Bloomberg Talks

Chuck Robbins, the Chair & CEO of Cisco welcomes India's semiconductor capacity. Speaking at a panel on tech sovereignty with Haslinda Amin at Bloomberg's New Economic Forum, he says its important for companies to work closely with governments. He spoke about the sovereign critical infrastructure his company has launched in countries to exercise control over systems. See omnystudio.com/listener for privacy information.

Wells Fargo CFO Mike Santomassimo discusses the bank's third-quarter earnings and the outlook for M&A with Bloomberg's Scarlet Fu. See omnystudio.com/listener for privacy information.

KKR Partner Alisa Wood tells Bloomberg's Dani Burger that she sees a record year for PE exits. See omnystudio.com/listener for privacy information.

Michael Saylor, founder and executive chairman of Strategy Inc., joined Bloomberg's Tim Stenovec and Carol Massar on "Bloomberg Crypto" to discuss how Bitcoin is entering a new bull market supported by friendlier U.S. regulation, rising banking adoption, and growth in tokenized securities. He framed Bitcoin as “digital capital” delivering roughly 40% annualized returns since 2020 and forecast 20–30% annual growth over the next two decades, with prices returning above $100,000 this cycle. Saylor defended Strategy’s small June Bitcoin sale as necessary “structured finance” to support its high-yield digital credit product, targeting 10–12% returns. He dismissed potential MSCI index exclusion as minor and said stalled federal legislation actually removed restrictive provisions, allowing more favorable agency guidance to drive industry expansion. See omnystudio.com/listener for privacy information.

Federal Reserve Governor Christopher Waller said the surge in long-term US Treasury yields is helping to curb demand in interest-rate-sensitive sectors such as housing and automobiles, doing some of the work of tighter monetary policy. In a conversation with Bloomberg's Saleha Mohsin at the Bloomberg's New Economic Forum, Waller said higher yields are "doing a little bit of the work" of tighter monetary policy, although that isn't the Fed's intention. See omnystudio.com/listener for privacy information.

Blackstone President Jonathan Gray told Bloomberg's Yvonne Man that India's prospects for investors remain strong despite near-term headwinds. He highlighted 7%-plus economic growth, favorable demographics, and a pro-growth government as enduring drivers that keep the country's long-term outlook exceptionally bright. See omnystudio.com/listener for privacy information.

Lockheed Martin Corp. unveiled a new missile interceptor designed to outperform its most capable Patriot variant, as the US Army seeks to expand its air defense capabilities against increasingly sophisticated threats like hypersonic missiles. The Army has selected Lockheed Martin to advance to the next stage of the missile’s development, with testing expected to begin in 2027 and potential deployment in 2031/ Tim Cahill, Lockheed Martin’s president of Missiles and Fire Control speaks with Bloomberg's Carol Massar and Tim Stenovec. See omnystudio.com/listener for privacy information.

Cisco President Jeetu Patel joins Ed Ludlow to discuss Cisco's partnership with Nvidia on next generation pluggable optics. He says its like having the exact same highway but many more cars can go through. He adds that they will provide a lot more bandwidth and efficiency See omnystudio.com/listener for privacy information.

CFRA Director of Equity Research Ken Leon previews this week's big bank earnings with Bloomberg's Tom Keene and Michael Ball. See omnystudio.com/listener for privacy information.

Stellantis CEO Antonio Filosa, speaking with Bloomberg’s Caroline Connan on the sidelines of the Paris Motor Show, ruled out a company split and the sale of the Maserati plant. He called for regulation to ensure a level playing field as EU moved to limit imports of hybrid cars from China. Carmakers are gathering at a pivotal moment for one of Europe’s key industries. After decades of dominance by the likes of VW, Mercedes-Benz and Renault, upstart Chinese rivals are eating into their share of the global market. See omnystudio.com/listener for privacy information.

Renault Chief Executive Officer Francois Provost discusses Nissan's overhaul plan, which he says is "good," but adds that the automaker will have to "boost up" a bit its transformation to get on top of the industry's challenges. Provost speaks with Bloomberg’s Caroline Connan at the Paris Motor Show. See omnystudio.com/listener for privacy information.

iHeartRadio Host Charlamagne Tha God sat with Bloomberg's Romaine Bostick on The Close to discuss the surge in podcasts, his connection to listeners, and more. See omnystudio.com/listener for privacy information.

