON), the first cannabis company to list publicly in the US, on their IPO and outlook for medical marijuana in the US and abroad. Leland Miller, CEO of China Beige Book Interna...
Market Watches Powell For Clues On Inflation Target: Boesler, Wilson 27.02.2018 16:12
Market Drivers with Bloomberg stocks editor David Wilson, and Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell's testimony before the House Financial Services Committee. See omnystudio.com/listener for privacy information.
Coming Soon: Decrypted Season 2 27.02.2018 2:01
Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week. See omnystudio.com/listener for privacy information.
Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas 26.02.2018 29:35
Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street buybacks driving the market. Katherine Chiglinsky, US finance reporter for Bloomberg, on Warren Buffett's annual shareholder letter and outlook for the joint health care venture with Amazon. Mike McDono...
BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas 23.02.2018 18:00
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in their indexes. Eric Kazatsky, municipal strategist for Bloomberg Intelligence, on muni buyers stampeding back into the sector. Toluse Olorunnipa, White House correspondent for Bloomberg, on Trump at CPAC and the gun debate. See omnystudio.c...
Lurking Unfairness At Heart Of Economy: Facebook Co-Founder 22.02.2018 34:41
Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that create today’s economic unfairness. Zach Tracer, Bloomberg health care reporter, and Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on how pharmacy-benefit managers are getting more aggressive with the tactics they use...
Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt 21.02.2018 27:29
Ben Hunt, Chief Investment Strategist for Salient Partners, on what is happening in the market, and relationship of inflation and interest rates. John Hultquist, Director of Intelligence Analysis for FireEye, on their new report that says North Korea is poised to launch a large scale cyber-attack. Jack Farchy, Senior energy and commodities reporter for Bloomberg, on Apple in talks to buy long-term...
WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger 20.02.2018 30:50
Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outlook and how he is allocating assets. Richard Conn, Managing Partner of Eurasia Advisors, on impact of the Mueller indictments on US-Russia relations, and what response would be effective in dealing with...
Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein 16.02.2018 25:29
Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt. Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance plans that do not comply with Obamacare law, and don’t cover pre-existing conditions. Axel Merk, President and CIO of Merk Investments, with market insights on the dollar, gold, and how institutional i...
Lack of Bids For EM High Yield Debt: Bloomberg's Sassower 15.02.2018 33:24
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could soon mean no more invasive colonoscopies. Kristina Swallow, President of American Society of Civil Engineers, to discuss President Trump's infrastructure plan and what improvements needs to be made. Rob...
Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir 14.02.2018 30:20
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on the plausibility of the Trump infrastructure and financing proposal, and investment opportunities and risks. Michael Bellisario, equity analyst at...
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari 13.02.2018 27:04
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset Management, on markets and current outlook. Sarah Kauss, Founder and CEO of S'well, on the business outlook and global growth, outlook for an IPO and how commodity prices could impact her business. J...
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean 12.02.2018 26:57
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Economics and a Bloomberg Prophet, on outlook for oil. Karen Schenone, Fixed Income Strategist for BlackRock, on BlackRock’s ETF Pulse Survey, which shows trends in ETF investing. Deepak Ohri, CEO of lebu...
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas 09.02.2018 25:08
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Prophet, on markets, volatility, and where stocks could bottom. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, Amazon planning a delivery serv...
Tesla Provides No Answers On Model 3 Production Issues: Denning 08.02.2018 30:14
Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues. Karen Harris, managing director of...
Western Asset Adding Junk Bonds, Local Currency EM: Buchanan 07.02.2018 29:08
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Principal at Baum and Associates, on why investors love Tesla. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on big media earnings: Disney, Viacom and Twentieth Century Fox. Brian...
Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere 06.02.2018 26:55
Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the bond market rally, and treasury yields. Bloomberg’s Sarah Ponczek, cross-asset reporter, and Cory Johnson, anchor-at-large, on the collapse of exchange-traded notes tied to the VIX. Ryan Radloff, CEO...
Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel 05.02.2018 27:42
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates. Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy. Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp...
Apple Too Dependent on iPhone Cycle, Needs AI, Software: Gillis 02.02.2018 28:21
Colin Gillis, Director of Research at CR Partners, on tech earnings: Apple, Amazon and Google. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, on the Nunes memo, and what the US is doing to prevent Russia infiltrating its social media and elections. Nat Ives, Ad Age Executive Editor, discusses Super Bowl Advertising. Yalman Onaran, Senior Writer: Banking and Finance for Bloomb...
Both Administrations Claim Economy But It’s Yellen’s: Eisenbeis 01.02.2018 26:05
Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intellig...
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