
Eli Lilly, Morphic Deal, Delta Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, discusses Eli Lilly agreeing to buy U.S. gut-drug maker ‘Morphic’ for about $3.2 billion. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Microsoft and Apple dropping plans to take board roles at OpenAI. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Delta Airlines earnings. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, talks about research on 10 companies to watch for in 3Q. Martin Tengler, Bloomberg BNEF Head of Hydrogen Research, discusses hydrogen, and why it’s important as we move towards a green future.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.
12 Heinä 202436min

U.S Consumer Sentiment Falls, Bank Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook on the markets. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about a new AT&T hack. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Biden's news conference on Thursday. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, recaps this week's NATO summit.Hosts: Alix Steel and John TuckerSee omnystudio.com/listener for privacy information.
12 Heinä 202445min

Citadel Trading Plan, U.S CPI, Delta Earnings
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Citadel Securities crafting a plan to shakeup banks' trading desks. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Steven Jacobs, President of Ten-X, talks about the state of commercial real estate. Lindsey Piegza, Chief Economist at Stifel, discusses U.S CPI data.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, talks about Delta airlines earnings.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
11 Heinä 202443min

OpenAI Board Plans, Powell House Testimony
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Microsoft and Apple dropping plans to take board roles at OpenAI. Steve Matthews, Bloomberg Federal Reserve Reporter, previews Fed Chair Jay Powell’s testimony before the House Financial Services Committee.Hosts Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.
10 Heinä 202416min

Eli Lilly to Purchase Morphic, Green Hydrogen
Watch Bloomberg Intelligence LIVE every day on YouTube: http://bit.ly/3vTiACF.On today's podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, on Eli Lilly agreeing to buy Biotech company Morphic. Shelby McFaddin, Investment Analyst at Motley Fool Asset Management. Sean O'Hara, President of Pacer ETFs, on current state of ETFs. Jared Dillian, author and Founder of The Daily Dirtnap, on what investors should be looking out for. And Martin Tengler, Bloomberg BNEF Head of Hydrogen, on US climate goals using clean hydrogenSee omnystudio.com/listener for privacy information.
8 Heinä 202447min

Airbnb Rentals for Paris Olympic Games, Climate Goals at Risk
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this weekend’s podcast: Dave Stephenson, Airbnb Chief Business Officer, on how Airbnb rentals has been impacted by the Paris 2024 Olympic Games. Edward Norton, actor and Founder of Zeck, on his cloud-based software platform transforming board meetings. Andrew John Stevenson, Bloomberg Intelligence Senior ESG Climate Analyst on the demise of the Chevron rule and what that means for climate goals. Peter Voser, ABB Chairman, on how his company is utilizing electrification and automation to enable a more sustainable and resource efficient future. John Ketchum, Chairman and President of Nextera Energy, on how his company is providing clean energy to residents in Florida. And Sung Choi, BloombergNEF Metals and Mining Analyst, on issues with supply and prices of metals used in the energy transition. 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.
5 Heinä 202438min

House Democrats Consider Demanding Biden Withdraw From Race
Watch Bloomberg Intelligence LIVE every day on YouTube: http://bit.ly/3vTiACF.On today's podcast: Bloomberg News Congressional Reporter Billy House on breaking news that House Democrats are considering demanding President Biden to withdraw from race. Bloomberg Intelligence US Media Analyst Geetha Ranganathan on Paramount's expected deal with Skydance Media. Bloomberg Equities reporter Alexandra Semenova on JPMorgan’s Kolanovic's Exit. And Steve MIller, Chairman of ISM on latest ISM data from June. Today's show is hosted by Tim Stenovec, Mike Regan and Alix Steel.See omnystudio.com/listener for privacy information.
3 Heinä 202429min

Fed on Disinflationary Path, Airbnb CBO on Paris Rentals
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Ira Jersey, Chief US Interest Rate Strategist, on the Fed's path to interest rate cuts this year after Fed Chair Jay Powell's panel in Europe. Ben Gliklich, CEO of Element Solutions on providing chemical technology that powers semiconductors. Andrew John Stevenson, BI Senior ESG Climate Analyst on the demise of the Chevron rule. And Dave Stephenson, Chief Business Officer at Airbnb, on how vacation rentals has been impacted by the Paris 2024 Olympic Games.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.
2 Heinä 202430min