Big Take

Crypto enthusiasm surged after a political victory, but it's been a wild ride since. At a recent finance conference in Florida, traditional investors are rethinking their strategies and eyeing digital assets. Discussions include the aftermath of a major exchange's bankruptcy and new regulatory challenges. The evolving relationship between established finance and the crypto world shows promise, as regulations may pave the way for innovative collaborations in the industry.

Joshua Brustein, the technology editor at Bloomberg Businessweek, shares insights on NVIDIA's journey from gaming chip maker to AI powerhouse. He highlights CEO Jensen Huang's strategy of continuously innovating to sustain growth amid fierce competition. The discussion covers NVIDIA's expansion beyond hardware into markets like robotics and healthcare. Brustein also addresses the company's efforts in developing software solutions and investing in AI startups, revealing how these moves could shape investor sentiment and the future of technology.

After weeks of uncertainty that ricocheted through markets, President Trump’s 25% tariffs on steel and aluminum imports from every country in the world went into effect on Wednesday morning.  Immediately after, Canada and the EU retaliated. Now, investors, automakers and American consumers are wondering how it will hit the economy. On today’s Big Take DC podcast, host Saleha Mohsin is joined by Bloomberg’s Josh Wingrove to explore what Trump’s metals tariffs could mean for domestic manufacturing and for America’s relationships with some of its closest allies.See omnystudio.com/listener for privacy information.

As Trump signals a warmer relationship with Putin and a peace deal between Russia and Ukraine comes into focus, optimistic investors and businesses are eyeing potential opportunities in a re-opened Russian economy. But investing in Russia is still a risky bet. On today’s episode of the Big Take, host Sarah Holder talks to Bloomberg’s Anthony Halpin about why some investors are enthusiastic about Russia’s possible return to global financial markets.See omnystudio.com/listener for privacy information.

Mauritius and neighboring islands in the Indian Ocean are at the center of a great-power chess match involving the US, China and India. All want to use them as bases to protect shipping lanes and project military might in the region. On today’s Big Take Asia Podcast, host K. Oanh Ha is joined by Bloomberg correspondent Peter Martin to discuss the power struggle, and the implications of China’s growing clout in the region. Further listening: The Shadowy Fleet of Tankers Moving Iranian Oil to China  Watch, from Originals: China’s Power Play In the Indian OceanSee omnystudio.com/listener for privacy information.

Bloomberg reporter Charlie Wells shares his insights on recent market turbulence related to Trump's policies. He unpacks the dramatic shifts in the S&P 500, analyzing whether the so-called Trump bump has turned into a slump. Wells discusses the impact of economic uncertainty on corporate planning and offers strategies for everyday investors to navigate volatility. He emphasizes the need for financial preparedness amidst market corrections while highlighting opportunities in sectors less affected by tumultuous economic changes.

John Liu, Bloomberg's senior executive editor for Greater China, provides insightful analysis on the pressing challenges facing China today. He discusses the ambitious 5% GDP growth goal amidst a crippling property crisis and weak consumer demand. Liu highlights how Xi Jinping's strategies to boost spending through public initiatives clash with the reality of high youth unemployment and external trade tensions, particularly with Trump's tariffs. Liu's expert perspective offers a deep dive into navigating a complex economic landscape.

Since taking office in January, President Trump has set in motion a series of sweeping rollbacks on US climate policy. This comes at a time when governments around the world have lagged behind their stated environmental goals. On today’s episode of the Big Take, host Sarah Holder is joined by Akshat Rathi, host of the Zero podcast, to talk through the Trump administration’s key climate actions, how they could impact investment in green energy, and what it all means for the global fight to stop the warming of the planet. Read more: Trump's Climate Pullback Endangers Crucial Funds for Poor NationsFurther listening: Global Leaders Wrestle With Costs of Climate Change in the Wake of the US ElectionSee omnystudio.com/listener for privacy information.

In this discussion, Josh Green, a national correspondent for Bloomberg Businessweek, delves into Trump’s recent address to Congress. He highlights Trump's early wins and aggressive stance on trade and the economy. The conversation explores how Trump's communication reflects his vision for America's place in the world. They also unpack the shifting blame for economic concerns between Trump and Biden, shedding light on public perception during tax season and the implications of recent budget cuts. A fascinating look at the intersection of politics and economics!

The data is in: The number of Black first-year students at Harvard Law fell dramatically after the Supreme Court’s decision to ban the consideration of race in admissions. On today’s Big Take podcast, Bloomberg higher education reporter Janet Lorin shares what she’s learned about how Harvard has changed its application process and what the institution has historically meant for generations of Black leaders. Plus, we hear from a Harvard Law student who’s involved in efforts to recruit more Black students. Read more: Harvard Law’s Fast Track to the American Elite Is Losing Black StudentsSee omnystudio.com/listener for privacy information.