Lazard Chairman and CEO Peter Orszag speaks on the use of AI technology in banking, M&A, and more. He speaks with Bloomberg's Tom Keene and Scarlet Fu. See omnystudio.com/listener for privacy information.

Bull markets typically start with broader stock-market participation in the first few years as the Federal Reserve cuts interest cuts rates to support the economy, said Jurrien Timmer, director of global macro at Fidelity Investments. He speaks with Bloomberg's Tom Keene and Alexis Christophorous. See omnystudio.com/listener for privacy information.

Patrick McHenry, Former House Financial Services Chair, says Republicans are playing defense in the 2026 midterms as campaign money moves toward races the party considers more urgent to protect. McHenry says Republicans should address the debt ceiling while they control Congress and the White House, warning Democrats could use it as leverage next year and that another standoff could cause greater Treasury-market turmoil than the 2023 fight. He speaks with Bloomberg's Tom Keene and Alexis Christophorous. See omnystudio.com/listener for privacy information.

Mobile payments firm Airtel Money starts trading on the London Stock Exchange on Friday, a listing that may mark the largest initial public offering for the bourse in five years. How the company trades will be the next test in London’s efforts to revitalize its capital markets. “Last night I had nightmares. You just don’t want to see that thing go red,” CEO Ian Ferrao told Bloomberg Radio. He joined Caroline Heper and Charles Capel ahead of the market open. See omnystudio.com/listener for privacy information.

NYSE Group President Lynn Martin talks about the newly formed Skydance Corp. making its trading debut on the exchange. She also talks about attracting new companies, the IPO market and competing for listings in Texas. She spoke to Bloomberg's Dani Burger. See omnystudio.com/listener for privacy information.

Cam Dawson, CIO at NewEdge Wealth, talks credit and cyclicals equity, as well as industrials and financials breaking down. She spoke to Bloomberg's Tom Keene and Alexis Christoforous. See omnystudio.com/listener for privacy information.

Edward Yardeni, president at Yardeni Research, discusses the factors pushing bond yields higher globally as he sees a “spectrum” of yield scenarios for the market. Yardeni finds US fiscal policy, not bond vigilantes, responsible for the rise in bond yields. He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Federal Reserve Bank of St. Louis President Alberto Musalem signals interest rates should increase over the next six-to-nine months to help inflation return to the central bank’s 2% target. He speaks during an interview with Bloomberg's Michael McKee at the Future of Fixed Income conference in New York. See omnystudio.com/listener for privacy information.

US Senator Thom Tillis, a North Carolina Republican, discusses the outlook for the Republican Party in the 2026 midterm elections. Senator Tillis says Republican candidates shouldn't be afraid to separate from President Donald Trump on certain issues and admits he regrets his support for Defense Secretary Pete Hegseth. Tillis spoke with Bloomberg's Joe Mathieu and Kailey Leinz. See omnystudio.com/listener for privacy information.

Israel Ambassador to the United Nations Danny Danon says he worries about a "trend worldwide of politicians attacking Israel to score points," speaking to Bloomberg News' Joe Mathieu and Kailey Leinz on Balance of Power Wednesday afternoon - the third year anniversary since the October 7th attacks. Danon was also asked during the interview about reports of warnings of an attack to Israel's leaders ahead of the 2023 attack. See omnystudio.com/listener for privacy information.

Dazzle is betting the next generation of personal AI should know more about you before you even ask a question. The startup uses photos and screenshots in a user’s camera roll to understand their interests, relationships, travel and belongings — then helps take actions, from finding a product and arranging a repair to planning activities or adding an event to a calendar. Dazzle CEO Marissa Mayer joins Ed Ludlow for more on "Bloomberg Tech." See omnystudio.com/listener for privacy information.

Wall Street is racking up a potential record $90 billion in profits, supercharging New York’s tax revenues—but is this AI-fueled boom built to last? New York State Comptroller Thomas DiNapoli joins Bloomberg's Dani Burger to break down jobs, bonuses, rebates, and the risks of an AI-driven bubble. See omnystudio.com/listener for privacy information.

