U.S Retail Sales Beat Forecasts, Walmart Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the potential Apple-Google gen-AI pact. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, talks the latest on the bond market. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, explains the latest with TikTok and the potential for a ban in the US. Michael Cuggino, President and Portfolio Manager at the Permanent Portfolio Family of Funds, discusses the latest on the markets. And we get the latest on regional banks with Bloomberg Intelligence Senior Analyst for US Regional Banks, Herman Chan.  Hosts: Paul Sweeney and John Tucker 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.

18 Mar 202441min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how challenges at Boeing will impact the U.S airline market going forward. Shaheen Contractor, Bloomberg Intelligence Senior ESG Strategist, discusses her outlook for ESG ETFs in 2024. Brody Ford, Bloomberg Tech Reporter, discusses Oracle earnings. Gautam Naik, Bloomberg Senior Editor covering ESG Investing, discusses his Big Take story “How a Physics Whiz Made a Fortune Betting on Nature’s Catastrophe’s.”Hosts: Alix Steel and Jennifer RyanThe 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.

15 Mar 202438min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brody Ford, Bloomberg Tech Reporter, joins the program to break down Adobe earnings, George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Joanne Hsu, University of Michigan Surveys of Consumers Director, talks about UMich’s latest data. Dana D’Auria, Co-CIO of Envestnet, gives her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, joins the program to discuss McDonald’s system outage, and the state of the restaurant industry.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

15 Mar 202436min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, joins the program to discuss the latest news on TikTok. Richard Bourke, Bloomberg Intelligence Senior Analyst, covering Basic Materials, discusses President Biden saying U.S Steel should be domestically owned. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the latest on the commercial real estate sector. Steve Man, Global Autos and Industrials Research Analyst, joins to discuss the latest news on Tesla.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

14 Mar 202445min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Daniel Flatley, Bloomberg National Security Reporter, discusses the U.S House passing a bill that would force TikTok’s sale or ban it. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss where ad dollars would go if TikTok is banned. Wendy Benjaminson, Bloomberg Washington Senior Editor, discusses Donald Trump scoring a partial victory in battling his Georgia prosecution for attempting to overturn the 2020 presidential election. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, joins to discuss the latest on the markets. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to preview Lennar earnings. Guatam Nalik, Bloomberg Senior Editor, ESG Investing, discusses his Big Take column: “How a Physics Whiz Made a Killing Betting on Nature’s Catastrophes.”Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

13 Mar 202442min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, joins the program to discuss the latest news on Boeing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Brody Ford, Bloomberg Tech Reporter, joins to break down Oracle's third quarter earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl's fourth quarter earnings.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

12 Mar 202445min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin topping $72,000 for the first time. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Amy Or, Bloomberg Equity Capital Markets Reporter, discusses the latest on Reddit’s IPO. Geetha Ranganathan  Bloomberg Intelligence Analyst on US Media, discusses Sunday’s Oscar awards. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, looks ahead to tomorrow’s U.S CPI data, and discusses the latest on the markets.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

11 Mar 202444min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Jennifer Bartashus, Bloomberg Intelligence Senior Retail Analyst, joins the program to discuss Target Earnings. Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple iPhone sales falling in China. Ivana Seric, Senior Product Scientist, at Zelus Analytics, discusses the role of AI in sports. Anita Jivani, Global Head of Innovation, at Avanade, discusses how AI will impact work organizations going forward. Michael Johnson, President of the New Jersey Innovation Institute, discusses the role of NJII. Beth Simone Noveck, Chief A.I Strategist of the State of New Jersey, discusses implementing Governor Phil Murphy’s vision of having NJ lead the nation in the advancement of AI.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.The NEW Bloomberg Intelligence PodcastBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:         on Apple:  http://bit.ly/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

8 Mar 202439min