Bloomberg Intelligence

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller.- Warner Bros. Discovery plans to once again reject a takeover bid from Paramount Skydance Corp. after the rival media company amended the terms of its offer, according to people familiar with the company’s thinking.The Warner Bros. board hasn’t made a final determination, but will meet next week, said the people, who asked to not be identified discussing internal deliberations. Among the board’s concerns, Paramount has yet to increase its offer, which Warner Bros. earlier rejected as inferior to one from Netflix. On this edition:Paul and Matt speak with:- Luke Stillman, Madison & Wall Managing Director, on the latest at Warner Bros and Paramount.- Theresa Payton, Fortalice Solutions CEO, on her cybersecurity outlook for 2026.-Cathy Seifert, CFRA Analyst, on Berkshire Hathaway entering a new era.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Television Host Matt Miller. -Tesla published a compilation of analyst estimates for vehicle deliveries to its website, and the averages for the current quarter are more pessimistic than those gathered by Bloomberg.By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.On this edition:Paul and Matt speak with:-Craig Trudell, Bloomberg Global Autos Editor, on Tesla.- Erin Keating, Cox Automotive Executive Analyst, on EVs.-Amir Vexler, Centrus Energy CEO & President, on nuclear energy and AI demand.-Paul Larbey, Bango CEO, on the latest at Warner Bros. Paramount.See omnystudio.com/listener for privacy information.

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde. -Oil reversed Friday’s decline as US-led talks to end the war in Ukraine failed to yield a breakthrough, and China vowed to support growth next year.Brent traded near $62 a barrel, while West Texas Intermediate topped $58. The US has stepped up a push to end the war, but sticking points remain, highlighting the difficulty in reaching a deal. President Donald Trump said he made progress in talks on Sunday with Ukrainian counterpart Volodymyr Zelenskiy at Mar-a-Lago. Zelenskiy said he asked Trump for 30 to 50 years of security guarantees.Paul and Caroline speak with:- Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, on oil.- Mike Regan, Bloomberg News Managing Editor for Equities, on Michael Burry, founder of Scion Asset Management, the AI trade and big trades of 2025.- Katherine Chiglinksy, Bloomberg News Investing Team Leader, on the Bloomberg Big Take story: “It’s Revenge of the Banks’ as Private Creditors Lose Their Edge.”- Mina Fahmi, Sandbar Co-Founder & CEO, on the company’s AI-powered smart ring product and AI.See omnystudio.com/listener for privacy information.

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu.On this podcast:- Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, on North America Consumer Hardlines 2026 Outlook- Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, on homebuilder sentiment in 2026- Vincent Piazza, Bloomberg Intelligence Senior Equity Research Analyst, Oil & Gas on 2026 Outlook: US Natural Gas E&Ps- Calvin Butler, CEO of Excelon, on data center boom/challenge of managing an energy grid.- Beth Kowitt, Bloomberg Opinion Columnist, on Inside Walmart’s Masterclass in Reputation Rehab- Connie Chung, award-winning journalist and news anchor, recent author of her memoir "Connie" on the changing media/news landscapeBloomberg 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. On this special holiday week episode, Paul Sweeney hosts along with Bloomberg Tech co-host Caroline Hyde. Oil slumped in muted post-Christmas trading as investors assessed a step forward in long-stalled Ukraine peace talks which could lead to a deal that allows more Russian oil into global markets grappling with oversupply. West Texas Intermediate edged down on Friday to trade near $58 a barrel, though still on track for the biggest weekly gain since late October, while Brent was below $62. Ukrainian President Volodymyr Zelenskiy said he expects to meet with US President Donald Trump in Florida on Sunday about ending Russia’s war, adding that his country’s framework deal with the US was “almost ready” and signing it will depend on the upcoming meeting.Paul and Caroline speak with:- Dr. Ellen Wald, Atlantic Council Senior Fellow discusses oil amid geopolitical unrest- Mishel Alon, Chief Business Officer at Verve discusses consumer sentiment and spending- Carol Pepper, CEO at Pepper International discusses marketsSee omnystudio.com/listener for privacy information.