Trump Tariffs Shock Supply Chains

Trump Tariffs Shock Supply Chains

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

Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel

Today’s Podcast Features are:

Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland.

Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact.

Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt.

Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand.

See omnystudio.com/listener for privacy information.

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David McCourt on Trends Impacting the Telecom Industry (Audio)

David McCourt on Trends Impacting the Telecom Industry (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David McCourt, Chairman and CEO of Granahan McCourt Capital, on the telecommunications landscape and the three biggest trends that will impact today’s telecom industries.See omnystudio.com/listener for privacy information.

9 Maj 201611min

Logic's O'Neill: Global Oil Demand is Underestimated (Audio)

Logic's O'Neill: Global Oil Demand is Underestimated (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bill O'Neill, Founder and Partner at Logic Advisors, on the oil markets and the new Saudi oil minister's statement that they will not be cutting back on production.See omnystudio.com/listener for privacy information.

9 Maj 20168min

1-800-Flowers.com's McCann on Using AI to Place Orders (Audio)

1-800-Flowers.com's McCann on Using AI to Place Orders (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim McCann, Founder and CEO of 1-800-Flowers.com, on their recent technology announcements with Facebook, Amazon and IBM, and their forecast for Mother's Day.See omnystudio.com/listener for privacy information.

6 Maj 20168min

BlackRock's Winshel: Millenials Driving Impact Investing(Audio)

BlackRock's Winshel: Millenials Driving Impact Investing(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Deborah Winshel, Global Head of Impact Investing for BlackRock Inc., on their new Impact ETF, and why sustainable investing represents a growing portion of the investment universe.See omnystudio.com/listener for privacy information.

6 Maj 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: DeVry Education Group (DV).See omnystudio.com/listener for privacy information.

6 Maj 201612min

Satish Jindel Says Amazon Will Crush Other Retailers (Audio)

Satish Jindel Says Amazon Will Crush Other Retailers (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Satish Jindel, President of SJ Consulting Group, on what Amazon is doing with its logistics capabilities to change the retail sector.See omnystudio.com/listener for privacy information.

6 Maj 201611min

Starburst's Espahbodi on Growing Investment in Aerospace(Audio)

Starburst's Espahbodi on Growing Investment in Aerospace(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Van Espahbodi, Partner and Co-Founder of Starburst Accelerator, on the state of the aerospace, defence and space markets in the US, and venture capital's growing interest in the market.See omnystudio.com/listener for privacy information.

6 Maj 20168min

Senator Lieberman Advises Against Any Business With Iran(Audio)

Senator Lieberman Advises Against Any Business With Iran(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Former Senator Joe Lieberman, Chairman of UANI-United Against Nuclear Iran, discusses why his organization is warning companies that re-entering the Iranian market is risky business.See omnystudio.com/listener for privacy information.

6 Maj 201611min

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