Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Vineer Bhansali, Founder and Chief Investment Officer of LongTail Alpha, discusses the carry trade, fixed income, and hedging strategies. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the marketsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

15 Aug 202439min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanova for nearly $36 billion. Emily Roland, Co-Chief Investment Strategist for John Hancock Investment Management, discusses U.S CPI data. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, talks about Victoria’s Secret poaching the top executive from Rihanna’s lingerie brand. Brent Schutte, CIO at Northwestern Mutual Wealth Management Company, discusses his outlook for the markets. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about the US Justice Department considering the break up of Alphabet’s Google. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses U.S CPI data.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

14 Aug 202443min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jody Lurie, Bloomberg Intelligence Credit Analyst, joins the program to discuss Starbucks replacing its’ CEO. Redd Brown, Bloomberg News Earnings Reporter, discusses Home Depot earnings. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Kathy Winter, Chief Operating Officer at May Mobility, discusses the state of the autonomous vehicle industry and company news. James Demmert, Chief Investment Officer, at Main Street Research, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

13 Aug 202441min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Voreacos, Bloomberg Legal Reporter, discusses B.Riley facing a widening US investigation. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses Bank of Nova Scotia agreeing to buy a minority stake in KeyCorp. Sarah Ponczek, Financial Advisor at UBS Private Wealth Management, discusses her outlook for the markets. Eliza Ronalds Hannon, Senior Debt Reporter, discusses the Bloomberg Big Take story: “Hedge Funds Smell Blood as Lenders Turn on Each Other.”Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

12 Aug 202439min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast: Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses Berkshire Hathaway Earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Disney earnings. Jonathan Palmer, Senior Healthcare Analyst at Bloomberg Intelligence talks CVS earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Uber earnings. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about Google losing a U.S antitrust suit. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Rob Piconi, CEO of Energy Vault, discusses the energy space.    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 subscribersSee omnystudio.com/listener for privacy information.

9 Aug 202437min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Steve Matthews, Bloomberg Federal Reserve Reporter, discusses an economist survey that sees the Fed rejecting calls for a jumbo rate cut. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, discusses the latest on the markets. Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, discusses a Reuters report on Cisco job cuts, and TSMC earnings. Shawn Donnan, Bloomberg News Senior Economics Writer discusses the Bloomberg Big Take story: “The Swing-State Economic Realities Shaping the US Election.” Erika Maschmeyer, Portfolio Manager at Columbia Threadneedle Investments, discusses her outlook for the markets.  Hosts: Alix Steel and Jen RyanSee omnystudio.com/listener for privacy information.

9 Aug 202438min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bryan Whalen, Chief Investment Officer and a Generalist Portfolio Manager, at TCW, discusses his outlook for the markets. Claudia Sahm, New Century Advisors Chief Economist, discusses her column on why her recession rule was meant to be broken. Madison Muller, Bloomberg Health Reporter, discusses Eli Lilly earnings and weight loss research. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Under Armour earnings. Kevin Near, Bloomberg Intelligence Senior Media Associate Analyst, discusses Warner Brothers-Discovery Earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

8 Aug 202438min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, discusses markets news of the day. Ye Xie, Bloomberg Markets Reporter, discusses the Bloomberg News column: “Mnuchin Says It’s Time to Kill the New Treasury Bond He Created.” Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks about Airbnb and Lyft earnings. Rob Piconi, CEO of Energy Vault, joins to talk about the energy space, and what his company is doing. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the state of commercial real estate. Sagit Manor, Nayax Chief Financial Officer, discusses company earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

7 Aug 202443min