Episoder
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this weekâs podcast: Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Eamon Farhat, Bloomberg European Power and Renewables Reporter, discusses the BNEF report: âIs Net Zero by 2050 Still Possible? Yes, But Itâll Cost 19% More.â Jodi Schneider, Political News Director for Bloomberg TV and Radio, breaks down the latest Bloomberg Morning Consult poll from May. Edward Norton, Co-Founder of Zeck, joins to discuss starting a company to fix board meetings.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Appleâs iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloombergâs flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Lisa Jarvis, Bloomberg Opinion columnist on testing farmers for bird flu. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, on mortgage lending. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, to discuss the latest on the markets. And Marc Morial, CEO, National Urban League, on the anniversary of George Floyd's death and what has changed in law enforcement tactic since then.
Hosts: Alix Steel and Mike ReganSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Nvidia earnings. Shana Sissel, President and CEO at BanrĂon Capital Management, joins to discuss her outlook on the markets. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Joel Levington, Bloomberg Intelligence Global Director of Credit Research, previews Bloomberg's Autopalooza event next week. Bloomberg TV Anchor Matt Miller joins to preview his upcoming Hot Pursuit podcast.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani and Dan Morgan, senior portfolio manager at Synovus Trust.
See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Grant Sporre, Bloomberg Intelligence Global Head of Metals and Mining, discusses the latest with the BHP bid to buy Anglo American. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks Target earnings. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Jodi Schneider, Political News Director for Bloomberg TV and Radio, breaks down the latest Bloomberg Morning Consult poll from May. Bloomberg News Reporter James Woolcock discusses breaking news of UK Prime Minister Rish Sunak calling for a general election on July 4th.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Rachel Ten Brink, General Partner at Red Bike Capital, discusses Macyâs earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Lowe's earnings. Dr. Jeff Chamberlain, CEO of Volta Energy Technologies, talks about Volta battery technology. Diederik Baazil, Bloomberg Dutch Government Reporter, on his piece: âASML, TSMC Can Disable Chip Machines If China Invades Taiwan.â Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest economic commentary and preview tomorrowâs Fed minutes.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses JPMorgan Chaseâs investor day. Dana D'Auria, Co-Chief Investment Officer, at Evestnet, discusses her outlook for the markets. Bobby Ghosh, Bloomberg News Senior Editor, discusses the latest news out of Iran, along with his key findings from last week's Qatar economic forum. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest commodities news. Edward Norton, Co-Founder of Zeck, discusses starting a company to fix board meetings.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this weekâs podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour earnings. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI. Eric Martin, Bloomberg International Economic Reporter, discusses President Bidenâs China tariffs. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses how Tesla's distractions have created space for competitors in the US.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Appleâs iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloombergâs flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bailey Lipschultz, Bloomberg News Equities Reporter, talks GameStop and recent meme stock mania. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Reddit forging a pact with OpenAI. Ryan Fox, Bloomberg Intelligence Analyst Covering Paper Packaging, discusses his recent report, on his mid year outlook for box shipments. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, talks about her outlook for ESG ETFs.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, Head of Real Estate Strategy & Research at Cohen & Steers, discusses the latest on commercial real estate. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. Rich Lesser, Global Chair at the Boston Consulting Group, discusses three topics that are at the top of the agenda for CEOs in 2024: scaling AI to deliver value; cost management and productivity; and prioritizing climate action.
Hosts: Paul Sweeney and Alix Steel
See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst & Young, discusses U.S CPI data. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Demmert, Chief Investment Officer at Main Street Research, gives his outlook for the markets. Sharon Marcil, North America Chair of the Boston Consulting Group, discusses why Generative AI is taking center stage for CEOs across nearly all sectors.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, helps to recap comments from Fed Chair Jay Powell. Eric Martin, Bloomberg International Economic Reporter, discusses President Bidenâs China tariffs. Patrick Kennedy, Founding Partner at All Source Investment Management, discusses the current state of private credit, and private equity investments in sports teams. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, breaks down Home Depot earnings. Brian Collie, Global Leader: Automotive, at Boston Consulting Group, discusses electric vehicle adoption.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Alon Olsha, Bloomberg Intelligence Senior Metals and Mining Analyst, discusses BHP saying Anglo American has rebuffed an improved takeover offer. Sonali Basak, Bloomberg Television Anchor, discusses Archegos Capital Management founder Bill Hwang's trial. Dryden Pence, CIO at Pence Wealth Management, joins to discuss his outlook for the markets. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about how Tesla's distractions have created space for competitors in the US. Sesh Iyer, North America Co-Chair, of the Boston Consulting Group, discusses helping clients think through the levels of value for new AI.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this weekâs podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intelâs revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Appleâs iPad launch. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest TikTok news. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about 2024 bonuses on Wall Street. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Tyson Foods.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Appleâs iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloombergâs flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses potential U.S tariffs on China EVs. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about the latest consumer sentiment data from UMich. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Allan Schweyer, Principal Researcher, Human Capital, at The Conference Board, discusess the board's national survey about how satisfied Americans are with their jobs following the Great Resignation. Steve Mills, Boston Consulting Group Chief AI Ethics Officer, talks about the risks for businesses when using AI.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses his Big Take story âThe Apple Insiders in the Running to Succeed Cook.â Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Niraj Patel, Bloomberg Intelligence Senior Software Analyst, join to discuss Alphabet, Hubspot talks. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of âMasters in Businessâ discusses his recent note on TikTok. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Warner Brothers Discovery earnings. Loren Grush, Bloomberg U.S Space Reporter, discusses Bloomberg's Space vertical launch.
Hosts: Alix Steel and Molly SmithSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses earnings from Uber, Lyft, and Reddit. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's iPhone shipments. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, talks about the latest on a potential TikTok ban in the U.S. Michael Shepard, Bloomberg News Senior Editor, talks about Intel seeing revenue falling as a result of a new US ban on chip exports to Huawei Technologies. Paulina Cachero, Bloomberg Personal Finance Reporter, and Paige Smith, Bloomberg Consumer Finance Reporter, discuss their Bloomberg Big Take story: âAmericans Are Racking Up âPhantom Debtâ Wall Street Canât Track.â
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Appleâs iPad launch. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to talk about Walt Disney earnings. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets. John Mandyck, CEO of Urban Green Council, talks about pressures to phase out natural gas. Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla facing a July 1st deadline to provide US regulators with information about its biggest-ever recall.
Hosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, discusses Berkshire Hathawayâs annual meeting. Brian Krawez, President at Scharf Investments, discusses the latest on the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses whatâs at stake in the Google trial on antitrust charges. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, talks about earnings from Tyson Foods. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets
Hosts: Paul Sweeney and Tim StenovecSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this weekâs podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Muskâs visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonaldâs earnings. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, breaks down earnings from New York Community Bank. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses his Bloomberg Big Take story: âIntel is Betting $28 Billion on Making Ohio a Global Chips Capital.â Pol Lezcano, BloombergBNEF Senior Associate, discusses potential US tariffs on solar imports.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Appleâs iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloombergâs flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
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