Episodes
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this week’s podcast: Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses HPE earnings. Peter Voser, Chairman of ABB, talks about what he's seeing in efforts to electrify and automate hard-to-decarbonize industries, and how best to scale manufacturing of EV charge. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon earnings. Kyle Harrison, Head of Sustainability Research at BloombergNEF, talks about new carbon offset guidelines from the U.S. Archie Hunter, Bloomberg Commodities Reporter, discusses Trafigura earnings. Max Abelson, Bloomberg News Finance Reporter, discusses his Bloomberg Big Take story: “Mnuchin Chases Wall Street Glory With War Chest of Foreign Money.”
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s 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.
Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the May U.S jobs report and employment trends. David Dietze, Senior Investment Strategist at Peapack Private, gives market reaction to Friday's jobs report. Scott Carpenter, Bloomberg Bond Market Reporter, discusses the Bloomberg Big Take Real Estate story: “Wall Street CLO Machine Wipes Out Apartment Investor.” Joe Mysak, Editor of the Bloomberg Brief: Municipal Market, joins to discuss the muni bond market. Laura Modi, CEO and Co-Founder of Bobbie, discusses the infant formula Made in America Act, inclusion in finance, and leadership.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Missing episodes?
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft, Nvidia, and Apple being worth more combined than China’s stock market. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, breaks down Lululemon earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her market outlook. Norman Chen, CEO of the Asian American Foundation, talks about his foundation, and a portfolio strategy investing and innovating across four core pillars: anti-hate, education, narrative change, resources & representation. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about his recent market commentaries.
Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
*Live at BNY MELLON'S INSITE Conference in Nashville, TN*
Anthony Nieves, Chair of the ISM Services Business Committee, discusses US ISM Services Index data. Enda Curran, Bloomberg Global Economy Reporter, talks about Indian Prime Minister Narendra Modi winning crucial backing from two key allies in his coalition, allowing him to form a government and extend his decade in power. Ainslie Simmonds, President of Pershing X, Global Head of Strategy for BNY Mellon’s Pershing, and Head of the Product Management Practice at BNY Mellon, discusses her keynote and new role. Noam Tasch, Head of Revenue and Partnerships, for BNY Mellon’s Pershing X, and Mohan Gurupackiam, Chief Information Officer, at Steward Partners, talk about how Pershing works with Steward Partners and their perspectives on technology fueling growth. Hanneke Smits, Global Head of Investment Management, for BNY Mellon, discusses planned announcements from IM. Lisa Lewin, Director of Prime Services, for BNY Mellon’s Pershing, discusses how alternatives are becoming increasingly accessible to HNW investors.
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.
*Live at BNY MELLON'S INSITE Conference in Nashville, TN*
Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses U.S job openings. Dan Strumpf, Bloomberg Senior Reporter in New Delhi, discusses the latest on India’s elections. Jim Crowley, Global Head of BNY Mellon's Pershing, discusses themes from his keynote and Pershing’s Business Strategy. Emily Schlosser, Chief Operating Officer, BNY Mellon’s Pershing, talks about themes from her Insite keynote, and how better operations result in better client service. Ben Harrison, Head of Wealth Solutions, BNY Mellon’s Pershing, discusses Pershing's $1B+ strategy and RIA growth trends. Sareena Dalla Brookshire, Chief Product Officer, BNY Mellon’s Pershing, talks about product innovation and management
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Bloomberg Intelligence: US Factory Activity Contracts (Podcast)
Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s manufacturing PMI release. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses Nvidia and AMD’s attempts to take control of AI. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Peter Voser, Chairman of ABB, on what he's seeing in efforts to electrify and automate hard-to-decarbonize industries, and how best to scale manufacturing of EV charge. Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, joins to discuss the most recent OPEC meeting.
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 week’s podcast: Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, discusses ConocoPhillips agreeing to acquire Marathon Oil in an all-stock deal valuing the company at about $17 billion. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about Apple’s China iPhone Shipments. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses American Airlines profit guidance. Oliver Metcalfe, BNEF Head of Wind Research, talks about floating offshore wind prices. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks about earnings from Dick's Sporting Goods. Kurt Wagner, Bloomberg Tech Reporter, discusses his Big Take piece: titled “Tesla’s Slump Exposes Elon Musk’s Distractions Across His Empire.”
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s 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.
Elias Sabo, CEO of Compass Diversified, discusses Core PCE Deflator eco data. Scott Rechler, CEO and Chairman of RXR, discusses the latest in commercial real estate. Robert Mintz, Former Federal Prosecutor and Partner at McCarter & English, talks about the legal implications of former President Donald Trump's guilty verdict. Joe Mathieu, Co-Host of Bloomberg Balance of Power, recaps former President Donald Trump's press conference. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses his Big Take story: “Wall Street Billionaires Rush to Back Trump, Verdict Be Damned.”
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced.
See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Salesforce earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, breaks down Kohl's earnings. Gerard Hart, CEO, President and Director, of Red Robin Gourmet Burgers, discusses recent earnings results. Kurt Wagner, Bloomberg Tech Reporter, discusses his Big Take story: “Tesla’s Slump Exposes Elon Musk’s Distractions Across His Empire.” Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses her outlook for the markets.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better.
This episode is sponsored by Coinbase.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Steve Matthews, Bloomberg Federal Reserve Reporter, discusses the Federal Reserve Bank of Cleveland appointing Beth Hammack, a Goldman Sachs veteran, as its next president. Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas, joins to talk about ConocoPhillips agreeing to acquire Marathon Oil. Katerina Simonetti, Senior Vice President, Private Wealth Advisor of Morgan Stanley Private Wealth Management, discusses her outlook for the markets. David Voreacos, Bloomberg Legal Reporter, talks about the latest on former President Donald Trump’s hush money trial. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at the TCW Group, discusses the latest on the fixed income space.
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.
Larry Tabb, BI Director of Market Structure Research, on Wall Street Returns to T+1 Stock Trading After a Century. Pat Gallagher, CEO of Gallagher Insurance (Arthur Gallagher & C.) on his market macro-outlook and insurance landscape. Anurag Rana, Bloomberg Intelligence Senior Tech Analyst, on Apple’s China iPhone Shipments Up 52%. And Oliver Metcalfe, BNEF Head of Wind Research, on floating offshore wind prices.
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 week’s 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: “Is Net Zero by 2050 Still Possible? Yes, But It’ll Cost 19% More.” 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 Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s 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 Banríon 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 Macy’s 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: “ASML, TSMC Can Disable Chip Machines If China Invades Taiwan.” Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his latest economic commentary and preview tomorrow’s 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 Chase’s 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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