Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Hosts: Paul Sweeney and Scarlet Fu.

On this podcast:

- Mickey Down and Konrad Kay, co-creators, Writers and Executive Producers of the HBO show “Industry” discuss season 4.
- Brian Egger, Bloomberg Intelligence Senior Gaming and Lodging Analyst, discusses how the run-up to the Superbowl on February 8th could be a key window for sports betting companies like DraftKings and FanDuel.
- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses how Nike’s turnaround is taking shape in North America.
- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses his 2026 airline outlook.
- Jody Lurie, Bloomberg Intelligence Credit Analyst, discusses research on cruise lines versus theme parks in 2026.
- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Amazon Web Services Growth could pickup in 2026.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses Meta Platforms being set to become one of the world’s biggest corporate buyers of nuclear power, striking a series of deals to purchase electricity from existing plants and support new reactor projects.

-Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, discusses why U.S restaurant sales look set to rebound. BI’s US restaurant same-store sales fell 1.1% in December as cold, snow and a 25-year high in flu cases weighed on traffic, but BI’s 2026 outlook remains bright as the industry laps severe 1Q25 weather, flu disruptions, tariffs and the government shutdown.

-Craig Trudell, Bloomberg Global Autos Editor, discusses autos. General Motors will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs. The announcement Thursday brings the total writedowns from GM’s huge bet on battery-electric cars to $7.6 billion, following smaller charges revealed in October.

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, discusses President Donald Trump demanding a $500 billion increase in annual defense spending and threatening to cut out some companies that would profit from the boost.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses earnings from Constellation Brands. According to BI, Constellation Brands is navigating the dual challenge of supporting beer-segment profit amid unusually soft market conditions while incurring significant costs from divesting part of its underperforming wine business.
Ken also discusses his research on a protein drink surge.

-Jeffrey Langbaum, Bloomberg Intelligence Senior US REIT Analyst, discusses President Donald Trump saying he would move to ban institutional investors from buying single-family homes. The news sent the S&P 1500 Homebuilding Index down, with shares of homebuilders including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc. all down.

-Zoe Tillman, Bloomberg News Senior Reporter covering Law and Politics, discusses the Bloomberg Big Take story: “More Than 1,000 Firms Join Tariff Suits as Court Ruling Looms.” After months on the sidelines, a flood of businesses spanning the global economy have rushed to stake a claim in the weeks since the justices signaled skepticism of Trump’s signature trade policy during a Nov. 5 hearing. More than 1,000 corporate entities are now involved in the legal fight, court records show, teeing up an unprecedented struggle over what happens next if the administration loses.

See omnystudio.com/listener for privacy information.