Bloomberg Intelligence Weekend
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Episodes
Fed's New Normal for Rate Hikes; Can OPEC+ Ease Angst?
May 13, 2022 14:37 - 32 minutes - 29.8 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Fed 50-Bp Hikes Replacing 25 Bps as `Normal' Policy-Rate Moves -- Ira Jersey Think OPEC+ Can Ease Oil-Market Angst? Think Again -- Salih Yilmaz Industrial REITs Standing Ground vs. Rival Rebound, and U.K. Logistics Park Joyride Stalls as Online Slows -- Sue Munden Rogers Loss of Shaw Would Be Big Win for $7 Billion of M&A Bonds -- Stephen Flynn Canadian Banks' Capital May...
Buffett's Buying Just Warming Up; Amazon's Cloudy Days
May 06, 2022 17:42 - 32 minutes - 29.6 MB(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Amazon Cloud Potential Intact; Profit in Focus: Company Outlook -- Poonam Goyal Service, Health Care Are Key to Best Buy Growth -- Lindsay Dutch Berkshire's 1Q Spending Spree May Be Sign There's More to Come -- Matthew Palazola Robust U.K. Housing Market Set to Extend Momentum -- Iwona Hovenko Declines in Regional Banks' Tangible Book Shouldn'...
Ethereum and Coinbase: Crypto's Revolutionary Tech (Podcast)
April 29, 2022 19:27 - 32 minutes - 29.8 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Active Share Replacing Alpha as Selling Point for Active Funds -- Eric Balchunas Pioneer Able to Take Advantage of Higher Oil Prices: 1Q Preview -- Vincent Piazza European Packaged Foods Hit by War-Related Input Costs -- Duncan Fox Molson Coors' Return to Growth, Falling Debt Could Merit Upgrade -- Mary Ross Gilbert Casino & Hotel Earnings: M&A, Savings, Sports Bets, Mac...
Warner Bros. Discovery TV Heft; Apple's First Trillion
April 22, 2022 19:57 - 32 minutes - 29.8 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: TV No Sideshow for Warner Bros. Discovery on $9.5 Billion Ebitda -- Geetha Ranganathan Cash King Apple Returns May Approach $1 Trillion -- Robert Schiffman JPMorgan Signals Credit-Cost Shift, Trading Beat for Bank Peers -- Alison Williams Ukraine War to Drive $28-$30 Billion of 1Q Catastrophe Losses -- Charles Graham Large Pharma 1Q Growth to Benefit From Covid-19, Favo...
Ethereum and Coinbase: Crypto's Revolutionary Tech
April 14, 2022 14:00 - 33 minutes - 30.6 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Coinbase Is More Than an Exchange as Amazon's More Than a Store -- Julie Chariell BI Crypto Report: Ethereum, a Revolutionary Tech/Asset -- Mike McGlone Agency Mortgage Index May Shrink If Borrowers Seek Alternatives -- Erica Adelberg European Utilities' Energy-Transition Focus Outweighs Dividends -- Patricio Alvarez The Bloomberg Intelligence radio show with Paul Sweeney...
Big Ideas to Watch; Inflation + Duration = Confusion
April 08, 2022 19:41 - 32 minutes - 30 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: 10 BI Focus Ideas to Watch: Catalysts, Triggers Ahead in 2Q -- Tim Craighead 2022 Outlook: U.S. Investment-Grade Corporate Credit and 2022 Outlook: U.S. Corporate High-Yield Credit -- Noel Hebert Lululemon to Set New Long-Term Targets; Bets on Shoes -- Poonam Goyal Inflation Plus Duration Equals Confusion for Small-Cap Stocks -- Michael Casper Nubank's Cost Edge Paves Way...
Big Auto's Lease Landslide; China's Chip Risk
April 01, 2022 17:52 - 32 minutes - 29.5 MB(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: U.S. Tech China De-Risking Hinges on Semiconductor Independence: Mandeep Singh Confidence Dent in Europe Favors Capex, With Dividends on Watch U.K. Discounters Advance as Inflation Influences Market Share: Charles Allen Lease Landslide Adding Billions for GM, BMW Amid Tight Supply: Kevin Tynan Energy Bond Markets May Long for the Day When O...
