Bloomberg Businessweek

Lauren Goodwin, an economist and chief market strategist at New York Life Investments, joins the discussion along with Professor Deblina Sarkar from MIT. They dive into the development of microscopic technologies that can operate within the human body for early disease detection. Goodwin shares her insights on market dynamics, including the impact of AI spending on economic trends and the rationale behind recent gold rallies. The conversation also touches on the challenges of private markets and the importance of diversification in uncertain economic times.

Lauren Goodwin, an Economist and Chief Market Strategist at New York Life Investments, shares insights on market dynamics and inflation. She highlights risks in private credit and the challenges of monitoring shadow banking. Goodwin delves into AI spending trends, noting a shift in investor sentiment and potential bubble signs. Additionally, she discusses the macroeconomic outlook, predicting modest growth and sticky inflation. Her take on the gold rally emphasizes the role of central banks and scarce supply driving demand.

Teri Williams, President and COO of OneUnited Bank, shares her insights on driving financial inclusion through innovation. She highlights the bank's mission as a CDFI and its pioneering AI-driven app, WiseOne, designed to enhance financial literacy and offer personalized money management. Teri discusses efforts to serve the underbanked, including second-chance accounts and accessible loans. She emphasizes the importance of community support and regulatory flexibility as OneUnited navigates the evolving landscape of digital banking.

Dan Letter, President of Prologis, discusses the booming industrial real estate market and the strategic push into data centers amid AI demand. David Bellinger, a Senior Consumer Analyst at Mizuho, shares insights on Walmart’s partnership with OpenAI and the emerging concept of agentic commerce, aimed at revolutionizing e-commerce. Michael McKee analyzes the Beige Book's findings, indicating slowed consumer spending and hiring trends while highlighting challenges for the Fed in navigating inflation and labor shortages.

Jaime Magyera, Head of BlackRock’s U.S. Wealth Advisory, shares insights on women's rising influence in global wealth management. Women currently control one-third of the world's wealth, expected to soar to 50% by 2030. Jaime highlights how women are emerging as major economic drivers, acquiring wealth through various avenues like inheritance and divorce. She discusses the trend of women changing financial advisors for better engagement and reveals a growing preference for purpose-driven investing, emphasizing holistic wealth planning and impact.

Ian King, a U.S. semiconductor reporter for Bloomberg News, shares insights on AMD and Oracle’s significant partnership involving the deployment of AI chips. He discusses AMD's current challenges in gaining market share against NVIDIA and the broader implications of AI spending on the semiconductor industry. The conversation also covers concerns about supply chain risks and manufacturing timelines, as well as the future landscape of data-center chips as firms like AMD seek to capitalize on growing AI demands.

Lumen Technologies discusses its recent debt restructuring, saving $24 million annually in interest expenses. CFO Chris Stansbury highlights the company’s strategic pivot towards AI multi-cloud networking and leasing fiber to hyperscalers. The conversation touches on the impacts of recent tax law changes and how they encourage infrastructure investments. Insights into the telecom landscape and Lumen's evolving strategy wrap up this informative session.

Mona Yacoubian, a Middle East expert, analyzes Trump's push for a lasting Gaza ceasefire and the complexities of governance and disarmament. Daniel Florness, CEO of Fastenal, shares insights on quarterly earnings, pricing strategies, and the challenges of shifting supply chains amid tariff risks. Harmit Singh, Chief Financial Officer at Levi Strauss, discusses the company's strong sales, diversification efforts, and strategic positioning against tariffs. Together, they explore the global implications of these pressing issues.

Rick Caruso, billionaire real estate developer and former LA mayoral candidate, shares his insights on California's recovery from devastating wildfires. He criticizes local leaders for their handling of the crisis, asserting the fires were preventable due to systemic failures. Caruso also discusses his potential return to politics, contemplating a run for mayor or governor. Furthermore, he addresses the decline of California's film industry, advocating for competitiveness to retain jobs and economic vitality in the state.

Lucas Shaw, a Bloomberg reporter, engages industry heavyweights in thrilling discussions. David Ellison, CEO of Skydance Media, unveils his acquisition strategies and plans to revitalize Paramount’s content. Jimmy Kimmel shares his thoughts on political satire and his recent ABC suspension. Netflix's co-CEO Greg Peters highlights innovations in gaming and live events aimed at enhancing viewer engagement. Filmmakers Ryan Coogler and Sev Ohanian discuss Proximity Media's diverse projects and the value of the theatrical experience in today's landscape.