Bloomberg Talks

Blue Owl Capital co-CEO and co-founder Marc Lipschultz discusses the company's data center business, his excitement for The Stargate Project, a private-sector initiative to build AI infrastructure, and his views on packaged assets in the credit market. He is joined by Bloomberg's Scarlet Fu and Sonali Basak.See omnystudio.com/listener for privacy information.

Gene Munster, Deepwater Asset Management co-founder and managing partner, discusses his expectations for both sets of earnings and offers his outlook for the two tech giants. Gene speaks with Tom Keene and Paul Sweeney on Bloomberg Radio.See omnystudio.com/listener for privacy information.

Chief Investment Strategist at Charles Schwab, Liz Ann Sonders discusses the "spooking" market today and the stagflationary air to growth/inflation in terms of GDP/PCE data june rate cut odds. She is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Dan Ives, Wedbush Securities Managing Director, says Elon Musk is making the right choice by focusing more on Tesla and less on the Department of Government Efficiency. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Senator Elizabeth Warren, a Massachusetts Democrat, says the Trump administration's tariffs have delivered a "body blow" to the US economy. Senator Warren also commented on the Federal Reserve's monetary policy. She spoke to Bloomberg's Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.

Visa Inc. Chief Executive Officer Ryan McInerney said advertising will be forced to evolve as shoppers turn to artificial intelligence agents to help them browse products and make purchases. He is joined by Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

UBS CEO Sergio Ermotti discusses the lender's performance in the first quarter as net income for the three months to March came in at $1.7 billion, beating estimates. Speaking to Bloomberg's Tom Mackenzie, Ermotti also talks about clients' response to ongoing volatility spurred by geopolitical factors such as trade and tariffs, as well as the lender's plans in the US.See omnystudio.com/listener for privacy information.

Norwegian Cruise Line CEO Harry Sommer says mid and high income consumers are still doing well despite economic uncertainty. Sommer spoke with Bloomberg's Matt Miller, Katie Greifeld and Sonali Basak.See omnystudio.com/listener for privacy information.

Former Federal Reserve Bank of Boston President Eric Rosengren says a US recession is likely this summer unless the Trump administration pulls back on its tariff policy. He expects the Federal Reserve to move slowly until it's apparent "what the inflation and employment shocks are." He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Facebook Co-Founder, Chris Hughes discusses the US economy and the balance between the public and private sector. He also delves into the evolution of big tech in the US. He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

AstraZeneca is a posterchild of the UK stock market as Britain's largest listed company. So it's telling that it too is warning that there is a risk a trade war could damage both its bottom line and its drug development Bloomberg's Caroline Hepker and Stephen Carroll spoke to the pharmaceutical giant's CFO Aradhana Sarin as the company posted its first quarter earnings figures.See omnystudio.com/listener for privacy information.

SoFi CEO Anthony Noto discusses the company's quarterly earnings. Noto spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Rebecca Minkoff Co-Founder Rebecca Minkoff discusses tariffs, its affects on small businesses, and seeking relief for small businesses via a petition to President Trump. Minkoff spoke with Bloomberg's Katie Greifeld, Sonali Basak and Matt Miller. See omnystudio.com/listener for privacy information.

Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he believed that activity in mergers and public listings will find a comfortable level despite uncertainty that’s led to a slowdown across investment banks. He is joined by Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

EU Commissioner Valdis Dombrovskis discusses the EU's trade strategy and negotiations with the US. He speaks with Bloomberg's Romaine Bostick and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Palo Alto Networks Chairman & CEO Nikesh Arora discusses the company’s purchase of artificial intelligence security firm Protect AI and the challenges companies face in securing agentic tools. He speaks with Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

Robert Kaplan, Vice Chairman at Goldman Sachs, discusses the possibility of a recession, and provides a broad view of the current uncertainty. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

German challenger bank N26 was an investor darling, backed by Peter Thiel, Tencent, and Li Ka-Shing. The company, founded in 2014, was one of the original banking disruptors but ran into a major hurdle when German regulator BaFin put a cap on how many new customers it could take due to concerns around money laundering controls. The cap expired last year - N26 has seen a jump in new customers and is forecasting a 40% revenue rise for this year. Bloomberg's Caroline Hepker and Tom Mackenzie spoke to Founder and CEO Valentin Stalf about the bank's bounce on revenue and customer growth, plans to come to public markets, and thoughts on regulation.See omnystudio.com/listener for privacy information.

Nouriel Roubini, chair and CEO of Roubini Macro Associates, says US exceptionalism will remain despite bad trade and immigration policies. He speaks with Bloomberg's Alix Steel and Romaine BostickSee omnystudio.com/listener for privacy information.

Israel's Central Bank Governor Amir Yaron speaks to Bloomberg's Lisa Abramowicz about the economic uncertainties from the global trade war and the ongoing conflict with Hamas, highlighting the dual pressures on Israel's economy amid rising geopolitical tensionsSee omnystudio.com/listener for privacy information.

