Episodes
The world’s largest technology companies soared in late trading after stellar results from Microsoft and Google’s parent Alphabet fueled confidence in the market’s most-influential group. For instant reaction and analysis, plus a look ahead to what's next, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with James Cakmak, Technology Analyst at Clockwise Capital.  See omnystudio.com/listener for privacy information.
Published 04/25/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.    David Kirkpatrick, Founder of Techonomy, recaps Meta earnings, and also previews Alphabet and Microsoft earnings. Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss economic data in U.S. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business” talks about today’s market selloff. James Abate, Managing Director & Chief Investment Officer, at Centre Asset...
Published 04/25/24
Published 04/25/24
Meta Platforms Inc. increased its spending estimates for the year and projected second quarter sales that were below Wall Street’s expectations, once again raising questions about whether its futuristic tech bets will pay off for investors. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News contributor Jon Erlichman and Bloomberg Intelligence senior analyst Mandeep Singh for instant analysis and reaction.   See omnystudio.com/listener for privacy information.
Published 04/24/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing earnings. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, recaps Tesla earnings. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to preview Meta earnings and discuss the potential impact of a TikTok ban. Gregory Korte, Bloomberg News White House and...
Published 04/24/24
Tesla says it will accelerate the launch of more affordable models after reporting worse-than-expected profit and revenue for a third consecutive quarter. Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology co-host Ed Ludlow for instant analysis and reaction.  See omnystudio.com/listener for privacy information.
Published 04/23/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Apple's iPhone sales falling in China. Garrett Nelson, Vice President and Senior Equity Analyst at CFRA Research, previews Tesla earnings after the closing bell. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS earnings. Chris Williamson, Chief Business Economist, at S&P...
Published 04/23/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloomberg Intelligence Senior Telecom Analyst, talks about Verizon earnings. Anurag Rana, Bloomberg Intelligence Technology Analyst, and Sunil Rajopal, Bloomberg Intelligence Senior Software Analyst, will discuss why Salesforce’s takeover talks with Informatica are said to be cooling off. Sylvia...
Published 04/22/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, joins to talk Blackstone earnings. From the BloombergNEF annual energy and climate summit, Paul and Alix speak with David Crane, Under Secretary for Infrastructure at the U.S Department of Energy, Pedro Pizarro, President and CEO OF...
Published 04/19/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, joins to talk about L'Oreal earnings. Ethan Bronner, Bloomberg Israel Bureau Chief and Senior Mideast Editor, discusses the latest on Mideast tensions. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Netflix earnings. Nicole Webb, Senior Vice President, Financial Advisor at Wealth Enhancement Group, discusses her outlook for the...
Published 04/19/24
Netflix posted its best start to the year since 2020, attracting more new customers than anyone expected thanks to a strong slate of original programs and a crackdown on password sharing. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec discuss with Bloomberg Surveillance co-host Paul Sweeney, Bloomberg earnings reporter Redd Brown and Bloomberg Intelligence senior US media analyst Geetha Ranganathan for reaction and analysis. See omnystudio.com/listener for privacy information.
Published 04/18/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses existing home sales data. Dana Peterson, Chief Economist at the Conference Board, discusses the latest data from US Leading Economic Index. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Alaska Air earnings. Mark Douglas, President and CEO of MNTN, previews Netflix earnings after the closing bell. Paul...
Published 04/18/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla asking shareholders to vote again on its compensation package for Elon Musk. Jeff Gustavson, President of Chevron New Energies, to discuss why Chevron believes the future of energy is lower carbon. Andy Vesey, President and CEO of Fortescue Industries, discusses hydrogen. Anna Mascolo, Shell Executive Vice President, discusses the company’s strategic approach to...
Published 04/17/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanley earnings. David Crane, Under Secretary for Infrastructure, at the U.S Department of Energy (DOE) discusses a recent grid modernization report launched by the DOE. Pedro Pizarro, Edison President and CEO, talks about Edison modeling for a net-zero economy by 2045. Amanda Peterson Corio, Global...
