Podcasts about bloomberg intelligence

Vanguard Group, the world’s second-largest money manager, is wary of junk bonds given how expensive they’ve become. “Where the market is today doesn’t leave a lot of room for negative surprises,” Michael Chang, head of high-yield corporate credit at the $11 trillion asset manager, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Matthew Geudtner in the latest Credit Edge podcast. “Spreads are pretty tight, yields are about average — it’s not the best time to be investing in high yield,” Chang says. They also discuss Vanguard’s preference for debt from utilities and consumer staples companies, how to get extra yield from leveraged loans and how to profit from liability-management exercises.See omnystudio.com/listener for privacy information.

Marine cargo ports serve as the conduits connecting global and regional economies, and their ability to run efficiently can be felt near and far. In this Talking Transports podcast, American Association of Port Authorities’ (AAPA) Vice President of Government Relations John Bressler, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to unpack the policies shaping US seaports and what his trade organization is doing to push for more federal infrastructure funding. Bressler also discusses rail consolidation, shipbuilding incentives, tariffs and automation, stressing balance between efficiency, labor and security. With ports investing in decarbonization, dredging and digitalization, he says smarter infrastructure and collaboration will keep America’s maritime network competitive and resilient.See omnystudio.com/listener for privacy information.

“In the case of iLet, we're going to say, this is how much insulin they're getting for what they consider to be a usual meal. And we learn that and we can set it that way. So we just take the responsibility of learning carb counting, which is really tough, off the user's plate. That's an extra level of automation that traditional pumps don't provide,” Beta Bionics CEO Sean Saint explains to Bloomberg Intelligence. In this episode of Vanguards of Health Care, Saint sits down with BI analyst Matt Henriksson for an in-depth interview about Beta’s iLet pump, designed to eliminate the human stress of making insulin dosing decisions. The conversation also touches on the company’s pay as you go strategy through the pharmacy channel and future product development, including the Mint patch pump.See omnystudio.com/listener for privacy information.

“We think that for every gigawatt, it's about 25 exabytes of new flash creation,” says Greg Matson, SVP and head of products and marketing at Solidigm. Matson joins Bloomberg Intelligence's Jake Silverman on the Tech Disruptors podcast to discuss how Solidigm is powering AI's growing data demands. The conversation explores the company's evolution into a data-center-focused pure play, its innovations in high-capacity SSDs and how it's positioning to lead in the next era of gigawatt-scale AI infrastructure.

This week's episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the latest developments at Glencore. Alon explains the mounting shareholder pressure over Glencore's shrinking copper portfolio and its dominant but controversial trading division. He also explores the company's growing focus on Argentina as a key growth region. The discussion also explores the significant obstacles Glencore would encounter if it were to pursue a bid for Teck Resources, as well as the structural and market challenges confronting its smelting operations in a competitive global landscape. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Value is more than just price — you have to give the guests an experience that exceeds their expectations, Golden Corral CEO Lance Trenary tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Trenary sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the buffet chain is growing same-store sales in a difficult consumer environment. He also covers operational improvements, managing food costs and weak spending by Hispanic and Gen Z consumers.See omnystudio.com/listener for privacy information.

Rising insurance costs have been a major headwind facing the trucking markets and things might not improve anytime soon. Insurance premiums could grow by double digits for another year in 2026 due to increased litigation and fraud, along with fewer companies writing trucking policies. In this Talking Transports podcast, Reliance Partners’ co-founder and CEO Andrew Ladebauche and Thom Albrecht, the company’s chief revenue officer, join Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss the state and outlook of the trucking-insurance market. The conversation also delves into strategies for mitigating costs, the need for reform and better regulatory practices to ensure safety and sustainability in transportation, as well as why many fraudsters are apparent fans of Tommy Tutone.See omnystudio.com/listener for privacy information.

“The world's now flipped to inference — and it's limited by power. With the same energy, we can deliver four times the output of a Blackwell,” says SambaNova CEO Rodrigo Liang. Liang joins Bloomberg Intelligence's Kunjan Sobhani in this episode of the Tech Disruptors podcast to explain how SambaNova's air-cooled, 10-kilowatt racks and “data-center-in-90-days” model are helping enterprises and governments scale up AI faster — and greener. The discussion covers the rise of sovereign-AI deployments in the UK, Europe and Australia, the economics of hybrid data centers and why energy efficiency — not just compute power — might define the next phase of AI infrastructure.

