Bloomberg Talks
Bloomberg
49 episodes
Grindr CEO George Arison Talks Earnings, 2027 Outlook
6 Nov · 8 min
- Grindr raises guidance and now expects to hit its 2027 targets about 12 months early, with 20% of its float sold short.
- Grindr Edge, its $120-a-month AI tier, drew 400,000 early-access signups in 72 hours with retention well above existing paid tiers.
DraftKings CEO Jason Robins Talks Prediction Markets
6 Nov · 6 min
- DraftKings shares drop 26% after it raises prediction-market spending to $650m-$700m and cuts 2026 outlook.
- Robins says most of the spending is marketing to acquire customers and predicts those customers will generate $350m in gross profit next year.
White House NEC Director Kevin Hassett Talks Inflation, Fed
6 Nov · 9 min
- Hassett calls the job market "hitting on all cylinders" after a 165,000 jobs report, arguing supply-side growth need not be inflationary.
- Hassett concedes inflation frustration is real but says core inflation was near target before the last CPI.
Claudia Sahm Talks Jobs Report
6 Nov · 8 min
- Payrolls have averaged under 70,000 a month this year, down from 100,000 to 200,000.
- Sahm says wages and benefits are not rising in inflation-adjusted terms as health insurance costs climb.
JPMorgan Asset Management's Priya Misra Talks Treasuries, Credit, Stocks
6 Nov · 6 min
- JPMorgan Asset Management's Priya Misra says last week's $70bn AI bond issuance drew 15 basis points of concessions versus a normal three to four.
- Misra sees a haves-versus-have-nots credit market where hyperscalers are fine but new clouds face a closed bond market.
Instant Reaction: US Adds 165,000 Jobs, Topping All Forecasts
6 Nov · 28 min
- US adds 165,000 jobs in October, more than double the 70,000 forecast, with unemployment falling to 4.1%.
- The report shows a 'two Americas' labor market: payrolls boom while underemployment rises to 7.9%, leaving workers with little bargaining power.
Expedia CEO Ariane Gorin Talks Travel Demand and AI
5 Nov · 8 min
- Expedia's strong third quarter and raised outlook still saw shares fall 14% on moderating demand and geopolitical events.
- Expedia's B2B grew 19% with almost 20 straight quarters of double-digit growth, while consumer grew 7%.
Tapestry CEO Joanne Crevoiserat Talks Earnings
5 Nov · 12 min
- Tapestry beats quarterly expectations and raises guidance, sending shares up about 6% on a down day.
- Joanne Crevoiserat says Coach can become a $10bn brand as Tapestry cuts sub-$200 handbags and promotions.
Florida Representative Debbie Wasserman Schultz Talks Legislative Priorities
5 Nov · 6 min
- Debbie Wasserman Schultz calls the midterm result a "cataclysmic response" to Republican MAGA indifference to everyday people.
- She says Democrats will make affordability "issue one, two, and three" with the largest House majority since 1990.
BOE Governor Andrew Bailey Talks Rates, War, Inflation, Markets
5 Nov · 7 min
- Andrew Bailey says a second Bank of England hike is likely if Middle East conflict persists and energy prices stay put.
- Bank of England staff analysis suggests AI accounts for about a fifth of firmer UK activity this year.
Abby Joseph Cohen Talks Eco Outlook Post US Midterms
5 Nov · 7 min
- Abby Joseph Cohen calls the midterms a decisive Democratic win and a repudiation of Republican leadership.
- Cohen says the One Big Beautiful Bill's "ugly parts" are still coming, including health care and SNAP/WIC cuts.
Ralph Schlosstein Talks M&A Outlook After Midterms
4 Nov · 16 min
- Schlosstein says divided government bodes well for markets and the economy, with a more receptive M&A regulatory environment for two years.
- He calls the Democratic left a tiny minority, giving Speaker Hakeem Jeffries room to legislate rather than investigate.
Leslie Vinjamuri Talks Midterms in Relation to Iran
4 Nov · 4 min
- Vinjamuri says the midterms turned on the Iran war's hit to everyday costs, not foreign policy, and corruption mattered.
- She flags signs Trump is stepping back from decisive strikes on Iran, including halting Israel military funding and moving Russia-Ukraine talks to the Middle East.
