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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

On this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.

They speak with:

- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.
US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.
Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips and Exxon Mobil Corp. also rose.

-Will Lee, Bloomberg Intelligence Aerospace and Defense Analyst, and George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, on military implications of Venezuela attack.
According to Bloomberg Intelligence: the Jan. 3 operation is unlikely to alter US defense-spending priorities, as it relied on naval and air assets already central to broader power-projection requirements, particularly in the Asia-Pacific.

- Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, on the aftermath of the Venezuela attack.
America's allies offered a measured response after US troops captured Venezuelan leader Nicolas Maduro in a raid, emphasizing diplomacy, dialogue and stability.

-Edward Price, Non-Resident Senior Fellow at NYU, on the aftermath of the Venezuela attack.
President Trump's approach has sent shockwaves around the world, drawing criticism from various countries, and has been seen as a stark lesson in power politics that accelerates a broader trend toward a reconfigured global order.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Hosts Matt Miller and Vonnie Quinn.

- Tesla vehicle sales fell 8.6% last year, dropping the Elon Musk-led company well behind China’s BYD Co. in the global ranks of electric-car makers.

Fourth-quarter deliveries declined 16% to 418,227 vehicles, Tesla said in a statement Friday, trailing analyst estimates compiled by Bloomberg and the company.

On this edition:

Paul, Matt, and Vonnie speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on BYD meeting its full-year sales target and likely surpassing Tesla to become the world’s largest electric-vehicle maker in 2025.

-Ed Ludlow, BTech Co-Anchor, on DeepSeek publishing a paper outlining a more efficient approach to developing AI.

-Bill Shufelt, Athletic Brewing Company Co-Founder & CEO, on the outlook for non-alcoholic beer market in 2026 and consumer trends.

-Dakota Smith, Hopper Co-Founder & President, on his 2026 travel outlook.

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.
- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.
- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.
- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for US Telecom and Satellite.
- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BI's cloud gaming deep dive for 2026.
- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses BI’s outlook for U.S machinery in 2026.
- Bill Keenan, Writer/Producer of Bull Run film, Author of Discussion Materials, discusses the film and where it fits in with other movies about Wall Street.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-  Warner Bros. Discovery plans to once again reject a takeover bid from Paramount Skydance Corp. after the rival media company amended the terms of its offer, according to people familiar with the company’s thinking.

The Warner Bros. board hasn’t made a final determination, but will meet next week, said the people, who asked to not be identified discussing internal deliberations. Among the board’s concerns, Paramount has yet to increase its offer, which Warner Bros. earlier rejected as inferior to one from Netflix.

On this edition:
Paul and Matt speak with:

- Luke Stillman, Madison & Wall Managing Director, on the latest at Warner Bros and Paramount.

- Theresa Payton, Fortalice Solutions CEO, on her cybersecurity outlook for 2026.

-Cathy Seifert, CFRA Analyst, on Berkshire Hathaway entering a new era.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.

By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.

On this edition:
Paul and Matt speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on Tesla.

- Erin Keating, Cox Automotive Executive Analyst, on EVs.

-Amir Vexler, Centrus Energy CEO & President, on nuclear energy and AI demand.

-Paul Larbey, Bango CEO, on the latest at Warner Bros. Paramount.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

-Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.

Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made progress in talks on Sunday with Ukrainian counterpart Volodymyr Zelenskiy at Mar-a-Lago. Zelenskiy said he asked Trump for 30 to 50 years of security guarantees.

Paul and Caroline speak with:

- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, on oil.
- Mike Regan, Bloomberg News Managing Editor for Equities, on Michael Burry, founder of Scion Asset Management, the AI trade and big trades of 2025.
- Katherine Chiglinksy, Bloomberg News Investing Team Leader, on the Bloomberg Big Take story: “It’s Revenge of the Banks’ as Private Creditors Lose Their Edge.”
- Mina Fahmi, Sandbar Co-Founder & CEO, on the company’s AI-powered smart ring product and AI.

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps
- Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid.
- Beth Kowitt, Bloomberg Opinion Columnist, on Inside Walmart’s Masterclass in Reputation Rehab
-  Connie Chung, award-winning journalist and news anchor, recent author of her memoir "Connie" on the changing media/news landscape

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.

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply.

West Texas Intermediate edged down on Friday to trade near $58 a barrel, though still on track for the biggest weekly gain since late October, while Brent was below $62. Ukrainian President Volodymyr Zelenskiy said he expects to meet with US President Donald Trump in Florida on Sunday about ending Russia’s war, adding that his country’s framework deal with the US was “almost ready” and signing it will depend on the upcoming meeting.

Paul and Caroline speak with:

- Dr. Ellen Wald, Atlantic Council Senior Fellow discusses oil amid geopolitical unrest
- Mishel Alon, Chief Business Officer at Verve discusses consumer sentiment and spending
- Carol Pepper, CEO at Pepper International discusses markets

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu)

• Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward, Reuters reported, citing two unidentified people familiar with the matter. Spokespeople for Nvidia and Intel didn’t immediately respond to requests for comment. An Intel spokesperson told Reuters that the company’s 18A manufacturing technologies are “progressing well.”
• Erik Larson, Bloomberg News US Legal Reporter, on a federal judge’s decision to allow the Trump administration to put a $100,000 fee on new H-1B visa applications. The ruling is seen a setback for US technology companies that rely on hiring skilled foreign workers. US District Judge Beryl Howell said in a ruling Tuesday that President Donald Trump’s effort to radically increase the cost of the popular visa is lawful. The decision gives a boost to the administration’s campaign to restrict immigration and push demand for US workers. The US Chamber of Commerce, which sued to block the proposal, can appeal.
• Seema Shah, Vice President of Research and Insights at Sensor Tower, delves into the latest in the battle to acquire Warner Bros Discovery. Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth and Investment Management, said in a Bloomberg TV interview that the fight is more about power than financial sense. Paramount Skydance sees the deal as its chance to become a Hollywood powerhouse as fast as possible. A victory for Netflix, on the other hand, would be a crowning achievement, making it possibly the most dominant player ever in entertainment history.
• Liz Hart, President of Leasing for North America at Newmark, discusses the health of the US commercial real estate heading into 2026. As an example, Bloomberg Intelligence notes that real estate services provider Mid-America's moderate leverage and expanded liquidity support its ability to fund development and manage debt maturities. Though refinancing is expected to increase interest expense, the company's leverage and maturity profile remain manageable. Expanded borrowing capacity provides flexibility to support investment while maintaining balance-sheet stability.

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term.

- Reshmi Basu, Bloomberg News Credit Reporter, discusses Saks Global Enterprises, facing limited options ahead of a more than $100 million debt payment due at the end of this month, considering Chapter 11 bankruptcy.

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about his outlook for North Americans airlines in 2026.
 
- Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, breaks down the 2025 "Winners & Losers"

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