In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Alison Williams assesses the state of big bank equities trading and M&A fees, Rob Barnett breaks down the pace of solar capacity additions this year and Eric Kazatsky discusses the hot run by tax-exempt municipal bonds. Michael Halen digs into casual dining's recovery from the pandemic and Kevin Ryan explains how insurers may benefit from the cyberthreats exposed by Covid-19.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Sam Fazeli examines why the efficacy of Pfizer-BioNTech's vaccine varies wildly from Israel to the U.K. and Gina Martin Adams discusses how surging delta-variant cases could change investment strategies. Damian Sassower sheds light on the role emerging markets will play on global equities, Mike McGlone addresses the question of whether commodities have peaked, and Ira Jersey breaks down the Fed's FOMC meeting.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Julie Chariell and Larry Tabb team up to explain Robinhood's risk from falling volume of payments for order flow ahead of its IPO. Michael Kay explores the pros and cons of Exxon's use of new techniques to develop its Permian assets. Deborah Aitken lays out the back half of the year for global luxury-goods companies and Ann-Hunter Van Kirk details a scenario in which CRISPR's sales might beat consensus and reach $3 billion.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Ira Jersey discusses how the rates market may be pricing for a Fed policy mistake. Jennifer Bartashus shows how Amazon could poach $605 million in revenue from grocery rivals and details who could get hit the worst. Sarah Jane Mahmud discusses how European buy-side firms have navigated a challenging landscape with minimal disruption. Paul Gulberg discusses his midyear outlook for global exchanges and Chris Ciolino says why he expects the construction equipment revival could extend into 2022-23.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

When Inflation Becomes a Winning Formula in Europe: Podcast

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Will Hares identifies which sectors and companies could benefit from inflation in Europe. Gaurav Patankar talks about how investors may play Brazil, Russia and India if the Federal Reserve raises interest rates. Karen Ubelhart discusses how Carrier could boost its valuation by spinning off the Fire & Safety business. Lindsay Dutch says retail REIT funds from operations may not recover for a few years, but green shoots are appearing. And Erhan Gurses shows why outperformance opportunities could be limited for European telecom operators.

Hosts: Alix Steel and Paul Sweeney

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Eric Balchunas explains why he thinks smart-beta ETFs will continue to grow and take share from active mutual funds. Audrey Childe-Freeman looks at the dollar's medium-term bearish drivers. Joel Levington says Nio is on a faster path to profitability. Salih Yilmaz discusses OPEC+'s role as demand recovers. Amine Bensaid explains why Roku's valuation could make it too costly to acquire.

Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Mandeep Singh discusses which Internet sector companies are best positioned to outperform. Industry economist Carl Riccadonna says why small-cap margins may be aided by the inflation spike. Brandon Barnes says President Biden's moratorium on new oil and gas leases on federal land has made noise but done little to hurt E&Ps. Sonia Baldeira discusses the promise of "Build Back Better." And Ben Elliott lays out the ramifications of capital rules for Bitcoin and other crypto assets proposed by the Basel Committee.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Jonathan Tyce discusses why prospects are brightening for European banks into year-end. Christopher Cain says a rare Venn diagram coupling lower valuations with the biggest-momentum S&P 500 stocks may stick. Adeline Diab discusses a watershed moment for ESG, with debt sales potentially reaching $1 trillion this year. Erhan Gurses says southern European telecom providers could tap into a $1 trillion EU recovery fund. And Himanshu Bakshi details Canadian banks' rising housing risk.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Fernando Valle shows why refiners' recovery may be limited even as U.S. gasoline consumption is soaring. Andrew Silverman reveals who would be most affected by potential global minimum taxes and tax-reporting disclosures. Tim Craighead shows which FTSE groups could benefit from a strong pound. Jody Lurie discusses how pent-up demand could restore travel, leisure and gaming company balance sheets, and Joshua Zaret explains why lumber prices may stay elevated even after a potential 2022 correction.

Hosts: Alix Steel and Paul Sweeney.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Anand Srinivasan shows how Apple's new 5G phones are uniquely positioned to expand the user base. Jennifer Rie explains why Amazon is likely to overcome political opposition and win antitrust approval for its proposed purchase of MGM Studios and the James Bond franchise. James Seyffart says strategies may differ, but inflation-focused ETFs are seeing a surge of inflows. Michael Shah shares how he thinks European pharmaceutical companies should allocate capital. Kevin Ryan explains what's driving his expectation for an uptick in European insurer M&A deals.

Hosts: Alix Steel and Paul Sweeney

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.