Bloomberg Talks

Dan Ives, the Global Head of Technology at Wedbush Securities, offers keen insights into the tech landscape. He discusses Oracle's impressive cloud business growth and its ripple effects on competitors like Microsoft and Google. Ives also highlights Apple's struggles in AI, emphasizing the need for fresh talent to boost innovation. The conversation features light banter about personal branding amidst serious market analysis. Plus, they explore unique tech intersections, including iris scanning for authentication, revealing the quirky side of the industry.

Jim Zelter, President at Apollo Global Management, shares insights on the U.S. economy's “legacy inflation issues” and how companies struggle to pass costs to consumers. He discusses the shift from low interest rates to structural inflation and its impact on investment strategies. The conversation delves into the evolving landscape of public and private markets, the rise of private credit, and the complexities of investing in technology. Zelter also touches on the challenges faced by European insurers compared to their U.S. counterparts.

Nicholas Hopton, the former British Ambassador to Qatar, Libya, and Iran, shares his expertise on the recent Israeli strike targeting Hamas leaders in Doha. He dives into the international uproar, including reactions from U.S. President Trump and European leaders, warning about potential setbacks in diplomatic efforts to resolve the Gaza conflict. Hopton explores the complexities of Qatar's sovereignty amidst military actions, and the broader implications for regional stability and U.S. foreign policy, shedding light on the unfolding geopolitical chess game.

Dan Ives, Global Head of Technology Research at Wedbush Securities and Chairman of Eightco Holdings, dives into the launch of the iPhone 17 Air, highlighting its innovative design and potential impact, especially in China. He discusses Apple's cautious AI strategy amid fierce competition from players like OpenAI and Google. Ives also touches on the success of a new AI-focused ETF and warns against market hype, encouraging investors to seek out true leaders in the evolving tech scene.

Colin Hunt, CEO of Allied Irish Banks, shares insights into the current Irish economy and its evolving trade policies. He discusses how recent shifts in the bank's ownership are fostering new relationships with U.S. investors. The conversation also delves into Dublin's commercial real estate dynamics post-COVID, revealing challenges in office returns. Hunt further highlights Ireland's thriving pharmaceutical sector and the innovations reshaping its airline industry, particularly how Aer Lingus connects Ireland with the U.S. market.

Hélène Conway-Mouret, a French Socialist Party Senator, shares her insights following a confidence vote that toppled Francois Bayrou's administration. She discusses her party's vision for France's next government amidst a backdrop of political instability. The conversation delves into the tension between socialist policies and the private sector, along with the implications of tax reforms. Conway-Mouret also addresses how France's political challenges affect its international standing, particularly regarding security and diplomacy in light of the Ukraine conflict.

Fabrice Le Saché delves into the chaos following the collapse of the French government, examining potential successors and their influence on the business landscape. He highlights the urgent need for political compromise to rejuvenate France's economy under Emmanuel Macron's leadership. The discussion also warns about the risks a socialist prime minister might pose to entrepreneurship and private investment, emphasizing how stable governance is crucial for cultivating a favorable business environment.

Roblox is shaking things up with a new feature that lets players share their in-game moments through short videos, much like TikTok. CEO Dave Baszucki reveals how AI advancements are empowering game creators, leading to higher revenues and easier development processes. The conversation also dives into Roblox's commitment to safety, showcasing AI tools designed to protect its young audience by estimating ages and filtering communications. These innovations highlight Roblox's focus on enhancing user experience while staying ahead in the gaming industry.

Farooq Kathwari, Chairman, President, and CEO of Ethan Allen, shares insights on how the furniture industry is navigating the challenges posed by tariffs and a slowing housing market. He discusses the company’s strategic focus on North American manufacturing, which offers an edge amid tariff uncertainties. Kathwari also addresses rising prices and declining store traffic, highlighting the importance of strong client relationships and innovative workforce strategies in U.S. manufacturing. His perspective sheds light on adapting to a rapidly changing market.

Steven Englander, Global Head of G10 FX Research at Standard Chartered, shares insights on a weak dollar and forecasts a 50bps Federal Reserve cut in September. He emphasizes the challenges of interpreting labor market data and the impact of AI on productivity. The discussion delves into the reliability of government economic data and its influence on market perceptions. Englander also explores how upcoming economic releases could shape inflation metrics and their wider implications for the stock market.