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Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE...
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Listen for investment news and in-depth company research.
Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
show less
Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
Episodes & Posts
Episodes
Posts
Transcribed
16 SEP 2026 · Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump. Wall Street traders drove stocks to the lowest since July on bets the Federal Reserve will keep raising rates to combat inflation after delivering its first hike in three years. In his remarks to reporters, Fed Chair Kevin Warsh restated his concerns over inflation, saying too many categories of products and services were showing annualized price gains above 3% on a 6- and 12-month basis.See https://omnystudio.com/listener for privacy information.
Transcribed
16 SEP 2026 · The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump. “Today’s policy action will support a timelier return to the committee’s 2% goal,” officials said in a statement following the move Wednesday, referring to inflation. It was the US central bank’s first rate increase since July 2023. Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See https://omnystudio.com/listener for privacy information.
Transcribed
16 SEP 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, joins to discuss how AI tensions between Anthropic and the administration were reignited by a essay posted by the company's Chief Executive Officer Dario Amodei, who called for government regulation and urged pacing development of the most advanced AI systems. President Donald Trump dismissed fears about AI risks as "a hoax" and rejected the idea of new rules, while leading AI developers have begun discussing AI safety concerns among themselves.
Separately, OpenAI is holding early talks with investors about a fresh funding round that would value the company at more than $1.2 trillion ahead of an initial public offering.
-Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, continues the conversation on AI. According to Bloomberg Intelligence: AI spending is rising faster than corporate executives can track its impact, with only 9% saying they can confidently measure financial returns even as 92% see costs going up next year. As the predictable economics of software subscriptions shifts to agentic AI, two-thirds say AI use, measured in tokens, has at least doubled in a year.
-- Andrew Grant, BloombergNEF Head of Intelligent Mobility, discusses BNEF's passenger car outlook. According to BNEF: Passenger cars are the most significant form of road transport and will remain vital to the way people get around in the coming decades. Global sales continue to rise but peak in 2037 at just under 100 million vehicles in BloombergNEF’s modeling, marking an end to over-a-century of growth.
-Laura Rapaport, Founder & CEO of North Bridge, discusses the state of commercial real estate. NYC office conversions have moved from a niche strategy to a meaningful part of New York City's housing pipeline, with 74 projects permitted so far in 2026 and 122 underway across the city. North Bridge also sees hotels as the next repositioning wave. Hotel sales rose 28% in the first half of the year. Owners under debt and liquidity strain are selling rather than funding brand-required upgrades, drawing buyers willing to renovate. See https://omnystudio.com/listener for privacy information.
Transcribed
15 SEP 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
Matthew Bloxham, Bloomberg Intelligence Senior and Tech Analyst, discusses AI. OpenAI is working with Anthropic PBC and Google DeepMind to address artificial intelligence safety issues, according to Chris Lehane, the global policy chief for OpenAI. President Donald Trump’s opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters’ misgivings about the technology. Trump belittled a push led by Anthropic PBC and OpenAI to slow work on cutting-edge systems, invoking bombastic language to dismiss existential fears about AI as “a hoax.”See https://omnystudio.com/listener for privacy information.
Transcribed
14 SEP 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Sarah Frier, Bloomberg Managing Editor for Technology Coverage, discusses Anthropic, OpenAI, and other AI bosses promising measures to rein in the pursuit of cutting-edge AI models to better understand the risks posed by the technology following a series of security breaches. The two companies' calls to slow down AI development may be resisted by forces in the tech industry, financial markets, and the Trump administration, which has staked its economic agenda on aggressive AI advancement.
-Isabelle Freidheim, Founder and Managing Partner of Athena Capital, discusses artificial intelligence and her outlook for IPOs. She talks about investment opportunities in AI and comments on AI developers calling for an industrywide slowdown in AI development.
-Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest in cruise ship and theme parks. According to Bloomberg Intelligence: Royal Caribbean's $6.9 billion of liquidity at the end of 2Q plus advanced bookings may be sufficient for river cruise and island expansion plans now that company-adjusted leverage is below 3x.
Separately, BI says Six Flags and United Parks' 2026 attendance volumes may decline, according to ALTD <GO> Placer.ai data, despite relatively resilient demand for theme park visits.
-Tom Maloney, Bloomberg Wealth Team Editor, discusses the Bloomberg Big Take story: “Magic Johnson's Insurance Ties Drawn Into Mark Walter Scrutiny.” Mark Walter pioneered how insurance companies invest policyholders' payments. His dealmaking spawned an empire that included some of the world's most famous sports franchises. But now, that empire is under scrutiny.
See https://omnystudio.com/listener for privacy information.