Which Cryptos Are Favored by U.S.? Fracking Is Back
March 25, 2022 15:23 - 32 minutes - 29.9 MB(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: U.S. Crypto Policy Favors Bitcoin, CBDC, Miners, Not Exchanges: Nathan Dean Commodity Sectors Lead as War, Inflation Unsettle EU Scorecard: Laurent Douillet Booting Russia From WTO Needs Forceful EU Response: Clelia Imperiali Investors Gaining Conviction in Fracking Recovery: Scott Levine HVAC Above-Average Growth Sustainable on Climate Conc...
Dollar Not Dead as Euro Tempts; $52 Billion in Chips
March 18, 2022 15:05 - 32 minutes - 29.8 MB(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Russia-Ukraine War Boosts FX Regionalization; Dollar's Not Done and Euro Upside Looks Tempting, But Parity Risk a Flashing Red Light -- Audrey Childe-Freeman Metal-Demand Destruction Looms Amid Labored Price Normalization -- Grant Sporre WTI's Spread to Brent Would Soar If Ukraine Tensions Escalate and Regulatory Relief May Slow Spiking WTI, U....
Russia Risk to Oil, Banks & More; ESG Overpriced?
March 11, 2022 20:17 - 36 minutes(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Will Hares: Brent Oil Skewed to Upside as Sanctions Risk Looms: BI Commodity and Europe's Gas Crisis Sees Equinor Uniquely Positioned: BI Focus Conroy Gaynor: Ukraine Invasion Puts Wizz Air, Ryanair, Lufthansa Most at Risk Tomasz Noetzel: ABN to UBS: Catch a Falling Knife vs. Wait on the Sidelines Shaheen Contractor: Are ESG-Friendly Stocks Overpric...
Russia Risk to Oil, Banks & More; ESG Overpriced?
March 11, 2022 20:17 - 32 minutes - 29.8 MB(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Will Hares: Brent Oil Skewed to Upside as Sanctions Risk Looms: BI Commodity and Europe's Gas Crisis Sees Equinor Uniquely Positioned: BI Focus Conroy Gaynor: Ukraine Invasion Puts Wizz Air, Ryanair, Lufthansa Most at Risk Tomasz Noetzel: ABN to UBS: Catch a Falling Knife vs. Wait on the Sidelines Shaheen Contractor: Are ESG-Friendly Stocks Over...
Buffet's Profit Punch; Digital Future of Health Is Now
March 04, 2022 15:01 - 32 minutes - 29.7 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: -- Matt Palazola: Berkshire 4Q Shows Earnings Strength, Slowing Buybacks -- Guarav Patankar: EM 360: Russia's War May Not Break Asean, Latin America Equities -- Eileen Segall: Matterport Leads in Large Potential Market for 3D Indoor Capture -- Jonathan Palmer: The Future Is Now: Health Care's Path to Digital Transformation -- Diana Gomes: Food-Delivery Funding in Focus as Riva...
Stocks Step Back With Economics on Top of Mind
February 25, 2022 20:56 - 32 minutes - 29.7 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: * Gina Martin Adams: Economics Back to Top of Mind Puts Stocks on Their Back Foot * Woo Jin: Corning Poised to Crack $15 Billion Sales Glass Ceiling in 2022 * Himanshu Bakshi: Block's Challenge Is to Sustain Growth and Improve Profitability * Poonam Goyal: Rent's Access Model Has Reach, Dwarfs Sharing-Economy Peers * Erhan Gurses: Vodafone, Orange, DT Tower M&A Has Solid ...
