Podcasts about bloomberg intelligence

How will agentic AI change the way we shop and reshape retailers' go-to-market strategies? AWS's David Dorf joins Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana on this episode of the Tech Disruptors podcast to discuss intelligent agents' growing impact on retail. Dorf explains how these AI “interns” can reason, use tools, act autonomously and even collaborate, unlocking new possibilities across retail operations. From multi-agent pricing systems and associated task automation to smarter supply chains, retailers are already beginning to apply this next wave of AI. The conversation also explores shopper-facing shifts such as agent-led checkout; answer engines like Rufus, Perplexity, OpenAI and Google; and the ripple effects on advertising, loyalty and answer-engine optimization.

Investors are too sanguine after shrugging off recent debt-market distress, according to Crossmark Global Investments. “My key concern is the complacency,” Victoria Fernandez, the firm’s chief market strategist, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jean-Yves Coupin in the latest episode of the Credit Edge podcast. “Jamie Dimon talks about the cockroaches, but the investors don’t seem to care,” Fernandez says. They also discuss opportunity and risk in the build-out of AI infrastructure, health-care bond spreads, private credit troubles and the performance of values-based investments.See omnystudio.com/listener for privacy information.

In this episode of Product & Packaging Powerhouse, host Megan Young Gamble recaps her experience at Makeup in New York 2025, from day 1 and this episode focusing on day two themes of packaging innovation, sustainability, and beauty tech. She shares actionable insights from industry panels including advances in sustainable packaging (like APC Packaging's patented mono-material droppers and refillable solutions), compliance considerations, smart packaging, and the importance of consumer psychology. Startup brand Rebel Queen's all-in-one curly hair product is highlighted for its minimalistic approach, while expert Roberta Sironi provides a masterclass on mascara packaging, launching an academy for deeper industry education. Megan ties it all together with observations on tech (especially AI's growing role in beauty and packaging), and offers advice for brands considering trade shows, encouraging startups to attend for valuable connections and inspiration. Be sure to check out Day 1 Recap HERE. Access our other podcast episodes mentioned during the episodeInside MakeUp in New York: Day 1 Innovation and Tech” with Megan Young Gamble. Listen HerePackaging Design, Influence, & Integrity" with Vicki Strull, Founder, Vicki Strull Design. Listen HereThe Truth About Stress, Skincare, and Your Immune System” with Dr. Ebru Karpuzoglu, Immunologist and founder of AveSeena and ChicScience Labs. Listen HereRoundtable: Packaging, Plastics & Platforms toward Circular Economy” with Emily Anne Friedman (Recycled Plastics Editor, ICIS), Ryan Fox (Packaging Analyst, Bloomberg Intelligence) and Nicole Toole (Founder of ECGO.) Listen HereHow Connected Packaging Shapes Sustainability and Traceability” with John Dwyer, Smart Packaging Expert at Smurfit Westrock & Maurizio Carano, Innovation & Marketing Director IML @ MCC Label. Listen HereAffiliate & Other Links: [Megan Young Gamble Links][AFFILIATE] Ready to crank out your content in as little as 5 minutes? Use Castmagic, AI powered tool to take your content creation from overwhelmed to overjoyed by saving hours of developing content. Save 20 hours by Signing up today! https://get.castmagic.io/Megan [FREEBIE] Learn about “day in the life” of a Packaging Project Manager → Get our “Starter Packaging PM Freebie” [link] https://glc.ck.page/thestarterpackagingprojectmanager [FREEBIE] Access commonly referenced organizations and tools in ONE PLACE with our handy guide HERE [link] https://bit.ly/OSTPlay Subscribe & Access our Video Vault YouTube Channel [ link] https://bit.ly/GLConYouTubeJoin our Email List [link] https://glc.ck.page/55128ae04b Follow and Connect with Megan on LinkedIn [link] https://linkedin.com/in/megangambleLearn about GLC, Packaging & Project execution firm for CPG brands http://www.getlevelconsulting.comWork with Me @ GLC, Schedule Discovery Call https://calendly.com/getlevelconsulting/15-minute-insight-sessionGot a topic you'd love us to cover? Share your ideas here [link] https://bit.ly/ppptopicformContact details of Jennifer Lehto, Senior Business Development Manager at APC PackagingLinkedin - https://www.linkedin.com/in/jenniferlehtoEmail id - jenniserl@apcpackaging.comRoberta Sironi, Chief Commercial Officer at Pibiplast SpaLinkedin - https://www.linkedin.com/in/roberta-sironi-0636982/Pibiplast academy - https://pibiplast.com/certificationsQuotes and Hooks:  We've always been very conscious about our scalp health because you have to make sure your scalp is clean to help with promoting hair growth.Smart packaging gives each product their own digital passport telling consumers what it is, where it came from and what to do at the end of life.Everybody wants sustainable packaging, but the real question is: what does sustainability mean to you and your brand?Glass is heavier, costs more to ship, and is prone to breakage, so is it really deemed sustainable? Something to think about.I struggled for years to find the perfect curly hair product and I finally created it, an all-in-one that hydrates, defines, and controls frizz. (Bleema, Rebel Queen)Mascara is a really complex product, you need a lot of technicity to make the magic and make the product work. (Roberta Cerroni, Pibi Plast)AI is here to stay, and I use ChatGPT as my daily assistant all the time to help me think through things and shorten cycle times.Would I attend Makeup In New York again? Absolutely. Is it a trade show that I would recommend any company to attend? Absolutely.

