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Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.
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show series
 
The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice a…
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The Bloomberg Intelligence Fair Value Model is currently showing a 19.1x multiple on the S&P 500, which is lower than where we currently are, due to the Mag 7 driving a lot of the valuation premium in the index. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence and co-host Mich…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloombe…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a poten…
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The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloombe…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the possibility of a government shutdown. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Nathan Dean, B…
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What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.…
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025. See omnystudio.com/listener for privacy in…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses the Supreme Court saying it will hear TikTok’s challenge to a U.S ban. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the latest on the markets and the Fed. Steve Man, …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. James Abate, Managing Director & Chief Investment Officer, Centre Asset Management, discusses the latest on the markets. Brian Gilvary, Chairman of INEOS Energy, discusses…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Oliver Crook, Bloomberg Europe Correspondent, discusses German lawmakers passing a measure that will pave the way for a national election in two months. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federates Hermes, discusses his outlook…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jennifer Rie, Bloomberg Intelligence Senior Litigation Analyst, discusses Albertsons Suing Kroger for a breach of a contract. Todd Gillespie, Bloomberg Finance Reporter, discusses the Bloomberg Big Take story: “Jane Fraser Stares Down Skeptics Ahead of Citi’s Cri…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, recaps Broadcom earnings. Alan Katz, Bloomberg Paris Bureau Chief, discusses French President Emmanuel Macron naming a new Prime Minister. Miguel Sosa, Head of Market Research & Strategy at Bluerock, discusses h…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S PPI data. Huw Worthington, Bloomberg Intelligence European Rates Strategist, discusses the latest ECB decision. Ann Berry, Founder & Managing Partner at Threadneedle, discusses the latest on …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses the main owner of US chocolate maker Hershey rejecting a preliminary takeover offer from Mondelez International. William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Lindsey Pie…
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Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for Bloomberg Intelligence, spoke…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Daniel Carvalho, Bloomberg Government reporter in Brazil, discusses Brazil President Luiz Inacio Lula da Silva undergoing emergency brain surgery. Michelle Cortez, Bloomberg Senior Editor covering Healthcare, discusses where UnitedHealth stands after NYC killing. Ned Lazarus, Ass…
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A 26-year-old man suspected in the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson was arrested in Altoona, Pennsylvania.The man, identified as Luigi Mangione, was recognized while he was eating at a McDonald’s restaurant by an employee. He was found with a manifesto, multiple fake identifications and a so-called ghost gun with a…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of Syria and fall of Bashar Al-Assad. Kirsten Fontenrose, President of Red Six Solutions, discusses the latest out of Syria. Jennifer Bartashus, Bloomberg Intelligence S…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Neil Sipes, Bloomberg Intelligence Financials Analyst, discusses BlackRock buying the credit firm HPS in a $12 Billion all-stock deal. Enrique Gonzalez, BNEF Head of US Gas Research, discusses U.S gas demand. Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discusses TikTok facing a U.S ban. Tom Gimbel, Founder and Board Member of LaSalle Network, joins to discuss the November jobs report and hiring in the US. Jeffrey Cleveland, Chief Economist at Payden & Rygel,…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, discusses Bitcoin hitting $100,000. Phil Serafino, Bloomberg Senior Markets Editor, discusses the latest news out of France. Carol Pepper, Founder and CEO at Pepper International, joins to discuss her outlook for t…
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Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government, pitching the country into a prolonged period of turbulence that’s likely to further unsettle investors. For reaction and analysis, hosts Tim Stenovec and Emily Graffeo speak with Bloomberg Daybreak Europe host Stephen Carroll, reporting live from ou…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Myles Miller, Managing Editor at Bloomberg News, gives reaction to the NYPD’s press conference after Brian Thompson, a longtime executive, was fatally shot in midtown Manhattan. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Anurag Rana, Bloomberg Intel…
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Themes ranging from decentralized energy to nuclear to solar have found fresh footing this year due to secular growth trends such as the acceleration of electrification needs. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Breanne Dougherty, head of thema…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Daniel Ten Kate, Bloomberg Asia EcoGov Executive Editor, discusses South Korean President Yoon Suk Yeol declaring martial law. Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses her outlook for the markets. Sarah Samuels, Head of Investment Manager Research, at N…
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