Bloomberg Talks

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.

US Energy Secretary Chris Wright says energy for the AI arms race in the US will come from natural gas, nuclear and coal. He discusses this and reflects on President Donald Trump's first 100 days in office with hosts Ed Ludlow and Caroline HydeSee omnystudio.com/listener for privacy information.

Chevron CEO Mike Wirth discusses current oil prices, and the company's strong quarter. He speaks with Bloomberg's Alix Steel.See omnystudio.com/listener for privacy information.

National Council of Economic Advisors chairman Stephan Miran discusses the latest jobs report, his expectations for a trade deal with China and the possibility of a new tax deal. He speaks with hosts Jonathan Ferro and Annmarie Hordern.See omnystudio.com/listener for privacy information.

New Century Advisors chief economist and former Federal Reserve economist Claudia Sahm discusses the latest jobs data and the likelihood trade tensions and the current state of the economy could lead to a recession. She speaks with hosts Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

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 SweeneySee omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

Facebook Co-Founder, Chris Hughes discusses the US economy and the balance between the public and private sector. He also delves into the evolution of big tech in the US. He is joined by Bloomberg's Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

AstraZeneca is a posterchild of the UK stock market as Britain's largest listed company. So it's telling that it too is warning that there is a risk a trade war could damage both its bottom line and its drug development Bloomberg's Caroline Hepker and Stephen Carroll spoke to the pharmaceutical giant's CFO Aradhana Sarin as the company posted its first quarter earnings figures.See omnystudio.com/listener for privacy information.

SoFi CEO Anthony Noto discusses the company's quarterly earnings. Noto spoke with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Rebecca Minkoff Co-Founder Rebecca Minkoff discusses tariffs, its affects on small businesses\, and seeking relief for small businesses via a petition to President Trump. Minkoff spoke with Bloomberg's Katie Greifeld, Sonali Basak and Matt Miller. See omnystudio.com/listener for privacy information.

Goldman Sachs Group Inc. Chief Executive Officer David Solomon said he believed that activity in mergers and public listings will find a comfortable level despite uncertainty that’s led to a slowdown across investment banks. He is joined by Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

EU Commissioner Valdis Dombrovskis discusses the EU's trade strategy and negotiations with the US. He speaks with Bloomberg's Romaine Bostick and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Palo Alto Networks Chairman & CEO Nikesh Arora discusses the company’s purchase of artificial intelligence security firm Protect AI and the challenges companies face in securing agentic tools. He speaks with Bloomberg's Caroline Hyde.See omnystudio.com/listener for privacy information.

Robert Kaplan, Vice Chairman at Goldman Sachs, discusses the possibility of a recession, and provides a broad view of the current uncertainty. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

German challenger bank N26 was an investor darling, backed by Peter Thiel, Tencent, and Li Ka-Shing. The company, founded in 2014, was one of the original banking disruptors but ran into a major hurdle when German regulator BaFin put a cap on how many new customers it could take due to concerns around money laundering controls. The cap expired last year - N26 has seen a jump in new customers and is forecasting a 40% revenue rise for this year. Bloomberg's Caroline Hepker and Tom Mackenzie spoke to Founder and CEO Valentin Stalf about the bank's bounce on revenue and customer growth, plans to come to public markets, and thoughts on regulation.See omnystudio.com/listener for privacy information.

Nouriel Roubini, chair and CEO of Roubini Macro Associates, says US exceptionalism will remain despite bad trade and immigration policies. He speaks with Bloomberg's Alix Steel and Romaine BostickSee omnystudio.com/listener for privacy information.

Israel's Central Bank Governor Amir Yaron speaks to Bloomberg's Lisa Abramowicz about the economic uncertainties from the global trade war and the ongoing conflict with Hamas, highlighting the dual pressures on Israel's economy amid rising geopolitical tensionsSee omnystudio.com/listener for privacy information.

Financial Conduct Authority CEO Nikhil Rathi discusses what's next for financial regulation. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.