Episódios
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
On this week’s 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 Biden’s 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 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.
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 Biden’s 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 week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Michael Shepard, Bloomberg News Senior Editor, discusses Intel’s revenue forecast. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Apple’s 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 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.
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 “The Apple Insiders in the Running to Succeed Cook.” 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 “Masters in Business” 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: “Americans Are Racking Up ‘Phantom Debt’ Wall Street Can’t Track.”
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 Apple’s 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 Hathaway’s annual meeting. Brian Krawez, President at Scharf Investments, discusses the latest on the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses what’s 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 week’s podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings. Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s visit to China. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about McDonald’s 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: “Intel is Betting $28 Billion on Making Ohio a Global Chips Capital.” 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 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.
Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the April U.S jobs report. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle Network, discusses the April jobs report and hiring in the US. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Apple earnings.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Apple shares jumped in late trading after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing. The results came as a relief to investors, who have been waiting for the iPhone maker to pull out of a long slump.
Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Technology Analyst Anurag Rana, Bloomberg News Chief Technology Correspondent Mark Gurman and Synovus Trust Senior Portfolio Manager Dan Morgan for analysis and reaction.
See 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 Peloton job cuts. Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, recaps Qualcomm earnings and previews Apple. Carol Schleif, CIO at BMO Family Office, joins to discuss her outlook for the markets. Max Chafkin Bloomberg Businessweek Senior Reporter, talks about his Big Take story “Intel Bets $28 Billion to Make Ohio a Global Chips Hub.”
Wetteny Joseph, Chief Financial Officer at Zoetis, discusses company earnings.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest manufacturing PMI data. Dennis Lockhart, Former Atlanta Fed President, discusses today's Fed meeting. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss today’s Fed meeting and his outlook for the US economy. Priya Misra, Fixed Income Portfolio Manager, at JP Morgan Asset Management, discusses the latest on the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Amazon earnings.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The shares rose in extended trading.
Bloomberg TV and Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg Intelligence Senior Analyst for E-Commerce Poonam Goyal and Bloomberg Intelligence Senior Technology Analyst Anurag Rana for instant reaction and analysis.
See omnystudio.com/listener for privacy information.
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and Chief Market Strategist of Longview Economics, discusses the latest on the markets. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount Global earnings. Gene Munster, Managing Partner at Deepwater Asset Management, previews Amazon and Apple earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, breaks down McDonalds earnings.
Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
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