“We're the only vendor that really provides that end-to-end suite and the scale and reach that Docusign has — we're able to do this across an incredibly large customer universe.” Docusign CEO Allan Thygesen tells Anurag Rana, Bloomberg Intelligence senior technology analyst. “We're passing 100 million customer contracts uploaded and extracted with AI.” On Thygesen's second visit to the Tech Disruptors podcast, the two recap the advancements Docusign has made since he was last on in 2023. The discussion covers a broad set of growth initiatives for Docusign including its Intelligent Agreement Management (IAM) and AI products, international and US Federal. Thygesen and Rana also debate the fate of the broad software industry and the seat-based pricing model in the age of AI.

“Where your capital is going to create value, that's the area we want to focus on the most. So today we see a lot of that in telecom broadly defined data-center digital-infrastructure financing,” says John Cocke, Partner and Deputy Chief Investment Officer of credit for alternative asset management firm Corbin Capital Partners, discussing opportunities in the credit markets. Cocke joins Bloomberg Intelligence's Stephen Flynn on this episode of the Credit Crunch podcast to talk about Corbin's involvement in a broad range of fixed-income products, including high yield bonds, leveraged loans, mortgage-backed securities, private credit and litigation finance.  The Credit Crunch podcast is part of BI's FICC Focus series.

The outlook for the global container rates isn’t encouraging for fleet owners, with supply expected to outpace demand next year. The Trump administration’s protectionist policies are only complicating matters for the industry. In this Talking Transports podcast, Peter Sand, Xeneta’s chief analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for the liner market. The backdrop will weigh heavily on rates in 2026, with spot declines outpacing longer-term decreases. Though not Xeneta’s main scenario, a reopening of the Suez Canal would increase capacity by about 10-15%, putting additional pressure on rates. Sand also talks about USTR and China port fees, air-freight markets, emerging trade lanes and his love for death metal.See omnystudio.com/listener for privacy information.

“The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid cooling. Underneath, the data-center basic priorities hold -— security as job zero, plus availability, performance, and cost. He also explains why clusters must be fungible between training and inference so accelerators and power never sit idle, and how AWS retrofits existing regions rather than treating AI as a separate build. 

“We were able to show multiple datasets that actually deliver against this vision that antibody drug conjugates can improve on and therefore displace chemotherapy” says Dr. Susan Galbraith, AstraZeneca’s EVP of oncology R&D. Galbraith joins Bloomberg Intelligence analyst Sam Fazeli to break down key findings from ESMO — from early-line HER2 breast cancer data to progress in bladder and lung cancer. She details the promise of Enhertu and Datopotamab, AstraZeneca’s antibody-drug conjugates (ADCs), and how their work may transform cancer treatment in curative settings.See omnystudio.com/listener for privacy information.

Corporate collapse and allegations of fraud hog the headlines, but a slumping US economy is much more troubling for debt markets, according to Monarch Alternative Capital. “There are large portions of the economy that are hurting,” Adam Sklar, the firm’s co-chief investment officer, tells Bloomberg News’ Irene Garcia Perez and Bloomberg Intelligence’s Negisa Balluku in the latest Credit Edge podcast. “That is a more notable element to the corporate-credit story right now than super-loose underwriting or fraud,” Sklar says. They also discuss private credit stress, opportunity in auto, chemicals and packaging debt and risks to software companies.See omnystudio.com/listener for privacy information.

Renewed US-China trade tensions, the impact of tariffs on rare-earth minerals and the growing uncertainty facing markets are among the topics discussed in this episode of Macro Matters, part of Bloomberg Intelligence's FICC Focus series. Host Ira Jersey, BI's chief interest rate strategist, speaks with Ben Emons, founder and CIO of Fed Watch Advisors, about how these developments could influence inflation, unemployment and the Federal Reserve's rate decisions. They also examine gold's surge, global spillovers and what lies ahead for Fed policy and leadership. The Macro Matters podcast is part of BI's FICC Focus series.

“The same was in neuro intervention for aneurysms, it was open clipping or it was endovascular. And I think that’s what’s happening in BCI. So there’s a bunch of craniotomy-based, open BCI companies, and then there’s an interventional approach”, Synchron’s founder and CEO Tom Oxley explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Tom sits down with BI analyst Matt Henriksson for an in-depth interview about the company and how he utilized his experience with minimally invasive endovascular procedures to create its Stentrode as novel way to utilize brain-computer interfaces (BCI) without open brain surgery.See omnystudio.com/listener for privacy information.