Rahm Emmanuel Talks Midterm Election Results
4 Nov · 11 min
- Rahm Emanuel calls the midterm results a repudiation of Donald Trump, not a vindication.
- Emanuel says Democrats' 2027 agenda, including ethics reform, minimum wage, tariffs, and healthcare, will decide if they have won.
Pimco's Libby Cantrill Talks Midterm Blue Wave
4 Nov · 7 min
- PIMCO's Libby Cantrill rejects the 2006 comparison, calling the Democratic wave more like 1974, a total referendum on the executive branch.
- Cantrill expects a busy lame duck before December 11, with NDAA and government funding as core work and permitting reform possibly gaining traction.
Instant Reaction: Democrats Sweep to Control of Congress in Rebuke of Trump
4 Nov · 17 min
- Democrats sweep the House and Senate, taking Congress for Trump's final two years and winning deep-red Kansas and South Carolina.
- Democrats win Texas and Georgia governorships after campaigning to rein in data centers, briefly pushing NASDAQ 100 futures down 0.5%.
Fortius CEO Jim Messina Talks Midterm Elections
3 Nov · 9 min
- Both parties now assume Democrats will win the House, with only the majority size in question.
- North Carolina's early vote has Democrats at 38.3%, unaffiliated at 35%, Republicans at 26%, with Republicans underperforming among suburban women.
Meredith Whitney Advisory Group CEO Meredith Whitney Talks Midterm Elections in Virginia
3 Nov · 6 min
- Meredith Whitney says Texas matters most because much of AI depends on who becomes governor.
- Whitney says Republicans are out of touch on affordability, one in four SNAP recipients has lost benefits, and she expects a big upset.
Joe Lavorgna Talks US Economy and Midterm Elections
3 Nov · 9 min
- Joe Lavorgna predicts Democrats will win the House with 235 to 240 seats and pick up at least six Senate seats, arguing betting markets underestimate the breadth of a Democratic victory.
- Lavorgna expects major turnover in the Trump administration after the midterms and warns of bad gridlock, including longer shutdowns and a debt ceiling fight within the next year.
Dan Ives Talks Apple, Palantir, Tech Earnings
3 Nov · 10 min
- Apple generated $28bn free cash flow in 90 days and returned $28bn to shareholders.
- Ives calls Apple's AI strategy genius, predicting 20% of the world will access AI through Apple devices.
PIMCO CEO Manny Roman Talks Markets, AI, Rate Outlook
3 Nov · 14 min
- Manny Roman says $500bn of AI financing is not driving rates, blaming Middle East energy, and expects a quarter-point Fed hike then a stop.
- He warns state-by-state data center rules could dictate how much computing capacity gets built.
Morgan Stanley CEO Ted Pick Talks AI Risks, Appetite for AI Deals
3 Nov · 9 min
- Morgan Stanley and Goldman Sachs are joint and equal leads on Anthropic's IPO, with Morgan Stanley stabilizing the stock.
- Pick pegs AI capex at $10tn to $15tn over the next decade, adding 50 to 70 basis points of global real GDP growth.
Goldman Sachs CEO David Solomon Talks ‘Very Robust’ Demand for AI Deals
3 Nov · 14 min
- Goldman Sachs CEO David Solomon says demand for AI-related financings is very robust, citing SpaceX, Meta, and an upcoming Anthropic IPO.
- Solomon cautions AI infrastructure buildout will have stops and starts, and says compute demand far exceeds supply.
Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates
2 Nov · 20 min
- Apple beat revenue and EPS, but Greater China missed at $17.54B and shares traded flat after hours.
- Anurag Rana says guidance matters most because no new base iPhone shifts December shipments into March and June, while services growth slows to 10%.
Bloomberg's Mark Gurman Talks Apple Earnings
2 Nov · 12 min
- Apple beats with revenue up 12% to $114.5bn and iPhone up 17%, while China misses estimates.
- Gurman expects December guidance to disappoint because it hinges on the iPhone Duo.
Suffolk University's David Paleologos Talks US Midterms
2 Nov · 8 min
- David Paleologos predicts a House of 240-250 seats and a Senate of 53-54.
- Paleologos says the economy is driving swing-state independents away from Republicans, with consumer confidence down from 139 in 2018 to the low 90s.
