Bloomberg Intelligence

Bloomberg
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Mar 24, 2021 • 30min

We Must Start Planning For a Permanent Pandemic: Andreas Kluth

Andreas Kluth, Bloomberg Opinion columnist, discusses his column: “We Must Start Planning For a Permanent Pandemic.” Lisa Knee, Co-Leader of the national Real Estate practice at EisnerAmper, on the commercial real estate landscape, as reopening continues. Louis Navellier, Chief Investment Officer at Navellier & Associates, on his sector and stock picks. Craig Trudell, Autos and Industrials Editor for Bloomberg, on why the end of Tesla’s dominance may be closer than it appears. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 23, 2021 • 26min

Institutional Investors Now Buying the Purpose Bitcoin ETF: CEO Seif

Som Seif, CEO of Purpose Investments, on the Purpose Bitcoin ETF--the world's first bitcoin ETF--crossing $1 billion in assets after one month. Joe Nocera, Bloomberg Opinion columnist, on his column: “Unions Are Back in Favor. They Need to Seize Moment.” Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors, previews what to expect from the lawmaker hearings this week with Treasury Secretary Janet Yellen and Fed Chair Jay Powell. Vincent Cignarella, Global Macro Strategist for Bloomberg, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst, on why the chip shortage may be the inflation trigger. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 22, 2021 • 25min

Leon Black Steps Down Early From Apollo, Cedes Chair

Bloomberg Wall Street reporter Sonali Basak on Leon Black stepping down early from Apollo Gobal, and ceding his Chairman role. Wayne Peacock, CEO of USAA, on shifts in the insurance world as a result of the pandemic. Peter Andersen, Founder of Andersen Capital Management, LLC, on whether he can repeat his 40% return in 2020 again in 2021. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, on Canada Pacific Rail buying Kansas City Southern for $25 billion. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 19, 2021 • 31min

Former CBS Sports' Pilson: What Everyone's Missing About NFL Deal

Neal Pilson, former President of CBS Sports and founder and president of Pilson Communications, discusses the NFL deal with Amazon and Disney. Leland Miller, CEO of China Beige Book International, on the "theatrics" around U.S. Secretary of State Blinken’s meeting with China officials. Kristina Hooper, Invesco Chief Global Market Strategist, on the case for economic optimism. Hosted by Paul Sweeney and Matt Miller. Therese Raphael, Bloomberg Opinion editor, discusses her column: “Why Switzerland Lags West Virginia in Vaccines.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 18, 2021 • 29min

PGIM COO: Minsky Moment For Climate Change Is Happening Now

Taimur Hyat, COO of PGIM, shares his insights from PGIM’s latest megatrend report on climate investing. Lindsey Piegza, Chief Economist at Stifel, on the Fed meeting and the economy. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, on how your wealth may have been determined by your birth year. Brian Chappatta, Bloomberg Opinion debt columnist, on his column: “Powell Refuses to Humor Bond Traders’ Tantrums.” Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 17, 2021 • 31min

Moderna: We Can Change Vaccine 'Code' To Fight New Variants

Dr. Noubar Afeyan, Chairman and co-Founder of Moderna and Founder & CEO of Flagship Pioneering, on their next generation covid-19 vaccine and distribution outlook. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the Fed, the dollar, and currencies. Max Abelson, Bloomberg finance reporter, on Trump’s ailing empire. Chris Bryant, Bloomberg Opinion industrials columnist, on his column: “Elon Musk Has a Serious Rival - the TechnoKaiser.” Hosted by Paul Sweeney and Matt Miller. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 16, 2021 • 28min

SEC Commissioner Crenshaw: We Need To Close Insider Trading Loopholes

SEC Commissioner Caroline Crenshaw discusses her Bloomberg Opinion column: “Insider Trading Loopholes Need to Be Closed.” Constance Hunter, Chief Economist at KPMG, on retail sales and what to expect at this week’s FOMC meeting. John Butler, Senior Telecom Analyst for Bloomberg Intelligence, on who is winning the 5G race. Vincent Deluard, Global Macro Strategist at StoneX, on why it’s the golden age for global macro. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 15, 2021 • 25min

Biden Tax Hike Puts Capital Gains In The Crosshairs

Laura Davison, Bloomberg congressional tax reporter, on Biden planning the first major tax hike since 1993. Jeff Sloan, CEO of Global Payments (NYSE: GPN), on how business owners are taking advantage of digital technologies in a post-pandemic world. Brendan Ahern, CIO of KraneShares, on China’s tech crackdown. Sri Natarajan, Bloomberg finance reporter, on his story: “Goldman CEO’s Year of Empty Offices, Island Getaways and Strife.” Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
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Mar 12, 2021 • 28min

$69 Million Art Auction Is Just The Beginning For NFTs

John Wu, President of Ava Labs, on the $69 million NFT art auction and future applications. Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on his column: "Biden's War on Covid Demands Wartime Stimulus.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on achieving Biden's vaccination goal. Marc Metrick, CEO of Saks, and Adam Berger, Managing Director at Insight Partners, on HBC spinning off Saks Fifth Avenue's e-commerce business as a standalone company. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.
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Mar 11, 2021 • 26min

MS' Zezas: Relief Funds Are Enough for State, Local Needs

Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the state and local aid to goverments. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses the passage of the Biden relief bill and what comes next. Gabrielle Coppola, Bloomberg auto reporter, on Apple’s foray into the auto market. John Authers, Senior Editor for Bloomberg Markets and Opinion columnist, on his column: “The Inflation Scare Is Missing Some Inflation.” Hosted by Paul Sweeney and Matt Miller.  See omnystudio.com/listener for privacy information.

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