Software's IPO Winter; Ferrari's Record Profitability

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:

-- Anurag Rana on why software IPO valuations could compress 30% or more

-- Michael Dean on Ferrari's profit hitting $155,000-a-car with EV challenge ahead

-- Mary Ross Gilbert on how AB InBev could use excess cash to reach Single A 

-- Grant Sporre and the margin threat to gold producers

-- Erica Adelberg on how mortgage rate increases are changing the origination business

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 119 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. Run BI <GO>.

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