Podcasts about bloomberg intelligence

Lumentum CEO Michael Hurlston and VP of Investor Relations Kathy Ta join Bloomberg Intelligence's Jake Silverman on this episode of the Tech Disruptors podcast to discuss how optics are playing an increasingly critical role in networking inside and across AI data centers. They explore how the company is becoming a key supplier of systems and lasers to hyperscalers. Hurlston unpacks his broad and lengthy tenure as an executive across semiconductors and hardware and how it's helping him tackle new challenges as the data center evolves. The conversation also covers how Lumentum's past as a sleepier supplier to telecom networks positions it well to address today's AI networking needs.

Emerging market governments are implementing extraordinary measures to mitigate the impact of rising energy prices, as the war-induced oil shock stirs stagflation pressures and pushes most asset classes lower. Gustavo Medeiros, head of EM research at Ashmore Group, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed income strategist on this episode of the EM Lens podcast to assess underlying risks and potential opportunities should the war in Iran endure. Medeiros and Sassower focus on structural factors such as terms of trade and energy price pass-through when discussing the medium-term impact on EM growth and inflation expectations.

Third Point is getting ready to scoop up credit assets that others have to sell to raise liquidity as cracks in the market spread. “This is probably one of the most exciting times to be a credit investor,” Shalini Sriram, the hedge fund’s head of structured credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Erica Adelberg in this episode of the Credit Edge podcast. “You are seeing people trying to sell parts of the portfolio that they can,” says Sriram, who sits on the fund’s risk committee. They also discuss residential and commercial mortgage-backed securities, consumer finance and collateralized loan obligations.See omnystudio.com/listener for privacy information.

Reddit's Chief Operating Officer Jen Wong discusses the impact of gen AI models on its platform and how the company is positioning itself in the era of chatbots and LLMs. Wong sits down with Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh to discuss  the company's ads business and how it plans to leverage LLM search to boost engagement. All the metrics referenced in the episode are as of December 2025.

Insurance is essential for the carbon-credit market to unlock capital, manage risk and build trust. On this week’s episode of the ESG Currents podcast, Natalia Dorfman, CEO and co-founder of Kita, joins Eric Kane, director of ESG research at Bloomberg Intelligence, to discuss how her company provides insurance products that aim to unlock institutional investment for high-integrity carbon removal and natural-capital projects. They discuss some of Kita’s key offerings and dive into how they account for the nuances and challenges of these projects, including duration, value and monitoring. They also explore policy developments in the EU, the ramp-up of Article 6 projects and why Dorfman thinks 2026 is the year insurance will come in to handle the complex challenge of carbon-credit permanence. This episode was recorded on Feb. 9.See omnystudio.com/listener for privacy information.

Credit suffered a software loan wobble and private credit contagion before the war in Iran, but it's been a safe haven vs. rates and equities since hostilities started. In this Credit Crunch podcast, host Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence and Sarah Harrison, senior portfolio manager at Allspring Global Investments, discuss their prognosis on the war, reflect on how various credit classes fared during the technology supply wave and software wobble and then contrast credit performance with rates and equities since the Iran war began. They also discuss supply and relative value across high grade, high yield and loan markets, along with the road ahead amid this volatility. The Credit Crunch podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.

Resale is evolving from a fragmented, thrift-driven experience into a technology-enabled infrastructure layer for the apparel industry. James Reinhart, co-founder and CEO of ThredUp, joins Bloomberg Intelligence senior equity retail analyst Poonam Goyal on this episode of the Tech Disruptors podcast. They discuss how automation, machine learning and AI are reshaping the economics of secondhand retail. He explains the “single-SKU” challenge that makes resale fundamentally different from traditional e-commerce, and how ThredUp's investment in supply-chain automation and data science aims to unlock scale, margin expansion and improved inventory velocity. Reinhart also explores the company's shift toward AI-driven discovery, its expansion into direct-selling capabilities and the growing role of resale as a recommerce partner to brands. He outlines why he believes technology — not just consumer demand — will determine which resale platforms achieve durable profitability in the next phase of retail disruption.

