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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

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

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

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