Podcasts about bloomberg intelligence

As Southeast Asia positions itself as a global hub for data centres and digital infrastructure, banks are stepping up lending to support the boom. But with growth comes new forms of credit risk. Dan Koh speaks with Rena Kwok, Senior Credit Analyst, Asian Financials, Bloomberg Intelligence, about Singapore banks’ exposure to data centre loans, whether risks are contained, a look ahead to ASEAN banks’ outlook for 2026, and the impact of currency volatility across the region.See omnystudio.com/listener for privacy information.

The private equity marketplace is increasingly competitive, making it difficult to win a seat at the table on hot deals. AT&T's in-house private investment arm, AT&T Ventures, seeks to stand out by making strategic investments via a founder-friendly approach, targeting the companies that are helping to shape the future of communications, such as satellite providers, edge computing firms, AI-RAN developers, security companies and many more. AT&T Ventures Head Vikram Taneja joins Bloomberg Intelligence's senior telecom analyst, John Butler, to discuss the company's approach to investing, his thoughts on where communications technologies are headed and how his group aims to capitalize on current and future trends.

“All alpha is excess return, not all excess return is alpha,” says NISA CEO and Head of Investment Strategies David Eichhorn when discussing the use of appropriate benchmarks to measure performance and beta masking as alpha. Eichhorn joins Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about hedging liabilities and utilizing derivative overlays, targeting high information ratios and being a liquidity provider, and the evolution in liability management. The current rate backdrop and funded status for defined benefit plans, as well as leverage costs for BDCs are also discussed. Pensions & Investments (P&I) rankings were based on U.S. institutional,tax-exempt assets managed internally (covered for overlay) as of December 31, 2024; published on June 16, 2025. NISA paid a standard fee to access the full set of data published by P&I. Other survey participants may have reported overlay strategies on a basis other than notional values and, as such, direct comparison and rankings may not be appropriate. Visit www.pionline.com for more details, including past rankings and methodology.

Webtoon pioneered the vertical scrolling format nearly 20 years ago, and has been expanding the genres of its content since. CFO David Lee joins Bloomberg Intelligence analyst Woo Jin Ho on this Tech Disruptors episode to explain how the company is building out its global-content platform using AI-driven creator tools, advanced data infrastructure and high-throughput content workflows. He discusses the economics of paid content, margin impacts from infrastructure modernization and how partnerships with Disney and Warner Bros. expand Webtoon's IP engine. He offers a sharp look at where AI, platform scale, and digital media monetization converge.

As part of Bloomberg Intelligence's 2026 Fixed Income Markets Outlook: Opportunity Amid Policy Uncertainty event, this panel examines the outlook for junk bond yields and total returns, consumer health, the role of private credit and top sector picks. Stephen Flynn, senior telecom and media credit analyst at Bloomberg Intelligence, moderates a discussion with Winnie Cisar, global head of strategy at CreditSights, John McClain, global co-head of high yield at Goldman Sachs and Meghan Robson, head of US credit strategy and desk analyst at BNP Paribas.

This special edition of the FICC Focus podcast features the recording of a Dec. 4 panel discussion exploring investment grade spreads, issuance and strategies to outperform in the year ahead. Moderated by Rob Schiffman, senior technology and internet credit analyst at Bloomberg Intelligence, the conversation features Meghan Graper, global head of debt capital markets at Barclays, Amanda Lynam, head of macro credit research at BlackRock, and Krishna Memani, chief investment officer at Lafayette College. The panel gathered as part of Bloomberg Intelligence's 2026 Fixed Income Markets Outlook: Opportunity Amid Policy Uncertainty event. 

Long-term debt bets on technology companies that are borrowing heavily for AI may end in tears, according to Newfleet Asset Management. “It’s one of the biggest risks out there,” said Dave Albrycht, the multi-sector fixed income manager’s president and chief investment officer. “There’s no free lunch in the bond market,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Arnold Kakuda in this episode of the Credit Edge podcast. Besides investment-grade companies borrowing to fund equity-like risk, they discuss the risk of Oracle falling to junk, why asset-backed securities are a hedge and how leveraged loans will be worth buying when the Federal Reserve stops cutting rates.See omnystudio.com/listener for privacy information.