Global Fixed Income Returns Return; Bank Margin Gains
February 18, 2022 18:15 - 32 minutes - 29.8 MBIn this week's Bloomberg Intelligence radio show: * Damian Sassower: The return potential in global fixed income * Herman Chan: U.S. regional banks poised to reap margin gains on rising interest rates * Hoai Ngo: Mattel's bullish outlook on toys * George Ferguson: Fare, profit pressures from large leased fleets * Sonia Baldeira: Water scarcity as a driver of M&A The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary....
Software's IPO Winter; Ferrari's Record Profitability
February 11, 2022 22:41 - 32 minutes - 29.9 MBIn 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 busine...
Nibbles for Beyond Meat? How to Stop Pot's Swoon
February 04, 2022 23:06 - 32 minutes - 29.8 MB(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: -- Beyond Meat Needs KFC Offer to Hatch More Than Nugget of Growth -- Rekindled Cannabis Reform, Market Shakeout Needed to Stop Swoon -- Equinor Is Uniquely Positioned for Europe's Gas Crisis: BI Focus -- Breyer's Exit Won't Alter Supreme Court's Business Friendly Bent -- After a Boom Year, Broader Reach May Rescue ESG ETFs From Risks The Bloo...
Microsoft’s Metaverse Move; Equal Tech Stock Risks?
January 28, 2022 17:36 - 32 minutes - 30 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Amine Bensaid: Microsoft Metaverse Push May Fire Up Video-Game Wars Michael Casper: Duration Danger! Tech Stocks at Risk, Not All in Equal Measure Michael Halen: IPOs and M&A for U.S. Restaurants May Moderate After Red-Hot 2H Adeline Diab: ESG to Hit $41 Trillion Assets in 2022, Spurred by U.S. Market. Also, Green Bonds’ Growth Boosted by Taxonomy, Infrastructure and EM...
Why Omicron Is a Threat; A Case for U.K. Cyclicals
January 21, 2022 21:14 - 32 minutes - 30.1 MBIn this week's Bloomberg radio show, Sam Fazeli says why omicron is such a risk to the U.S., even though it's less severe than earlier variants. Tim Craighead discusses his view that U.K. cyclicals are positioned to outperform defensives. Jody Lurie offers her take on Yum!'s next moves after working on its capital structure. Christopher Ciolino explains why he is optimistic about machinery demand, and Salih Yilmaz says recent exuberance aside, oil's longer-term risks are significant. The BI...
Digital Payments? EV Makers? Thematic Investing in 2022
January 14, 2022 14:50 - 32 minutes - 29.8 MBIn this edition of BI radio, our analysts focus on thematic investing: Eric Balchunas says why he thinks U.S. ETFs are poised for rapid growth in 2022. Julie Chariell gives her outlook for the digital payments sector coming off a tech selloff that dragged down shares. Kevin Tynan discusses the brightening outlook for electric vehicle makers, while Matthew Kanterman looks at companies exposed to the metaverse. The BI radio show podcasts through Apple’s iTunes, Spotify and Luminary. It broadc...
Streaming Struggles; Storm Clouds for European Credit
January 07, 2022 16:07 - 32 minutes - 29.9 MBIn this week's edition of the Bloomberg Intelligence radio show, Geetha Ranganathan notes that streaming is beginning to emerge as a drag on profitability for broadcasters. Mahesh Bhimalingam explains why European corporate credit could be in for a brutal year. Jon Tyce gives his outlook for European banks. Sue Munden says why she thinks European REITs could outperform indexes in 2022, and James Seyffart details the quandary Bitcoin futures ETFs have created for the SEC. The BI radio show p...
Streaming Struggles; Storm Clouds for European Credit: Podcast
January 07, 2022 16:07 - 36 minutesIn this week's edition of the Bloomberg Intelligence radio show, Geetha Ranganathan notes that streaming is beginning to emerge as a drag on profitability for broadcasters. Mahesh Bhimalingam explains why European corporate credit could be in for a brutal year. Jon Tyce gives his outlook for European banks. Sue Munden says why she thinks European REITs could outperform indexes in 2022, and James Seyffart details the quandary Bitcoin futures ETFs have created for the SEC. The BI radio show po...