A significant challenge of allergen disclosure is that ingredient information is fragmented and frequently changing, while supply-chain tracking isn’t where it needs to be, Foodini cofounder and COO Erica Anderman tells Bloomberg Intelligence in this episode of the Choppin’ It Up podcast. Anderman and cofounder and CEO Dylan McDonnell sit down with BI senior restaurant and foodservice analyst Michael Halen to discuss the impact of California’s new law requiring restaurant chains to disclose major food allergens and how technology can help ease the transition. They also comment on the size of the food-allergy problem, differing regulations around the globe and which states are expected to pass allergy-disclosure legislation next.See omnystudio.com/listener for privacy information.

Japan is emerging as a potential leader in carbon capture, utilization and storage (CCUS) — and is developing another next-generation decarbonization technology: CO2-absorbing concrete. In this episode of the ESG Currents podcast, Bloomberg Intelligence analyst Yasutake Homma speaks with Junichiro Miura, deputy director at Japan’s Ministry of Economy, Trade and Industry, about the current status of CCUS and CO2-absorbing concrete, as well as their future prospects. Why are these technologies critical for achieving a decarbonized society yet still not widely adopted? What are Japan’s plans for international expansion, and what implications could these developments have for industry? This episode was recorded on Oct. 15. See omnystudio.com/listener for privacy information.

Tepid demand, weak rates and rising costs are just some of the challenges facing the North American truckload market. Carriers and drivers also face subpar infrastructure, rising fraud and stricter emission standards. In this Talking Transports podcast, Jim Ward, president of the Truckload Carriers Association, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to discuss how the trade group is working to ease these burdens. They also discuss how Trump administration actions affect non-domiciled commercial driver licenses and English proficiency enforcement. Ward touches on electric and autonomous vehicles, road user fees, parking shortages and his pending retirement.See omnystudio.com/listener for privacy information.

“We're in the first inning right now. In the second inning, you'll see companies really adopting agents, building their own models for consumption within the organization and outward looking to their customers,” Check Point CEO Nadav Zafrir tells Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast. The two discuss the open-platform concept and runtime security as AI reshapes how cybersecurity is deployed. Zafrir also explains his rationale for acquiring Lakera and how consolidation could unfold in SASE and browser security as enterprises look to deploy more AI agents.

“If I were a lender, I would sign a coop with everyone — or mostly everyone — the day after the loan closes, and then just let it sit there.” That's Douglas Mintz's solution to the damaging frenzy that often erupts when word spreads that creditors are organizing ahead of a potential liability management exercise. In a conversation with Bloomberg Intelligence's Negisa Balluku, Mintz, who is a partner in Cadwalader, Wickersham & Taft LLP's Financial Restructuring practice and a member of the firm's Special Situations team, discusses the dynamics between majority and minority creditors, examining how recent rulings in ConvergeOne, Incora and American Tire Distributors are shaping creditor strategies. Prior to that, BI's Phil Brendel and Stephen Flynn examine the current state of the communications sector, which houses the largest share of distressed-debt supply. The podcast concludes with a roundtable discussion on First Brands, Spirit Airlines, New Fortress Energy and Telesat.

“I think we're at this really seminal moment from an industry where we clearly have a major inflection shaping the end-markets. Adobe is not new to inflections. In fact, the arc of time and history of the company and the ability to reinvent ourselves each and every time one of these major inflections happen, to cement our leadership position...it's a part of our heritage,” Adobe CFO Dan Durn explains to Anurag Rana, senior technology analyst at Bloomberg Intelligence. The two explore each of Adobe's product clouds, customer groups and cross-cloud workflows. Durn also outlines a monetization playbook—price x quantity + value—backed by brand-safe Firefly and native model choice (first- and third-party) via generative credits. Additionally, the two cover the enterprise go-to-market, Acrobat and Express upselling, AI-influence in products and capital allocation.

Private credit is better placed than public to avoid blowups being seen in liquid debt, according to Ares Management Corp. “The level and amount of work you can do from a diligence standpoint is dramatically more extensive,” Joel Holsinger, partner and co-head of alternative credit at the company, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “There probably would have been more ability to do some of the work to unearth some of the stuff that has been alleged,” he adds, referring to recent bankruptcies of First Brands and Tricolor. They also discuss significant risk transfers, data-center lending, fund and asset-based finance, as well as philanthropy.See omnystudio.com/listener for privacy information.

Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast Bloomberg Intelligence senior freight transportation and logistics analyst Lee Klaskow hosts a panel with Fredrik Dybwad of Fearnley Securities and Kristoffer Barth Skeie of Arctic Securities. The analysts discuss rates, trade tensions, emissions goals, order books and their top investment ideas across the global marine shipping industry. The panel was recorded at a Bloomberg Intelligence event during London International Shipping Week on Sept. 16.See omnystudio.com/listener for privacy information.

