Recession? Forgot to Tell Restaurant Stocks (Podcast)

In this week's Bloomberg Intelligence Radio podcast, restaurant analyst Michael Halen addresses the disconnect between plunging restaurant revenue and the group's stock prices, which are 58% higher than the 13-year average. Amine Bensaid discusses the challenges facing AMC Entertainment, European REIT analyst Sue Munden reveals which sector REITs are most at risk during a coronavirus recovery scenario and Brian Egger details how the virus will lead to a shift in Las Vegas tourist spending. Also, Kenneth Shea talks about potential clear skies ahead for the cannabis industry.

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SoftBank’s Bold Alibaba Move; Prospering in a Lockdown (Podcast) In this week’s Bloomberg Intelligence Radio podcast, analyst Anthea Lai explains how SoftBank is using its Alibaba stake to capitalize its Vision Fund. Boyoung Kim looks at how Zoom is prospering in the coronavirus lockdown. Eric Kazatsky discusses how demand for tax-exempt income is overriding concerns about deteriorating municipal finances, Adeline Diab explains, using BI’s social purpose corporate response tracker, how companies are managing the pandemic, and Alison Williams focuses on poor hedge fund returns and a coming shakeout in the industry.

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 .

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In this week’s Bloomberg Intelligence Radio podcast, analyst Glen Losev examines how the Covid-19 virus is pushing hospitals to the brink of financial ruin and analyst Karen Ubelhart discusses the impact on large industrial companies. ETF analyst James Seyffart talks about how Wall Street is game-planning which ETFs the Fed might buy. Director of Research Larry Tabb reviews the move to passive investing from active, volatility and industry infrastructure, and new exchanges.

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 countries. On the Bloomberg terminal, run BI .

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In this week’s Bloomberg Intelligence Radio podcast, our analysts continue to sort through the coronavirus wreckage: Poonam Goyal discusses the impact on U.S. retailers, Herman Chan lays out the credit pain for U.S. regional banks and Mahesh Bhimalingam shows how European investment grade credit is faring. Shaheen Contractor reveals how ESG ETFs are navigating the crisis and Drew Reading measures the impact on the U.S. mortgage market.

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 .

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In this week's Bloomberg Intelligence Radio podcast, our analysts examine just some of the impacts of the coronovirus: analyst George Ferguson on how Boeing and Airbus plane values are falling; Kevin Tynan on how badly the auto supply chain will take shape and current status; Jennifer Bartashus on the meat supply chain and progress in packaged food; Damian Sassower on the risk to emerging debt and how they're diverging; and Laurent Douilett on 140 billion euros in dividend cuts across European equities.

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 Radio podcast, our analysts continue to delve into the impacts of the coronavirus: Jonathan Palmer on the health-care supply chain, Geetha Ranganathan on high speed Internet; Simone Andrews on social and sustainability bond issuance to double; and Lindsay Dutch on retail and industrial REITs. Fernando Valle looks into the impacts of lower and lower oil prices.

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 Radio podcast, our analysts continue to delve into all aspects of the impacts of the coronavirus: strategist Mike McGlone on his outlook for global commodities (risks are tilted to the downside); analyst Alison Williams on investment bank earnings; Jennifer Bartashus on the supply chain squeeze; Joel Levington on $269 billion of potential downgrades on industrial debt; and Anurag Rana on his outlook for global IT services (better positioned than most).

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 Radio podcast, our analysts continue to explain all aspects of the coronavirus: Alison Williams on the banks’ role in government stimulus as well as the prospect for financials this year; credit analyst Mike Holland on health-care providers, particularly the hit to ambulatory surgical centers; Jeff Langbaum on the meaning for North American REITs; and Damian Sassower on currency losses and the risk to emerging marketsovereign liquidity.

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 Radio podcast, analyst Jon Tyce

shows how European bank dividends are under mounting pressure, and the recent ECB letter will be the catalyst for the next wave of payout cuts. Poonam Goyal looks at the Covid-19 impact on North American apparel retailers while Lee Klaskow examines trucking rates and demand. George Ferguson says defense spending will stimulate the economy, while David Dwyer tracks the virus’s spread.

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 .

Running time 32:28

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n this week’s Bloomberg Intelligence Radio podcast, our analysts examine the many impacts of the coronavirus: Joel Levington on auto credit, Eric Balchunas on ETFs,2 Jennifer Bartashus on online shopping and packaged food, Fernando Valle on Big Oil and strategist Gina Martin Adams on the end of the S&P 500 EPS recession tunnel in 2Q.

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.