Bloomberg Talks

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.

Speaking with Bloomberg's Annmarie Hordern, Treasury Secretary Scott Bessent stopped short of saying the European Union can win the same sort of trade deal as Japan cut with President Donald Trump, highlighting that Tokyo’s success came thanks to an innovative financing arrangement. He also spoke about candidates for Fed Chair Powell's replacement, saying "I'm not going to name name names, but they're good candidates."See omnystudio.com/listener for privacy information.

US Commerce Secretary Howard Lutnick joined Bloomberg's Annmarie Hordern to talk about the trade deal reached with Japan and said it could be a model for the EU. He also shared larger countries will have a hard time getting a tariff rate lower than the 15% that Japan secured.See omnystudio.com/listener for privacy information.

Rep. Jake Auchincloss (D-MA) discusses what he is hearing about the potential release of the Epstein files, and voices his concerns over a possible second rescissions package happening later this year and whether or not he will allow the government to shutdown when Congress works on their budget. Rep. Auchincloss spoke with Joe Mathieu and Tyler Kendall.See omnystudio.com/listener for privacy information.

General Motors CFO Paul Jacobson speaks on the company's second quarter earnings, effect of Trump's tariffs on EV sales, and profits with Bloomberg's Katie Greifeld and Sonali BasakSee omnystudio.com/listener for privacy information.

Space Foundation CEO & Retired US Air Force General Heather Pringle speaks on US private sector and government funded space economy. She speaks on Bloomberg Surveillance TV with Jonathan Ferro, Lisa Abramowicz and Annmarie HordernSee omnystudio.com/listener for privacy information.

Verizon Communications Inc. posted second-quarter revenue that surpassed analysts’ estimates, with operating revenue of $34.5 billion, up 5.2% from a year earlier. The company raised its profit outlook, citing "favorable tax reform" and strong performance. Verizon CEO Hans Vestberg speaks with Bloomberg's Sonali Basak and Katie GriefeldSee omnystudio.com/listener for privacy information.

The CEOs of Deutsche Bank and Siemens join Bloomberg's Oliver Crook in Berlin to discuss their "Made in Germany" initiative, which looks to help mobilize the private sector towards the goal of reviving the country's economic growth and competitiveness. The powerhouse pair discuss plans for over €600B of pledges to invest in the country over the coming period including in modernization, AI and the digital transformation.See omnystudio.com/listener for privacy information.

Federal Reserve Governor Christopher Waller says, “the private sector is not doing as well as everybody thinks it is,” as he makes the case for the Fed to lower borrowing costs before the labor market begins to deteriorate. Waller also discusses debate on monetary policy, inflation from tariffs, and whether he would accept the job of Fed Chair if it was offered to him. Waller speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern, and Mike McKee.See omnystudio.com/listener for privacy information.

US Security and Exchange Commission Chairman Paul Atkins says the commission’s Crypto Task Forced is focused on making “clear rules” for cryptocurrencies following the passage of the first-ever federal legislation for stablecoins. Atkins also discusses the potential for private assets and alternative investments in 401(k) retirement plans and the independence of the SEC. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Australian Treasurer Jim Chalmers says that Australia will "quite dramatically" boost its defense spending, while working with other Group of 20 nations to improve cooperation to combat volatility. Chalmers also warns that he sees US tariffs levied on countries around the world by President Donald Trump as an act of "economic self-harm." He speaks with Bloomberg's Oliver Crook on the sidelines of a meeting between many of the world's most powerful finance ministers in South Africa.See omnystudio.com/listener for privacy information.

OECD Secretary General Mathias Cormann discusses the high level of uncertainty in the global economy and his view that there is still cooperation among the G-7 countries. He speaks with Bloomberg's Oliver Crook in Ballito, South Africa, where G20 finance ministers are meeting.See omnystudio.com/listener for privacy information.

San Francisco Fed President Mary Daly speaks with Bloomberg's Michael McKee at the Rocky Mountain Economic Forum in Victor, Idaho. She discusses her outlook for rate cuts and labor market weakness.See omnystudio.com/listener for privacy information.

