BI Weekend: Healthcare, Energy, and Bank Outlook

BI Weekend: Healthcare, Energy, and Bank Outlook

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

On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.

Hosts: Paul Sweeney, Alix Steel

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.

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Episoder(3414)

Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings

Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail S...

21 Mai 21min

Target Tempers Expectations After Best Sales Gain in Years

Target Tempers Expectations After Best Sales Gain in Years

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail ...

20 Mai 21min

Home Depot’s Sales Fall Short on Lackluster Housing Recovery

Home Depot’s Sales Fall Short on Lackluster Housing Recovery

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, disc...

19 Mai 25min

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloombe...

18 Mai 20min

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy ...

18 Mai 19min

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discus...

15 Mai 23min

Cisco Jumps Most Since 2011 on Sales Outlook

Cisco Jumps Most Since 2011 on Sales Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith- Ryan Vlastelica, Bloomberg Equities Reporter, discusses ea...

14 Mai 18min

Anthropic in Talks to Raise $30 Billion at $900 Billion Value

Anthropic in Talks to Raise $30 Billion at $900 Billion Value

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*Broadcasting From Eisner Amper West Coast Real Estate Summit in San...

13 Mai 18min

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