Podcasts about bloomberg intelligence

While investors focus on the large containership order book, the feeder market tells a different story. In this Talking Transports podcast, MPC Container Ships Co-CEO & CFO Moritz Fuhrmann joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss why limited new-vessel supply, an aging feeder fleet, and growing intra-regional trade support a constructive long-term outlook. Fuhrmann explains how MPCC has transformed its fleet through modern, fuel-efficient vessels while securing multi-year charters that provide more than $2 billion of revenue visibility. He also discusses alternative fuels, capital allocation, geopolitical disruptions, and why feeder shipping could outperform the broader container market as global supply chains continue to evolve.See omnystudio.com/listener for privacy information.

“The searches that you're doing on Claude require the consumption of energy and at some point the system should hit a breaking point,” says George Bilicic, Lazard vice chairman of investment banking and global head of power, energy and infrastructure. Bilicic joins Bloomberg Intelligence's Alexandra Davidov and Rob Barnett on this episode of the Tech Disruptors podcast to discuss why AI and data-center demand are reshaping the outlook for utilities, power markets and infrastructure investment. They also explore why the next phase of the build-out will require more than simply adding generation wherever demand appears. The conversation covers financing, M&A, grid constraints, gas, renewables, storage, nuclear, permitting and Lazard's latest work on the levelized cost of energy (LCOE).

The upcoming World Cup final is anticipated to provide a moderate boost to US sports betting operators in the third quarter, particularly if underdog Argentina defeats Spain. Adam Greenblatt, CEO of BetMGM, discussed the potential impact on major sportsbooks such as DraftKings, FanDuel, and BetMGM itself. Bloomberg Intelligence's analysis highlights the increased betting activity driven by the high-profile match, with the defending champion Lionel Messi's participation further fueling interest among bettors. He speaks with Bloomberg's Katie Greifeld & Randall Williams.See omnystudio.com/listener for privacy information.

“One of the things that's been universally true ... is the human desire to travel is really strong. It's very consistent,” says James Waters, chief business officer of Booking.com. Waters joins Bloomberg Intelligence analyst Nicole D'Souza on this episode of the Tech Disruptors podcast to discuss the outlook for global travel demand. They also explore the effect of macroeconomic and geopolitical trends on the industry and how Booking.com is using AI to enhance trip planning, customer service and marketing. The conversation examines the company's competitive positioning, loyalty strategy and growth in alternative accommodations and experiences, as well as how Booking is preparing for an AI-driven future in travel.

Emerging market hard-currency credit continues to outperform most major fixed-income asset classes, yet it also offers a wide range of tactical and relative value positioning. Marcelo Assalin, head of EM debt and portfolio manager at William Blair Investment Management, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed-income strategist, to discuss positioning and performance heading into 2H26. They also examine underlying valuations, with a focus on the fundamental and technical factors that are driving institutional interest in EM fixed income.

Collateralized loan obligations face a second straight year of equity losses, according to Eagle Point Credit Management, a major buyer. “Where we stand right now, it’s certainly possible,” Tom Majewski, the $14 billion private-credit manager’s founder and managing partner, says in this episode of the Credit Edge podcast, when asked about the chance of negative returns. “While there were some credit problems, oddly the bigger issue was the bull market and repricing of loans,” Majewski tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Reto Bachmann. They also discuss software-loan stress, business-development-company turmoil, lower returns in significant risk transfers and how Eagle Point is diversifying into hard assets like midmarket infrastructure lending.See omnystudio.com/listener for privacy information.

“I think this is an incredible time to be investing in biotech.” Dr. Simeon George, founder and CEO of SR One, joins Bloomberg Intelligence analyst Sam Fazeli to explain why biotech’s next cycle will be global, selective and unforgiving. George traces SR One’s evolution from one of pharma’s oldest corporate venture arms to an independent firm with more than $2 billion raised. The conversation explores why AI’s real test is cutting development time and attrition, not just discovering targets, while also laying out SR One’s view on oncology crowding, neuro’s blood-brain-barrier challenge, China’s accelerating role in drug innovation and the importance of building companies around medicines that can truly change standard of care.See omnystudio.com/listener for privacy information.

