logo
episode-header-image
Sep 2022
32m 50s

$6 Trillion Fund Nightmare; NY's Pot Pow...

bloomberg
About this episode

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:


Hawkish Fed Fuels $6 Trillion Nightmare for Active Mutual Funds -- Eric Balchunas explains how renewed hawkishness adds to the nightmare year for some types of funds.


New York Pot Sales Make the Northeast a Budding Industry Power -- Kenneth Shea says the state's move could hasten cannibis approval in neighboring Connecticut and Pennsylvania.


EPS Takes: Inflation Peak Creates Tricky Timeline for Stocks -- Gina Martin Adams explains why she expects even more weakness in the equity markets because of earnings.


Italy Vote Could Leave ECB Between Devil and the Deep Blue Sea -- Huw Worthington says the foreign flight from Italian debt could overwhelm the ECB's plans.


Stricter Rules for GNMA Mortgages May Curtail Supply and Speeds -- Erica Adelberg lays out the impact of stricter requirements for mortgage-backed issuance.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

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. Run {BI <GO>}. 

See omnystudio.com/listener for privacy information.

Up next
Aug 22
Here's Why China Can’t Sort Out Its Property Market Mess
China’s property market has been in a downward spiral for five years, with little sign of the crisis abating. Even after the collapse of real estate giant Evergrande, values are continuing to plummet. Households in financial distress are being forced to sell properties, and apart ... Show More
7m 50s
Aug 15
Here's Why AI Isn't Taking Your Job, Yet
A growing body of research is pointing to the drastic changes artificial intelligence will bring to the workforce, with predictions of millions of jobs being created and lost. According to analysis of recent US labor market data, AI does not appear to be causing a slowdown in hir ... Show More
10m 42s
Aug 8
Here's Why Big Tech's Soaring Valuations Have Some Worried
The world's biggest technology companies have reported another period of strong earnings, adding to the recent rally in their share prices. Microsoft became only the second company to reach a $4 trillion valuation. Some market watchers are concerned that the valuations of the so- ... Show More
9m 54s
Recommended Episodes
May 2024
US Inflation Ebbs for First Time in Six Months in Relief for Fed
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith, Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Bloomberg Economics US economist Stuart Paul discuss the US core consumer price index cooling ... Show More
52m 58s
Mar 2024
Powell Reiterates Fed Needs More Confidence on Inflation to Cut
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Markets Reporter Abigail Doolittle recap Federal Reserve Chair Jerome Powell's testimony before US lawma ... Show More
39m 18s
Jul 2022
Bloomberg Wall Street Week: July 15, 2022
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, David Bianco, DWS Americas CIO & Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, wrap up the week in the markets. Greg Fleming, ... Show More
32m 23s
Jun 2024
Bloomberg Businessweek Weekend: June 7th, 2024
Featuring some of our favorite conversations of the week from our daily radio show “Bloomberg Businessweek.” Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 106.1 FM Boston, Bloomberg 960 AM San Francisco, WDCH 99.1 FM in W ... Show More
1h 17m
May 2024
Bloomberg Businessweek Weekend - May 3rd, 2024
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek." Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 106.1 FM Boston, Bloomberg 960 AM San Francisco, WDCH 99.1 FM in W ... Show More
1h 12m
Apr 2024
Bloomberg Businessweek Weekend - April 12th, 2024
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek." Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 106.1 FM Boston, Bloomberg 960 AM San Francisco, WDCH 99.1 FM in W ... Show More
1h 14m
Mar 2023
What Does The Collapse of Silicon Valley Bank Mean For Your Money?
The biggest bank failure since the 2008 financial crisis is stoking fears of a larger financial meltdown across regional US banks. Silicon Valley Bank, a key lender for startups and the tech industry, collapsed last week. As regulators take over, many people around the country ar ... Show More
21m 31s
May 2024
Bloomberg Businessweek Weekend: May 10th 2024
On this special edition of the Bloomberg Businessweek Weekend edition, we hear some of our favorite conversations from the Milken Institute Global Conference from Beverly Hills, California.  Featuring Carol Massar, Romaine Bostick and Tim Stenovec.  Conversations include: Ron O'H ... Show More
1h 15m
Jun 2024
Bloomberg Businessweek Weekend - June 28th, 2024
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek." Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 106.1 FM Boston, Bloomberg 960 AM San Francisco, WDCH 99.1 FM in W ... Show More
1h 18m
May 2024
Trump Hush Money Trial Closing Arguments
Featuring: Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial. Saira Malik, CIO of Nuveen discusses the latest movers on the markets. Charlie Ripley, Senior Investme ... Show More
23m 54s