Bloomberg Intelligence14 Nov 2025

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

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

Hosts: Paul Sweeney and Scarlet Fu

On this podcast:

- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney earnings.

- Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses her research on “Gen-Z, Millennials to Cut Holiday Spending; Clothing May Hold Up.”

- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Novo Nordisk pulling out of a bidding war with Pfizer for Metsera.

- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses earnings from Tyson Foods.

- Emily Mason, Bloomberg Fintech and Crypto Reporter, discusses earnings from Circle Internet Group.

- Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses the path ahead for Berkshire Hathaway CEO Warren Buffet.

- Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses his research on a recent deal between Visa and Mastercard.

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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