Bloomberg Talks

Lisa Shalett, CIO at Morgan Stanley Wealth Management, sees Federal Reserve policy as “very, very critical” to the market rally and equity valuations, but calls signals of more rate cuts from the Fed “crazy town.” She speaks with Bloomberg's Paul Sweeney and David Gura. See omnystudio.com/listener for privacy information.

Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day. He speaks with Bloomberg's Jonathan Ferro and Annemarie HordernSee omnystudio.com/listener for privacy information.

Levi Strauss raised its full-year outlook, but warned that tariffs are starting to bite. Profitability too, measured by gross margin, improved. CFO Harmit Singh speaks on the company's performance with Bloomberg's Carol Massar and Bailey LipshultzSee omnystudio.com/listener for privacy information.

Fastenal is a $52 billion market cap wholesale distributor of construction and industrial supplies…think nuts, bolts, screws, anchors, rivets, and other fasteners, as well as other industrial, janitorial, and safety supplies, and cutting tools. CEO Dan Florness speaks on the company's latest disappointing enrings results with Bloomberg's Carol Massar and Bailey LipshultzSee omnystudio.com/listener for privacy information.

The Planetary Society CEO Bill Nye discusses potential cuts to NASA funding and says the cost of space exploration is small vs other items the federal budget spends on. He speaks with Katie Greifeld and Romaine Bostick on “The Close.”See omnystudio.com/listener for privacy information.

Ariel Investments Chairman, Co-CEO & CIO John Rogers discusses small value companies in an interview with Romaine Bostick on “The Close.”See omnystudio.com/listener for privacy information.

Anduril CEO Brian Schimpf discusses the geopolitical tensions between the United States and China and its effect on Anduril and the defense industry. Schimpf spoke with Bloomberg's Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Alana Mayo is a film executive, producer, and the president of Orion Pictures. She is joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' at Bloomberg Screentime to discuss the future of Orion Pictures and where she sees the media industry heading.See omnystudio.com/listener for privacy information.

Award-winning actor, filmmaker and producer Mark Duplass has appeared in a wide range of film and television projects, earning multiple Emmy nominations for his role in the Apple+ series 'The Morning Show.' Duplass, along with brother Jay and collaborator Mel Eslyn, create original projects for film, television, and digital media under their banner Duplass Brothers Productions. He joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' at Bloomberg Screentime to discuss the state of the media industry.See omnystudio.com/listener for privacy information.

Meta’s Adam Mosseri joins Bloomberg’s Kurt Wagner to discuss new tools for creators, AI in feeds and the $500B creator economy at Bloomberg Screentime in Los Angeles.See omnystudio.com/listener for privacy information.

Warner Bros. Discovery Inc.’s film chiefs Michael De Luca and Pamela Abdy talk about why the movies "A Minecraft Movie" and "Sinners" were so successful at the box office this year. They also say there will be sequel to "Minecraft" released in July of 2027. They speak to Bloomberg's Lucas Shaw at Bloomberg Screentime in Los Angeles.See omnystudio.com/listener for privacy information.

Paramount Skydance CEO David Ellison sits down with Bloomberg’s Lucas Shaw to discuss his media empire and future deal making at Bloomberg Screentime in Los Angeles.See omnystudio.com/listener for privacy information.

House Minority Leader Hakeem Jeffries, a Democrat from New York, discusses the lack of conversation with Republicans as the government shutdown continues, the need to extend subsidies for the Affordable Care Act, his argument Wednesday with Republican Rep. Mike Lawler, and the New York City Mayoral race and Democratic candidate Zohran Mamdani.See omnystudio.com/listener for privacy information.

Netflix Inc. wants you to play Boggle in between binges of Stranger Things. The streaming service is making its video games available for play on TVs for the first time, co-Chief Executive Officer Greg Peters said Wednesday at the Bloomberg Screentime conference in Los Angeles, taking a major step forward in one of its key growth initiatives. “One of the gaming areas we’re going after is social gaming experiences that can show up on your TV,” said Peters, who gave the company a B-minus grade for its efforts in that area so far. Netflix is specifically offering games that can be played in groups, including Boggle Party, Pictionary: Game Night, Tetris Time Warp and Lego Party.  The company has been offering games for four years, part of a plan to extend its reach beyond films and TV shows. Until now, users had to play those games on mobile devices. With the new ones, subscribers will use their phones as controllers, but much of the play will be on the big screen.See omnystudio.com/listener for privacy information.