Vanguards of Health Care: Penumbra Expands CAVT Awareness “With pulmonary embolism, just like with stroke and some other things, where there’s an acute moment usually happening — the patient’s not doing well, decompressing on the table — time matters a lot. And because of the STORM-PE trial, we have the data on what that device time is in a pretty rigorous randomized study. And it just doesn’t compare to anything else out there. It’s dramatically less”, Penumbra CEO Adam Elsesser explains to Bloomberg Intelligence. In this Vanguards of Health Care episode, Elsesser sits down with BI medical technology analyst Matt Henriksson for an in-depth interview on Penumbra and how computer-assisted vacuum thrombectomy (CAVT) technology continues to improve, cutting the time to remove the clot while limiting blood loss. He also dives deep into the clinical results of the STORM-PE randomized clinical study, highlighting how CAVT demonstrated superiority over the standard of care to treat pulmonary-embolism patients, and its partnership with the PERT Consortium to drive public awareness of the need to treat this devastating disease.See omnystudio.com/listener for privacy information.

Shopping is shifting from keyword-based search toward AI-driven, conversational guidance. Rajiv Mehta, Amazon.com's vice president of Search and Conversational Shopping, joins Bloomberg Intelligence analyst Poonam Goyal on this episode of the Tech Disruptors podcast to discuss Rufus, Amazon's AI shopping assistant that integrates large language models with the company's commerce data and personalization capabilities. Rufus helps customers identify suitable products using natural language, images and even handwritten lists. Mehta outlines how features such as price history, “help me decide,” image upload and agentic tools like price alerts and auto-buy are reshaping product discovery, conversion and customer loyalty on Amazon — and why he expects highly personalized, agent-supported shopping experiences to define the next phase of retail.

As ESG debates evolve and financial materiality moves to the forefront, the issues shaping company performance are becoming clearer — and more consequential. In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research Eric Kane is joined by the analysts who hosted the show throughout the year to break down the ESG forces most likely to influence markets in 2026. Grace Osborne, Rob Du Boff, Melanie Rua, Andy Stevenson, Gail Glazerman, Yasutake Homma, Chris Ratti, Conrad Tan and Shaheen Contractor discuss sustainable debt in emerging markets, shareholder activism, water scarcity, climate damages, the ESG implications of AI, carbon removal, sustainable funds and more.The episode was recorded on Dec. 9.See omnystudio.com/listener for privacy information.

Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow fleet and the challenges facing the IMO’s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.See omnystudio.com/listener for privacy information.

“Ad hoc groups are decades old at this point. Co-ops are new. Since when do we have to promise to be friends? I think [co-ops] are inherently lame.” John Sobolewski, Partner and Global Chair of Latham & Watkins' Liability Management Practice, sat down with Bloomberg Intelligence's Negisa Balluku and Philip Brendel at the Beard Group's 2025 Distressed Investing Conference on Dec. 2. John shared his views on the LME landscape's evolution and direction, jurisdictional considerations, and why he suspects the pervasiveness of cooperation agreements results from unhealthy lender distrust and advisers' self-interest.

Drone technology has had a prolonged evolution, with companies exploring viable use cases for mainstream adoption. Adam Woodworth, CEO of Alphabet's Wing subsidiary, talks to Bloomberg Intelligence tech analyst Mandeep Singh about drone delivery in the US and how he expects it to ramp up for consumer delivery of lighter packages and groceries. The discussion also covers form factor evolution for drones, regulatory framework, regulations and overlap with Waymo's use of sensors for safety in the case of autonomous vehicles.

There’s a lot of talk about how soft the consumer is, but our third-party delivery same-store sales are up 50% year over year, Brooklyn Dumpling Shop CEO Jeff Galletly tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Galletly sits down with BI’s senior restaurant and food-service analyst Michael Halen to discuss how the company is performing amid soft spending by fast-casual customers, particularly millennial and Gen Z consumers. He also comments on Brooklyn Dumpling Shop’s packaged-food business, value approach and a planned reverse takeover. Listen to this episode on Apple Podcasts and Spotify.See omnystudio.com/listener for privacy information.

“There's some articles out there that [suggest] once there's losses, there could be a bunch of fire sales of assets ... not true,” says KKR Partner and Global Head of Private Credit Daniel Pietrzak when discussing misunderstandings about private credit markets. “We've got $131 billion of AUM. Almost none of that has any redemption feature.” Pietrzak joins Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about volatility, continued market growth – especially in asset-based finance – and strategic partnerships like the company's recent deals with Harley-Davidson and PayPal. They also examine global opportunities, how AI factors into lending decisions and the benefits of diversification. The Credit Crunch podcast is part of BI's FICC Focus series.

Event risk is poised to increase across the emerging-market fixed income landscape, as creditors must contend with elections in Brazil, Chile, Colombia, Hungary, Israel and Peru. Elina Theodorakopoulou, managing director and EM portfolio manager at Manulife Investment Management, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed income strategist, to decompose year-to-date performance in emerging-market debt and set performance targets for 2026. Theodorakopoulou and Sassower touch on topics ranging from fiscal spending and monetary stimulus to new issuance and credit rating migration.