“It’s hard to overemphasize how broken we are in how we care for older adults.” says Seth Sternberg, CEO of Honor. Sternberg joins Bloomberg Intelligence analyst Jonathan Palmer to unpack how Honor’s AI-driven logistics and the Home Instead network tackle the hardest problem in home care: scaling quality. In this episode of the Vanguards of Health Care podcast they dive into matching the right caregiver to the right client, why stability is the No. 1 caregiver need, franchise advantages, and making private‑pay care more affordable for the middle class plus how quality metrics and “defect rates” power growth.See omnystudio.com/listener for privacy information.

“AI has become the new UI,” says Amit Zavery, ServiceNow's president, chief product officer and COO, referring to the user interface as he explains why the company is building an agentic operating system, an AI control tower to govern models and agents and end-to-end orchestration that goes beyond chat to complete work across human resources, IT, customer-service and customer-relationship management. In this episode of the Tech Disruptors podcast, Zavery and Anurag Rana, senior technology analyst at Bloomberg Intelligence, dig into platform strategy, the emerging ServiceNow CRM push and what “autonomous IT” looks like in practice.

It's been a year of change for the world's largest and most popular coffee house, including the shuttering of hundreds of its North American retail stores. But is that a sign of trouble?Or is it an attempt by the new CEO, appointed last year, to turn inwards to its existing locations to revamp the stores they have already?Host Kris McCusker speaks to Mike Halen, the senior restaurant and foodservice analyst for Bloomberg Intelligence, about some of the recent moves by the chain, where it stands among the current trend of choosing independently-owned, neighbourhood cafes and what could be coming next for the coffee giant. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter

Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for both markets. Tanker demand looks promising on increased production from OPEC+ and the backpedaling of various US regions’ environmental and emissions regulations. The supply picture also appears more supportive for dry bulkers, with steadily rising port congestion and about 20% of operational vessels nearing 15-year inspections. We also discuss USTR fees, emissions and supply-demand dynamics.See omnystudio.com/listener for privacy information.

Credit and high yield had a good 2025, despite tariffs and rates volatility as spreads held ground. Will 4Q sustain this resilience and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy, discusses the results of the BI 4Q25 High Yield Investor Survey, along with the market outlook, with Alexis Renault, global head of high yield at Oddo BHF. They discuss the French fiscal problems and trade war's impact on credit, potential ECB action in a sovereign crisis along with distress and default rates. The podcast also covers investor positioning, sentiment, key return drivers, supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors. Credit Crunch is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify.

Pure Storage is disrupting a hard-disk-dominated market by solving the price, power and performance puzzle. Pure Storage CEO Charlie Giancarlo joins Bloomberg Intelligence hardware analyst Woo Jin Ho on this episode of the Tech Disruptors podcast to discuss the company's flash innovations powering enterprise AI and cloud-scale storage. 

The rubber meets the road in Chipotle restaurants and the whole company is focused on improving operations, Chief Brand Officer Chris Brandt tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Brandt sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss the company’s plans to increase traffic and same-store sales. He comments on limited-time offers, Chipotle Rewards, international expansion and the power of influencer marketing.See omnystudio.com/listener for privacy information.

More highly indebted companies will slip into distress as the US economy slows and earnings suffer, according to Aegon Asset Management. “I am bracing for a little more trouble ahead,” Jim Schaeffer, the $380 billion manager’s global head of leveraged finance, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Julie Hung in the latest Credit Edge podcast. “We’re starting to see more and more companies just hitting a wall,” he adds. They also discuss the third-quarter earnings outlook, opportunities in structured finance, how to invest in the debt of beer and food companies, as well as private credit hazards.See omnystudio.com/listener for privacy information.

“When we talk about spine, having 7D, which is a highly differentiable product for deformities, I think it’s giving us the basis to become a real player and help to solve the most complex issues into spine,” Orthofix’s CEO Massimo Calafiore says as he explains the future of spine navigation. In this Vanguards of Health Care episode, Calafiore sits down with Bloomberg Intelligence analyst Matt Henriksson for an in-depth interview about the benefits of its 7D navigation in spine procedures that utilizes camera-based technology combined with machine-vision algorithms, the growth opportunities in specialized orthopedics, including limb preservation and extremity deformity correction, and how he built a new management team from the ground up to tackle these opportunities. See omnystudio.com/listener for privacy information.

Powering brands to boost customer acquisition, retention and monetization by effectively leveraging consumer data is Zeta Global's core mission. In this Tech Disruptors podcast episode, Zeta CEO and cofounder of David Steinberg speaks with Bloomberg Intelligence analyst Niraj Patel about the company's evolution and its key differentiator: being a data- and AI-native platform. He also delves into Zeta's AI agents, the transformation of marketing communication channels and the company's ambitious revenue goals for 2028. Steinberg highlights the importance of its proprietary data cloud, which includes 550 million active users and over 1 trillion ingested signals, the multiplier impact of AI agents and the competitive landscape in the marketing industry. Listen in to hear the challenges and opportunities for growth in an AI-driven world.