Comedian Jimmy Kimmel thought his late-night show was over after ABC suspended the program following comments he made over the assassination of political activist Charlie Kirk. “A list of demands was presented to me, and I was not going to go along with any of them,” the host said at the Bloomberg Screentime conference in Los Angeles on Wednesday. “And it’s like, well, I guess we’re done. I said to my wife, ‘That’s it. It’s over.’” In a wide-ranging interview, his first since returning to the air, Kimmel said his comments about Kirk’s killing were “intentionally and maliciously mischaracterized” by the political right. The host of Jimmy Kimmel Live! on Walt Disney Co.’s ABC network became a central figure in the Trump administration’s culture wars following the comments he made last month. Kimmel’s remarks prompted Federal Communications Commission Chairman Brendan Carr to tell TV stations to drop the show or potentially face regulatory consequences.  Kimmel, whose contract is up in May, declined to say whether he will continue hosting the show after that. See omnystudio.com/listener for privacy information.

15-time NBA All-Star and philanthropist Shaquille O'Neal announces that he is stepping into the infrastructure space with Jacmel Infrastructure as Founding Partner. He speaks with host Romaine Bostick alongside Jorge Mora, Co-Managing Partner at Jacmel Partners about the deal and why this new venture is personal.See omnystudio.com/listener for privacy information.

US House Speaker Mike Johnson, a Louisiana Republican, blames "political games being played by Democrats in the Senate" for the current federal government shutdown. Speaking with Joe Mathieu on "Balance of Power," Speaker Johnson also says the health-care subsidies fight is a distraction.See omnystudio.com/listener for privacy information.

Thoma Bravo Co-Founder and Managing Partner Orlando Bravo speaks with Bloomberg’s Dani Burger about the future of private markets and the shakeout in private equity at the LAVCA Week Conference in New York.See omnystudio.com/listener for privacy information.

Christopher Dembik, Senior Investment Advisor at Pictet, says suspending France's pension reform would pose one of the biggest risks to the country's fiscal outlook. He spoke to host Stephen Carroll in Paris on "Bloomberg Daybreak Europe".See omnystudio.com/listener for privacy information.

Senator Rand Paul said he plans to cosponsor a measure that would prevent the Trump administration from conducting military strikes against suspected drug boats, adding to his condemnation of recent deadly attacks on alleged narco-traffickers in the Caribbean. He speaks with host Joe Mathieu about this, the latest developments with the government shutdown, his “Six Penny Plan” for balancing the federal budget and more.See omnystudio.com/listener for privacy information.

Once known for decline and blight, Baltimore is now a national urban revival story. In 2024 alone, it generated $4.4B in economic activity, grew its population, and cut crime. The city is advancing bold projects in housing, waterfront redevelopment, and port expansion — including a $1.2B public investment leveraging $5B in private capital to revitalize 37,000+ properties. Mayor Brandon Scott expands on this with Bloomberg's Carol Massar and Tim StenovecSee omnystudio.com/listener for privacy information.

Former Treasury secretary Robert Rubin discusses the state of the US economy and how he sees President Trump's tariff policy impacting growth and inflation at the Greenwich Economic Forum in conversation with Bloomberg's Lisa Abramowicz.See omnystudio.com/listener for privacy information.

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon talks about the growth of AI and how it's being used at the bank. Dimon shares his thoughts on the US government shutdown and the problems with reporting quarterly earnings. Dimon spoke to Bloomberg's Tom Mackenzie in London.See omnystudio.com/listener for privacy information.

Bridgewater Associates Founder Ray Dalio says the picture on cutting interest in the US right now is "slightly mixed." He also says gold should make up about 15% of investment portfolios. He says the metal is an excellent portfolio diversifier He explains it all to Bloomberg's Lisa Abramowicz at the Greenwich Economic Forum.See omnystudio.com/listener for privacy information.

