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Bloomberg Intelligence Weekend

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Listen to the NEW daily Bloomberg Intelligence podcast here: https://bit.ly/43hOc0r

Location:

United States

Description:

Listen to the NEW daily Bloomberg Intelligence podcast here: https://bit.ly/43hOc0r

Language:

English

Contact:

212-318-2000


Episodes

The NEW Bloomberg Intelligence Podcast

3/22/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:39:16

The NEW Bloomberg Intelligence Podcast

3/15/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:38:36

The NEW Bloomberg Intelligence Podcast

3/8/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:39:20

The NEW Bloomberg Intelligence Podcast

3/1/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:39:17

The NEW Bloomberg Intelligence Podcast

2/23/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:38:39

The NEW Bloomberg Intelligence Podcast

2/16/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:37:19

The NEW Bloomberg Intelligence Podcast

2/9/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:38:12

The NEW Bloomberg Intelligence Podcast

2/2/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:36:16

The NEW Bloomberg Intelligence Podcast

1/26/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:39:35

The NEW Bloomberg Intelligence Podcast

1/25/2024
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.

Duration:00:41:15

Bloomberg Intelligence: Energy Growth in 2024; Disney's Rebound

1/19/2024
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024. Bloomberg Intelligence's Top-10 Predictions for Europe in 2024 -- Will Hares break down three macroeconomic themes -- Energy Transition, Monetary Policy Easing and Technology Impact for Europe in 2024. 2024 Outlook: Global Solar Energy -- Rob Barnett on why demand for solar could soar in 2024. Disney Eludes Media M&A Fracas With FCF, Resurgent Streaming -- Geetha Ranganathan on how Disney can its get mojo back this year $126 Billion Risk for Big Bank Capital in Endgame -- Nathan Dean explains the major policy risks for large US investment banks. 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 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Boomberg 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 subscriber See omnystudio.com/listener for privacy information.

Duration:00:30:40

Introducing: The Bloomberg Daybreak Podcast

1/18/2024
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day. On Apple: http://bit.ly/3DWYoAN On Spotify: http://bit.ly/3jGRYiB On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.

Duration:00:16:51

Bloomberg Intelligence: AI in IT Spending; Outlooks

1/12/2024
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024. OPEC+ Cuts Poised to Extend, Deepen on Bleak Near-Term Outlook -- Salih Yilmaz explains the dynamics of output cuts through 2024 to support oil prices above $70 a barrel. 2024 Outlook: Global Asset Managers -- Alison Williams and Neil Sipes evaluate why the revenue outlook is aided by a recent asset revaluation. 2024 Outlook: Value Teed Up for Strong Long Drive, History Says -- Chris Cain gives his thoughts on the outlook and performance of factor investing strategies. AI Infrastructure Outlays Seen Widening Throughout IT: BI Survey -- Anurag Rana lays out the multiple findings on a survey of chief investment officers. 2024 Outlook: North America Health-Care Tech, Distribution -- Jonathan Palmer explains how this could be a year of inflection for the industries. 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 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Boomberg 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. See omnystudio.com/listener for privacy information.

Duration:00:34:58

Bloomberg Intelligence: Funds, Streaming, M&A

1/5/2024
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. German Equities -- Tim Craighead says a region-leading earnings expansion, cyclical-growth exposure and a relatively low valuation offer a constructive outlook. Mutual Funds -- David Cohne says they aren't dead yet as ETFs grow, and lays out a few pockets of life. Diversified Entertainment -- Geetha Ranganathan says the streaming wars may be over, but that the hard part -- profit -- is yet to come. Mergers & Acquisitions -- Andrew Silverman lays out why he expects deal-making to return after one of the slowest years in decades. E-Commerce -- Poonam Goyal says sales might improve in 2024 as trends normalize and the shift to online persists. 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 121 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. See omnystudio.com/listener for privacy information.

Duration:00:38:16

Bloomberg Intelligence: Home, Gaming, Airline 2024

12/29/2023
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. US Homebuilding -- Drew Reading says the market will continue to grapple with historically low affordability. US Airlines -- George Ferguson say airfares are starting to sag and may hurt profits as higher expenses -- notably labor -- temper results. North America Electric Utilities -- Nikki Hsu says record spending and cost controls could fuel broad-based earnings growth. Global Gaming -- Kevin Tsao says it could be another year of weakening consumer sentiment as players stick with the franchises they know well. Mortgage-Backed Securities -- Erica Adelberg says they could get a boost from a shift to less restrictive Fed monetary policy if the economy slows and interest rates rally. 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 121 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. See omnystudio.com/listener for privacy information.

