Episodes

  • Harris, Trump Election Impact on Antitrust
    Oct 31 2024

    The US presidential election on Nov. 5 is likely to have significant effects on the antitrust landscape for years to come, with appointments to the Department of Justice and the Federal Trade Commission on the line, as well as differing approaches to both the oversight of mergers and acquisitions and future enforcement actions. Big tech companies like Google, Meta, Amazon.com and Apple have been in the spotlight in recent years, though electoral outcomes could modify this focus. In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analysts Jennifer Rie and Justin Teresi discuss the implications of the election on the future of antitrust policy.
    This episode was recorded on Oct. 24.

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    32 mins
  • Harris, Trump Election Impact on Consumer
    Oct 30 2024

    The US presidential election on Nov. 5 will likely have significant impacts on the consumer space, from potential tariffs to possible “price gouging” laws affecting companies including Volvo, Nike, Kroger, Walmart and others. In this episode of the Bloomberg Intelligence Votes and Verdicts podcast, analysts Holly Froum and Poonam Goyal discussed the implications of the election and what it means for the US consumer industry.
    This episode was recorded on Oct. 22.

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    20 mins
  • Harris, Trump Election Impact on Industrials
    Oct 29 2024

    The US presidential election on Nov. 5 may have significant effects on the industrial space from the potential elimination of tax incentives and related funding for electric vehicles, to PFAS (forever chemicals) regulations and infrastructure policies affecting companies like Ford, General Electric, Sensata, Eaton, First Solar, 3M and others. In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analysts Holly Froum, Scott Levine and Rob Barnett discuss the implications of the election and what it means for the US industrial sector.

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    39 mins
  • Harris, Trump Election Effect on Health-Care
    Oct 22 2024

    The US presidential election on Nov. 5 bring significant risks and opportunities for the health-care industry, with insurers, pharmaceutical companies and hospitals all watching for possible changes in programs such as Obamacare and Medicare. In this edition of the Votes and Verdicts podcast, Bloomberg Intelligence analysts Duane Wright, Glen Losev and Michael Shah discuss the potential impact of the US presidential and congressional elections on the industry. They cover key issues such as Medicare coverage of obesity drugs, the IRA drug-negotiation program and government funding of health-care coverage, among others.

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    48 mins
  • Nixon Peabody Trust Company's Kern on Elections, Global Markets
    Oct 18 2024

    How will the 2024 US presidential and congressional elections impact the markets? Do economic factors matter more than the election outcome for equity market performance? What asset classes are most exposed to the US political outcomes? How important are geopolitical factors including China, Ukraine and the Middle East? On the latest edition of Votes and Verdicts, Nixon Peabody Trust Company Chief Investment Officer Daniel Kern joined BI analysts Elliott Stein and Nathan Dean to discuss these issues and other potential impacts of the US elections.

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    31 mins
  • Tax Implications of the 2024 US Election
    Oct 16 2024

    The corporate tax rate, state and local tax cap and individual tax cuts are all set to expire in the coming year, with their outcome dependent on how Americans vote on Nov. 5. Chris Cioffi, senior reporter for Bloomberg Tax, and Andrew Silverman, senior tax policy analyst for Bloomberg Intelligence, discuss their expectations for taxes after the 2024 elections in this edition of BI’s Votes and Verdicts podcast.

    This episode was recorded on Oct. 10.

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    1 hr and 3 mins
  • BI Analysts Discuss US Election Impact on TMT
    Oct 11 2024

    The US presidential election on Nov. 5 may have significant effects on the telecom, media and tech sector, including on M&A enforcement. The future regulation of broadband and broadcasting could be reshaped, while internet platforms face risks of new data-privacy limits and changes to a key protection from legal liability. This Votes & Verdicts episode features the conversation between Bloomberg Intelligence analysts Matthew Schettenhelm, Jennifer Rie and Anurag Rana about the implications of the election on the TMT sector.

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    55 mins
  • BI Strategists on the 2024 US Elections and Their Market Impact
    Oct 9 2024

    How will the 2024 US presidential and congressional elections affect the markets? Do economic factors matter more than the election outcome for equity market performance? How do seasonality and stock performance correlate? How would a Trump win vs. a Harris win affect the Treasury market? Does single-party rule or split governments make deficits grow faster? Gina Martin Adams, Bloomberg Intelligence’s chief US equity strategist, and Ira Jersey, chief US interest rate strategist, join BI analysts Elliott Stein and Nathan Dean to discuss these questions in this episode of BI’s Votes and Verdicts podcast.

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    42 mins