President Donald Trump’s first 100 days in office have brought major tariff, tax and regulatory actions that have roiled global markets and diplomacy. Bloomberg Intelligence analysts hosted a webinar on May 1 to discuss how these evolving policies will shape sectors, markets and companies — from banks like Bank of America and Citigroup, retailers like Walmart and Kroger as well as technology providers Apple and Google — through the remainder of 2025.

President Donald Trump&rsquo;s first 100 days in office have brought major tariff, tax and regulatory actions that have roiled global markets and diplomacy. Bloomberg Intelligence analysts hosted a webinar on May 1 to discuss how these evolving policies will shape sectors, markets and companies &mdash; from banks like Bank of America and Citigroup, retailers like Walmart and Kroger as well as technology providers Apple and Google &mdash; through the remainder of 2025.

Votes and Verdicts is a series that examines the intersection of business, policy and law. It features conversations between Bloomberg Intelligence's team of litigation and policy analysts and thought leaders discussing legal and policy issues affecting markets and business decisions across many sectors.

Votes and Verdicts is a series that examines the intersection of business, policy and law. It features conversations between Bloomberg Intelligence's team of litigation and policy analysts and thought leaders discussing legal and policy issues affecting markets and business decisions across many sectors.

Votes & Verdicts

Trump’s First 100 Days, Trade, Taxes and More

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8fe99afa-3b8b-4f6f-80fa-b2d100ceeca5/transcript

As a fragile ceasefire hangs in the balance and US–Iran tensions enter a critical new phase, the world and markets are watching to see what comes next. In this episode of Votes and Verdicts, Bloomberg Intelligence’s senior defense analyst and retired Army Colonel Wayne Sanders joins us to discuss the war’s next steps. We examine key issues that will be the subject of negotiations during the ceasefire, including the Strait of Hormuz and the unresolved nuclear issue. We also discuss geopolitical takeaways for China, Russia and NATO, and how companies like Lockheed Martin, RTX, Boeing, Northrop Grumman and L3Harris can benefit from potential US military funding.

As a fragile ceasefire hangs in the balance and US&ndash;Iran tensions enter a critical new phase, the world and markets are watching to see what comes next. In this episode of Votes and Verdicts, Bloomberg Intelligence&rsquo;s senior defense analyst and retired Army Colonel Wayne Sanders joins us to discuss the war&rsquo;s next steps. We examine key issues that will be the subject of negotiations during the ceasefire, including the Strait of Hormuz and the unresolved nuclear issue. We also discuss geopolitical takeaways for China, Russia and NATO, and how companies like Lockheed Martin, RTX, Boeing, Northrop Grumman and L3Harris can benefit from potential US military funding.

Ret. Col. Wayne Sanders on the Iran War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4ed7a508-d578-48fd-a86e-b42800ac6aa2/transcript

Prediction markets are rapidly moving from niche curiosity to the center of the financial conversation. Once seen as speculative side bets, they’re increasingly viewed as powerful tools for hedging risk and pricing real-world probabilities — from elections and economic data to public policy decisions. And yet, despite the buzz, 88% of US-based activity still sits squarely in sports markets. So what happens next? Listen to this replay of Bloomberg Intelligence’s webinar from March 17 for a dynamic discussion on the future of this fast-evolving market and why major financial players including ICE, Robinhood, Coinbase and CME are stepping into the arena.

Prediction markets are rapidly moving from niche curiosity to the center of the financial conversation. Once seen as speculative side bets, they&rsquo;re increasingly viewed as powerful tools for hedging risk and pricing real-world probabilities &mdash; from elections and economic data to public policy decisions. And yet, despite the buzz, 88% of US-based activity still sits squarely in sports markets. So what happens next? Listen to this replay of Bloomberg Intelligence&rsquo;s webinar from March 17 for a dynamic discussion on the future of this fast-evolving market and why major financial players including ICE, Robinhood, Coinbase and CME are stepping into the arena.

Betting on Prediction Markets — Path Ahead

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c53ef46c-5a32-47ec-9b4a-b4200102d95f/transcript

Can the FCC take away broadcast licenses because the Trump administration doesn’t like how TV stations cover the Iran war? Does the First Amendment have anything to say about it? In this episode of the Votes and Verdicts podcast, Bloomberg Intelligence TMT litigation and policy analyst Matt Schettenhelm sits down with Brent Skorup of the Cato Institute. They discuss President Donald Trump and FCC Chairman Brendan Carr’s recent threats to revoke broadcast licenses based on coverage of the Iran war. They consider the applicable FCC rules, how the First Amendment applies differently to broadcasters and the likelihood that the Supreme Court will take up these questions.

 

Can the FCC take away broadcast licenses because the Trump administration doesn&rsquo;t like how TV stations cover the Iran war? Does the First Amendment have anything to say about it? In this episode of the Votes and Verdicts podcast, Bloomberg Intelligence TMT litigation and policy analyst Matt Schettenhelm sits down with Brent Skorup of the Cato Institute. They discuss President Donald Trump and FCC Chairman Brendan Carr&rsquo;s recent threats to revoke broadcast licenses based on coverage of the Iran war. They consider the applicable FCC rules, how the First Amendment applies differently to broadcasters and the likelihood that the Supreme Court will take up these questions.
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Cato’s Skorup on Risks to Broadcast Licenses

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ec7047f5-cbbf-4baf-93b7-b41a013904c5/transcript

Trump’s First 100 Days, Trade, Taxes and More

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