The 10-Year's March to 2%; Digital Wallet Apps Shine
December 31, 2021 14:04 - 32 minutes - 30.1 MBIn this special year-ahead edition of Bloomberg Intelligence radio, Chief U.S. Rates Strategist Ira Jersey discusses how potential Federal Reserve rate hikes aid his view of a 2% yield on the 10-year Treasury note by year-end 2022. Senior Fintech Analyst Julie Chariell says why companies with digital wallet apps are poised to outpace traditional big tech. Senior Tech Analyst Mandeep Singh notes that strength in chips for data centers, handsets, autos and industrials should continue. Senior C...
Bloomberg Wall Street Week: A Look Back At 2021
December 23, 2021 16:47 - 31 minutes - 29.1 MBOne of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, a look back at 2021. Guests include Bank of America CEO Brian Moynihan, former Treasury Secretary Steven Mnuchin, Ford CEO Jim Farley, Willett advisors Steve Rattner and former Treasury Secretary Larry Summers See omnystudio.com/listener for privacy information.
The Year of the Stock Picker; REITs in the Sweet Spot
December 23, 2021 16:21 - 32 minutes - 29.9 MBIn this week's Bloomberg Intelligence radio show, Alison Williams discusses why T. Rowe Price, Franklin Resources, Invesco, Morgan Stanley and UBS could thrive in a potential stock-picker's market next year. Jeff Langbaum explains why apartment, senior-housing and office REITs may be set up for big top- and bottom-line gains in 2022. Mike Dennis shows why nuclear fusion could be a $40 trillion game changer. Brian Egger notes that Wyndham and InterContinental are poised to stand out in the lo...
The Buyside Broker Boom; Pharma Hunters and Hunted
December 17, 2021 15:21 - 32 minutes - 29.7 MBIn this week's Bloomberg Intelligence radio show, Director of Market Structure Research Larry Tabb explains why after years of decline, the buyside is hiring brokers. Michael Shah lays out the top pharma M&A targets. Stephen Flynn says why Comcast has the firepower to do a big deal and buybacks. Diana Rosero-Pena shows how Thrive could comfortably hit its $2 billion market cap target in an IPO. Tomasz Noetzel addresses the sanctions overhang for Russian banks in 2022. The BI radio show podc...
Commodities' Brick Wall; Sizzling Streaming Arms Race
December 10, 2021 14:59 - 32 minutes - 29.7 MBIn the BI Radio show this week, Mike McGlone says why he thinks commodities are set to decline in 2022, and how Bitcoin is changing the old guard. Geetha Ranganathan shares her view that the streaming arms race could cost $150 billion next year. Sonia Baldeira gives her year-ahead outlook for global building materials. Matthew Martino says rising Covid-19 variants are unlikely to derail a recovery for online travel providers, and Conroy Gaynor discusses why omicron could intensify a battle f...
Very Merry Retail Margins; Expanding ESG Investor Base
December 03, 2021 17:23 - 32 minutes - 29.9 MBOn the Bloomberg Intelligence radio show this week, Poonam Goyal says how more modest discounts this holiday season bode well for retail margins. Shaheen Contractor discusses the rapid growth of assets in ESG ETFs, and the challenges they face. Talon Custer shares his view of the 2022 global LNG market. Paul Gulberg details why private equity is on a roll and may top five-year goals ahead of schedule. Gaurav Patankar says why his emerging market sector scorecard shows a cyclical tilt, and wh...
Currency Chaos in Emerging Markets; The Euro’s Slide
November 26, 2021 14:19 - 32 minutes - 29.8 MBOn this week's Bloomberg Intelligence radio show, Damian Sassower shares his views on the Turkish lira, Chinese property sector and elections in Argentina and Chile. Audrey Childe-Freeman says there's more to the euro weakness than dollar strength. Hoai Ngo shows why brick & mortar may enjoy a holiday renaissance. Charles Graham says how asset managers are set to become enforcers of carbon change policies, and Mary Ross Gilbert sees an inflation reprieve on the horizon for food and beverage ...
