Bloomberg Talks

Latest Episodes:

Port of Los Angeles Executive Director Gene Seroka Talks Imports May 02, 2025

Show notes

Port of Los Angeles executive director Gene Seroka shares his outlook for shipping and imports amid growing trade concerns. He speaks with hosts Tom Keene and Paul Sweeney

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Blue Owl Capital Co-CEO Marc Lipschultz Talks Market Climate May 01, 2025

Show notes

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.

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Deepwater Gene Munster Talks Apple And Amazon Earnings May 01, 2025

Show notes

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.

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Liz Ann Sonders, Chief Investment Strategist at Charles Schwab Talks Markets May 01, 2025

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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.

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Wedbush Dan Ives Talks Tesla May 01, 2025

Show notes

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.

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Massachusetts Senator Elizabeth Warren Talks Tariffs, Federal Reserve Monetary Policy May 01, 2025

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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.

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Visa CEO Ryan McInerney Talks AI Apr 30, 2025

Show notes

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.

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UBS CEO Sergio Ermotti Talks Earnings, Volatility, Credit Suisse Apr 30, 2025

Show notes

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.

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Norwegian Cruise Line CEO Harry Sommer Talks Good Booking Trends Ahead Apr 30, 2025

Show notes

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.

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Former Boston Fed President Eric Rosengren Talks Recession Apr 30, 2025

Show notes

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.

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