Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg’s Paul Sweeney and Guest-host Molly Smith speak with Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail and Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, on Amazon’s growth potential. Austin Reid, Global Head of Revenue & Business at FalconX discusses the latest with crypto ETFs. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management joins to discuss his market outlook, investing opportunities, and expectations for eco data this week. Katerina Simonetti, Senior Vice President of Morgan Stanley Private Wealth Management, discusses her outlook on the markets, investing.See omnystudio.com/listener for privacy information.

Shoppers in the Middle East and Muslim nations are boycotting Western brands due to their support of Israel, leading to a surge in sales for local brands. Global brands like McDonald's and Starbucks face consumer spending shifts. The impact and consequences of Middle East boycotts are discussed, as well as the rise of local brands and the challenges faced by boycotted brands in regaining customer trust amidst ongoing conflict.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     On this week's podcast, we recap IBM earnings with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from United, Southwest, and American out this past week. We get the latest on Baker Hughes with CEO Lorenzo Simonelli and Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine. Plus, we talk about the fate of award shows with Bloomberg Opinion Columnist Bobby Ghosh, and Bloomberg Intelligence Credit Analyst Jody Lurie gives us a sneak peek at her time aboard the world's largest cruise ship. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.

Rail company earnings, regional banks report, Super Bowl in Vegas. Discusses earnings from Norfolk Southern, CN Railway, and Union Pacific. Outlook on the markets. Earnings out of regional banks. Top news out of the municipal bond market. Preview of Las Vegas casinos and resorts hosting the Super Bowl.

Bloomberg Intelligence Senior Technology Analyst recaps IBM earnings. Aerospace analyst discusses airline performance and outlook. Impact of older aircraft on the industry. Analysis of IBM's position in the tech ecosystem. Disappointment with Elon Musk's performance in Tesla earnings call. Sponsors: Stiefel and CrowdStrike. Implementation challenges of the Inflation Reduction Act for clean energy. Global competition for a cleaner and cheaper energy future.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence Senior Industrial Services Analyst Scott Levine joins to discuss the earnings as well. Anna Rathbun, CIO at CBIZ Investment Advisory Services, gives her market outlook. Mark Douglas, Founder and CEO at MNTN, discusses the latest news and earnings from Netflix. And Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins to discuss her view on the markets and current investment opportunities. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations for Netflix earnings. Natalie Trevithick, Head of Investment Grade Credit Strategy at Payden & Rygel, joins to discuss corporate bonds, the appetite for extending duration and sectors to focus on in the coming weeks. Bloomberg Opinion Columnist Bobby Ghosh discusses the future of awards shows and how they may be doomed. And Bloomberg Opinion's Brooke Sutherland breaks down the latest earnings from General Electric. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloomberg Deputy Team Leader of Global Aviation Siddharth Philip joins to discuss the latest from Boeing door plug checks. Carol Schleif, Chief Investment Officer, BMO Family Office joins to discuss the markets, inflation, and outlook for Fed rate cuts in 2024. Political News Director for Bloomberg TV and Radio Jodi Schneider discusses the latest from the New Hampshire Primary. Hosts: Paul Sweeney and Alix Steel See omnystudio.com/listener for privacy information.

Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETFs. Mitch Berlin, EY Americas Vice Chair of Strategy and Transactions, discusses opportunities for mergers and acquisitions. Skyler Weinand, CIO at Regan Capital, discusses sectors to keep an eye on this year. Hans Olsen, CIO at Fiduciary Trust Company, joins to discuss how the markets and Fed will interact with one another in 2024. Brian Vendig, President at MJP Advisors, joins to discuss investing strategies amid an uncertain Fed and inflation path.  See omnystudio.com/listener for privacy information.

Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. Will Nasgovitz, CEO and Portfolio Manager at Heartland Advisors, joins to talk about the outlook for small caps in 2024. Kara Murphy Chief Investment Officer with Kestra Investment Management, joins to discuss markets and investing strategies amid inflation uncertainty.  Hosts: John Tucker and Molly SmithSee omnystudio.com/listener for privacy information.