The chip design industry continues to push the frontier of semiconductor power, performance and area. On this episode of the Tech Disruptors podcast, Synopsys Vice President of AI and Machine Learning Thomas Andersen discusses the evolution of the company's AI portfolio. He joins Bloomberg Intelligence analyst Niraj Patel to explain how Synopsys progressed from leveraging AI through reinforcement learning across design, verification and test workflows to introducing AgentEngineer, a multi-agent AI-orchestrated workflow. Andersen also discusses the intersection of simulation and electronic design automation (EDA), the role of humans in the loop for chip design, AI's current shortcomings, the pace of AI-tool adoption, the industry's path beyond Moore's law and much more.

Geopolitical tensions, commodity-price volatility and policy uncertainty have made energy dealmaking more complex, but they haven’t brought it to a halt. On this week’s episode of the ESG Currents podcast, Jalal Nadeem, a faculty member at the Institute for Mergers, Acquisitions and Alliances and an M&A deal-structuring expert, joins Shaheen Contractor, Bloomberg Intelligence senior sustainable finance research analyst, to explore the evolution of energy transactions. They discuss where M&A activity is emerging across the energy transition, why innovative deal structures are becoming more common, how AI is reshaping negotiations and what investors should watch as the landscape continues to shift.See omnystudio.com/listener for privacy information.

Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and autos crumble under subsidy fatigue, highly resilient segments are holding ground, particularly cosmetics, luxury, and premium sportswear. In e-commerce, Alibaba and rival giants are locked in a margin-crushing battle over agentic AI to capture shrinking wallets. Catherine Lim, APAC head of Bloomberg Intelligence and senior consumer and technology analyst, joins John Lee to unpack her latest retail survey. Catherine reveals exactly where the wealthy plan to spend next -- which players, like Laopu Gold, are winning over shoppers, and how AI agents are reshaping the digital marketplace.See omnystudio.com/listener for privacy information.

Transportation deal activity may be poised to rebound as freight markets stabilize after a prolonged downturn. Littlejohn & Co. Senior Operating Partner Farrukh Bezar joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow on this episode of the Talking Transports podcast to discuss how improving market conditions could reignite mergers and acquisitions across logistics. Drawing on his experience as former CSX chief strategy officer, Bezar explains why freight brokerage, forwarding, intermodal and AI-related logistics businesses are attracting investor interest, while emphasizing that exceptional management teams remain the foundation of successful investments. He also shares his outlook for the proposed Union Pacific–Norfolk Southern merger, North American rail growth opportunities and how AI infrastructure is creating new demand across transportation and supply chains.See omnystudio.com/listener for privacy information.

On the face of it, index volatility has remained relatively subdued, but underneath there is significant rotation and elevated single-stock volatility. In this edition of the All Options Considered podcast, Bloomberg Intelligence chief global derivatives strategist Tanvir Sandhu is joined by Chris Murphy, co-head of derivatives strategy at Susquehanna, to discuss equity volatility and flows.The All Options Considered podcast is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify.

With the U.S. government making direct investments into public companies and the introduction of Trump accounts that will bring millions of new investors into the stock market, what happens when the next bear market arrives? Eric Balchunas of Bloomberg Intelligence wonders if the next government bailout will be in the stock market, which may be becoming too big to fail. Plus, the Space X IPO and the pending listings of Open AI and Anthropic are ushering in a new wave of highly leveraged and volatile ETFs. Handle with care. Learn more about your ad choices. Visit podcastchoices.com/adchoices

“The portfolio manager's dilemma is, ‘Do I take risk, or do I not take risk?'” Noel McElreath, senior portfolio manager for US fixed income at Xponance, tells Bloomberg Intelligence's Noel Hebert. “And then, ‘What is excess return telling me?'” On this episode of Credit Crunch, the pair discuss the importance of disciplined credit selection, exploiting structural inefficiencies and maintaining a long-term perspective. McElreath notes that, though current market conditions are favorable, tight spreads, investor complacency and the surge in AI-related borrowing present valuation risk. The two also talk about the implications of having a new Fed chair, the importance of dealer relationships and positioning against the benchmark. The Credit Crunch podcast is part of BI's FICC Focus series. 