Connecticut Governor Ned Lamont sits down with Lisa Abramowicz to discuss Connecticut's position in the business community, covering key funding for Connecticut residents amid the current government shutdown and the future of the democratic partySee omnystudio.com/listener for privacy information.

Bloomberg Opinion's Lionel Laurent and Marcus Ashworth join Stephen Carroll and Lizzy Burden to discuss where next for France after President Macron gave his outgoing Prime Minister 48 hours to negotiate a deal to salvage the government. The deadlock has already thwarted attempts to rein in what has become the largest budget deficit in the euro area, fueling selloffs of French assets and driving up the country’s borrowing costs relative to peers. See omnystudio.com/listener for privacy information.

Citadel CEO Ken Griffin tells Bloomberg's Francine Lacqua at the Citadel conference in New York that neither political party is stepping up to the plate, and we should all be concerned about debt. He says the Trump administration has given a lot to love and a lot to hate.See omnystudio.com/listener for privacy information.

OpenAI COO Brad Lightcap joins Bloomberg’s Ed Ludlow at OpenAI’s Development Day in San Francisco to talk about the roll out of apps. He says they are incredibly compute constrained, and talks about investing ahead of demand to keep up pace.See omnystudio.com/listener for privacy information.

Konstantine Buhler, Partner at Sequoia, speaks with Bloomberg's Francine Lacqua about the big deal between AMD and OpenAI, his conversation with Nvidia's Jensen Huang and the future of AI. They speak from the Citadel Future of Global Markets Conference.See omnystudio.com/listener for privacy information.

Citadel Securities has begun processing trades for small and mid-tier banks in a partnership aimed at providing them better pricing on fixed-income securities, according to President Jim Esposito. He speaks with Bloomberg's Francine Lacqua at the Citadel Future of Global Markets Conference in New York.See omnystudio.com/listener for privacy information.

Advanced Micro Devices has signed a deal with OpenAI to deploy 6 gigawatts of AI chips over multiple years, in a deal that could generate tens of billions of dollars in new revenue. AMD CEO Lisa Su and OpenAI President Greg Brockman speak with hosts Ed Ludlow and Caroline Hyde to discuss the deal. See omnystudio.com/listener for privacy information.

Curtis Sliwa, the Republican nominee in the New York City mayor's race, says that he is the only law and order candidate in the race and discusses what sets him apart against opponents Zohran Mamdani and Andrew Cuomo. He speaks with hosts Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Leon Cooperman and NJPAC CEO John Schreiber joined Bloomberg's Carol Massar and Tim Stenovec to discuss Cooperman's $50 million donation to the New Jersey Performing Arts Center.See omnystudio.com/listener for privacy information.

Federal Reserve Governor Stephen Miran says he'd change his view on inflation if housing costs unexpectedly jump. He also says he's not afraid to offer out-of-consensus opinions and explains why he does not think the neutral rate is zero. Miran spoke with Bloomberg's Matt Miller, Dani Burger and Mike McKee.See omnystudio.com/listener for privacy information.

With the government shutdown is holding the release of the Jobs Report, ManpowerGroup Chief Strategy Officer Becky Frankiewicz says "the official jobs report might be on pause, but labor market keeps moving and our data shows a market in transition." Frankiewicz spoke with Bloomberg's Jonathan Ferro about the transition in the labor market and more.See omnystudio.com/listener for privacy information.

Goldman Sachs CEO David Solomon expects the US economy to accelerate into 2026 as tailwinds from continued stimulus and tech spending outweigh a softer labor market and geopolitical turmoil. Government spending and “all of the AI infrastructure build” means — on balance — the economy was “still in pretty good shape,” Solomon told Bloomberg's Tom Mackenzie, despite the impact of tariffs and a slower US job market. Solomon previously warned on Sept. 10 that the US economy was softening, citing President Donald Trump’s trade policies as a factor.  The banking boss also expects dealmaking to pick up even further in the US, he said in an interview at Italian Tech Week in Turin. The “changed regulatory environment” means CEOs are increasingly ambitious when it comes to M&A.See omnystudio.com/listener for privacy information.

