Bloomberg Talks

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...

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 Hyde See 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 Sweeney See 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 Sweeney See 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 f...

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/...

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 i...