Bloomberg Talks

Advanced Micro Devices shares fell on Wednesday after the company failed to deliver a clear outlook for resuming sales in China, a crucial market for the second-largest maker of artificial intelligence processors. CEO Lisa Su speaks to Bloomberg's Ed Ludlow and Caroline Hyde as tariff concerns overshadow its upbeat AI Forecast.See omnystudio.com/listener for privacy information.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley discusses why he has a higher conviction on the market heading into 2026. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Douglas Holtz-Eiken, President at the American Action Forum discusses the differences between traditional Republican labor economics compared to Trumps modern day economics. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Texas Democratic lawmakers said they left the state in an effort to temporarily block Republicans from redrawing its congressional maps — a redistricting initiative pushed by President Donald Trump to help retain GOP control of the US House of Representatives in the midterms. State Rep. James Talarico (D) Texas speaks that with Bloomberg's Joe Mathieu and Kailey LeinzSee omnystudio.com/listener for privacy information.

Mercado Libre CFO Martin De Los Santos tells Bloomberg that investments in e-commerce and fintech may add pressure, but he doesn't expect tariffs on Brazil to have a direct impact on his business. He speaks with Bloomberg's Carol Massar, Matt Miller, and Nina TrentmannSee omnystudio.com/listener for privacy information.

Andrew Cuomo said that either he or Eric Adams will need to drop out of the race for New York mayor against Queens Assembly Member Zohran Mamdani by the middle of next month, otherwise the democratic socialist will defeat a divided field. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Bill Dudley, Bloomberg Opinion Columnist and former FED President says the degree of disagreement at the Federal Reserve is “dramatically overstated,” as he discusses pressure on the Fed from the Trump administration. He is joined by Bloomberg's Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Lynn Martin, NYSE President discusses the IPO activity resurgence in the second half of 2025 and what it could mean for the private equity sector. She is joined by Bloomberg's Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Roblox CEO David Baszucki talks about creating new experiences and how that has benefited the company's growth and guidance. He speaks with Bloomberg's Caroline Hyde and Ed Ludlow. See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Cleveland President Beth Hammack reacts to the July US employment report and says she feels confident with the Fed’s decision to leave rates unchanged earlier this week. She speaks with Bloomberg's Mike McKeeSee omnystudio.com/listener for privacy information.

US Labor Secretary Lori Chavez-DeRemer reacts to the July US employment report on “Bloomberg Open Interest.” Payrolls increased 73,000 in July after the prior two months were revised down by nearly 260,000, according to a Bureau of Labor Statistics report. She speaks with Bloomberg's Katie Griefeld and Matt MillerSee omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer talks the status of trade deals as the White House's August 1st trade deadline arrives. Greer said that recent talks with Switzerland did not lead to a deal after the two sides could not reach an agreement on pharmaceuticals. He speaks with Bloomberg's Annmarie Hordern, Dani Burger and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Ares Management CEO Michael Arougheti discusses second-quarter earnings, the need for liquidity in private markets, a “real pent-up demand for M&A” with US deregulation being a catalyst for deals, and enthusiasm about potentially entering the 401(k) market. He speaks with Bloomberg's Lisa Abramowicz, Annmarie Hordern, and Dani Burger. See omnystudio.com/listener for privacy information.

Deepwater Asset Management Managing Partner Gene Munster reacts to Mag 7 earnings from this week with Bloomberg's Nathan Hager. See omnystudio.com/listener for privacy information.

Qualcomm CEO Cristiano Amon discusses the lackluster growth in the smartphone market but the focusing on the long term growth in other technology areas, such as IOT and automotive. Amon spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Figma CEO Dylan Field discusses the company's IPO debut, what the company does, the idea behind going public now, implementation of AI, M&A outlook, and more. Field spoke with Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

Robinhood Markets CEO Vlad Tenev says Robinhood wants to go global and serve more than just retail customers. Second-quarter earnings beat estimates and the company is now worth more than Intel. Tenev talks about that and expansion plans to Bloomberg's Matt Miller and Sonali Basak.See omnystudio.com/listener for privacy information.

Wedbush Securities Senior Tech Analyst Dan Ives talks big earnings for big tech as Microsoft and Meta are taking off as the promise of AI is paying off. Ives spoke with Bloomberg's Nathan Hagar.See omnystudio.com/listener for privacy information.

Airbus SE reported a cash outflow in the first half as supply-chain challenges with engines for its best-selling A320neo jet delayed deliveries of new aircraft. He discusses his company's earnings with host Romaine Bostick.See omnystudio.com/listener for privacy information.

Ford Motor Co. says profits will fall as much as 36% this year due to President Donald Trump's tariffs. Ford CEO Jim Farley talks about that, earnings, electric vehicles and expanding its hybrid lineup. Earnings of 37 cents a share did beat Wall Street estimates. Farley is on "Bloomberg The Close."See omnystudio.com/listener for privacy information.

Teva Pharmaceutical Industries reported its second-quarter 2025 financial results on Wednesday, reflecting a mixed performance amid continued shifts in its portfolio strategy. CEO Richard Francis speaks with Bloomberg's Scarlet Fu and Katie Griefeld. See omnystudio.com/listener for privacy information.

UBS Chief Executive Officer Sergio Ermotti talks about the bank's performance in the second quarter as it raid net income was $2.4 billion in the three months to June, compared with estimates for $2.2 billion. He also discusses Switzerland's planned bank capital rules, and says that having a global diversified business is a strength for UBS and for Switzerland, and "shrinking is definitely not an option." Ermotti also discusses trade and tariff uncertainty. He speaks with Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

Senator Elizabeth Warren (D) of Massachusetts speaks on the desire for the Fed to lower interest rates, US housing crisis, and crypto. She speaks with Bloomberg's Joe Mathieu and Kailey Leinz. See omnystudio.com/listener for privacy information.