Duration:00:33:58

Bloomberg Intelligence: Stocks, Drugs, Banks 2024

12/22/2023
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. European Equities Market -- Tim Craighead lays out the cases for stocks across the continent. US, European Pharmaceuticals -- John Murphy says obesity will remain a focus as Lilly and Novo Nordisk top the growth charts next year and beyond. Canada Banks -- Paul Gulberg says banks such as TD and RBC are girding for economic and credit-quality challenges consistent with a soft economic landing. North America Consumer Hardlines -- Lindsay Dutch explains how demand for new products may be improving after a strong pullback since 2H22. North America Telecommunications -- John Butler lays out the many factors that may limit growth, including stiff competition from cable. 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 121 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. See omnystudio.com/listener for privacy information.

Duration:00:34:49

Bloomberg Intelligence: Amazon's Just Getting Started

12/15/2023
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: Deep Dive: Amazon's Unappreciated Profit Story Is Just Beginning -- In separate segments, Anurag Rana, Poonam Goyal, Jennifer Rie and Matt Schettenhelm lay out why Amazon still has plenty of room to grow in the cloud and retail, and the antitrust and regulatory challenges. Want to WFH? London Offers More Flexibility vs. Paris -- Sue Munden says the quest for talent in a tight labor market may explain why London-based employers are more amenable to flexible working than Parisian peers. Deep Dive: EU, UK Equity Markets Seek Stability Amid Turmoil -- Larry Tabb explains the changes roiling financial markets. 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 121 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. See omnystudio.com/listener for privacy information.

Duration:00:35:32

Bloomberg Intelligence: Airlines, Hardware, Insurers

12/8/2023
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Europe Airlines -- Conroy Gaynor explains why the scope for earnings upgrades is more limited in 2024 versus a bumper 2023. North America Industrials -- Karen Ubelhart says demand could soften as some markets, particularly consumer-related, remain muted and some construction sectors decline. Global Computer Hardware and Storage -- Woo Jin Ho says the group is in the early stages of an earnings growth cycle after bottoming in 2023. Deep Dive: Private Capital Can Reap Billions More in Fees -- Paul Gulberg lays out the group's plans to reap an additional $22 billion in annual fees. North American Life Insurance -- Jeff Flynn explains how the jump in interest rates has created the best fundamental backdrop for the group in years. 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 121 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. See omnystudio.com/listener for privacy information.

Duration:00:34:02

Bloomberg Intelligence: ETF, E&Ps, Luxury Outlooks

12/1/2023
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Global Luxury Goods -- Deborah Aitken explains why it could be a year of two very different halves for the industry. US Crude Oil E&Ps -- Vincent Piazza says tempered volume growth and capital discipline could still support better free cash flow. European Credit Strategy -- Mahesh Bhimalingam lays out the state of play and what is shaping the trends. US ETFs -- Eric Balchunas lays out why ETFs are set to emerge as the dominant investment vehicle of the 21st century. Carbon Metrics Keep ESG Funds From Tapping Materials’ Potential -- Shaheen Contractor explains why industries with a high-carbon intensity like cement and steel are less likely to be included in funds. 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 121 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 See omnystudio.com/listener for privacy information.

Duration:00:36:36

2024 Outlooks: US Equities; Banking; Internet

11/24/2023
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: European Banks -- Lento Tang says profitability and capital strength at decade-plus highs and below-normal cost of risk aren't reflected in sentiment. US Regional Banks -- Herman Chan lays out the headwinds in higher funding costs, muted lending, tougher regulation and weakening credit quality. North America Packaged Food -- Jennifer Bartashus says top-line and earnings growth could be more modest as the industry rebalances price and volume. Global Internet -- Mandeep Singh says pressure will come from lower brand-ad spending, with any contribution from generative AI likely small anytime soon. US Equities -- Gina Martin Adams says a second dip in the US economy is likely underway and could complicate parts of the S&P 500 that largely avoided the 2022 slump. 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 See omnystudio.com/listener for privacy information.

Duration:00:36:51