Consumer discretionary companies are at risk of downgrades and default if the war in the Middle East drags on, according to Bloomberg Intelligence. “We’ll definitely see a bunch of companies that have been holding on finally shake out,” Jody Lurie, a BI credit analyst focused on leisure, travel and lodging, tells Bloomberg News’ James Crombie in this special episode of the Credit Edge podcast. Car rental firms, theme parks and smaller casinos are exposed as rising gas prices crimp consumer spending. The oil rally is a windfall for energy companies, though gains at larger operators may accrue more to equity investors than bondholders. The debt of smaller independent producers may perform better, says Spencer Cutter, who covers the sector for BI.See omnystudio.com/listener for privacy information.

Intermodal freight remains a vital but cyclical component of US supply chains, even as prolonged softness in trucking and rail markets pressures margins and balance sheets. In this Talking Transports podcast, STG Logistics CEO Geoff Anderman joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s proactive Chapter 11 restructuring and strategy to strengthen its financial foundation amid one of the longest freight downturns in recent history. Anderman details how STG’s asset-based intermodal fleet, drayage network and port-centric logistics footprint support resilience despite market volatility. He also addresses regulatory tightening, rail service, the proposed UP–NS merger, weather disruptions, disciplined cost control and targeted technology investments as the company prepares for an eventual freight recovery.See omnystudio.com/listener for privacy information.

Oil prices have surged above $100 after disruptions in the Strait of Hormuz, sending shockwaves through global markets. In this episode, Mike McGlone, Sr. Commodities Strategist at Bloomberg Intelligence, breaks down what's driving the sudden spike in energy prices and why he believes it could trigger a much larger economic shift. We discuss how rising oil prices impact inflation, consumer spending, and the broader stock market. Plus, why volatility in commodities and gold could be an early warning sign for a potential downturn in equities. And what all of this means for investors as markets head into an increasingly uncertain year.

What does Bay Area tech company Anthropic's classification as a "supply chain risk" mean for private companies? On our daily Tech and Business Report, KCBS Radio News Anchor Holly Quan speaks with Matt Schettenhelm, Technology, Media, and Telecommunications Litigation and Policy Analyst at Bloomberg Intelligence, to learn more.

Dog Haus’ new franchisee deals “mutually align incentives” between the brand and its operators, CEO Michael Montagano tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Montagano sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the company signed development agreements for 1,500 stores by offering partners a 20% equity stake, board representation and senior management roles. He also highlights the chain’s focus on quality proteins, strong unit economics and how its deal with Jake Paul boosted brand awareness.See omnystudio.com/listener for privacy information.

“The goal is to set the company up for longer-term success,” explained Rachel Murray, managing director at Moelis & Co. “If we're solving quarter-to-quarter, you're probably not investing in the business as you should; there's distractions for management, it's putting more pressure on the business, and frankly, probably their peers and competitors are going after their customers and creating noise.” In her conversation (7:40) with Bloomberg Intelligence's Negisa Balluku and Phil Brendel at the 22nd annual Wharton Restructuring & Distressed Investing Conference, Murray explored how private credit's growth and heavy dependence on relationships alter the restructuring dynamic, relative to traditional large cap leveraged finance workouts. This episode of the State of Distressed Debt podcast concludes (31:40) with BI's Noel Hebert joining Negisa and Phil to discuss the latest developments in First Brands, Saks, Multi-Color Corp., Ardagh Group and Serta.

Prediction markets may revolutionize the municipal bond industry by improving credit transparency, trading efficiencies, hedging strategies and portfolio management. On the inaugural episode of the Masters of the Muniverse podcast, MMA founder Tom Doe and Bloomberg Intelligence's new head of municipal research and strategy, Matthew Gastall, discuss the possibilities and promise of prediction markets. They also explore potential policy actions in regions exposed to the greatest infrastructure and energy risks. The Masters of the Muniverse podcast is part of BI's FICC Focus series.

