Bloomberg Intelligence

In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance.   
Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia.   
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining OpenAI and Oracle in an AI Pact. Nancy Cook, Bloomberg Senior National Political Correspondent discusses the Bloomberg Big Take story: “Trump Shows He Is on Competing Quests for a Legacy and Revenge.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Alaska Air and GE Aerospace earnings. Derrick Flakoll, BNEF Lead US Policy Analyst, gives his energy outlook under a new Trump administration.

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

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Management, discusses Donald Trump's week one as President.

Hosts: Paul Sweeney and Alix Steel

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Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Trump presidency.

Hosts: Paul Sweeney and Alix Steel

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Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.

Hosts: Paul Sweeney and Alix Steel

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Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.

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Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets.

Hosts: Paul Sweeney and Alix Steel

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Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump.

On this edition, Joe and Kailey speak with:

• Former-Trump Energy Secretary Dan Brouillette
• Lindsay Chervinsky, Executive Director of the George Washington Presidential Library
• Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub
• Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District
• United States Senator Bill Hagerty (R-TN)

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

On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.”

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

June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025. 

Hosts: Alix Steel and Norah Mulinda

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