Bloomberg Talks

The White House's chief economist, Stephen Miran, believes that tariff increases will not have a lasting impact on US inflation, citing the limited effect of imports on the economy. “Imports are only 14% of the economy — the ability of those types of things to move the needle on inflation are limited." He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie HordernSee omnystudio.com/listener for privacy information.

Investors should buy any dips in US stocks fueled by Friday’s credit rating cut, as the trade truce with China has reduced the odds of a recession, according to Morgan Stanley’s Michael Wilson.The strategist sees a greater chance of a pullback in equities after the downgrade by Moody’s Ratings pushed 10-year bond yields above the key 4.5% level. However, “we would be buyers of such a dip,” Wilson wrote in a note.S&P 500 futures slid 1.2% on Monday following the debt downgrade, which Moody’s said was in response to a ballooning budget deficit that showed little sign of narrowing. The move has reignited worries about whether US assets are still popular at a time of lingering global trade uncertainty.Wilson speaks with Bloomberg's Nathan HagerSee omnystudio.com/listener for privacy information.

Democratic Congressman Jim Clyburn of South Carolina talks progress on the House tax bill and former President Joe Biden's recent cancer diagnosis. He speaks with hosts Joe Mathieu and Kailey Leinz.See omnystudio.com/listener for privacy information.

Carrier Global Chairman/CEO Dave Gitlin discusses the companies plan to hit a target of 6%-8% organic sales growth a year in medium term. He is joined by Bloomberg's Romaine Bostic and Scarlet Fu.See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Atlanta President Raphael Bostic suggests that a faster-than-expected resolution to trade negotiations could lead to earlier Fed action, while a prolonged negotiation period could delay it. He is joined by Bloomberg's Mike McKee.See omnystudio.com/listener for privacy information.

Bob Doll, CEO & CIO at Crossmark Global Investments, discusses market reaction to the Moody’s Ratings stripping the US of its last top credit rating. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Brian Chesky, Airbnb CEO and Cofounder discusses the company's app redesign and emphasis on services and experience.See omnystudio.com/listener for privacy information.

Kunal Kapoor, CEO of Morningstar Inc discusses his company's decision to rate less private asset funds. He is joined by Bloomberg's Sonali Basak, Matt Miller and Katie Greifeld.See omnystudio.com/listener for privacy information.

Rep. Mike Lawler, a Republican from New York, says negotiations with other House Republicans over the SALT cap tax will take place over the weekend. He also talks about President Donald Trump's trip to the Middle East and banning stock trading for members of Congress. He speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

“Things have fundamentally changed from the Nasdaq peak,” says Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management as she plans to “fade out” the move in equities and look for value going forward. She speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Yoni Assia, eToro CEO discusses his company's IPO debut and how it differentiates itself from the competition. He is joined by Bloomberg's Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Jamie Dimon, JPMorgan Chase Chairman and CEO discusses recession, volatility, trade, tariffs and the US economy. He is joined by Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

Jim Zelter, President of Apollo Global Management discusses the retail markets reaction to Trump's trade deals. He is joined by Bloomberg's Ed Ludlow and Caroline Hyde.See omnystudio.com/listener for privacy information.

Coinbase CEO Brian Armstrong says being added to the S&P 500 Index proves crypto is here to stay. The company replaces Discover Financial Services in the index next week. He also talks about the expanded use of crypto payments and the status of a stablecoin regulation bill that is moving through the Senate. He speaks to Bloomberg's Sonali Basak.See omnystudio.com/listener for privacy information.

Ken Rogoff, professor at Harvard University and former IMF Chief economist speaks on why he thinks the purchasing power of the U.S. dollar is in decline. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Bill Dudley, Bloomberg Opinion columnist and a former president of the Federal Reserve Bank of New York, says the US-China tariff pause does not solve the Fed's problems. Dudley says the Fed needs more information and will likely be late on cutting interest rates. He speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Former US Ambassador to China Nick Burns warns that the US-China trade war has effectively become a trade embargo, driven by extreme tariffs and deepening strategic rivalry. Burns stresses that the worlds two largest global economies must strike a deal within 90 days to prevent long-term economic decoupling. He is joined by Bloomberg's David Gura.See omnystudio.com/listener for privacy information.