South American markets and their emerging economies are giving logistics companies growth opportunities through near-shoring, free-trade zones and rising bulk-export demand. In this Talking Transports podcast, Morten Johansen, DP World Americas’ executive vice president and chief operating officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how the company is positioned to benefit as an end-to-end logistics provider in the region. Many ports in South America are operating at high utilization rates, which could accelerate automation and expansion initiatives. Johansen also talks about expansion opportunities in the Dominican Republic and Brazil, building out its freight-forwarding and contract logistics businesses and how 2026 might shape up. See omnystudio.com/listener for privacy information.

The majority of full-time servers and bartenders should see more money in their pockets due to the recently enacted US tax law, TipHaus’ Chief Operating Officer and co-founder Kirk Grogan tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Grogan sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the legislation might affect employees, employers and service models. He also comments on so-called tipflation, fraud and the elimination of the tipped wage in Washington, DC.See omnystudio.com/listener for privacy information.

October is shaping up to be a pivotal month for crypto ETFs, with 16 applications, many tied to altcoins like Solana, XRP, and Litecoin, awaiting final decisions from the U.S. Securities and Exchange Commission. However, the new SEC-approved generic listing standards for exchange traded products could be a game changer for issuers. In this episode of Byte-Sized Insight, we speak with Zach Pandl, Head of Research at Grayscale, and James Seyffart, ETF Analyst at Bloomberg Intelligence, to unpack what makes this round of filings different, how the SEC's stance may be shifting and what the potential approvals could mean for both investors and the broader crypto market.(01:19) Why October 2025 is deemed “ETF Month”(02:41) Breaking down 19b-4 filings and looming SEC deadlines(03:48) The new generic listing standards that could fast-track crypto ETFs(04:52) How the SEC's stance on crypto shifted after the Gensler era(05:32) Bipartisan support in Washington driving crypto regulation clarity(06:57) Key lessons from Grayscale's ETF battles: putting investors first(08:11) Is there real demand for altcoin ETFs in today's market?(08:29) Solana and XRP ETFs: futures market signals early appetite(09:17) Why basket and index ETFs could shape the future of crypto investing(10:03) Inside the next wave of crypto ETFs: simplified access for investorsThis episode was hosted and produced by Savannah Fortis, @savannah_fortis.Follow Cointelegraph on X @Cointelegraph.Check out Cointelegraph at cointelegraph.com.If you like what you heard, rate us and leave a review!The views, thoughts and opinions expressed in this podcast are its participants alone and do not necessarily reflect or represent the views and opinions of Cointelegraph. This podcast (and any related content) is for entertainment purposes only and does not constitute financial advice, nor should it be taken as such. Everyone must do their own research and make their own decisions. The podcast's participants may or may not own any of the assets mentioned.

“We are investing significantly in dating features right now because that's a really big item people want,” says George Arison, CEO of Grindr, noting that half of users under 35 want to be married. That contrasts with older generations, giving Grindr an opportunity to emphasize long-term relationships as well as casual connections. In this episode of the Tech Disruptors podcast, Arison speaks with Bloomberg Intelligence analyst Nicole D'Souza about how Grindr has avoided the headwinds rivals face from shifting Gen Z dating habits by catering to younger, more affluent users. They also discuss Grindr's ad strategy as the company raises ad load while keeping pricing steady, with plans to boost it through differentiated products and more direct-response advertising.

Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credit, speaking of CLOs generally. Middle-market deals will make up a “larger and larger percentage of CLO issuance,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest episode of the Credit Edge podcast. We also discuss leveraged loan relative value, the outlook for US consumers and casinos, tariff damage and the impact of liability management exercises.See omnystudio.com/listener for privacy information.

“We thought that the folks would only turn on stimulation when they felt faint or lightheaded, but in fact, they’re using the stimulation the entire waking day because the stimulation is stabilizing their blood pressure, more oxygenation is reaching their brain,” Onward Medical CEO Dave Marver explains in this Vanguards of Health Care podcast episode. Marver sits down with Bloomberg Intelligence analyst Matt Henriksson for an in-depth interview about Onward and how its developments differ from other companies that utilize brain-computer interfaces (BCI) by connecting BCI technology to its ARC platform to stabilize blood pressure and restore movement of the human body, instead of simply using the patient’s thoughts to control computer functions. Marver also discusses the initiation of its Empower BP Pivotal study to assess the use of its ARC-IM system to address blood-pressure instability after spinal cord injuries (SCI).See omnystudio.com/listener for privacy information.