Ed Yardeni Talks Implications of Blue Wave in US Midterms
2 Nov · 7 min
- Yardeni warns a Democratic sweep would make gridlock a cold shower for markets as partisanship lengthens shutdowns.
- Yardeni calls the market regulating the AI boom healthy, with neoclouds facing costlier credit and bonds beating stocks for AI companies.
Ryanair CEO Michael O'Leary Talks Fuel Prices, Higher Fares
2 Nov · 9 min
- Ryanair posts €2.15bn after-tax profit for the half year, beating estimates, and plans cost cuts to offset a €2bn fuel bill increase.
- O'Leary predicts record European airfare increases from summer 2027 as capacity cuts and airline failures reduce competition.
City of London Chief Talks Board Diversity
2 Nov · 11 min
- Ian Thomas, City of London Corporation chief executive, is named the UK's most influential black person and says representation matters.
- Thomas says City employment is up 25% since the pandemic and is expected to reach 900,000 by 2050.
Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff
30 Oct · 4 min
- Kristine Aquino says the rotation theory of tech to non-tech moves broke down because almost everything sold off, leaving the selloff's cause unexplained.
- Aquino argues there is no single macro catalyst, so markets are becoming more bifurcated and investors are sorting winners from losers.
Roblox CEO David Baszucki Talks Potential Growth With AI Help
30 Oct · 5 min
- Roblox shares fell about 20%, on track for their biggest drop since late July, as daily active users fell 9% and bookings dropped 12% year on year.
- David Baszucki says Roblox's 18-and-up users spend about 50% more per engagement and form a market roughly four times the size of its under-18 market.
Starbucks CEO Brian Niccol Talks Potential For Multi-Brand Model
30 Oct · 9 min
- Starbucks CEO Brian Niccol says the turnaround is complete and the company is now focused on its fiscal 2027 growth plan.
- Niccol says Starbucks is not focused on a multi-brand model right now, though it is one of several possibilities that could leverage the company's scale.
Arora Group Founder Surinder Arora Talks UK's Business Outlook
30 Oct · 9 min
- Surinder Arora, founder of Arora Group, says the UK budget was fairly flat and that the £100 benefit payment to about 20m people, costing around £2bn, is the wrong fix.
- Arora says the UK is driving entrepreneurs out while Italy, Portugal and Dubai welcome them, and that the country is becoming uncompetitive.
Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips
29 Oct · 10 min
- Intel shares fell more than 20% after its fourth-quarter revenue forecast missed estimates, hit by weak PC processor demand and data center supply problems.
- Kunjan Sobhani says Intel's gross margin dropped almost 600 basis points quarter over quarter, as costly new nodes and data center products squeeze profitability while peers beat by billions.
Charles Schwab CEO Rick Wurster Talks Future of AI
29 Oct · 12 min
- Charles Schwab CEO Rick Wurster says AI has been a huge accelerant, helping advisors prepare for client meetings and reach new clients.
- Wurster says Schwab will not let AI agents make portfolio decisions on its platform for now, because the risk is too great for clients and the firm.
NEC Director Kevin Hassett Talks US Economy
29 Oct · 12 min
- Kevin Hassett, director of the National Economic Council, says he will not change his view that recent inflation is a blip, pointing to a Cleveland Fed nowcast showing October tracking the prior three months.
- Hassett argues real consumption has risen by a trillion dollars since Trump took office, about $5,000 per family, while the hosts counter that wages are slowing and trailing inflation.
Cisco Systems President & Chief Product Officer Jeetu Patel Talks AI Industry
29 Oct · 8 min
- Cisco president and chief product officer Jeetu Patel says AI agents, which act autonomously on a person's behalf, pose the central trust and security problem for AI right now.
- Patel says organisations must continuously monitor agents and stop drift from human expectations, since he likens agents to supremely intelligent teenagers with poor judgment.
Jersey Mike's CEO Charlie Morrison Talks 3rd Quarter Earnings Report
28 Oct · 6 min
- Jersey Mike's beat third-quarter expectations on both top and bottom lines, and Charlie Morrison says same-store sales rose about 3%, driven mainly by traffic.
- Morrison says Jersey Mike's has posted positive same-store sales growth for 21 consecutive years, a record no other restaurant brand can match.