As markets soared on a truce in the trade war between the US and China, Citadel founder Ken Griffin reflected on the past month, suggesting it would have been better to sit on the sidelines in cash. He is joined by Bloomberg's Sonali Basak.See omnystudio.com/listener for privacy information.

Chancellor of the Exchequer Rachel Reeves said she didn’t rule out mandating pension funds to allocate money to UK assets, as the government seeks to channel more investment into the domestic economy. She is joined by Bloomberg's Lizzy Burden.See omnystudio.com/listener for privacy information.

Skybridge Capital Founder & Managing Partner Anthony Scaramucci speaks on the booming business of Bitcoin ETFs. He speaks with Bloomberg's Katie Greifeld, Scarlet Fu and Eric BalchunasSee omnystudio.com/listener for privacy information.

The EU's Commissioner for Research, Startups and Innovation, Ekaterina Zaharieva, tells Bloomberg's Oliver Crook that the EU is looking to boost research in areas including AI, bio-economy, quantum and cleantech. That's as the bloc has made a spending push to attract researchers, including from the United States where the Trump administration is making cuts, something Zaharieva describes as a great opportunity for Europe to attract world-class researchers.See omnystudio.com/listener for privacy information.

US Treasury Secretary Scott Bessent discusses the US and China reaching an agreement on a 90-day pause and lowering of tariffs. He speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Eurogroup finance ministers are meeting in Brussels as the EU seeks a trade deal with the US, and funding for Europe's defense push. Greece Finance Minister Kyriakos Pierrakakis speaks with Bloomberg's Oliver Crook in Brussels.See omnystudio.com/listener for privacy information.

Lyft CEO David Risher talks about the markets where the company is investing. Risher spoke with Bloomberg’s Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

DraftKings CEO Jason Robins discusses quarterly earnings, affect of March Madness, expected growth and future of onsite versus online gambling and sports betting. Robbins spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Pinterest CEO Bill Ready discusses the company's second quarter revenue topping expectations, easing investors' concerns about an advertising slowdown. Ready spoke with Bloomberg's Matt Miller and Caroline Hyde.See omnystudio.com/listener for privacy information.

New York Fed President John Williams said keeping inflation expectations anchored near policymakers’ target forms the “bedrock” of central banking while speaking with Bloomberg's Francine Lacqua at the Reykjavik Economic Conference.See omnystudio.com/listener for privacy information.

White House Office Senior Counselor: Trade & Manufacturing Peter Navarro discusses the US and China trade talks set to begin tomorrow in Switzerland. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Federal Reserve Governor Adriana Kugler discusses monetary policy outlook and her hope to keep long-run inflation expectations anchored. She speaks with Bloomberg's Francine Lacqua in Reykjavik, Iceland.See omnystudio.com/listener for privacy information.

US Commerce Secretary Howard Lutnick discusses the latest trade deal with the UK and updates for ongoing negotiations with other countries. He spoke to Bloomberg's Kailey Leinz and Saleha Mohsin.See omnystudio.com/listener for privacy information.

Rene Haas, Arm CEO discusses the company's cautious forecast and the overall positive outlook for royalty growth in Q1. He is joined by Bloomberg's Caroline Hyde and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Bill Gates, founder of the The Gates Foundation plans to give away $200 billion over the next 20 years before shutting down entirely in 2045, marking a new deadline for one of history’s largest and most influential charities. He is joined by Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

Bank of England Governor Andrew Bailey comments after the central bank cut interest rates by a quarter-point following a divided vote that was more hawkish than expected. He is joined by Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

Nouriel Roubini, CEO of Roubini Macro Associates, reacts to yesterday’s Fed decision and explains why he believes the US economy could soon thrive. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Novo Nordisk CEO Lars Fruergaard Jorgensen discusses earnings as well as the competitive landscape in the pharmaceutical sector. He speaks with Bloomberg's Katie Greifeld and Alix Steel. See omnystudio.com/listener for privacy information.