High beef prices have been a bipartisan concern, and a dozen Senate Democrats introduced legislation this week to break up the big four meatpackers. Julie Anna Potts, president and CEO of the Meat Institute, stopped by the studio to discuss the issue and MAHA's impact on meat demand. University of Missouri economist Seth Meyer and Brett Gibbs with Bloomberg Intelligence also discuss biofuels and what farmers should be watching as conflict in the Middle East escalates.

Fear of software defaults amid AI disruption creates opportunity for high-yield debt buyers, according to Capital Group, which has $3.2 trillion under management. “Markets are adopting a bit of a shoot first ask questions later strategy when it comes to software,” said Shannon Ward, a fixed income portfolio manager who serves on the firm’s fixed income management committee. “There’s going to be some baby out with the bath water when it comes to the sector — and that means bargains can be had,” she tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Steve Flynn in this episode of the Credit Edge podcast. They also discuss how Paramount Skydance will reshape junk credit, leveraged loan default risks and the broader impact of private market stress.See omnystudio.com/listener for privacy information.

It's surprising that the Basel III Endgame proposal may raise bank capital requirements 3-7% given that President Donald Trump's mantra is deregulation, says Nathan Dean, Bloomberg Intelligence senior policy analyst. Dean joins host Ira Jersey, BI's chief US rates strategist, to discuss the Office of the Comptroller of the Currency's stablecoin proposal implementing the Genius Act, along with open questions around rewards, yield and the Clarity Act. They also discuss the state of the Basel III endgame and related proposals that could reshape global systemically important bank capital through 2027, how tariff authority is shifting after a Supreme Court ruling — and why litigation may be the next battleground — and what the November midterms could mean for legislative gridlock, investigations and policy path dependence. There's also a quick detour to Ira's World Cup picks. The Macro Matters podcast is part of BI's FICC Focus series.

“IVL in general is an enabler for physicians to do very complex procedures — it’s simple, it’s easy to use and it’s safe. So even a physician that doesn’t have a lot of experience doing complex cases can now treat patients that they previously weren’t treating,” AVS Pulse Chairman Mark Toland tells Bloomberg Intelligence, referring to calcified arterial lesions in peripheral artery disease. In this Vanguards of Health Care episode, Toland joins BI analyst Matt Henriksson to discuss how the Pulse intravascular lithotripsy (IVL) system is differentiated vs. current technology, aiming to make treatment more flexible. He also highlights clinical results from the POWER PAD II pivotal trial, the commercial strategy ahead of FDA approval, and the expanding opportunity as aging demographics drive more hardened lesions that require IVL.See omnystudio.com/listener for privacy information.

Join Alex Tapscott as he decodes the world of crypto with special guest James Seyffart, Senior Research Analyst at Bloomberg Intelligence. Listen in as they break down why ETF flows keep accelerating despite a choppy macro backdrop, how the "ETF wrapper" is expanding beyond plain-vanilla index exposure into active, options-based, and leveraged products, what the latest flow data is signaling about sector rotation (energy, materials, and industrials leading), why esoteric filings like prediction market ETFs are gaining momentum, and what's actually happening under the hood in crypto ETFs—outflows, inflows, basis trade dynamics, and the evolving debate around where Bitcoin's value accrues as stablecoins and other rails dominate payments.

The Iran war challenges Bloomberg Intelligence's early 2026 dollar bear view via two key channels. First, the large-scale risk-off move over the past few sessions has revived the dollar's safe-haven appeal, reinforcing that in a broad-based flight-to-safety backdrop the greenback comes out stronger. Second, if the recent oil-price surge persists, it could lift global inflation and force markets to rethink expected 2H Fed rate cuts, weakening the yield-driven case for a softer dollar. In this episode of FX Moment, Bloomberg Intelligence Chief FX Strategist Audrey Childe-Freeman and BI's Chief Asia FX and Rates Strategist Stephen Chiu discuss how higher oil prices can also support the dollar vs. the euro or yen through the net oil exporter vs. net oil importer dynamic. They also revisit BI's strong Asia FX convictions from early 2026, including a still-supportive yuan outlook.

