BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook

BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.
- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.
- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for US Telecom and Satellite.
- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BI's cloud gaming deep dive for 2026.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses BI’s outlook for U.S machinery in 2026.
- Bill Keenan, Writer/Producer of Bull Run film, Author of Discussion Materials, discusses the film and where it fits in with other movies about Wall Street.

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.

Episoder(3370)

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

Tesla’s EV Sales Miss Expectations Again in Deepening Slump

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla sales...

2 Apr 17min

SpaceX Said to File Confidentially for IPO Before AI Rivals

SpaceX Said to File Confidentially for IPO Before AI Rivals

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Anthony Hughes, Bloomberg US Equity Capital Markets Reporter, disc...

2 Apr 17min

 Unilever Food Arm to Join McCormick in $44.8 Billion Deal

Unilever Food Arm to Join McCormick in $44.8 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Diana Gomes, Bloomberg Intelligence Senior Equity Analyst, discusse...

31 Mar 21min

Air Canada CEO Quits After Furor Over Crash Condolence Video

Air Canada CEO Quits After Furor Over Crash Condolence Video

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Mathieu Dion, Bloomberg Montreal Bureau Chief, discusses Air Canad...

30 Mar 19min

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

Carnival Cuts Profit Outlook as Iran War Pushes Up Fuel Cost

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Anal...

27 Mar 23min

 Trump Threatens Escalation With Sides at Odds on Peace Talks

Trump Threatens Escalation With Sides at Odds on Peace Talks

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ethan Bronner, Bloomberg Israel Bureau Chief, discusses the latest ...

26 Mar 11min

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Merck to Acquire Terns Pharmaceuticals in $6.7 Billion Deal

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Michelle Davis, Bloomberg News Senior Deals Reporter, discusses Mer...

25 Mar 22min

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Estée Lauder in Talks to Buy Puig to Create Beauty Giant

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Clara Hernanz Lizarraga, Bloomberg Companies Reporter, discusses Es...

24 Mar 21min

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