Episodes

  • Is the TMT Playbook About to Be Rewritten Under Trump?
    Nov 20 2024

    After Donald Trump’s Nov. 5 election win, technology, media and telecom companies in the US will likely see major changes in the US regulatory environment. In this episode of the Votes and Verdicts podcast, Bloomberg Intelligence senior litigation analyst Jennifer Rie joined fellow BI analyst Matthew Schettenhelm to discuss what the election may mean for internet platforms, broadband-service providers and broadcasters.

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    34 mins
  • Antitrust Under Trump – Post-Election View
    Nov 15 2024

    Following Donald Trump’s election victory on Nov. 5, a series of personnel and policy changes at the Federal Trade Commission and Department of Justice could have significant ramifications for the antitrust landscape in the years to come — both in terms of M&A oversight and future enforcement actions. Big tech companies like Google, Meta, Amazon.com and Apple may still be in the spotlight, while health-care leaders UnitedHealth, CVS and Cigna could also face scrutiny. In this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, BI analysts Jennifer Rie and Justin Teresi discuss what might be in store for antitrust law policy.


    This episode was recorded on Nov. 13.

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    30 mins
  • Trump’s Win and Its Industry Impacts
    Nov 8 2024

    President-elect Donald Trump’s Nov. 5 victory is poised to have significant effects on a wide swath of industries, likely helping determine whether banks, drugmakers, health insurers, internet platforms and automakers remain under regulatory pressure or see some relief. Corporate tax rates and antitrust scrutiny of M&A will also be affected. Bloomberg Intelligence policy analysts on Nov. 7 discussed the anticipated election impacts across a number of industries and topics.

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    56 mins
  • Harris, Trump and Election Effects on Energy
    Nov 1 2024

    The US presidential election on Nov. 5 will likely have significant ramifications for the energy and renewables sectors, affecting companies ranging from oil and gas producers such as Exxon Mobil and Hess to renewables enterprises First Solar and Enphase. On Oct. 29, Bloomberg Intelligence analysts Nathan Dean, Rob Barnett, Will Hares, Vince Piazza, Brett Gibbs and Talon Custer discussed the implications of the election and answered questions about the outlook. Topics included the future of liquefied-natural-gas policy, whether the Inflation Reduction Act is likely to be repealed or amended under a Trump presidency and the future growth of climate-change policy initiatives.
    This episode was recorded on Oct. 24.

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    1 hr and 1 min
  • 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