✅Stáhněte si zdarma novou online knihu "Příručka akciového investora": https://www.tradesmart.cz/prirucka-ak... ✅⚠️ PŘEKLOPTE TEORII V REÁLNÉ VÝNOSY ⚠️ ► Zapište se na čekací listinu do DK Investičního Klubu a přidejte se k více jak 1700+ investorům zde

Uniphore CEO Umesh Sachdev joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast to discuss his company's platform for developing ontologies compared with the use of forward-deployed engineers (FDEs) by hyperscalers and frontier large-language-model companies. He explores Uniphore's approach to leveraging small language models for use cases such as claims and billing, as well as the trade-offs with frontier models used for cybersecurity and coding agents.

To illustrate how uniquely challenging the restructuring experience is for the unacquainted, C Street Advisory Group founder and CEO Jon Henes recalled a client CEO's sentiment after complex, hardball restructuring negotiations: “Every time we walk into a room ... I feel like I'm in one big game of poker. Except you know what your cards are and you know what my cards are and you know what everybody in the room's cards are and so do they. The only person who doesn't know what anybody's cards are is me ... And I'm the CEO of the company.” Henes sits down with Bloomberg Intelligence analysts Negisa Balluku and Phil Brendel to explore boardroom dynamics (including a Wellman Chapter 11 retrospective) around those “most consequential moments,” managing fast-moving leaks by controlling the narrative, the intersection of Big Law and AI, and his outlook on LMEs and bankruptcies. The podcast concludes (1:24:00) with BI's Noel Hebert joining Negisa and Phil to discuss the latest developments in Incora, Serta, First Brands, Optimum Communications and DISH DBS. The State of Distressed Debt podcast is part of BI's FICC Focus series.

Sona Asset Management is looking to expand its business in asset-based finance and significant risk transfers as public and private debt markets converge. “The thing that excites us the most is the scope for growth in ABF markets here in Europe,” Henrik Johnsson, the London-based hedge fund’s chief executive officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Aidan Cheslin in the latest Credit Edge podcast. “We really like SRTs, although spreads have obviously come in a lot over the last couple of years,” Johnsson adds. They also discuss how to short corporate debt, software-loan distress, secondary sales of private credit assets and investing in the AI boom.See omnystudio.com/listener for privacy information.

Darrell Duffie, the Adams Distinguished Professor of Management and Finance at Stanford Graduate School of Business, joins Bloomberg Intelligence's Ira Jersey on this Macro Matters edition of the FICC Focus podcast to discuss how much the Federal Reserve can realistically shrink its balance sheet under Chair Kevin Warsh. Duffie argues that the real constraint isn't on the asset side, but on the liability side of the Fed's balance sheet, especially reserve balances, paper currency and the Treasury General Account. The two examine how payment-system needs, liquidity regulations and banks' operational demand for reserves limit how far the Fed can go and why changes to those frameworks would be necessary for any meaningful reduction in balance-sheet size. They also discuss whether the Fed should rely more on traditional temporary open-market operations, the case for shifting the asset mix toward Treasury bills and away from mortgage-backed securities, and how intraday overdrafts or liquidity-saving mechanisms could reduce reserve demand over time. The episode closes with a discussion of stablecoins, why they may increase demand for reserves at the margin and why Duffie believes they are unlikely to transform the domestic payments system anytime soon. The Macro Matters podcast is part of BI's FICC Focus series.

