Bloomberg Intelligence

Bloomberg
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Apr 18, 2024 • 40min

U.S Existing Home Sales Fall, Alaska Air Profit Forecast

Analysts discuss US existing home sales, economic indicators, Alaska Air earnings, and Netflix outlook. Insights on housing market challenges, commercial airline trends, private jet preferences, and Blackstone's financial performance.
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7 snips
Apr 17, 2024 • 47min

Elon Musk Pay, Energy in Focus

Elon Musk's compensation package vote, Chevron's lower carbon energy future, Fortescue Industries' embrace of hydrogen, and Shell's energy transition strategy are discussed by industry experts on the podcast.
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Apr 16, 2024 • 46min

U.S Bank Earnings, Energy in Focus

An engaging discussion with Alison Williams on Bank of America and Morgan Stanley earnings, David Crane on grid modernization, and Pedro Pizarro on Edison's net-zero goals. Topics include clean energy partnerships, data center sustainability, and the U.S Treasury's actions on climate risk.
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Apr 15, 2024 • 42min

Tesla Layoffs, Iran Attack

Global experts discuss Tesla layoffs, Iran's attack on Israel, market volatility, and oil prices. Insights on EV industry challenges, geopolitical tensions, financial strategies, bond market implications, Federal Reserve outlook, and oil market dynamics amidst rising geopolitical events.
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Apr 12, 2024 • 40min

Apple iPhone, Boeing Troubles, EV Charging

Anurag Rana talks about Apple's India iPhone output. Sheridan Prasso discusses Iran's stealthier drones. George Ferguson covers Boeing deliveries. Ryan Fisher explains challenges in EV charging profitability. Kenneth Shea talks about Constellation Brands earnings. Jason Kelly and Alex Rodriguez delve into sports dealmaking.
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Apr 12, 2024 • 37min

Oil Rises to October High, Consumer Sentiment, U.S Bank Earnings

Oil prices surge due to geopolitical risks, consumer sentiment data shows mixed expectations. U.S bank earnings analyzed, commercial real estate financing challenges discussed. Energy transition challenges and implications of rising energy demand highlighted.
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Apr 11, 2024 • 43min

A-Rod Convo, Amazon Shareholder Letter

Bloomberg's experts delve into Amazon's shareholder letter, the value of public school education, and insights on Constellation earnings. A-Rod and Jason Kelly chat about workplace dynamics and the challenges in women's sports broadcasting.
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Apr 10, 2024 • 42min

Apple Ramps Up India iPhones, Hot U.S CPI Reading

Anurag Rana discusses Apple's iPhone production in India. Frances Donald analyzes U.S CPI data. Shana Sissel shares market outlook. Jeffrey Cleveland talks about the U.S economy. Sally Bakewell discusses U.S banks' profit guidance.
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Apr 9, 2024 • 46min

Boeing 737 Max Crisis Weighs on Deliveries

George Ferguson, Bloomberg Intelligence Senior Aerospace Analyst, discusses Boeing's first quarter deliveries and the impact of the 737 Max crisis. They explore production challenges, competition between airplane manufacturers, and airline profitability amidst reduced business travel. The podcast also delves into Blackstone's growing influence in alternative asset management, inflation trends, economic uncertainties, investment strategies, and Iran's global drone influence.
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Apr 8, 2024 • 42min

Dimon Annual Letter, EV Charging Profit

Alison Williams discusses Jamie Dimon's Annual Letter and upcoming bank earnings. Ryan Fisher talks about EV charging companies turning a profit. Ann Berry shares market insights. Julie Fine discusses the solar eclipse. Topics include bank earnings, EV charging profitability, and market trends.

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