Bloomberg Intelligence

Many shoppers in the Middle East, as well as in Muslim nations like Pakistan are shunning big foreign brands, driven by a wellspring of anger against Western countries for their support of Israel during the war with Hamas. In this special podcast, Bloomberg reporters Leen Al-Rashdan and Salma El Wardany discuss the effects of the boycott movements, speak to those who've changed their spending habits, and to businesses who've seen an increase in sales as consumers make the switch to more local brands. Hosted by Daybreak Europe's Stephen Carroll. 

For more from the team, check out the Daybreak Europe Podcast. Every episode delivers the day's top stories, with context, in just 15 minutes. Available every morning by 7am GMT in your feed.  

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

On this week's podcast, we recap IBM earnings with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from United, Southwest, and American out this past week. We get the latest on Baker Hughes with CEO Lorenzo Simonelli and Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine. Plus, we talk about the fate of award shows with Bloomberg Opinion Columnist Bobby Ghosh, and Bloomberg Intelligence Credit Analyst Jody Lurie gives us a sneak peek at her time aboard the world's largest cruise ship.

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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Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow joins to discuss earnings from Norfolk Southern, CN Railway, and Union Pacific. Dana D’Auria, Co-CIO of Envestnet, joins to give her outlook on the markets. Bloomberg Intelligence Senior US Regional Banks Analyst Herman Chan discusses the latest earnings out of regional banks. Eric Kazatsky, Senior Municipal Bond Strategist at Bloomberg Intelligence, shares the top news out of the municipal bond market. And we preview what to expect for Las Vegas casinos and resorts as they prepare to host the Super Bowl.

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Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from airlines this week. Charlie Donovan, Senior Economic Advisor at Impax, joins to talk about issues affecting sustainable energy investing. And Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, joins to recap Tesla earnings. 

Hosts: Alix Steel and Paul Sweeney

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Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine joins to discuss the earnings as well. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her market outlook. Mark Douglas, Founder and CEO at MNTN, discusses the latest news and earnings from Netflix. And Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins to discuss her view on the markets and current investment opportunities.

Hosts: Paul Sweeney and Alix Steel 

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Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations for Netflix earnings. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss corporate bonds, the appetite for extending duration and sectors to focus on in the coming weeks. Bloomberg Opinion Columnist Bobby Ghosh discusses the future of awards shows and how they may be doomed. And Bloomberg Opinion's Brooke Sutherland breaks down the latest earnings from General Electric. 

Hosts: Paul Sweeney and Alix Steel

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Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloomberg Deputy Team Leader of Global Aviation Siddharth Philip joins to discuss the latest from Boeing door plug checks. Carol Schleif, Chief Investment Officer, BMO Family Office joins to discuss the markets, inflation, and outlook for Fed rate cuts in 2024. Political News Director for Bloomberg TV and Radio Jodi Schneider discusses the latest from the New Hampshire Primary.

Hosts: Paul Sweeney and Alix Steel 

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Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETFs.

Mitch Berlin, EY Americas Vice Chair of Strategy and Transactions, discusses opportunities for mergers and acquisitions.

Skyler Weinand, CIO at Regan Capital, discusses sectors to keep an eye on this year.

Hans Olsen, CIO at Fiduciary Trust Company, joins to discuss how the markets and Fed will interact with one another in 2024.

Brian Vendig, President at MJP Advisors, joins to discuss investing strategies amid an uncertain Fed and inflation path.  

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Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. Will Nasgovitz, CEO and Portfolio Manager at Heartland Advisors, joins to talk about the outlook for small caps in 2024. Kara Murphy Chief Investment Officer with Kestra Investment Management, joins to discuss markets and investing strategies amid inflation uncertainty. 

Hosts: John Tucker and Molly Smith

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Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for an M&A rebound in 2024. Robert Schein, Managing Director and Partner at Blanke Schein Wealth Management, joins to talk about markets, investing, and when the Fed may cut rates this year. Zoe Peden, Partner at Ananda Impact Ventures, discusses backing startups in health, nature, and biotech as Goldman Sachs recently raised $650 million for investing in life sciences startups. Geetu Sharma, founder and investment manager at AlphasFuture, joins to discuss markets and sectors to watch. Ron Sanchez, Chief Investment Officer at Fiduciary Trust International joins to discuss the markets and his investment outlook.  

Hosted by John Tucker and Molly Smith. 

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