Bloomberg Intelligence

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

On this week’s podcast, Mary Ross Gilbert, Senior Equity Analyst, who covers Retail for Bloomberg Intelligence, discusses Macy’s earnings. David Welch, Bloomberg Detroit Bureau Chief, discusses the state of the electric vehicle industry. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, talks about why it’s likely Capital One’s bid for Discover will face a rigorous antitrust review by the DOJ. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Amazon is still working on ongoing initiatives to boost market share and profits. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, talks about the state of the hotel industry. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Paramount earnings. 

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

George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks to buy the supplier, Spirit AeroSystems. Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, joins to breakdown why New York Community Bancorp shares are sinking. Anna Rathbun, CIO at CBIZ Investment Advisory Services, discusses the latest on the markets. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses today’s ISM manufacturing data. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses consumer sentiment data from the University of Michigan.

Hosts: Paul Sweeney and Alix Steel

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

Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, joins the program to discuss his outlook for the hotel industry. Ted Smith, Co-Founder and President of Union Square Advisors, discusses M&A activity. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss today's economic data in the U.S. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Paramount earnings. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, joins to break down HP's earnings.

Hosts: Paul Sweeney and Alix Steel

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

Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest on Bitcoin. Ann Berry, Founder & Managing Partner at Threadneedle, discusses her outlook for the markets. David Welch, Bloomberg Detroit Bureau Chief, discusses how the sudden demise of Apple’s car program impacts EVs. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, joins to discuss U.S GDP data and politics. Jerry Cudzil, Group Managing Director and Generalist Portfolio Manager at TCW, discusses the latest on the fixed income space.

Hosts: Paul Sweeney and Alix Steel

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

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data from the Conference Board. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Macy’s earnings. Fernando Valle, Bloomberg Intelligence Senior Oil and Gas Analyst, discusses Exxon and Cnooc exploring a bid to snatch Guyana stake from Chevron. Haag Sherman, Chief Executive Officer and Chief Investment Officer of Tectonic Holdings, joins to discuss the energy sector. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to discuss his latest Fed commentary.

Hosts: Paul Sweeney and Alix Steel

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

Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, joins to discuss her outlook for the markets. Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's strength and ongoing initiatives to boost market share and profits. Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses a U.S antitrust review of Capital One’s bid for Discover. Sean O'Hara, President of Pacer ETFs, joins the show to talk about ETF investing and current flows.

Hosts: Paul Sweeney and Alix Steel

See omnystudio.com/listener for privacy information.

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

On this week’s podcast, Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discussed Nvidia’s blowout earnings results. Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, joined to talk about Capital One agreeing to buy Discover Financial Services in a $35 billion all-stock deal. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discussed why restaurants are now confronting a slowdown in consumer spending. Gene Seroka, Executive Director of the Port of Los Angeles, joined to discuss his outlook for cargo volumes. Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discussed Home Depot earnings. Craig Trudell, Bloomberg Global Autos Editor, discussed why President Biden’s dreams for electric vehicles are a nightmare for the U.S car industry.

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.

See omnystudio.com/listener for privacy information.

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

Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Nvidia breaching $2 trillion in market value, and Reddit filing for a U.S IPO. Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. Daniel Flatley, Bloomberg National Security Reporter, discusses U.S sanctions on Russia. Calvin Butler, Exelon CEO, joins to discuss the company’s fourth quarter earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to discuss Warner Brothers earnings.

Hosts: Paul Sweeney and Molly Smith

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

Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, joins to break down Nvidia earnings. Shana Sissel, President & CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” joins the program to discuss markets  Gene Seroka, Executive Director of the Port of Los Angeles, gives his supply chain outlook moving forward. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, joins to discuss Moderna earnings.

Hosts: Paul Sweeney and Emily Graffeo

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

Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden’s EV dreams are impacting U.S carmakers. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, joins to share his latest thoughts on the Fed. Gene Munster, Managing Partner at Deepwater Asset Management, previews Nvidia earnings. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for the markets. Kavita Gupta, Founder and Managing Partner of the Delta Blockchain Fund, joins to discuss the latest on Bitcoin and the crypto industry.

Hosts: Paul Sweeney and Bailey Lipschultz

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