BI Weekend: Disney Earnings, EV Latest

BI Weekend: Disney Earnings, EV Latest

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

On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. 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.” Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Manager, discusses the impact of a trump administration on electric vehicles. Tai Liu, BNEF Oil Market Specialist, talks about how the Trump administration will impact oil producers. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Tyson Foods earnings. Justina Lee, Bloomberg Markets Reporter, discusses the Bloomberg Big Take story: “Wall Street Math Wizards Are Decoding Private-Market Returns.”

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.

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Episoder(3305)

Apple, Infrastructure, and Amer Sports IPO

Apple, Infrastructure, and Amer Sports IPO

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple’s upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to talk about single stock ETFs and other investments. Bloomberg Intelligence Analysts Jennifer Rie and Jen Bartashus talk about Kroger and Albertsons. Callie Cox, US Investment Analyst for eToro, discusses markets, investing news, and outlook for the economy. Catherine Lim, Senior Analyst: Consumer & Technology with Bloomberg Intelligence, discusses Amer Sports, the maker of Wilson tennis rackets and Salomon ski boots, plans for filing a US IPO. Michael Dean, Senior Euro Autos Analyst with Bloomberg Intelligence, joins to discuss the Aston Martin DBX. JJ Kinahan, CEO at IG North America, joins to talk trading strategies, markets, retail and options trading, and crypto. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

8 Sep 202358min

Watch THE TAPE on YouTube

Watch THE TAPE on YouTube

THE TAPE is now LIVE on YouTube.  Watch Matt, Paul and the rest of the Bloomberg team LIVE every weekday from 10am-1pm ET.  STREAM US LIVE HERE: bit.ly/45d19JI.See omnystudio.com/listener for privacy information.

8 Sep 202357s

Apple, FTX, Ford Mach-E, and Markets

Apple, FTX, Ford Mach-E, and Markets

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss China seeking to extend its ban on Apple iPhones. Ava Benny-Morrison, legal reporter with Bloomberg News joins to discuss former FTX executive Ryan Salame planning to plead guilty to criminal charges. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his latest column on markets and investing. Michael Sego, Mach-E Rally Marketing Manager, joins to discuss Ford’s EV initiatives and new products. Alexandre Ricard, CEO of Pernod Ricard, joins to discuss the outlook for his company and industry. Jawad Mian, Stray Reflections founder, joins to talk about his unconventional views on trading and offers his market outlook. Hosted by Matt Miller, Simone Foxman and Bailey Lipschultz.See omnystudio.com/listener for privacy information.

7 Sep 202341min

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Mortgages, Germany, Oil, Daimler, and Childcare (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics at London Business School, joins to discuss the ECB, outlook for eurozone inflation, and Germany’s economic slump and the return of the “sick man of Europe.” Steve Brown, Senior VP and Senior Portfolio Manager, Global Real Estate at American Century Investments, joins to talk about REITs. Bloomberg Intelligence Senior REITs Analyst Jeff Langbaum talks about WeWork’s strategic outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst: Global Energy with Bloomberg Intelligence, join to talk about the impact of international oil supply cuts and outlook for global energy and refining capacity. Elisabeth Behrmann, Team leader for Euro Autos for Bloomberg News, joins to discuss the $3 billion US battery plant brought together by the pact between Daimler Truck, Cummins, and Paccar. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

6 Sep 202348min

Oil, EVs, Arm IPO, and a Government Shutdown (Podcast)

Oil, EVs, Arm IPO, and a Government Shutdown (Podcast)

Nathan Dean, Senior Analyst: US Government with Bloomberg Intelligence, joins to discuss hits notes on a potential government shutdown, marijuana legislation, and any updates on crypto legislation and the SALT tax. Eddie van der Walt, Markets Live Editor with Bloomberg News, joins to talk about the slowing services sector in China, Country Garden and property sector concerns, and inflation outlook in the euro zone and what it could mean for next week’s ECB decision. Bailey Lipschultz, markets reporter with Bloomberg News, joins us to break down the Arm IPO. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to discuss Russia and Saudi Arabia oil cuts, Brent Crude hitting $90 a barrel, a potential Chevron strike in Australia, and rising gas prices. Nakul Duggal, Qualcomm Senior VP and Automotive General Manager, joins us from the IAA Mobility Show Munich to talk about the conference, chip and car production post-pandemic and supply chain, and autonomous vehicles and AI. Katie Charleston, founder at Katie Charleston Law, joins to discuss legal concerns over AI as it relates to the Hollywood strike and other labor-related issues. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

5 Sep 202353min

Jobs Day, FTC, and Global Markets (Podcast)

Jobs Day, FTC, and Global Markets (Podcast)

Michael McKee, international economics and policy correspondent with Bloomberg News, and Alyce Andres, US interest rates and FX reporter with Bloomberg News, join to break down the jobs numbers and slew of economic data from this week, and what it all means for the Fed. Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to talk about how markets are responding to the latest jobs report and outlook for investors. Julia Pollak, Chief US Economist at ZipRecruiter, joins to talk about the August jobs report. Tom Gimbel, CEO at LaSalle Network, joins to talk about hiring and jobs day. Jennifer Rie, Senior Litigation Analyst: Antitrust with Bloomberg Intelligence, joins to talk about the FTC’s settlement on the Amgen-Horizon deal. Eddie van der Walt, with Bloomberg News, joins to break down the US economy post-jobs numbers, China supporting its economy, and potential European stagflation. Hosted by Jess Menton, John Tucker, and Simone Foxman.See omnystudio.com/listener for privacy information.

1 Sep 202348min

Commodities, Bitcoin ETFs, and the Messi Effect (Podcast)

Commodities, Bitcoin ETFs, and the Messi Effect (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, discusses the US losing the corn export battle and his call on gold. Greg Taylor, CIO at Purpose Investments, joins to talk about ETF flows and spot based Bitcoin ETFs. Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss his note on Tesla. Mark Douglas, CEO at MNTN, joins to discuss streaming wars, outlook for the ad and streaming industries, and the Messi Effect. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses his recent column on investing, “Mind the Gap.” Anna Wong, Chief US Economist with Bloomberg Economics, discusses Core PCE inflation and other eco data from this week. Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy information.

31 Aug 202351min

GDP, Housing, Grayscale CEO, and VR Headsets (Podcast)

GDP, Housing, Grayscale CEO, and VR Headsets (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to talk about second quarter GDP and other eco data and news. Odeta Kushi, Deputy Chief Economist at First American, discusses MBA Mortgage applications, new home sales, and the housing market. Grayscale CEO Michael Sonnenshein joins Bloomberg TV to discuss a US court ruling in its favor and against the SEC. James Seyffart, ETF Research Analyst with Bloomberg Intelligence, joins to debrief the Grayscale CEO interview. Ron Sanchez, Chief Investment Officer at Fiduciary Trust, joins to discuss second quarter GDP, outlook for the markets, and investing. Dan O’Brien, President of Americas at HTC, joins to discuss his company’s virtual reality headset, Apple’s foray into headsets, the AR/VR race, and the Metaverse. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

30 Aug 202353min

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