Podcasts about bloomberg intelligence

Since last year, Google has had 40x growth in Gemini use on its Vertex AI platform, highlighting the pace of demand in AI, says Will Grannis, chief technology officer of Google Cloud. In this episode of Tech Disruptors, Grannis sits down with Bloomberg Intelligence senior analyst Mandeep Singh to talk about the variety of use cases with large-language-model deployments. They discuss the company's Ironwood TPU launch to give an end-to-end stack perspective around inferencing workloads, and what it means for cloud demand.

Where we were with trade talks six weeks ago and where we are now are very different and that trajectory will continue over the next six weeks to six months, Align Public Strategies’ Founding Partner Joe Kefauver tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Kefauver sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss why he thinks the worst of the tariff showdown is behind us. He also comments on tax cuts, the MAHA movement’s progress and a recent study on the impact of the FAST Act.See omnystudio.com/listener for privacy information.

“We exist to solve prior authorization so patients can get the care they deserve,” says Dr. Jeremy Friese, founder and CEO of Humata Health. Friese joins Bloomberg Intelligence health-care analyst Jonathan Palmer to discuss how Humata’s AI-driven technology is transforming one of health care’s most notorious administrative headaches. They cover how Humata connects deeply into medical records, helps both providers and payers streamline approvals and is expanding into specialty pharmacy. Friese also shares his journey from Mayo Clinic radiologist to serial entrepreneur — and why he believes solving back-office burdens can unlock better patient care.See omnystudio.com/listener for privacy information.

C'est un bras de fer juridique historique qui se joue à Washington. Le département de la Justice américaine, bien décidé à mettre fin au monopole présumé de Google sur la recherche en ligne et la publicité numérique, envisage désormais une mesure radicale : forcer le géant californien à se séparer de son navigateur vedette, Google Chrome.Accusé d'écraser la concurrence en verrouillant l'accès à son écosystème, Chrome serait devenu, selon les autorités, bien plus qu'un simple navigateur. Il serait la véritable porte d'entrée vers la galaxie Google : publicité ciblée, collecte de données, services en ligne… tout y passe. D'où cette idée de rupture nette. Et depuis que cette hypothèse circule, une question agite la tech : combien vaut réellement Chrome ? Une estimation initiale, signée Bloomberg Intelligence, évoquait une fourchette entre 15 et 20 milliards de dollars. Mais lors du procès, Gabriel Weinberg, patron du moteur de recherche DuckDuckGo, a lancé un pavé dans la mare : pour lui, Chrome pourrait valoir jusqu'à 50 milliards de dollars. Une évaluation « à la louche », certes, mais qui aligne le navigateur sur des transactions XXL comme le rachat de Twitter par Elon Musk (44 milliards) ou d'Activision par Microsoft (près de 69 milliards).Plusieurs acteurs majeurs seraient déjà intéressés par une potentielle acquisition : OpenAI, Perplexity, Yahoo… Mais une question demeure : qui pourrait vraiment s'offrir Chrome sans en perdre l'essence ? Car c'est là que l'ironie frappe. Chrome, c'est aussi un logiciel open source. N'importe quel éditeur peut déjà s'en inspirer, comme le font Opera, Brave ou Edge. Ce qui a vraiment de la valeur, c'est la base des 3 milliards d'utilisateurs qui gravitent autour de l'écosystème Google. Sans l'accès aux services maison — moteur de recherche, YouTube, Maps ou Gmail — que reste-t-il ? Un simple navigateur, certes puissant, mais vidé de sa magie. La vente de Chrome, si elle a lieu, pourrait donc s'avérer être un cadeau empoisonné, privant l'acquéreur de ce qui fait vraiment sa force : le lien invisible mais puissant qui unit chaque clic à l'univers Google. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Machine learning, generative AI and other technology innovations have the ability to drive safer and more efficient supply chains. Freight-transportation markets are in the early stages of leveraging AI’s capabilities which will be transformational in the years to come. In this Talking Transports podcast, Dr. Yossi Sheffi, director of the MIT Center for Transportation & Logistics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the opportunities these new technologies can bring and what it takes for wider adoption. Dr. Sheffi also talks tariffs, autonomous vehicles, warehouse robots, value-added tax (VAT) and how his real-world experience as an entrepreneur helps him to be better in the classroom.See omnystudio.com/listener for privacy information.

