Bloomberg Businessweek

Laura Martin, a senior analyst at Needham & Company, provides insights on Alphabet's latest quarterly sales, discussing competition in the AI arena. Ross Gerber, CEO of Gerber Kawasaki, shares his mixed feelings on Elon Musk's management at Tesla. Max Chafkin unpacks the challenges facing Musk's empire. Thomas Carroll explores opportunities in the multifamily real estate and solar development sectors. Daniela Satori highlights Starbucks' turnaround efforts, while Kate Crater dives into the rise of YouTube chefs and how CEOs optimize their sleep routines.

Mike McKee, an expert in international economics and policy, joins Christina Padgett from Moody's and Google Cloud's COO Francis deSouza. They dive into the upcoming trade deal discussions between the EU and the U.S., exploring tariffs and their potential impact on inflation and manufacturing. The conversation also touches on the shifting relationship between the government and the Federal Reserve, the influence of AI on business growth, and the challenges of financial leverage in today's economy, highlighting how technology is reshaping industries.

Jennifer Ewbank, former CIA Deputy Director for Digital Innovation and founder of Andaman Strategic Advisors, discusses alarming cybersecurity threats. She highlights a recent ransomware attack linked to a Chinese hacking group exploiting Microsoft SharePoint vulnerabilities, affecting hundreds of organizations. The conversation delves into the implications for national security and U.S.-China cyber relations, revealing the evolving landscape of digital warfare. Ewbank also shares vital tips on preventing ransomware, emphasizing proactive security measures and timely updates.

Tensions rise as Donald Trump and Jerome Powell clash during a tour of the Federal Reserve's renovation, with Trump pushing for lower interest rates. The discussion reveals differing economic policies, highlighted by Trump's critique of costly overruns. Expert commentary uncovers the subtle dynamics between the White House and the Fed, and the unique pressures faced by Powell under intense presidential scrutiny. Amid playful jabs and serious implications, the conversation explores the delicate balance of power in monetary policy.

Laura Martin, a Senior Analyst at Needham & Company, provides insights on Alphabet’s earnings and anticipates Apple's performance. Meanwhile, Jay Goldberg, a semiconductor expert from Seaport Research Partners, delves into Intel's struggles amid fierce competition. Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla’s uncertain future as the company pivots towards robotics. The intriguing tensions unfold as President Trump and Fed Chairman Powell clash over interest rates and budget overruns during a Fed building tour, revealing their complex relationship.

New York's real estate market is showing remarkable resilience amidst political noise, with Brown Harris Stevens reporting a surge in interest from buyers responding to modest price changes. Manhattan sees a 17% rise in home sales, boasting a median transaction price of $1.2 million. The podcast explores a shift in demographics, highlighting younger investors from tech backgrounds. It also addresses challenges due to political decisions impacting affordability and emphasizes the need for collaboration to tackle housing issues in the evolving market.

Ross Gerber, the savvy President and CEO of Gerber Kawasaki Wealth and Investment Management, dives into Tesla's disappointing earnings report, marking one of the company's toughest quarters. He expresses his concerns as the automaker faces rising competition and the backlash against Elon Musk. Despite the earnings miss, they discuss Tesla's ongoing plans for robotaxis and affordable vehicles. Gerber emphasizes the importance of adapting to market demands while evaluating how Musk's public image may impact future consumer interest.

Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla's disappointing financial results and Elon Musk's evolving strategy amidst rising competition. Mike Cordonnier, CEO of Carlsmed, shares insights from his company’s IPO debut, focusing on innovations in spinal surgery. Brent Thill from Jefferies analyzes Alphabet's latest earnings, highlighting a significant increase in AI investments and the challenges posed by investor skepticism. The conversation explores the balancing act between innovation and financial performance in today's market.

Thomas Carroll, founder and CEO of Ballast Rock Asset Management, dives into the U.S. housing market's response to high interest rates. He reveals how multifamily technical indicators are outperforming other real estate sectors. Carroll discusses the potential for rent growth due to sustained wage increases and analyzes the current challenges in the multifamily housing landscape. He also shares insights on emerging opportunities in the Southeast, driven by new factories and a robust job market.

In this discussion, Eric Jackson, founder of EMJ Capital, and Leo Kelly, CEO of Verdence Capital Advisors, dive into the current resurgence of meme stocks, notably Kohl's and Opendoor Technologies. They explore how retail traders are once again igniting market excitement reminiscent of 2021, driving shares of heavily shorted stocks. The conversation highlights the emotional rollercoaster of investing, the impact of social media on trading behavior, and the intricate relationship between market trends and Federal Reserve actions.