According to the IEA’s 2025 Global Methane Tracker, methane is responsible for around 30% of the current rise in global temperature. Mitigating methane, which has more than 80x the warming potential of CO2 over a 20-year period, is critical to addressing climate change. In this episode of ESG Currents, Bloomberg Intelligence’s director of ESG research Eric Kane speaks with Olya Irzak, founder and CEO of Frost Methane, about the company’s efforts to destroy, valorize and measure emissions from manure ponds and other sources. They also talk about the volatility of voluntary carbon markets, raising capital, the current climate policy landscape and more.See omnystudio.com/listener for privacy information.

The US government hurtled toward a Wednesday shutdown as Democrats blocked a Republican stopgap funding package that didn't address their demands, the latest sign that neither party was likely to fold in the final hours before a federal funding deadline. With no more votes planned in the Senate before a midnight deadline, the White House's Office of Management and Budget instructed government agencies to "execute their plans for an orderly shutdown." Despite the risk of a shutdown, US equities notched a second straight quarter of gains. We spoke to is Viraj Patel, Executive VP & Head of Asset Allocation at Fiduciary Trust International.Plus - China's Golden Week starts, with all eyes on consumption over the holiday. Millions are set to travel, shop, and dine during that time period. Their spending data will offer clues on whether deflationary pressures are easing and if policy support is translating into real economic activity. To encourage consumption, city governments are issuing coupons largely targeting autos, dining and tourism, while the central government released service-industry stimulus measures, including extended museum hours and more sports events. For more, we spoke to Catherine Lim, Senior Analyst: Consumer and Technology for Bloomberg Intelligence. See omnystudio.com/listener for privacy information.

The global container shipping market faces three key themes heading into next year: the impact of tariffs on trade flows and demand, structural overcapacity and carriers’ financial resilience, with strong balance sheets buying time to manage near-term risks. In this Talking Transports podcast, Stephane Kovatchev, Bloomberg Intelligence senior cyclical-industrials credit analyst, moderates a panel with Moody’s Daniel Harlid and Fitch Ratings’ Raman Singla examining the outlook for the global containerliner market through a credit lens. Overall, the tone was cautious on container shipping’s 2026 credit metrics. The panel took place at a Bloomberg Intelligence event during London International Shipping Week.See omnystudio.com/listener for privacy information.

“Being able to underwrite a consumer, being able to offer that product to that consumer and then being able to touch that consumer is very, very important,” says Michael Nierenberg, CEO of Rithm Capital, discussing the company's focus on asset classes where it has an edge. Nierenberg joins Bloomberg Intelligence's Noel Hebert and Erica Adelberg on this episode of the Credit Crunch podcast to talk about growth through M&A, changing the market's perception of the company, recent deals for Crestline and Paramount Group, the history and growth of Rithm's mortgage business, and what's next. They also discuss effects of the yield curve and monetary policy, the implications of a low-volatility backdrop and asset classes that require caution. The Credit Crunch podcast is part of BI's FICC Focus series.

Javier López, director CEO de SilverGold Patrimonio, analiza el momento de la plata y el oro y el de otros metales preciosos. ¿Cómo está afectando la volatilidad en la inversión de estos metales? “La volatilidad incrementa las compras del metal físico en detrimento de deuda y renta fija”, asegura el invitado. ¿Qué ventajas ofrece invertir en metales frente a otros activos tradicionales como acciones o bonos? El experto señala que sobre todo ofrece “el potencial de revalorización que tiene, una mayor protección frente al efecto de la inflación que hay y no depender de ninguna agencia de valoración como ocurre con cualquier tipo de activo”. ¿Cómo funcionan los servicios de la compañía dependiendo del tipo de ahorrador que tiene la empresa? “Depende siempre del perfil ante cualquier tipo de opción, consejo y compra. Siempre hemos recomendado diversificar, sobre todo aplicar compras fraccionadas y utilizar el medio y el largo plazo”, afirma el director CEO de SilverGold Patrimonio. Teniendo en cuenta la diversificación ¿Qué porcentaje de una cartera tipo debería estar compuesta por metales preciosos? Javier López nos explica que “el porcentaje que recomiendan siempre es del 20-25% de la totalidad de inversiones, dentro de la cartera recomiendan un 40% de plata, un 40% de oro y un 20% en metales industriales”. De acuerdo con Mike McGlone, estratega senior de materias primas en Bloomberg Intelligence, el paladio se perfila como el metal más prometedor en los mercados, superando próximamente al oro y la plata. Según McGlone, su precio podría alcanzar nuevamente los máximos registrados en 2022, situándose en torno a los 3.400 dólares por onza, lo que implicaría prácticamente duplicar su valor actual. Esto se debe a su alta demanda tanto en la industria de la joyería como, especialmente, en el sector automotriz, que representa aproximadamente el 70% del consumo total del metal.

