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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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31 okt 2026

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Avsnitt

Covid Triggering Incredible Opportunities In Fallen Angels: Mellon 03.12.2020

Paul Benson, Head of Fixed Income Efficient Beta at Mellon, a BNY Mellon Investment Management firm, discusses his outlook for the fallen angels’ universe. Victoria Espinel, CEO of BSA | The Software Alliance and former U.S. IP Enforcement Coordinator in the Obama Administration, to discuss what we can expect from President-elect Joe Biden on tech policy. George Ferguson, Senior Aerospace, Defense...

How The Ultra-Rich Are Investing After Biden Win: Tiger 21 02.12.2020

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra wealthy are investing under a Biden presidency. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research for Bloomberg Intelligence, on the U.K. becoming the first Western country to clear Pfizer-BioNTech's vaccine shot. Craig Johnson, President of Customer Growth Partners, with his 19th annual holiday retail forecast. Frank Bowman...

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG 01.12.2020

BLOOMBERG MARKETS SPECIAL ON ESG INVESTING: Eugenia Jackson, Head of environmental, social & governance (ESG) research at PGIM Fixed Income, on the growth of ESG investing. Katherine Neiss, PhD, Chief European Economist for PGIM Fixed Income, on Europe's economic outlook. Andrew Dyson, Chairman and CEO of QMA, discusses how the outcome of the US election could have implications for ESG investi...

Record-Breaking Black Friday Sales, Despite Pandemic 30.11.2020

John Copeland, VP of Marketing and Customer Insights at Adobe, on record-breaking Black and Cyber Monday sales. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on how OPEC is trying to sustain oil market gains. Matt Maley, Chief Market Strategist at Miller Tabak + Co., and Founder of The Maley Report, with technical analysis of equity markets. Chris Hughes, Blo...

Shopping, Solving Teacher Shortages, Wine Investing 27.11.2020

James Fallon, Editorial Director at Women's Wear Daily discusses Black Friday, and what to expect in holiday retail and consumer spending. Elevate K-12 CEO Shaily Baranwal discusses how she has figured out the solution to the teacher shortage as the "Peloton of education, and Anthony Zhang, cofounder and CEO of Vinovest, a company that is democratizing access to fine wine investing. Hosted by Paul...

BofA Dashes Hopes For Hefty Trader Bonuses This Year 25.11.2020

Lananh Nguyen, Bloomberg finance reporter, on BofA jolting traders with talk of a flat bonus pool, in an omen for Wall Street. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, discusses the labor market backtracking, and why Yellen isn't the best choice for Treasury Secretary. John Kilduff, Founder o...

Reviving Immigration Is Key To U.S. Turnaround: Kotok 24.11.2020

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks rep...

The Realignment of Global Dollar Policy Will Boost Gold 23.11.2020

Everett Millman, precious metals specialist with Gainesville Coins, on his outlook for gold and precious metals. "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on the G20 and China economy. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on AstraZeneca's vaccine data showing 70-9...

Mnuchin: Following Law In Seeking Return of Fed Funds 20.11.2020

Bloomberg's Saleha Mohsin, U.S. Treasury reporter, and Mike McKee, International Economics & Policy Correspondent, discuss Treasury Secretary Steven Mnuchin clashing with the Fed over returning unused funds back to the Treasury. Lindsey Piegza, Chief Economist at Stifel, on the U.S. economy losing steam. Brian Chappatta, Bloomberg Opinion debt columnist, discuss his column: "Should Corporate Z...

How to Tweak the 60/40 Portfolio to Boost Yield: Ritholtz 19.11.2020

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the 60-40 portfolio. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the November Leading Index and slowing recovery. Bryan Fairbanks, CEO of TREX, on how the pandemic has boosted outdoor living and home renovation. Hos...

Boeing Max Is Back, Cash Generation to Return in 2021: Ferguson 18.11.2020

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing Max cleared to fly by the FAA, and Sarah Ponczek, Bloomberg cross-asset reporter, on markets and assets. Joe Mastrangelo, CEO of Eos Energy Enterprises (EOSE: Nasdaq), on their zinc battery technology, and taking the company public thru a SPAC. Doug Duncan, Chief Economist at Fannie Mae, on the...

Get Ready For Another Round Of Toilet Paper Panic 17.11.2020

Burt Flickinger, Managing Director at Strategic Resource Group, on retail earnings and why the covid supply shock hasn't improved. Ben Slavin, Global Head of ETFs, Asset Servicing, at BNY Mellon, on the resiliency of ETFs amid the covid crisis. Alyssa Cutright, head of global payments for eBay, on payments after their split with PayPal. Ira Jersey, Chief US interest rate strategist for Bloomberg I...

