

Bloomberg Intelligence
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

May 23, 2019 • 29min
Qualcomm's Dual Business Model Remains A Risk: Ovide
Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Signals product which turns weather forecasts into sales predictions for retailers and the agriculture industry. Michelle Krebs, Executive Analyst at Autotrader, on the upcoming Memorial Day weekend that traditionally provides a sales lift for auto manufacturers. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion columnist, discusses the Fed minutes and why the U.S. consumer isn't so mighty. Hosted by Lisa Abramowicz and Paul Sweeney. Samara LengaSee omnystudio.com/listener for privacy information.

May 22, 2019 • 24min
Jennison Bets On 'Booming' Digital Payments Sector
Mark Baribeau, Head of Global Equity at Jennison, on why growth equities have room to run despite geopolitical issues and market volatility. Bess Freedman, CEO of Brown Harris Stevens, on where the money is going in NYC real estate.David Stewart, The Balvenie's Malt Master, discusses the growth of the Scotch/whiskey category, and their new Stories line. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on how Boeing has a clear path to put the 737 Max back in service before Q3 closes. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

May 21, 2019 • 27min
The Odds Are Increasing For A Second Brexit Referendum
Therese Raphael, Bloomberg Opinion editor, discusses Theresa May's new Brexit plan. Jon Mackay, Head of Sales, Wealth Management Solutions at Schroders, on why EU equities look more attractive than U.S. equities. Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the outlook for the T-Mobile - Sprint deal. OppenheimerFunds Chief Investment Officer and Head of Fixed Income, Krishna Memani, and Portfolio Manager Peter Strzalkowski, discuss the race to risk assets.See omnystudio.com/listener for privacy information.

May 20, 2019 • 26min
Tesla Growth Story May Be Shifting To Solvency Story
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in restructuring. Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Jordan Gaspar, Managing Partner of AccelFoods, on the future of food and how to invest in it. Edward Hertzman, Founder and President of Sourcing Journal, discusses how tariffs will impact the apparel and footwear industries, and how companies are responding. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

May 20, 2019 • 28min
China Is Vulnerable But Deal Unlikely: HKS' Lawrence (Podcast)
Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why a China trade deal is looking unlikely in the near future. Martin Stephan, the Deputy CEO of Carbios, a French recycling biotech company, on their technology that aims for zero plastic waste. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "Amazon-Deliveroo Alliance Would Eat Uber For Dinner." Will Rhind, CEO of GraniteShares, with his mid-year outlook on gold and oil. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

May 16, 2019 • 27min
Huawei Threat Poses Grave Risk To Trade Deal
Meredith Sumpter, Research Strategy & Operations Head at Eurasia Group, on how U.S threats against Huawei pose a grave risk to the company and to a trade truce. Bloomberg Intelligence's Woo Jin Ho, Senior Technology Analyst, and John Butler, Senior Telecoms analyst, discuss Trump's moves against Huawei, what it means for the telecom sector, and how it could impact 5G rollout. Virginie Costa, CFO of Godiva, on Godiva's push into the cafe business. Burt Flickinger, Managing Director for Strategic Resource Group, with insights into Walmart. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

May 15, 2019 • 27min
Why Bermuda Is At The Forefront Of Blockchain Tech (Podcast)
The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings Investment Institute, on the trade war and emerging markets. Craig Johnson, President of Customer Growth Partners, on Macy's and retail earnings. Lulu Chen, Hong Kong technology reporter for Bloomberg, on Alibaba and Tencent earnings, and what it says about the China consumer. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

May 14, 2019 • 29min
Legal System Not Capable Of Regulating Tech: Gibney
Author and venture capitalist Bruce Gibney discusses his new book, "THE NONSENSE FACTORY: The Making and Breaking of the American Legal System," on how the legal system should be fixed to become less arbitrary and more legitimate. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on what to expect next in the China trade war. Sonali Basak, investment banking reporter for Bloomberg, on the Uber blame game. Joel Stern, Chairman and CEO of Stern Value Management, on economic forecasters missing the mark on growth. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

May 13, 2019 • 26min
Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King
Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, examines recent escalations from North Korea, Russia, Iran, and China. Tom Giles, Bloomberg technology reporter, on Apple getting hit on China tariff concerns and the Supreme Court ruling against the company. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on risk to EM currencies following the collapse of China trade talks. See omnystudio.com/listener for privacy information.

May 10, 2019 • 28min
U.S. Is More Vulnerable Than Headline Numbers Suggest
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on how Trump's tweets about tariff impact to farmers don't add up. Andy Kuper, CEO of LeapFrog Investments, an impact-only private equity fund manager, discusses investing in emerging markets. Shira Ovide, Bloomberg Opinion technology columnist, on Uber's IPO. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.