“Drug development has become slower and more expensive despite all the new technology,” says Eric Hughes, executive vice president of Global R&D and chief medical officer of Teva Pharmaceutical. “That’s caused by increased regulatory scrutiny, more needs for quality, more needs for real treatment effects. But we’re in a unique position where we can stay really hyper-focused on what we’re doing. I’m on calls every week driving teams on enrollment studies, looking at data as quickly as possible, being able to pivot on things that I see that they’re bringing to me and being able to make decisions very rapidly and drive programs forward. I think that that ability to be like a biotech in a very large company is part of the secret sauce of what Teva’s doing right.” In this episode of the Vanguards of Health Care podcast, Hughes sits down with Bloomberg Intelligence analyst Ann-Hunter van Kirk for an in-depth interview about how the legacy generic manufacturer has built an R&D engine by replacing silos with a matrix structure, building partnerships and capitalizing on speed with AI.See omnystudio.com/listener for privacy information.

KKR is looking to Europe and Japan for yield as US debt spreads grind tighter. “Investors are very focused on relative value in a market where there’s not a lot,” Tal Reback, global investment strategist for the firm’s credit and markets business, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in this episode of the Credit Edge podcast. “In general, investors are much more intrigued about how to diversify geographically,” she adds. They also discuss what KKR thinks could be a $1 trillion European asset-backed debt opportunity, private credit default risk, valuations of direct loans, sector bets and business development companies.See omnystudio.com/listener for privacy information.

US commercial real estate is set to keep stabilizing in 2026 as liquidity improves and capitalization rates decline. Harbor Group International President Richard Litton joins Bloomberg Intelligence's chief fixed-income strategist, Damian Sassower, to discuss his company's approach to asset management amid an affordability crunch that shows no sign of abating in the year ahead. Litton and Sassower discuss the various loan types and financial structures that institutional investors can access across the US commercial real estate market.

Global credit markets are tight, and strategic insights are essential looking into 2026. 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 Finance), himself (Europe) and Sam Geier (US) share takeaways on their market outlook, 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 Credit Crunch podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.

SoftBank is doubling down on artificial intelligence with a $30 billion commitment to OpenAI and ambitious plans for Stargate – even as risks mount. After a 200% surge earlier this year, shares tumbled 40% in November when Google’s Gemini 3.0 gained traction, threatening ChatGPT’s dominant position in the AI race. Credit stress is rising, with CDS widening to nearly 300 basis points as funding concerns build. Investors and creditors are increasingly uneasy as OpenAI now accounts for about 20% of SoftBank’s net assets, turning what was once seen as a bold growth play into a potential source of concentrated risk. Bloomberg Intelligence equity analyst Kirk Boodry and credit analyst Sharon Chen join John Lee on the Asia Centric podcast. Together they unpack SoftBank’s AI ambitions, its reliance on margin loans and the implications of circular financing. They also weigh up Masayoshi Son’s track record – spectacular wins such as Alibaba and painful failures like WeWork – against his latest AI gamble.See omnystudio.com/listener for privacy information.

The advent of artificial intelligence and machine learning has opened a new era of productivity gains for freight brokers, capacity owners and shippers. Supply chains are still in the early stages of adopting these tools, creating significant opportunities over the next several years. In this episode of the Talking Transports podcast, Augment CEO and co-founder Harish Abbott joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is reshaping the freight industry. Abbott outlines how Augie, Augment’s AI teammate, automates end-to-end brokerage workflows — from order to cash — while improving service levels and reducing costs. He also reflects on the challenges of scaling AI talent, the importance of change management, and how his early career at Amazon sparked his passion for fixing logistics’ inefficiencies.See omnystudio.com/listener for privacy information.

“You're in the realm of the antitrust principles and the vapors that come off the big antitrust cases. I was very skeptical of the idea of a single company's debt instrument … being a product market,” says Jennifer Selendy, founding partner of Selendy Gay, discussing how the latest legal challenges in Altice and Selecta to creditor cooperation agreements in the liability management sector stand on the very periphery of the antitrust doctrine. In a conversation with Bloomberg Intelligence's Negisa Balluku on this episode of the State of Distressed Debt podcast, Selendy also discusses her involvement in the early days of LME litigation, in-court lessons and surprises, and the Incora saga. Prior to that, BI's Noel Hebert, Phil Brendel and Negisa discuss their outlooks for 2026. The podcast concludes with a discussion on the latest developments at Hertz, First Brands, Ardagh Group and Azul. The State of Distressed Debt podcast is part of BI's FICC Focus series.

