Alexandra Levine

Lauren Hochfelder, Morgan Stanley real assets lead, discusses long-term real estate themes and sector opportunities. Alexandra Levine, Bloomberg tech reporter, explains the Oracle-led TikTok US transaction and lingering security questions. Andrew Krei, Crescent Grove CIO, weighs market, yield and geopolitical risks. They cover the storm’s market impacts, TikTok’s structure, and where to find resilient real assets.

Alexandra Levine, a Bloomberg technology reporter, dives into the complexities of the proposed TikTok deal and the national security concerns surrounding its algorithm. Barbara Humpton, CEO of Siemens USA, shares insights on how AI is transforming manufacturing and energy sectors, emphasizing its role in upskilling workers and navigating H-1B staffing changes. They also discuss Disney's decision to reinstate Jimmy Kimmel Live! amid controversy, highlighting the pressures from Hollywood and regulators.

Conor Sen, a Bloomberg Opinion columnist and founder of Peachtree Creek Investments, discusses President Trump's recent push to buy $200 billion in mortgage bonds to lower housing costs. Ali McCartney, a wealth management director, emphasizes the importance of focusing on fundamentals rather than political chatter for investment strategies. David Woo shares insights on how U.S. actions aim to impact oil prices and affordability ahead of midterms. Tech reporter Alexandra Levine updates on TikTok's ongoing negotiations and the implications for U.S. national security.

Alexandra Levine, a Bloomberg reporter specializing in social media and TikTok, shares insights on the recent appeals court ruling that could lead to a U.S. TikTok ban. She discusses the broader implications for tech regulation and national security. The conversation also highlights the accelerating impact of AI on the labor market and the necessary shift toward employee training and AI literacy. Additionally, the podcast touches on the robust performance of AI server technologies and how economic trends are shaping the future of venture capital.

Kayleigh Lyons discusses insights on the upcoming US election, while Jamie Tarabay raises concerns about cybersecurity threats impacting voter confidence. Alexandra Levine delves into the shifting dynamics of political discourse on social media platforms. Nancy Tengler offers market perspectives on Tesla's potential amidst election uncertainty, and Shannon Nash talks about Vice President Kamala Harris's tech policy. Crystal McKellar emphasizes deregulation for the Republican ticket, and Tony Aarons updates on legal challenges surrounding Elon Musk's initiatives.