Bloomberg Talks

Latest Episodes:

Mike Wilson Talks Earnings and Government Shutdown Nov 13, 2025

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Robust corporate earnings will power the US stock rally in 2026 as risks around an uncertain rates outlook prove short-lived, according to some Wall Street strategists.
Morgan Stanley’s Michael Wilson said there were “clear signs” that an earnings recovery was underway and that US firms were enjoying better pricing power. He also pointed to a trough in earnings revisions, which is the number of analysts downgrading versus upgrading estimates. He speaks with Bloomberg's Nathan Hager on Bloomberg Daybreak.

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Zelenskiy Talks US Support for Ukraine, Frozen Russian Assets Nov 13, 2025

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Ukrainian President Volodymyr Zelenskiy talks exclusively with Bloomberg TV's Chief Europe Correspondent Oliver Crook in Kyiv. He discusses the importance of US support for Ukraine and implores European Union allies to overcome their divisions on the use of frozen Russian assets, saying fresh funding is critical for his war-battered economy to stay in the fight against Moscow.

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Chevron CEO Talks First AI Data Center Power Project Nov 13, 2025

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Chevron CEO Mike Wirth joins Bloomberg Markets: The Close to discuss the oil giant's plan to begin its first project providing natural gas-fired power to a data center at a site in West Texas. Its the beginning of a new line of business for Chevron to capitalize on the boom in artificial intelligence. The company is in exclusive talks with the data center’s end user, which it didn’t name, and anticipates making a final investment decision early next year, according to a statement and presentation released ahead of Chevron’s investor day on Wednesday. The facility is expected to be operational in 2027, and will have capacity to generate as much as 5,000 megawatts in the future. Wirth speaks with Romaine Bostick and Katie Greifeld about the data center project, his outlook for oil prices in 2026, and more.

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Delta CEO Ed Bastian Talks Travel Disruption Nov 12, 2025

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Delta Air Lines Inc. Chief Executive Officer Ed Bastian says the carrier's fourth-quarter earnings will take a hit because of the government shutdown that led to mandatory flight cuts. “We had a little over 2000 cancellations. You can’t make that up within the quarter. So yes there was an impact,” he told Bloomberg's Lisa Abramowicz. But Bastian says he expects travel to be back to normal for the holiday season.

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BlackRock's Rick Rieder Talks Labor Market Nov 12, 2025

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BlackRock Global Fixed Income CIO Rick Rieder discusses the current state of the labor market, the difficulties for employment, the market implications, and the state of the U.S. economy. Rieder spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

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Travel + Leisure CEO Mike Brown Talks Travel Market Nov 11, 2025

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Mike Brown, President and CEO of Travel + Leisure Co., speaks on domestic travel market and the impact of US government shutdown on business. He speaks with Bloomberg's Carol Massar and Tim Stenovec

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Rep. Byron Donalds Talks US Shutdown, ACA Subsidies Nov 11, 2025

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Republican Representative from Florida Byron Donalds says that he is a yes vote on the deal to end the government shutdown, which is expected to reach the House floor Wednesday. Donalds says that he is not in support of a vote on expiring Obamacare subsidies and that a new system is necessary to bring costs down. He speaks with Bloomberg's Joe Mathieu and Tyler Kendall.

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Michael Intrator Talks Data-Center Delay, Supply Chain Nov 11, 2025

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CoreWeave CEO Michael Intrator discusses the company's data-center delay, plans to diversify its suppliers and working with Nvidia on "Bloomberg Tech." CoreWeave lowered its annual revenue forecast due to a delay in fulfilling a customer contract, citing temporary delays related to a third-party data center developer.

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EU's McGrath Talks Shein Probe, Consumer Protection Nov 11, 2025

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European Union Justice Commissioner Michael McGrath says the EU needs "more teeth" to protect consumers from dangerous goods sold online. McGrath was commenting after France launched a probe into Chinese e-commerce giant Shein over illegal products sold on its platform. He spoke to Bloomberg Daybreak Europe host Stephen Carroll in Brussels.

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Nobel Laureate Paul Krugman Talks Economic Impact of US Government Shutdown Nov 10, 2025

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Nobel Laureate Paul Krugman joins Bloomberg to discuss the state of the economy amid the ongoing shutdown. He says the US has the worst consumer sentiment basically ever, and that the President's idea of sending out checks is a terrible idea and deeply irresponsible. He speaks with hosts Romaine Bostick and Katie Greifeld.

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