David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks reporter for Bloomberg, on Deutsche Bank considering 40% permanent work-from-home policy. Hosted by Paul Sweeney and Vonnie Quinn. 

David Kotok, Chairman &amp; Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks reporter for Bloomberg, on Deutsche Bank considering 40% permanent work-from-home policy. Hosted by Paul Sweeney and Vonnie Quinn.

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

Reviving Immigration Is Key To U.S. Turnaround: Kotok

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2a7477e1-9b04-488e-94f6-ae3c00366b41/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy agreeing to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clustered in Virginia.

-Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&C Insurance, discusses 13F filings. According to Bloomberg Intelligence: Berkshire Hathaway's first 13F under CEO Greg Abel suggest more willingness to commit to tech stocks than under Warren Buffett, with the purchase of roughly $12.5 billion in Alphabet stock. This is likely to add volatility but add exposure to potential gains from AI and other emerging technologies. 

-Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses a recent survey from Bloomberg Intelligence on the transition to Kevin Warsh as Fed Chair. According to BI: A significant majority of market participants expect the Treasury yield curve to steepen as Kevin Warsh takes the helm of the Fed. This appears to be the result of a similar share seeing Warsh as relatively dovish compared with his predecessor, Jerome Powell, though not an outright dove. Respondents see scope for eventual shifts in the Fed's policy framework, yet assign low odds to a $1 trillion-plus balance-sheet reduction.

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy agreeing to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clustered in Virginia. -Matthew Palazola, Bloomberg Intelligence, Senior Analyst, P&amp;C Insurance, discusses 13F filings. According to Bloomberg Intelligence: Berkshire Hathaway's first 13F under CEO Greg Abel suggest more willingness to commit to tech stocks than under Warren Buffett, with the purchase of roughly $12.5 billion in Alphabet stock. This is likely to add volatility but add exposure to potential gains from AI and other emerging technologies. -Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses a recent survey from Bloomberg Intelligence on the transition to Kevin Warsh as Fed Chair. According to BI: A significant majority of market participants expect the Treasury yield curve to steepen as Kevin Warsh takes the helm of the Fed. This appears to be the result of a similar share seeing Warsh as relatively dovish compared with his predecessor, Jerome Powell, though not an outright dove. Respondents see scope for eventual shifts in the Fed's policy framework, yet assign low odds to a $1 trillion-plus balance-sheet reduction.

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ee0e4994-3a7d-45e2-91b7-b44e011176a1/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses Cerebras Systems shares jumping 68% in its trading debut after raising $5.5 billion in the year’s largest IPO. This illustrates investors’ surging appetite for artificial intelligence data centers and the chips running them.

-- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses tech. Figma gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. Apple's partnership with OpenAI has become strained, with OpenAI preparing possible legal action due to the AI startup not seeing the expected benefits from the deal.

-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing appearing to have secured an order from China during US President Donald Trump's visit to the country, but details on numbers, aircraft type, and timing are unclear.

- Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. Sheldon Adelson’s son-in-law, Patrick Dumont, has big plans for the Dallas Mavericks and the city. Also, a group led by Silver Lake executive Egon Durban is acquiring 25% of the Las Vegas Raiders, according to people familiar with the matter.

Watch Paul and Scarlet LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu - Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discusses&nbsp;Cerebras Systems shares jumping 68% in its trading debut after raising $5.5 billion in the year&rsquo;s largest IPO. This illustrates investors&rsquo; surging appetite for artificial intelligence data centers and the chips running them. -- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses tech. Figma gave an outlook for revenue in the current period that topped analysts&rsquo; estimates, touting early traction from charging users directly for AI features. Apple's partnership with OpenAI has become strained, with OpenAI preparing possible legal action due to the AI startup not seeing the expected benefits from the deal. -Sid Philip, Bloomberg Chief Correspondent for Global Aviation, discusses Boeing appearing to have secured an order from China during US President Donald Trump's visit to the country, but details on numbers, aircraft type, and timing are unclear. - Randall Williams, Bloomberg Business of Sports Reporter, discusses the top business sports stories. Sheldon Adelson&rsquo;s son-in-law, Patrick Dumont, has big plans for the Dallas Mavericks and the city. Also, a group led by Silver Lake executive Egon Durban is acquiring 25% of the Las Vegas Raiders, according to people familiar with the matter.

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ee0bb4a-3553-4dcc-966b-b44b01136681/transcript

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

Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith

- Ryan Vlastelica, Bloomberg Equities Reporter, discusses earnings from Cisco Systems.  Cisco Systems  jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.

- Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump/Xi summit and how it impacts tech. President Trump has landed in China for the much anticipated summit with Xi where the two are scheduled to meet on Thursday and Friday, arriving at a critical moment for the tech cycle as geopolitics, chip export policy, and surging demand for compute are colliding, making the outcome critical for Nvidia, hyperscalers, and the greater tech ecosystem.

- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest Bloomberg Intelligence travel survey. According to BI: At 65%, personal-safety concerns peaked in BI's US travel survey conducted April 17-28 amid the Middle East conflict, US policies towards visas and other geopolitical tensions. This may be affecting how much people travel internationally, as seen in a decline in respondents from the survey conducted in November.

Watch Paul and Scarlet LIVE every day on YouTube:&nbsp;<a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith - Ryan Vlastelica, Bloomberg Equities Reporter, discusses earnings from Cisco Systems. &nbsp;Cisco Systems &nbsp;jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. - Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the Trump/Xi summit and how it impacts tech. President Trump has landed in China for the much anticipated summit with Xi where the two are scheduled to meet on Thursday and Friday, arriving at a critical moment for the tech cycle as geopolitics, chip export policy, and surging demand for compute are colliding, making the outcome critical for Nvidia, hyperscalers, and the greater tech ecosystem. - Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses the latest Bloomberg Intelligence travel survey. According to BI: At 65%, personal-safety concerns peaked in BI's US travel survey conducted April 17-28 amid the Middle East conflict, US policies towards visas and other geopolitical tensions. This may be affecting how much people travel internationally, as seen in a decline in respondents from the survey conducted in November.

Cisco Jumps Most Since 2011 on Sales Outlook 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/301ecef4-3b0a-409e-8223-b44a0113adae/transcript

Reviving Immigration Is Key To U.S. Turnaround: Kotok

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