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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

Jul 16, 2020 • 28min
America's $2 Trillion Rescue Leaves Black Neighborhoods Behind
Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and oil markets. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on why the surge in streaming is unlikely to soothe the media horror show screams. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and why the residential mortgage market will make a killing this year. Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jul 14, 2020 • 27min
The Real Problem Facing Sports Is Weakened Sponsorship
Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and advertising, as the sports shutdown takes a toll. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Max Nisen, Bloomberg Opinion biotech and health care columnist, on coronavirus antibodies and the rising covid death rate in the U.S. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the faltering demand for air travel. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 13, 2020 • 28min
Why Homebuilder Taylor Morrison Just Had Its Best Month Ever
Sheryl Palmer, Chairman and CEO of homebuilder Taylor Morrison, discusses why they just had their best month in company history. Jim Vogel, Executive VP and Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on going back to school safely, and the implications of the U.S. exiting the WHO. David Katz, CIO of Matrix Advisors, on where he is finding value in the expensive U.S. equity market. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 13, 2020 • 29min
Remdesivir Needs More Trials Before Going All In: MMKCC's Bach
Dr. Peter Bach, Director of Memorial Sloan Kettering’s Center for Health Policy and Outcomes, on his column: "Hospitals Need to Study How Well Remdesivir Works." Alan Crawford, Senior International Government Editor for Bloomberg, discusses his story, "A New World Order for the Coronavirus Era Is Starting to Emerge." Woo Jin Ho, Senior Technology Analyst for Bloomberg Intelligence, discusses Analog Devices buying Maxim for $21 billion, and how this impacts the landscape for chips. Matt Gertken, Geopolitical Strategist at BCA Research, on why Trump needs to side with the Dems and go big on the next round of stimulus. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 9, 2020 • 30min
SCOTUS Trump Rulings Put Congressional Authority Into Question
Analysis of the Supreme Court's highly anticipated decisions on Trump's financial records with June Grasso, legal analyst and host of Bloomberg Law, and Bloomberg's Kimberly Robinson, Supreme court reporter and editor. Sheila Bair, former Chair of the FDIC, discusses her column: "Banks’ Risks During the Pandemic Aren’t Clear." Davide Scigliuzzo, Bloomberg corporate finance reporter, on how covid-19 is bankrupting American companies at a relentless pace. Richard Rosenblum, Co-Founder and Co-Head of Trading at GSR, discusses the alt-coin boom taking place over bitcoin. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 8, 2020 • 29min
The Bad Economy Really Is Trump’s Fault: Matt Winkler
Matt Winkler, co-Founder of Bloomberg News and Editor-in-Chief Emeritus, discusses his column: "The Bad Economy Really Is Trump’s Fault." Bess Freedman, CEO of Brown Harris Stevens, on their Manhattan real estate report. Duncan Wood, director of the Wilson Center’s Mexico Institute, on AMLO's visit to the White House, and why a storm is coming for Mexico under USMCA. Clive Gillmore, CEO and group CIO at Mondrian Investment Partners, on opportunities in international markets. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 7, 2020 • 28min
CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market
Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 6, 2020 • 24min
Most Employers Won't Be Covid Testing Returning Workers
Emma Court, health care reporter for Bloomberg, on employers finding covid testing to be more trouble that its worth. Stephen Schork, President of the Schork Group, discusses hitting peak oil demand by the end of the month, and Berkshire Hathaway buying natural gas assets from Dominion Energy. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are raising cash. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "China Has Already Declared Cold War on the U.S." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 2, 2020 • 34min
Job Gains Are A Mirage Until Stimulus Runs Out: LaSalle CEO
Tom Gimbel, CEO of global staffing company LaSalle Network, on what he's seeing on the hiring front. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the data she uses to glean economic insights. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on how we're seeing the impact of reopening too soon. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the lack of market reaction to bad economic news. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 1, 2020 • 26min
Former SBA Head Sees 20-30% of Small Businesses Failing
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the success of the PPP program, and what could help further. Andy Browne, Editorial Director for Bloomberg New Economy, and Jodi Schneider, Senior International Editor in Hong Kong, on China's defiant security crackdown on Hong Kong. Jack Janasiewicz, Senior Vice President, Portfolio Strategist and Manager at Natixis Investment Managers, with insights into the economy and markets. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on auto sales and industry outlook. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.