Novartis announced disappointing sales for a key psoriasis drug and the looming retirement of its respected finance chief, which overshadowed a modest outlook raise. Novartis CEO Vasant Narasimham speaks with Bloomberg's Scarlet Fu on the impact of pharma tariffs.See omnystudio.com/listener for privacy information.

Canadian Finance Minister Francois-Philippe Champagne discusses the impact of tariffs on global trade, and the possibility of a deal with the US. He speaks with Bloomberg's Oliver Crook as G20 finance ministers meet in South Africa.See omnystudio.com/listener for privacy information.

Roblox CEO David Baszucki discusses Roblox's new selfie-based AI age verification for its young users. He speaks with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

United Airlines CEO Scott Kirby discusses second-quarter results and firming demand for airline travel, saying, “it was like a light switch at the end of June for business.” He speaks with Bloomberg's Lisa Abramowicz from United HQ in Chicago. See omnystudio.com/listener for privacy information.

Mike Wilson, chief US equity strategist at Morgan Stanley, says he can’t see more than a 5% - 10% market correction as tariffs begin to take hold in the third quarter. He speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz See omnystudio.com/listener for privacy information.

Brian Moynihan, Bank of America Chair and CEO discusses the state of the US consumer, Federal Reserve monetary policy and the bank’s second-quarter earnings. Speaking with David Westin on Bloomberg Television, Moynihan also discusses the bank’s utilization of artificial intelligence.See omnystudio.com/listener for privacy information.

Anthony Soohoo, MoneyGram CEO talks about a potential IPO and whether the company would launch its own stablecoins. He is joined by Bloomberg's Sonali Basak and Katie Greifeld.See omnystudio.com/listener for privacy information.

David Malpass, former President at the World Bank, joins to discuss President Trump’s economic and political priorities both domestically and abroad. See omnystudio.com/listener for privacy information.

The European Union Commissioner for Democracy, Justice, the Rule of Law and Consumer Protection, Michael McGrath, says he believes a trade agreement can be reached with the United States before August 1, when 30% tariffs are due to come into effect. He also discussed the EU’s budget announcement and data protection issues with Bloomberg’s Stephen Carroll.See omnystudio.com/listener for privacy information.

Donald Trump Jr., Trump Organization Exec VP of Development & Acquisitions + 1798 Partner and 1798 Founder Omeed Malik speak on their SPAC deal with Grab-a-Gun and taking it public on the NYSE. See omnystudio.com/listener for privacy information.

Banco Santander Executive Chair Ana Botin says she sees "tremendous opportunity" in the US market. Speaking with Sonali Basak on "Bloomberg Markets," Botin discusses the state of the US consumer, what she sees as upside potential in Europe and the outlook for stablecoin adoption.See omnystudio.com/listener for privacy information.

White House AI & crypto czar David Sacks speaks on the importance of the US investing in AI, data centers, and chips with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

US Energy Secretary Chris Wright says the US is considering creative ways to refill the nation’s depleted Strategic Petroleum Reserve as it plans to start slowly refilling the massive oil cache. He spoke to Bloomberg's Tyler KendallSee omnystudio.com/listener for privacy information.

Gene Munster, Managing Partner at Deepwater Asset Management, discusses tech earnings, Mag 7 revenue growth, and Microsoft. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

US Treasury Secretary Scott Bessent spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern prior to this morning's CPI data. Bessent discusses the string of soft inflation reads, trade, and the future of the Fed.See omnystudio.com/listener for privacy information.

Actor and activist Jane Fonda discusses the changes she has seen in the environment within her lifetime, and how political activism can lead to environmental change. She speaks at Bloomberg Green Seattle with Jason Kelly and Meg Szabo.See omnystudio.com/listener for privacy information.

Fastenal CEO Dan Florness speaks on market conditions for industrials and manufacturing in the US with Bloomberg's Tim Stenovec and Norah Mulunda. See omnystudio.com/listener for privacy information.