Episodes (Page 12)
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Mitu Gulati analyzes potential US debt restructuring under Trump.
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The US exceptionalism trade, driven by tech and policy, has dominated.
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Javier Blas clarifies misconceptions about China's rare earths dominance.
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US manufacturers warn against tariffs despite reshoring goals.
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Introducing Bloomberg's new Stock Movers podcast.
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Jim Chanos discusses market volatility and identifying weak companies.
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Neil Dutta reiterates his recession call despite market rally.
His Recession Call
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Rob Kaplan discusses Fed's approach to tariff uncertainty.
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Viktor Shvets analyzes Trump's historical tariff decisions.
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North American freight faces uncertainty amid tariff changes.
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Tether CEO discusses the stablecoin company's profitability.
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Ryan Petersen details immediate impacts of Trump's tariffs.
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Brad Setser critiques Trump's unilateral tariff approach.
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Tom Orlik on the historical, stagflationary shock of tariffs.
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Tim Geithner discusses preventing future financial crises.
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Risk to Fed independence grows, unnoticed by Wall Street.
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Nick Denton is leaving the US for Hungary, citing disillusionment.
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The episode questions if the AI data center spending boom is slowing down.
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Brad Jacobs is acquiring Beacon Roofing for $11 billion through his company QXO.
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Jim Millstein warns of risks associated with a potential 'Mar-a-Lago Accord'.