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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

21:16

Instant Reaction: Netflix Beats on Earnings,...

Bloomberg Intelligence ·

2026/01/20

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc. The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies

en-US

18:08

Netflix Amends Warner Bros. Deal to All Cash in...

Bloomberg Intelligence ·

2026/01/20

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 Netflix reaching an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies.-Henrietta Treyz, Managing Partner and Director of Economic

en-US

39:14

BI Weekend: Delta Earnings, Google-Apple Deal,...

Bloomberg Intelligence ·

2026/01/16

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Scarlet Fu and Alexandra SemenovaOn this podcast:- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses Delta Airlines earnings.- Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: “The CEO Playbook to Navigating Trump.”- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet’s Google confirming that it has

en-US

22:28

Trump Moves to Have Tech Giants Pay for Surging...

Bloomberg Intelligence ·

2026/01/16

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alexandra Semenova, and John Tucker-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses President Donald Trump and US Northeastern state governors agreeing to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.-Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst,

en-US

28:26

NYC Sues Delivery App Over Lost Pay in Mamdani Crackdown

Bloomberg Intelligence ·

2026/01/15

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova- Myles Miller, Bloomberg News Senior Reporter, discusses New York City saying it’s suing a food-delivery technology provider for withholding pay from workers, signaling MayorZohran Mamdani’s get-tough approach to regulating app-based work.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses TSMC earnings. Taiwan Semiconductor

en-US

20:24

Netflix Weighs Amending Warner Bros. Bid to Make It...

Bloomberg Intelligence ·

2026/01/14

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Netflix. Netflix is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company's studios and streaming businesses.-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses the latest

en-US

24:58

JPMorgan Investment-Banking Fees Drop on Underwriting...

Bloomberg Intelligence ·

2026/01/13

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu and Alexandra Semenova-Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence, discusses earnings from JPMorganChase. JPMorgan Chase & Co.'s investment-banking fees fell in the fourth quarter, missing the firm's own guidance from last month as revenue from underwriting and advising on mergers declined.-Anurag Rana, Bloomberg Intelligence Technology Analyst,

en-US

24:13

Capital One, Amex Shares Sink on Trump’s Credit-Card...

Bloomberg Intelligence ·

2026/01/12

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Scarlet Fu, Alex Semenova, and John Tucker-Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump calling on credit-card companies to cap interest rates at 10% for a year. It’s a move that could wipe out billions in profits for the banking industry.-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Lululemon

en-US

37:22

BI Weekend: Nike Turnaround, Airlines Outlook, AWS...

Bloomberg Intelligence ·

2026/01/09

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4.- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel.- Poonam Goyal, Senior U.S. E-Commerce and Retail

en-US

14:29

Meta Signs Multi-Gigawatt Nuclear Deals for AI Data...

Bloomberg Intelligence ·

2026/01/09

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst,

en-US

23:37

Trump Demands More Defense Spending But Threatens...

Bloomberg Intelligence ·

2026/01/08

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost. -Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation

en-US

23:19

Warner Bros. Rejects Latest Paramount Bid, Favoring...

Bloomberg Intelligence ·

2026/01/07

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 Warner Bros. Discovery rejecting an amended takeover offer from Paramount Skydance and encouraging shareholders to stick with a deal it has in place with Netflix.-Caroline Hyde, BTech Co-Anchor, discusses the Consumer Electronics Show. Nvidia CEO Jensen Huang said the company’s revenue

en-US

19:57

Venezuela Regime Change Sets Stage for OFS Return

Bloomberg Intelligence ·

2026/01/06

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Scott Levine, Bloomberg Intelligence Senior Energy Services Analyst, discusses why oilfield-service majors such as SLB, Halliburton and Baker Hughes are well placed to support a recovery in Venezuelan oil production. According to Bloomberg Intelligence: US oversight following Nicolas Maduro's arrest can help mitigate geopolitical risks that drove these companies to

en-US

22:45

Chevron, US Oil Stocks Rally as Trump Vows Venezuela...

Bloomberg Intelligence ·

2026/01/05

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet FuOn this edition: Paul and Scarlet discuss the aftermath of the U.S attack on Venezuela.They speak with:- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on impact of Venezuela news on oil companies.US oil stocks jumped Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of

en-US

25:23

Tesla Surrenders EV Crown to BYD After 8.6 % Sales...

Bloomberg Intelligence ·

2026/01/02

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 Hosts Matt Miller and Vonnie Quinn.- Tesla vehicle sales fell 8.6% last year, dropping theElon Musk-led company well behind China’sBYD Co.in the global ranks of electric-car makers. Fourth-quarter deliveries declined 16% to 418,227 vehicles, Tesla said in astatementFriday, trailing analyst estimates compiled by Bloomberg andthe

en-US

38:29

BI Weekend: Luxury, Railroad, and Machinery 2026 Outlook

Bloomberg Intelligence ·

2026/01/02

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses

en-US

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

676 results

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