Bloomberg Talks

Ethan Allen CEO Farooq Kathwari discusses how retailers are navigating tariffs one year since President Trump's "Liberation Day." This comes as the Trump Administration announces the US will maintain 50% tariffs on many imported steel, aluminum and copper products, while simplifying duties for goods made with negligible amounts of the metals. He speaks with Bloomberg's Scarlet Fu and Katie Greifeld.See omnystudio.com/listener for privacy information.

Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab speaks on President Trump's tariffs, the rise in oil and gas prices, and the shock to metal prices. She speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jim Zelter, president at Apollo Global Management, offers a defense of private credit and says investors are missing the plot on the public/private convergence. He speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy information.

President Donald Trump said the war in Iran is “very close” to completion, even as he signaled strikes could escalate in the near term.  Trump in a rare prime-time address on Wednesday cast the war as a success, saying the operation had nearly achieved its military goals, including destroying Iranian ballistic missiles and drones, air force, navy and industrial base. He said those steps would prevent Tehran’s proxies from destabilizing the region and cut off the country’s path to nuclear weapons.“Tonight I’m pleased to say that these core strategic objectives are nearing completion,” Trump said from the White House in a roughly 20-minute speech. “We are going to finish the job. and we’re going to finish it very fast, we’re getting very close.”The speech came as the president is grasping for an off-ramp in a conflict that has quickly slipped out of control. For instant reaction and analysis, Bloomberg Radio host Doug Krizner speaks with Bloomberg This Weekend co-host Christina Ruffini and Bloomberg White House and Washington correspondent Jeff Mason.See omnystudio.com/listener for privacy information.

Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, on the narrowing gap between 'front page' and 'bottom line' risk. They speak with Bloomberg's Tom Keene and Paul Sweeney, and discuss how markets are responding to the war in Iran.See omnystudio.com/listener for privacy information.

Roubini Macro Associates Chairman & CEO Nouriel Roubini discusses President Trump saying he’ll only consider a halt to attacks on Iran when the Strait of Hormuz is reopened, and what this could mean for Iran's future. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Ellen Zentner, Chief Economic Strategist at Morgan Stanley Wealth Management, discusses the thematic approach to navigating market volatility, and the latest in the oil market amid the war in Iran. She speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Whoop CEO Will Ahmed joins Matt Miller on "Bloomberg Tech" to talk about his company's new funding from a Series G round as well as the future outlook for Whoop and it's users.See omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer joins Annmarie Hordern on Bloomberg TV to discuss the idea that the US is insulated from supply chain effects from the Strait of Hormuz, as well as to discuss the Trump administration’s perceived shortfall of the World Trade Organization and the possibility of a returning to a 20% tariff level with China. Greer says, “I see stability with China over the next year” as the nations prepare for talks in May.See omnystudio.com/listener for privacy information.

Nancy Lazar, Chief Global Economist at Piper Sandler speaks on the state of American capitalism now with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Los Angeles Mayor Karen Bass discusses rising oil prices and Los Angeles' response with the use of public transportation.See omnystudio.com/listener for privacy information.

Ivo Daalder, former US Ambassador to NATO and Senior Fellow at the Harvard Belfer Center, joined Bloomberg TV and radio to discuss the recent extension of the US ultimatum by ten days regarding Iran. He expressed mixed views, suggesting the extension could either provide space for diplomatic talks to progress or serve as a prompt for escalation options. Daalder criticized the current US approach, indicating that the administration appears to have lost focus on the original objectives of the conflict. He highlighted that despite concerns about the Strait of Hormuz, the waterway remained open at the onset of military actions, implying that the strategic rationale for the war may be unclear or shifting.See omnystudio.com/listener for privacy information.

Apollo Chief Economist Torsten Slok talks about the impact of the energy shock on consumers, inflation expectations and the US labor market on "Bloomberg Real Yield."See omnystudio.com/listener for privacy information.

Bob Michele, JPMorgan Asset Management Global Head of Fixed Income, joins Bloomberg Surveillance to discuss current macroeconomic conditions amid the backdrop of the Iran war, as Federal Reserve officials voice growing concern over potential fallout. Bob speaks with Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Former US National Security Council Communications Advisor John Kirby joins Joe Mathieu and Kailey Leinz on "Balance of Power" to discuss the peace talk negotiations between Iran and the US, as well as the role the media plays in dealing with policy.See omnystudio.com/listener for privacy information.

Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed President, joined "Bloomberg Surveillance Radio" for an extended conversation on monetary policy and the impact of geopolitical risk.See omnystudio.com/listener for privacy information.

