Bloomberg Talks

Matt Garman, CEO of Amazon Web Services, shares insights from his first year in the role, emphasizing the pervasive role of AI across Amazon. He highlights the rapid rise of AI services like Amazon Bedrock and Project Rainier's ambitious infrastructure plans. Garman discusses the transformative impact of AI on customer engagement and the introduction of NVIDIA's GB200 to AWS. He also touches on the global expansion of data centers, particularly in Latin America and Europe, addressing critical data sovereignty challenges.

Richard Dickson, the CEO of Gap known for steering major retail strategies, shares insights on the company’s financial landscape. He reveals the potential $300 million tariff impact contributing to stock declines while maintaining a positive outlook for long-term resilience. Dickson discusses the growth of Old Navy, highlighting successful campaigns and plans for revitalizing struggling brands like Athleta and Banana Republic, all while eyeing new leadership to enhance their market presence.

Mike Wilson, Chief U.S. Equity Strategist and CIO at Morgan Stanley, shares his insights on the delicate state of the markets, including the bond market's challenges and CEO signals of potential layoffs. He discusses the evolution of AI from infrastructure to application development, predicting significant productivity boosts by 2026-2027. Additionally, Wilson analyzes the crucial dynamics of the 10-year yield, offering a perspective on global influences and comparing U.S. strategies to Japan's quantitative easing.

Andrew Bailey, Governor of the Bank of England, discusses the importance of forging deeper trade ties with the EU to boost the UK economy post-Brexit. He celebrates a recent agreement with Brussels but emphasizes the need for further enhancements. While acknowledging a potential GDP gain of 0.2% from the deal by 2040, he warns it's minimal compared to the estimated 4% economic downturn due to Brexit. The conversation touches on trade complexities, the importance of productivity, and balancing monetary policies amidst current global economic challenges.

Robert Kaplan, Goldman Sachs Vice Chair, predicts sluggish growth but no recession. He shares insights from the Goldman Sachs Tenth Annual Leveraged Finance and Credit Conference, emphasizing the Federal Reserve's cautious approach to interest rate cuts. The podcast also examines the impact of tariffs on small businesses and broader economic strategies as companies navigate uncertainty. Kaplan discusses inflation risks and labor market challenges, highlighting the Fed's influence on long-term interest rates amidst current economic conditions.

Peter Navarro, a former White House trade advisor known for his influential role in Trump’s administration, dives into crucial economic policies. He discusses the urgent economic challenges facing the U.S., including a recent court ruling on tariffs that the administration plans to challenge. Navarro emphasizes the need to combat fentanyl trafficking from China and reflects on the fight to pass Trump's tax bill. His insights shed light on the complexities of trade strategy and the critical balance needed for economic stability.

Jensen Huang, CEO of NVIDIA, shares insights on the company's recent earnings and his bullish outlook for AI growth. He dives into the intricate dynamics of the AI market in China and discusses how U.S. chip curbs affect both local and foreign tech firms. Huang emphasizes the need for revitalizing the American tech landscape through competitiveness and immigration reform. He also highlights innovative partnerships with companies like Tesla, driving advancements in self-driving tech and humanoid robots, suggesting a future filled with AI-driven possibilities.

Join Jeffrey Katzenberg, co-founder of DreamWorks SKG and a notable figure in entertainment and tech, as he dives into the future of AI video advertising with Yinan Na, CEO of Creatify. They explore how AI is reshaping storytelling in ads while emphasizing the balance between innovation and human touch. Katzenberg highlights the potential of AI in various sectors beyond traditional advertising, stressing the importance of regulations in preserving creativity. Expect insightful discussions on the evolving role of AI in performance marketing and brand management.

Byron Donalds, Republican Congressman from Florida, dives deep into the upcoming 2025 Bitcoin Conference in Las Vegas, discussing its significance for U.S. digital asset regulations. He emphasizes the necessity for bipartisan support in crafting clear legislative frameworks for cryptocurrencies. The conversation also tackles fiscal responsibility, touching on how political actions affect the bond market and overall economic health. Lastly, he advocates for FEMA reforms to improve disaster response in Florida, showcasing the intersection of technology and public policy.

Ilana Weinstein, the CEO and Founder of IDW Group, dives into the intense talent wars faced by hedge funds. She highlights how multi-strategy funds adapt to volatile markets and the importance of creating attractive compensation structures. The conversation also touches on the challenges long-short hedge funds face with their strategies while competing fiercely for top graduates from prestigious universities. Throughout, the focus is on fostering a culture that develops future leaders in a demanding finance landscape.