Published 04/16/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla’s layoffs and management shakeup. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, discusses the geopolitical implications of Iran’s attack on Israel. Ben Emons, Senior Portfolio Manager, Head of Fixed Income at NewEdge Wealth, discusses the latest on the markets. Ellen Wald, President of Transversal Consulting, joins to...
Published 04/15/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s India iPhone output. Sheridan Prasso, Bloomberg News Senior Investigations Writer, talks about the Bloomberg Big Take story: “Iran’s Better Stealthier Drones Are remaking Global Warfare.” George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses Boeing deliveries. Ryan Fisher, Bloomberg...
Published 04/12/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alex Longley, Bloomberg Oil Trader Reporter, discusses oil prices jumping as Israel braces for a possible attack from Iran. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Hessam Nadji, CEO of Marcus & Millichap, joins to discuss recent U.S...
Published 04/12/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jason Kelly, Bloomberg Originals Chief Correspondent, and former baseball star Alex Rodriguez discuss the latest episode of the new podcast ‘The Deal with Alex Rodriguez and Jason Kelly.' Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Amazon's shareholder letter. Bloomberg News Personal Finance Reporters Paulina Cachero and Francesca Maglione, talk about the Bloomberg Big Take...
Published 04/11/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple’s iPhone output in India. Frances Donald, Global Chief Economist and Strategist for Manulife Investment Management, discusses U.S CPI data. Shana Sissel, President and CEO at Banríon Capital Management, joins to discuss her outlook on the markets. Jeffrey Cleveland, Chief Economist at Payden & Rygel, joins to discuss U.S CPI data, and his outlook for...
Published 04/10/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst,  discusses Boeing's first quarter deliveries. David Havens, Bloomberg Intelligence Senior Credit Analyst, discusses L’Occitane and Blackstone reportedly nearing a deal to take the skin-care company private. Ruben Hovhannisyan, Generalist Portfolio Manager in TCW’s fixed income group, discusses the latest from the fixed income space....
Published 04/09/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, talks about Jamie Dimon's Annual Letter, and looks ahead to this week’s bank earnings. Ryan Fisher, Bloomberg BNEF EV Charging Team Leader, talks about how EV charging companies are finally turning a profit. Ann Berry, Founder and Managing Partner at Threadneedle, discusses the latest on the markets.Julie Fine, Bloomberg Texas Bureau...
Published 04/08/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney’s annual shareholder meeting. Tim Craighead, Bloomberg Intelligence Research Director for Content, discusses 10 companies to watch in the second quarter. Steve Man, Global Autos and Industrials Research Analyst, talks about Tesla deliveries. Matt Winkler, Editor in Chief Emeritus at Bloomberg News, discusses his column on...
Published 04/05/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Brandon Sapienza, Bloomberg Deputy Team Leader for US and International Breaking News, discusses breaking news of the NY area being hit by the biggest quake in 140 years. Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the March jobs report and employment trends. Grace Lee, Senior Portfolio Manager for Columbia Threadneedle, discusses her outlook for the markets. Tom Gimbel, Founder and CEO at LaSalle...
Published 04/05/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, joins to recap Disney's annual shareholder meeting. Todd Becker, President and CEO at Green Plains, joins the program to discuss the latest in the energy space. Erik Schatzker, Bloomberg New Economy Editorial Director, discusses his column: “Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.” Anurag Rana, Bloomberg Intelligence Technology Analyst,...
Published 04/04/24
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anthony Nieves, Chair of the ISM Services Business Committee, discusses ISM Services data. Tim Craighead, Bloomberg Intelligence Research Director for Content, talks about his column on “Houses, Hotels, Software and Tires: 10 Companies to Watch Now.” Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets.  Matt Winkler, Bloomberg News Editor and Chief Emeritus, joins to discuss his...
Published 04/03/24