JPMorgan Chase Chairman and CEO Jamie Dimon discusses the issues behind financing the AI boom, the global bond selloff and the state of UK banks. He speaks with Tom Mackenzie at JPMorgan's Tech Stars Conference in London. See omnystudio.com/listener for privacy information.

Brian Belski, CEO at Humilis Investment Strategies, discuss the AI trade's evolving market impact with Bloomberg's Tom Keene. See omnystudio.com/listener for privacy information.

Former Boston Fed President Eric Rosengren discusses inflation, the labor market, and his outlook on the US economy as the Fed prepares for another interest rate meeting later this month. See omnystudio.com/listener for privacy information.

Actress and global creative director of Astrea London Sarah Jessica Parker said that she was drawn to the lab grown jewelry company because of the combination of creativity and technology involved in the brand and that she found it exciting to try to 'be worthy' of carving out a new form of luxury in the lab grown diamond business. Parker, who was joined by Astrea London founder Nathalie Morrison, also discussed the future of the industry, which Morrison called 'a different era in luxury' focused on sustainability, craftsmanship, beauty and design. See omnystudio.com/listener for privacy information.

German robotics startup RobCo has surpassed a $1 billion valuation as investors rally behind physical AI companies. CEO and co-founder Roman Hölzl joins Bloomberg's Tom Mackenzie, Anna Edwards, and Guy Johnson. See omnystudio.com/listener for privacy information.

US Attorney General Todd Blanche tells Bloomberg's Myles Miller that the Justice Department is expanding investigations into alleged election crimes ahead of the midterms, including noncitizen voting, and plans to deploy monitors to polling locations across the country. Blanche also discusses the department’s misconduct complaint against Minnesota federal judges, its review of the Federal Reserve headquarters renovation and the administration’s defense of its tariff authority. See omnystudio.com/listener for privacy information.

Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, talks what happens when we have too much of a good thing. Too much growth, too much AI capex crowding out demand for Treasuries and too much stimulus in hindsight. She spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Claudia Sahm, Chief Economist at New Century Advisors talks renewed optimism about the labor market, unemployment insurance and hiring starting to pick up. She spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

National Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government’s debt-interest burden unacceptably high but says the administration is serious about deficit reduction. His comments come after the September jobs report showed payrolls rose just 29,000, unemployment edged up to 4.2%, and July and August payrolls were revised down by a combined 60,000. See omnystudio.com/listener for privacy information.

Casey Bloys, HBO & HBO Max Content Chairman & CEO, talks streaming platforms, its evolution from cable, competition and Hollywood mergers. He spoke to Bloomberg's Lucas Shaw at Bloomberg Screentime in Los Angeles. See omnystudio.com/listener for privacy information.

Dana Walden, Walt Disney Co.’s president and its first chief creative officer, says the company is not firing people every six months. She does say there is a constant need to look at how an organization is structured and that layoffs are "extremely painful." She speaks to Lucas Shaw at Bloomberg Screentime in Los Angeles. See omnystudio.com/listener for privacy information.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks PCE benign relative to expectations, ripple effects of spike in diesel prices still to come and signs that Great Moderation Era is in rearview mirror. She Spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

US Trade Representative Jamieson Greer says Europe should be releasing some of their diesel fuel reserves to help bring down prices. He also says gaps remain with Canada when it comes to trying to reach a trade deal. He speaks on "Bloomberg Surveillance" from Milwaukee where G20 talks are being held. He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Minneapolis President Neel Kashkari says that the central bank “will do what we need to do to get inflation back down to our target.” He also addresses the strength of the US economy, lessons learned on supply shocks, and a potential signal from US two-year Treasury yields. He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern and Mike McKee. See omnystudio.com/listener for privacy information.

Robinhood Markets Chairman and CEO Vlad Tenev discusses the firm’s new AI-driven agent apps unveiled during a Houston summit. Speaking on "Bloomberg The Close," Tenev outlines a vision of giving individual traders hedge fund-like tools, including 24/7 trading across asset classes, autonomous “agent loops” that can operate while users sleep, and access to specialized data sources such as satellite imagery and blockchain analytics. See omnystudio.com/listener for privacy information.