“Not everything is an AI problem,” says IBM Software SVP and Chief Commercial Officer Rob Thomas. In this episode of the Tech Disruptors podcast, Thomas and Bloomberg Intelligence senior technology analyst Anurag Rana discuss IBM's hybrid cloud and AI strategy, from Red Hat/OpenShift and containers for multicloud portability to why the mainframe remains the platform for real-time, high-availability transactions. Thomas outlines IBM's “new enterprise stack” and a layered, multimodel approach where orchestration and proprietary enterprise data matter more than any single frontier model — especially as sovereignty requirements rise. They also explore how system-of-record companies are best positioned to succeed in the AI era.

Freight demand remains uneven, but ArcBest is betting on integration and technology to drive long-term growth. In this Talking Transports podcast, ArcBest CEO Seth Runser joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s evolution from a traditional less-than-truckload into a multibillion-dollar integrated logistics provider. Runser outlines how managed transportation is gaining traction, why dynamic pricing and AI-enabled tools are improving efficiency and how $175 million in annual tech investment supports customer retention and productivity. He also addresses supply-side tightening from regulatory enforcement, union labor dynamics and EV pilots and how ArcBest is positioning for the next freight upcycle despite economic uncertainty. Runser became CEO at the start of the year, capping a 19-year career at the company that began in its management-trainee program.See omnystudio.com/listener for privacy information.

Freight demand remains uneven, but ArcBest is betting on integration and technology to drive long-term growth. In this Talking Transports podcast, ArcBest CEO Seth Runser joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s evolution from a traditional less-than-truckload into a multibillion-dollar integrated logistics provider. Runser outlines how managed transportation is gaining traction, why dynamic pricing and AI-enabled tools are improving efficiency and how $175 million in annual tech investment supports customer retention and productivity. He also addresses supply-side tightening from regulatory enforcement, union labor dynamics and EV pilots and how ArcBest is positioning for the next freight upcycle despite economic uncertainty. Runser became CEO at the start of the year, capping a 19-year career at the company that began in its management-trainee program.See omnystudio.com/listener for privacy information.

“I wake up every day wanting to make health care better,” says Halle Tecco, founder of Rock Health and author of Massively Better Healthcare. Tecco joins Bloomberg Intelligence analyst Jonathan Palmer on this episode of the Vanguards of Health Care podcast to reflect on digital health’s evolution — from her early days at Apple’s App Store to building one of the sector’s first venture funds. She explains why Covid reset adoption curves, how hospitals became leading tech buyers and why aligning “margin and mission” now shapes her investment lens. Tecco also shares lessons from backing a laundry list of well-known startups, teaching at Columbia and Harvard, and why she wrote a book to empower the next wave of innovators.See omnystudio.com/listener for privacy information.

Escalating US–Israeli strikes on Iran have injected fresh volatility into global energy and shipping markets, pushing Brent crude toward $80 a barrel and sending very large crude carrier spot rates sharply higher. About 20% of global oil and 25% of LNG flows transit the Strait of Hormuz, making the region critical to global trade. In this Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow convenes BI’s defense, energy, and shipping analysts to assess how the conflict could reshape oil prices, tanker rates, container flows, and broader freight markets. The discussion explores the emerging geopolitical risk premium in oil, insurance-driven tanker disruptions, continued Red Sea diversions and second-order impacts on rail, trucking, air freight and defense contractors. The key question being whether volatility remains a risk premium or becomes a true supply shock. See {BI IRAN} for BI’s comprehensive global research on the Iran War. See omnystudio.com/listener for privacy information.

“You can still find some attractive value within the front end of the securitized curve,” says Income Research + Management's Co-Chief Investment Officer Jim Gubitosi, when discussing the relative value within US spread assets. Gubitosi joins Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about the scaling of assets and strategies at IR+M, an active approach to security selection, the current credit climate for corporates and structured debt, and how market technicals may be contributing to recent resilience.

