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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BI Weekend: Pfizer, Micron Earnings

BI Weekend: Pfizer, Micron Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses her travel research for 2025. Suzanne Woolley, Bloomberg Personal Finance Reporter, discusses the Bloomberg Big Take story: 'Need to Grind’: Retirement Crunch Haunts Americans Nearing 60.” Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, discusses Micron earnings. Viktoria Dendidrou, Bloomberg US Treasury Reporter, discusses the Bloomberg Big Take story: “Debt Risks That Lured Bessent to US Treasury Now Loom Large.” Andrew Silverman, Bloomberg Intelligence Senior Policy Analyst, discusses M&A research.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.

20 Joulu 202436min

House GOP Leaders Ready Funding Plan

House GOP Leaders Ready Funding Plan

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a potential government shutdown. Sandi Bragar, Chief Client Officer at Aspiriant, discusses her outlook for the markets.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

20 Joulu 202423min

Instant Reaction: Trump-Backed Funding Plan Fails

Instant Reaction: Trump-Backed Funding Plan Fails

The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg Capitol Influence deputy team leader Mike Dorning.See omnystudio.com/listener for privacy information.

20 Joulu 20247min

US Government Shutdown Looms

US Government Shutdown Looms

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the possibility of a government shutdown. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the potential for a government shutdown.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

19 Joulu 202423min

Evolving Money: Rebuilding the Creator Economy (Sponsored Content)

Evolving Money: Rebuilding the Creator Economy (Sponsored Content)

What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

19 Joulu 202418min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025.See omnystudio.com/listener for privacy information.

18 Joulu 202423min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

18 Joulu 202430min

Supreme Court to Hear TikTok Challenge

Supreme Court to Hear TikTok Challenge

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the Supreme Court saying it will hear TikTok’s challenge to a U.S ban. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest on the markets and the Fed. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Honda and Nissan exploring a merger with Foxconn. Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the latest on the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

18 Joulu 202424min

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