Bloomberg Talks

Arvind Krishna, IBM's Chairman and CEO, is at the forefront of AI, hybrid cloud, and quantum computing. He discusses the rapid advancements in AI, predicting a wave of one billion new applications. Krishna highlights the challenges CEOs face in transitioning from AI experimentation to achieving real business value and the importance of integrated deployment environments. He also delves into the role of technology in modernizing government contracts and improving air traffic control, while emphasizing the need for ongoing innovation in the private sector.

Michael Arougheti, CEO and co-founder of Ares Management, dives into the intricate impacts of trade tariffs on businesses and how companies adapt by focusing on local markets. He reveals the shifting economic ties between the U.S. and China, pinpointing emerging investment opportunities in Asia-Pacific. Arougheti also discusses the evolving private equity landscape post-COVID, tackling high valuations and the push for liquidity solutions amidst a challenging IPO and M&A climate. Get insights into where he sees tremendous potential for growth!

Brendan Carr, the FCC chair, dives into the urgent need for more commercial electromagnetic spectrum for wireless companies, a plan from the Trump administration. He highlights the critical role of deregulation in improving U.S. telecom infrastructure and the economic benefits that arise from it. Carr also discusses the importance of satellite innovations and low-Earth orbit technology for boosting rural connectivity. With a nod to national security and the future of AI in telecommunications, Carr provides a forward-looking perspective on the industry's evolution.

David Rubenstein shares insights from Scott Bessent's comments at the Milken Conference, highlighting investor concerns over tariffs and economic strategies. He explores how the business community toggles between optimism and caution regarding current policies. The discussion sheds light on the mixed feelings surrounding tax reforms and deregulation, as businesses navigate a changing political landscape. Expectations for successful economic strategies linger, all while uncertainty looms.

Jane Fraser, CEO of Citigroup, shares insights on the current state of consumer spending, highlighting its surprising resilience despite economic pressures. She expresses a positive view of the Mexican president's trade strategies and discusses the challenges faced by small and mid-sized businesses amid ongoing trade uncertainties. Fraser also addresses Citigroup's strategic direction and commitment to navigating global economic dynamics, suggesting a hopeful outlook for the bank's future.

Mark Attanasio, the owner of the Milwaukee Brewers and co-founder of Crescent Capital Group, shares his insights on market volatility and sports investing. He expresses optimism about a potential merger between the PGA Tour and LIV Golf, highlighting its impact on sports finances. Attanasio also discusses the shifting bond market and emerging investment opportunities, pointing out how these trends create new avenues for high-net-worth individuals in the sports arena.

In a compelling discussion, Bill Ackman, the Founder & CEO of Pershing Square Capital and newly appointed executive chair of Howard Hughes, shares his vision for transforming Howard Hughes into a diversified holding entity. He discusses strategies inspired by Berkshire Hathaway, focusing on investment and cash flow management. The conversation also dives into the impact of tariffs on American businesses and the economic outlook, filled with optimism amid uncertainties, highlighting the importance of balanced trade and growth strategies.

Marc Rowan, CEO and co-founder of Apollo Global Management, shares insights on the complexities of U.S. tariffs under the Trump Administration. He argues that tariffs can be a necessary strategy amid current economic uncertainties. Rowan delves into the potential recession's nuances, the U.S.-Mexico trade relationship, and how global trade dynamics affect U.S. capital markets. He highlights the importance of strategic investment choices in today's market, especially considering rising geopolitical risks and inflationary pressures.

In this discussion, Rich Lesser, Global Chair at BCG, shares his expertise on the stark contrast between CEO and analyst perspectives on US tariffs. They explore how global tariffs present unique challenges for CEOs, particularly in Europe and the U.S., and how geopolitical uncertainties are reshaping business strategies. The conversation also touches on the importance of adapting to the circular economy and the bureaucratic hurdles that come with it, highlighting the need for innovation amid shifting market dynamics.

Daily users of a leading gaming platform surged by 26% last quarter, signaling exciting growth. The CEO shares insights on booming ad revenue and strategies to capture market share. Challenges around safety measures and content filtering are tackled, reflecting the company's commitment to user protection. The discussion also hints at future mergers and acquisitions that could reshape its landscape. It's a deep dive into the intersection of digital gaming, innovation, and responsibility.