“You show me the incentive and I’ll show you the behavior,” says Sach Jain, founder and CEO of Carrum Health. Jain joins Bloomberg Intelligence analyst Jonathan Palmer to explain why misaligned incentives sit at the heart of specialty care’s cost problem. Jain details how Carrum built a value-based marketplace around curated centers of excellence, surgeon-level quality data, bundled payments and provider risk, giving employers more predictable costs while offering patients a guided care path with fewer surprise bills. He also discusses specialty care’s $2.5 trillion annual spending, Carrum’s reach across almost 7 million lives, its expanding health-plan partnerships and why AI can either intensify the fee-for-service arms race or help providers prevent complications when incentives are aligned.See omnystudio.com/listener for privacy information.

More than 10,000 companies have been certified as B Corps, which requires them to change their legal structures to ensure their boards consider all stakeholders, not just shareholders; measure and manage impact; and commit to continuous improvement. On this week’s episode of the ESG Currents podcast, Clay Brown, chief standards officer at B Lab, joins Eric Kane, Bloomberg Intelligence director of ESG research, to discuss how companies balance fiduciary responsibilities with commitments to people and the planet. They also explore the biggest risks and opportunities for B Corps today, how the B Corp standards have changed over time, and much more.See omnystudio.com/listener for privacy information.

In this episode of FX Moment, Bloomberg Intelligence Chief FX Strategist Audrey Childe-Freeman and Win Thin, chief economist at Bank of Nassau 1982 Limited, discuss the US dollar outlook into 2H. They acknowledge the return of economics and yields as key FX drivers which implies that dollar strength may be the path of least resistance, at least in 3Q, and for as long as US economic exceptionalism dominates. Win and Audrey also share respective views on Fed policy, with low market conviction in the debate about rate cuts vs. rate hikes associated with low conviction about the near-term dollar view. Dollar-yen and FX views outside the dollar box, including EMFX, are also part of Win and Audrey's discussion. Listen to this episode on Apple Podcasts and Spotify.

Logistics companies face growing pressure to reduce emissions while keeping global supply chains moving. In this Talking Transports podcast, DHL Group Executive Vice President of Corporate Development Yin Zou joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how sustainability, clean operations and technology support DHL’s 2030 strategy. Zou explains why sustainable aviation fuel is key to decarbonization, with aviation generating about 70% of the company’s emissions. He also covers investments in fleet electrification, renewable energy, automation and AI. He also discusses customer adoption of GoGreen Plus, the economics of SAF, autonomous trucking pilots and why responsible logistics may become an industry standard.See omnystudio.com/listener for privacy information.

Credit and high yield recovered all losses due to the Iran war in 2Q. Will 3Q keep delivering gains, and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy, discusses the results of the BI 3Q26 Investor Survey and the market outlook with David Fancourt, High Yield Fund Manager at M&G Investments. They discuss valuations and central bank actions, along with distress and default rates. This podcast also covers survey results on investor positioning, sentiment, key return drivers, supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors.The Credit Crunch podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.

The governance landscape for AI agents is evolving amid new developments around agentic workflows, says SailPoint President Matt Mills. He joins Bloomberg Intelligence analyst Mandeep Singh on this episode of the Tech Disruptors podcast. The conversation also explores how agentic AI could reshape identity governance, from internal functions and product capabilities to potential shifts in pricing models and customer adoption.

“It’s not just gonna be about image quality. It’s gonna be about image quality and interpretation”, Butterfly Network’s CEO Joe DeVivo explains to Bloomberg Intelligence. In this Vanguards of Healthcare podcast episode, DeVivo sits down with BI analyst Matt Henriksson for an in-depth interview to talk about Ultrasound-on-Chip imaging module and the potential of using semiconductor chips to streamline ultrasound as point-of-care option that allows immediate scans and diagnostics. They also discuss the development of Butterfly’s Apollo, a machine designed to be 20x more powerful than its current iQ3 that will create images closer to how the anatomy looks and power its recently announced partnership with Midjourney for a full-body tomographic-imaging machine that utilizes Butterfly’s Ultrasound-on-Chip imaging modules.See omnystudio.com/listener for privacy information.