Though we've covered the coming (and in some ways already here) technology revolution for the municipal space in many prior episodes, our latest focuses more on the practical application of Artificial Intelligence. In other discussions with vendors, AI has been used to help scale businesses to prime them for growth. In this instance, AI is being used to hopefully generate alpha and provide an edge to the market. In this episode of Masters of the Muniverse, Eugene Grinberg, CEO and co-founder of SOLVE, joins Bloomberg Intelligence's Eric Kazatsky and Karen Altamirano. 

Risky corporate debt markets have room to fall further to reflect the damage of ongoing trade wars, according to BlackRock, the $11.6 trillion money manager. “We’re likely to see spreads widen from here as we see further deterioration in risk assets,” Mitch Garfin, the firm’s co-head of leveraged finance, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “If this uncertainty continues for another quarter, two quarters, three quarters — that could lead to a more significant downturn.” Garfin and Schiffman also discuss private credit relative value, distressed exchanges, technology sector opportunities, portfolio trading and auto sector risk.See omnystudio.com/listener for privacy information.

Tariff-induced uncertainty has rapidly altered the cost of capital for companies across all sectors, with potential for wider spreads to persist. Carlos Mendez, Co-Founder and Managing Partner at Crayhill Capital Management, joins Bloomberg Intelligence's Noel Hebert and Sam Geier on this episode of Credit Crunch to dive into the firm's focus on commercial finance and renewable infrastructure asset-based lending, and the insulation its defensive approach provides. We discuss Crayhill's recently announced oversubscribed fund, market dislocations and private credit competition, along with technological adoption and tools for dealing with stress.

“This isn’t just an incremental shift, it’s a drastically different treatment dynamic,” says Rob Barrow, CEO of MindMed. On this episode of Vanguards of Health Care, Barrow speaks with Bloomberg Intelligence analyst Jean Rivera Irizarry about how MM120, a pharmaceutically optimized form of LSD, could transform the treatment landscape for anxiety and depression. They explore MindMed’s unique no-therapy approach to psychedelic trials, the design of its pivotal Phase 3 studies, and how it’s navigating regulatory hurdles to bring this once-taboo drug class into the mainstream.See omnystudio.com/listener for privacy information.

"It’s very important to understand that we need to deliver sustainability, not simply be passionate about it," says Eric Lim, managing director and chief sustainability officer at United Overseas Bank, our first guest from Asia on the ESG Currents podcast. Lim joins Conrad Tan, Bloomberg Intelligence’s ESG integration analyst for Asia-Pacific, to discuss what the ESG backlash means for companies' sustainability efforts, the role of banks in driving sustainable practices in different industries, and the nature-climate nexus and business dependencies on natural capital. They also talk about the importance of aligning with ecosystem partners to enhance impact in a region spanning myriad political structures and development priorities. This episode was recorded on April 2, 2025.See omnystudio.com/listener for privacy information.

Poor order accuracy is a fast way to lose customers and gain one-star reviews, Ovation’s CEO and Founder Zack Oates tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Oates sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss why even though most customer complaints are about food, it’s more important for restaurants to address grievances about accuracy and service. He also comments on why a bad review is a gift. See omnystudio.com/listener for privacy information.

Fraud in the trucking industry has become a major issue for carriers, brokers and shippers alike. The Transportation Intermediaries Association (TIA) estimates that freight fraud costs supply chains over $1 billion annually in the US. The pandemic, market-participant anonymity and ease have helped spark a new wave of cargo theft. In this Talking Transports podcast, Michael Caney, chief commercial officer of Highway, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how the company’s technology-based platform is fighting abuse in the industry. Caney also talks about types of fraud, the importance of knowing your customer, double brokering, dispatch services, rising costs for truckers and how stumbling into the freight-brokerage industry led him to Highway.See omnystudio.com/listener for privacy information.

“I think people should stop thinking about contact centers as a thing that is sort of about being responsive and reactive, and instead, really how do we fundamentally change the way you think about the way you talk to customers,” says Pasquale DeMaio, Amazon Web Services' vice president of Amazon Connect. “In that sense, I think the status quo is really our competition.” In this episode of the Tech Disruptors podcast, DeMaio and Anurag Rana, Bloomberg Intelligence's senior technology analyst, touch on several pressing topics related to contact center-as-a-service, among them being AI automation, data integration challenges and the shifts in enterprise and end-user expectations for customer service.