The technology-funding frenzy could become a bust for credit markets if AI falls short of lofty expectations, according to Barclays. “If we get to a point where we see a lot of this issuance coming to the market — and then there’s some changes, where maybe certain things are a little bit less viable or a little bit less attractive — that leads to some downside risks,” Brad Rogoff, the firm’s global head of research, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Mike Campellone in the latest Credit Edge podcast. They also discuss “late-cycle” behavior, private-debt risk, asset-based finance and portfolio trades, as well as Barclays’ 2026 forecasts for credit spreads, defaults and global issuance.See omnystudio.com/listener for privacy information.

The Federal Reserve may cut its benchmark rate below 3% next year, bull steepening the yield curve beyond what's priced into forwards, says Ira Jersey, Bloomberg Intelligence chief US rates strategist. Jersey is joined by BI US and Canada rates strategist Will Hoffman on this episode of the Macro Matters podcast to discuss the BI Rates team's recently released 2026 US Treasury Market Outlook. The pair discuss the state and direction of the US economy and how Fed interest-rate and balance-sheet policies are likely to shift. They also touch on the supply-and-demand outlook for the Treasury market, as well as relative value across the yield curve. The Macro Matters podcast is part of BI's FICC Focus series.

“AI agents are at the knee of the curve in terms of where things are headed,” says John Beadle, Aegis Ventures co-founder and managing partner. In this episode of the Vanguards of Health Care podcast, Beadle joins Bloomberg Intelligence analyst Jonathan Palmer to unpack Aegis’s thesis-driven approach to founding AI-native health-care companies. He details how its 14-system consortium sources problems directly from operators, why automation is the biggest near-term value driver and how ventures like Ascertain have emerged from that model. Beadle also discusses the evolving venture market, the rise of agentic AI and why his personal experiences, shaped by his mother’s medical journey, fuel his mission to make the system more accessible and equitable.See omnystudio.com/listener for privacy information.

It’s time to look ahead and make bold predictions for Asia in 2026. After a standout year, Asian equities are on track to beat the S&P 500 by the widest margin in eight years. Can the rally continue, and which markets will lead? Are investors overlooking US funding stress, potential QE, and the risks behind multi-decade tight credit spreads? And what’s next for Asian currencies and gold? Asia Centric convenes Bloomberg Intelligence strategists for a forward-looking discussion. Host John Lee is joined by Senior Equity Strategist Marvin Chen, Chief Asia FX Strategist Stephen Chiu and Senior Credit Strategist Timothy Tan as they unpack AI-driven growth, shifting currency dynamics, structural liquidity risks, and the potential repatriation of trillions in global capital back to Asia.See omnystudio.com/listener for privacy information.

The Trump administration’s policies could have profound effects on the marine shipping industry that go well beyond US shores. In this Talking Transports podcast, former US Federal Maritime Commission Chairman Louis Sola joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss the shifting landscape of US maritime policy. Sola shares insights on shipbuilding challenges, tariff impacts, chokepoint vulnerabilities and the importance of strengthening national security through a resilient supply chain. He also reflects on restarting the cruise industry during Covid-19, his work combating sanctions evasion and his new role advising clients on trade, energy and infrastructure. Sola talks about how his time in the US Army put him on the path toward a career in transportation, which has included selling luxury yachts, and his time in public service.See omnystudio.com/listener for privacy information.

If a leader wants to run a business that’s more focused on taking care of its people, he or she has to reflect on their own values and how they embody them, Liberty Ventures Founder and CEO Alexander McCobin tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, McCobin sits down with BI senior restaurant and foodservice analyst Michael Halen to discuss how the principles of conscious capitalism can help restaurant leaders leverage their values and company culture to achieve greater success. He also comments on the benefits of community, collaboration and creating value for all stakeholders.See omnystudio.com/listener for privacy information.

Credit is tight and entering 2026 in uncertain times. Bloomberg's London Credit Outlook event addressed this theme in depth and was recorded for this episode of the Credit Crunch podcast. Host Mahesh Bhimalingam, Bloomberg Intelligence's global head of credit strategy, was a panelist on the macro panel, along with Iain Stealey, International CIO Global Fixed Income, JPMorgan Asset Management and Ashwin Palta, Global High Yield Fund Manager, Newton Investment Management, and Bruce Douglas, team leader, leveraged finance at Bloomberg News, moderating. The panel addressed rates impact on credit, the sovereign crisis, AI hyperscaler issuance, default risk and value hunting down the capital structure.  The Credit Crunch podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.