“Everyone we compete with, other CEOs of asset managers, credit asset managers that I talk to, are hyper-focused on making sure that there's not another cockroach running around in their portfolio,” says Steve Ketchum, CEO and founder of Sound Point Capital, when reflecting on the potential positive side effects of recent high-visibility credit events. Ketchum joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to discuss the evolution from modest beginnings to nearly $45 billion in assets under management, synergies across the Sound Point product suite, the role of strategic partnerships, scale and one of their core ethos: wanting to have more ideas than capital. They also reflect on the growing role of private credit and how CLO structures have evolved. The Credit Crunch podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify. Sound Point Disclaimer: Assets under management as of October 1, 2025. This material does not constitute an offer to sell or a solicitation of an offer to buy any securities. It is being provided solely for informational and reference purposes only and is not intended to be, and must not be, the basis for any investment decision. Statements represent the subjective views of Sound Point and cannot be independently verified and are subject to change. Past performance is not necessarily indicative of future results.

“If you’re not going overseas, you’re going out,” says Dr. Xingli Wang, Co-President of Fosun Pharma. He tells Bloomberg Intelligence’s Sam Fazeli how Fosun is transitioning from generics to novel medicines and positioning itself as a global innovator. With 90% of R&D now focused on oncology, autoimmune and neurodegenerative diseases, Wang details Fosun’s ambition to move from a China-based manufacturer to a multinational developer with true blockbuster potential. He also reflects on how disciplined capital investment, scientific partnerships and cultural persistence could make Fosun the “Takeda of China.”Listen to this episode of Vanguards of Health Care on Apple Podcasts and SpotifySee omnystudio.com/listener for privacy information.

Lack of discipline is a concern for credit markets as investors rush to fund artificial intelligence, according to Oaktree Capital Management. “Just how much money is chasing deals — I think you need to be mindful of that,” Danielle Poli, a portfolio manager for the firm’s global credit strategy, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Phil Brendel in the latest Credit Edge podcast. “What stands out is that anything with AI is just getting done,” Poli added. “A lot of the excess we’re seeing is in that space.” They also discuss where to find better returns in collateralized loan obligations, real estate debt, strategies for busted convertibles, private market relative value and opportunities in Europe. See omnystudio.com/listener for privacy information.

“What you have to do in a market like that, where it’s highly genericized, is first you have to have a clinical differentiation,” says Richard Lowenthal, CEO of ARS Pharmaceuticals. “You have to have a benefit to the community, benefit to the patient population. Neffy achieves that very effectively by providing an option that’s very simple — it’s easy to carry, it’s very easy to use.” In this episode of Vanguards of Health Care, Richard sits down with Bloomberg Intelligence analyst Ann-Hunter van Kirk for an in-depth interview about how the company has navigated the commercial launch of its needle-free epinephrine nasal spray, neffy, in a highly competitive genericized market.See omnystudio.com/listener for privacy information.

“We are more than 10x safer on many key safety metrics than an average human driver” says Saswat Panigrahi, Waymo chief product officer. Saswat joins Bloomberg Intelligence's Mandeep Singh to talk about the inflection in autonomous driving and how Waymo plans to scale across more cities. From the sensors used in Waymo's AVs, the evolution of its driver system and expansion of its partnerships, the discussion focuses on opportunities and remaining challenges around the rollout of AVs.

What does putting $100 billion toward climate solutions entail? On this week’s episode of the ESG Currents podcast, Peter Cashion, head of sustainable investing at CalPERS, joins Shaheen Contractor, senior ESG analyst at Bloomberg Intelligence, to unpack how one of the world’s largest pension funds is translating climate ambition into investment decisions. Learn more about the practical aspects of putting this kind of plan into action, what mobilizing capital means in practice, how returns interface with impact and much more.See omnystudio.com/listener for privacy information.

The transportation and logistics M&A market may be quiet, but there are still pockets of strength. In this episode of Talking Transports, Tenney Group CEO Spencer Tenney joins Bloomberg Intelligence’s senior analyst Lee Klaskow to discuss what kinds of deals are getting done and how technology is becoming a key differentiator for freight brokers. They also touch on valuations, seller motivations and why next year could bring market stabilization, smarter deals and fresh opportunities for owners ready to adapt — or exit — before the next freight cycle turns.See omnystudio.com/listener for privacy information.