Tariff chaos has tossed retailers into a crisis similar to Covid in 2020, leaving them unable to plan ahead, according to AlixPartners, the financial advisory and global consulting firm. “It’s a little crazy and retailers are canceling orders,” Holly Etlin, a partner at the firm and restructuring veteran, tells Bloomberg News’ Reshmi Basu and Bloomberg Intelligence’s Stephen Flynn in the latest Credit Edge podcast. There’s a “real crisis, everybody going nuts,” she added, referring to pricing, inventory and shipping decisions that retailers are trying to make. Etlin also discusses the impact of elevated bankruptcy costs, the outlook for more coercive liability management exercises, how retailers are using asset-based loans as a lifeline and the turnaround of Tailored Brands.See omnystudio.com/listener for privacy information.

“Health care is finally ready to operate at information speed,” says Jonathan Bush, co-founder and CEO of Zus Health. Bush joins Bloomberg Intelligence analyst Jonathan Palmer to explain why he believes health care is poised for a digital transformation. He unpacks how Zus uses AI and FHIR-native tools to pull patient data from fragmented sources, clean it and serve it back to providers in actionable form. From uncovering the “fire in the trash” to helping doctors identify high-risk patients before costs spike, Bush shares what it means to be a modern health-tech platform and why he came out of retirement to build it. They also discuss the early customers driving growth, lessons from Athenahealth and why gross margin, not buzz, is the new benchmark for digital health.See omnystudio.com/listener for privacy information.

The episode kicks off with breaking economic news: while Canada's overall inflation slowed to 2.3% in March, food inflation surged to a staggering 3.2%—a monthly jump not seen since 1983. Sylvain attributes the spike to Ottawa's counter-tariffs, rising ingredient costs, and shifting sourcing strategies as Canadian grocers de-Americanize their supply chains. This backdrop leads into a discussion on recent Caddle research indicating that 61% of Canadians are willing to pay more for local products—an unprecedented level of national loyalty that presents both opportunity and urgency for domestic producers.Listeners also get a sneak peek at the upcoming release of the Canadian Food Sentiment Index, sponsored by MNP, which shows growing trust in Canada's food industry. Michael and Sylvain then pivot to the controversial topic of GLP-1 drugs like Ozempic, raising critical questions about childhood obesity, pharmaceutical influence, and the implications for food industry giants like Nestlé and Mondelez.The second half of the episode features Elysabeth Alfano, CEO of VegTech Invest and host of two sustainability-focused podcasts. Elysabeth unpacks how her ETF invests in publicly traded companies that are accelerating food systems transformation—emphasizing impact, liquidity, and innovation over startup hype. She shares candid takes on the realities of lab-grown meat, the risks of insect protein, and why countries like Singapore and Israel are leading the charge in food security and innovation.Elysabeth also weighs in on the role of policy, pointing to rising geopolitical instability and trade tensions—especially in the U.S.—as a catalyst for investment in food innovation. From precision fermentation to biosecurity risks, she outlines why now is the time for bold moves in food tech and ESG investing.With both news and expert insights, this episode offers a comprehensive look at the forces reshaping what we grow, invest in, and consume.About Elysabeth Elysabeth Alfano is the CEO of  VegTech™ Invest , the Advisor to a publicly traded Food Innovation ETF.  Run by sector experts, VegTech™ Invest drives capital to those companies innovating for a resilient, sustainable and less damaging food supply system through its educational tools and financial product. It, thus, positively impacts Climate Change and biodiversity loss.Elysabeth is an expert in investing in food systems transformation and speaks internationally on the intersection of investing, sustainability, and our global food supply system. She has spoken at the U.N. Global Leaders Compact Summit, the United Nations Climate Change Summit, SXSW, COP27 and COP28, Yale University and Northwestern University, several Bloomberg Intelligence events and has done a myriad of TV interviews including Bloomberg TV and Ameritrade TV. Elysabeth began her career with Kellogg Company working on Special K and Frosted Mini-Wheats before acting as Chief Investment Officer for a small family office. A graduate of Northwestern University and the Thunderbird School of Global Management, Elysabeth consults and advises C-Suite Executives on the sustainable food industry landscape, direction and whitespaces.  Lastly, Elysabeth hosts the  Plantbased Business Hour , a podcast which features the CEOs and business leaders in the industry.  The Plantbased Business Hour is considered “The Gold Standard” for those who want to understand, participate in, and capitalize on the growing Plant-based Innovation sector. She is the voice of sustainability in the invment community hosting the Upside & Impact: Investing for Change on Advisorpedia.Elysabeth contributes to ESG Clarity, WGN Radio, Vegconomist Magazine, CAIA, ETFCentral.com Advisorpedia and FinTechTV on a regular basis. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

