Bloomberg Talks

Ed Morse, senior adviser at Hartree Partners, assesses the impact of the Iran war and the Strait of Hormuz disruption on global energy markets. He ranked the crisis as more serious than anything since the early 1970s and warned markets are too complacent. He spoke on "Bloomberg Open Interest."See omnystudio.com/listener for privacy information.

Rising energy prices and uncertainty brought on by tariffs creates "heightened risk around consumer spending and growth," says former Kansas City Fed President Esther George. She speaks with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Cleveland Fed President Beth Hammack sat down with Bloomberg's Michael McKee for an exclusive interview to discuss the two-sided risks with rates, as well as the latest jobs numbers being a disappointment despite a "stabilizing" labor market.See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Chicago President Austan Goolsbee reacts to the latest US employment report and warns that economic shocks like the recent surge in oil prices can lead in a stagflationary direction. He speaks with Mike McKee on "Bloomberg Open Interest."See omnystudio.com/listener for privacy information.

National Economic Director Kevin Hassett says the White House has no plans to tap the Strategic Petroleum Reserve to bring down oil prices. He says the US nonfarm payrolls report for February, which showed a loss of 92,000 jobs, was an "outlier." He speaks to Jonathan Ferro.See omnystudio.com/listener for privacy information.

Federal Reserve Governor Christopher Waller joined "Bloomberg Surveillance TV" to discuss the potential inflationary impact of war with Iran, US payrolls, ongoing risks from tariffs, and his view of private credit markets.See omnystudio.com/listener for privacy information.

The former EU foreign policy chief Catherine Ashton said "it's hard to see how we get back to diplomacy" with Iran as the war continues. Ashton, who was a key negotiator in Iran's last nuclear deal, added that she believes European countries will come to a consensus on the conflict. She spoke to Stephen Carroll and Lizzy Burden on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.

Jamie Siminoff, Ring founder and chief inventor, discusses the growing role of AI in home security, highlighting Ring's new Super Bowl ad that features AI technology to help find lost pets. He speaks on "Bloomberg Open Interest."See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Richmond President Tom Barkin says it's too soon to tell how policymakers will respond to the Iran war, but he says they are tracking the price of gasoline closely. He also says policy is modestly restrictive right now and we've seen "a couple months of relatively high inflation." He speaks to Bloomberg's Michael McKee in Richmond.See omnystudio.com/listener for privacy information.

Goldman Sachs Chair and CEO David Solomon says he is surprised by the benign reaction to the Iran attacks but doesn't see complacency in the markets during an interview with Haidi Stroud-Watts on "Bloomberg: The Asia Trade."See omnystudio.com/listener for privacy information.

Gabelli Funds Chairman & CEO Mario Gabelli joins Bloomberg's Norah Mulinda to discuss Paramount's next move following its finalized deal to acquire Warner Brothers Discovery.See omnystudio.com/listener for privacy information.

Former US Secretary of State Antony Blinken says an off-ramp with Iran will be governed by two factors: munitions and markets. In an interview with Bloomberg’s David Gura for the Big Take podcast, Blinken noted that a striking feature of this conflict is the extent to which Iran has involved its neighbors.See omnystudio.com/listener for privacy information.

Marathon Asset Management Chair and CEO Bruce Richards explains why he thinks highly-leveraged software default rates could surge and discusses where he is finding investment opportunities on "Bloomberg Open Interest."See omnystudio.com/listener for privacy information.

Federal Reserve Governor Stephen Miran says it's still appropriate to keep cutting interest rates despite the war in the Middle East. “I believe it’s appropriate to continue acting,” Miran said Wednesday on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Alex Rodriguez, former MLB superstar slugger and A-Rod Corp chairman and CEO, discusses sports investing in 2026, progress on a new collective bargaining agreement in the MLB, and the latest episode of ‘The Deal’ podcast. He speaks with Bloomberg’s Carol Massar and Tim Stenovec from the Bloomberg Invest conference in New York City.See omnystudio.com/listener for privacy information.

Connor Teskey, CEO of Brookfield Asset Management, discusses state of private credit, how Brookfield is positioning capital amid higher rates and shifting exit markets. He speaks with Bloomberg’s Tim Stenovec and Carol Massar from the Bloomberg Invest conference in New York City.  See omnystudio.com/listener for privacy information.

John Rogers, Ariel Investments Founder, Chairman and CO-CEO, discusses US consumer, "K-Shaped" economy. He speaks with Bloomberg’s Tim Stenovec and Carol Massar from the Bloomberg Invest conference in New York City.  See omnystudio.com/listener for privacy information.

NYSE Group President Lynn Martin says geopolitical risks and global conflicts like the current one in Iran are unlikely to stop companies from going public. She spoke to Bloomberg Television on Tuesday at the Bloomberg Invest conference in New York. “And if you’re a good company, you can always go public."See omnystudio.com/listener for privacy information.

