Becca Wasser

Nick Wadhams, a Bloomberg national security reporter, and Becca Wasser, defense lead at Bloomberg Economics, dive into the escalating U.S. military actions off Venezuela's coast. They analyze the Trump administration's rationale for targeting narco-traffickers, questioning the legitimacy of these claims. Wadhams discusses the implications for Maduro's regime, while Wasser outlines military options, from covert operations to airpower strikes. Together, they explore how Venezuela's oil wealth complicates U.S. strategy, creating a tense geopolitical scenario.

Becca Wasser, a leader in defense research at Bloomberg Economics, dives into pivotal issues in defense operations and air power. She unpacks recent military headlines, including UAV developments and F-35 production outlook. The conversation evolves to discuss global force posture shifts, the potential budget increase's impact on air capabilities, and strike options against Iran. Wasser also explores the implications of U.S. industrial strategies and the role of state intervention in defense, providing a comprehensive view of current trends.

This discussion features Becca Wasser, a defense expert focused on NATO strategies, who shares insights on potential responses to Russian airspace violations. Cristiano Amon, Qualcomm's CEO, reveals breakthroughs in AI-capable PCs and the company's strategy amidst competition with Apple and Intel. Meanwhile, Rob O'Hare, CFO of Affirm, highlights the robust health of consumer credit, stable delinquencies, and promising growth outlooks for the company. The conversation captures the intersection of defense, technology, and consumer finance in today's market.