On this special Thanksgiving edition of Bloomberg Daybreak, host Nathan Hager speaks with: Poonam Goyal and Lindsay Dutch of Bloomberg Intelligence look ahead to Black Friday and what we can expect in the retail space. Scott Martin, Chief Investment Officer of Kingsview Wealth Management, looks ahead to what 2026 will bring for market volatility Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses the recent bitcoin crash and looks ahead to crypto in the new year. Jen Rie, Bloomberg Intelligence Senior Litigation Analyst, updates on the latest antirust battles facing high tech See omnystudio.com/listener for privacy information.

Global investors are looking more at European private credit as US returns get squeezed, according to London-based hedge fund Arini. “They want to focus on a place where they think there’s rule of law, where they think there’s opportunity set — and that’s really been Europe,” Mathew Cestar, the firm’s president, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Stephane Kovatchev in the latest Credit Edge podcast. Europe pays about 50 basis points more on private loans than the US to compensate for its relative complexity, says Cestar, who leads the Arini’s direct lending business. The firm generates additional spread by focusing on middle-market, non-sponsor deals across the continent. Cestar also discusses credit agreements, defaults, the potential for investment in defense and where by country and sector he sees the best opportunity.See omnystudio.com/listener for privacy information.

Nature capital has become a central theme in ESG investing, helping companies design strategies to boost economic growth while preserving the environment, with discussions at COP30 helping to increase global attention. Instant cup noodle producer Nissin Foods Holdings has been recognized by Japan’s Financial Services Agency as a leading firm in nature capital disclosure. In this episode, Kaya Tanii, head of sustainability strategy at Nissin Foods, speaks with Yasutake Homma, ESG analyst at Bloomberg Intelligence, about the challenges behind its disclosure journey, and how nature capital has become financially material to its business. This episode was recorded on Nov. 6.See omnystudio.com/listener for privacy information.

Regulators around the world, from the US to Singapore and Australia, are trying to revive initial public offerings. The London Stock Exchange raised less than $2 billion since the beginning of 2024, its worst drought since 1998, while the number of publicly listed companies in the US has halved from 8,000 in 1996. Regulatory burdens, litigation risks and abundant private capital have pushed companies to remain private. Paul Atkins, chairman of the US Securities and Exchange Commission, has vowed to "make IPOs great again". But what can regulators do to entice companies to list? And why is Hong Kong bucking this trend – the city is on track to raise more than $40 billion this year and has a pipeline of more than 300 mainland Chinese firms seeking listing. Larry Tabb, Bloomberg Intelligence head of market structure research, and Sharnie Wong, BI senior analyst – diversified financials, joins John Lee on the Asia Centric podcast.See omnystudio.com/listener for privacy information.

Search is shifting to intelligent, context-rich answers from static links. You.com CEO Richard Socher joins Bloomberg Intelligence senior software analyst Sunil Rajgopal on this episode of the Tech Disruptors podcast to discuss how You.com powers AI search for companies such as DuckDuckGo, while differentiating from enterprise peers like Glean and Exa through its web indexing, real-time accuracy and privacy-first design. “The biggest factor to get LLMs to give accurate, non-hallucinated answers is the search infrastructure layer,” Socher says. The discussion also covers the market opportunity, competitive landscape and future initiatives.

The North American freight market is soft, with excess capacity and uncertainty in manufacturing, retail and housing weighing on demand. In this episode of Talking Transports, ArcBest Chairman and CEO Judy McReynolds joins Bloomberg Intelligence’s senior transportation and logistics analyst, Lee Klaskow, to discuss how the company is navigating the prolonged freight recession. McReynolds shares how ArcBest is leveraging technology, AI and data to drive efficiency — from route optimization to dock automation — and how acquisitions like MoLo have strengthened its integrated logistics network. She also reflects on her career, the lessons she’s learned and offers advice to future executives, especially women entering transportation.See omnystudio.com/listener for privacy information.

“If there are things in your business that need to get done, but they're pretty low risk, this is a great place to start because it has a very attractive risk-reward payout,” says Rob Slater, CEO and founder of Cognitive Credit, reflecting on one of the two areas where AI makes the most sense to deploy. “If you do an AI experiment and it doesn't really work, you're not really any worse off.” Slater joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast to discuss Cognitive Credit's work to automate portions of the analytic process, beginning with reliable financial-data extraction, and how that can scale into valuation. The two discuss the increased prevalence of technology across the credit investing landscape, and the growing need to be “doing something,” building on the themes of the firm's white paper, “Why every credit investor now needs a credit data strategy.” The founder's journey and the evolving needs of a growing business are also discussed.  The Credit Crunch podcast is part of BI's FICC Focus series.

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.

“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.

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.