Marc Rowan, CEO and co-founder of Apollo Global Management, joins Bloomberg News Editor-in-Chief John Micklethwait at Bloomberg Invest to talk about AI's impact on the markets, as well as the future of private markets.See omnystudio.com/listener for privacy information.

President of Near East Policy Research & Member and National Council of Resistance of Iran Ali Safavi joins "Bloomberg Surveillance Radio" to discuss the impending transition of power in Tehran.See omnystudio.com/listener for privacy information.

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon talks about the impact of the Iran war on markets, risks to the economy, how his workers are adopting AI, credit cycles and inflation. He speaks to Bloomberg's Lisa Abramowicz at company’s annual global leveraged-finance conference in Miami Beach.See omnystudio.com/listener for privacy information.

International Atomic Energy Agency Director General Rafael Mariano Grossi says contact has been lost with Iran’s atomic regulator following weekend strikes on the Islamic Republic and sees the need for both sides to go back to the negotiating table after the conflict ends. He speaks with Bloomberg's Katie Griefeld. See omnystudio.com/listener for privacy information.

Robin Vince, CEO of BNY Mellon, discusses the status and future of US assets with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on the sidelines of the 2026 World Economic Forum.See omnystudio.com/listener for privacy information.

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business leaders, lawmakers and cultural icons.  Watch the show LIVE on Bloomberg Television from 7AM-10AM Eastern Time.   Listen to the show LIVE on Bloomberg Radio from 7AM-10AM Eastern Time.   Listen to the Podcast for the best conversations from the show.   Subscribe on Apple: https://podcasts.apple.com/us/podcast/bloomberg-this-weekend/id1878739308Subscribe on Spotify: https://open.spotify.com/show/5DQ8CEg9LeS1xGJSaxt47lSee omnystudio.com/listener for privacy information.

California Attorney General Rob Bonta speaks on the drama surrounding the Warner Bros and Paramount deal and whether the deal could clear regulation hurdles. He speaks with Bloomberg's Joe Mathieu. See omnystudio.com/listener for privacy information.

Duolingo CEO Luis von Ahn speaks with Bloomberg's Carol Massar and Tim Stenovec on the company's recent earnings and how the company seeks to grow subscribers while continuing to engage app users.See omnystudio.com/listener for privacy information.

Zscaler CEO Jay Chaudhry sits down with Bloomberg's Carol Massar, Tim Stenovec and Mandeep Singh to discuss the company's latest earnings report, agentic artificial intelligence, and more.See omnystudio.com/listener for privacy information.

US Under Secretary of Defense for Research and Engineering Emil Michael discusses talks with Anthropic about loosening restrictions on the use of its artificial intelligence technology by the US military. Michael says the Pentagon offered concessions to the company and is open to continuing talks ahead of the Friday afternoon deadline. He speaks with Bloomberg's Jonathan Ferro, Annmarie Hordern, and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

Chris Miller, professor at the Fletcher School at Tufts University and author of Chip War: The Fight for the World’s Most Critical Technology, speaks with Bloomberg's Carol Massar and Tim Stenovec on the changing landscape of the semiconductor industry amid AI, a global tech race and geopolitical tensions.See omnystudio.com/listener for privacy information.

Snowflake expects fiscal 2027 product revenue of $5.7 billion, above analysts’ average estimate of $5.5 billion compiled by LSEG, driven by rising AI demand. CEO Sridhar Ramaswamy said the company signed its largest deal ever, over $400 million, without naming the client. He speaks with Bloomberg's Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

Dan Ives, managing director at Wedbush Securities, breaks down fourth-quarter earnings from Nvidia as he raises his price target for the stock to $300. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Fidelity National Information Services President & CEO Stephanie Ferris speaks on the company's latest earnings report plus how they're navigating a world where the payments world can get disrupted by AI. See omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. Greer also discusses expectations for the UK and European Union to honor their existing trade deals and the Trump administration wanting to fix gaps in the trade deal with Canada and Mexico.See omnystudio.com/listener for privacy information.

US Interior Secretary Doug Burgum talks about the importance of having sensible energy policies that will attract investment and help the US win the AI race.  He speaks with host Joe Mathieu directly following President Trump's State of the Union address.See omnystudio.com/listener for privacy information.

