Trump Tariffs Spark Quick Retaliation

Trump Tariffs Spark Quick Retaliation

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

*Broadcasting live from Bloomberg Invest*

Today's Podcast Features:

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his threat to hit Canada and Mexico with sweeping import levies and doubled an existing charge on China, spurring swift reprisals that plunged the world economy into a deepening trade war.

Robert Rubin, Senior Counselor, Centerview Partners; 70th US Secretary of the Treasury, discusses the biggest economic risks facing the U.S. and global markets. He also talks about how soaring national debt and deficits could impact long-term economic stability and whether Washington is underestimating fiscal risks in an era of rising interest rates and geopolitical uncertainty.

Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector, including how AI, digital advertising, and e-commerce are reshaping the industry. He also talks about whether the AI boom is sustainable or at risk of overheating, and which companies are best positioned for long-term AI-driven growth.

Bin Ren, Sigtech CEO, siscusses the evolving role of quantitative finance and AI in asset management. He also discusses how SigTech’s platform enables faster deployment of trading models, reducing time-to-market for investment strategies.

Marc Lipschultz, Blue Owl Capital Co-CEO, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. With interest rates remaining elevated, Marc discusses how is this affecting both private and public credit markets.

See omnystudio.com/listener for privacy information.

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Israel Accuses Hamas of Putting Ceasefire Deal at Risk

Israel Accuses Hamas of Putting Ceasefire Deal at Risk

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings.Hosts: Alix Steel and Michael ReganSee omnystudio.com/listener for privacy information.

16 Tammi 202515min

US CPI Eases, Bank Earnings

US CPI Eases, Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.Hosts: John Tucker, Norah Mulinda, and Matthew MillerSee omnystudio.com/listener for privacy information.

15 Tammi 202536min

Senate Confirmation Hearings

Senate Confirmation Hearings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee omnystudio.com/listener for privacy information.

14 Tammi 202526min

Los Angeles Braces for More Firestorms

Los Angeles Braces for More Firestorms

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.Hosts: John Tucker, Emily Graffeo, and Matthew MillerSee omnystudio.com/listener for privacy information.

13 Tammi 202521min

Bonus In the City: Why Are UK Assets Spiraling Now?

Bonus In the City: Why Are UK Assets Spiraling Now?

It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.

12 Tammi 202521min

BI Weekend: Healthcare, Energy, and Bank Outlook

BI Weekend: Healthcare, Energy, and Bank Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.Hosts: Paul Sweeney, Alix SteelBloomberg 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.

10 Tammi 202538min

Trump Gets No Jail Time or Probation in NY Hush Money Case

Trump Gets No Jail Time or Probation in NY Hush Money Case

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

10 Tammi 202523min

Instant Reaction: Supreme Court Allows Trump Sentencing

Instant Reaction: Supreme Court Allows Trump Sentencing

A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.See omnystudio.com/listener for privacy information.

10 Tammi 20259min

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