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Bloomberg
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
Episodes
Mentioned books

Sep 22, 2020 • 28min
Pain Ahead As Election Politics Quash Stimulus Hopes: BI's Dean
Nathan Dean, Senior Government Analyst for Bloomberg Intelligence, on Fed Chair Powell and Treasury Secretary Mnuchin testifying before Congress, and how the lack of stimulus is impacting policy. Chris Whalen, Chairman of Whalen Global Advisors, discusses the banks money laundering scandal, and is outlook for the banking sector.Jordan Fabian, Bloomberg White House correspondent, discusses President Trump's speech to the UN blaming China for the failed U.S. response to the coronavirus. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 21, 2020 • 27min
Dems Reverse Roles With GOP To Mobilize on SCOTUS: Dr. Zaino
Dr. Jeanne Zaino, Professor of Political Science at Iona College, discusses the passing of Supreme Court Justice Ruth Bader Ginsburg, and the fight to replace her seat. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of The Maley Report, on why it's a good time for a portfolio rotation. Shelly Banjo, Senior Writer for Bloomberg, on how Trump's deal with TikTok ended with a whimper. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on the material shift in the bond market. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 18, 2020 • 28min
Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin
Max Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group, on the best value-growth barbell strategy. Sarah Halzack, Bloomberg Opinion retail columnist, discusses her column: "Amazon Beats Walmart Again in Latest Showdown." Nick Wadhams, foreign policy reporter for Bloomberg, on the U.S. moving to expel the Chinese-owned WeChat and TikTok apps. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 17, 2020 • 29min
Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera
Joe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, and how small businesses are struggling. Kathryn Anne Edwards, Professor at the Pardee RAND Graduate School, on her recent paper that examines what rising inequality has cost Americans in lost income. Marvin Loh, Senior Global Macro Strategist at State Street Global Markets, on why he's looking at emerging markets. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 16, 2020 • 30min
SPACs Capitalize on Private Market Boom: Evercore's Schlosstein
Ralph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, discusses her column: "Widening Education Gap May Tear the Economy Apart." Michael O'Leary, former economic policy advisor in the United States Senate and founding team of Bain Capital's social impact fund, discusses the new book he co-authored: "Accountable: The Rise of Citizen Capitalism." Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on what she's expecting from this week's FOMC meeting. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 15, 2020 • 29min
We Need To Feel Each Other's Pain: Northern Trust's Thomas
Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses her column: "Is OPEC’s Power Over the Oil Market Broken?" David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking with tech. Alison Williams, Senior Analyst: Global Investment Banks and Asset Management for Bloomberg Intelligence, on a potential UBS-Credit Suisse merger. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 15, 2020 • 12min
Bonus: Game Changers, Part 1
As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In this first episode: Transportation.See omnystudio.com/listener for privacy information.

Sep 14, 2020 • 27min
Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu
Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease governments. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Nvidia buying Softbank’s chip division Arm for $40 billion. Doug Borthwick, Chief Marketing Officer and Head of Business Development at INX, on how their new exchange will allow 24/7 trading of equities. Peter Kenny, founder of Kenny's Commentary and Strategic Board Solutions, on merger mania, and why it's time to get defensive ahead of the election. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 11, 2020 • 34min
"We're Halfway There" to 10-15% Correction: Jim Bianco
Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Of Course Trump Couldn’t Resist Bob Woodward." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the coronavirus: flu season, AstraZeneca vaccine trial pause, and the China vaccine. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 10, 2020 • 26min
Weak Oil Demand May Push Price Back Near $30: Schork
Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and thoughts on the tech sector and Apple. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.


