Bloomberg Intelligence

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Episoder(3289)

CDK Hack, Apple EU Warning

CDK Hack, Apple EU Warning

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the state of EVs. Tamlin Bason, Bloomberg Intelligence Technology Analyst, discusses Apple being hit by a fresh EU warning over App store abuses. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his midyear outlook for North America restaurants and food service. Mike Hyter, President and CEO of the Executive Leadership Council (ELC,) discusses the most important issues the membership is dealing with today.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

24 Jun 202445min

Boeing Latest, Lennar Earnings

Boeing Latest, Lennar Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses this week’s Boeing whistleblower report. Mark Bergen, Bloomberg Technology Reporter, discusses the story he co-authored titled “Google DeepMind Shifts From Research Lab to AI Product Factory.” Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security at Johns Hopkins Bloomberg School of Public Health, talks about a flesh eating bacteria spreading in Japan. Girish Saligram, President and CEO at Weatherford International, discusses how his company is rebounding post-bankruptcy. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, talks about BNEF's global long-term Electric vehicle forecast.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.

21 Jun 202439min

SCOTUS Gun Ruling, ETF Reshuffle

SCOTUS Gun Ruling, ETF Reshuffle

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Andrew Willinger, Executive Director, Duke Center for Firearms Law, discuss the U.S Supreme Court upholding a US gun ban in domestic violence cases. James Seyffart, Bloomberg Intelligence ETF Research Analyst, discusses a big reshuffle of a $71 billion ETF looming. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Canada reportedly preparing tariffs on Chinese EVs. Erica Adelberg, Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist, discusses her midyear uutlook for US Mortgage-Backed Securities.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

21 Jun 202442min

SCOTUS Tax Ruling, US Housing

SCOTUS Tax Ruling, US Housing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses the latest SCOTUS ruling about a U.S tax on foreign business income. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses U.S Housing starts data. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins the program to discuss Dell saying that it’s building a “Dell AI factory” for Elon Musk’s startup xAI alongside Nvidia. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses McDonalds taking on competitors with a new promotion. Thomas Healy, Founder and CEO of Hyliion, discusses the importance of capitalizing on off grid power generation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

20 Jun 202436min

Boeing Report, US Retail Sales

Boeing Report, US Retail Sales

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses Lennar earnings. Amesh Adalja, Senior Scholar at the Center for Health Security, at Johns Hopkins Bloomberg School of Public Health, discusses rising cases of a disease caused by a rare “flesh-eating bacteria” in Japan. Olaolu Aganga, U.S. Chief Investment Officer at Mercer, talks about her journey to the C-Suite in finance.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

18 Jun 202446min

French Market Volatility, EV Forecast

French Market Volatility, EV Forecast

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses recent turmoil in European markets. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Mark Bergen, Bloomberg Technology Reporter, discusses the story: “Google DeepMind Shifts From Research Lab to AI Product Factory.” Girish Saligram, President and CEO at Weatherford International (NASDAQ: WFRD) discusses recent company announcements. Corey Cantor, BNEF Lead US Electric Vehicle Analyst, discusses BNEF's global long-term Electric vehicle forecast.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

17 Jun 202448min

Oracle Earnings, EU China Tariffs

Oracle Earnings, EU China Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.In this week's podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to break down Oracle earnings. Alex Harris, Bloomberg Short-term Interest Rates Reporter, talks about the Bloomberg Big Take story: “Talent Exit at Williams’ New York Fed Stokes Concern on Its Sway.” Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses his Opinion column: “Macron Plays Fast and Loose With Investor Faith.” Craig Trudell, Bloomberg Global Autos Editor, discusses news that the EU will impose additional tariffs on EV imports from China. John Ketchum, President and CEO of NextEra Energy (NYSE: NEE), discusses how power demand is dramatically increasing. Sung Choi, Bloomberg BNEF Metals and Mining Analyst, talks about an issue with the supply and prices of metals used in the energy transition.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.

14 Jun 202439min

US Consumer Sentiment Falls,  Bump Stock Ban Tossed

US Consumer Sentiment Falls, Bump Stock Ban Tossed

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, to discuss the latest consumer sentiment data from UMich. Harold Krent, Professor of Law, at Chicago-Kent College of Law, talks about a bump stock ban being tossed out by the U.S Supreme Court. David Welch, Bloomberg Detroit Bureau Chief, discusses Tesla investors re-approving Elon Musk’s compensation. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest on the markets. Ying McGuire, President & CEO of National Minority Supplier Development Council (NMSD,) will discuss how attacks on DE&I are heating up and diversity initiatives in workplaces are either being eliminated, or they are in danger.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

14 Jun 202436min

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