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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 swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. 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 swing state Georgia. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses UPS becoming the primary air cargo provider for USPS. Erik Schatzker, Bloomberg New Economy Editorial Director, talks about his Big Take piece: Hubris at Hertz Doomed Its Massive Bet on 100,000 Teslas.”

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.

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: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to analyze markets, companies and industries.

Bloomberg Intelligence

Disney Shareholder Meeting, Tesla Deliveries Miss

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/edb3389c-c99e-4b8d-848e-b149012f9e2d/transcript

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 Policy at Veda Partners, discusses EU reciprocal tariffs and Greenland. EU tariff rates may revert back to 20% or higher as Trump threatens takeover of Greenland and puts the EU-US trade deal reached last year at risk of collapse.

-Marc Champion, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column: “Europe Can’t Afford a Throwdown Over Greenland.” The author suggests that Europe should consider the consequences before launching a trade war with the US over Donald Trump's attempt to acquire Greenland.

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.&rsquo;s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood&rsquo;s most iconic entertainment companies. -Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses EU reciprocal tariffs and Greenland. EU tariff rates&nbsp;may revert back to 20% or higher&nbsp;as Trump threatens takeover of Greenland and puts the&nbsp;EU-US trade deal reached last year at risk of collapse. -Marc Champion, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column: &ldquo;Europe Can&rsquo;t Afford a Throwdown Over Greenland.&rdquo; The author suggests that Europe should consider the consequences before launching a trade war with the US over Donald Trump's attempt to acquire Greenland.

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b76b8c11-68ec-4802-a439-b3d801257397/transcript

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. 

Hosts: Scarlet Fu and Alexandra Semenova

On 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 entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker’s artificial intelligence technology, including the Siri voice assistant. 
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses ‘Lululemon’ Athletica saying its’ fourth-quarter sales would land at the higher end of its 2025 guidance.
- Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly.
- Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts.
- Travis Hess, CEO of Commerce, discusses how AI is changing shopping.


Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

 

 

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.&nbsp; Hosts: Scarlet Fu and Alexandra Semenova On this podcast: - George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, &amp; Airlines Analyst, discusses Delta Airlines earnings. - Matthew Boyle, Bloomberg Senior Management Reporter, discusses the Bloomberg Big Take story: &ldquo;The CEO Playbook to Navigating Trump.&rdquo; - Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Alphabet&rsquo;s Google confirming that it has entered a multiyear deal with Apple. This will allow Alphabet to power the iPhone maker&rsquo;s artificial intelligence technology, including the Siri voice assistant.&nbsp; - Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses &lsquo;Lululemon&rsquo; Athletica saying its&rsquo; fourth-quarter sales would land at the higher end of its 2025 guidance. - Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals Analyst, discusses Nvidia investing $1 Billion in a AI drug laboratory With Eli Lilly. - Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta job cuts. - Travis&nbsp;Hess, CEO of Commerce, discusses how AI is changing shopping.
 Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
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BI Weekend:  Delta Earnings, Google-Apple Deal, Lululemon Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4159027e-eb76-43ca-9273-b3d4014647c4/transcript

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, discusses JB Hunt Transport Services reporting quarterly revenue that missed estimates, underscoring continued weakness in freight demand. Sales were weighed down by a decline in its intermodal division, its largest unit, as well as revenue drops in its integrated capacity solutions.

-Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands. Saks Global Enterprises filed for Chapter 11 bankruptcy protection, a humbling turn in a chapter of the iconic luxury retailer’s history marked by mounting losses, flagging turnaround efforts and substantial merger-related debt.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his research on US restaurant sales. According to Bloomberg Intelligence: December economic data reinforce view that US restaurant same-store sales will accelerate in 1H on easier comparisons, cheaper gas prices and relief from new tax rules.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, &nbsp;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, discusses JB Hunt Transport Services reporting quarterly revenue that missed estimates, underscoring continued weakness in freight demand. Sales were weighed down by a decline in its intermodal division, its largest unit, as well as revenue drops in its integrated capacity solutions. -Rania Sedhom, Managing Partner at Sedom Law Group, discusses the hidden cost of retail bankruptcy for luxury consumers and brands. Saks Global Enterprises&nbsp;filed for Chapter 11 bankruptcy protection, a humbling turn in a chapter of the iconic luxury retailer&rsquo;s history marked by mounting losses, flagging turnaround efforts and substantial merger-related debt. -Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses his research on US restaurant sales. According to Bloomberg Intelligence: December economic data reinforce view that US restaurant same-store sales will accelerate in 1H on easier comparisons, cheaper gas prices and relief from new tax rules.

Trump  Moves to Have Tech Giants Pay for Surging Power Costs 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4d6d4033-5903-42af-bf3a-b3d401287d99/transcript

Disney Shareholder Meeting, Tesla Deliveries Miss

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