Bloomberg Intelligence

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at Netflix to more than 300 million. The company’s previous best was 15 million in the first quarter of 2020 — numbers driven by the onset of the coronavirus pandemic. For instant analysis and reaction, hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology Co-Host Caroline Hyde and Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impact of a Donald Trump presidency. Ed Mills, Washington Policy Analyst and Managing Director at Raymond James, talks about the impact of a Trump presidency on markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the George Washington Presidential Library Shirley Martey Hargis, nonresident fellow in the Atlantic Council’s Global China Hub Rep. Brad Sherman x RussellU.S. Representative for California's 32nd Congressional District United States Senator Bill Hagerty (R-TN) See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock earnings. Margot Wentzel, Bloomberg Intelligence, Senior ESG Research Associate, talks about M&A supporting renewable energy. Mark Douglas, President and CEO of MNTN, discusses what he expects in media and streaming in 2025. Chester Dawson, Bloomberg Senior Editor, discusses the Bloomberg Big Take story: “Toyota’s Successful Playbook Is Limiting Its EV Future.”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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, discusses the latest on the markets. Kristin Pothier, U.S. Sector Leader for Life Sciences, at KPMG, discusses M&A expectations in 2025.  Hosts: Alix Steel and Norah MulindaSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks U.S bank earnings.Hosts: Alix Steel and Michael ReganSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg International Economics and Policy Correspondent, discuss U.S CPI data. Seema Shah, Vice President of Research and Insights at Sensor Tower, joins to discuss TikTok.Hosts: John Tucker, Norah Mulinda, and Matthew MillerSee omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at Pangea PolicyGautam Mukunda, professor at Yale School of ManagementChristopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International EconomicsSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for the markets.Hosts: John Tucker, Emily Graffeo, and Matthew MillerSee omnystudio.com/listener for privacy information.

It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now?  Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific. Mike Sommers, API President & CEO, talks about the energy sector under Donald Trump. Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses global market themes for 2025. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, gives her asset manager outlook for 2025. Michael Moore, Bloomberg Managing Editor for Finance in the Americas, discusses JPMorgan and Bridgewater staffing moves.Hosts: Paul Sweeney, Alix SteelBloomberg 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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, discusses the December jobs report. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires.Hosts: Paul Sweeney and Norah MulindaSee omnystudio.com/listener for privacy information.

A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Management, discusses his outlook for managed futures, bonds, currencies and commodity markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discusses expectations for Day 1 energy action from the new Trump administration. Enda Curran, Bloomberg Global Economy Reporter, talks about a U.S blacklist of China’s tech giants.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Brian Vendig, Chief Investment Officer, at MJP Wealth Advisors, discusses his outlook for the markets.Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.

Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host Joe Mathieu. They also speak with Bloomberg's Tyler Kendall from Capitol Hill and get insight from Bloomberg politics editor Laura Davison.See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 2025 outlook for Wall Street. Alex Harris, Bloomberg Bond Reporter, discusses the Bloomberg Big Take story: “Treasury's $50 Trillion Deluge Will Test Strained Dealer Pipes.” Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, gives his outlook for chips. Brendan Murray, Bloomberg Global Trade Editor, discusses what to expect from looming U.S tariffs.Hosts: Paul Sweeney, Alix Steel, Matt Miller, and Sonali BasakThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays at 1pm on Bloomberg’s flagship station WBBR (1130 AM) in New York, 92.9 in Boston, 99.1 FM in Washington, 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.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst, discusses the U.S Surgeon General calling for cancer warnings on alcohol labels. Hosts: Paul Sweeney and Alix SteelSee omnystudio.com/listener for privacy information.