Financial Conduct Authority CEO Nikhil Rathi discusses what's next for financial regulation. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Nasdaq CEO Adena Friedman discusses first quarter earnings, and how markets have handled this period of heightened volatility. She speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

WeWork CEO John Santora is looking to benefit from uncertainty over tariffs. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Caroline Pham, chair of the CFTC discusses how she is pleased with market performance amid recent volatility and that US markets are safe and healthy. She is joined by Bloomberg's Carol Massar and Tim Stenovec. See omnystudio.com/listener for privacy information.

A trade deal that would see the European Union and the US zero out tariffs on industrial products would be the best way to resolve the current tensions, according to German Finance Minister Joerg Kukies. He expands on this with Bloomberg's Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Federal Reserve Governor Christopher Waller discusses the impact of the Trump administration’s tariff policy on the US economy and Fed monetary policy. He speaks with Bloomberg's Michael McKee See omnystudio.com/listener for privacy information.

Jenny Johnson, CEO of Franklin Templeton Investments, discusses asset allocation as the investing and business environment remains highly uncertain and volatile. She speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Philip Lane, Chief Economist at ECB talks about whether investors are turning bullish on Europe despite trade uncertainty with the US. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie HordernSee omnystudio.com/listener for privacy information.

Norway’s $1.7 trillion sovereign wealth fund lost 0.6%, an equivalent of $40 billion, in the first three months of the year, its biggest loss in six quarters. Norges Bank Investment Management CEO Nicolai Tangen discusses the results, his outlook for markets, and view of US companies as long-term investments. he is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

BNP Paribas SA CFO Lars Machenil discusses the performance of the lender’s investment banking unit as it reported record income from equities trading in the first quarter. He is joined by Bloomberg's Anna Edwards, Guy Johnson, and Lizzy Burden.See omnystudio.com/listener for privacy information.

Whirlpool CEO Marc Bitzer discusses his company's quarterly earnings with Bloomberg's Tim Stenovec and Carol Massar.See omnystudio.com/listener for privacy information.

Bundesbank President Joachim Nagel discusses Germany being in danger of suffering a recession this year due to the fallout from US tariffs. European Central Bank are lowering interest rates to help counter the drag on the euro-zone economy from President Donald Trump’s trade policies. Nagel expects a jump in public spending from Germany's incoming government to help revive its economy, and believes the economy will do better over the next years. Nagel spoke with Bloomberg's Lisa Abramowicz.See omnystudio.com/listener for privacy information.

SAP CEO Christian Klein discusses earnings that beat estimates, proving resilience in a time of market uncertainty as businesses and customers navigate the new tariff environment. Indeed, there has been absolutely 'no' pullback in US spending says Christian Klein, SAP's CEO. He spoke to Bloomberg's Tom Mackenzie.See omnystudio.com/listener for privacy information.

Former US Treasury Secretary Lawrence Summers says there is a substantial need for Harvard University to reform in respect to antisemitism, discipline of students and widening of perspectives. Speaking to Wall Street Week Anchor David Westin, Summers says he believes there's a risk on both sides as he wants the institution to make changes but does not want the government to "order universities around."See omnystudio.com/listener for privacy information.

Rob Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed President participates in a moderated discussion with Bloomberg's Erik Schatzker at the Bloomberg Sell-Side Leaders Forum 2025. They discuss Fed independence, economic uncertainty and how tariffs are impacts thinking in the corporate world. See omnystudio.com/listener for privacy information.

The head of International Monetary Fund warns that the chances of global recession will rise if uncertainty over a US-led trade war continues to drag. IMF Managing Director Kristalina Georgieva speaks to Bloomberg's Lisa Abramowicz at the IMF's annual Spring Meeting in Washington, D.C.See omnystudio.com/listener for privacy information.

Jan Hatzius, chief economist at Goldman Sachs, says his firm forecasts “barely positive growth in 2025” for the US with inflation getting back to “the mid-3’s, if not higher.” Hatzius also discusses the “significant impact on financial markets” from President Trump’s threats to fire Fed Chair Jerome Powell. He is joined by Bloomberg's Sonali Basak, Katie Greifeld, and Matt Miller.See omnystudio.com/listener for privacy information.

Bank of England monetary policy committee member Megan Greene speaks exclusively to Bloomberg about her expectations for the UK's economy and how the central bank can fight inflation. She speaks to Bloomberg's Francine Lacqua in London. See omnystudio.com/listener for privacy information.

Globe Telecom CEO Carl Raymond Cruz discusses being appointed as CEO, and his first annual stockholders' meeting. He speaks with Bloomberg's David Ingles and Avril Hong.See omnystudio.com/listener for privacy information.

US Republican Representative Nicole Malliotakis joins Bloomberg's Joe Mathieu and Kailey Leinz to discuss politics affecting the economy, possible changes to Medicaid, the rumored millionaires' tax, and congestion pricing.See omnystudio.com/listener for privacy information.

Claudia Sahm, New Century Advisors Chief Economist, discusses the fate of Fed Chair Jerome Powell. Sahm spoke with Bloomberg's Sonali Basak and Katioe Greifeld.See omnystudio.com/listener for privacy information.

St. John's Professor Meghan Clark discusses the death of Pope Francis. Clark speaks with Bloomberg's Paul Sweeney and Tom Keene.See omnystudio.com/listener for privacy information.