“I don't think that we've seen the full potential of these deals. What we're going to see … in the coming years [is] sponsors and companies actually needing to execute on these third-party deals,” says Natasha Tsiouris, a partner at Davis Polk & Wardwell LLP, about keeping the threat of the “deal away” alive in evolving liability management transactions. Tsiouris, in a conversation with Bloomberg Intelligence analysts Negisa Balluku and Phil Brendel at the Wharton Restructuring & Distressed Investing Conference, shared her perspective on the future of liability management, the mounting pressures on the “deal away,” the shift toward lender consensus and the arrival of private credit restructurings.  The State of Distressed Debt podcast is part of BI's FICC Focus series.

US tariffs won't change the cyclical journey in tech, with artificial intelligence set to be the dominant force for years to come the same way the Internet was, according to Rodrigo Liang, CEO of SambaNova, which builds AI hardware and software platforms. Liang joins Bloomberg Intelligence's analyst Mandeep Singh on the Tech Disruptors podcast to discuss SambaNova's cloud's differentiation for inferencing workloads. They also talk about the demand for AI infrastructure, adoption of open-source large-language models and focus on power efficiency as AI compute remains scarce.

The global container-liner industry is facing increased uncertainty stemming from the protectionist measures coming out of Washington. Trade between Asia and North America accounts for about 13% of global container trade, with the majority from China to the US. In this Talking Transports podcast, Thomas Lister, CEO of Global Ship Lease, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about its fleet of small-to-midsize containerships could provide some insulation from the growing trade war between the US and China. Lister also talks tariffs, the potential for fees places on Chinese-built ships, the orderbook, remaining disciplined through the cycle, capital allocation and how he talked his way into the marine-shipping industry following graduation from university.See omnystudio.com/listener for privacy information.

Wide intraday-trading ranges across markets highlight risks on the downside and sensitivity to any positive news on the upside. In this edition of the All Options Considered podcast, Tanvir Sandhu, Bloomberg Intelligence's chief global derivatives strategist, discusses tariff-led cross-asset volatility. Measures of equity convexity have spiked and spot-volatility reactivity has increased. Rates volatility has surged, but it's still below 2022-23 hike-cycle levels.

Building relationships is fundamental to turning around middle-market companies, according to SierraConstellation Partners (SCP) Founder and CEO Lawrence Perkins, as employees are “in the center of the bullseye [and] doing the work every day, taking the calls from the vendors, taking the calls from the analyst, the private equity sponsor...the direct lender.” In his feature interview with Bloomberg Intelligence analysts Noel Hebert and Phil Brendel (7:36), Perkins shares he's encountering more “distressed by accident” lenders these days, courtesy of the private credit boom, than the “distressed on purpose” ilk. He delves into the differences between Chapter 11, Article 9 sales, and Assignment for the Benefit of Creditors (“ABC”). Prior to that, Hebert and Brendel open up with thoughts on April's market whiplash. The podcast concludes with BI's Negisa Balluku joining them for a roundtable discussion on Hertz, J&J, Ardagh, Franchise Group, Yellow Corp and Telesat (67:28). Links mentioned in the podcast: https://www.distressedinvestingconference.com/media-night.html

Artificial intelligence is opening up new possibilities for computer simulation, offering lower costs and expedited processes in manufacturing, pharmaceuticals, financial services, energy and other industries. In this episode of the Tech Disruptors podcast, Jim Scapa, founder and former CEO of Altair, speaks with Bloomberg Intelligence analyst Niraj Patel about the company's portfolio expansion and broader customer reach beyond these verticals. He discusses the major consolidation drivers in simulation technology that have fueled recently announced M&A, including Siemens-Altair. Scapa offers his insight on Altair's unique pricing model, differentiators among simulation-software technologies, customer retention, the impact of third-party generative-AI models, instantaneous design and simulation enabled by AI technology, and more.