“Source code became almost free, like cheap and not important. And binaries became king because this is the outcome,” says Shlomi Ben Haim, co-founder and CEO of JFrog. Ben Haim joins Bloomberg Intelligence analyst Mandeep Singh in this episode of the Tech Disruptors podcast to discuss the impact of large-language-model coding agents, the challenges of keeping up with model guardrails, and why software supply-chain security and governance are top of mind for modern enterprises. Ben Haim explains how JFrog acts as the infrastructure and control plane for developer workflows, using JFrog Boost, a Model Context Protocol registry and JFrog Curation to help customers optimize token consumption, block malicious packages and automate software governance without compromising speed.

SpaceX bondholders are bolstered by a fat equity cushion, high-grade ratings and a relatively small amount of debt outstanding — but they depend on founder Elon Musk, according to Bloomberg Intelligence. “There’s a huge risk there, and the rating agencies have actually pointed this out in terms of governance,” Robert Schiffman, BI senior technology credit analyst, tells Bloomberg News’ James Crombie in this special episode of the Credit Edge podcast. “You’re absolutely on an Elon Musk trip — his vision and his ability to raise money is a large portion of this company right now,” adds George Ferguson, BI senior equity analyst for aerospace, defense and airlines. The trio also discuss poor secondary performance in SpaceX bonds, relative value compared with the equity, and credit-market risks if AI flops.See omnystudio.com/listener for privacy information.

From technology to food, global supply chains depend on Asia, making climate risks there relevant to investors everywhere. In this episode of ESG Currents, Bloomberg Intelligence sustainable-finance analysts Grace Osborne and Conrad Tan speak with Nana Li, Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, about why sustainability in Asia is more than a compliance exercise. From China’s industrial transition and clean-technology leadership to Japan’s governance reforms, they discuss why understanding the region’s diverse investment drivers is essential for building resilience, capturing opportunity and generating alpha.See omnystudio.com/listener for privacy information.

“When you just think about the distribution of outcomes on corporate bonds from these levels of spreads, the cost of getting a few of them wrong can wipe out a quarter, or even a year of alpha in these sort of lower-return opportunity type environments,” says Connor Fitzgerald, fixed income portfolio manager for Wellington Management. Fitzgerald joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast and discusses his cautious but constructive credit view, with spreads offering limited compensation for risk, particularly in investment grade (IG). The two talk defensive positioning, disciplined security selection, positive convexity and patience for better entry points to drive alpha, as well as longer-term IG supports including demographics and higher yields. AI-driven corporate capex funding and potential investor indigestion, fiscal dominance and balancing bottom-up and top-down views are also discussed.

Freight railroads are using technology, service improvements and private investment to strengthen their competitive position in North American supply chains. In this Talking Transports podcast, Association of American Railroads President and CEO Ian Jefferies joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how AI, predictive maintenance and automated inspection technologies are helping railroads achieve record safety levels while improving network efficiency. Jefferies explains why intermodal traffic is benefiting from tighter trucking capacity and how railroads are gaining share through improved service and lower transportation costs. He also discusses cross-border trade, regulatory modernization, autonomous rail operations and why rail remains well positioned to support future growth in manufacturing, chemicals, automotive production and housing-related demand.See omnystudio.com/listener for privacy information.

The US Supreme Court ruled that Federal Reserve Governor Lisa Cook can stay in her job for now, reinforcing the central bank’s independence from the White House and dealing a setback to President Donald Trump.In a separate ruling, the court expanded the president’s power to fire top government officials at other federal agencies.Voting 5-4, the high court said Cook can remain at the Fed while she fights Trump’s bid to oust her over unproven mortgage fraud allegations. Chief Justice John Roberts and Justice Brett Kavanaugh joined the three liberals in the majority. Bloomberg's Paul Sweeney and Scarlet Fu got reaction from: June Grasso, Bloomberg Law Host Elliot Stein, Bloomberg Intelligence litigation analyst Tyler Kendall, Bloomberg Washington correspondent Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor See omnystudio.com/listener for privacy information.

