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Podcast · 414 episodes

Bloomberg Intelligence

by Bloomberg · English

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.

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Apple Is Ready to Make Long-Awaited Push Into Smart-Home MarketApple’s planned smart-home push via a hub device (code-named J490) to centralize control (e.g., heating) and revive HomePod/Siri strategy; FTC scrutiny of AI safety (OpenAI, Anthropic) and how it…30 Sep 2026 · 22 min · 8 chapters
Smart Ring Maker Oura Delays IPOThe episode is a Bloomberg Intelligence discussion of (1) Oura’s delayed U.S. IPO and what it signals for the IPO market, and (2) broader AI and media-company context.29 Sep 2026 · 23 min · 18 chapters
Nvidia Boosts Share Buyback Program by $150 BillionThe episode covers AI’s business impact and enterprise adoption, Nvidia’s $150B share buyback and what it signals for AI spending, plus other market themes including Meta/Muse, Suno music, a…28 Sep 2026 · 28 min · 18 chapters
What The Bond Selloff Means For Your Wallet & Simplifying Finance For Your FamilyA Bloomberg Money roundtable on what the bond selloff and higher interest rates mean for households—especially mortgages, 401(k)s, and retirement planning—plus broader personal-finance takeaways and…26 Sep 2026 · 48 min · 32 chapters
Muse Powers Meta to Cusp of $2 Trillion in Best Month Since 2013The episode covers two themes: (1) the AI “agent” race and (2) bond-market yields.25 Sep 2026 · 18 min · 10 chapters
Meta Introduces Palm-Sized Device to Use Muse AIThe episode covers (1) Meta’s new “Muse” palm-sized device that lets users interact with its Muse AI agent via always-listening voice, with cloud processing and 24/7 “persistent” task execution…24 Sep 2026 · 19 min · 12 chapters
Disney+ Price to Jump 13% to $21.49 Per MonthThe episode is a Bloomberg Intelligence discussion focused on inflation pressures hitting consumer and media businesses, starting with Disney+ raising its price 13% to $21.49/month.23 Sep 2026 · 22 min · 16 chapters
Meta’s New Muse AI App Makes Shopping EasierBloomberg Intelligence discusses Meta’s free Muse AI shopping app and “agentic” AI that can act end-to-end, plus a separate segment on AI’s impact on cybersecurity.22 Sep 2026 · 17 min · 14 chapters
Paramount to Settle Lawsuits Against WBD DealThe episode is a Bloomberg Intelligence media segment on Paramount Skydance’s proposed acquisition of Warner Bros. Discovery and a potential settlement with California and other states.21 Sep 2026 · 19 min · 9 chapters
The Bank of Mom & Dad; College Sports Going Pro & The Return of the Suit“Bank of Mom & Dad” and how families increasingly rely on grandparents for living costs and college; college sports going pro via Name-Image-Likeness and stadium/amenity revenue; plus finance…19 Sep 2026 · 44 min · 27 chapters
Buffett Steps Down as Berkshire Chair, Ending Six-Decade RunBerkshire Hathaway leadership transition; outlook for property/casualty insurance stocks; college sports revenue and regulation; AI music and sports business branding.18 Sep 2026 · 19 min · 10 chapters
Boeing Lays out Challenges AheadThe episode is about two separate business topics: Boeing’s production and delivery challenges, and Take-Two Interactive’s outlook for GTA VI.17 Sep 2026 · 18 min · 11 chapters
Instant Reaction: Fed Chair Kevin Warsh on Fed PolicyInstant reaction to Federal Reserve Chair Kevin Warsh’s press conference after a 25 bps rate hike, with emphasis on “timelier” progress toward 2% inflation, hawkish implications for additional hikes,…16 Sep 2026 · 35 min · 14 chapters
Instant Reaction: The Fed DecidesImmediate reaction to a unanimous Fed decision to raise the benchmark rate 25 bps to 3.75–4.00%, with the Fed signaling a “timelier” return to 2% inflation while pushing the 2% target out to 2029.16 Sep 2026 · 31 min · 14 chapters
AI Fears Mount on CEO Calls for SlowdownThe episode focuses on mounting AI concerns alongside U.S. government pressure to keep advancing AI quickly, plus how “agentic AI” raises new risks. It discusses David Sachs (U.S.16 Sep 2026 · 22 min · 11 chapters
OpenAI Says It’s Working With Anthropic, Google on AI SafetyThe episode discusses OpenAI’s collaboration with Anthropic and Google on AI safety, political pressure to keep investing in AI, and how AI safety “guardrails” might affect demand and IPO timing.15 Sep 2026 · 8 min · 6 chapters
AI Bosses Risk Clash With Wall Street and Trump Over SafetyThe episode discusses a debate over whether AI “bosses” should slow down development of large language models due to safety and cybersecurity risks, amid public skepticism and ongoing security…14 Sep 2026 · 22 min · 14 chapters
Stewards of Compassion: Growing a Business Through Compassion (Sponsored Content)How Begrim, Thailand’s oldest company (150 years in 2028), expanded renewable energy from Thailand to South Korea and the United States using trust, partnerships, and long-term thinking; framed as…13 Sep 2026 · 6 min · 5 chapters
Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security(1) market snapshot and inflation/rate-hike expectations; (2) how energy-driven inflation, gas/diesel costs, and debt politics affect the economy and elections; (3) foreign policy “begins at home”…12 Sep 2026 · 35 min · 18 chapters
Microsoft Plans Data Center Push to Triple Its Computing PowerThe episode is a Bloomberg Intelligence discussion focused on AI infrastructure and data centers, plus brief segments on AI skills and post-9/11 Lower Manhattan.11 Sep 2026 · 20 min · 12 chapters
Macy’s Falls on Guidance Despite Sales Beat, Better OutlookThe episode is a Bloomberg Intelligence podcast covering multiple segments.10 Sep 2026 · 23 min · 15 chapters
Chewy Shares Slump as Executives Say Consumers Remain PressuredThe episode is a Bloomberg Intelligence earnings and industry discussion plus other sports/business segments.9 Sep 2026 · 16 min · 7 chapters
GE to Buy Consolidated Precision Products for $11.75 BillionThe episode is a Bloomberg Intelligence market roundup focused on aerospace M&A, tech/AI deals, AI-driven storage demand, and hedge-fund capacity.8 Sep 2026 · 22 min · 12 chapters
Introducing: Bloomberg MoneyIntroduction to Bloomberg Money, Bloomberg’s weekly Friday podcast focused on explaining how markets and the economy affect personal finances.7 Sep 2026 · 1 min