Software default rates could hit double digits as AI disruption spreads and loans come due, according to Bain Capital. “We’re going to see real stress,” said Angelo Rufino, the firm’s head of special situations in North America and corporate special situations in Europe. “We will see a full credit cycle as the reckoning really comes to resize capital structures to the earnings power of these business models,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in this episode of the Credit Edge podcast. They also discuss investment-grade private credit, data center debt and asset-based finance, including the rise of music-royalty deals.See omnystudio.com/listener for privacy information.

The cadence of announcements about housing affordability and deregulation may accelerate into the midterm elections in November, Bloomberg Intelligence chief MBS strategist Erica Adelberg says. On this Macro Matters episode of the FICC Focus podcast series, Adelberg joins host Ira Jersey, BI's chief US rates strategist, to discuss key takeaways from the Structured Finance Association's conference held Feb. 22-25 in Las Vegas. They explore GSE reforms, regulatory changes, shifts in credit scoring used while processing mortgage applications and the use of AI in the mortgage process. They also cover the talk around the health of the economy and why few expect a recession in the foreseeable future.  The Macro Matters podcast is part of BI's FICC Focus series.

Global credit markets are tight, and strategic insights are essential for performance. In this episode of the Credit Crunch podcast, Mahesh Bhimalingam, Bloomberg Intelligence's global head of credit strategy, hosts BI's global credit strategy team to highlight worldwide research, data and views. Tim Tan and Jason Lee (Asia), Basel Al-Waqayan (Middle East), Reto Bachmann (structured credit), Heema Patel (Europe) and Sam Geier (US) share takeaways on their recent research, relative value and major themes shaping their regions. Access their research on the Bloomberg Terminal at BI STRTA, BI STRTE, BI STRTN and BI EMFIG.

The US dollar is under pressure again as shifting geopolitical risks – from uncertain tariff policies to the Greenland controversy – drive a renewed case for currency diversification and weigh heavily on the greenback. This is being compounded by a widening global policy rift: the Federal Reserve remains on track for multiple rate cuts this year, while other central banks, including Australia and Japan, move in the opposite direction. Is the 15-year dollar bull market officially over? Audrey Childe-Freeman, Chief FX Strategist at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast to unpack the dollar’s recent trajectory. She also discusses why the Swiss franc, euro, Australian dollar, and gold have strong tailwinds in 2026.See omnystudio.com/listener for privacy information.

Railroad freight remains a critical but often overlooked backbone of the economy, even as uncertainty clouds capital investment decisions. Railcar orders have moderated amid tariff concerns and cautious shipper spending, yet Greenbrier’s backlog remains strong, underscoring resilient underlying demand. In this Talking Transports podcast, Greenbrier CEO Lorie Tekorius joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s strategy to balance cyclical new railcar manufacturing with expanding recurring revenue from leasing and services. Tekorius outlines margin expansion through footprint optimization, steel sourcing discipline and insourcing initiatives, while addressing tariffs, inflationary pressures, rail consolidation and the long-term opportunity to increase freight rail’s share of the transportation pie.See omnystudio.com/listener for privacy information.

Emerging market fixed income is off to another strong start in 2026, with scope for further upside as long as the dollar cooperates and cross-asset volatility remains low. Christian Lawrence, chief cross-asset strategist at Cooperative Rabobank, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed income strategist, to discuss investor positioning, currency hedging and event risk. They discuss drivers of institutional demand, including yield differentials, terms of trade, artificial intelligence and geopolitical developments.

The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.The justices didn’t address the extent to which importers are entitled to refunds, leaving it to a lower court to sort out those issues. If fully allowed, refunds could total as much as $170 billion - more than half the total revenue Trump’s tariffs have brought in. For instant reaction and analysis, Bloomberg Intelligence co-hosts Paul Sweeney and Scarlet Fu, o speak with:- Bloomberg Washington correspondent Tyler Kendall- Bloomberg Legal Analyst and host of Bloomberg Law June Grasso- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners- Dave Townsend, Partner with Dorsey & WhitneySee omnystudio.com/listener for privacy information.

