Bloomberg Intelligence

Nathan Dean, a Senior Policy Analyst, discusses the implications of Kamala Harris potentially becoming president after Biden's exit. Steve Man shares insights on Tesla's record earnings and its future strategies, while Lee Klaskow analyzes UPS's disappointing quarterly performance. Mandeep Singh highlights Alphabet's strong AI investments, contrasting its growth with competitors like Meta. The talk also covers Spotify's impressive financial performance and challenges facing Comcast and AstraZeneca amid shifting market dynamics.

Lauren Saidel-Baker, an economist from ITR Economics, discusses the latest U.S. PCE data and its implications for the economy. Tom Schoenberg tackles the accusations against short-seller Andrew Left, exploring the legal ramifications. Steven Major sheds light on bond market dynamics amid rising yields. Nathan Dean analyzes the aura surrounding Kamala Harris’s presidential campaign, weighing political strategies against economic conditions. Each guest brings unique insights, connecting finance and politics in a fascinating discussion.

Guests from various industries discuss US economic data, airline earnings, pharmaceutical company performance, and commercial real estate in an engaging and insightful conversation on the podcast.

Experts in autos, tech, and finance discuss Tesla and Alphabet earnings, commercial real estate challenges, and Wall Street donors backing Vice President Kamala Harris, including insights on AI, EV models, stock valuation, and market strategies.

Lee Klaskow discusses UPS earnings, Henrietta Treyz focuses on U.S presidential race, Geetha Ranganathan talks about Comcast and Spotify earnings, Chris Wright delves into the energy sector, and Kevin Tynan previews Tesla earnings and discusses the auto industry state.

Nathan Dean discusses Biden's exit and the potential impact of a Harris presidency on investors. Wendy Schiller analyzes political implications, while Christopher Smart focuses on macroeconomics. Andrew Silverman explores tax plans under Harris. Brian Jacobsen gives market reactions to Biden's exit.

Experts at Bloomberg Intelligence break down complex news stories in just a few minutes, providing insights on global events and their implications in the business world. Hosted by a Bloomberg journalist, 'Here's Why' explores and explains business stories with clarity and expertise.

Brad Stone discusses Bloomberg Businessweek's interview with former President Donald Trump, Neil Sipes talks about BlackRock earnings, Nathan Dean explores U.S election research, Craig Trudell delves into Tesla's plan to hire 800 new employees, and Alison Williams provides insights on U.S bank earnings.

Global IT crash aftermath, RNC recap, Netflix earnings discussed by Bloomberg Intelligence analysts. Topics include cybersecurity challenges, GPU supply constraints, political decisions' impacts, Hollywood strikes, American Express performance, Netflix growth, and market share gains.

Explore Amazon Prime Day sales success and Blackstone earnings with experts from Bloomberg Intelligence. Delve into the U.S. economy outlook, United Airlines earnings, and commercial real estate state. Learn about asset managers, specialized support, Federal Reserve policies, Airbus and Boeing sales, and real estate growth strategies.