“Data centers are here to stay, and the world is going to need them as AI adoption accelerates,” says Steven Siesser, partner at Lowenstein Sandler, chair of the firm's private equity practice and co-lead of its data center practice, in conversation with Bloomberg Intelligence's Associate Director of Research Alexandra Davidov and Senior Technology Analyst Anurag Rana. In this episode of Tech Disruptors, they discuss how AI data centers are reshaping infrastructure finance, from hyperscaler-backed leases and neo-cloud credit risk to private equity, private credit and sovereign capital. Siesser explains why power, community acceptance and supply-chain constraints remain key bottlenecks, while long-term leases and hyperscaler demand are reshaping how lenders underwrite the build-out.

Global credit markets swung through war and peace, making strategic insights essential for the second half of the year. Bloomberg Intelligence's credit strategists have their sights set on 2H, but what do their outlooks hold? 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 discuss key research, data and views from around the world. Basel Al-Waqayan (Middle East), Tim Tan and Jason Lee (Asia), Reto Bachmann (structured credit), Heema Patel (Europe) and Sam Geier (US) share their outlooks and the key 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.

Further acceleration in AI debt issuance has the potential to steer demand away from government bonds, according to Amundi, Europe’s largest asset manager. “At some point it could have a crowding effect, but we are not there yet,” Gregoire Pesques, the firm’s chief investment officer for global fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “It’s a risk that we monitor,” says Pesques, whose company has $2.7 trillion under management. They also discuss value in corporate debt relative to government bonds, how G7 countries are behaving more like emerging markets and Amundi’s concerns about central bank independence. See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Chief European Rates Strategist Huw Worthington joins Ira Jersey on this Macro Matters edition of the FICC Focus podcast to discuss the latest moves from the European Central Bank, the Bank of England and global rate markets. Worthington explains why the ECB's recent rate hike may already look too aggressive now that oil and gas prices have fallen back, and why the market may be overpricing further tightening if euro-area inflation undershoots target in 2027 and 2028. The two also examine why Europe's growth backdrop remains weaker than the US, how the ECB's single inflation mandate differs from the Fed's broader framework, and why those differences matter for yield curves and market pricing. They also discuss the UK gilt market, including the impact of political turnover, fiscal constraints and leadership changes on long-end yields, as well as the outlook for peripheral spreads in Europe. The episode closes with a look at anomalies in US SOFR curve pricing, including why Bloomberg Intelligence sees current expectations for multiple Fed hikes, followed quickly by cuts, as difficult to justify.

“The number one thing that results in a better outcome for someone who is sick is actually, ‘Do you have an advocate on your side?’” says Farid Vij, co-founder and CEO of Citizen Health. Vij joins Bloomberg Intelligence analyst Jonathan Palmer to explain how Citizen Health is building an AI-powered advocate for patients with rare and complex diseases. He discusses the company’s mission to aggregate longitudinal health data, support caregivers, accelerate research and create a future where personalized guidance replaces one-size-fits-all medicine.See omnystudio.com/listener for privacy information.

The cybersecurity industry is facing unprecedented challenges as AI models become more capable. On this episode of Tech Disruptors, SentinelOne co-founder and CEO Tomer Weingarten talks about deploying security for AI agents and the evolution of the security operations center (SOC) with LLMs. He joins Bloomberg Intelligence analyst Mandeep Singh to discuss the impact of Anthropic Mythos, M&A in cybersecurity and the changing nature of attacks as tools become more sophisticated.

Green-bond rules are spreading across governments, but fragmentation may emerge as a hurdle for sustainable finance. Different legal frameworks across jurisdictions are raising questions about how issuers and investors can move capital across borders without added complexity. On this week’s ESG Currents, Aldo Romani, head of sustainable finance, and Tomomitsu Maruta, sustainable finance officer, both in the Finance Directorate at the European Investment Bank, join Bloomberg Intelligence’s Chris Ratti to discuss how the Green Bond Principles and European Green Bond Standard have helped sustainable-debt markets evolve by improving clarity around labeled-bond structuring. Recorded June 18.See omnystudio.com/listener for privacy information.

