Jennifer Welch

Angela Stent, a Russia expert from the Brookings Institution, discusses the latest U.S.-Ukraine summit and its potential to reshape diplomatic relations. Andy Marsh, CEO of Plug Power, shares insights on the growth of hydrogen technology and its role in energy innovation. Jennifer Welch highlights the global economic implications of the Ukraine conflict, while Andrew Krei offers analysis on key macro trends. They delve into the delicate balance of diplomacy and business innovation amid geopolitical tensions, emphasizing the importance of strategic collaborations.

Jennifer Welch, Chief Geoeconomics Analyst at Bloomberg Economics, and Gerard DiPippo, Senior Geoeconomics Analyst, dive into the potential fallout of a Chinese invasion of Taiwan. They estimate a staggering economic impact of $10 trillion, far surpassing previous crises like the COVID pandemic. The discussion covers Taiwan's pivotal role in the semiconductor industry and various military strategies China might employ. They explore the intertwined nature of military actions and global economics, assessing how the world could be shaped by these geopolitical tensions.

In this insightful discussion, Antoine Vagneur-Jones, the head of trade and supply chains at BloombergNEF, and Jennifer Welch, chief analyst of Bloomberg's geoeconomics team, tackle the dramatic shifts caused by 'Liberation Day' tariffs. They dissect how these tariffs are reshaping global supply chains and impacting renewable energy industries. The conversation highlights the challenges of navigating new trade agreements and the strategic moves countries are making to adapt to evolving geopolitical landscapes.

Angela Stent, a Senior Fellow at the Brookings Institution, sheds light on Ukraine's unexpected drone strike deep within Russian territory, causing alarm in Moscow. Joining her, Jennifer Welch discusses the implications for global economics amidst U.S.-China trade tensions. Jeffrey Hirsch provides insights into Starz's current earnings and its strategic shift post-separation from Lionsgate. The conversation weaves through military strategies, economic impacts, and the evolving landscape of streaming, making for a compelling exploration of today's geopolitical dynamics.

Jennifer Welch, Chief geo-economics editor at Bloomberg Economics, shares her expertise on the intricate US-China trade dynamics surrounding rare earths. Alex Grassino, Global chief economist at Manulife, discusses the uncertain economic landscape and investment strategies amid fluctuating tariffs. Julia Coronado, founder of MacroPolicy Perspectives, analyzes inflation and its impact on Federal Reserve policy while Brad Stone provides insights into the shifting political climate in California, highlighting the tension between national narratives and state realities.