President Donald Trump delivered the longest State of the Union address of the television age Tuesday, declaring “a turnaround for the ages” as he tried to sell Americans on his economic program ahead of crucial midterm elections later this year. The speech had all the ceremony, confrontation and chaos that have come to define the event in an era of narrow congressional majorities and partisan polarization. Democratic Representative Al Green was ejected from the chamber for disrupting the speech. Trump invited the gold-medal-winning men’s Olympic hockey team into the gallery amid chants of “USA! USA! USA!” He awarded several medals honoring veterans and active-duty service members. And in more than 1 hour 47 minutes, the longest State of the Union in history, the president delivered a rally-like speech punctuated less by policy proposals than by political attacks. For instant reaction and analysis, Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz speak with: Bloomberg White House correspondent Jeff Mason Rick Davis, Partner at Stonecourt Capital and Bloomberg Politics Contributor & Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor US Interior Secretary Doug Burgum See omnystudio.com/listener for privacy information.

Planet Fitness fell in early trading on Tuesday after the company paired a strong quarterly beat with a cautious outlook. Investors focused on softer guidance and management's plans for continued expansion. CEO Colleen Keatings discusses the quarter with Bloomberg's Romaine Bostick. See omnystudio.com/listener for privacy information.

A global oil surplus is poised to disappear as population growth and artificial intelligence stoke crude consumption, according to the head of Baker Hughes Co. The company, one of the world’s largest oilfield service providers, sees demand beginning to recover in the second half of this year into 2027, Chief Executive Officer Lorenzo Simonelli said during an interview with Bloomberg's Matt Miller and Dani Burger. See omnystudio.com/listener for privacy information.

Doug Irwin, Professor of Economics at Dartmouth, discusses the latest developments on President Trump's unfolding tariff strategy and their broader economic impact. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Federal Reserve Bank of Chicago President Austan Goolsbee says he is more concerned about inflation amid a "steady" job market. Speaking with Bloomberg's Mike McKee, Goolsbee also comments on what the tariff ruling could mean for inflation and Fed Chair Jerome Powell possibly staying on the central bank's board.See omnystudio.com/listener for privacy information.

Novo Nordisk Chief Scientific Officer Martin Holst Lange discusses the recent clinical trial results of the company's weight loss obesity shot CagriSema, which delivered less weight loss than Eli Lilly’s tirzepatide. Holst Lange also outlines Novo Nordisk's broader obesity treatment pipeline. He speaks with Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.

Republican US Representative from Missouri Jason Smith speaks on the Supreme Court's decision to strike down President Trump's global tariffs and what this means for fiscal policy. He speaks with Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.

MTA CEO Janno Lieber provides key details on updates about the blizzard that affected the NYC area and how the city set up preparations for it. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Raoul Ruparel, director of Boston Consulting Group's Centre for Growth, discusses his research showing Britain’s biggest industries have been responsible for the decades-long decline in productivity that has roughly halved the GDP growth rate since the end of the 1990s. He spoke to Stephen Carroll and Caroline Hepker on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.

Nobel Laureate Paul Krugman, a City University of New York professor, says President Donald Trump's tariffs are a sales tax and are slightly contractionary. He speaks on "Bloomberg The Close."See omnystudio.com/listener for privacy information.

California Attorney General Rob Bonta reacts to the Supreme Court decision striking down President Donald Trump's tariffs, describing the ruling as expected and affirming. Bonta highlights that the Court's ruling allows for retroactive relief, meaning businesses and importers who paid these tariffs can seek refunds through the Court of International Trade. He speaks on "Bloomberg The Close."See omnystudio.com/listener for privacy information.

Middle East Geoeconomics Lead for Bloomberg Economics, Dina Esfandiary, joins "Bloomberg Surveillance Radio" to talk about the US military buildup in the Middle East.See omnystudio.com/listener for privacy information.

Chief Economist at Stifel, Lindsey Piegza, joins "Bloomberg Surveillance Radio" to talk about the latest economic data release and the next steps for the Federal Reserve.See omnystudio.com/listener for privacy information.

The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.Voting 6-3, the court said Trump exceeded his authority by invoking a federal emergency-powers law to impose his “reciprocal” tariffs across the globe as well as targeted import taxes the administration says address fentanyl trafficking.The justices didn’t address the extent to which importers are entitled to refunds, leaving it to a lower court to sort out those issues. If fully allowed, refunds could total as much as $170 billion - more than half the total revenue Trump’s tariffs have brought in. For instant reaction and analysis, Bloomberg Intelligence co-hosts Paul Sweeney and Scarlet Fu, o speak with:- Bloomberg Washington correspondent Tyler Kendall- Bloomberg Legal Analyst and host of Bloomberg Law June Grasso- Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners- Dave Townsend, Partner with Dorsey & WhitneySee omnystudio.com/listener for privacy information.

The US Ambassador to the European Union, Andrew Puzder, says the EU adopting rules with a "Made in Europe" preference for key industrial sectors would be a "serious mistake". He spoke to Stephen Carroll and Caroline Hepker on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.

Wayfair CFO Kate Gulliver joins "Bloomberg Businessweek Daily" to talk about Wayfair's earnings, future for the company, the customer demand of Wayfair's product, and more.See omnystudio.com/listener for privacy information.