Four Threats to S&P Earnings; Low-Cost Carriers’ Spunk
November 19, 2021 14:07 - 32 minutes - 29.9 MBThis week on the Bloomberg Intelligence radio show, Chief Equity Strategist Gina Martin Adams talks about why the robust consumer backdrop, and the support it provides for S&P earnings gains, may fade. George Ferguson shows how low-cost carriers have momentum exiting the pandemic. Karen Ubelhart shares her view that General Electric's split into three companies will create only modest value. Philip Richards details which European banks are best positioned for margin gains if interest rates r...
The Road for Metaverse, Pharma's Supply Chain Squeeze
November 12, 2021 16:01 - 32 minutes - 29.7 MBIn this week's BI radio show, Mandeep Singh says why Facebook's Metaverse faces a slow path to traction. Supply chain pressures are a persistent theme: Ann-Hunter Van Kirk discusses how pharmaceutical companies will deal with the problem and Kevin Tynan weighs in on the impact on automakers. Matthew Palazola notes that Berkshire Hathaway's cash is at a record, but there are concerns on the horizon. And Stephane Kovatchev notes that a spun off Daimler Truck should have strong ratings and liqu...
The Case for an Annual Covid Jab; Robinhood's Risk
November 05, 2021 19:11 - 32 minutes - 29.7 MBIn this week's BI radio show featuring our analysts and their research, pharma analyst Sam Fazeli suggests booster effectiveness appears to fade, making annual Covid shots likely in coming years. Julie Chariell discusses how Robinhood's risk from a shift in demand. Jon Tyce shows how persistent inflation is aiding net interest income outlooks for European and U.S. banks. Drew Reading lays out the next growth path for U.S. home centers. Andrew Silverman says which sectors would be boosted by ...
Amazon's $100 Billion in Gross Cash; Oil's COP26 Heat
October 29, 2021 20:51 - 32 minutes - 29.8 MBIn this week's Bloomberg Intelligence radio show, Robert Schiffman says why he thinks Amazon.com's gross cash could top $100 billion in 12-18 months. Will Hares details why COP26 standards could raise emissions pressure on European oil majors. Rob Du Boff shows how investors are borrowing from the corporate raider playbook to pressure companies on ESG. Jody Lurie discusses how bottlenecks and staff shortages are hurting credit profiles of consumer staples and cyclicals. And Duncan Fox lays o...
Brent-WTI Stays Narrow; Bullish Trucker Sentiment
October 22, 2021 15:05 - 32 minutes - 29.5 MBIn this week's version of Bloomberg Intelligence radio, Fernando Valle previews oil E&P earnings and explains why WTI's discount to Brent is likely to stay narrow through year-end. Lee Klaskow notes that trucker sentiment is driving bullish rate expectations. Laurent Douillet says to look beyond 35% EU EPS growth -- the devil is in the details. Mustafa Okur shares his view that European industrials' 3Q earnings reports will be all about costs. And Eileen Segall says Bentley Systems is well p...
Bitcoin's Cloudy ETF Prospects; Rising Grocery Prices
October 15, 2021 14:52 - 32 minutes - 29.6 MBThis week's Bloomberg Intelligence radio show features Eric Balchunas discussing his view that Bitcoin ETFs may have a rocky start, based on the futures mutual fund flop. Charles Allen shows how commodity inflation is starting to pressure supermarket prices. Deborah Aitken says why Procter & Gamble is well positioned for the pandemic economy and recovery. Herman Chan notes that regional banks may see a revenue boon from a steeper yield curve. And Douglas Rothacker lays out the $10 billion op...
More IPhone13 Power? $60 Billion in the Backyard: Podcast
October 08, 2021 18:09 - 32 minutes - 30 MBIn this week’s Bloomberg Intelligence Radio Show, featuring our analysts and their research, Anurag Rana says why the Street could be underestimating the iPhone 13’s sales potential. Jennifer Bartashus discusses the $60 billion buy-local opportunity for Kroger, Albertsons, Sprouts, Ahold Delhaize and Walmart. Scott Levine shares his view on why the oil-price surge may bring only middling effects for offshore drillers. Paul Vickars says threats outweigh opportunities for global utilities in t...