James Seyffart from Bloomberg Intelligence joins to break down the state of crypto ETFs and their explosive growth.  We cover the rise of Bitcoin and Ethereum ETFs, the debate between ETFs and DATs, and the institutional inflows reshaping the market. James explains how advisors, hedge funds, and sovereign wealth funds are participating, the regulatory hurdles around staking ETFs, and why basket products may be the next big wave.  We also explore the implications of tokenized ETFs, the S&P 500's gatekeeping of crypto companies, and what to watch for in the coming months as approvals and new products hit the market. ------ TIMESTAMPS 0:00 Intro 1:18 DATs vs ETFs 6:18 DATs Final Equilibrium  9:21 ETFs 1-Year Check-in 23:42 Crypto Indexes 30:41 ETF Approval Process 41:03 Solana ETF 44:17 BTC & ETH ETFs 56:11 What's Driving the Price? 59:39 Crypto Companies in the S&P 1:07:17 Blackrock Tokenized ETFs? 1:13:59 Key Outcomes 1:19:14 Closing & Disclaimers ------ RESOURCES James Seyffart https://x.com/JSeyff  https://www.linkedin.com/in/jamesseyffart  Bloomberg Intelligence https://www.bloomberg.com/professional/products/bloomberg-terminal/research/bloomberg-intelligence/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

“Whether or not you're changing your job, your job is changing,” says LinkedIn Chief Product Officer Tomer Cohen, who joins Anurag Rana, senior technology analyst at Bloomberg Intelligence, on this episode of the Tech Disruptors podcast. Cohen discusses how LinkedIn is shifting from a simple matchmaker to a professional companion. They also explore AI that understands career aspirations, assistants that help recruiters, marketers and sellers work smarter, and learning tools that turn the skills reset into an advantage.

There’s opportunity in collateralized loan obligations, according to BlackRock, the world’s largest money manager. “CLO tranches are probably one of the best relative value picks within the credit markets,” James Turner, the firm’s co-head of European fundamental fixed income investment, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tim Riminton in the latest Credit Edge podcast. “You are getting a very good spread and deal pickup there,” he adds. They also discuss opportunities in the auto, health care and defense sectors, how to play chemicals industry debt and the outlook for buyouts, defaults and recoveries in leveraged finance.See omnystudio.com/listener for privacy information.

Mortgage-backed securities may benefit from renewed bank demand as Fed easing improves net interest margins, according to Bloomberg Intelligence mortgage strategist Erica Adelberg. On this Macro Matters edition of the FICC Focus podcast, she joins host Ira Jersey, BI's chief US interest-rate strategist, to discuss mortgage issuance, market structure, the role of cash buyers in housing and how the Fed's balance sheet is likely to affect mortgage supply. They also review research indicating that a significant portion of mortgages originated in recent years can now be refinanced. The Macro Matters podcast is part of BI's FICC Focus series.

“Doctors don’t want pharma reps to buy them dinner, right? They don’t. They want help in the five minutes that really matter,” Viz.ai’s CEO Chris Mansi and Salesforce’s Frank Defesche explain in this Vanguards of Health Care podcast episode. Mansi and Defesche sit down with Bloomberg Intelligence analyst Matt Henriksson to talk about Viz.ai and its agentic AI platform that connects medical scans and images to the right diagnosis and treatment guidelines. Also tune in to learn how the Viz.ai platform aims to partner with Salesforce’s life-science division to improve pharmaceutical point-of-care workflow while providing more personalized care.See omnystudio.com/listener for privacy information.

“What we are really focused on here is building an end-to-end space company,” says Sir Peter Beck, founder and CEO of Rocket Lab. “You can just come to one company that has all of their equipment, at scale and, and just say, look, I need this capability on orbit and we just pull all the things we need to pull off the shelf, put it together, put a spacecraft together and then go and launch it, and can even operate it for customers.” Beck talks with Bloomberg Intelligence's Wayne Sanders about Rocket Lab's vertical-integration structure and soon-to-be-featured medium-launch vehicle, Neutron. The latter comes at a critical time as space-launch cadence increases, demand for on-orbit ca

The global barge industry, a roughly $140 billion market, is critical for moving bulk commodities that fuel economic growth. Freight includes petroleum and related products, coal and agricultural goods. In this Talking Transports podcast, Jason Aristides, OpenTug’s CEO and co-founder, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share how the company is bringing visibility and predictability to the fragmented industry through its AI-fueled platform. This should help both shippers and asset owners make more informed decisions, drive productivity and improve returns. Aristides also talks opportunities for modal share growth, his entrepreneurial journey, infrastructure investments and how he gravitated to the industry.See omnystudio.com/listener for privacy information.

If you’re not paying attention to catering, your restaurants are missing a huge opportunity to drive revenue, Costa Vida President Wade Allen tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Allen sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the fast-casual chain is driving top-line growth. He also comments on technology improvements and the roles that AI and agentic AI are best suited to fill at the restaurant level.See omnystudio.com/listener for privacy information.

