Finding Infrastructure Winners; Ida's Revenue Impact

Here's Why

English - September 03, 2021 16:41 - 31 minutes - 29.2 MB
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In this week's radio show featuring Bloomberg Intelligence analysts and their research, Nathan Dean lays out potential winners in the $1.2 trillion Infrastructure Investment and Jobs Act. Matthew Palazola discusses how heavily Hurricane Ida will weigh on insurer earnings. Geetha Ranganathan says how much Netflix could earn if it embraces ad sales. Conroy Gaynor looks at the next wave of hotel consolidation, and Aitor Ortiz says Mastercard has a $19 billion risk that won’t go away quietly.

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