Bloomberg Talks

Jeffrey Hirsch, President and CEO of STARZ Entertainment Corp, shares insights on reshaping the company into a major production powerhouse post-separation from Lionsgate. He highlights STARZ's commitment to inclusive storytelling aimed at women and underrepresented communities. The conversation dives into the strategic content development set for 2026, focusing on the significance of content ownership and enhancing profit margins. Hirsch discusses the delicate balance between streaming and traditional TV, revealing how consumer behaviors are evolving in the subscription landscape.

Shai Weiss, the Chief Executive Officer of Virgin Atlantic, delves into the complexities affecting the airline industry amidst trade and tariff uncertainties. He shares insights on fluctuating fuel prices and evolving travel sentiments. Discussing the promising travel market between India and the UK, Weiss emphasizes the 'momentum' in India, illustrating how strategic investments are navigating the rising costs in aviation. His reflections on adapting supply chains highlight the pivotal dynamics shaping the future of air travel.

Larry Culp, CEO of General Electric Co., shares his insights on navigating the turbulent waters of tariffs affecting the aerospace sector. He discusses the significant $500 million impact of current tariffs and advocates for a return to duty-free trade. The conversation also covers collaborative efforts among stakeholders within the airline industry to combat these economic challenges and the balance of trade policies impacting innovations in jet engine design, particularly in relation to national security and technology transfer to China.

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.