Global market turmoil opens a window for credit investors in companies with too much debt, according to London-based Aptior Capital, which specializes in distressed debt and rescue finance. “All this volatility, it throws up even more opportunities,” founder Rudi Singh tells Bloomberg News’ Giulia Morpurgo and Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “These are very good businesses and it really has been the old adage of good company, bad cap structure.” Morpurgo and Alamutu also discuss the firm’s target of 20% returns, a shift to Europe by US investors, liability management, real estate and auto sector stress. This episode was recorded on April 2.See omnystudio.com/listener for privacy information.

Authentic Restaurant Brands wants to be national, but it’s going to get there by being regional across the country, CEO Alex Macedo tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Macedo sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss the company’s unique strategy of acquiring strong regional brands and helping them improve sales and profit instead of supercharging unit growth. He also comments on the M&A market and why it’s become increasingly difficult to scale up national brands in a cost-effective way. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS . See omnystudio.com/listener for privacy information.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest James Seyffart, ETF Research Analyst at Bloomberg Intelligence. Listen in as they discuss what's happened with ETFs amid this past week's market turmoil, the meaning of terms like ‘bearish but long' and ‘Vanguard put,' and how they relate to current investing trends, where most ETF flows are going, ETF trading volumes by asset class, key indicators to watch for gauging market sentiment, whether James sees any signs of market strain from the ETF lens, thoughts on new products that short leveraged ETFs, the influx of crypto ETF filings, whether the SEC will greenlight staking for crypto ETFs, the pros and cons of gaining crypto exposure through public corporation vehicles versus ETFs, the collapse in Grayscale's Solana Trust premium and what it signals for SOL ETFs, how institutional investors are thinking about Bitcoin, the crypto market outlook for the second half of the year, the recent divergence between Bitcoin and crypto equities, and more.

The mortgage market may be on the brink of major transformation amid freshly implemented tariffs, proposed deregulation and the potential privatization of Fannie Mae and Freddie Mac. In this episode of Credit Crunch, Bloomberg Intelligence's Noel Hebert and Sam Geier are joined by Deepak Narula, founder and co-chief investment officer of Metacapital Management, to explore emerging opportunities in mortgage-backed securities (MBS). They discuss the negative convexity profile for the asset class, prepayment impacts, stagflation scenarios, utilizing machine learning models, Fannie Mae and Freddie Mac going private and more.

"The idea is you could use AI and technology to help understand this data such that we can quantify it much more so, so that it can lead to much more objective decisioning rather than subjective decisioning,” Founder and CEO Wardah Inam explains to Bloomberg Intelligence. In this Vanguards of Health Care podcast episode, Inam sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Overjet, how its AI platform can analyze digital imaging that are already in the markets to make an tangible dental decision, and how Review Pass can connect directly with the insurers to reduce the coverage decision process from weeks to minutes.See omnystudio.com/listener for privacy information.

High yield had good first quarter gains with default rates low but cracks started developing in March even before Liberation day which led to a substantial rout with spreads selling off at record speeds. Will 2Q be a huge loss or will there be a turnaround and why? Mahesh Bhimalingam, Bloomberg Intelligence's Global Head of Credit Strategy, discusses the results of the BI 2Q25 High Yield Investor Survey, along with the market outlook, with Per Wehrmann, Head of European high yield at DWS Investments GmBH. The podcast covers investor positioning, sentiment, key return drivers, default and supply forecasts and relative-value across asset class (high grade vs. junk), geography (Europe vs. US), ratings and sector.

Global markets are struggling to digest the unprecedented economic and financial stability challenges posed by an all-out trade war. Dr.Fabio Natalucci, CEO of the Andersen Institute for Finance & Economics, joins Bloomberg Intelligence's Damian Sassower, chief emerging market fixed income strategist, to break down his growth and inflation outlook for developed and emerging markets across the globe. Natalucci and Sassower touch on issues ranging from central bank stimulus and de-dollarization to the risks posed by private credit and shadow banking.

There has been a buildout of platforms for various marketplace sectors in the past 15 years, though ridesharing essentially remains a duopoly. Lyft's CEO David Risher talks to Bloomberg Intelligence's senior tech analyst Mandeep Singh about the ridesharing marketplace in this episode of Tech Disruptors. David also discusses the company's positioning in the autonomous-vehicle segment and his views on the technology, alliances and challenges involved in scaled adoption.

