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    Business

    Bloomberg Intelligence

    Listen for investment news and in-depth company research.

    Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

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    Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

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    Latest Episodes:
    Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio Oct 22, 2020
    Show notes

    Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued challenges facing the business community in the midst of COVID-19. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airlines results. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to glean knowledge from market experts. Hosted by Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


    Epic S&P Rally Is Powered By Assets You Can't See or Touch Oct 21, 2020
    Show notes

    Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Google Should Learn From Microsoft’s Tough Lesson." Peter Andersen, Founder of Andersen Capital Management, LLC, on enduring stocks that can weather any election outcome. Damian Sassower, Chief Emerging Markets Credit strategist for Bloomberg Intelligence, on the increased fiscal vulnerability of developing nations. Hosted by Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


    More States Likely To Pile On Google Post-Election: BI's Rie Oct 20, 2020
    Show notes

    Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, producer and World Trade Center real estate mogul, on how Broadway will be shuttered until May of 2021 and how NYC can’t survive without the arts. Tropical Smoothie CEO Charles Watson discusses their growth during the pandemic, and the commercial real estate landscape for franchises. David Katz, CIO of Matrix Advisors, on markets and his current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


    China's Recovery Lacks Consumer Demand: China Beige Book Oct 19, 2020
    Show notes

    Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted by Paul Sweeney and Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


    Here's Second Covid Wave We Hoped We Wouldn't See: JHU's Sauer Oct 16, 2020
    Show notes

    Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.

    See omnystudio.com/listener for privacy information.


    Gorman's Model Reaps Rewards for Morgan Stanley: Whalen Oct 15, 2020
    Show notes

    Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


    'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon Oct 14, 2020
    Show notes

    Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the lack of U.S. stimulus and what to expect on the Brexit deadline. Sarah Halzack, Bloomberg Opinion consumer columnist, on Amazon Prime Day. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on President Trump's address to the Economic Club of New York, Hosted by Vonnie Quinn and Paul Sweeney.

    See omnystudio.com/listener for privacy information.


    Bonus: Game Changers, Part 2 Oct 13, 2020
    Show notes

    As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.

    In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In the second episode: Water Harvesting.

    See omnystudio.com/listener for privacy information.


    Admiral Stavridis: U.S. Is Entering A Period of Vulnerability Oct 12, 2020
    Show notes

    Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of Steelhouse, on signs of cracks in Apple's future. Bill Smead, Chief Executive Officer and Chief Investment Officer of Smead Capital Management, on his current investment strategy, and the concentration of money in the Big Tech monopolies. Steven Strauss, visiting professor at the Princeton School of Public and International Affairs, discusses the sweeping antitrust reforms targeting Big Tech. Hosted by Paul Sweeney and Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


    Morgan Stanley Could Struggle Long-Term Without An ETF Solution Oct 09, 2020
    Show notes

    Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Morgan Stanley's direct indexing play, and Vanguard returning $21 billion in assets to China accounts. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), with their holiday shopping forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Trump's return to public events while infected with covid-19. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on AMD in talks to buy rival Xilinx in a $30 billion deal. Eric Kazatsky, Senior U.S. Municipals Strategist for Bloomberg Intelligence: Illinois taps Fed funds, and stimulus still up in the air. Hosted by Paul Sweeney and Vonnie Quinn.

    See omnystudio.com/listener for privacy information.


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