Bloomberg Intelligence

Bloomberg
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Jun 16, 2020 • 12min

Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey

Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before the Senate Banking Committee. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Jun 15, 2020 • 29min

Elon Musk Takes a Gamble as Insurance Rates Skyrocket

Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Jun 12, 2020 • 29min

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets." Bjorn Van Roye, Senior Global Economist for Bloomberg Economics, on how 30% of job losses could stick. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
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Jun 11, 2020 • 29min

Largest NY Hospital System Sees Return of Patients, Surgeries

Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the markets are realizing the economic price to pay for poor management of the pandemic. Hosted by Vonnie Quinn and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Jun 10, 2020 • 28min

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at Bloomberg Intelligence, on insurers being pulled into the epicenter of the pandemic crisis. Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Jun 9, 2020 • 28min

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger after covid-19. Mark Klein, President and CEO of Sutter Rock Capital, on the venture capital landscape and rise in online education. Hosted by Vonnie Quinn and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Jun 8, 2020 • 29min

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchinsky, founder and Managing Partner at RA Capital Management, discusses investing in biotech for a vaccine. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.
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Jun 5, 2020 • 34min

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the mismatch between economists' estimates and payrolls report. Matt Boesler, Bloomberg Fed reporter, and Dave Wilson, Bloomberg stocks editor, dig through the numbers on the May payrolls report, which shocked markets with an upside surprise. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Jun 4, 2020 • 29min

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Reporter for Bloomberg, on American Airlines boosting flying 74% on demand rebound. John Chuang, CEO and Co-Founder of Aquent, discusses the gig economy, and whether the pandemic can change protections for gig workers health and benefits. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the implications of debt relief stalling for poor nations. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Jun 3, 2020 • 29min

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop markets. Timothy O'Brien, senior columnist for Bloomberg Opinion, discusses his column, "Zuckerberg and Facebook Reach a Tipping Point." Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

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