Laura Davison

Joshua Green, a national correspondent for Bloomberg Businessweek and author of the bestseller Devil's Bargain, teams up with Laura Davison, Bloomberg's White House editor focused on tax policy. They discuss the looming threat of a government shutdown and how Elon Musk's controversial influence complicates Republican negotiations. The conversation dives into financial transparency concerns linked to federal contracts and the intriguing intersection of Musk's initiatives with fiscal policy. Tensions rise as Musk pushes for updates from federal workers, adding to the political drama.

Laura Davison, Deputy Washington Bureau Chief at Bloomberg, shares insights on the political fallout from a potential government shutdown. Retired General Wesley Clark discusses U.S. military strategies concerning Venezuela, highlighting the complexities of military presence and objectives. Republican strategist Rick Davis analyzes implications for upcoming gubernatorial races amid shutdown tensions. Meanwhile, national security reporter Tony Capaccio questions military readiness and regulatory issues, even touching on the Pentagon's controversial assessments of missile defense.

Woo Jin Ho, a Senior Technology Analyst, discusses the shocking resignation of Super Micro's auditor and its impact on the AI market. Alison Williams analyzes UBS's strong performance compared to European banks, showcasing its robust equities business. Sam Fazeli dissects Eli Lilly's disappointing earnings and the challenges they face with obesity drug demand. Mandeep Singh highlights Google's impressive performance in a competitive cloud market. Laura Davison shares insights on Puerto Rico's increasing political significance in U.S. elections, including recent controversies and voter integrity issues.

In this engaging discussion, Ira Jersey, Chief US Interest Rate Strategist, analyzes recent PCE data suggesting a possible rate cut by the Federal Reserve. Laura Davison, Politics Editor, sheds light on a Bloomberg poll revealing voter concerns around the economy. Nadia Lovell, Senior Equity Strategist at UBS, shares her market outlook amid shifting economic trends. Mandeep Singh, Tech Analyst, discusses Intel's challenges and the competitive landscape with Nvidia and AMD. The conversation weaves through critical economic indicators and their political significance.

Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on market rebounds and investor sentiment. Laura Davison, Bloomberg Politics Editor, explores Vice President Kamala Harris's strategic choice of Minnesota Governor Tim Walz as a running mate. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, discusses her market outlook amid economic uncertainties. Mandeep Singh, Senior Tech Industry Analyst, analyzes Uber's earnings and the competitive landscape of the ride-sharing industry, highlighting investment strategies in a volatile tech sector.