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PODCAST

Bloomberg Intelligence

Scarlet Fu and Paul Sweeney harness the power of Bloomberg Intelligence to analyze market news and provide in-depth company research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

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All Episodes

22:37

Warner Bros Plans to Reject Paramount Offer Next Week

Bloomberg Intelligence ·

2025/12/31

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.- Warner Bros. Discovery plans to once again reject a takeover bid fromParamount Skydance Corp.after the rival media company amended the terms of its offer, according to people familiar with the company’s thinking.The Warner Bros. board hasn’t made a final determination, but will meet next week, said the people,

en-US

26:22

Tesla Broadcasts Downbeat Car Sales Estimates in...

Bloomberg Intelligence ·

2025/12/30

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller. -Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.By Tesla’s count, analysts on average expect the company to deliver422,850 carsin the fourth quarter, down 15% from a year earlier

en-US

23:33

Oil Pushes Higher With Ukraine Talks and China’s...

Bloomberg Intelligence ·

2025/12/29

Watch Scarlet and Paul LIVE every day on YouTube:http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde. -Oilreversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the

en-US

38:06

BI Weekend: Homebuilder Sentiment, Natural Gas...

Bloomberg Intelligence ·

2025/12/26

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps- Calvin Butler, CEO of Excelon, on data

en-US

21:56

Oil Dips in Thin Post-Christmas Trade Amid Ukraine...

Bloomberg Intelligence ·

2025/12/26

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde. Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply. West Texas Intermediate edged down on Friday to trade near $58 a barrel, though still on track for the

en-US

29:20

Intel Shares Fall on Report Nvidia Halts Production Test

Bloomberg Intelligence ·

2025/12/24

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino (in for Scarlet Fu) Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets and Intel shares taking a hit after a report said that Nvidia halted a test to use Intel’s production process to make advanced chips. Nvidia recently tested the so-called 18A process but stopped moving forward, Reuters reported, citing two

en-US

28:56

Novo Nordisk Gets US Approval for Wegovy Obesity Pill

Bloomberg Intelligence ·

2025/12/23

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- John Tozzi, Bloomberg Health Care Reporter, discusses Novo Nordisk winning approval to sell a pill version of its obesity shot Wegovy in the US, to help people lose weight or maintain previous weight loss over the long term. - Reshmi Basu, Bloomberg News Credit Reporter, discusses Saks Global Enterprises, facing limited options ahead of a more than $100 million debt

en-US

25:41

Larry Ellison’s Guarantee Ups Warner Bros. Stakes to...

Bloomberg Intelligence ·

2025/12/22

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Stephen Flynn, Bloomberg Intelligence Senior Credit Analyst, discusses Larry Ellison throwing his personal fortune behind Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc., raising the stakes in a fiercely contested battle with Netflix Inc.-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, says that heading into the new year, the

en-US

37:44

BI Weekend: 50 Companies to Watch, Ford Charges,...

Bloomberg Intelligence ·

2025/12/19

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Tim Craighead, Bloomberg Intelligence Global Chief Content Officer, discusses 50 companies to watch in 2026.- Devon Pendelton, Bloomberg Wealth Reporter, discusses the Bloomberg Big Take story: “Saudi Sisters Wield $50 Billion Fortune as Global Power Brokers.”- Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses ‘Ford’ announcing it

en-US

24:14

Nike Sinks After China Sales Plunge, Delaying Turnaround

Bloomberg Intelligence ·

2025/12/19

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike Inc.shares fell after the company warned that sales will decline this quarter amid persistent weakness in China and at its Converse brand. The world’s largest sportswear company expects revenue to be down in the low-single digits in the three months that

en-US

21:58

Trump Media Targets Nuclear Fusion Through Merger...

Bloomberg Intelligence ·

2025/12/18

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Simon Casey, Managing Editor for Energy and Commodities, discusses Trump Media & Technology Group announcing that it agreed to merge with clean fusion energy companyTAE Technologiesin an all-stock transaction valued at more than $6 billion.-Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, recaps Micron earnings. Micron gave an upbeat forecast for the

en-US

22:53

Warner Bros. Urges Investors to Reject Paramount Bid

Bloomberg Intelligence ·

2025/12/17

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Bros Discovery. Warner Bros. advised its shareholders to reject a hostile takeover bid by Paramount Skydance Corp. in favor of its original agreement with Netflix Inc.--George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses

en-US

25:56

Ford Will Take $19.5 Billion in Charges Tied to EV...

Bloomberg Intelligence ·

2025/12/16

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Autos and Industrials Research Analyst, discusses news that Ford Motor will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.-Kristina Peterson, Bloomberg News Food Industry Reporter, discusses Kraft Heinznaming a new chief executive officer,

en-US

28:47

McKinsey Plots Thousands of Job Cuts in Slowdown for...

Bloomberg Intelligence ·

2025/12/15

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, discusses McKinsey's leadership discussing cutting about 10% of headcount across non-client-facing departments, which could amount to a few thousand job cuts over 18 to 24 months. -Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses regulatory concerns for acquiring Warner Bros

en-US

36:44

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe

Bloomberg Intelligence ·

2025/12/12

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney On this podcast:- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry Industry Disruption.”- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses the FDA probing if covid shots might be linked to deaths of adults.- Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle

en-US

18:33

Oracle Delays Some Data Center Projects for OpenAI to...

Bloomberg Intelligence ·

2025/12/12

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle pushing back the completion dates for some of the data centers it’s developing for the artificial intelligence model developerOpenAIto 2028 from 2027, according to people familiar with the work.-Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom

en-US

22:52

Oracle Slides by Most Since January on Mounting AI...

Bloomberg Intelligence ·

2025/12/11

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracleshares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.-Geetha Ranganathan, Bloomberg

en-US

23:39

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg Intelligence ·

2025/12/10

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026. The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its

en-US

30:34

Instant Reaction: The Fed Decides

Bloomberg Intelligence ·

2025/12/10

Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

en-US

20:31

Zuckerberg Directs Pivot Away From Open Source AI At...

Bloomberg Intelligence ·

2025/12/10

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino--Ed Ludlow, BTech Co-Anchor, discusses Meta Platforms’ Mark Zuckerberg getting personally involved in day-to-day work and pivoting the company's focus to an artificial intelligence model it can make money off of. He also talks about SpaceX moving ahead with plans for an IPO.- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses Bloomberg

en-US

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