The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.The justices didn’t address the extent to which importers are entitled to refunds, leaving it to a lower court to sort out those issues. If fully allowed, refunds could total as much as $170 billion - more than half the total revenue Trump’s tariffs have brought in. For instant reaction and analysis, Bloomberg Intelligence co-hosts Paul Sweeney and Scarlet Fu, o speak with:- Bloomberg Washington correspondent Tyler Kendall- Bloomberg Legal Analyst and host of Bloomberg Law June Grasso- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners- Dave Townsend, Partner with Dorsey & WhitneySee omnystudio.com/listener for privacy information.

Supply chain technology adoption is shifting from pilots to measurable gains in productivity and margins. In this episode of the Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow shares conversations from the floor of Manifest conference in Las Vegas, where innovation — not freight volumes — dominated. Vendors spotlighted AI agents for less-than-truckload workflows, robotics for e-commerce packaging, autonomous trucking, corrugate solutions to cut waste and reverse-logistics platforms to speed up resale readiness. C.H. Robinson cited 95% automation of LTL missed pickups, while robotics firm Ultra targets a $2–$3 billion packaging automation opportunity. Last-mile startup GoFo is challenging FedEx and UPS with lower-cost DSP models, while autonomous trucking firm Bot Auto is prioritizing cost-per-mile economics before scaling.See omnystudio.com/listener for privacy information.

Systematic credit investing has room to expand into leveraged loans, structured finance and emerging markets, according to Acadian Asset Management. “You could take an issuer approach to do security selection in the leveraged loan market,” Scott Richardson, the $178 billion firm’s director of systematic credit tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Sam Geier in this episode of the Credit Edge podcast. “That could be extended to structured things that sit on top of that, CLOs and the like,” says Richardson, referring to collateralized loan obligations. They also discuss alternative data, private credit and how to build a portfolio “without giving a liver and a kidney to Goldman Sachs along the way.”See omnystudio.com/listener for privacy information.

“We’re going to continue to drive innovation across the entire product portfolio, which also includes how we manufacture sensors,” Dexcom CEO Jake Leach tells Bloomberg Intelligence, outlining the company’s strategy to expand the use of continuous glucose monitors to more diabetic patients and beyond. In this Vanguards of Health Care podcast episode, Leach joins BI analyst Matt Henriksson for an in-depth discussion on Dexcom’s transition to the G7 15 Day sensor, aimed to reduce the frequency of changing sensors, as well as clinical data efforts to expand reimbursement to diabetic patients not on insulin and updates on the next-generation G8. He also reflects on his 22-year journey at Dexcom, rising from an engineer on a 30-person team to CEO of an 11,000-employee company.See omnystudio.com/listener for privacy information.

Blended finance uses catalytic capital from public or philanthropic sources to mobilize private investment toward sustainable development — but how are these vehicles structured, and what enables them to scale? On this week’s episode of the ESG Currents podcast, Timothee Jaulin, head of responsible investment development & advocacy at Amundi, joins Shaheen Contractor, senior ESG analyst at Bloomberg Intelligence, to unpack how blended finance works in practice. The discussion breaks down how blended finance vehicles are structured — from the roles of DFIs and asset managers to tranche design, capital layering and the realities of deployment timelines. They also explore how risk is allocated and mitigated via credit enhancements, guarantees and political risk insurance — and who is driving demand today, from multilateral developmental banks to family offices, as Asia emerges as a key growth market.See omnystudio.com/listener for privacy information.