Exploring the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices. ETFs, or exchange-traded funds, were born out of a need for greater market liquidity following the 1987 stock market crash known as Black Monday. US regulators determined that institutions needed the ability to trade stocks more efficiently and cost-effectively during trading days. In 1993, the first ETF in the US emerged: SPY. With one trade, investors could buy or sell a basket of stocks that tracked companies in the S&P 500. ETFs have since revolutionized investing. A combination of liquidity, diversification, tax efficiency and ease of access has helped ETFs attract trillions of dollars in capital. A 2019 regulatory update in the US, which made it easier to launch new ETFs, paved the way for further expansion, fueled by active strategies that are driving the next phase of growth. Offering access to actively managed strategies across stocks, bonds and alternatives, active ETFs surpassed $1 trillion in global assets under management for the first time in 2024. Our guests are Matt Collins, CFA, Head of ETFs at PGIM Investments; Eric Balchunas, senior ETF analyst at Bloomberg Intelligence and author of “The Institutional ETF Toolbox”; and Dave Nadig, independent financial futurist and former CEO of ETF.com. Learn more about PGIM ETFs at PGIM.com/investments/exchange-traded-funds-etfs. Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

Fighting fraud and improving visibility is paramount for freight brokers, carriers and shippers. GenLogs’ nationwide network of sensors collects 50,000 images of trucks every five minutes. This data and its artificial intelligence-powered platform can help brokers better vet carriers by visibly inspecting them and their equipment. In this Talking Transports podcast, GenLogs’ co-founder and CEO Ryan Joyce joins Lee Klaskow, Bloomberg Intelligence’s senior transportation & logistics analyst, to discuss how technology can help create more efficient and safer supply chains. Royce also talks about expanding outside of the US, battling fraud and theft as well as his journey as an entrepreneur tracking terrorists to now tracking trucks.See omnystudio.com/listener for privacy information.

Copper and uranium may be well-positioned as economies seek to balance energy needs against social demands. Oskar Lewnowski, Founder and Group CEO of Orion Resource Partners, joins Bloomberg Intelligence's Noel Hebert and Rob Barnett on the latest episode of the Credit Crunch podcast to discuss supply-demand dynamics across the commodity landscape, themes (including energy and technology) incentivizing new investment and the structural positioning of various minerals. They also explore funding the construction phase of new mines, investment horizons, the geopolitical climate and the alliance between environmental and mining interests.

“Security is not a technology problem; security is a people and culture problem,”Amazon.com Chief Security Officer Steve Schmidt tells Bloomberg Intelligence senior technology analyst Anurag Rana. In this episode of Tech Disruptors, Schmidt discusses how enterprises should be thinking about all things cybersecurity, ranging from vendor assessment, permissioning, auditing and compliance and regulatory reporting. Additionally, the two go over how AI is affecting security and changing the behavior of bad actors, especially amid a shortage of cybersecurity professionals.

Retail investors aren’t yet ready to jump on the private credit bandwagon, according to Janus Henderson. “The skepticism there should be real,” John Kerschner, the firm’s head of US securitized products, talking about exchange-traded funds focused on direct lending. “The underlying isn’t nearly as liquid and hasn’t really been tested throughout a real dislocation credit cycle,” Kerschner tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Spencer Cutter in the latest Credit Edge podcast. Kerschner and Cutter also discuss the outlook for the US economy and consumers, collateralized loan obligations, relative value in securitized credit and fund flows.See omnystudio.com/listener for privacy information.

Railroads and trucking companies are facing headwinds to 1Q earnings from the impact of severe weather on volume and costs, coupled with higher fuel prices. In this Talking Transports podcast, Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, previews what could be in store for the truckload, less-than-truckload (LTL) and railroad industries during 1Q earnings season. Railroads are poised for adjusted EPS growth, while truckload carriers may face flattish growth. Mid-single digit revenue per hundredweight growth, excluding fuel surcharges, won’t be enough to offset the deleveraging impact of lower tonnage on margins. The demand outlook isn’t encouraging, given the ISM Manufacturing Index, a good proxy for LTL demand, went back into contraction territory in March, where it has been in 27 of the last 29 months. The impact from tariffs on inflation and demand will drive the earnings picture for truckers and railroads moving forward. Find this and other Bloomberg Intelligence podcasts at BI PODCASTS .See omnystudio.com/listener for privacy information.

