Bloomberg Intelligence

Bloomberg
undefined
Aug 12, 2020 • 28min

Big 10 Defies Money, Politics to Protect Athletes: Nocera

Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.See omnystudio.com/listener for privacy information.
undefined
Aug 11, 2020 • 30min

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pioneer Asset Management, on opportunities in high-yield for select pickers. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
undefined
Aug 10, 2020 • 27min

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put on hold for investigation. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on Amazon and mall operator Simon Property Group in talks to turn mall space into data centers. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.
undefined
Aug 7, 2020 • 34min

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam, as well as other China officials. Mike McKee, International Economics & Policy Correspondent for Bloomberg, dissects the jobs report. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.
undefined
Aug 6, 2020 • 28min

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential for economic collapse. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why markets don't care if the economy stinks. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.
undefined
Aug 5, 2020 • 29min

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on Teladoc buying Livongo in an $18.5 billion bet on the future of virtual health care. Hosted by Paul Sweeney and Vonnie Quinn.  See omnystudio.com/listener for privacy information.
undefined
Aug 4, 2020 • 29min

A Tale of Two Cities Emerges In Commercial Real Estate

Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "Big Tech Wants You to Believe in a Skills Gap." Andy Browne, Editorial Director for Bloomberg New Economy, on China media branding Trump's TikTok actions a "smash and grab." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.
undefined
Aug 3, 2020 • 30min

Why A TikTok-Microsoft Deal Solves A Lot of Problems

Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor fall period for auto sales. Robert Thompson, CEO of Clinical Reference Laboratory, on receiving FDA emergency use authorization for their covid at-home-saliva test. Adam Blumenfeld, CEO of Varsity Brands, discusses how they have adapted their school-centric business to manage the pandemic. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
undefined
Jul 31, 2020 • 33min

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his column: "Bonds Are Sending the Right Signals Now." Reade Pickert, Bloomberg economy reporter, on personal income dropping as one-time stimulus boost fades. Mark Douglas, CEO of Steelhouse, on why Google's revenue miss signals bigger problems. Hosted by Paul Sweeney and Vonnie Quinn.  See omnystudio.com/listener for privacy information.
undefined
Jul 30, 2020 • 29min

Kodak Craziness Is Captured in One Word. Really?: Max Nisen

Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Washington Post column: "We Need a Covid-19 Reset. So We Developed a Comprehensive Plan to Do Just That." Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on whether tech companies will face the music on regulation. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app