This week's episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli about the recent failed merger discussions between Rio Tinto and Glencore. Olsha explains how the sheer complexity of combining two global mining giants proved a major obstacle, alongside issues such as valuation gaps and management structure. He also traces the history of the two companies and their long-standing merger speculation, examines their respective portfolios, and analyzes how a combined entity might have complemented each business. All this and more with host Adrian Pocobelli. This week's Spotlight features Ricky Chan and Gary Baschuk, Co-Heads of Mining at PearTree Canada, discussing the state of mining finance, the role of flow-through shares, and what they're expecting at this year's PDAC conference. To learn more, visit: https://peartreecanada.com/ “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

All-in-one software solutions didn’t work before and aren’t going to work this time, Juan George, co-founder of 858 Partners, tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, George sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss why modular, open systems that allow operators to innovate are the best option. He also gives advice on negotiating software-as-a-service (SaaS) contracts and comments on investments in AI, robotics, point-of-sale systems, customer data platforms and solutions to help control back-of-house spending.See omnystudio.com/listener for privacy information.

AI’s growing appetite for power is quietly reshaping freight demand, creating new opportunities for transportation providers serving the oil and gas industry and its supporting infrastructure. In this Talking Transports podcast, Pinch Transport President Thomas Massalone joins Bloomberg Intelligence’s Lee Klaskow to discuss a niche corner of the freight market: flatbed less-than-trucking serving every major oil and gas basin in the US and Canada. Unlike traditional LTL carriers such as Old Dominion or XPO, Pinch’s demand is more tied to oil prices than to the ISM manufacturing index. Massalone also provides insight into how consolidation has strengthened specialized carriers, helping mitigate inflationary pressures and combat fraud, as well as the challenges and opportunities facing the company’s brokerage and drayage businesses.See omnystudio.com/listener for privacy information.

"Helping... investors to really understand what they could get in these markets is helpful because I think it is where our economy is moving, and we all want to be able to benefit from that growth," says Wellington's Director of Private Credit Emily Bannister, when discussing the shift to privately owned companies. Bannister joins Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about public-private convergence, leveraging Wellington's deep public market history, transitional real estate and growth equity. The two also touch on private credit in oil infrastructure, and positioning the business for growth.

On this special President's Day Holiday edition of Bloomberg Daybreak, host Nathan Hager discusses: -We get another big earnings report ahead of Nvidia. On Thursday, we hear from Walmart. For more, we hear from Bloomberg Intelligence Senior Analysts Jen Bartashas and Poonam Goyal. - Nvidia reports its latest quarterly numbers next week. So what should we expect from the chip -behemoth? We speak with Mandeep Singh and Kunjan Soubhani of Bloomberg Intelligence. -The world’s richest man, Elon Musk, is suing OpenAI, a company he co-founded. That trial is set to take place in April. We get details from Bloomberg Intelligence Litigation Analyst Matthew Schettenhelm See omnystudio.com/listener for privacy information.

Lightmatter CEO Nick Harris joins Bloomberg Intelligence's Kunjan Sobhani and Jake Silverman to explain why lasers — not just chips — are the missing piece to making co-packaged optics practical at hyperscale. Harris unpacks Guide, Lightmatter's VLSP light engine, and Passage, the company's photonic interconnect platform, walking through real-world reliability, density and power trade-offs, and how new EDA and foundry partnerships (Synopsys, Cadence, GUC) move photonics into standard semiconductor workflows. The conversation covers near-package vs co-package optics, deployment timing, who the early buyers will be, and the milestones to watch as photonics shifts from lab demos to production racks.

Mortgage-backed securities look attractive even after government purchases snapped spreads tighter, according to Clark Capital Management. “I don’t think the trade is completely over yet because corporates are even tighter,” Oliver Chambers, head of fixed income for the firm’s separately managed accounts, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Erica Adelberg in this episode of the Credit Edge podcast. “You can go in and clip a 4.5% coupon and have potential for some price appreciation if rates do come down,” says Chambers. They also discuss technology debt risk, the market impact of new leadership at the Federal Reserve and what the central bank would do if there’s a big selloff.See omnystudio.com/listener for privacy information.

