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Bloomberg Intelligence episodes

  • Agrochemical Mega-Deals Could Reshape Industry, BI's Miner Says

    Jason Miner, a senior global chemical analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how mega-deals could reshape the agrochemicals industry. Rick Selvala, CEO and co-founder of Harvest Volatility Management, discusses his company's strategy for trading U.S. equity index volatility. Bloomberg's Brian Chappatta talks about how Japan, the U.S.'s biggest foreign creditor, is unloading U.S. debt. Finally, Bloomberg's Elizabeth Dexheimer discusses her article, "Caught Between JPMorgan and Wal-Mart, Congress Avoids Swipe."

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    29 min
  • Moody's Carlson on the Direction of the U.S. Credit Rating

    Sarah Carlson, a senior vice president at Moody's Investors Service, discusses the White House budget proposal and the direction of the U.S. credit profile. Bloomberg's Meenal Vamburkar talks about Trump's decision to grant a U.S. permit to Transcanada for its Keystone XL pipeline. Joel Levington, a senior credit analyst at Bloomberg Intelligence, discusses BI's activist audit model, which helps signal companies that may be exposed to rising credit risk. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, explains to Pimm Fox and Lisa Abramowicz why he still likes airlines.

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    38 min
  • Russia's a Clear And Present Danger, Ambassador Ereli Says

    Adam Ereli, who was a U.S. ambassador to Bahrain and State Department deputy spokesman, discusses the Russia investigation, U.S.-Russia relations and Rex Tillerson's meeting with NATO. Stephen Guilfoyle, the founder and president of Sarge986, talks to Pimm Fox and Lisa Abramowicz about markets, valuations, the economy and headline risk. Bloomberg Intelligence's Paul Sweeney talks about Disney's decision to extend Bob Iger's contract as chairman and CEO for another year. Finally, Kevin Whitelaw, Bloomberg's Congress editor, discusses the GOP negotiations to pass the American Health Care Act.

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    28 min
  • Political Risk Not a Major Threat to Globalization, Datta Says

    Tapan Datta, the chief economist at Aon Hewitt, talks about the impact of political events on the Eurozone economy. Bloomberg Intelligence's Ryan O'Connell discusses Ally Financial and the deepening angst in the auto-loans industry. Ethan Brown, CEO of Beyond Meat, speaks with Pimm Fox and Lisa Abramowicz about the company's outlook, Tyson's investment in Beyond Meat and the future of protein. Finally, Dr. Richard Newell, the president of Resources for the Future, discusses the Trump administration's rollback of emissions standards, renewed push into fossil fuels and the direction of the energy economy.

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    28 min
  • Is There Value in Gorsuch's Congressional Hearings?

    Greg Stohr, a Supreme Court reporter at Bloomberg, says 90 percent of Neil Gorsuch's answers at his Congressional hearings are predictable, but there's real substance in the nitty-gritty of what he says. Then, Anna Edney, a Bloomberg health-care reporter, discusses GOP leaders trying to gain support for their American Health Care Act plan.

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    13 min
  • Bloomberg's Olorunnipa on Comey's Testimony on Russia Investiga

    Toluse Olorunnipa, White House Correspondent, on FBI Director James Comey testifying at a congressional hearing on the investigation into Russia's alleged meddling in the 2016 election. Ian Wishart, European Government reporter for Bloomberg, on the UK triggering Brexit.

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    20 min
  • EU's Harkin: EU Nations in Free-For-All Fight for UK Companies

    Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, on Brexit, companies shifting out of the UK, and the future of the EU. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on New Jersey's growing pension deficit and Amtrak’s Gateway project imperiled by Trump’s budget slashing. Brian Reardon, former special assistant for economic policy and a staff member of the National Economic Council under President George W. Bush, on tax reform and why he supports a border adjustment. David Scanlan, Managing Editor Canada for Bloomberg, on the Canada Goose IPO which vaulted CEO Dani Reiss into a millionaire.

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    30 min
  • Borthwick Looks for Weaker Dollar, Sees Strong China Currency

    Douglas Borthwick, head of foreign exchange at Chapdelaine & Co., discusses currencies following the Fed hike, the Dutch elections and the Bank of England and Bank of Japan rate decisions. Citigroup's Jenna Giannelli she sees more pain to come in retail but it's not "the big short." Jamie Murray, chief economist at Bloomberg Intelligence in London, says Italy is the biggest risk to the Eurozone. Finally, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, discusses the Fed rate decision, his market outlook for 2017 and current investment ideas. (Corrects employment status of Douglas Borthwick)

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    29 min
  • Kocherlakota Sees Labor Market Slack, Calls for Hike Caution

    Narayana Kocherlakota, a Bloomberg View columnist and former Minneapolis Fed president, tells Pimm Fox and Lisa Abramowicz why the Fed should display more patience on a rate hike. Washington D.C. Mayor Muriel Bowser comments on reaction to Donald Trump's EPA cuts and predicts women's leadership will make a difference in the fight against climate change. Marc Stefanski, chief executive officer of Third Federal Savings & Loan, discusses the housing market and outlook for rate increases. Finally, Alexandra Palt, chief sustainability officer at L'Oreal, expounds on sustainability and delivering on the Paris agreement.

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    29 min
  • Eisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets

    Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for rate hikes. Anna Edney, a Bloomberg health-care reporter, says the American Health Care Act is taking a hit with CBO's dire estimates. Dan Solender, the lead money manager of municipal bonds at Lord Abbett, discusses Puerto Rico's oversight board decision to approve the governor's debt plan. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses how a Trump tax cut could save oil drillers billions of dollars.

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    26 min

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