Épisodes

  • 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 min
  • 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 min
  • 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 min
  • 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 min
  • Shutdown, Crypto, Fannie-Freddie, Musk’s Pay
    Oct 17 2025

    Potential off-ramps to end the US government shutdown leads Bloomberg Intelligence analysts’ discussion on this episode of the Votes and Verdicts podcast. Nathan Dean examines that topic and the status of crypto legislation, while BI litigation and policy analysts discuss other key catalysts. Ben Elliott explores the ramifications of FHFA Director Bill Pulte’s social media posts about Fannie Mae and Freddie Mac risks. And Holly Froum analyzes a Delaware Supreme Court hearing involving Elon Musk’s Tesla pay package as well as the outlook for a US Supreme Court case concerning Bayer and its Monsanto unit’s Roundup weedkiller.

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    30 min
  • Shutdown, H-1B Visas, Google, Abbott/Reckitt
    Oct 10 2025

    Regulatory changes may ease the need for big banks in the US, Switzerland and Australia to hold AT1 or preferreds even as common equity requirements diverge across these regions. Japanese lenders may diversify their debt footprint with more issuance in US dollars. Join Bloomberg Intelligence’s global banks credit team for a webinar on the key topics that may impact bank capital structures around the world.

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    29 min
  • Zillow Antitrust, TikTok, Tariffs, Shutdown
    Oct 3 2025

    In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team examines several key catalysts. Justin Teresi examines how a new antitrust case against Zillow and Rocket’s Redfin challenging a 1Q deal between the two likely has steam and might spell significant changes or an end to the arrangement. Matthew Schettenhelm looks at President Donald Trump’s executive order on TikTok and the ramifications it may have for any potential legal challenges. Holly Froum explains how furniture tariffs may work following a Trump social media post and Nathan Dean outlines how a US government shutdown may end in the next week.

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    20 min
  • H-1B Fees, Anthropic, Shutdown Odds, Kenvue
    Sep 26 2025

    In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team examines several key catalysts. Matt Schettenhelm reviews the legality of President Donald Trump’s proclamation on raising H-1B visa fees to $100,000. Tamlin Bason explains the impact of the H-1B visa fee increase on IT-service companies like Cognizant and Infosys, and why a recent $1.5 billion settlement between Anthropic and authors matters. Nathan Dean updates his outlook on the likelihood of a US government shutdown this month, while Holly Froum discusses how Trump’s comments linking Tylenol to autism will affect class-action litigation against Kenvue.

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    31 min