Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy reaching an agreement to buy Endeavor Energy. Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, talks Hasbro earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount’s job cuts. Woo Jin Ho Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Kraft earnings. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Deere earnings. 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.

16 Feb 202437min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Goldman Sachs boosting CEO David Solomon’s compensation. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Nike’s job cuts. Steve Steinour, Chairman, President, and Chief Executive Officer of Huntington Bank, discusses his outlook for U.S commercial real estate. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the preliminary release of Michigan consumer sentiment data. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, joins to discuss U.S Housing starts data. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

16 Feb 202440min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, joins to discuss Deere earnings. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, breaks down U.S Retail Sales. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Scott Kelley, Founder and CEO at Aetos Capital Real Estate, and Abigail Doolittle, Bloomberg News Markets Reporter, discuss the latest in U.S commercial real estate. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down Cisco's earnings.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

15 Feb 202440min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses a clerical error in Lyft’s profit outlook, and Uber’s buyback plan. Brian Smoluch, Principal and Portfolio Manager of the Hood River Small Cap Growth Fund, discusses his outlook for the markets, and current stock picks. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, joins to talk about Kraft earnings. Nancy Davis, Founder and CIO of Quadratic Capital Management, discusses her outlook for the markets. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

14 Feb 202439min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Paramount's job cuts. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss hot U.S CPI data. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for the US economy. Alan Armstrong, President and CEO at Williams, joins to discuss the natural gas industry’s progress around emissions reductions and technology innovation.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

13 Feb 202433min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy agreeing to buy fellow Texas oil-and-gas producer Endeavor Energy Resources in a $26 billion cash-and-stock deal. EDO CEO Kevin Krim, joins to discuss ad and streaming results post-Superbowl. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets, and this week’s economic data. Jennifer Oppold, Founder and Portfolio Manager at Alpine Peaks Capital, joins to discuss overall positioning in the market and long stock positions.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

12 Feb 202436min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney earnings. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses UBS earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, joins to talk about Tesla stoking fears of layoffs. Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses Caterpillar earnings. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about why Mideast war is hurting McDonalds sales. Deborah Aitken, Bloomberg Intelligence Senior Analyst: Global Luxury Goods, Home, Beauty and Personal Care, discusses Estee Lauder plans to cut up to 5% of its workforce.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.

9 Feb 202438min

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss today's economic data in the U.S, and what comes next for the Fed. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Superbowl food and beverage sales. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss what we can expect to see over the weekend leading up to the Super Bowl from a retail and consumer perspective. Bloomberg Business of Sports Hosts Michael Barr and Damian Sassower, break down Super Bowl prop bets and what to expect from the big game.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

9 Feb 202433min