Disney Shares Slide as Profit Outlook Overshadows Streaming Wins

Disney Shares Slide as Profit Outlook Overshadows Streaming Wins

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

Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings. Walt Disney Co. gave a mixed earnings report, highlighting strength in its streaming and parks business in the fiscal third quarter, while giving a tepid outlook for profit this year.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, recaps McDonald’s earnings. McDonald’s Corp. sales picked up in the latest quarter, suggesting that pop culture-focused collaborations and budget meals are helping to offset diners’ economic anxiety.

- Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses SuperMicro earnings. Super Micro Computer Inc. lowered its fiscal-year revenue forecast to at least $33 billion, raising questions about sales and pricing pressures around powerful AI servers.

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US Inflation Stays Firm, Trump Cabinet

US Inflation Stays Firm, Trump Cabinet

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses U.S CPI data. Laura Davison, Bloomberg News Politics Editor, discusses Donald Trump‘s cabinet appointments. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss the future impact of Donald Trump's Presidency. Bess Freedman, Chief Executive Officer at Brown Harris Stevens, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. Max Chafkin, Bloomberg Businessweek Senior Reporter, discusses the Bloomberg Big Take story: “Trump's Win Puts Musk in the White House's New C-Suite.”Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

13 Marras 202436min

Bonuses Set to Grow on Wall Street, Home Depot Earnings

Bonuses Set to Grow on Wall Street, Home Depot Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Katherine Doherty, Bloomberg Finance Reporter, talks about how bonuses are set to grow across Wall Street for the first time since 2021. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Home Depot earnings. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest on commodities. Emily Leville, Portfolio Manager at Thornburg Investment Management, discusses her outlook for the markets. Robin Potts, CIO of Canyon Partners Real Estate, discusses the state of commercial real estate.Hosts: Paul Sweeney and Jess MentonSee omnystudio.com/listener for privacy information.

12 Marras 202442min

Bitcoin Soars, Trump Impact on Oil Producers

Bitcoin Soars, Trump Impact on Oil Producers

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the latest on Bitcoin. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, talks about Cigna confirming it won’t pursue a combination with Humana. David Young, President, Public Policy Center of The Conference Board, discusses research about immediate steps the Trump administration will take. Jeff Brown, Founder and CEO of T2 Capital Management, discusses the state of commercial real estate. Tai Liu, BNEF Oil Market Specialist, talks about how oil producers stand to save billions from Donald Trump’s tax plan.Hosts: Paul Sweeney and Molly SmithSee omnystudio.com/listener for privacy information.

11 Marras 202441min

BI Weekend: US Election, Berkshire Earnings

BI Weekend: US Election, Berkshire Earnings

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst gives post 2024 U.S election analysis. Wendy Schiller, Professor at Brown University, joins on the political ramifications of the U.S election. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses how a Trump victory brings optimism for banks. Yayoi Sekine, BloombergNEF Head of Energy Storage, gives her outlook for wind, solar and storage over the next 10 years. Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway earnings. Wendy Thomas, Secureworks CEO, talks about the recent Sophos agreement to acquire Secureworks.Hosts: Paul Sweeney and John TuckerThe 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.

8 Marras 202436min

US Consumer Sentiment Rises, Presidential Election

US Consumer Sentiment Rises, Presidential Election

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich consumer confidence data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses Friday’s Fed decision and the markets. Erica York, Senior Economist and Research Director with Tax Foundation’s Center for Federal Tax Policy, discusses the impact of a Trump Presidency on tax policy. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” discusses the U.S election.Hosts: Emily Graffeo, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.

8 Marras 202438min

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 See omnystudio.com/listener for privacy information.

7 Marras 202433min

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 Surveillance See omnystudio.com/listener for privacy information.

7 Marras 202430min

Fed Meeting, US Election Aftermath

Fed Meeting, US Election Aftermath

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dennis Lockhart, Former Atlanta Fed President, discusses Thursday's Fed decision. Catarina Saraiva, Bloomberg Federal Reserve Reporter, discusses the Bloomberg Big Take story: “Powell, Back in Trump World, Is About to Feel the Heat.” Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses what Donald Trump in the White House means for big tech. Janet Rilling, Senior Portfolio Manager and Head of Plus Fixed Income at Allspring Global Investments, discusses the latest on the markets. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses why banks are optimistic about Trump’s future presidency.Hosts: Paul Sweeney, John Tucker, and Matt MillerSee omnystudio.com/listener for privacy information.

7 Marras 202442min

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