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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
 
Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Shelby McFaddin, Investment Analyst at Motley Fool Asset Management, discusses her outlook for the markets. A selloff in Wall Street’s largest technology companies dragged down the stock ma…
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The Bloomberg Intelligence small-cap BMVP multi-factor portfolio outperformed the Russell 2000 equal-weight index last year, with value, momentum, low volatility and profitability all working well in small caps. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst with Bloomberg Intelligence, along with co-h…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are: Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Disappointing retail sales last month added to concerns of a pullback in consume…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Anurag Rana, Bloomberg Intelligence Technology Analyst, recaps Oracle earnings. Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, recaps Kohl's earnings. Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pha…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. US consumer sentiment fell to a more than two-year low and long-term inflation expectations jump…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Albertina Torsoli, European Transport and Industrials Reporter, discusses President Donald Trump threatening to impose a 200% tariff on wine, champagne, and other alcoholic beverages from France and the European Union. …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs. President Donald Trump’s 25% tariffs on steel and aluminum imports came into force Wednesd…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Joe Deaux, Bloomberg Mining Reporter and Richard Bourke, Bloomberg Intelligence Senior Analyst, Basic Materials, discuss tariffs. President Donald Trump announced he would increase steel and aluminum tariffs on Canada…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee Today's Podcast Features: Tyler Kendall, Bloomberg News Reporter, discusses President Donald Trump saying the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early f…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. *Interviews from live Bloomberg Invest Broadcast* On this podcast: Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector and how Artificial intelligence is reshaping the industry. Katie Fogertey, Chief Financial Officer at Shake Shack. dis…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses Russia being willing to discuss a temporary truce in Ukraine, according to people familiar with the matt…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Mark Niquette, Bloomberg Real Economy Reporter, discusses US employers in February announcing plans to reduce headcount at the fastest pace since early in the pandemic, led by cuts in the gover…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest* Today's Podcast Features: Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses ISM services and ADP data, along with tariffs. Hiring at US compan…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel *Broadcasting live from Bloomberg Invest* Today's Podcast Features: Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses President Donald Trump’s tariffs taking effect. Donald Trump delivered on his thre…
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With the number of mergers and acquisitions being positively linked to small-cap performance, this year will be one to watch after a particularly weak 2024. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small cap and sector strategist …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today's Podcast Features: Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses ISM Manufacturing PMI data. US factory activity edged closer to stagnatio…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Gene Munster, Managing Partner at Deepwater Asset Management, recaps Nvidia earnings. Daniel McGahn, AMSC CEO, discusses the energy sector. Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks about Starbucks cutting 1,100 corpor…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Priya Misra, Fixed Income Portfolio Manager, at JPMorgan Asset Management, discusses the latest US economic data and the markets. Dr Ariel Cohen, Senior Fellow at the Atlantic Council, joins to discuss today’s Trump, Zelenskiy meeting. Peter Tchir, Head of Macro Strategy at Acade…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses President Donald Trump’s tariffs. Gene Munster, Managing Partner at Deepwater Asset Management, joins to talk Nvidia earnings. Frank Monkam, Head of Macro Trading at Buffalo Bayou, discusses the latest on the markets. Hosts…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Erik Wasson, Bloomberg Congressional Reporter, discusses House Republicans passing a budget blueprint calling for deep cuts in safety-net programs such as Medicaid, paving the way for $4.5 trillion in tax cuts. Daniel McGahn, AMSC CEO, discusses company earnings and the energy se…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Stephanie Guichard, Senior Economist at the Conference Board, discusses consumer confidence data. Carol Schleif, Chief Investment Officer, at BMO Family Office, discusses her outlook for the markets. Tom Orlik, Bloomberg Economics Chief Economist, talks about the Trump administra…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Apple saying it will hire 20,000 new workers and produce AI servers in the US. Kathleen Quirk, President and CEO of Freeport-McMoRan, joins from the BMO Global Metals, Mining and Critical Minerals conferen…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest autos news. Mark McClain, CEO of Sailpoint Technologies, talks about SailPoint’s IPO. Spencer Soper, Bloomberg News Technology and E-Commerce Reporter, discusses…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses her outlook for the markets. Glen Losev, Bloomberg Intelligence Senior Equity Analyst, discusses the US Justice Dep…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Emily Cohn, Bloomberg Consumer Team Leader, discusses Walmart earnings. Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, discusses the Fed and the markets. Sara Lind, Co-Executive Director of Open Plans, discusses New York City congestion prices. Phil Orlando, …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Max Chafkin, Bloomberg Businessweek Senior Reporter and Co-Host of the Elon Inc Podcast, discusses Elon Musk's X being in talks to raise money from investors at a $44 billion valuation. Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Wednesday’s Apple product la…
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