Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market performance this year and next. Jennifer Lee, BMO Capital Markets Senior Economist, talks about the outlook for the US economy and potential for a soft landing. Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, joins to talk about the holiday shopping season and what to expect from the consumer in 2024. Hosted by Paul Sweeney and Caroline Hyde. 

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market performance this year and next. Jennifer Lee, BMO Capital Markets Senior Economist, talks about the outlook for the US economy and potential for a soft landing. Julie Van Ullen, Chief Revenue Officer at Rakuten Rewards, joins to talk about the holiday shopping season and what to expect from the consumer in 2024. Hosted by Paul Sweeney and Caroline Hyde.

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.

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: <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

Geopolitics, EM, and Consumers

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Watch Paul and Scarlet 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, on Walt Disney raising prices on several of its streaming subscriptions, with users being notified as early as Wednesday, according to people familiar with the matter.
Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Royal Caribbean Cruises agreeing to buy a 50% stake in Sandals Resorts International for about $3 billion, a deal that will give the cruise operator access to its all-inclusive resorts across the Caribbean.
Emily Cohn, Bloomberg Consumer Team Leader, on General Mills leaning into new products higher in protein and fiber as the company works to restore sales growth after a wave of earlier price cuts.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
<ul>
<li>Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on&nbsp;Walt Disney raising prices on several of its streaming subscriptions, with users being notified as early as Wednesday, according to people familiar with the matter.</li>
<li>Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, on Royal Caribbean Cruises agreeing to buy a 50% stake in Sandals Resorts International for about $3 billion, a deal that will give the cruise operator access to its all-inclusive resorts across the Caribbean.</li>
<li>Emily Cohn, Bloomberg Consumer Team Leader, on General Mills leaning into new products higher in protein and fiber as the company works to restore sales growth after a wave of earlier price cuts.</li>
</ul>

Disney+ Price to Jump 13% to $21.49 Per Month

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8882ef87-81c9-4a49-9592-b4ce01128c6d/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Mandeep Singh, Bloomberg Intelligence Global Head: Technology Research, on Meta Platforms Inc.’s new artificial intelligence agent, Muse, has quickly risen to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants.

- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, on Donald Trump dismissed calls for an international agreement to put guardrails around the development of artificial intelligence, brushing off concerns about the dangers of frontier models going rogue. 

- Sherrod DeGrippo, VP of Threat Intelligence for Unit 42, on the secretary general of the United Nations stepped up his calls for regulation of AI to avert a dystopian future of rampant corporate power and killer robots. Antonio Guterres used his final address to world leaders at the UN General Assembly to sound the alarm about the dangers of AI, arguing that the rapid advance of frontier models risk undermining nation states.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu
- Mandeep Singh, Bloomberg Intelligence Global Head: Technology Research, on Meta Platforms Inc.&rsquo;s new artificial intelligence agent, Muse, has quickly risen to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants. - Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, on Donald Trump dismissed calls for an international agreement to put guardrails around the development of artificial intelligence, brushing off concerns about the dangers of frontier models going rogue.&nbsp; - Sherrod DeGrippo, VP of Threat Intelligence for Unit 42, on the secretary general of the United Nations stepped up his calls for regulation of AI to avert a dystopian future of rampant corporate power and killer robots. Antonio Guterres used his final address to world leaders at the UN General Assembly to sound the alarm about the dangers of AI, arguing that the rapid advance of frontier models risk undermining nation states.

Meta’s New Muse AI App Makes Shopping Easier

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4ee5a12f-ebd6-4003-9014-b4cd01141143/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Geetha Ranganathan, Bloomberg Intelligence media analyst, on Paramount Skydance has reaching a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery.

 - Ed Price, Senior Non-Resident Fellow at New York University, previews the UN General Assembly meeting

- Henry Eaton, BNEF US natural gas analyst, on Natural gas playing a critical role in meeting data center power demand. It will supply about 69% of power needed by new grid-connected facilities in BNEF’s various scenarios. On-site gas generation adds further demand as developers seek faster energization. Data center power demand is projected to reach 194 gigawatts by 2035 – making the power sector the second-largest driver of US natural gas demand growth through 2035, behind liquefied natural gas (LNG) exports – increasing pressure on gas producers to scale supply

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Geetha Ranganathan, Bloomberg Intelligence media analyst, on Paramount Skydance&nbsp;has reaching a settlement with California and other states suing to block its proposed acquisition of&nbsp;Warner Bros. Discovery.
&nbsp;- Ed Price, Senior Non-Resident Fellow at New York University, previews the UN General Assembly meeting
- Henry Eaton, BNEF US natural gas analyst, on Natural gas playing a critical role in meeting data center power demand. It will supply about 69% of power needed by new grid-connected facilities in BNEF&rsquo;s various scenarios. On-site gas generation adds further demand as developers seek faster energization. Data center power demand is projected to reach 194 gigawatts by 2035 &ndash; making the power sector the second-largest driver of US natural gas demand growth through 2035, behind liquefied natural gas (LNG) exports &ndash; increasing pressure on gas producers to scale supply

Paramount to Settle Lawsuits Against WBD Deal 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e230940-0a23-49fd-a136-b4cc011076fa/transcript

Geopolitics, EM, and Consumers

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