Former Presidential and New York City Mayoral Candidate Andrew Yang spoke with Bloomberg's Carol Massar and Tim Stenovec about the current political landscape and his newest venture, Nobile Mobile.See omnystudio.com/listener for privacy information.

Former Federal Reserve Bank of Boston President Eric Rosengren discusses the economic impact of the US federal government shutdown. Speaking to Bloomberg's Romaine Bostick and Katie Greifeld, Rosengren says the shutdown has increased the risk of a recession.See omnystudio.com/listener for privacy information.

Breeze Aviation CEO David Neeleman told Bloomberg's Matt Miller and Scarlet Fu that Breeze Airways is spreading its wings overseas. The US startup carrier, founded by JetBlue’s Neeleman, will launch its first international flights early next year—connecting cities like Norfolk, Charleston, and Raleigh-Durham to Cancun, Montego Bay, and Punta Cana. See omnystudio.com/listener for privacy information.

Eurasia Group Founder Ian Bremmer discusses international relations, the state of the State Department, the trade market and more. Bremmer spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

JPMorgan Asset Management CEO George Gatch discusses the blurring distinction between private and public markets how much private credit should be in the average portfolio, and more Gatch spoke with Bloomberg's Romaine Bostick and Katie Greifeld .See omnystudio.com/listener for privacy information.

CEO Peter Stern says that he is confident in Peloton's price point in a sweeping product overhaul of its hardware lineup and raised prices. He discussed the new products  with Bloomberg's Scarlet Fu and Caroline Hyde.See omnystudio.com/listener for privacy information.

Daniel Tannebaum, Global Anti-Financial Crime Practice Leader at Oliver Wyman, says Europe “will continue to need to be out in front” on Russian sanctions as the US under President Donald Trump has stepped back. He spoke to hosts Stephen Carroll and Caroline Hepker on "Bloomberg Daybreak Europe".See omnystudio.com/listener for privacy information.

New York GOP Representative Mike Lawler said Republicans and Democrats can negotiate on Obamacare subsidies but there's no reason to shut down the government before that takes place. he speaks with Bloomberg's Joe Mathieu and Tyler Kendall. See omnystudio.com/listener for privacy information.

Amazon's SVP of Devices and Services, Panos Panay, tells Bloomberg's Ed Ludlow that he aims to build devices that people want to showcase in their homes and use at every price point, with a focus on putting detail into every product. Panay unveiled a suite of new products at an event in New York on Tuesday.See omnystudio.com/listener for privacy information.

Strategy reported purchasing 196 BTC for about $22.1 million. The average price for the buy was roughly $113,048 per coin. With this purchase, Strategy now holds 640,031 BTC in its reserves. Michael Saylor, Strategy’s chairman, confirms the number with Bloomberg's Katie Griefeld and Romaine BostickSee omnystudio.com/listener for privacy information.

Norwegian Cruise Lines President & CEO Harry Sommer says his company sees robust consumer demand as it is in the midst of upgrading its fleet of cruise ships. Sommer speaks on "Bloomberg Open Interest" with Matt Miller and Dani Burger.See omnystudio.com/listener for privacy information.

Manny Roman, CEO at Pacific Investment Management Co. (Pimco), discusses investing in AI infrastructure, global opportunities in fixed income, and why tariff uncertainties pose a risk to US stocks. He spoke Monday with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Chancellor of the Exchequer Rachel Reeves has ruled out a UK wealth tax, while also giving one of her strongest commitments yet to abide by campaign pledges not to raise the level of several key taxes. Reeves also discussed youth guarantees, the two-child benefit cap, and child poverty with Bloomberg's Lizzy Burden at the Labour Conference in Liverpool.See omnystudio.com/listener for privacy information.

Greek Prime Minister Kyriakos Mitsotakis says there is momentum in European Union member states to issue joint debt to support a defense spending boost in the bloc. Mitsotakis also said he is in favor of cross-border bank consolidation in Europe and welcomes the investment by Italy’s UniCredit SpA in Alpha Bank SA. He spoke with Bloomberg Editor-in-Chief John Micklethwait.See omnystudio.com/listener for privacy information.