Wells, BoA in Catbird Seat on Rates? Music on a Tear
October 01, 2021 16:57 - 32 minutes - 29.7 MBIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Alison Williams discusses why Wells Fargo and Bank of America may be best positioned among big banks for interest rate increases. Matthew Bloxham says the music industry's growth tear is a boon for labels and platforms. Amine Bensaid shows how Spotify could top estimates and add 20-25 million paid subscribers by 2023. Patricio Alvarez explains why Europe's natural gas rally may have implications beyond 20...
Wells, BoA in Catbird Seat on Rates? Music on a Tear
October 01, 2021 16:57 - 34 minutesIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Alison Williams discusses why Wells Fargo and Bank of America may be best positioned among big banks for interest rate increases. Matthew Bloxham says the music industry's growth tear is a boon for labels and platforms. Amine Bensaid shows how Spotify could top estimates and add 20-25 million paid subscribers by 2023. Patricio Alvarez explains why Europe's natural gas rally may have implications beyond 202...
Social Media Ad Views Step Back; Small-Cap Alarm Bells
September 24, 2021 17:54 - 32 minutes - 30 MBIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Mandeep Singh shows why social media companies such as Facebook and Pinterest may see a slower pace of growth in online ad views. Joel Levington shares what his analysis reveals about why certain industrials have outperformed. Michael Casper sounds the alarm bells about the risk that inflation and high leverage pose to small-cap stocks. Diana Rosero-Pena discusses strong underlying grocery shopping trends...
Porsche's BEV Stable; Europe Stocks’ Green Shoots
September 17, 2021 14:27 - 35 minutesIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Michael Dean notes that Porsche is emerging with a strong lineup of battery-powered electric vehicles. Gina Martin Adams explains why Europe poised to lead global stocks as global growth slows. Poonam Goyal lays out her scenario analysis showing Allbirds could garner more than $1 billion in sales by 2025. Spencer Cutter says oil producers have over $30 billion in cash on hand, but with no near-term maturit...
Porsche's BEV Stable; Europe Stocks’ Green Shoots
September 17, 2021 14:27 - 32 minutes - 29.9 MBIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Michael Dean notes that Porsche is emerging with a strong lineup of battery-powered electric vehicles. Gina Martin Adams explains why Europe poised to lead global stocks as global growth slows. Poonam Goyal lays out her scenario analysis showing Allbirds could garner more than $1 billion in sales by 2025. Spencer Cutter says oil producers have over $30 billion in cash on hand, but with no near-term maturi...
Bitcoin’s Path to $100,000; ESG’s Regulatory Test
September 10, 2021 16:55 - 31 minutes - 29.3 MBIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Mike McGlone says Bitcoin has little resistance on a path to $100,000 and Ethereum to $5,000. Sarah Jane Mahmud shows why a probe of DWS in the U.S. could be a canary in the coal mine for regulators and ESG funds. Chris Cain gives his take on why stocks with the least top- and bottom-line (fundamental) volatility could extend their hot streak and Diana Gomes notes that a return to normal and receding prof...
Finding Infrastructure Winners; Ida's Revenue Impact
September 03, 2021 16:41 - 31 minutes - 29.2 MBIn 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. T...
MiFID's Widening Gap; Debt Limit Concerns and T-Bills
August 27, 2021 19:15 - 32 minutes - 29.6 MBIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Sarah Jane Mahmud discusses how MiFID II pressure is easing on research services, but the gap in how they are paid for is widening. Chief U.S. Rates Strategist Ira Jersey notes that signs of concern over the debt limit are showing up in Treasury-bill pricing and liquidity. Julie Chariell names the fintechs she views as best-positioned for crypto use. Robert Schiffman shows how investors are swapping to Al...
