102 episodes

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to provide company and industry research.

Bloomberg Intelligence Bloomberg

    • Business
    • 4.3 • 20 Ratings

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to provide company and industry research.

    What Bricks’ April Win vs. Clicks Says About Rebound

    What Bricks’ April Win vs. Clicks Says About Rebound

    In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Julie Chariell discusses the retail green shoots that emerged in April, with spending at brick-and-mortar outlets beating that of online. Christopher Cain says value stocks' momentum may be slowing. Warren Buffett is likely to stay conservative in 2021, Matthew Palazola notes. Arun Kumar believes that the hangover from Covid-19 and natural catastrophes could top $100 billion for insurers. John Butler says Dish's 5G strategy may leave the company frozen out.
    Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.
    The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

    How Apple Can Return $225 Billion & Keep Gold Credit

    How Apple Can Return $225 Billion & Keep Gold Credit

    In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Robert Schiffman discusses what soaring free cash flow and accelerating returns mean for Apple's credit profile. Athanasios Psarofagis says why global exchange-traded product assets could hit $10 trillion this year. Diana Rosero-Pena explains her view that Freshpet can increase its revenue sixfold by 20205, and far outpace its own goals. John Murphy tackles the puzzle that is Moderna's valuation and finds potential upside. Andrew Cosgrove says his sum-of-the-parts analysis shows Alcoa's valuation multiple may be more modest than thought.
    Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro

    The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

    Why Cloud Spending May Top $200 Billion, Beat Estimates

    Why Cloud Spending May Top $200 Billion, Beat Estimates

    In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Mandeep Singh shows how security features are driving faster-than-expected cloud computing growth. Jonathan Palmer discusses the stabilizing outlook for the drug industry supply chain. Huw Worthington lays out what ECB President Christine Lagarde needs to do to reverse rising yields. Eily Ong discusses gold's comeback as a store of value to central bankers. And Stephen Flynn says Netflix can spend $17 billion on content and keep a solid balance sheet.

    Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro

    The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

    • 34 min
    Global Utilities and the Struggle to Hit Emissions Mark

    Global Utilities and the Struggle to Hit Emissions Mark

    In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Eric Kane discusses the depth of the challenge for global utilities to reach carbon-neutral targets. Shaheen Contractor looks at what's under the hood in ESG ETFs. Simone Andrews talks about green bonds' performance and BI's tracking tool. Rob Barnett examines the green ambitions of European oil companies. Vince Piazza shows why the fundamental setup is better for natural gas than for oil.

    Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro

    The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

    • 34 min
    Apparel States Its Case for a Pandemic Recovery (Podcast)

    Apparel States Its Case for a Pandemic Recovery (Podcast)

    In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Poonam Goyal discusses surging apparel sales and retail spending increases. Nathan Dean examines what President Joe Biden's infrastructure plans mean for construction, heavy machinery and other industries. Kenneth Shea details Coca-Cola Femsa's prospects as it navigates challenging markets. Anurag Rana gives his take on the implications of Microsoft's Nuance acquisition and Tomasz Noetzel explains why $103 billion in sovereign debt is critical to Turkish banks.

    The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

    • 33 min
    U.K. Joins Israel as Poster Child of Vaccine Efficacy (Podcast)

    U.K. Joins Israel as Poster Child of Vaccine Efficacy (Podcast)

    In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Sam Fazeli examines how Covid-19 data in the U.K. and Israel clearly demonstrate the impact of vaccinations, Alison Williams looks at the effect the Archegos implosion will have on banks' equities trading results and George Ferguson discusses options for cash-rich industrials. Mike McGlone delves into the evolution of Bitcoin adoption and Rob Barnett talks about rising carbon prices in the European Union. Hosts: Alix Steel and Paul Sweeney The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

    • 35 min

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4.3 out of 5
20 Ratings

20 Ratings

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Alix and Paul have the best line in intelligent conversation with their guests.

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