Credit is tight, though it's fared better in 2025 than rates and equities through many crises across the globe — France, tariffs, Fed concerns and Britain's doubtful fiscal health. In this episode of the Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence's global head of credit strategy, showcases the Credit Clubs in Milan, Madrid and (upcoming) in London. He discusses these crises and ways to engage in credit with Samuel Sibony, Portfolio Manager at Algebris Investments. They cover the subordinated vs. senior debate in depth with a particular focus on AT1s and corporate hybrids, the tightness of the BBB and BB buckets vs. B value and the robustness of high yield in a rate risk environment, and defaults migrating to private credit. Credit Crunch is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.

“The uptake among public companies actually is the biggest evolution in the field, because public companies are beginning to recognize the value of this asset class,” says Ranesh Ramanathan, partner and co-head of the Global Capital Solutions Practice for Akin, discussing capital solutions as a financing alternative. Ramanathan joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to talk about building a product suite, and meeting a company where they are at with a tailored solution. The pair also examine the difficulties in building awareness, the broader growth in funding alternatives, potential extensions for Akin's platform and lessons learned through the great financial crisis. The Credit Crunch podcast is part of BI's FICC Focus series.

Emerging AI-hardware technologies are poised to reshape data centers. Penguin Solutions CTO Phil Pokorny joins Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company's bespoke engineering approach, which blends deep technical expertise with differentiated hardware and software, helps enterprises, neo-clouds and sovereign entities tackle the complexity of AI deployments across markets. The conversation also explores what it will take to stay ahead in the next phase of AI-infrastructure growth.

“It may or may not be good ... or binding precedent, but I think ConvergeOne will actually make the holdout risk worse because the minority lenders will now point to it and say ‘Sorry pal, you can't jam this down my throat in court, so you're not jamming it down my throat out of court either,'” says Houlihan Lokey Managing Director Tuck Hardie. He joins Bloomberg Intelligence's Noel Hebert and Phil Brendel on this episode of the State of Distressed Debt podcast to review the workout landscape, sponsors' exit strategies and LME trends. Prior to that, Phil and Noel reflect on high yield's run and current vulnerability. To conclude, BI's Negisa Balluku discusses the latest developments in First Brands, Spirit Airlines, Lifescan and Incora, while Phil reviews 2025 Prepack Plan Performances and Ardagh Group. The State of Distressed Debt podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify. Also, a heads up! Negisa and Phil will be at the Beard Group's 32nd Annual Distressed Investing Conference on Dec. 2-3, 2025. We are excited to hear from the top professionals on the latest machinations in distressed investing. Conference: https://www.distressedinvestingconference.com/agenda.html

Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohen, the firm’s director of global developed credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “Who knows what the spillover will be if the music stops?” Cohen added. They also discuss compressed returns in private debt markets, commercial mortgage-backed securities, how to invest in corporate bonds by duration, rating and sector — plus the outlook for 2026.See omnystudio.com/listener for privacy information.

Survey data show third-party delivery ads are hitting a saturation point and 45% of chains expect to invest less in the channel in 2026, Bikky Co-Founder Abhinav Kapur tells Bloomberg Intelligence. In this episode of Choppin’ It Up, Kapur sits down with BI’s senior restaurant and foodservice analyst, Michael Halen, to discuss the findings of Bikky’s chief marketing officer survey. He also comments on US consumer spending, loyalty promotions, personalization and shrinking marketing budgets. Listen to this episode on Apple Podcasts and Spotify.See omnystudio.com/listener for privacy information.

Secular AI themes, product development in the volatility ecosystem and fault lines in the economy, as well as navigating volatility in digital assets, are among the key discussion points in this edition of the All Options Considered, featuring part II of the recording of the Bloomberg Volatility Forum 2025 held in NYC on Oct. 28. It starts with the fireside chat on digital assets by Randy Little, Partner, 50T Funds, moderated by Stacy-Marie Ishmael, executive editor, Bloomberg News. That's followed by the final panel of the conference on multi-asset volatility and macro views by Jeff Blazek, Multi-Asset Co-Chief Investment Officer, Neuberger Berman, Nancy Davis, Managing Partner & Chief Investment Officer, Quadratic Capital, Bob Elliott, Co-Founder, CEO, and CIO, Unlimited Funds, and Matthew Glazier, Co-Head of Global Derivative Trading, Prudential. The panel was hosted by Tanvir Sandhu, Chief Global Derivatives Strategist at Bloomberg Intelligence.

