Bloomberg Intelligence cover image

Bloomberg Intelligence

Latest episodes

undefined
Oct 2, 2024 • 19min

Instant Reaction: Vice Presidential Debate

JD Vance, Ohio Senator and Trump’s running mate, clashed with Tim Walz, Minnesota's Governor and Kamala Harris' VP choice, in a heated Vice Presidential debate. Vance criticized Harris for her handling of international chaos and the economy, while Walz blasted Trump, citing doubts from his former aides. The discussion spanned key issues like foreign policy and immigration, revealing stark contrasts in their approaches. Insights from political analysts added layers to the debate dynamics, potentially swaying undecided voters ahead of the election.
undefined
Oct 1, 2024 • 30min

Strike Shuts US Ports, Mideast Latest

Mario Cordero, CEO of Port of Long Beach, sheds light on recent U.S. port strikes and their impact on trade. Mick Mulroy of Lobo Institute discusses escalating tensions between the U.S. and Iran, emphasizing the critical need for intelligence sharing. Jonathan Panikoff unpacks Israel's military strategies in response to Hezbollah and Hamas. Tim Fiore analyzes manufacturing trends, revealing the implications of current labor disputes on supply chains. Together, they navigate a complex landscape of geopolitics and economic challenges.
undefined
Sep 30, 2024 • 41min

DirecTV, Dish to Merge, Potential Port Strike

Geetha Ranganathan, a US media analyst, discusses the merger between DirecTV and Dish, aiming to reshape the pay TV landscape amid streaming competition. Dani Burger and Lee Klaskow highlight the looming threat of port strikes and its potential economic fallout. Jerry Cudzil talks about market fluctuations while Craig Trudell sheds light on challenges facing the European auto industry, stressing the need for collaboration in electric vehicle transitions. The podcast delves into significant sectors, offering insights into logistics and the evolving media environment.
undefined
Sep 27, 2024 • 37min

BI Weekend: Visa Lawsuit, Climate Week

Justin Teresi, an Antitrust Litigation Analyst, dives into the DOJ's antitrust lawsuit against Visa, exploring its implications for competition and payment systems. Francesca Maglione reveals how colleges like Northeastern University are navigating declining enrollments and tuition challenges. David Doherty discusses the balance between oil, gas, and renewable energy in the evolving energy landscape, along with the critical role private capital plays in climate solutions, emphasizing the pressing need for sustainability in today's economy.
undefined
Sep 27, 2024 • 41min

Promising PCE Data, Morning Consult Poll

In this engaging discussion, Ira Jersey, Chief US Interest Rate Strategist, analyzes recent PCE data suggesting a possible rate cut by the Federal Reserve. Laura Davison, Politics Editor, sheds light on a Bloomberg poll revealing voter concerns around the economy. Nadia Lovell, Senior Equity Strategist at UBS, shares her market outlook amid shifting economic trends. Mandeep Singh, Tech Analyst, discusses Intel's challenges and the competitive landscape with Nvidia and AMD. The conversation weaves through critical economic indicators and their political significance.
undefined
Sep 26, 2024 • 30min

NYC Mayor Eric Adams Indicted on Bribery Fraud Charges

Scott Stringer, former NYC Comptroller, dives into the implications of Mayor Eric Adams' indictment, emphasizing the need for strong leadership amid political turmoil. Dr. Basil Smikle offers insights on how this scandal affects community trust and governance. Tom Orlik shifts gears to discuss China's economic interventions, revealing concerns about sustainability amidst short-term market gains. The conversation rounds out with a look at OpenAI's shift to profit and Wells Fargo's regulatory hurdles, showcasing the complex landscape of business and politics.
undefined
Sep 25, 2024 • 37min

US Mortgage Rates Fall Again, Israel Widens War

Stuart Paul, a US Economist with Bloomberg Economics, highlights the recent drop in mortgage rates and its impact on refinancing opportunities. Bobby Ghosh, a Senior Editor at Bloomberg News, discusses escalating tensions in the Middle East, particularly the Israel-Hezbollah conflict. Nancy Daoud, a Private Wealth Advisor, provides insights into market dynamics and investment strategies. Daniel McGahn, CEO of AMSC, shares the company's growth amidst renewable energy demands, while Michael Cuggino focuses on portfolio management in the current economic climate.
undefined
Sep 24, 2024 • 40min

US Consumer Confidence Falls, Biden UN Speech

Dana Peterson, Chief Economist at the Conference Board, reveals insights into plummeting US consumer confidence and its economic implications. Nick Wadhams, a Bloomberg National Security expert, discusses President Biden’s recent UN address and its effects on foreign policy. Callie Cox examines market outlooks amidst these changes, while Nadia Calvino, President of the European Investment Bank, reveals plans for major investments in the European Green Deal, aiming for sustainable initiatives exceeding 1 trillion euros.
undefined
Sep 23, 2024 • 41min

Intel's Offer from Apollo, Energy Demand on the Rise

Liana Baker, Managing Editor at Bloomberg News, dives into Apollo's multibillion-dollar offer to Intel, reflecting on recent stock surges and merger challenges. Gina Drosos, CEO of Signet, discusses evolving trends in the diamond jewelry market, including the rise of lab-created diamonds. Toby Rice, from EQT, shares insights on natural gas prices and market dynamics. Lastly, Andres Gluski, of AES, addresses the increasing energy demands driven by AI innovations and the importance of modernizing infrastructure to meet these challenges.
undefined
Sep 20, 2024 • 9min

Instant Reaction: Qualcomm Approached Intel About A Takeover Deal

Ed Ludlow, a co-host on Bloomberg Technology and a savvy tech analyst, dives into Qualcomm's unexpected interest in Intel. The conversation reveals how Qualcomm aims to break into the PC market while Intel grapples with restructuring. They explore the potential for a record-setting takeover deal and its implications on the semiconductor industry. Ludlow discusses the challenges Intel faces amid shifting market demands and the complexities of such a merger, offering a peek into the high-stakes game of tech acquisitions.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode