Bloomberg Talks

While rival media companies are unloading assets and cutting costs, Netflix Inc. continues to thrive. The owner of the world’s most popular paid streaming service on Thursday reported second-quarter results that exceeded investor expectations in every major metric, saying revenue grew to $11.1 billion and earnings jumped to $7.19 a share. The company also raised its forecast for full-year sales and profit margins. The second quarter is historically slow for Netflix, which typically adds more customers at the beginning and end of the year. But the company released a steady slate of popular shows, including two of the most-watched titles of the year — the third season of Ginny & Georgia and the final season of Squid Game. The company also benefited from a weaker dollar. More than two-thirds of its customers live outside the US. For instant reaction and analysis, hosts Tim Stenovec and Norah Mulinda speak with Geetha Ranganathan, Bloomberg Intelligence Senior Media Analyst and Mark Douglas, CEO of MNTN.See omnystudio.com/listener for privacy information.

San Francisco Fed President Mary Daly speaks with Bloomberg's Michael McKee at the Rocky Mountain Economic Forum in Victor, Idaho. She discusses her outlook for rate cuts and labor market weakness.See omnystudio.com/listener for privacy information.

Novartis announced disappointing sales for a key psoriasis drug and the looming retirement of its respected finance chief, which overshadowed a modest outlook raise. Novartis CEO Vasant Narasimham speaks with Bloomberg's Scarlet Fu on the impact of pharma tariffs.See omnystudio.com/listener for privacy information.

Canadian Finance Minister Francois-Philippe Champagne discusses the impact of tariffs on global trade, and the possibility of a deal with the US. He speaks with Bloomberg's Oliver Crook as G20 finance ministers meet in South Africa.See omnystudio.com/listener for privacy information.

Roblox CEO David Baszucki discusses Roblox's new selfie-based AI age verification for its young users. He speaks with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

United Airlines CEO Scott Kirby discusses second-quarter results and firming demand for airline travel, saying, “it was like a light switch at the end of June for business.” He speaks with Bloomberg's Lisa Abramowicz from United HQ in Chicago. See omnystudio.com/listener for privacy information.

Mike Wilson, chief US equity strategist at Morgan Stanley, says he can’t see more than a 5% - 10% market correction as tariffs begin to take hold in the third quarter. He speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz See omnystudio.com/listener for privacy information.

Brian Moynihan, Bank of America Chair and CEO discusses the state of the US consumer, Federal Reserve monetary policy and the bank’s second-quarter earnings. Speaking with David Westin on Bloomberg Television, Moynihan also discusses the bank’s utilization of artificial intelligence.See omnystudio.com/listener for privacy information.

Anthony Soohoo, MoneyGram CEO talks about a potential IPO and whether the company would launch its own stablecoins. He is joined by Bloomberg's Sonali Basak and Katie Greifeld.See omnystudio.com/listener for privacy information.

David Malpass, former President at the World Bank, joins to discuss President Trump’s economic and political priorities both domestically and abroad. See omnystudio.com/listener for privacy information.

The European Union Commissioner for Democracy, Justice, the Rule of Law and Consumer Protection, Michael McGrath, says he believes a trade agreement can be reached with the United States before August 1, when 30% tariffs are due to come into effect. He also discussed the EU’s budget announcement and data protection issues with Bloomberg’s Stephen Carroll.See omnystudio.com/listener for privacy information.

Donald Trump Jr., Trump Organization Exec VP of Development & Acquisitions + 1798 Partner and 1798 Founder Omeed Malik speak on their SPAC deal with Grab-a-Gun and taking it public on the NYSE. See omnystudio.com/listener for privacy information.

Banco Santander Executive Chair Ana Botin says she sees "tremendous opportunity" in the US market. Speaking with Sonali Basak on "Bloomberg Markets," Botin discusses the state of the US consumer, what she sees as upside potential in Europe and the outlook for stablecoin adoption.See omnystudio.com/listener for privacy information.

White House AI & crypto czar David Sacks speaks on the importance of the US investing in AI, data centers, and chips with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

US Energy Secretary Chris Wright says the US is considering creative ways to refill the nation’s depleted Strategic Petroleum Reserve as it plans to start slowly refilling the massive oil cache. He spoke to Bloomberg's Tyler KendallSee omnystudio.com/listener for privacy information.

Gene Munster, Managing Partner at Deepwater Asset Management, discusses tech earnings, Mag 7 revenue growth, and Microsoft. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

US Treasury Secretary Scott Bessent spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern prior to this morning's CPI data. Bessent discusses the string of soft inflation reads, trade, and the future of the Fed.See omnystudio.com/listener for privacy information.

Actor and activist Jane Fonda discusses the changes she has seen in the environment within her lifetime, and how political activism can lead to environmental change. She speaks at Bloomberg Green Seattle with Jason Kelly and Meg Szabo.See omnystudio.com/listener for privacy information.

Fastenal CEO Dan Florness speaks on market conditions for industrials and manufacturing in the US with Bloomberg's Tim Stenovec and Norah Mulunda. See omnystudio.com/listener for privacy information.

Lucid Interim CEO Marc Winterhoff speaks with Bloomberg's Ed Ludlow from the new Panasonic EV Battery Plant in De Soto, Kansas. He discusses how Lucid's partnership with Panasonic allows both companies to localize their production amid tariffs.See omnystudio.com/listener for privacy information.

Panasonic North America CEO Megan Myungwon Lee discusses the company's latest EV battery plant in De Soto, Kansas. She expects the plant to hit "full production" within the year. Myungwon Lee speaks with Bloomberg's Ed Ludlow on Bloomberg Technology.See omnystudio.com/listener for privacy information.

Jody Arrington, Representative for Texas' 19th Congressional District, discusses the Texas floods, and the impact that tariffs will have on a rural community. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Peter Navarro, White House Senior Counselor for Trade & Manufacturing discusses Canada's trade barrier negotiations with the US after President Donald Trump announced a 35% tariff on the North American neighbor. He is joined by Bloomberg's Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.

George P. Bush, Former Commissioner of the Texas General Land Office, shares his thoughts on Texas needing to pass legislation to create an early warning system for natural disasters. He is joined by Bloomberg's Joe Mathieu and Kailey Leinz. See omnystudio.com/listener for privacy information.

United States Representative Gwen Moore, (D) Wisconsin, discusses the latest on tariffs and the pending impact on agriculture, the dismantling of FEMA, ICE/DHS raids, and more. Moore spoke with Bloomberg's Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist says markets know President Trump's pattern now, when it comes to trade and tariffs. He speaks with Nathan Hager on Bloomberg Daybreak. His remarks come as equities retreat from record highs while European stocks declined for the first time this week.Markets fell after President Trump said he plans to impose blanket levies of 15% or 20%. The dollar strengthened against most major peers, with the yen posting the steepest decline. Treasury yields rose across the curve. In a sign that some investors were still prepared to take on risk, Bitcoin extended its record rally beyond $118,000.See omnystudio.com/listener for privacy information.

Former United States Commerce Secretary Wilbur Ross discusses tariff deadlines, possible tariff pitfalls, investor uncertainty, tariffs going beyond trade, and more. Ross spoke with Bloomberg's Katie Greifeld and Sonali Basak.See omnystudio.com/listener for privacy information.

New York City Mayor Eric Adams slammed the state’s former governor Andrew Cuomo for blowing the Democratic primary race, running as an independent and potentially splitting the vote against Zohran Mamdani. Mayor Adams says Cuomo had his chance and should drop out of the race. Adams is running as an independent in November. Adams spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Former US Vice President Mike Pence talks about President Donald Trump's trade war and tariffs, his ongoing displeasure with Federal Reserve Chair Jerome Powell, the US launching a missile strike against Iran, reaching peace in the Middle East and dealing with Russia's Vladimir Putin in order to end the war in Ukraine. He speaks on "Bloomberg Surveillance."See omnystudio.com/listener for privacy information.

