
Bloomberg Opinion
Get wide-ranging commentary on the latest in business, economics and politics on the Bloomberg Opinion podcast.
Latest episodes

Sep 2, 2022 • 31min
Leaders Come; Leaders Go
Adrian Wooldridge joins to explore what a Liz Truss premiership might mean for markets, as she looks set to take over from Boris Johnson as Tory Party leader and British Prime Minister. Clara Ferreira Marques discusses Mikhail Gorbachev’s complicated legacy with Russia’s Vladimir Putin currently at war. One leader staying put and on message is Fed Chair Jerome Powell. We discuss his 2022 Jackson Hole message to markets with Nir Kaissar. See omnystudio.com/listener for privacy information.

Aug 25, 2022 • 29min
The Fall
It's all about what the fall will bring. For market participants, Jackson Hole might provide a clue - Jonathan Levin joins on the Fed's glide-path. Leonid Bershidsky discusses the evolution of Russia's war in Ukraine and how Russians who have left, or want to leave, should proceed. Andreas Kluth joins from Berlin on Germany's energy conundrum: should the country delay nuclear exit a fourth time? Should it ration usage in a war economy pose?See omnystudio.com/listener for privacy information.

Aug 19, 2022 • 30min
It's Tightening, Jim, But Not As We Know It
Marcus Ashworth on another tool central banks are ramping up. Not the PBOC though, which actively eased this week as 2022 GDP growth looks increasingly precarious. Dan Moss joins us. And Jared Dillian on markets, looking towards Jackson Hole and companies digest a new 1 percent buyback tax in the Inflation Reduction Act.See omnystudio.com/listener for privacy information.

Aug 12, 2022 • 31min
Inflation Reduction
Inflation may have cooled a degree in July, but pressures are still simmering. John Authers and Jonathan Levin weigh expectations and volatility... and the usefulness of models. Jonathan Bernstein looks at the week in politics and primaries. Anjani Trivedi considers data on the popularity of the traditional financial hubs.See omnystudio.com/listener for privacy information.

Aug 5, 2022 • 31min
Dire Straits?
The House Speaker's visit to Taiwan vied with the 'Fed Pivot' in dominating the market narrative this week. John Authers and Tim Culpan assess. We speak with Liam Denning about a green map of America that may surprise. And David Fickling explains why falling grain prices and the reopening of the Port of Odesa provides little comfort for governments trying to feed nearly 800 million hungry citizens.See omnystudio.com/listener for privacy information.

Jul 29, 2022 • 31min
Dollar Strength; Global Pain
This week we examine how dollar strength is intertwined with pain for developing nations. Sri Lanka is serving as a warning to investors with nearly two dozen countries currently staring at default. Europe, too, faces tough choices as Russia closes the energy spigots. We speak with Liam Denning, Ruth Pollard and Stephen Mihm.See omnystudio.com/listener for privacy information.

Jul 22, 2022 • 31min
Decisions, decisions…
Interest rates, political leadership, mortgage payments... It was quite the week for decisions. We speak with John Authers, Shuli Ren and Brooke Sutherland on the difficult choices faced by institutions, companies, and global political leaders this week. Hosted by Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 15, 2022 • 31min
Recession Obsession
Inflation worsened and expectations for a 100-basis point move from the Fed revived debate over whether recession is here, imminent, or to come. We speak with Barry Ritholtz and Nir Kaissar. Jonathan Bernstein analyzes what we learned from the seventh January 6th hearing. Hosted by Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 8, 2022 • 31min
Helen Thompson on the New World Disorder
We bring you an earlier conversation with Helen Thompson, political economist at Cambridge University, and author of 'Disorder: Hard Times in the 21st Century'. She discusses discuss global energy entanglements and the geopolitical consequences of alliances disrupted by energy supply and security. She also talks about the fragilities of democracy, including dwindling 'losers' consent'. Hosted by Vonnie Quinn.See omnystudio.com/listener for privacy information.

Jul 1, 2022 • 31min
The Market Bottom
Jared Dillian discusses investing strategies and when it's the right time to time the market. Jonathan Bernstein examines the latest developments from the House January 6th Committee public hearings; David Fickling has more on the risks of food shortages across the world. Hosted by Vonnie Quinn.See omnystudio.com/listener for privacy information.