Bloomberg Talks

Join Brian Moynihan, the Chairman and CEO of Bank of America, as he delves into the bank's leadership changes, highlighting newly appointed co-presidents. He shares insights on succession planning, strategic priorities including AI and efficiency, and the importance of transparency. Moynihan also discusses the bank’s $25 minimum wage, innovative hiring programs, and macroeconomic views, providing a comprehensive outlook on the labor market and Fed policy. Get ready for an engaging conversation about future trends and growth!

Mark Lyall Grant, former UK national security adviser and ex-ambassador to the UN, offers fascinating insights on President Trump's state visit to the UK. He delves into the complex UK-US alliance and its pivotal role in national security. The discussion highlights the ceremonial aspects of the visit and its potential impact on trade relations. Lyall Grant elaborates on the political dynamics at play, including how UK leadership aims to strengthen ties with the U.S. amid rising global tensions and leadership challenges.

Scott Kirby, CEO of United Airlines, dives into the fascinating connection between economic health and airline demand. He shares insights on how consumer confidence boosts air travel, especially post-Labor Day. Kirby highlights current pricing trends and the industry's recovery trajectory, as well as air travel enhancements driven by technology and employee engagement. He emphasizes Newark Airport's role in United's operations and discusses strategic financial management in the post-pandemic aviation landscape, including insights into aircraft ordering and supply chain challenges.

Bo Hines, former White House crypto official and now leading Tether's USAT, teams up with Tether CEO Paolo Ardoino to dive into the world of stablecoins. They unveil USAT's unique features tailored for U.S. consumers and financial institutions. The duo discusses how Tether's distribution network gives it an edge over competitors like USDC. They also reflect on their transition from government to crypto, aiming to bolster the U.S.'s role in the stablecoin market while emphasizing innovation and long-term goals.

ServiceNow's CEO discusses the launch of an AI institute in West Palm Beach, blending human intelligence with tech advancements. They delve into Florida's growth as a business hub, focusing on initiatives to create jobs and train veterans in AI. The conversation emphasizes collaboration among local leaders to foster innovation and attract companies to the area. With a commitment to developing local talent, there’s a bright vision for West Palm Beach's burgeoning economy.

Lindsay Greene, President and CEO of the Brooklyn Navy Yard, shares her insights on New York City's economic landscape. She discusses the Yard’s transformation from a historic shipbuilding site to a bustling industrial hub. Greene delves into the need for skilled labor in modern manufacturing and the investment required for workforce training. She highlights the challenges posed by the city's high cost of living and how the Navy Yard fosters business growth while supporting community development.

Jeff Luhnow, CEO of Blue Crow Sports Group and former president of baseball operations for the Houston Astros, dives into the evolving landscape of sports franchise investments. He highlights the rise of multi-club ownership and the critical selection of growth-potential teams. Luhnow discusses the long-term strategies and the impact of technology on team performance. He also anticipates growth in North American football linked to the upcoming World Cup, while emphasizing the increasing investments in women's sports and the potential for market expansion.

Rob Arnott, Chairman and founder of Research Affiliates, delves into his innovative ETF RAUS and the shifting landscape of passive investing. He reveals how his unique approach using the Cap-Weighted Index can enhance stock selection. Arnott discusses recent market dynamics, specifically how Russell index changes impact stocks like Dillard’s. He also proposes meaningful reforms to earnings reporting, emphasizing strategies that encourage long-term investment growth. A captivating conversation about the future of investing!

Bill Dudley shares insights on the Federal Reserve's expected interest rate cuts and their implications for the economy. He explores the challenges facing the labor market and the steepening yield curve. The discussion highlights the tension between inflation concerns and employment dynamics. Dudley also delves into the internal dynamics of the Fed, revealing how diverse opinions shape monetary policy decisions. Listen to understand how these factors influence future economic forecasts and rate decisions.

Rep. Deborah Wasserman Schultz delves into the rising threat of political violence and its implications for lawmakers' safety. She discusses the delicate balance between security measures and public accessibility for representatives. Highlighting the importance of leadership during crises, she contrasts the current political climate with past responses. The conversation emphasizes the need for unity and open dialogue amidst disinformation, while also hinting at potential bipartisan collaboration on urgent funding challenges.