Bloomberg Intelligence Black Friday Special
10 snips
Nov 28, 2025 
In a special discussion, Jeff Chang, President of Vest Financial, highlights AI as a structural shift in the market, predicting its significant impact on future earnings. Julie Bornstein, CEO of Daydream, introduces her AI fashion stylist, emphasizing how retailers are adapting to new shopping tools. Andrea Varnado, retail expert, shares insights on consumer behavior and targeted promotions, while Ryan Peterson, CEO of Flexport, outlines the challenges in global shipping and tariffs and their effects on margins. Together, they explore the future of retail and AI's role in it.
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AI As Structural Market Force
- AI will be the biggest growth driver but also the largest source of market volatility going into 2026.
- Jeff Chang says AI is a structural, generational shift akin to the fiber-optic buildout that enabled later massive earnings.
Seek AI Opportunities In Private Markets
- To access the next wave of AI returns, look to private markets and early-stage startups.
- Jeff Chang advises investors to seek venture and middle-stage companies building specific AI applications rather than only buying big public hyperscalers.
Prompt Clearly And Use Images For Fashion AI
- Use AI shopping agents to describe context, upload images, and get personalized fashion results.
- Julie Bornstein recommends long, descriptive prompts and image uploads to improve match quality.
