The future of the US mortgage finance giants Fannie Mae and Freddie Mac is discussed in depth in this episode of Bloomberg Intelligence’s Votes and Verdicts podcast. BI's Ben Elliott speaks with Don Layton, former Freddie Mac CEO and JPMorgan vice chairman, about President Donald Trump’s push for a GSE stock offering and why such a transaction alone wouldn't constitute a meaningful exit from conservatorship. Layton examines whether release could be achieved before January 2029, the extensive groundwork around capital and policy that would need to come first, and the future of Treasury’s senior preferred stock and warrants. He also discusses which post-crisis reforms and taxpayer protections must survive, what can be accomplished administratively and whether conservatorship could become the permanent political equilibrium.

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Analysis of Anthropic’s litigation challenging its designation by the Department of War as a supply chain risk leads this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, recorded on Oct. 1. Matt Schettenhelm discusses that and what the “White House Accord on Super Intelligence” means for companies like Alphabet, Meta, Nvidia and OpenAI. Nathan Dean examines recent Federal Reserve rules that should improve capital-planning visibility for JPMorgan, Bank of America and other large banks. He also discusses the impact of SEC proposed rules concerning shareholder proposals and the definition of accredited investors. Jen Rie explores a pair of antitrust cases against Live Nation, and Andrew Silverman analyzes recent IRS guidance concerning ETFs.

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The legality of potential diesel export restrictions by the Trump administration leads this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, recorded Sept. 24. BI’s Justin Teresi discusses the issue and Oracle’s possible invocation of force majeure protections related to a Blue Owl-backed data center in New Mexico. Matt Schettenhelm examines Snap’s exposure to social media addiction litigation, while Holly Froum provides an update on a lawsuit by the NAACP against SpaceX over alleged Clean Air Act violations, with implications for the company’s $45 billion contract with Anthropic. Nathan Dean and Elliott Stein explore a Sept. 18 speech by Federal Reserve Vice-Chair for Supervision Michelle Bowman and its ramifications for bank stress tests and capital rules, as well as President Donald Trump’s ability to fire Fed Governor Michael Barr. Andrew Silverman explains proposed legislation to curtail the tax benefits of private placement life insurance products offered by Prudential, Zurich and others.

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