Episodi

  • BI Weekend: DirecTV, Dish Merger, Nike Earnings
    Oct 4 2024

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

    On this week’s podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish saying they will merge. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about OpenAI completing a deal to raise $6.6 billion in new funding. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting its first quarter of vehicle sales growth this year. Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, breaks down Carnival earnings. Thomas Rowlands Rees, BNEF's Head of Research for North America, talks about the impact of the Inflation Reduction Act on the energy sector. Janet Lorin, Bloomberg Higher Education Finance Reporter discusses the Bloomberg Big Take story: “Harvard Endowment Paid Out a Fortune and Lost Its Investing Edge.”

    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.

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    38 min
  • US Hiring Tops All Estimates, Jobless Rate Falls
    Oct 4 2024

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

    Joanie Bily, Division President at Employbridge, and Chair of American Staffing Association, discusses the September U.S jobs report and employment trends. Ben Emons, Chief Investment Officer and Founder at Fed Watch Advisors, discusess his outlook for the markets. Tom Gimbel, Founder and Board Member of LaSalle Network, joins to discuss the September jobs report and hiring in the US. Brian Levitt, Global Market Strategist at Invesco, discusses his outlook for the markets. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses US dockworkers agreeing to end a three-day strike. David Welch, Bloomberg Detroit Bureau Chief, talks about the EU voting to impose tariffs as high as 45% on electric vehicles from China.

    Hosts: Paul Sweeney and Emily Graffeo

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    40 min
  • Instant Reaction: US Dockworkers Suspend Strike
    Oct 3 2024

    Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson.

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    5 min
  • Oil Soars on Biden Comments, US Services Activity Expands
    Oct 3 2024

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

    Devika Krishna Kumar, Bloomberg Oil Markets Reporter, discusses oil soaring on President Biden’s remarks about possible Israeli retaliation against Iran. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Margie Patel, Senior Portfolio Manager, at Allspring Global Investments, discusses her outlook for the markets. Jessica Kriegel, Chief Scientist of Workplace Culture, at Culture Partners, discusses the port strike impact on the labor market. Frances Stacy, Chairwoman of the Global Digital Finance Committee, discusses her outlook for the markets. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about OpenAI saying it has completed a deal to raise $6.6 billion in new funding. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Levi Strauss earnings.

    Hosts: Paul Sweeney and Bailey Lipschultz

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    38 min
  • Israel Vows Retaliation, VP Debate
    Oct 2 2024

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

    Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of the Mideast. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to recap Tuesday's U.S Vice Presidential debate. Mary Ann Bartels, Chief Investment Strategist, at Sanctuary Wealth, discusses her market outlook. Keith Naughton, Bloomberg Auto Reporter, talks about Tesla posting its’ first quarter of vehicle sales growth this year. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Ellen Wald, President of Transversal Consulting and Senior Fellow at Atlantic Council, joins to discuss the oil markets.

    Hosts: Paul Sweeney, Alix Steel, and John Tucker

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    43 min
  • Instant Reaction: Vice Presidential Debate
    Oct 2 2024

    Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle.

    The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedly targeted Democratic presidential nominee Kamala Harris, suggesting she should have done more over the past four years to address chaos abroad and a struggling economy.

    For instant reaction and analysis, Bloomberg Balance of Power co-hosts Joe Mathieu and Kailey Leinz speak with Bloomberg politics contributors Rick Davis and Jeanne Sheehan Zaino.

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    19 min
  • Strike Shuts US Ports, Mideast Latest
    Oct 1 2024

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

    Mario Cordero, CEO of Port of Long Beach, discusses the latest on U.S port strikes. Mick Mulroy, Co Founder of Lobo Institute, discusses the latest news out of Israel. Jonathan Panikoff, Director at Scowcroft Middle East Security Initiative at Atlantic Council, discusses the latest news out of the Mideast. Tim Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing considering raising at least $10 billion by selling new stock.

    Hosts: Paul Sweeney and Jess Menton

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    30 min
  • DirecTV, Dish to Merge, Potential Port Strike
    Sep 30 2024

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

    Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish agreeing to merge. Dani Burger, Bloomberg Television Anchor, and Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discuss looming port strikes. Jerry Cudzil, Generalist Portfolio Manager in Fixed Income Group at TCW, discusses the latest on the markets. Craig Trudell, Bloomberg Global Autos Editor, talks about a slowdown in the European auto industry. RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes, discusses the latest on the markets. Thomas Rowlands Rees, BNEF's Head of Research, discusses two years of IRA, and whether it has moved the needle on the energy transition.

    Hosts: Paul Sweeney and Alix Steel

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    41 min