Bloomberg Intelligence

Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, shares her insights on the evolving landscape of commercial real estate amid e-commerce growth and demographic changes. She highlights lucrative investment opportunities in industrial warehouses and senior living spaces while addressing challenges for lower-quality properties. The podcast also delves into Donald Trump’s expanding trade policies and Meta's ambitious plans for humanoid robots, showcasing the intersection of technology and global commerce.

Mark McClain, CEO of SailPoint Technologies, shares insights into the company's impactful IPO, emphasizing its dedication to identity security amid rising cyber threats. He discusses strategic advantages of going public, such as increasing visibility and financial stability. The conversation also touches on challenges in attracting tech talent in a competitive landscape. Additionally, Christopher Ciolino offers perspectives on Deere's earnings, highlighting optimism for the machinery industry driven by rising crop prices.

Enda Curran, Bloomberg Global Economy Reporter, joins to dissect the potential ramifications of Trump's tariffs on U.S. economic growth. He highlights how these trade policies could lead to inflation and alter consumer behavior. The discussion also touches on the impact of tariffs on China and Mexico, and their global trade repercussions. Additionally, Curran and hosts analyze how these economic strategies interplay with corporate diversity, equity, and inclusion efforts, especially as companies face mounting external pressures.

Zach Wasserman, CFO of Huntington National Bank, shares insights on the bank's recent successes and growth strategies. He highlights impressive loan growth and initiatives to enhance consumer and small business engagement. The discussion delves into managing commercial real estate exposure cautiously. Other topics explored include the mixed job market dynamics, the implications of rising inflation expectations, and how AI can reshape workforce productivity and engagement for the future.

Joanne Hsu, Director of University of Michigan Surveys of Consumers, unveils alarming trends in consumer sentiment, highlighting inflation's role in eroding confidence. Lindsey Piegza, Chief Economist at Stifel, dissects the latest jobs report, revealing its mixed implications for the economy. Zach Wasserman, CFO of Huntington National Bank, shares insights from their investor day, focusing on strategic growth and challenges facing regional banks. Together, they navigate the evolving labor market, AI's potential, and the necessity for upskilling in today’s workforce.

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on the current market outlook and investment strategies. She discusses Roblox's disappointing earnings and the effects on its stock. The conversation delves into the complexities of gaming and AI investments, emphasizing accurate user metrics and technological advancements. Tengler also highlights the role of hedge funds in today's volatile market, framing their strategies as essential risk managers amidst economic uncertainties.

Geetha Ranganathan, a senior analyst focused on U.S. media, shares insights on Disney's strong financial performance despite market challenges. Henrietta Treyz, an expert in economic policy, discusses the nuanced impacts of tariffs under the Trump administration and the political landscape's complexities. Lisa Knee, a real estate specialist, analyzes the commercial sector's response to fluctuating interest rates, highlighting trends in office space and retail real estate, particularly in Manhattan's evolving market.

RJ Gallo, a Senior Portfolio Manager at Federated Hermes, and Ernie Miller, CEO of Verde Clean Fuels, dive into the implications of China's strategic response to U.S. tariffs. They explore the balance between retaliation and diplomacy, examining effects on international trade. Gallo discusses rising yields and investment opportunities in bonds, while Miller highlights challenges in natural gas production and the shift to greener energy. Their insights reveal how political actions ripple through the markets and reshape energy policies.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, dives into the recent delay of U.S. tariffs on Mexico. He explains how these tariffs have become a political bargaining chip. The conversation touches on Trump's trade strategies and the potential repercussions on North American trade relations. Investment strategies in light of tariff delays and market volatility are also discussed, highlighting a cautious approach amid economic uncertainties. Dean outlines how credit risks are evolving in this dynamic landscape.

Steve Mann, a Bloomberg Intelligence Global Autos and Industrials Research Analyst, delves into the current trajectory of General Motors amidst changes in the auto sector. Nora Wittstruck, Chief Municipal Analytical Officer at S&P Global Ratings, shares insights on the booming municipal bond market and the fiscal challenges posed by natural disasters. They also discuss T-Mobile's innovative customer engagement strategies and the tech sector's response to the AI advancements from Deep Seek, shaping market dynamics.