After more than a decade as a private company, Chinese social media app Xiaohongshu, known internationally as RedNote, is testing China’s mood for all things tech with its plan to list in Hong Kong. On today’s Big Take Asia podcast, host K. Oanh Ha speaks with Bloomberg Intelligence’s Robert Lea about why the time may be right for an IPO and what Xiaohongshu's debut says about the future of China’s tech industry. Read more: Xiaohongshu Is Said to Ready Hong Kong IPO Filing This MonthSee omnystudio.com/listener for privacy information.

Global supply chains remain under pressure from geopolitical disruptions, tight airfreight capacity and shifting sourcing strategies. In this episode of the Talking Transports podcast, AIT Worldwide Logistics Chairman and CEO Vaughn Moore joins Bloomberg Intelligence’s Senior Transportation and Logistics Analyst Lee Klaskow to discuss how freight forwarders are helping customers navigate an increasingly complex environment. Moore explains why airfreight markets remain constrained by capacity rather than demand, with hyperscalers and data-center investment becoming major drivers of cargo volumes. He also discusses evolving ocean freight dynamics, growing demand for customs and trade compliance expertise, and why AI is emerging as a productivity enhancer rather than a replacement for freight forwarding professionals. The conversation covers how scale, technology and supply chain agility are becoming key competitive advantages in global logistics.See omnystudio.com/listener for privacy information.

“LLMs give us the opportunity to kind of rethink how much expected skill we can get out of our tools and techniques,” says Jeffrey Rosenberg, managing director and senior fixed income portfolio manager for BlackRock Systematic. “If deep fundamental value investing is dedicating 10,000 hours to create ... concentrated portfolios based on an expectation of high degrees of skill, maybe we can do something similar because the technology allows us to.” This is an evolution from a model focused on maximizing small advantages, according to Rosenberg, who joins Bloomberg Intelligence's Noel Hebert on this episode of the Credit Crunch podcast. The two discuss rates decorrelation, systematic's peanut-butter-cup moment and iShares Systematic Alternatives Active ETF (IALT), the company's latest liquid systematic-strategy offering. The Credit Crunch podcast is part of BI's FICC Focus series.

Matt Fitzpatrick, CEO of Invisible Technologies, joins Bloomberg Intelligence's Mandeep Singh on this episode of the Tech Disruptors podcast to discuss the use of reinforcement learning by frontier model providers for training, as well as the company's enterprise business. They explore reinforcement learning from human feedback (RLHF), agentic AI and self-improvement, the evolution of large language models, coding agents and contact centers.

On this special Juneteenth Holiday edition of Bloomberg Daybreak - hosted by Nathan Hager: - We survey the big tech landscape ahead of Micron Earnings with Mandeep Singh, Bloomberg Intelligence Global Technology Lead and Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence -We look at state of anti-trust cases in America with Jenn Rie of Bloomberg Intelligence. - Plus, We are just days away from the official start of summer..So we thought it would be a good time to look at travel as many get to embark on vacations..We do that with Nikki Ekstein and Chris Rovzar of Bloomberg Pursuits.See omnystudio.com/listener for privacy information.

Emerging market credit index futures improve liquidity and balance-sheet efficiency, yet they also open the door to a wider range of tactical and relative-value trading opportunities. Lee Bartholomew, global head of derivative markets at Deutsche Börse, joins Damian Sassower, Bloomberg Intelligence's chief EM fixed income strategist, to assess the evolution of Eurex-listed EM credit index futures, with a focus on market structure and investor adoption. Bartholomew and Sassower discuss the potential for portfolio hedging, smart-beta overlays, basis trading and short positioning, as the universe of exchange-traded and unfunded EM credit exposure evolves.

