Episodes

  • Legal, Policy Catalysts for Investors 2026
    Dec 19 2025

    Supreme Court rulings on US President Donald Trump’s tariffs, Federal Reserve Governor Lisa Cook’s firing, FCC penalties against Verizon, AT&T and T-Mobile, and on the legality of prediction markets like Kalshi and Robinhood are among the key 2026 catalysts that Bloomberg Intelligence’s litigation and policy analysts are watching in 2026. In this episode, the team also discusses other matters: crypto legislation to bring clarity for companies like Coinbase; deregulation to ease capital rules for banks like JPMorgan and Bank of America; relaxed TV ownership caps for companies like Nexstar and Sinclair; and suits challenging H-1B changes. We also discuss numerous antitrust issues, including Netflix’s bid for Warner Bros. Discovery, and FTC cases against Meta, Zillow, and pharmacy-benefit managers like UnitedHealth’s Optum and CVS Caremark.

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    45 mins
  • Netflix/Paramount Antitrust, AI EO, Farm Aid
    Dec 12 2025

    Analysis by Jen Rie of antitrust risk related to Netflix and Paramount Skydance bids for Warner Bros. Discovery led Bloomberg Intelligence’s Votes and Verdicts podcast this week. Justin Teresi analyzed Supreme Court arguments over US President Donald Trump’s ability to fire FTC commissioners and what it means for cases against pharmacy benefit managers and others, while Elliott Stein discussed the implications for the Federal Reserve Board. Matt Schettenhelm explored if the president’s anticipated artificial intelligence executive order can block state AI regulations. Nathan Dean discussed Trump’s proposed $12 billion farm-aid package and what it means for companies like Corteva and Nutrien. And Holly Froum discussed anticipated timing for the Supreme Court’s tariffs opinion and the outlook for lawsuits concerning tariff refunds.

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    44 mins
  • Warner Bros. Bids, Zillow, Bayer in SCOTUS
    Dec 5 2025

    Analysis of antitrust risk attendant to bids for Warner Bros. Discovery by Comcast, Netflix and Paramount Skydance was among the topics discussed on Bloomberg Intelligence’s Votes and Verdicts podcast this week. Jen Rie explored that issue, while Justin Teresi analyzed Real Page’s settlement with the Justice Department over alleged collusion in the real estate rental market as well as Compass’ antitrust suit against Zillow for allegedly steering consumers to real estate agents who pay for placement. Matt Schettenhelm addressed the potential for owners of US TV stations, like Nexstar, to consolidate if the FCC eases existing ownership rules. Nathan Dean discussed deregulation for regional banks like US Bancorp and PNC. Holly Froum analyzed Bayer’s petition for Supreme Court review in Roundup weedkiller litigation.

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    44 mins
  • Meta Win, Trump’s AI Order, Epstein/JPMorgan
    Nov 21 2025

    Key takeaways from Meta’s trial-court win over the FTC’s antitrust suit leads Bloomberg Intelligence’s Votes and Verdicts podcast this week. Jen Rie discusses that case, while BI litigation and policy analysts examine other critical issues, including potential preemption of state laws concerning artificial intelligence and President Donald Trump’s anticipated executive order on the subject. Nathan Dean discusses potential effects on companies like Apple, Skechers and Steve Madden of proposed bipartisan legislation to impose tariffs on countries that buy Russian oil. Elliott Stein analyzes the strength of the Justice Department’s investigation of JPMorgan and its ties to Jeffrey Epstein, and Holly Froum provides an update on an appeals court hearing that might revive claims alleging Tylenol causes autism and ADHD.

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    39 mins
  • ACA Future, CFPB Funds, Visa/Mastercard Pact
    Nov 14 2025

    Key takeaways from the end of the US government shutdown led this week’s episode of Bloomberg Intelligence’s Votes and Verdicts podcast. Nathan Dean and Duane Wright discussed the terms of the agreement and what they mean for the future of Affordable Care Act subsidies and companies like Centene and UnitedHealth. BI’s litigation and policy analysts also discussed other key developments, including the Consumer Financial Protection Bureau’s Nov. 11 notice that it can’t draw funds from the Federal Reserve while the central bank operates at a loss. Justin Teresi reviewed a Nov. 10 proposed class settlement between Visa, Mastercard and merchants involving about $38 billion in interchange-fee concessions and related policy changes.

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    27 mins
  • Tariffs in SCOTUS; Pfizer v. Novo, Metsera
    Nov 7 2025

    Key takeaways from Supreme Court arguments on Nov. 5 over the legality of the Trump administration's reciprocal and fentanyl-linked tariffs led Bloomberg Intelligence's Votes and Verdicts podcast this week. Holly Froum examined that while BI litigation and policy analysts discuss other important catalysts. Holly and Jen Rie analyzed litigation concerning a bidding war between Pfizer and Novo Nordisk for Metsera, a clinical-stage biotech company that makes anti-obesity drugs. Holly and Jen also discussed legal issues pertaining to Kimberly-Clark's $48 billion acquisition of Kenvue. Nathan Dean offered his views on paths being discussed to end the government shutdown.

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    43 mins
  • Trump in Asia, SNAP, H-1Bs, Apple Antitrust
    Oct 31 2025

    Key takeaways from President Donald Trump’s trip to Asia and the trade agreements reached lead Bloomberg Intelligence’s Votes and Verdicts podcast this week. Jennie Welch, chief geoeconomics analyst for Bloomberg Economics, examines that, while BI litigation and policy analysts discuss other important catalysts. Nathan Dean discusses possible paths to ending the government shutdown, as well as changes to the Federal Reserve’s stress-test process for big banks. Holly Froum discusses litigation challenging SNAP-funding shortfalls, and Texas’ lawsuit against Kenvue and Johnson & Johnson over alleged deceptive marketing regarding Tylenol. Matt Schettenhelm analyzes litigation challenging President Trump’s bid to increase H-1B visa fees. And Jen Rie explains recent developments in antitrust cases against Apple concerning its App Store.

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    42 mins
  • IPOs, Trump v. NYT, FTC v. PBMs, BNP Paribas
    Oct 24 2025

    An update on the US government shutdown leads Bloomberg Intelligence’s Votes and Verdicts podcast this week. Nathan Dean examines that topic and the SEC’s effort to revitalize the IPO market, while BI litigation and policy analysts discuss other key catalysts. Matt Schettenhelm explores developments over the easing of FCC rules for TV broadcasters, as well as President Donald Trump’s amended defamation suit against the New York Times. Justin Teresi discusses the FTC case against pharmacy benefit managers like UnitedHealth’s Optum, CVS Health’s Caremark and Cigna’s Express Scripts over unfair drug-rebate practices. Holly Froum analyzes a lawsuit by victims of the Palisades Fire against the Los Angeles Department of Water and Power. Elliott Stein explores an Oct. 17 verdict in favor of three Sudanese refugees against BNP Paribas.

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    34 mins