The risk to bondholders is that the 2% inflation target becomes unbearable for the Fed, says Jim Grant, founder of Grant's Interest Rate Observer. Grant is joined by Bloomberg Intelligence's chief US rates strategist Ira Jersey and senior US and Canada rates-strategy associate, Will Hoffman to discuss the outlook for US financial markets following a sweeping US tariff announcement. The trio discuss the rise of economic uncertainty and the extent to which recession risk may be priced in markets. They also unpack the role of US exceptionalism and persistent goods disinflation in the context of long-term market trends and how it may shift in a world leaning away from free trade. The Macro Matters podcast is part of BI's FICC Focus series.

“Ease of use is what drives adoption,” Tandem Diabetes CEO John Sheridan explains to Bloomberg Intelligence about what can fuel further insulin-pump penetration. In this episode of Vanguards of Health Care, Sheridan sits down with BI analyst Matt Henriksson for an in-depth interview about Tandem’s Mobi pump, designed for discretion and simplicity, and the AI-powered Control-IQ Plus algorithm, now approved for both type 1 and type 2 diabetes. The conversation also touches on the company’s international market strategy, value-based reimbursement and future product development, including the tubeless Sigi.See omnystudio.com/listener for privacy information.

Apr 2, 2025 – Mike McGlone, a senior commodity strategist at Bloomberg Intelligence, discusses the economic implications of President Trump's upcoming "Liberation Day" announcement of sweeping reciprocal tariffs. McGlone predicts a significant shift...

AI’s role in climate is often framed around increased energy use and emissions, but what if it could help solve the crisis? In this episode of Bloomberg Intelligence’s ESG Currents, we explore how Amazon Web Services is helping foster AI-driven climate-tech companies, including through the Compute for Climate Fellowship. AWS’ Head of Climate Tech Business Development, Startups and Venture Capital Lisbeth Kaufman joins BI director of ESG research Eric Kane to discuss how she drew inspiration from The Toxic Avenger, and highlights real-world applications of computing and AI in fusion energy, crop yields, pest mitigation and textile production. This episode was recorded on March 17. Learn more about the climate-tech startups discussed or apply for the fellowship here.See omnystudio.com/listener for privacy information.

“The metric that we need to keep an eye on is the number of qubits,” Simone Severini, Amazon Web Services' director of Quantum Technologies, tells Bloomberg Intelligence senior technology analyst Anurag Rana. Also important “is the quality of the qubits and the way people try to scale,” he says. On this episode of Tech Disruptors, Severini and Rana discuss the basics of quantum computing and how qubits differentiate themselves from their classical counterparts. Additionally, the two go over several potential use cases for the technology and the time line to fault tolerance.

The chassis market is a critical part of supply chains and many times can be overlooked. Freight markets could come to a halt without access to safe, reliable chassis, for which prices have almost doubled since tariffs were implemented in 2021. In this Talking Transports podcast, Daniel Walsh, president and CEO of TRAC Intermodal, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights on how the company is benefiting from technology investments. The ability to leverage artificial intelligence to ensure its fleet is properly maintained can lead to better customer experiences and prolong the life of these assets. Walsh also talks tariffs, demand drivers, regulations, inflationary pressures and how following his heart led him to a career in transportation.See omnystudio.com/listener for privacy information.

Chili’s accelerated sales growth is sustainable because the company is working with the fundamentals of casual dining — the food, service and atmosphere are all better and team members are having more fun and making more money — Brinker’s CEO Kevin Hochman tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Hochman sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss why he believes Chili’s turnaround remains in the early innings. He also comments on menu simplification, strategic pricing and the importance of the Turbo Chef oven rollout, as well as improving sales and profitability at Maggiano’s.See omnystudio.com/listener for privacy information.

It may be all about US tariffs in early 2Q, with the April 2 US tariff announcements and possible retaliation from trading partners risking to entertain increased risk aversion, which bodes well with our bullish view for defensive FX such as the yen. In this episode of FX Moment, Bloomberg Intelligence's chief G-10 FX strategist Audrey Childe-Freeman talks to Bloomberg Economics Chief Trade and Climate Economist, Maeva Cousin, about what tariffs are in place already, what may come next and what are the likely implications - growth and inflation - for the US economy and its key trading partners. In particular, Maeva shares her latest model findings and how the long list of US grievances with the international trade system could turn into hefty tariff hikes and a sizable stagflation risk for the US.