The build-out of power-hungry data centers is coinciding with new roadblocks for solar and wind farms under the Trump administration, raising the risk of an electricity supply squeeze. In this episode of Bloomberg Intelligence’s ESG Currents podcast, senior climate analyst Andrew John Stevenson speaks with Simcore Partners’ Dan Lee about the path forward for renewables beyond this year’s subsidy sunset amid rising AI-driven power demand. They discuss project-delay risks and grid-congestion concerns, and how renewables may continue to play a meaningful role in the coming years.See omnystudio.com/listener for privacy information.

Technology companies flooding debt markets are just getting started on funding a $4 trillion artificial intelligence boom, according to Bloomberg Intelligence. “This is the tip of the iceberg,” Robert Schiffman, BI’s senior tech credit analyst, tells Bloomberg News’ James Crombie in this special episode of the Credit Edge podcast. “A lot will depend on at what pace industries are embracing AI technologies,” adds Anurag Rana, a senior BI equity analyst who also covers the sector. BI expects AI capital expenditure to exceed $4 trillion in the US through the end of 2030. The trio also discuss the impact of surging bond issuance on credit spreads, the appeal of very long-dated debt in a sector susceptible to disruption and the biggest risks for this year.See omnystudio.com/listener for privacy information.

Market participants and investors appear optimistic that federal initiatives can drive out slack trucking capacity and ignite a prolonged rate recovery. The Bloomberg Intelligence truckload peer group is up 18% year to date vs. a 1% gain for the broader index. In this episode of Talking Transports, USA Truck CEO and co-owner George Henry joins BI’s Lee Klaskow to examine the early signs of structural tightening in the truckload market. Henry outlines the company’s asset-heavy strategy, with a growing emphasis on dedicated freight, safety-led operations and disciplined spot exposure. The pair also discuss the opportunities that come with being a private, stand-alone company, rate expectations, technology-fueled productivity, inflation and the story behind USA Truck’s logo.See omnystudio.com/listener for privacy information.

Unpacking ETF investor reaction in the market downturn with Bloomberg Intelligence's Eric Balchunas. Bloomberg Intelligence Senior ETF Analyst, Eric Balchunas joins CoinDesk's Jennifer Sanasie to discuss why ETF investors are staying remarkable steady while the rest of the market panics. He breaks down the "irony" of ETF boomers showing stronger diamond hands than crypto natives by treating bitcoin as a "hot sauce" allocation within diversified portfolios. Watch to learn how bitcoin's volatility compares to the 22-year history of Gold ETFs and why this drawdown might just be another cycle for the asset class. - Timecodes: 00:56 - The Volatility Cost of "Holy Grail" Returns02:33 - The Resilience of "ETF Boomers"04:09 - What's the Future Hold for ETF Holders?06:22 - Bitcoin = "Teenager Gold"09:06 - The "Hot Sauce" Portfolio Allocation13:00 - Performance of Altcoin ETFs (XRP & SOL)14:59 - The Future of Ethereum & Layer 2s - This episode was hosted by Jennifer Sanasie.

Unpacking ETF investor reaction in the market downturn with Bloomberg Intelligence's Eric Balchunas. Bloomberg Intelligence Senior ETF Analyst, Eric Balchunas joins CoinDesk's Jennifer Sanasie to discuss why ETF investors are staying remarkable steady while the rest of the market panics. He breaks down the "irony" of ETF boomers showing stronger diamond hands than crypto natives by treating bitcoin as a "hot sauce" allocation within diversified portfolios. Watch to learn how bitcoin's volatility compares to the 22-year history of Gold ETFs and why this drawdown might just be another cycle for the asset class. - Timecodes: 00:56 - The Volatility Cost of "Holy Grail" Returns02:33 - The Resilience of "ETF Boomers"04:09 - What's the Future Hold for ETF Holders?06:22 - Bitcoin = "Teenager Gold"09:06 - The "Hot Sauce" Portfolio Allocation13:00 - Performance of Altcoin ETFs (XRP & SOL)14:59 - The Future of Ethereum & Layer 2s - This episode was hosted by Jennifer Sanasie.