Wayne Sanders

Bloomberg Intelligence senior defense analyst who discusses missile defense capabilities, system interoperability, and realistic timelines for large defense programs in the episode.

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Dec 13, 2025 • 36min

Stocks Tumble as Year’s Winning AI Bets Take a Hit

Poonam Goyal, senior analyst at Bloomberg Intelligence, shares insights on the leadership shakeup at Lululemon and the need for innovative product strategies to revitalize the brand. Wayne Sanders discusses the complexities of missile defense systems and the pressing need for improved interoperability. Stephanie Guild, Chief Investment Officer at Robinhood, explores shifting investor behaviors, highlighting trends in AI trades and macroeconomic factors impacting consumer sentiment. Together, they dissect the challenges and opportunities in today's market landscape.

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