Disney's Stream Dream; $200 Billion Bank Deficit

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: 

Companies on 2H CEO Pay Watchlist Face Stronger Scrutiny -- Andrius Tilvikas examines Stoxx 600 companies where executive pay doesn’t align with shareholder interests. 

Copper Green-Power Demand Set to Double in Decade of Buildouts -- Grant Sporre lays out the effects of energy security and decarbonization. 

Disney Keeps Stream Dream Alive, Set to Surge Past Estimates -- Geetha Ranganathan explains how streaming could bring in revenue double what Wall Street expects. 

Hurricane Hilary’s Record Rain Unlikely to Feed Big Insured Loss and Maui Fires Pose Insurer Risk in Single-Digit Billions of Dollars -- Matthew Palazola looks at the effects to two natural disasters on insurers. 

Regional Banks’ $157 Billion TLAC Deficit May Rise With Endgame -- Arnold Kakuda explains how the potential shortfall could rise to about $200 billion. 

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 119 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. Run BI . See omnystudio.com/listener for privacy information.