Private credit disarray spells opportunity for housing giant Pretium, which targets high returns by lending to US homebuilders. “Our private credit looks a little bit different than other private credit in the sense that we are secured, we have real good downside protection,” Jon Pruzan, the company’s co-president, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Erica Adelberg in this episode of the Credit Edge podcast. “We have a lot of people who want capital and not a lot of people providing capital — that puts us in an opportunity to continue to generate attractive returns,” says Pruzan, who was previously chief financial officer at Morgan Stanley. They also discuss housing fundamentals, opportunity by region, how Pretium achieves midteens returns and political risks going into the November US midterm elections.See omnystudio.com/listener for privacy information.

HPE President & CEO Antonio Neri talks with Bloomberg's Paul Sweeney and Scarlet Fu on Bloomberg Intelligence about how AI usage is helping grow the company and how important it is as a tech company to see the acceleration of AISee omnystudio.com/listener for privacy information.

Artificial intelligence is reshaping banking infrastructure, from accelerating core migrations to enabling agentic experiences that can automate complex workflows. In this episode of Bloomberg Intelligence's Tech Disruptors podcast, Vishal Dalal, chief product officer of financial solutions at Fiserv, joins BI fintech and payments analyst Diksha Gera to discuss how banks are using AI to modernize legacy systems and improve data quality while managing security, compliance and governance risks. The conversation explores Fiserv's vision for AgentOS, an intelligence layer that sits on top of bank data and applications, enabling agents to interact dynamically across platforms.

As AI infrastructure scales up, the conversation is moving beyond graphic processing units (GPUs). Faster compute creates new pressure on the data layer, and companies are increasingly focused on whether their infrastructure can move, manage, protect and deliver data fast enough to keep AI systems productive. In this episode of Tech Disruptors, Bloomberg Intelligence analyst Woo Jin Ho speaks with Alex Bouzari, CEO of DDN, about the company's role in AI data infrastructure, the shift from storage to broader data platforms, DDN's high-performance computing heritage, its work with Nvidia and the business-model changes taking shape as AI moves from experimentation to production.

On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by CoinDesk Indices President Dave LaValle to unpack a $2.97 billion outflow streak from Bitcoin ETFs and what it really means for institutional adoption.Bloomberg Intelligence Senior ETF Analyst Eric Balchunas joins the show to explain why the recent outflows may be more noise than signal, share his bullish outlook on the fast-rising HYPE ETFs, and discuss how firms like Morgan Stanley, Goldman Sachs, and BlackRock are expanding access to Bitcoin through new investment products. In this week's 10X segment, LaValle breaks down the fundamentals of margin trading, explaining what separates professional traders from retail investors when it comes to managing leverage, risk, and conviction. Plus, Stellar Development Foundation CEO and Executive Director Denelle Dixon discusses DTCC's decision to select Stellar as the first public blockchain connected to its upcoming tokenized securities settlement platform, and what it means for the future of tokenization and institutional blockchain adoption. - This episode of Public Keys is brought to you by Kraken. For more: ⁠https://pro.kraken.com/⁠ - Timecodes: 00:00 Welcome to Public Keys 00:54 Jamie Dimon vs Brian Armstrong on Stablecoin Yields 03:21 Bitcoin ETFs Shed $2.97B in Outflows 05:50 BTC ETFs Post Worst Week Since January 06:50 Grayscale Amends HYPE ETF Filing 08:36 Bloomberg Intelligence's Eric Balchunas Joins Public Keys 09:39 Why BTC ETF Outflows Are Just 'Noise' 13:00 Wall Street's New BTC Products: Goldman, Morgan Stanley, iShares 15:33 HYPE Is the 'Hansel from Zoolander' of Crypto ETFs 17:57 Will SpaceX ETFs Pull Capital from Crypto? 20:42 10X: What Separates Pro Traders from Retail 22:25 Knowing Your 'Out': The Biggest Mistake in Margin Trading 25:06 Stellar Development Foundation's Denelle Dixon on the DTCC Tokenization Deal 26:14 Stellar Hits $3B in Tokenized Assets in Five Months 28:46 Can Blockchains Handle DTCC-Level Volume? 30:21 Digital Twins and the Issuer-Led Tokenization Question 31:50 Will One Blockchain Win the RWA Race? - This episode was hosted by Jennifer Sanasie.