Bloomberg Talks

Reza Pahlavi, son of the last Shah of Iran, discusses the ongoing Israel-Iran war and his vision for regime change in Iran. He outlines the challenges of mobilizing support for a democratic movement and highlights the importance of establishing a secular democracy that reflects the people's will. Pahlavi emphasizes the significant role of Iranian youth, particularly Gen Z, in pushing for change and nurturing national pride. He calls for international collaboration to aid in the liberation process while navigating the complexities of Iran's political landscape.

Virginia Governor Glenn Youngkin discusses the critical dynamics of free trade and its impact on the aerospace industry. He emphasizes the importance of fair trade practices while balancing domestic manufacturing needs. The conversation delves into Boeing's strategic decision on headquarters location and its proximity to the Pentagon, highlighting the challenges of a skilled workforce. Youngkin also touches on defense procurement strategies between the U.S. and Europe, showcasing Virginia's role in addressing trade imbalances and future growth prospects.

Navid Mahmoodzadegan, the incoming CEO of Moelis & Company, has been with the firm for 30 years. He discusses the ongoing health of mergers and acquisitions despite geopolitical tensions and tariffs. Mahmoodzadegan emphasizes the importance of core values in leadership transitions. He also highlights Moelis's strategic expansion into private equity and sports investments. Additionally, he shares insights on the transformative role of AI in modern investment banking, aiming to enhance client services and operational efficiency.

Whitney Tilson, an NYC mayoral candidate and former hedge fund manager, dives into the complexities of New York City's upcoming election. He discusses how ranked choice voting impacts voter dynamics and highlights the rise of independent candidates. Delving into critical issues, Tilson addresses crime, housing challenges, and the need for private sector solutions. He also reflects on the implications of sanctuary city status and emphasizes the importance of education reform to tackle urban challenges, all while advocating for a moderate, optimistic approach to city governance.

Guillaume Faury shares insights on how geopolitical tensions are reshaping the aviation industry. He discusses supply chain disruptions and their impact on air travel demand amid increasing tariffs. The conversation shifts to Europe’s drive for enhanced defense spending and the need for self-sufficiency in aerospace. Faury emphasizes the challenges posed by trade conflicts and the ongoing engine crisis, highlighting the industry's need for resilience and political backing to stay competitive.

UK Prime Minister Keir Starmer, also the Leader of the Labour Party and former Director of Public Prosecutions, delves into pressing international issues. He expresses grave concerns over Iran's nuclear program and supports Israel's right to self-defense amid rising tensions. Starmer emphasizes the need for de-escalation to prevent wider conflict in the Middle East. He also touches on the UK's diplomatic strategies in light of the Israeli-Palestinian conflict and stresses the importance of addressing economic challenges while fostering international investment.

The CEO of Hertz dives into the thrilling world of motorsports and its impact on brand loyalty. He discusses the evolution of travel demand and the expanding electric vehicle fleet. Insights on the challenges of car pricing and the competitive rental landscape reveal strategic shifts for profitability. Lastly, West shares investors' confidence in Hertz's transformation, including plans for autonomous vehicles, showcasing the intersection of innovation and adventure.

Danny Danon, Israel's Ambassador to the United Nations, discusses Israel's unwavering stance against Iran's nuclear ambitions. He emphasizes the urgency to dismantle Iran's nuclear capabilities and missile production. Danon shares alarming insights about Iran's preparations to attack Israel, making it clear that military action will persist. He also touches on Israel's military readiness amid escalating tensions and highlights the diplomatic challenges they face, expressing frustration over international responses to Iran's threats.

Jim Farley, CEO of Ford Motor Company, shares insights on the challenges of securing rare earth magnet supplies, critical for electric vehicle production. He discusses the implications of China's new export approval process on Ford's operations. Farley also examines the impact of fluctuating oil prices on vehicle demand, particularly for trucks and SUVs. Additionally, he highlights how Ford's racing efforts contribute to both branding and technological advancements, optimizing their approach in the evolving electric vehicle market.

Richard Clarida, global economic advisor at PIMCO and former vice chairman of the Fed, shares his expertise on the shifting dynamics of the economy. He discusses the U.S. dollar's status as a global reserve, despite recent weaknesses, and highlights central banks' growing interest in gold. Clarida delves into the widening economic gap in the U.S. and its implications for the Federal Reserve's monetary policy. He also addresses the complexities of Fed leadership and the significance of dissent in shaping effective economic strategies.