Real estate private credit is uniquely positioned amid the recent wave of loan maturities and reduction in bank capital. Ricardo Gennari, managing director and head of US Real Estate Credit at Leste Group, joins Damian Sassower, Bloomberg Intelligence's chief fixed-income strategist, to discuss his firm's approach to loan origination, liquidity maintenance and portfolio management. Gennari and Sassower assess the potential for alpha generation in real estate private credit, from traditional office and multifamily to data centers and self-storage.

Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade corporate credit. “The technicals from where we were at the beginning of the year have deteriorated,” Coleman, who manages $73 billion in assets, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest Credit Edge podcast. Coleman and Lurie also discuss the earnings outlook for US companies, opportunities in consumer, health care and bank debt and fund flows.See omnystudio.com/listener for privacy information.

“You manage your workforce in a system like Workday; you have to do that with your digital workforce as well,” Workday Chief Technology Officer Jim Stratton says as he breaks down the company's thinking behind its recently released Agent System of Record. In this episode of Tech Disruptors, Stratton joins Bloomberg Intelligence senior technology analyst Anurag Rana to discuss generative AI in HR and financial software and the different approach Workday is taking from peers in areas such as AI agent integration and monetization.

Elon Musk’s leverage over the Republican Party, made plain by his threats to finance primary challenges against anyone who fails to fully support Donald Trump, comes from his multibillion-dollar bank account. Recently, he’s decided to spend some of that money on behalf of the party. In Wisconsin, Musk has spent upwards of $13 million to sway a state supreme court race that has ramifications for Republican control of the US House of Representatives. To discuss this, host David Papadopoulos is joined by Elon Musk reporter Dana Hull, Bloomberg Businessweek senior writer Max Chafkin and politics reporter Ted Mann. Then, later in the episode, Bloomberg Intelligence analyst Steve Man joins to talk about his optimistic view on Tesla sales. See omnystudio.com/listener for privacy information.

Water scarcity is no longer a distant threat: By 2030, fresh water demand is expected to outpace supply by 40%. The effects of water stress will be felt in industries from agriculture to e-commerce, putting up to $70 trillion of global GDP at risk, according to the World Resources Institute. Bloomberg Intelligence researcher Melanie Rua is the co-author of a new report on water scarcity. She joins Zero to discuss just how much financial impact companies are already seeing as a result of this issue– and what measures they might take to mitigate it. Explore further: Past episode about Environmental, Social, and Governance policy uncertainty Past episode with Breakthrough Energy Ventures’ Eric Toone about green investment opportunities Reporting on Galy, a lab-grown cotton startup addressing water consumption Zero is a production of Bloomberg Green. This episode was produced by Mythili Rao. Special thanks this week to Siobhan Wagner, Sommer Saadi and Magnus Henriksson. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

Summary:  It's early in the 2025 reporting season, but new trends in the restaurant and foodservice space are already emerging. 2024 was a difficult year and the industry is still adjusting—navigating the same pressures of inflation, labor costs, and economic shifts, plus some new challenges. Consumer habits continue to evolve, and technology is playing a bigger role than ever.  Today we're joined by Michael Halen, the Senior Restaurant and Foodservice Analyst for Bloomberg Intelligence. At Bloomberg, Michael publishes company-specific and industry-focused research on everything from how new government policies will impact business to the shifting demographics that affect consumer behavior. Michael makes frequent appearances as a TV and radio guest and is the host of Bloomberg Intelligence's restaurant-focused podcast titled Choppin' It Up.  In this episode, Michael breaks down the biggest takeaways and predictions for 2025. As we enter the new year, what's setting the winners apart? Which trends have staying power, and what can last year's challenges tell us about the road ahead? And most importantly, what should restaurant leaders be looking out for to stay ahead of the curve?  Highlights:Michael's path to his role at Bloomberg (3:08)The winners and losers from the last few years (6:01)Regional differences in consumer behavior (7:53)Impacts of inflation on the restaurant industry (9:22)The role of strategic pricing (11:41)The role of AI and automation (16:12)Make America Healthy Again (18:30)Recent trends and what they say about the future (23:48) Links:Michael Halen on LinkedInBloomberg Intelligence LinkedInBloomberg Intelligence WebsitePodcast: Choppin' it Up by Bloomberg IntelligenceICR on LinkedIn ICR on XICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.