Podcast
Votes & Verdicts
Hosted by Bloomberg · EN
Votes and Verdicts is a series that examines the intersection of business, policy and law. It features conversations between Bloomberg Intelligence's team of litigation and policy analysts and thought leaders discussing legal and policy issues affecting markets and business decisions across many sectors.
14episodes
Episodes
Newest firstAll episodes
The End of Corporate Tax Inversions?
4d ago00:43:09Summary readyCorporate tax inversions once dominated international tax planning, prompting decades of congressional action and Treasury regulations with the result that we still had some of the largest cross-border mergers in history. Yet, despite the rollback of the last round of anti-inversion regulations in 2017, large US companies have largely stopped leaving the country. In this episode of Votes and Verdicts, Bloomberg Intelligence Senior Government Analyst Andrew Silverman and PKF O’Connor Davies Tax Partner Chris Migliaccio discuss why inversions have faded, whether the Tax Cuts and Jobs Act fundamentally changed corporate tax incentives and what Bloomberg Intelligence’s latest research says about how multinational tax planning has evolved over the past decade. They also examine whether future tax increases or global tax reforms could ever make inversions attractive again.See omnystudio.com/listener for privacy information.
SummaryLindsey Graham; Apple vs. OpenAI; Kenvue Blow
2w ago00:30:24Summary readySenator Lindsey Graham’s passing makes some of US President Donald Trump’s legislative agenda, particularly a reconciliation 3.0 package, harder. This episode of Bloomberg Intelligence’s Votes & Verdicts podcast centers on the implications of Graham’s death and the outlook of Apple’s suit accusing OpenAI of stealing trade secrets. Elsewhere, an appeals court reinstated some of the plaintiffs’ experts in federal cases against Johnson & Johnson and spinoff Kenvue alleging that Tylenol causes autism and ADHD, making settlement more likely. Hyperscalers like Alphabet, Amazon.com and Microsoft potentially face further data-center bans following New York’s one-year moratorium. Trump Organization entities are filing amended claims accusing Capital One of debanking them.See omnystudio.com/listener for privacy information.
Summary$1.4 Trillion Meta Suit, SpaceX, Data Centers
3w ago00:26:52Summary readyThe settlement implications of a $1.4 trillion demand by states in an upcoming trial against Meta related to allegedly addictive features leads this episode of Bloomberg Intelligence’s Votes and Verdicts podcast. We also discussed why Meta can cut $10 billion from a $22 billion IRS tax case in connection with IP offshoring. An NAACP lawsuit against SpaceX’s xAI unit seeks to shut down the gas turbines powering its Colossus 2 data center and could jeopardize part of its $45 billion contract with Anthropic. Hyperscalers like Alphabet, Amazon.com and Microsoft face heightened nationwide policy risk after New York passed what appears to be the first data-center ban in the US. Prediction market litigation is poised for Supreme Court review, with New Jersey’s Aug. 4 deadline to seek high court review of its loss to Kalshi. Listen to this episode on Apple Podcasts and Spotify.See omnystudio.com/listener for privacy information.
SummaryPolicy & Litigation 2H Catalysts for Investors
4w ago00:58:23Summary readyThe November midterm elections, potential litigation challenging the Paramount-Warner Bros. Discovery merger, and President Donald Trump’s ongoing bids to fire Federal Reserve Governors Jerome Powell and Lisa Cook are among key catalysts Bloomberg Intelligence policy and litigation analysts will be watching in 2H. In this episode of Votes and Verdicts, we also discuss crypto legislation to bring clarity for companies like Coinbase, deregulation to ease capital rules for banks such as JPMorgan and Bank of America, relaxed TV-ownership caps for companies like Nexstar and Sinclair and rulemaking and litigation concerning prediction markets like Kalshi. Further, we explore antitrust cases against Live Nation and Google, BNP Paribas’ Sudan genocide appeal, and class actions against Bayer and Reckitt’s Mead Johnson. See omnystudio.com/listener for privacy information.
