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 .

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