CME Group CEO Terry Duffy Talks Perpetual Oil Futures
28 Oct · 6 min
- Terry Duffy, CME Group's chairman and CEO, says Kalshi's perpetual oil futures are swaps, not futures, and that the CFTC approved them in error.
- Duffy says CME is litigating against the CFTC and its chair, and he expects a court to settle the classification question soon.
Energy Secretary Chris Wright Talks Diesel Prices
28 Oct · 12 min
- Energy Secretary Chris Wright says the Energy Dominance Financing Office underwrites low-risk loans, such as the more than $5bn Department of Energy loan to Alliant Energy for Wisconsin and Iowa grid reliability.
- Wright blames Democrats for 17 years of energy subtraction and says high prices reflect a global shortage of refining capacity, while calling the Iran conflict's disruption a short-term interruption.
Baker Hughes CEO Lorenzo Simonelli Talks 3rd Quarter Results
28 Oct · 5 min
- Baker Hughes reported $10.8bn in orders, 35% above analyst expectations, yet its shares were punished despite the strong numbers.
- Lorenzo Simonelli says Baker Hughes raised its Horizon 2 IET orders target to $50bn, a second $5bn increase this year, and expects momentum through 2028.
Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income
28 Oct · 11 min
- Alphabet's third-quarter Google services revenue hit $96.3bn, missing the $98.4bn Street estimate, and shares fell more than 7.5%.
- Ed Ludlow says search grew 12% yet search revenue missed, leaving unclear whether AI is eroding Google Search or strengthening it.
Instant Reaction: Fed Stands Pat, Says More Data Will Help Next Decision
28 Oct · 22 min
- The Fed held its federal funds target at 3.75% to 4% but signaled it will wait for more data before its next move.
- Priya Misra of J.P. Morgan says markets still price in three rate hikes and that the Fed sees its decision as risk management against a spreading supply shock.
Anduril Founder Palmer Luckey Talks Partnership With Qualcomm
28 Oct · 15 min
- Anduril co-founder Palmer Luckey says it is crazy for America to depend on its largest strategic adversary for critical military, hospital and power plant systems.
- Anduril decided to build an American-made laptop itself through Blue Chip with Qualcomm after failing to persuade other companies to do it.
Goldman Sachs Vice Chair Robert Kaplan Talks Fed Meeting
28 Oct · 15 min
- Robert Kaplan, Goldman Sachs Vice Chair and former Dallas Fed head, says the economy is strong in AI and defense but sluggish in housing, autos and low-to-moderate income spending.
- Kaplan says government is historically highly leveraged, a strain already showing up in the Treasury curve, and he calls rising reluctance to hold Treasuries a red warning light.
Former SEC Chair Gary Gensler Talks AI Boom & More
27 Oct · 14 min
- Gary Gensler, former SEC chair, says the AI boom will decelerate and then reverse within 18 to 30 months, with depth depending on who holds the debt.
- Gensler warns AI financing built on off-balance-sheet guarantees feels like the 2008 craze, with Broadcom, Nvidia and AMD writing data center guarantees and AI debt nearing $600bn.
Morgan Stanley CIO Mike Wilson Talks Upcoming Fed Decision, Markets
27 Oct · 8 min
- Morgan Stanley CIO Mike Wilson says the market's correction, which began in June, is 80 to 90 percent done and advises investors to stay with quality leaders.
- Wilson says the S&P 500 valuation multiple has fallen almost 20 percent from a year ago, now trading at 18 to 19 times earnings versus 23 times in October 2025.
UPS CEO Carol Tomé Talks High Fuel Costs & Holiday Season Outlook
27 Oct · 20 min
- UPS CEO Carol Tomé says volume growth with cost per piece rising slower than revenue per piece will expand profit margins in 2027.
- Healthcare revenue, under $6bn when Tomé arrived, is expected to exceed $13bn by the end of 2026.
Bending Spoons CEO Luca Ferrari Talks IPO
1 Jul · 13 min
- Bending Spoons goes public today, with CEO Luca Ferrari saying it has spent thirteen years building a platform of more than fifty proprietary technologies.
- Ferrari says acquisitions are the company's most efficient growth lever, and expects most future growth to come from buying businesses from a listing-document pool of more than a thousand digital businesses in Europe and North America.