Bonus: Game Changers, Part 3 17.11.2020

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think. In this four part miniseries we'll meet the visionary minds who attempt to sculpture the futu...

Moderna CEO: 'Game-Changer' Vaccine Is Easier To Ship 16.11.2020

Moderna CEO Stephane Bancel speaks with Bloomberg's Alix Steele and Guy Johnson on the company's covid vaccine trials, found to be 94% effective. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, weigh in on the news. Tuna Amobi, Equity Research Analyst at CFRA Research, on outlook for the travel and h...

Biden Should Reverse China Tariff Fiasco: HFE's Weinberg 13.11.2020

Dr. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on his outlook for the U.S. economy, and how the US-China relationship will look under Biden. Tara Lachapelle, Bloomberg Opinion media and deals columnist, discusses her column: "Meet Disney+, Formerly Known as Walt Disney Co." Arun Sundaram, equity analyst at CFRA Research, answers the question: Is Biden bet...

Weary Market Eager To Look Beyond Trump Chaos: Ritholtz 12.11.2020

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses Trump's fraudulent election claims, stimulus, and central banks. Tai Lopez, Executive Chairman of Retail Ecommerce Ventures (REV), on their business model of acquiring distressed retail brands and relaunching into the online retail marketplace. Sarah Ponczek, Bloomberg cro...

Why It's High Time for Federal Cannabis Legislation: Simply Pure CEO 11.11.2020

Wanda James, founder and CEO of Simply Pure Dispensary, discusses the national trend to legalizing recreational marijuana. Jim Paulsen, Chief Investment Strategist of The Leuthold Group, on why positive forces will keep the U.S. economic recovery on track. Jeylan Mammadova, Global Sector Lead for Healthcare for Third Bridge, discusses her outlook for the Pfizer vaccine and other covid treatments....

Dangerous Time For U.S. As Trump Guts Defense: Admiral Stavridis 10.11.2020

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump's firing of Defense Secretary Esper, and the decapitation of the defense department. June Grasso, Bloomberg Legal Analyst and Host of Bloomberg Law, on Obamacare facing a Supreme Court showdown. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Ce...

Pfizer's Robust Vaccine Data Comes With Caveats: Nisen 09.11.2020

Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on the big day for the banks. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the importance of the Georgia runoff and his current strategy post-election. Thomas McL...

The Industries That Are Hiring Right Now: LaSalle CEO 06.11.2020

Tom Gimbel, CEO of global staffing company LaSalle Network, on the jobs report and the hiring landscape. Eddie Perkin, Chief Equity Investment Officer at Eaton Vance, on impact on markets and the growth-value debate. Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Biden’s Lead Is Bittersweet For America’s Allies." Lauren Sauer, Johns Hopkins University Associate Professor of Em...

Stimulus Gridlock Will Test Fed's Toolbox: State Street's Loh 05.11.2020

Marvin Loh, Global Macro Strategist at State Street, on what to expect from the Fed, as the likelihood of a split government dampens stimulus expectations. Kate Barton, Global Vice Chair of Tax at EY, discusses the reversal in tax strategies as the Blue Wave doesn't materialize. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on U.S. states gearing up for...

No Plausible Legal Grounds To Contest Election: Levitt 04.11.2020

Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets and his current election outlook. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, discusses how the election ha...

Contested Election Is Worst Case For Markets: Invesco's Hooper 03.11.2020

Kristina Hooper, Invesco Chief Global Market Strategist, on election scenarios and avoiding fear-driven decisions. Wendy Schiller, Chair of Political Science at Brown University, on why the election is tighter than many think. Nick Colas, co-Founder of DataTrek Research, on sector strategies surrounding the election. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discuss...

The Return of Inflation Pushing Up Yields in 2021: Bianco 02.11.2020

Jim Bianco, Founder and President of Bianco Research, on how bond markets pricing in the election. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how to prepare for a likely contested election. Jonathan Bernstein, Bloomberg Opinion politics reporter, discusses his column: "Tomorrow Won't Be a Normal Election Day." Dr. Akshat Rathi, Bloo...

U.S. May Need France-Like Lockdowns to Beat Covid 30.10.2020

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, discusses his column: "U.S. May Need France-Like Lockdowns to Beat Covid." Laura Martin, Senior Media Analyst at Needham & Co., breaks down all the Big Media earnings. Dominic Nolan, Senior Managing Director at Pacific Asset Management, discusses how the global demand for yield is tightening spreads....

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