Bloomberg Opinion

Bloomberg

Get wide-ranging commentary on the latest in business, economics and politics on the Bloomberg Opinion podcast.

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102 episodes
Updated Jul 12, 2024

Episodes102

Newest first

May 5, 2023 · 35 min
The Price of Bank Runs and the Value of Twitter Blue
Bloomberg Opinion columnist Paul Davies says although JPMorgan's rescue of First Republic calmed markets for a brief moment, regulators should consider how the costs of such a move could ripple through the economy. Opinion's Lisa Jarvis joins to discuss the weight loss drug race. We also consider the implications for America's democracy if we do in fact see a Biden-Trump rematch with columnist Clive Crook. Bloomberg's Allison Schrager also joins to talk about the value of Twitter Blue, and whether it's been destroyed by Elon Musk. Amy Morris hosts. See omnystudio.com/listener for privacy information.
Apr 28, 2023 · 35 min
The Cure to Bank Runs and the AM Radio Quagmire
How do you stop bank runs? Bloomberg Opinion's Paul Davies says the less banks, the less runs. We also discuss the US housing market and childcare in America. Bloomberg Opinion's Conor Sen and Kathryn Edwards say, respectively, both are broken. And Opinion columnist Liam Denning also joins, explaining why electric vehicles are a threat to AM Radio. Amy Morris hosts. See omnystudio.com/listener for privacy information.
Apr 20, 2023 · 35 min
Fed Disunity and the Mifepristone Court Battle
Is Fed disunity coming at just the wrong time? Bloomberg Opinion's Jonathan Levin talks about the Fed dissent and how it could affect inflation in the US. Opinion's Lisa Jarvis says the recent ruling on mifepristone is a threat not only to women's health, but also pharmaceutical innovation. Bloomberg Opinion editor Sarah Green Carmichael critiques complicated hiring practices, and columnist Lara Williams offers a warning: flights are about to get a lot more expensive. Amy Morris hosts. See omnystudio.com/listener for privacy information.
Apr 14, 2023 · 34 min
Will Americans Push Back on Inflation, and Farmers on America First?
Bloomberg Opinion columnist Chris Bryant says we're all being too passive on inflation. What action can consumers take? He joins to explain. Opinion's Adam Minter also joins, discussing how protectionism negatively impacts farmers. Frank Wilkinson and Conor Sen also talk about their recent columns, "Tennessee Gun Politics Are Warped by Racism" and "Major League Baseball’s Revolution Has Just Begun." Amy Morris hosts. See omnystudio.com/listener for privacy information.
Apr 6, 2023 · 35 min
Biden's Missed Oil Opportunity and CDC Mistrust
President Biden promised to refill the Strategic Petroleum Reserve when oil prices reached a certain threshold. It hit that level, and Biden flinched. Now, he'll pay for it, says Liam Denning, columnist with Bloomberg Opinion. Liam joins us alongside columnists Justin Fox, Faye Flam, and Beth Kowitt. With the Bloomberg Opinion team, we examine New York City's COVID rebound, the CDC's attempt to re-establish trust, and what "workaholism" means for women. Amy Morris hosts. See omnystudio.com/listener for privacy information.
Mar 31, 2023 · 35 min
A Netanyahu Pivot and Federal Spending Lessons
Israeli Prime Minister Benjamin Netanyahu pivots from his controversial judiciary proposal in the face of mass protests. Opinion columnist Bobby Ghosh discusses the questions it raises about Israel's democracy. Bloomberg's Allison Schrager and Timothy Lavin also join. Allison talks about how rising rates are making us re-examine federal spending, and Lavin explains why the expensive government semiconductor bill is headed towards failure. Opinion's Andrea Felsted also joins, discussing how recent bank crises are impacting Big Bling. Amy Morris hosts. See omnystudio.com/listener for privacy information.
Mar 24, 2023 · 35 min
Gen Z Workers and America's Needed Real Estate Bust
Columnist Conor Sen describes the real estate bust that America's suburbs need. Justin Fox is looking for the labor force's missing Gen Z workers. Beth Kowitt explains how abortion politics put Walgreens in a no-win situation. Jonathan Bernstein asks 'will the GOP stick by Trump' Hosted by Amy Morris. See omnystudio.com/listener for privacy information.
Mar 17, 2023 · 34 min
In Search of the New SVB and the Future of Cancer Drugs
Opinion columnist Tim Culpan joins the program to discuss the future of startups and venture capitalists who found a home in Silicon Valley Bank. Lisa Jarvis with Bloomberg Opinion digs into the Pfizer-Seagen deal, exploring the possibilities for cancer drug development. Opinion's Jonathan Bernstein also joins, weighing the future of the Republican Party should former President Trump be indicted. And columnist Allison Schrager discusses why workers feel so unhappy, despite ample lesiure time. See omnystudio.com/listener for privacy information.
Mar 10, 2023 · 34 min
Ohio Looks for Answers, Workers Call for Benefits
Who owns train cars? Not who you think, according to Bloomberg Opinion's Brooke Sutherland. She joins to explain. Editor Sarah Green Carmichael also joins to talk about giving workers benefits, as opposed to raises. And Opinion columnist Alexis Leondis talks about the mortgage lender lie, while Lara Williams discusses ocean health. See omnystudio.com/listener for privacy information.
Mar 3, 2023 · 33 min
Data Dependency and the Global Energy Pivot