AstraZeneca may sell some of its medicines directly to patients in the US, according to Chief Executive Officer Pascal Soriot. AstraZeneca is looking to the US for growth, with Soriot saying the company will be self-sufficient in the US in a couple of months. He speaks with Bloomberg's Carol Massar, Tim Stenovec, and Madison MullerSee omnystudio.com/listener for privacy information.

Royal Caribbean's stock fell today as the company's quarterly profit outlook trailed estimates. CEO Jason Liberty discusses the impact of tariffs on Royal Caribbean and changing patterns in consumer vacation spending. He speaks with Bloomberg's Scarlet Fu.See omnystudio.com/listener for privacy information.

“It looks to us like we’re having a rolling recovery,” says Mike Wilson, chief investment officer and chief US equity strategist at Morgan Stanley, as he explains the factors behind his bullish outlook for markets into next year. He speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Dallas Mavericks CEO Rick Welts speaks on their First Round draft pick Cooper Flagg and the plans for their newest arena. He speaks with Bloomberg's Carol Massar, Tim Stenovec, and Dallas Bureau Chief Julie FineSee omnystudio.com/listener for privacy information.

Travel + Leisure CEO Michael Brown speaks on the state of travel and leisure and the growth of its timeshare business. He speaks with Bloomberg's Matt Miller and Katie Griefeld. See omnystudio.com/listener for privacy information.

Curtis Sliwa, founder and CEO of the Guardian Angels and NYC Mayoral candidate speaks on running for the city's mayoral race with Bloomberg's Tom Keene, Paul Sweeney and John Tucker. See omnystudio.com/listener for privacy information.

Richard Masters, English Premier League chief executive officer, talks about how the sport is becoming more popular in the US and how the league will keep growing. Four clubs are currently touring the country. Masters also comments on the investigation of Manchester City for allegedly breaching the league's financial rules. He speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

While discussions of US tariff policies dominated Q2 earnings calls to an unprecedented degree, another equally important trend is bubbling just under the surface in C-suites and on trading floors: concern that the economic uncertainty caused by tariff turmoil may lead to a downturn. That’s the conclusion of the third edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on more than 4,500 earnings calls worldwide in Q2 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Mai-Britt Poulsen, Global Leader of BCGs Consumer & Retail Practice, to discuss how CEOs can build their resilience. This episode of the CEO Radar Podcast is produced by Bloomberg Media Studios and sponsored by by BCG Global.See omnystudio.com/listener for privacy information.

Rob Kaplan, vice chairman of Goldman Sachs and former President and CEO of the Federal Reserve Bank of Dallas shares his outlook on monetary policy and discusses the latest as President Trump continues to put pressure on Fed chair Jay Powell to lower interest rates. See omnystudio.com/listener for privacy information.

Google Cloud chief operating officer Francis deSouza discusses his unit's next wave of growth, AI strategy and more. He speaks with hosts Carol Massar and Tim Stenovec.See omnystudio.com/listener for privacy information.

Lael Brainard, former director of the National Economic Council under President Biden, former Vice Chair of the Federal Reserve and distinguished fellow at the Georgetown Psaros Center for Financial Markets and Policy discusses President Trump's continued pressure on Fed chair Jerome Powell following the President's visit to the Federal Reserve to tour renovations.See omnystudio.com/listener for privacy information.

Kalshi CEO and co-founder Tarek Mansour discusses how artificial intelligence is impacting prediction markets and the company's business model on "Bloomberg Open Interest." Kalshi has partnered with xAI, the AI startup founded by Elon Musk, to bring Grok to predictions. He speaks with Bloomberg's Matt Miller and Sonali BasakSee omnystudio.com/listener for privacy information.

Former England Lioness and current advisor to Mercury13 - a strategic investor in women's football - Eni Aluko looks ahead to the Women's European Football Championship final and sets out the investment case for women's sport. She spoke to Bloomberg's Caroline Hepker and Tiwa Adebayo.See omnystudio.com/listener for privacy information.

ServiceNow Inc. CEO Bill McDermott discusses earnings, AI, regulations and says artificial intelligence is helping save on labor costs and making the company faster. “We’re slowing down the hiring in jobs that are — quite frankly — soul crushing jobs," McDermott said to Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

White House Senior Policy Advisor for AI Sriram Krishnan joined Bloomberg's Caroline Hyde and Ed Ludlow to discuss the latest on AI policy and what to expect as it evolves.See omnystudio.com/listener for privacy information.

Nasdaq Chair & CEO Adena Friedman discusses the first half growth and earnings and what to expect in the second half of the year.See omnystudio.com/listener for privacy information.

Blackstone President & COO Jon Gray joined Bloomberg's Sonali Basak to talks earnings & tariffs.See omnystudio.com/listener for privacy information.

Wedbush analyst Dan Ives discusses difficult times ahead for Tesla Inc. after one of the automaker’s worst quarters in over a decade. Elon Musk said Tesla will be in a transition period for the next year or more, losing electric vehicle incentives in the US and needing time to roll out autonomous vehicles. Gene Munster, managing partner at Deepwater Asset Management, said investors were looking for more near-term specifics on autonomy, but Tesla offered little on key robotaxi milestones. Ives spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo speaks on strength of banks in the US and which banks are leading the pack in utilizing technology. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.