Bloomberg Talks

Linda McMahon, the former US Education Secretary during the Trump administration, discusses potential policy shifts for universities like Harvard to have federal funding restored. She addresses the fallout from funding cuts, emphasizing compliance with regulations amid student safety concerns. McMahon also highlights Harvard's financial struggles, the importance of accountability in federal aid, and the need for students to understand their financial responsibilities. The conversation touches on international education policies, stressing the value of cultural exchange and security.

Michael Saylor, Executive Chairman of Strategy and a Bitcoin enthusiast, challenges short-seller Jim Chanos's advice to short his company's stock. He discusses the significant premium his company’s shares command compared to its Bitcoin holdings and emphasizes innovative financial strategies using Bitcoin collateral. Saylor also highlights institutional support for Bitcoin, explores the advantages of preferred stocks over convertible bonds, and considers the impact of AI and quantum computing on Bitcoin's future security.

Mike Wilson, Chief US Equity Strategist at Morgan Stanley, shares his insights on the current market landscape. He emphasizes that unless the US-China trade war escalates, stocks are poised for growth. With a 12-month price target of 6,500 points, he discusses the importance of focusing on data and quality equities amidst market risks. Wilson also tackles how tariff uncertainties impact capital expenditures and explores the delicate balance between inflation and interest rates in shaping investment strategies.

Wendy Barnes, President and CEO of GoodRx, dives into her company’s latest earnings and how White House policies shape their landscape. She discusses the Community Links Program aimed at empowering independent pharmacies and their strategic responses to chain store closures. Wendy highlights the importance of building trust with pharmacies and explains how GoodRx's direct agreements offer better economic outcomes. The conversation also addresses critical healthcare legislation and the challenges of making medications affordable for all Americans.

In this engaging conversation, former New York Governor Andrew Cuomo discusses his bid for the NYC mayoral race. He warns that hefty tax hikes on the wealthy could drive them away to states like Florida and Texas. Cuomo reflects on the impact of COVID-19 on urban policies, tackling issues from public safety to homelessness. He also touches on the Democratic Party's struggle for identity and the need to connect with core voter issues. His insights reveal the intricacies of navigating New York's challenging political landscape.

The US added 139,000 jobs in May, exceeding expectations, as the Labor Secretary highlights the administration's focus on growing the workforce. Discussions revolve around labor force dynamics, with notable growth in construction and healthcare sectors. Wage growth is up nearly 4%, benefiting families while tying into immigration policies. The podcast also delves into government efficiency and the ongoing challenges of managing the labor market amid rising interest rates.

Gary Bettman, the first and longest-serving Commissioner of the NHL, dives into the Stanley Cup Finals, spotlighting the fierce competition between the Edmonton Oilers and Florida Panthers. He discusses the unique factors contributing to Florida's hockey success beyond tax advantages. Bettman also explores potential NHL expansion into cities like Houston and the importance of global competition, highlighting upcoming tournaments and women's hockey development. Lastly, he analyzes a noticeable drop in playoff viewership, reflecting on the changing dynamics of fan engagement.

Former New Hampshire Governor Chris Sununu shares insights into the rivalry between Elon Musk and Donald Trump. He believes Musk's perspective on the 'Big Beautiful Bill' reveals critical economic concerns. Sununu discusses the complex intersection of technology and politics, advocating for urgent government reform and fiscal responsibility. He addresses America’s pressing financial crisis, warning about national debt and the consequences of inaction, urging listeners to consider the risks to programs like Social Security.

Dan Ives, Global Head of Technology at Wedbush Securities, dives into the spicy feud between Elon Musk and Donald Trump. He explains how this rivalry is influencing Tesla's stock and Musk's financial standing. Ives highlights the volatility in Tesla's market, driven by political dynamics and Musk's controversial views. He also discusses the delicate balance of brand perception amidst these tensions and presents an optimistic outlook for Tesla's future, despite the ongoing challenges.

RJ Scaringe, Founder and CEO of Rivian, dives into the electrifying world of EVs as he discusses the company’s growth and future plans. He highlights Rivian's commitment to expanding its EV portfolio with a more affordable model. Scaringe also addresses the complexities around sourcing rare earth metals amid global trade tensions, emphasizing the need for alternative supply chains. Additionally, he shares insight into emerging ventures in micromobility, showcasing Rivian's adaptability in a rapidly evolving market.