Plant Food-a-Looza; Software Sales in a Physical World
August 20, 2021 14:33 - 32 minutes - 29.7 MBIn this week's radio show featuring Bloomberg Intelligence analysts and their research, Jennifer Bartashus shows why plant-based foods will soon be a $162 billion business. Anurag Rana discusses how a return to office will buoy software sales, but with a more measured growth pace. Johnson Imode says rising costs are creating choppy seas for European industrials. Kenneth Shea shows how IRS litigation could pressure Coca-Cola's dividend and ratings, and Matthew Martino relates how a pivot to a...
MGM's Tricky Recovery Path; Miners' Carbon Transition
August 13, 2021 13:56 - 32 minutes - 29.8 MBIn this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau that MGM is traveling to recovery. Shaheen Contractor discusses BI's new carbon transition scores and targets for global miners, and offers her take on who can meet the Paris climate accord targets. Sue Munden discusses how prime space may help European REITs stave off major declines. Eshan Toorabally shows how building materials distributors ar...
Big Banks' Big 2Q; Solar Heats Up; Tax Exempts Roar
August 06, 2021 18:06 - 32 minutes - 30 MBIn this week's broadcast featuring Bloomberg Intelligence analysts and their research, Alison Williams assesses the state of big bank equities trading and M&A fees, Rob Barnett breaks down the pace of solar capacity additions this year and Eric Kazatsky discusses the hot run by tax-exempt municipal bonds. Michael Halen digs into casual dining's recovery from the pandemic and Kevin Ryan explains how insurers may benefit from the cyberthreats exposed by Covid-19. Hosts: Alix Steel and Paul Sw...
Variable Vaccine Efficacy & Delta's Investment Effect
July 30, 2021 17:59 - 32 minutes - 29.6 MBIn this week's broadcast featuring Bloomberg Intelligence analysts and their research, Sam Fazeli examines why the efficacy of Pfizer-BioNTech's vaccine varies wildly from Israel to the U.K. and Gina Martin Adams discusses how surging delta-variant cases could change investment strategies. Damian Sassower sheds light on the role emerging markets will play on global equities, Mike McGlone addresses the question of whether commodities have peaked, and Ira Jersey breaks down the Fed's FOMC meet...
Pressure Ahead of Robinhood's IPO; Exxon's Cube Gamble
July 23, 2021 19:34 - 32 minutes - 29.9 MBIn this week's broadcast featuring Bloomberg Intelligence analysts and their research, Julie Chariell and Larry Tabb team up to explain Robinhood's risk from falling volume of payments for order flow ahead of its IPO. Michael Kay explores the pros and cons of Exxon's use of new techniques to develop its Permian assets. Deborah Aitken lays out the back half of the year for global luxury-goods companies and Ann-Hunter Van Kirk details a scenario in which CRISPR's sales might beat consensus and...
Why Treasury Yields May Be Pricing in a Fed Blunder
July 16, 2021 12:49 - 32 minutes - 29.8 MBIn this week's broadcast featuring Bloomberg Intelligence analysts and their research, Ira Jersey discusses how the rates market may be pricing for a Fed policy mistake. Jennifer Bartashus shows how Amazon could poach $605 million in revenue from grocery rivals and details who could get hit the worst. Sarah Jane Mahmud discusses how European buy-side firms have navigated a challenging landscape with minimal disruption. Paul Gulberg discusses his midyear outlook for global exchanges and Chris...
When Inflation Becomes a Winning Formula in Europe: Podcast
July 09, 2021 20:38 - 32 minutes - 29.6 MBWhen Inflation Becomes a Winning Formula in Europe: Podcast In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Will Hares identifies which sectors and companies could benefit from inflation in Europe. Gaurav Patankar talks about how investors may play Brazil, Russia and India if the Federal Reserve raises interest rates. Karen Ubelhart discusses how Carrier could boost its valuation by spinning off the Fire & Safety business. Lindsay Dutch says retail REI...