Uber CEO Dara Khosrowshahi breaks down the company’s earnings report and discusses how driverless cars will increasingly fit into Uber’s business. Khosrowshahi speaks with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Senator Chuck Schumer, a Democrat from New York, says job cuts by the Department of Government Efficiency have hurt the Federal Aviation Administration. He says the Trump administration and Department of Transportation are causing chaos at airports across the country. Schumer spoke to Bloomberg's David Gura and Julie Fine. See omnystudio.com/listener for privacy information.

House Ways and Means Committee Chairman and Missouri Congressman (R) Jason Smith warned that lawmakers from high-tax states will have to settle for an "unhappy" compromise on the state and local deduction cap. He spoke to Bloomberg's Julie Fine.See omnystudio.com/listener for privacy information.

When asked about current US debt levels, Pimco’s Roman repeated something he heard from a private conversation with former Treasury secretary, Janet Yellen: “It’s not a problem until it becomes a problem.” He is joined by Bloomberg's Carol Massar and Romaine Bostick.See omnystudio.com/listener for privacy information.

Franklin Templeton President and CEO Jenny Johnson discussed the “interlocking” issues of tariffs, taxes and deregulation, expecting one interest rate cut this year from the Federal Reserve, the “pretty strong” US economy, and the importance of responsibly adding private assets to the firm’s wealth channel. She is joined by Bloomberg's Sonali Basak and Romaine Bostick.See omnystudio.com/listener for privacy information.

IBM Chief Executive Arvind Krishna says the tech giant has doubled down on the use of artificial intelligence. He speaks with Bloomberg's Caroline Hyde. See omnystudio.com/listener for privacy information.

Ares Management CEO and co-founder Michael Arougheti discussed the market impact of trade tariffs, investment in China markets, investors taking shelter in credit markets and where he sees “massive opportunity” for private equity. Arougheti spoke with Sonali Basak on the sidelines of The Milken Institute Global Conference in Beverly Hills, California.See omnystudio.com/listener for privacy information.

FCC chair Brendan Carr discusses the Trump administrations plans to get more commercial electromagnetic spectrum in the hands of wireless companies. He speaks with Carol Massar and Romaine Bostick from the 28th annual Milken Institute Global Conference.See omnystudio.com/listener for privacy information.

Carlyle Group Co-Chairman David Rubenstein discusses Scott Bessent's comments at Milken, and how the business community is willing to be optimistic about tariffs. He speaks at the Milken Conference with Bloomberg's Romaine Bostick and Carol Massar.See omnystudio.com/listener for privacy information.

Citi CEO Jane Fraser says that consumer spending is holding up, and discusses her favorable view of the Mexican president. She speaks at the Milken Conference with Bloomberg's Sonali Basak.See omnystudio.com/listener for privacy information.

Mark Attanasio, Milwaukee Brewers owner and Crescent Capital Group co-founder, discusses the state of financial markets and his optimism that the PGA Tour and upstart rival LIV Golf will be able to strike a deal on a merger. He speaks with Sonali Basak and Romaine Bostick on the sidelines of The Milken Institute Global Conference in Beverly Hills, California.See omnystudio.com/listener for privacy information.

Pershing Square Capital Founder & CEO Bill Ackman was named executive chair of the Howard Hughes board. He speaks with Bloomberg's Sonali Basak at the Milken Conference.See omnystudio.com/listener for privacy information.

Apollo Global Management CEO/Co-Founder Marc Rowan says that the Trump Administration is not wrong for enacting tariffs. He speaks at the Milken Conference with Bloomberg's Sonali Basak.See omnystudio.com/listener for privacy information.

Financial analysts were far more prepared than most CEOs for the US tariffs announced on April 2. Analysts, who serve as a proxy for the financial markets, anticipated tariffs would soon be an enormous issue, mentioning the topic 62% more often than did CEOs during Q1 earnings calls. That’s the conclusion of the second 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 almost 4,900 earnings calls worldwide in Q1 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 Michael Brigl, Head of BCG’s Central European practice, to discuss how tariffs are likely to have a long-term effect on corporate operations.See omnystudio.com/listener for privacy information.

Roblox’s daily users jumped 26% last quarter and CEO David Baszucki says ad revenue is growing. Baszucki discusses the company’s earnings with Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.