Jonathan Palmer

Join Will Hares, a Senior Global Energy Analyst, and Jonathan Palmer, a Senior Equity Research Analyst, as they unpack Shell's firm decision not to pursue BP amid swirling acquisition rumors. Will dives deep into the implications of this corporate strategy on the energy landscape, while Jonathan sheds light on Walgreens' strong earnings surpassing Wall Street expectations. They discuss exciting shifts in the pharmacy industry and the evolving dynamics in energy and healthcare sectors, including the growing importance of tech partnerships.

Geetha Ranganathan, a Bloomberg Intelligence analyst on U.S. media, dives into Warner Bros.' defensive stance against Paramount's takeover bid, emphasizing valuation issues and contractual ties with Netflix. George Ferguson, an aerospace specialist, discusses the potential Spirit-Frontier merger, citing regulatory clarity and job preservation. Drew Reading reveals Lennar's struggles with disappointing earnings amid housing market pressures, while Jonathan Palmer highlights Medline's impressive IPO, positioning within healthcare, and growth strategy.

Join Jonathan Palmer, a Bloomberg Intelligence Senior Healthcare Analyst, as he shares a bold 2025 outlook for the healthcare tech sector. He delves into how political shifts might reshape drug distribution and investment strategies. Mike Sommers, President and CEO of the American Petroleum Institute, discusses the energy landscape under Biden and Trump, highlighting offshore drilling policies and market implications. The conversation covers the balance of economic benefits versus ecological impacts in energy production, creating a dynamic discussion on the future of these sectors.

Geetha Ranganathan, a Senior Industry Analyst at Bloomberg Intelligence, dives into Netflix's impressive stock surge and strategic shifts toward advertising and international markets. Jonathan Palmer, a Senior Healthcare Analyst, discusses CVS Health's leadership change, the new CEO's challenges, and operational hurdles. Kamal Bhatia, President and CEO of Principal Asset Management, shares insights on market conditions and the impact of rising education costs on economic growth, emphasizing the need for financial inclusion in education.

Jonathan Palmer, a healthcare analyst at Bloomberg Intelligence, scrutinizes CVS's CEO ousting amid its financial struggles. Gerard Dipippo provides insights on China's economic adjustments and the potential need for stimulus. Geetha Ranganathan discusses Netflix's impressive earnings and growth strategies, while Jonathan Schanzer analyzes geopolitical crises in the Middle East. Sylvia Jablonski shares market outlooks, and Raul Martynek explores trends in the data center industry, focusing on sustainability and investment opportunities.