Here's Why

Saleha Mohsin, Senior Washington Correspondent at Bloomberg and author of *Paper Soldiers*, dives into the implications of a weakening dollar. She explains how the dollar's decline impacts global economies and trade dynamics, highlighting the challenges faced by U.S. manufacturers amid geopolitical tensions. Mohsin also discusses how this trend benefits foreign tourists while raising costs for American consumers and examines the uncertainties in investment strategies as the dollar's dominance shifts.

Jack Ryan, a precious metals reporter at Bloomberg, delves into the recent surge in gold prices driven by investor desire for security amid economic uncertainty. He discusses the risks of a potential gold bubble due to geopolitical tensions and central bank actions. The allure of gold as a safe haven asset, especially in declining markets, is examined in detail. Additionally, Ryan highlights practical considerations for investors, comparing gold to other assets like Bitcoin and analyzing historical trends that shape its current appeal.

Joe Weisenthal, co-host of Bloomberg's Odd Lots podcast, shares insights on the turbulent impact of economic uncertainty on businesses and consumers. He discusses how fluctuating trade policies create chaos in market stability and decision-making. The conversation highlights the detrimental effects of inconsistent messaging from policymakers and dives into the challenges companies face while trying to remain flexible in a volatile landscape. This exploration raises critical questions about whether we can adapt to such unpredictability in the long run.

US Treasury bonds have long served as a refuge for investors during times of panic. But as President Donald Trump unleashes an assault on global trade, their status as the world’s safe haven is increasingly coming into question. Yields, especially on longer-term debt, have surged on the tariff announcements, raising fears that key foreign buyers could take their money elsewhere, in a form of buyers' strike. Our Managing Editor for FX and Rates, Rachel Evans, joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.

The American economy is richer, more innovative, and has expanded at a faster rate than most of the developed world for many years. How will Donald Trump's tariffs affect that trajectory? Bloomberg's head of economics and government Stephanie Flanders joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.

A spate of plane accidents, botched landings and near-misses in the US and elsewhere has raised widespread concerns about air safety. While the likelihood of a plane crash remains incredibly low, experts are concerned that a global shortage of air traffic controllers could make flying more dangerous. Our transport reporter Danny Lee joins host Stephen Carroll to discuss.See omnystudio.com/listener for privacy information.

The rush into artificial intelligence - spurred by the success of ChatGPT - has propelled a handful of technology companies into market superstardom. Nvidia, SK Hynix, ASML and TSMC have seen their share prices soar as their products lead the market in the chips that power AI. Our tech reporter Mark Bergen joins host Stephen Carroll to discuss the scale of their success, and what could disrupt it.See omnystudio.com/listener for privacy information.

Donald Trump's election sparked a frenzy of optimism in the crypto world, but his much-heralded announcement of a strategic Bitcoin reserve left investors disappointed. The biggest digital token slumped further from its record highs. Bloomberg's Executive Editor for Crypto, stacy-marie ishmael joins host Stephen Carroll to explain why.See omnystudio.com/listener for privacy information.

World leaders have been left reeling by the flurry of announcements from Donald Trump since he returned to the White House. The US President has penalised America's allies, made overtures to autocrats, and thrown out international conventions. Markets, too, are increasingly uncertain about what the future holds. Bloomberg's Editor-in-Chief John Micklethwait joins host Stephen Carroll to discuss Donald Trump's approach to international relations.For more stories like this one go to bloomberg.com/explainersSee omnystudio.com/listener for privacy information.

Enda Curran, Bloomberg's Global Economics Correspondent, dives into the buzz around the 'Mar-a-Lago Accord,' a bold notion aimed at weakening the US dollar to boost American exporters. He discusses the potential ripple effects on global trade and compares it to historical strategies like the 1985 Plaza Accord. Curran also explores innovative solutions for US Treasury bonds, including the idea of issuing century-long zero coupon bonds. The conversation delves into how these radical ideas could reshape the financial landscape and influence inflation.