Trump Tariffs Spark Quick Retaliation

Trump Tariffs Spark Quick Retaliation

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

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

*Broadcasting live from Bloomberg Invest*

Today's Podcast Features:

Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his threat to hit Canada and Mexico with sweeping import levies and doubled an existing charge on China, spurring swift reprisals that plunged the world economy into a deepening trade war.

Robert Rubin, Senior Counselor, Centerview Partners; 70th US Secretary of the Treasury, discusses the biggest economic risks facing the U.S. and global markets. He also talks about how soaring national debt and deficits could impact long-term economic stability and whether Washington is underestimating fiscal risks in an era of rising interest rates and geopolitical uncertainty.

Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector, including how AI, digital advertising, and e-commerce are reshaping the industry. He also talks about whether the AI boom is sustainable or at risk of overheating, and which companies are best positioned for long-term AI-driven growth.

Bin Ren, Sigtech CEO, siscusses the evolving role of quantitative finance and AI in asset management. He also discusses how SigTech’s platform enables faster deployment of trading models, reducing time-to-market for investment strategies.

Marc Lipschultz, Blue Owl Capital Co-CEO, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. With interest rates remaining elevated, Marc discusses how is this affecting both private and public credit markets.

See omnystudio.com/listener for privacy information.

Avsnitt(3305)

BI Weekend: T-Mobile Earnings, DeepSeek "Panic"

BI Weekend: T-Mobile Earnings, DeepSeek "Panic"

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: T-Mobile CEO Mike Sievert on the company's quarterly earnings results. Bloomberg Intelligence Global Autos and Industrials Research Analyst Steve Man on GM Earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst in JetBlue’s shares taking a plunge. Rachel Metz, Bloomberg AI Reporter on Chinese AI startup “DeepSeek” causing panic in the US tech world. Nora Wittstruck, Chief Municipal Analytical Officer at S&P Global Ratings on the boom for Muni's in 2025. And Harry Wilson, Bloomberg Finance Reporter on HSBC focusing its operations in Asia and the Middle East. 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.

31 Jan 202537min

Wall Street Bonuses, Baker Hughes CEO on Earnings

Wall Street Bonuses, Baker Hughes CEO on Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Laura Noonan, Bloomberg News Finance Reporter, on Big Take story: Banker Bonuses Turn Into 'Scratch-Off Ticket' with Stock Swings. Lorenzo Simonelli, CEO of Baker Hughes, on company earnings. And Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst on US Justice Department Sues to Block HPE's Purchase of Juniper Networks Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

31 Jan 202522min

Bloomberg Bonus Episode: Apple and Intel Earnings

Bloomberg Bonus Episode: Apple and Intel Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.

30 Jan 202534min

Deadly Plane Crash Near DC Airport; Tesla Earnings

Deadly Plane Crash Near DC Airport; Tesla Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kit Darby, President of KitDarby Aviation Consulting, on the DC plane/helicopter crash. Sylvia Jablonski, CEO and CIO of Defiance ETFs, to discuss her outlook for the markets. And Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst on Tesla EarningsHosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

30 Jan 202519min

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bonus Episode: Tesla, Meta and Microsoft Earnings

Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information.

29 Jan 202552min

Instant Reaction: Jay Powell on the Fed Decision

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Jan 202526min

 T-Mobile Earnings Beat Projections

T-Mobile Earnings Beat Projections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. T-Mobile CEO Mike Sievert, discusses company earnings.Hosts: Paul Sweeney and John TuckerSee omnystudio.com/listener for privacy information.

29 Jan 202511min

US Consumer Confidence Falls

US Consumer Confidence Falls

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Broadcasting Live from BAM Mutual*Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Tom Doe, Founder and CEO, at Municipal Market Analytics, discusses the muni bond market. Peter DeGroot, Head of Muni Research, at JP Morgan, discusses the muni bond market. Nora Wittstruck, Chief Municipal Analytical Officer, at S&P Global Ratings, discusses the muni bond market. Mark Paris, Head of Municipal Bonds, at Invesco, discusses the muni bond market. Sean McCarthy, BAM Mutual CEO, talks about the muni bond market.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

28 Jan 202544min

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