CEO of Prologis Dan Letter joins "Bloomberg Businessweek Daily" to talk about the state of global logistics, shipping, and data centers from his company's perspective.See omnystudio.com/listener for privacy information.

Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, joins "Bloomberg Surveillance Radio" for an extended discussion on geopolitical risk and the Fed's path ahead.See omnystudio.com/listener for privacy information.

Oil prices are falling on the latest diplomatic push from the US, overshadowing news of more troops headed to the Middle East and the Strait of Hormuz still effectively shut. Energy analyst Stephen Schork with the Schork Group says there's a disconnect between prices in oil futures contracts and the barrels themselves. He speaks with Bloomberg's Nathan Hager.See omnystudio.com/listener for privacy information.

NASA looks to speed up the US's return to the moon and deep space and vows to invest $20 billion over 7 years to build a moon base. NASA Administrator Jared Isaacman speaks with Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. See omnystudio.com/listener for privacy information.

Scott Kirby, CEO of United Airlines, addresses the significant uncertainties currently facing the airline industry. Speaking with Lisa Abramowicz on "Bloomberg Open Interest," Kirby says demand has been strong and comments on the frustrations surrounding long TSA lines and the impact of rising oil prices on fares.See omnystudio.com/listener for privacy information.

Constellation Energy CEO Joseph Dominguez discusses energy prices, natural gas and data center demand with Bloomberg’s Julie Fine at CERAWeek in Houston.See omnystudio.com/listener for privacy information.

UK data center developer Nscale has become one of Europe's most valuable startups with a recent $2 billion funding round. Nscale CEO Josh Payne and newly appointed board member, former Meta COO Sheryl Sandberg, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”See omnystudio.com/listener for privacy information.

Federal Reserve Governor Stephen Miran says the central bank should not be looking at recent oil shocks to set monetary policy. “We should wait for all the information to come in before really changing our outlook," he said Monday morning on "Bloomberg Surveillance."See omnystudio.com/listener for privacy information.

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.See omnystudio.com/listener for privacy information.

Kathy Jones, Chief Fixed Income Strategist at the Schwab Center for Financial Research, joins Scarlet Fu on "Bloomberg Real Yield." US Treasuries sank and bond traders increased their bets on a Federal Reserve interest-rate hike by October to 50% as concern mounts that a protracted war in the Middle East could stoke global inflation.See omnystudio.com/listener for privacy information.

President and CEO of Stew Leonard's, Steward Leonard Jr.,  joins "Bloomberg Intelligence" to talk about the impact of rising oil prices and the war in the Middle East on Stew Leonard's customers, as well as how Stew Leonard's is trying to help the consumer in the US economy.See omnystudio.com/listener for privacy information.

Democratic Senator Gary Peters of Michigan, ranking member of the Senate Homeland Security Committee, joined "Bloomberg Balance of Power" to express strong opposition to approving a proposed $200 billion increase in Pentagon funding at this time. He emphasized that the administration has not sought the required congressional authorization as mandated by the U.S. Constitution. Peters highlighted that the current Pentagon budget is approximately $1 trillion, suggesting there is sufficient funding already available. He criticized the lack of a clear strategic plan or defined objectives, particularly questioning why there has been no effective action to keep the Straits of Hormuz open. The senator also pointed to the economic impact of rising gasoline prices on Michigan families, noting prices near $4 per gallon and the broader negative effects on consumers. He urged the president to provide transparency and justification for the proposed spending, warning that increasing the national debt without a clear plan could exacerbate economic instability.See omnystudio.com/listener for privacy information.

Former SEC Chair Gary Gensler discusses private credits role in US capital markets. He is joined by Bloomberg's Tom Keene and Paul Sweeney on Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

Michael Hartnett, chief investment strategist at BofA Global Research, discusses market reaction to the Iran war, which he says will feed into earnings “without a question.” Harnett also explains where he would start “nibbling” on the S&P 500 and US treasuries and why he is still counting on the consumer.See omnystudio.com/listener for privacy information.

Tallbacken Capital Advisors Founder and CEO, Michael Purves, talks about continued tension and volatility in markets. He speaks with Tom Keene and Paul Sweeney on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Arizona said it filed criminal charges against Kalshi for operating an illegal gambling business, in a significant escalation in the legal battles between the prediction market exchange and about a dozen states. Kalshi CEO Tarek Mansour joins Bloomberg's Tim Stenovec to discuss the charges.See omnystudio.com/listener for privacy information.