Bloomberg Talks

When asked about current US debt levels, Pimco’s Roman repeated something he heard from a private conversation with former Treasury secretary, Janet Yellen: “It’s not a problem until it becomes a problem.” He is joined by Bloomberg's Carol Massar and Romaine Bostick. See omnystudio.com/listener for privacy information.

Franklin Templeton President and CEO Jenny Johnson discussed the “interlocking” issues of tariffs, taxes and deregulation, expecting one interest rate cut this year from the Federal Reserve, the “pretty strong” US economy, and the importance of responsibly adding private assets to the firm’s wealth channel. She is joined by Bloomberg's Sonali Basak and Romaine Bostick...

IBM Chief Executive Arvind Krishna says the tech giant has doubled down on the use of artificial intelligence. He speaks with Bloomberg's Caroline Hyde.  See omnystudio.com/listener for privacy information.

Ares Management CEO and co-founder Michael Arougheti discussed the market impact of trade tariffs, investment in China markets, investors taking shelter in credit markets and where he sees “massive opportunity” for private equity. Arougheti spoke with Sonali Basak on the sidelines of The Milken Institute Global Conference in Beverly Hills, California. See omnystudio.com/listener for pr...

FCC chair Brendan Carr discusses the Trump administrations plans to get more commercial electromagnetic spectrum in the hands of wireless companies. He speaks with Carol Massar and Romaine Bostick from the 28th annual Milken Institute Global Conference. See omnystudio.com/listener for privacy information.

Carlyle Group Co-Chairman David Rubenstein discusses Scott Bessent's comments at Milken, and how the business community is willing to be optimistic about tariffs. He speaks at the Milken Conference with Bloomberg's Romaine Bostick and Carol Massar. See omnystudio.com/listener for privacy information.

Citi CEO Jane Fraser says that consumer spending is holding up, and discusses her favorable view of the Mexican president. She speaks at the Milken Conference with Bloomberg's Sonali Basak. See omnystudio.com/listener for privacy information.

Mark Attanasio, Milwaukee Brewers owner and Crescent Capital Group co-founder, discusses the state of financial markets and his optimism that the PGA Tour and upstart rival LIV Golf will be able to strike a deal on a merger. He speaks with Sonali Basak and Romaine Bostick on the sidelines of The Milken Institute Global Conference in Beverly Hills, California. See omnystudio.com/listener for privac...

Pershing Square Capital Founder & CEO Bill Ackman was named executive chair of the Howard Hughes board. He speaks with Bloomberg's Sonali Basak at the Milken Conference. See omnystudio.com/listener for privacy information.

Apollo Global Management CEO/Co-Founder Marc Rowan says that the Trump Administration is not wrong for enacting tariffs. He speaks at the Milken Conference with Bloomberg's Sonali Basak. See omnystudio.com/listener for privacy information.

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.