Greylock Partner & LinkedIn Co-Founder Reid Hoffman joins Bloomberg host Ed Ludlow to discuss competition in the AI sector, talent, and investments. They spoke at the 2025 Sun Valley Conference in Idaho.See omnystudio.com/listener for privacy information.

Amazon Prime VP Jamil Ghani discusses the expansion of Amazon Prime Day sale from the usual two-day event to four days. Ghani spoke with Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

Stephen Miran, White House Council of Economic Advisers Chairman, says there's been no evidence to show that President Donald Trump's tariffs have been inflationary. Miran, speaking with Bloomberg's Matt Miller and Sonali Basak, says the copper tariffs will help the US produce more of the metal domestically.See omnystudio.com/listener for privacy information.

David Kostin, Goldman Sachs US chief equity strategist, says the clarity from the passage of the federal spending bill and likely Federal Reserve rate cuts will drive stocks higher. Speaking with Bloomberg's Matt Miller and Sonali Basak, Kostin forecasts the S&P 500 Index to be at 6,600 by the end of this year.See omnystudio.com/listener for privacy information.

As the August 1st tariff deadline looms, President Trump dismisses skepticism about his tough stance on trade, insisting there will be no extensions, while also signalling progress in talks with the European Union. John Clarke, former EU trade negotiator and former Director for International Affairs at the European Commission joins Valerie Tytel and Stephen Carroll on Bloomberg Radio to talk about the prospect of a US-EU trade deal.See omnystudio.com/listener for privacy information.

Mick Mulvaney, former acting White House chief of staff to President Trump, says he's still confident in the relevancy of the freedom caucus with such slim margins in congress, but isn't so optimistic about the chances of a rescissions package making its way through Congress.See omnystudio.com/listener for privacy information.

Tesla shares fell after Elon Musk announced he’s forming a new political party. Ark Investment Management CEO Cathie Wood speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz as some analysts call for the company's board to get involved to address Musk's politicking and whether its hurt Tesla's standing with car buyers.See omnystudio.com/listener for privacy information.

Connecticut Gov. Ned Lamont speaks on where he sees the future of the Democratic party given the rise in popularity in politicians like NYC mayoral candidate Zohran Mamdani and President Trump. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

President Trump has announced plans to impose higher tariffs on goods from several countries, including Japan, South Korea, Malaysia, and others, with rates ranging from 25% to 40%. Rep. Kathy Cantor, a Democrat from Florida, says she doesn't know why Trump is imposing tariffs on allies like Japan and South Korea.See omnystudio.com/listener for privacy information.

Afsaneh Beschloss, Rock Creek Group CEO and founder, says with the new tariffs announced by President Donald Trump, choppiness in markets will continue and she thinks the Federal Reserve may cut interest rates in September. She speaks with Bloomberg's Vonnie QuinnSee omnystudio.com/listener for privacy information.

US Treasury Secretary Scott Bessent rejects the idea that the dollar’s recent declines raise concerns about its status as the world’s key currency. He discusses this, trade, the Federal Reserve and President Trump's sweeping tax and spending bill with hosts Romaine Bostick and Matt Miller. See omnystudio.com/listener for privacy information.

Florida Representative Debbie Wasserman Schultz (D) discusses her take on President Trump's signature tax legislation as Democrats are pushing back on cuts to Medicaid and SNAP benefits. She spoke to Bloomberg's Joe Mathieu and Kailey Leinz. See omnystudio.com/listener for privacy information.

Arkansas Congressman French Hill (R) discusses the latest in regards to President Trump's signature tax legislation as it has stalled in the House. Hill spoke to Bloomberg's Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.