Transcribed
13 SEP 2026 · Doing business with compassion changes what's possible. In this episode of Stewards of Compassion, we learn how compassionate business practices paved the way for B.Grimm's entry in to South Korea and the United States. https://sponsored.bloomberg.com/media/bgrimm/the-stewards-of-compassion-podcast This episode is sponsored by B.GRIMM.See https://omnystudio.com/listener for privacy information.
Transcribed
12 SEP 2026 · Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Centerview Partners Senior Counselor, Council on Foreign Relations President Emeritus, and Former Advisor to Colin Powell & President H.W. Bush Richard Haass and Morgan Stanley Wealth Management Chief Economic Strategist Ellen Zentner.See https://omnystudio.com/listener for privacy information.
Transcribed
11 SEP 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, recaps Oracle, and Adobe's earnings as well as the latest news from Microsoft. Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. The company's data center capacity will have more than 38 gigawatts of capacity in 2032, up from about 12 gigawatts now, according to people familiar with the plans.
- Amanda Gordon, Bloomberg Wealth Reporter discusses the changes in downtown Manhattan after 9/11. Lower Manhattan has evolved from a business district that largely emptied out after work into a hub for housing, culture and nightlife, with the population more than doubling since 9/11. The area has added almost 25,000 residential units since 9/11, and its workforce has diversified, with financial services now representing 25% of downtown's occupied space.
- Jonathan Schanzer, Executive Director at Foundation for Defense of Democracies, discusses the 25 year anniversary of 9/11 attacks. A quarter-century after the Sept. 11, 2001, terror attacks, families returned to the World Trade Center site on Friday to read aloud the names of the dead, marking a milestone anniversary of a tragedy that reshaped America.See https://omnystudio.com/listener for privacy information.
Transcribed
10 SEP 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Emily Cohn, Bloomberg Consumer Team Leader, recaps Macy’s earnings. Macy’s Inc. tumbled after the company’s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company’s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy’s adjusted diluted earnings per share guidance is also below estimates.
-Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, recaps Apple’s iPhone launch. Apple Inc. unveiled the iPhone Duo, the company's first foldable smartphone, which will improve on rivals' foldable models. The iPhone Duo has a 7.6-inch screen, an outer 5.4-inch screen, and will be able to work with the iPad's Apple Pencil stylus, with a cost starting at $1,999. The device will be available for preorder on Oct. 16 in more than 70 countries and regions, ahead of its release on Oct. 23, and will sit at the top of Apple's iPhone lineup.
-Payam Zamani, Founder & CEO of https://www.oneplanetgroup.com, and Author of https://www.amazon.com/Crossing-Desert-Embracing-Difficult-Journeys/dp/1637744609, discusses how purpose is changing capitalism. Payam Coined the term "spiritual capitalism" - the thesis that companies perform better long-term when built around purpose and dignity rather than treating people as economic assets.
-Tyler Reddick, 23XI Racing Driver, discusses the future of racing. Reddick is the first driver since Dale Earnhardt in 1987 – and fourth all-time – to win five of the first nine races of a season in NASCAR’s top division. He won the Goodyear 400 at Darlington Raceway after a day filled with obstacles, becoming the third in NASCAR Cup Series history to win four of the first six races of the season.See https://omnystudio.com/listener for privacy information.
Transcribed
9 SEP 2026 · Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
-Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Chewy earnings and Bloomberg Intelligence’s outlook for pets. Chewy Inc. executives expect consumer spending to remain pressured through the end of the year, with no "meaningful consumer recovery" expected. Chewy narrowed its full-year sales and profitability outlook, expecting net sales between $13.46 billion and $13.57 billion and an adjusted Ebitda margin of 6.7% to 6.8%.
-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses earnings from Jersey Mike’s. According to Bloomberg Intelligence: Jersey Mike's can exceed its 2H same-store sales guidance of 3-4% growth as greater marketing spending, increased digital advertising, more loyalty members and the return of Mike's Hot Italian Sub boost transactions. Management said that comparable sales are up more than 3% quarter to date. We expect greater ad spending in late 3Q and 4Q, and more placements inside NFL games to boost results.
-Randall Williams, Bloomberg Senior Reporter, discusses top business stories. The NFL season kicks off on Wednesday night, with a new international game scheduled for Thursday, and the league has ambitions to add more games and international matchups. LIV Golf filed for bankruptcy protection and Saudi Arabia’s Public Investment Fund has agreed to provide $49.6 million in debtor-in-possession financing.See https://omnystudio.com/listener for privacy information.
Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE...
show more
Listen for investment news and in-depth company research.
Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
show less
Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.
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| Organization | iHeart Podcasts |
| Categories | Business News |
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