Hewlett Packard Enterprise Co. boosted its networking revenue forecast and announced a $1.2 billion order from cloud company Vultr, giving fresh signals that it’s benefiting from the AI build-out. The company, which expanded its networking business by acquiring Juniper Networks last year, now expects that segment to range from the high teens to the low 20s in percentage sales growth during fiscal 2027. The company also gave a longer-range sales outlook in the high teens, with an operating margin target of as much as the high 20s. For more, Bloomberg Businessweek Daily spoke with Marie Myers, Chief Financial Officer at HPE. See omnystudio.com/listener for privacy information.

Pershing Square founder and CEO Bill Ackman discusses his plans for Howard Hughes, the state of the IPO market and his views on AI and Anthropic. Speaking with Dani Burger on "Bloomberg Deals," Ackman also comments on his daughter's illness, which inspired him to invest in a new medical institute. See omnystudio.com/listener for privacy information.

Citadel CEO Ken Griffin is giving Carnegie Mellon University $3 billion, the largest single gift committed to a US university. $2 billion will be used to build a new campus in Miami, $1 billion will go to the main campus in Pittsburgh. Griffin and Carnegie Mellon President Farnam Jahanian speak to Bloomberg's Lisa Abramowicz in Pittsburgh. See omnystudio.com/listener for privacy information.

Paul Sankey, Lead Analyst at Sankey Research, joins Bloomberg Surveillance to talk about the outlook for gas, diesel, and if the Iran war is actually cooling. See omnystudio.com/listener for privacy information.

OpenAI CEO Sam Altman joins Bloomberg's Ed Ludlow in San Francisco live from OpenAI DevDay. He says over time they will make a mass market version of their new DOTS agent and that OpenAI is having a very steep growth period. He adds that OpenAI investors are patient with IPO planning and that they want to get their feet under them on important decisions before having the pressure of being a newly public company. See omnystudio.com/listener for privacy information.

Andrew Cuomo, former Governor of New York and co-chair of the ICE-OKX joint venture, joins Scarlet Fu, Tim Stenovec and Joe Mathieu. They discuss the recently failed procedural Senate vote on the Clarity Act. Plus, they talk about the recent crypto hacks, regulation, and the upcoming US midterms. See omnystudio.com/listener for privacy information.

JPMorganChase CEO Jamie Dimon, Ford CEO Jim Farley and Michigan Governor Gretchen Whitmer sit down exclusively with Bloomberg’s David Westin in Detroit for the launch of Michigan LIFT, a new initiative aimed at strengthening the state’s manufacturing base and supply chains. Westin speaks with the three leaders about the initiative, investment and the outlook for manufacturing in Michigan. Dimon says JPMorgan may exceed their $1.5T goal for the initiative. See omnystudio.com/listener for privacy information.

The former head of the US Securities and Exchange Commission warned about looming hurdles for artificial intelligence companies, citing competition with Chinese models and the potential for guardrails. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

AMD CEO Lisa Su and World Labs co-founder and CEO Fei-Fei Li announced that the chipmaker will acquire World Labs for $8.2 billion. Speaking with Bloomberg’s Ed Ludlow in San Francisco on Monday, Su said, “The more you understand end to end, the better system you are going to build.” The all-stock transaction is expected to close by the end of the year, subject to regulatory approvals, the companies said Monday. See omnystudio.com/listener for privacy information.

Former Walt Disney CEO Bob Chapek says the firm needs a 'growth engine' while speaking with BTV's Carol Massar and Tim Stenovec during an interview on Bloomberg News' Businessweek Daily. Chapek also says that Disney employees have been discouraged from keeping in contact with him and that he hasn't heard from CEO Josh D'Amaro since 2022. See omnystudio.com/listener for privacy information.

White House National Economic Director Kevin Hassett suggests that, while the US economy is now on track for strong growth, “outside” factors could get in the way of the administration’s hopes for at least a 3% expansion rate while speaking with BTV's David Westin at the Economic Club of New York luncheon. Asked whether the deficit is on track for 3% by the end of Trump’s term, Hassett says, “it’s going to depend on you know basically whether there’s ‘force majeure’ measures that come in the way of that.” See omnystudio.com/listener for privacy information.