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

Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space.

Hosts: Paul Sweeney and Alix Steel

Watch Alix and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp; Gene Munster, Managing Partner at Deepwater Asset Management, joins to discuss Chinese AI startup DeepSeek's new model raising questions about the dominance of US tech companies like Nvidia. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses today's DeepSeek news and market impact. Josh Pantony, CEO of Boosted.ai, discusses DeepSeek news and the AI space. Hosts: Paul Sweeney and Alix Steel

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

Global Tech Selloff, DeepSeek Buzz 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c386ca9-9d09-4546-92ce-b27201216c7f/transcript

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.

-Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.

By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.

On this edition:
Paul and Matt speak with:

-Craig Trudell, Bloomberg Global Autos Editor, on Tesla.

- Erin Keating, Cox Automotive Executive Analyst, on EVs.

-Amir Vexler, Centrus Energy CEO & President, on nuclear energy and AI demand.

-Paul Larbey, Bango CEO, on the latest at Warner Bros. Paramount.

Watch Scarlet and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.
-Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg. By Tesla&rsquo;s count, analysts on average expect the company to deliver&nbsp;422,850 cars&nbsp;in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop. On this edition: Paul and Matt speak with: -Craig Trudell, Bloomberg Global Autos Editor, on Tesla. - Erin Keating, Cox Automotive Executive Analyst, on EVs. -Amir Vexler, Centrus Energy CEO &amp; President, on nuclear energy and AI demand. -Paul Larbey, Bango CEO, on the latest at Warner Bros. Paramount.

Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/27291874-7aa8-4bc3-940f-b3c3011b9f6b/transcript

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

On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.

-Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.

Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made progress in talks on Sunday with Ukrainian counterpart Volodymyr Zelenskiy at Mar-a-Lago. Zelenskiy said he asked Trump for 30 to 50 years of security guarantees.

Paul and Caroline speak with:

- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, on oil.
- Mike Regan, Bloomberg News Managing Editor for Equities, on Michael Burry, founder of Scion Asset Management, the AI trade and big trades of 2025.
- Katherine Chiglinksy, Bloomberg News Investing Team Leader, on the Bloomberg Big Take story: “It’s Revenge of the Banks’ as Private Creditors Lose Their Edge.”
- Mina Fahmi, Sandbar Co-Founder & CEO, on the company’s AI-powered smart ring product and AI.

Watch Scarlet and Paul LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.
On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde.
-Oil&nbsp;reversed Friday&rsquo;s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year. Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made&nbsp;progress&nbsp;in talks on Sunday with Ukrainian counterpart&nbsp;Volodymyr Zelenskiy&nbsp;at Mar-a-Lago. Zelenskiy said he asked Trump for 30 to 50 years of security&nbsp;guarantees. Paul and Caroline speak with: - Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, on oil. - Mike Regan, Bloomberg News Managing Editor for Equities, on Michael Burry, founder of Scion Asset Management, the AI trade and big trades of 2025. - Katherine Chiglinksy, Bloomberg News Investing Team Leader, on the Bloomberg Big Take story: &ldquo;It&rsquo;s Revenge of the Banks&rsquo; as Private Creditors Lose Their Edge.&rdquo; - Mina Fahmi, Sandbar Co-Founder &amp; CEO, on the company&rsquo;s AI-powered smart ring product and AI.

Oil Pushes Higher With Ukraine Talks and China’s Pledge in Focus 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7dab5179-bbc9-4d16-a795-b3c201212c32/transcript

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

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook
- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026
- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps
- Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid.
- Beth Kowitt, Bloomberg Opinion Columnist, on Inside Walmart’s Masterclass in Reputation Rehab
-  Connie Chung, award-winning journalist and news anchor, recent author of her memoir "Connie" on the changing media/news landscape

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: Paul Sweeney and Scarlet Fu. On this podcast: - Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on <a data-destination="bb:NSN T73THFKIP3IA">North America Consumer Hardlines 2026 Outlook</a> - Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026 - Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil &amp; Gas on <a data-destination="bb:DOCV RES T71YJMKIUPTK">2026 Outlook: US Natural Gas E&amp;Ps</a> - Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid. - Beth Kowitt, Bloomberg Opinion Columnist, on <a data-destination="bb:NSN T5Z432GPQQ71">Inside Walmart&rsquo;s Masterclass in Reputation Rehab</a> - &nbsp;Connie Chung, award-winning journalist and news anchor, recent author of her memoir "Connie" on the changing media/news landscape 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.

BI Weekend: Homebuilder Sentiment, Natural Gas Outlook, Connie Chung

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/04d0c863-e96a-48f6-8c40-b3bf01734421/transcript

Global Tech Selloff, DeepSeek Buzz

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