Opinion columnist John Authers reflects on the week in markets and looks at the Fed's rate hike path. He explains why the phrase "data dependent" carries more meaning than it might seem. Opinion's David Fickling describes the unintended consequences of Russia's war in Ukraine as it relates to energy. And columnist Shuli Ren previews China's National People's Congress. See omnystudio.com/listener for privacy information.
Feb 24, 2023 · 34 min
The Fed Lag and Mortgage Rate Dilemma
Bloomberg Chief Rates correspondent Garfield Reynolds says the strong start to 2023 might just be a red herring. He joins to break down rate moves and explains what recent eco-data and hawkish Fed messaging might mean for the US economy. Opinion's Tim Culpan discusses the exploding interest in ChatGPT and outlines the risks of artificial intelligence developed in China. Columnist Alexis Leondis also joins to discuss the mortgage double-edged sword. See omnystudio.com/listener for privacy information.
Feb 17, 2023 · 34 min
Fed Hawks Emerge as Inflation Remains Sticky
St. Louis Federal Reserve president James Bullard and head of the Cleveland Fed Loretta Mester roil markets late in the week after suggesting the Fed could raise rates for longer than anticipated. How does the rate hike path affect investing strategies? Bloomberg Chief Rates correspondent Garfield Reynolds discusses what this week’s market moves mean for investors and breaks down recent bond market activity. Bloomberg Opinion columnist Tim Culpan takes a close look at Japanese conglomerate SoftBank and explains why it might seem too big to fail, but actually is not. Opinion’s Alexis Leondis also joins, talking about the inflation pinch on childcare and why the tax code cannot keep up with costs. See omnystudio.com/listener for privacy information.
Feb 10, 2023 · 34 min
Should the Fed Cut Rates... and Should You Cut Meat?
Could we see rate cuts this year? Maybe, says Bloomberg Chief Rates Strategist Garfield Reynolds. But it'll come at a cost. Adani isn't Evergrande - it's worse, according to Bloombrerg Opinion's Shuli Ren. We discuss what's next for Gautam Adani. We also explore meat alternatives with Opinion columnist Stephen Mihm. See omnystudio.com/listener for privacy information.
Feb 3, 2023 · 33 min
Man versus market: Powell and Adani Go it Alone
John Authers and Mark Cranfield pick apart the market reaction to Fed Chair Jerome Powell's post-FOMC news conference. They appraise the market's response to what it heard. Indian industrialist Gautam Adani found himself at the mercy of the market this week too. Shuli Ren explains Adani's predicament and what any permanent damage may mean for India's growth trajectory. See omnystudio.com/listener for privacy information.
Jan 27, 2023 · 33 min
Tanks in Ukraine and China's Reopening
The US and Germany will supply Ukraine with top tier battle tanks. How will it help Ukraine fight against Russian aggression? Retired Navy Admiral and Bloomberg Opinion columnist James Stavridis offers his outlook. Bloomberg Executive Editor for Asia Markets Paul Dobson also joins to discuss the push and pull between US and Asian markets. In this episode, we also cover the political instability in Myanmar with Opinion's Clara Ferreira Marques, and columnist Justin Fox explains why retail could surprise in 2023. Listen to the latest Bloomberg Opinion podcast for all of these stories from this week. See omnystudio.com/listener for privacy information.
Jan 20, 2023 · 34 min
The Fed’s Impact on EM and America’s Drinking Problem
How will rate hikes from the Federal Reserve play out in emerging markets? We get the view from Bloomberg Opinion columnist John Authers. Plus, Garfield Reynolds tells us why fighting the Bank of Japan could be a losing bet. And Justin Fox weighs in on the post-pandemic drinking binge that just won't end. Listen to the latest Bloomberg Opinion podcast for fresh takes on these and other stories in the news this week. See omnystudio.com/listener for privacy information.
Jan 13, 2023 · 33 min
House on Fire
Republicans elected a House Speaker. Although Kevin McCarthy seems secure in the role, for now, Bloomberg Opinion columnist Jonathan Bernstein believes there's more instability to come. And Bloomberg's John Liu examines China's geopolitical and economic risks. See omnystudio.com/listener for privacy information.
Jan 6, 2023 · 32 min
China's COVID Pivot and Speakership Stagnation
Shuli Ren discusses returning home amid China's reopening and the devastating effects of zero-COVID. John Authers breaks down market risks, as they relate to inflation, the Fed, and DC gridlock. And Tim Culpan weighs Twitter's future. See omnystudio.com/listener for privacy information.
Dec 28, 2022 · 34 min
The Best of Bloomberg Opinion
Join us as we wrap the top stories we covered this year. Philosopher Volodymyr Yermolenko breaks down Ukrainian and Russian identities and post-war questions. Clara Ferreira Marques remembers Mikhail Gorbachev. David Fickling examines the world's bread baskets, and Cambridge professor Helen Thompson discusses the new world order. See omnystudio.com/listener for privacy information.
Dec 22, 2022 · 34 min
Not So Negative Anymore
Global reaction to the Bank of Japan's decision to tweak its yield curve control mechanism with Marcus Ashworth and Paul Dobson. Jonathan Bernstein wraps up the year in politics. And Bobby Ghosh joins to discuss the lessons the 2022 World Cup had to teach us. See omnystudio.com/listener for privacy information.