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 Hosts Matt Miller and Vonnie Quinn.- Tesla vehicle sales fell 8.6% last year, dropping the Elon Musk-led company well behind China’s BYD Co. in the global ranks of electric-car makers. Fourth-quarter deliveries declined 16% to 418,227 vehicles, Tesla said in a statement Friday, trailing analyst estimates compiled by Bloomberg and the company.On this edition:Paul, Matt, and Vonnie speak with:-Craig Trudell, Bloomberg Global Autos Editor, on BYD meeting its full-year sales target and likely surpassing Tesla to become the world’s largest electric-vehicle maker in 2025.-Ed Ludlow, BTech Co-Anchor, on DeepSeek publishing a paper outlining a more efficient approach to developing AI.-Bill Shufelt, Athletic Brewing Company Co-Founder & CEO, on the outlook for non-alcoholic beer market in 2026 and consumer trends.-Dakota Smith, Hopper Co-Founder & President, on his 2026 travel outlook.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:- Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, discusses BI’s luxury outlook for 2026.- Jonathan Goldstein, Co-Founder and CEO of Cain International, discusses how his background focused on real estate and experiential investments informs his approach to sports investing.- Lee Klaskow Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses BI’s North America railroads outlook for 2026.- John Butler, Bloomberg Intelligence Senior Telecom Analyst, discusses BI’s 2026 outlook for US Telecom and Satellite.- Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses BI's cloud gaming deep dive for 2026.- Christopher Ciolino, Bloomberg Intelligence Senior US Machinery Analyst, discusses BI’s outlook for U.S machinery in 2026.- Bill Keenan, Writer/Producer of Bull Run film, Author of Discussion Materials, discusses the film and where it fits in with other movies about Wall Street. 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. 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.