In this special roundtable episode of the Product and Packaging Powerhouse, host Megan Young Gamble sat down with industry experts Emily Anne Friedman (Recycled Plastics Editor, ICIS), and Ryan Fox (Packaging Analyst, Bloomberg Intelligence) and Nicole Toole (Founder of ECGO) to unpack definitions of sustainability, the impact of data and technology, consumer education, and policy approaches like EPR. The panel considers how to move toward a more circular economy, while acknowledging the real-world constraints of infrastructure, cost, and market incentives.Affiliate & Other Links: [Megan Young Gamble Links][AFFILIATE] Ready to crank out your content in as little as 5 minutes? Use Castmagic, AI powered tool to take your content creation from overwhelmed to overjoyed by saving hours of developing content. Save 20 hours by Signing up today! https://get.castmagic.io/Megan [FREEBIE] Learn about “day in the life” of a Packaging Project Manager → Get our “Starter Packaging PM Freebie” [link] https://glc.ck.page/thestarterpackagingprojectmanager [FREEBIE] Access commonly referenced organizations and tools in ONE PLACE with our handy guide HERE [link] https://bit.ly/OSTPlay Subscribe & Access our Video Vault YouTube Channel [ link] https://bit.ly/GLConYouTubeJoin our Email List [link] https://glc.ck.page/55128ae04b Follow and Connect with Megan on LinkedIn [link] https://linkedin.com/in/megangambleLearn about GLC, Packaging & Project execution firm for CPG brands http://www.getlevelconsulting.comWork with Me @ GLC, Schedule Discovery Call https://calendly.com/getlevelconsulting/15-minute-insight-sessionGot a topic you'd love us to cover? Share your ideas here [link] https://bit.ly/ppptopicform [Powerhouse Guests Social Links]  1. Emily Anne Friedman - Recycled Plastics Senior Market Editor, Americas ICISLinkedIn: https://www.linkedin.com/in/emilyannefriedman/Company Website: https://www.icis.com/explore/2. Nicole Toole - Founder & CEO at ECGOLinkedIn: https://www.linkedin.com/in/nicole-toole/Company website: https://www.ecgo.co/3. Ryan Fox - Corrugated Packaging Market Analyst at Bloomberg Intelligence Linkedin : https://www.linkedin.com/in/ryandfox/Company website: https://www.green-markets.com/BOX/Index.htmlAdditional Resource: Pizza box recycling - https://www.westrock.com/blog/pizza-box-recycling Here's a great resource to help understand curbside recycling trends. - https://recyclingpartnership.org/residential-recycling-report/ [Podcast] Be a Packaging Steward": Packaging Sustainability, Sales and Intentional Connections with Adam Peek “Packaging Pastor” SVP of Meyers | Host of People of Packaging Podcast. Listen here[Podcast] How Connected Packaging Shapes Sustainability and Traceability” with John Dwyer, Smart Packaging Expert at Smurfit Westrock & Maurizio Carano, Innovation & Marketing Director IML @ MCC Label. Listen hereEpisode Quotes:.It's one thing to give someone a recycling bin, it's another thing for them to actually treat it like one. - EmilyYour PCR, which is post-consumer recycled content, is very important, but you also have to ask, where is that recycled material coming from and what's the overall carbon footprint? - EmilyUltimately when we think about shifting people's behavior, it's adopting the values of waste stewardship and ensuring products have the best end-of-life process. - NicoleThe biggest barriers are incentives and confusion, so we built technology to make it easy, local, and rewarding. - NicoleEvery year, corrugated captures about 35 million tons of old containers and turns them into a brand-new version that circularity is sustainability. - RyanOne of the challenges is inspiring people at home to take a bigger role in recycling. That's where the biggest difference will come. - RyanSometimes the greenest thing from a greenhouse gas perspective is actually plastic, but it's the one that gets hit the hardest. - Ryan

The Securities and Exchange Commission voted on Wednesday to approve proposed rule changes by three national securities exchanges, enabling them to adopt generic listing standards for new cryptocurrency and other spot commodity exchange-traded products. The commission vote removes the last remaining hurdle to dozens of new spot ETFs tied to cryptocurrencies ranging from solana to XRP. ~This Episode is Sponsored By Coinbase & Sui~Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRONSui delivers the benefits of Web3 with the ease of Web2 - Visit ➜ https://bit.ly/SuiWebsiteGuest: James Seyffart, CFA, CAIA ETF Research Analyst Bloomberg Intelligence00:00 Intro00: 10 Sponsor: Coinbase00:45 Coinbase in DC02:00 Brian Armstrong vs JP Morgan04:14 Ethereum & Wall Street05:40 Bitcoin ETF rotation into Ethereum?07:15 ETF floodgates now open08:35 XRP ETF launch10:45 Altcoin ETF apetite11:45 Thoughts on the FOMC13:45 David Tepper: Are we heading towards a disaster?14:20 2026 predictions17:45 Outro#Crypto #Bitcoin #XRP~Crypto ETF Floodgates Open!