Episodes

  • BI Weekend: ASML Orders, US Bank Earnings
    Oct 18 2024

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

    On this podcast: Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering its’ guidance for next year. Kyle Harrison, BNEF's Head of Sustainability Research, talks about the kind of corporations that are signing green power purchase agreements. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, talks LVMH earnings. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Oliver Crook, Bloomberg Europe Correspondent, talks about the Bloomberg Big Take story: “VW and Mercedes Are Getting Left in the Dust by China’s EVs.”

    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.

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    38 mins
  • CVS Ousts CEO, China Data, Netflix Earnings
    Oct 18 2024

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

    Jonathan Palmer, Senior Equity Research Analyst at Bloomberg Intelligence, discusses CVS ousting its’ CEO Karen Lynch. Gerard Dipippo, Senior Geo-Economics Analyst for Bloomberg Economics, talks about China moving to support markets after recent data. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Jonathan Schanzer, Senior Vice President for Research at the Nonpartisan Foundation for Defense of Democracies think tank, discusses recent news out of Israel. Sylvia Jablonski, CEO and CIO of Defiance ETFs, discusses her outlook for the markets. Raul Martynek, CEO of DataBank, discusses recent funding news.

    Hosts: Paul Sweeney and Norah Mulinda

    See omnystudio.com/listener for privacy information.

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    42 mins
  • Instant Reaction: Netflix Records Another Strong Quarter
    Oct 17 2024

    Netflix added more than 5 million customers in the third quarter, and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood. For instant reaction and analysis, hosts Tim Stenovec and Molly Smith spoke with Dan Morgan, senior portfolio manager at Synovus Trust.

    See omnystudio.com/listener for privacy information.

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    8 mins
  • US Retail Sales, TSMC Earnings
    Oct 17 2024

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

    Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, talks TSMC earnings. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, discusses Blackstone earnings. Josh Zegen, Managing Principal, Co-Founder at Madison Realty Capital, and Abigail Doolittle, Bloomberg News Chief Markets Correspondent, discuss the state of commercial real estate. James Thornton, CEO of Intrepid Travel, joins to discuss outlook for corporate travel and efforts to limit the carbon footprint of traveling.

    Hosts: Paul Sweeney and Norah Mulinda

    See omnystudio.com/listener for privacy information.

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    41 mins
  • Morgan Stanley Shares Soar on Trading Surge
    Oct 16 2024

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

    *Broadcasting live from Wells Fargo’s Women in Leadership Summit at Kiawah Island in South Carolina*

    Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Morgan Stanley earnings. Danielle Squires, Managing Director and Head of Diverse Segments at Wells Fargo, and Maria Menendez, Chief Financial Officer, at GL Homes of Florida Holding Corporation Sunrise Florida, discuss the importance of the Wells Fargo summit. Suzanne Morrison, Head of Commercial Banking & Wealth Partnerships & Executive Vice President at Wells Fargo, and Jessica Murphy, Managing Director, Southeast Division Executive, Commercial Banking at Wells Fargo, discuss the importance of providing differentiated products and services to clients and future clients in the context of true relationship banking. Kwanza Jones, CEO and Co-Founder of the Kwanza Jones & José E. Feliciano Initiative, and Julie Caperton, Head of The Private Bank and Wells Fargo Partnerships for Wealth & Investment Management, talk about how Wells Fargo helps clients achieve their philanthropic goals.

    Hosts: Paul Sweeney and Alix Steel

    See omnystudio.com/listener for privacy information.

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    57 mins
  • ASML Guidance Cut, US Bank Earnings
    Oct 15 2024

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

    Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses ASML lowering lowering guidance for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, talks about Boeing planning to raise as much as $25 billion to boost liquidity. Dan Pickering, Chief Investment Officer at Pickering Energy Partners, discusses the latest on the energy sector. David Auerbach, Chief Investment Officer at Hoya Capital, discusses the state of commercial real estate. Oliver Crook, Bloomberg Europe Correspondent, discusses the Bloomberg Big Take story: "VW and Mercedes Are Getting Left in the Dust by China’s EVs."

    Hosts: Paul Sweeney and Alix Steel

    See omnystudio.com/listener for privacy information.

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    45 mins
  • S&P 500 Earnings Outlook
    Oct 14 2024

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

    Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, gives her outlook for U.S earnings season. Crystal Tse, Bloomberg US Deals Reporter, talks about Elliott Investment Management calling for a special shareholder meeting at Southwest Airlines. Kristina Hooper, Chief Global Markets Strategist at Invesco, discusses her outlook for the markets. Rich Greenfield, Partner and Co-Founder at LightShed Partners discusses recent media news. Gautam Naik, Bloomberg ESG Editor, discusses the Bloomberg Big Take story: “Catastrophe Bonds Will Help Florida But Failed Jamaica.” Kyle Harrison, BNEF's Head of Sustainability Research, talks about the latest sustainable finance trends.

    Hosts: Paul Sweeney and Alix Steel

    See omnystudio.com/listener for privacy information.

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    51 mins
  • Consumer Sentiment, Bank Earnings, Litigation Latest
    Oct 13 2024

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

    • Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich.
    • Alison Williams, Bloomberg Intelligence Senior Analyst, on U.S bank earnings.
    • Elliot Stein, Bloomberg Intelligence Litigation Analyst, and Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, on TD Bank being Hit With $450 Million OCC Penalty
    • Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, on markets/Fed.
    • Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, on Google Breakup Probably Won't Be Search Remedy


    Hosts: Alix Steel and Paul Sweeney

    See omnystudio.com/listener for privacy information.

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    35 mins