SummaryTrump’s Cuba Plan and Business Implications
Jun 2600:49:20Summary readyWhat is the Trump administration’s approach to Cuba? How does it differ from President Donald Trump’s first term? And what happens next in the short term and the longer term? Ricardo Herrero, executive director of the Cuba Study Group, joins Bloomberg Intelligence’s Elliott Stein and Nathan Dean on this episode of the Votes and Verdicts podcast to discuss these and other related questions. Herrero also discusses the risks and opportunities for companies operating or seeking to operate in Cuba, and explores implications for banks like Santander and BBVA, for hotels like Melia and Iberostar and for crypto companies like Coinbase, among other sectors.See omnystudio.com/listener for privacy information.
SummaryBayer Roundup Suit’s SCOTUS Chances, Risks
Jun 1800:29:44Summary readyBayer, facing tens of thousands of lawsuits over weedkiller Roundup, has set its sights on the Supreme Court. Dale Mullen, partner and co-chair of the business and corporate law section at Whiteford, joins Bloomberg Intelligence litigation analyst Holly Froum on this episode of the Votes and Verdicts podcast to discuss Bayer Monsanto’s appeal to the US Supreme Court of a $1.25 million verdict holding it liable for failing to warn that Roundup causes cancer. They discuss Bayer’s arguments, the company’s chance of success on appeal, risks that remain even if it secures a Supreme Court victory and more. See omnystudio.com/listener for privacy information.
SummaryMarijuana Rescheduling in Washington
Jun 1200:39:13Summary readyWhat are the impacts of the Trump administration’s rescheduling of state-licensed medical cannabis to Schedule III from Schedule I? Could federal rescheduling extend to recreational marijuana later this year? If so, how should companies, firms and operators prepare for a world where significant tax relief and growth opportunities emerge? Would Congress face pressure to consider a federal tax on the budding sector if broader cannabis reform is in the cards? Foley Hoag Partner Jeffrey Schultz joins Bloomberg Intelligence’s Nathan Dean and Holly Froum on this episode of the Votes and Verdicts podcast to discuss these and other questions facing the industry.See omnystudio.com/listener for privacy information.
SummaryBayer Appeal of Roundup Suits at Supreme Court
Jun 500:28:53Summary readyUCLA Law Professor William Boyd joins Bloomberg Intelligence litigation analyst Holly Froum on this episode of the Votes and Verdicts podcast to discuss Bayer’s appeal to the US Supreme Court of a $1.25 million verdict holding it liable for failing to warn that weedkiller Roundup causes cancer. They discuss Bayer’s arguments, the arguments’ vulnerabilities and how the court is likely to rule. They also explore the potential immunity Bayer has from future product-liability lawsuits concerning glyphosate products pursuant to a February executive order.See omnystudio.com/listener for privacy information.
SummarySocial Media Addicts, Seed Antitrust, AI Tax
May 2900:27:24Summary readyA multitude of suits against social media companies like Alphabet, ByteDance, Meta and Snap accusing them of causing addiction and other harms lead this episode of Bloomberg Intelligence’s Votes and Verdicts podcast. Matt Schettenhelm previews a trial against Meta by over 30 state attorneys general set to start Aug. 17, with tens of billions in damages and penalties at stake, creating major pressure to settle. Justin Teresi discusses a Justice Department probe of exclusionary conduct in the corn and soybean seed markets, with companies like Bayer and Corteva potentially exposed. Andrew Silverman explains why AI-driven productivity gains could increase tax pressure on companies like Amazon, Nvidia and Intel tied to compute, energy and infrastructure as governments adapt tax systems previously built around labor and payrolls.See omnystudio.com/listener for privacy information.
SummaryJoyce Adetutu on Tariff Risks, Refunds
May 2200:24:50Summary readyJoyce Adetutu, a partner and trade attorney at Vinson & Elkins, joins Bloomberg Intelligence litigation analyst Holly Froum on this episode of the Votes and Verdicts podcast to discuss the status of refunds tied to tariffs the Supreme Court found unlawful in February. They explore how a potential appeal by the US government could jeopardize importers’ refund rights, new tariffs that may be on the horizon, the strength of potential legal challenges to those tariffs and more.See omnystudio.com/listener for privacy information.
Summary