Anurag Rana, a senior tech analyst, and Ed Ludlow, a host at Bloomberg Technology, dive into the recent pullback of major tech stocks like Apple and Amazon post-AI advancements. Claudia Sahm, Chief Economist, and Neil Dutta, US Economic Research head, react to the latest US Jobs Report, highlighting rising unemployment and labor market pressures. Meanwhile, Ann Miletti discusses investment strategies considering current economic fluctuations. The conversation wraps up with insights on the Fed's approach to inflation and interest rate challenges.

Aoifinn Devitt, Chief Global Strategist at Moneta, shares insights on the market effects of the 2024 presidential race and ASML's chip warning. Ann Miletti, Head of Equity at Allspring Global Investments, discusses the upcoming earnings season's impact on U.S. equities. Lakshman Achuthan, Founder of ECRI, analyzes the current economic cycle and inflation trends. Kailey Leinz, host of Bloomberg's "Balance of Power," reflects on political uncertainties surrounding the presidential race and highlights key moments from John Micklethwait's interview with Donald Trump.

Discussions on Berkshire Hathaway's diverse units supporting earnings, Musk's tunnel project safety violations, IBM's cybersecurity report, and market insights from Allspring Global Investments in a lively Businessweek episode.