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  • Google Ruling, Tariffs/SCOTUS, Cook v. Trump
    2025/09/05

    In this week’s Votes and Verdicts podcast, Bloomberg Intelligence’s litigation and policy team looks at a handful of key catalysts coming up. Jen Rie discusses a recent remedies ruling and next steps in the Justice Department’s antitrust case against Google over search. Holly Froum explains the Federal Circuit’s Aug. 29 ruling striking down President Donald Trump’s reciprocal and fentanyl-related tariffs, and looks ahead at how the Supreme Court might rule, with implications for companies like Nike, Apple, Amazon and Ford. Elliott Stein offers insights on Federal Reserve Governor Lisa Cook’s lawsuit challenging her termination, and Nathan Dean discusses the looming possibility of a government shutdown this month.

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    35 分
  • Cook v. Trump, Nexstar/Tegna, Govt. Shutdown
    2025/08/29

    In this week’s Votes and Verdicts podcast, Bloomberg Intelligence litigation and policy team looks at some of the key catalysts coming up after Labor Day. Nathan Dean discusses the path to de-regulation in the financials sector, the possibility of a government shutdown in September, and the future of SNAP benefits in the Farm Bill. Elliott Stein discusses Federal Reserve governor Lisa Cook’s lawsuit challenging her termination, litigation concerning sports-event contracts offered by Kalshi and Robinhood, and a class action trial against BNP Paribas concerning genocide in Sudan. Matt Schettenhelm analyzes the future of the TikTok ban, and he and Jen Rie discuss FCC and DOJ review of Nexstar’s proposed purchase of Tegna. We close with Jen’s discussion of the weakness of Elon Musk’s lawsuit against Apple and OpenAI.

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    31 分
  • BI’s Larry Tabb on SEC’s Project Crypto
    2025/08/22

    The SEC’s new regime under Paul Atkins is taking a friendlier approach to crypto, epitomized by Project Crypto, its blueprint for merging traditional and digital finance. In this week’s Votes and Verdicts podcast, Bloomberg Intelligence analysts Elliott Stein and Nathan Dean are joined by BI’s Head of Market Structure Research, Larry Tabb, to discuss the opportunities and challenges. Tabb gives a detailed explanation of the project, with the discussion covering the potential ramifications for trading, settlement, custody and liquidity, as well as how it fits within the SEC’s broader agenda. The status and timing of Congress’s CLARITY Act was also discussed.

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    36 分
  • Trump on Fannie-Freddie, 401(k)s and Powell
    2025/08/15

    In this week’s Votes and Verdicts podcast, Bloomberg Intelligence analyst Ben Elliott discusses President Donald Trump’s social media posts concerning Fannie Mae and Freddie Mac and the complexities of executing a public offering of their shares or merging the two government-sponsored enterprises. Nathan Dean analyzed the potential impacts of Trump’s Aug. 7 executive order directing federal agencies to expand access to alternative investments in employer-sponsored contribution plans such as 401(k)s. Elliott Stein discussed Trump’s “debanking” executive order and his social media post threatening to sue Fed Chair Jerome Powell. Justin Teresi gave an overview of litigation concerning AI algorithmic pricing that could affect health insurers, hotels and REITs.

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    26 分
  • Trump M&A, PBMs, Tariffs, FCC Broadcast Regs
    2025/08/08

    President Donald Trump’s second term is bringing heightened focus on the regulatory environment and prospects for mergers. In the week’s Votes and Verdicts podcast, Bloomberg Intelligence analysts Jennifer Rie and Justin Teresi discuss catalysts related to the emerging antitrust approaches under Trump, including M&A trends at the DOJ stemming from the settlement of a merger case on Hewlett Packard Enterprise and Juniper Networks, and the latest on the FTC’s case against pharmacy benefit managers owned by UnitedHealth, Cigna and CVS. Holly Froum provides an update on this week’s tariff developments, with court challenges around the legality of reciprocal and fentanyl-related tariffs, and how rulings could affect new tariff mandates. Matthew Schettenhelm highlights activity at the FCC tied to the national television-ownership cap and comments by Newsmax opposed to deregulation.

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    30 分
  • Tariffs Legality, DC Shutdown, Dick’s M&A
    2025/08/01

    A July 31 federal appeals court hearing on the legality of President Donald Trump’s so-called reciprocal and fentanyl-trafficking tariffs was among the key catalysts Bloomberg Intelligence analysts examined this week. BI’s litigation and policy team also discussed the likelihood of a government shutdown in September. Additionally, they covered the outlook for antitrust clearance of Dick’s Sporting Goods merger with Foot Locker, as well as the remedies they expect in the Justice Department’s antitrust case against Google over search. Finally, they discussed the antitrust implications of Trump’s AI Action Plan.

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    28 分
  • Robinhood’s Gallagher on Tokenization, Crypto
    2025/07/25

    What does ‘tokenization’ of securities mean for the markets? How will artificial intelligence shape the future of investing and what is the future of cryptocurrency policy with Congress passing the GENIUS Act? What’s the future of the market’s relationship with the SEC under the Trump administration? Robinhood’s Chief Legal Officer Dan Gallagher discussed these topics and more when he joined BI’s Elliott Stein and Nathan Dean on the most recent episode of Votes and Verdicts.

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    48 分
  • Legality of Trump’s Tariffs With Professor Yoo
    2025/07/18

    Professor John Yoo joins Bloomberg Intelligence litigation analyst Holly Froum on this episode of the Votes and Verdicts podcast to discuss May rulings by the US Court of International Trade and Washington, DC district court striking down so-called “fentanyl trafficking” and reciprocal tariffs. Professor Yoo, who served as law clerk for Supreme Court Justice Clarence Thomas and is a senior research fellow at the Civitas Institute, the Emanuel S. Heller Professor of Law at University of California, Berkeley, a distinguished visiting professor at the School of Civic Leadership at University of Texas at Austin and Nonresident Senior Fellow at the American Enterprise Institute, discusses the rulings, what he thinks the lower courts got wrong, arguments on appeal and why reciprocal tariffs could be vulnerable on appeal.

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    27 分