“In a world where we have so many wearables — smart rings, watches, glucose sensors — it’s challenging to integrate all of this information,” say Biolinq founder Jared Tangney and CEO Rich Yang. “So we decided to make it available to everybody in one device.” In this Vanguards of Health Care episode, the pair speak with Bloomberg Intelligence’s analyst Matt Henriksson about Biolinq’s microsensor-based patch that uses silicon semiconductor technology to track glucose and potentially other biomarkers. They also discuss the company’s commercial strategy for type 2 diabetes patients following its FDA de Novo approval, a US regulatory designation granted to first-of-its-kind medical devices that have been shown to be safe and effective.See omnystudio.com/listener for privacy information.

China's AI rollout diverges sharply from the US, favoring open-source models and broad adoption over high-cost infrastructure. China's top tech firms including Tencent, Baidu and Alibaba will invest less than 10% of the $370 billion that US hyperscalers plan to spend on AI capex this year. This cost-conscious approach aligns with Beijing's AI Plus strategy, aiming to embed AI across all sectors by 2027 to boost productivity. Who will win the AI race? And are we in a bubble in AI infrastructure spending? Robert Lea, senior tech analyst at Bloomberg Intelligence, joins John to discuss why China's broader economy, rather than its tech companies, may be the main beneficiary of the nation's AI rollout.See omnystudio.com/listener for privacy information.

AI infrastructure is becoming central to enterprise innovation as companies seek faster app delivery and efficient use of computing resources. In this episode of the Tech Disruptors podcast, Rafay Systems CEO Haseeb Budhani joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Rafay helps enterprises and emerging cloud providers simplify AI deployment, optimize infrastructure costs and deliver scalable, developer-friendly experiences. The conversation highlights Rafay's consumption-based model and focus on orchestration and automation, as well as its growing role in enabling enterprises to build and monetize AI-driven platforms.

More and more women are entering the trucking industry, but remain underrepresented. They account for only about 10% of truck drivers and 4% in technician roles. In this Talking Transports podcast, Jennifer Hedrick, president and CEO of the Women in Trucking Association (WIT), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what the organization is doing to attract more women into the trucking industry, from the driver’s seat to the C-suite. Access to safe parking and more focused gender amenities would go a long way toward making over-the-road truckling more appealing for women, she says. Hedrick also discusses the association’s work in Washington, DC; members’ outlooks on trucking; outreach programs; and even style advice, suggesting I should rock a red tuxedo at WIT’s upcoming Accelerate Conference.See omnystudio.com/listener for privacy information.

This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2025 held in NYC on October 28th. It starts with the keynote speech by BI's Chief Global Derivatives Strategist Tanvir Sandhu on macro and volatility across markets, followed by the discussion from the first panel on the derivatives market by Benn Eifert, Managing Partner, co-CIO Head of Multi-Strategy at QVR, Diego Parrilla, Chief Investment Officer at Quadriga Asset Managers and Ilya Gofshteyn, Head of Research and Lead Macro Strategist at Capstone Investment Advisors. The panel is hosted by Noel Hebert, Chief US Corporate Credit Strategist & Global Director of FICC Strategy at Bloomberg Intelligence.

“Manufacturing assets, the availability of them, have been chronically undersupplied for decades,” says Teddy Kaplan, CEO of Net Lease for New Mountain Capital, when making the investment case for the sector within a net-lease portfolio. Kaplan joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to discuss sale-leasebacks, the evolution of the marketplace and the synergies of net lease within the New Mountain product set. They also explore on-shoring trends dating back through several administrations, asset-multiple arbitrage, identifying the right markets and tenants, as well as geographic growth opportunities. Kaplan and Hebert conclude with a conversation on managing distress within the portfolio and the emergence of asset-backed funding solutions.

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.

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.

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.

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.

“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

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. 

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