Bloomberg Businessweek

Wendy Schiller, Brown political science professor, on federal immigration moves and political fallout. Rebecca Homkes, strategy faculty at London Business School, on why CEOs are speaking up and how companies weigh politics. Stephanie Aliaga, J.P. Morgan market strategist, on what markets watch: Fed clarity, AI spending, and earnings. They discuss Minnesota raids, corporate pressure, and market positioning in short, sharp segments.

Stefano Fulchier, CEO of iVision Tech and head of family-owned Henri Julien, runs a high-end, made-in-France eyewear brand pursuing smart and assistive-tech projects. He recounts a sudden sales boom after France’s president wore the blue aviators. He describes website crashes, rapid orders, artisanal production in France and Italy, and plans to expand into smart eyewear.

Hannah Elliott, an auto columnist who test-drove Mercedes’ advanced driving AI. Brian Maciak, CEO of Fullspeed Automotive on changing maintenance habits. James Daunt, bookseller reviving community-focused stores. Rick Wurster, Charles Schwab CEO on client behavior and private-market access. Kathy Wood, ARK Invest founder on AI-driven investment platforms. Daron Acemoglu, MIT economist with a theory on political centralization.

Lauren Hochfelder, Morgan Stanley real assets lead, discusses long-term real estate themes and sector opportunities. Alexandra Levine, Bloomberg tech reporter, explains the Oracle-led TikTok US transaction and lingering security questions. Andrew Krei, Crescent Grove CIO, weighs market, yield and geopolitical risks. They cover the storm’s market impacts, TikTok’s structure, and where to find resilient real assets.

Cathie Wood, Founder and CEO of ARK Invest, shares her insights on the transformative technologies shaping the global economy. She discusses the significant impact of AI on productivity and forecasts over 7% annual GDP growth by 2030. Wood explores the convergence of five key technology platforms and believes they will unlock new opportunities in jobs, particularly in robotics and digital property. She also highlights deregulation's potential benefits and shares her top investment picks, including Tesla and groundbreaking gene therapies.

Guest Ivan Feinseth, Research Director at Tigress Financial, discusses Intel's weak revenue forecast and the ongoing supply shortages impacting the semiconductor giant's comeback efforts. He remains optimistic about Intel's long-term positioning despite current manufacturing challenges. Joe Feldman from Telsey Advisory Group analyzes resilient consumer spending patterns, emphasizing the divide between affluent shoppers and the mass-affluent, while profiling the retail sector's outlook, identifying potential winners amidst economic headwinds.

Rick Wurster, President and CEO of The Charles Schwab Corporation, shares insights on a record-breaking quarter with a 31% surge in daily trading volume as retail investors capitalize on a strong stock market. He discusses clients' trend towards consolidating financial services at Schwab and the potential of prediction markets, distinguishing them from gambling. Rick also highlights 2025 innovations including 24x5 trading and mobile improvements, while addressing the impact of geopolitical noise on market stability and offering an optimistic outlook for the future.

Nick Wadhams, Bloomberg's National Security reporter, unpacks President Trump's surprising decision to back off Greenland tariffs and explores the mysterious 'framework' deal with NATO. Jonathan Reckford, CEO of Habitat for Humanity, discusses how housing affordability is tied to supply shortages, advocating for policy incentives and zoning reforms. Gregory Peters, PGIM's Co-CIO, analyzes the ripple effects of these developments on Treasury flows and offers insights on future fiscal risks and yield curve dynamics.

In this engaging discussion, Eric Clark, Chief Investment Officer at AccuVest Global Advisors, shares his optimistic outlook on Netflix despite recent stock drops, viewing the Warner Bros. acquisition as a potential opportunity. Bob Michele, Chief Investment Officer at JPMorgan, analyzes the current state of global fixed income markets, addressing geopolitical risks and U.S. politics. Meanwhile, Joanna Gallegos, co-founder of BondBloxx, explores the resilience of corporate credit and innovative private credit ETFs, highlighting their appeal to investors seeking enhanced yield.

Brian Maciak, CEO of FullSpeed Automotive, dives into the booming $500 billion automotive aftermarket industry. He highlights how customers are increasingly valuing efficiency and transparency in their service experiences. Maciak notes a shift in vehicle maintenance habits, with oil change intervals stretching significantly. He also discusses the importance of digital inspections for building trust and the ongoing demand for skilled mechanics amidst evolving consumer needs. Interestingly, he points out that electric vehicles haven't diminished demand for quick-lube services.