Mortgage rates remain above 6%, home prices are still high and many homeowners are locked into ultra-low rates from the pandemic era. In the second installment of Votes and Verdicts’ three-part housing affordability miniseries, Bloomberg Intelligence editor Michael Sasso speaks with Erica Adelberg, BI senior mortgage-backed securities analyst, and Phillip Millman, founder of Bell Boulevard Consulting and a former Federal Housing Finance Agency executive. They discuss why mortgage rates have been so slow to fall, whether Fannie Mae and Freddie Mac’s bond purchases can move the needle, the limits of portable mortgages and 50-year loans, and why the bigger affordability challenge may be America’s shortage of housing supply.

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The Trump administration is seeking to ban large institutional investors from buying single-family homes to improve housing affordability. Proposed Senate legislation, part of the 21st Century ROAD to Housing Act, would allow limited exceptions for large investors planning major renovations and others who operate build-to-rent communities. In both cases, investors would have to sell the homes within seven years. Will this bill become law? What could it mean for companies that own single-family rental homes? And would it actually improve housing affordability? These questions and more are discussed on the latest episode of Votes and Verdicts, featuring Jeff Langbaum, Bloomberg Intelligence senior REIT analyst, and David Howard, principal and founder of Real Estate & Housing Advisors. Michael Sasso, a Bloomberg Intelligence editor, hosts.

This is the first installment of a three-part miniseries exploring housing affordability. Listen to this episode on Apple Podcasts and Spotify.

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A deadline for US President Donald Trump to seek congressional authorization for further military action in Iran, the first week of trial in Elon Musk's suit against OpenAI, and next steps for Live Nation after being found liable for antitrust violations lead this episode of Bloomberg Intelligence's Votes and Verdicts podcast, with analysis from Nathan Dean, Matt Schettenhelm, and Jen Rie. Schettenhelm also explores FCC threats to revoke Disney's broadcast licenses. Justin Teresi analyzes a Visa and Mastercard antitrust case over swipe fees. Andrew Silverman and Holly Froum explore tax and litigation implications of marijuana rescheduling, as well as Trump's Maritime Action Plan and NEC litigation against Abbott and Reckitt. Elliott Stein discusses DOJ's probe of the Fed’s Jerome Powell and prediction-markets litigation.

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What role will Congress play in the future of the Iran conflict? How will the outcome of the US midterm elections affect companies like Apple, Bank of America and Amazon.com? Will President Donald Trump spend the last years of his presidency focused on tariffs? These questions and more were discussed on our latest episode of Votes and Verdicts, where Veda Partners co-founder and director of economic research Henrietta Treyz joined us. Other topics included whether Sen. Thom Tillis will lift his hold on Kevin Warsh’s nomination for Federal Reserve chair and which candidates to watch ahead of the 2028 presidential election.

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With the US announcing a blockade on Iran and the opening of the Strait of Hormuz remaining in flux, energy prices will become an ever more important issue ahead of the US midterm elections in November. In this episode of Votes and Verdicts, Bloomberg Intelligence’s senior energy analyst Rob Barnett joins us to discuss Washington’s influence on energy, what President Donald Trump can and can’t do to lower gasoline prices and the impact of the Iranian conflict on the renewables sector. We also discussed how companies like Exxon Mobil, Chevron, Occidental Petroleum, Continental Resources and First Solar can navigate developments in Washington.

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As a fragile ceasefire hangs in the balance and US–Iran tensions enter a critical new phase, the world and markets are watching to see what comes next. In this episode of Votes and Verdicts, Bloomberg Intelligence’s senior defense analyst and retired Army Colonel Wayne Sanders joins us to discuss the war’s next steps. We examine key issues that will be the subject of negotiations during the ceasefire, including the Strait of Hormuz and the unresolved nuclear issue. We also discuss geopolitical takeaways for China, Russia and NATO, and how companies like Lockheed Martin, RTX, Boeing, Northrop Grumman and L3Harris can benefit from potential US military funding.

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Prediction markets are rapidly moving from niche curiosity to the center of the financial conversation. Once seen as speculative side bets, they’re increasingly viewed as powerful tools for hedging risk and pricing real-world probabilities — from elections and economic data to public policy decisions. And yet, despite the buzz, 88% of US-based activity still sits squarely in sports markets. So what happens next? Listen to this replay of Bloomberg Intelligence’s webinar from March 17 for a dynamic discussion on the future of this fast-evolving market and why major financial players including ICE, Robinhood, Coinbase and CME are stepping into the arena.

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Can the FCC take away broadcast licenses because the Trump administration doesn’t like how TV stations cover the Iran war? Does the First Amendment have anything to say about it? In this episode of the Votes and Verdicts podcast, Bloomberg Intelligence TMT litigation and policy analyst Matt Schettenhelm sits down with Brent Skorup of the Cato Institute. They discuss President Donald Trump and FCC Chairman Brendan Carr’s recent threats to revoke broadcast licenses based on coverage of the Iran war. They consider the applicable FCC rules, how the First Amendment applies differently to broadcasters and the likelihood that the Supreme Court will take up these questions.

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