Bloomberg Businessweek

Molly Smith, Bloomberg News Economics editor, discusses the economic landscape and the potential effects of upcoming data releases on tariffs and inflation. Ed Price, Senior Fellow at NYU, shares insights on the strategic implications of the Trump-Putin meeting amidst global tensions. Jordan Klein from Mizuho Securities explains the landmark deal between Nvidia and AMD, revealing how chip sales to China will affect U.S. revenues. Finally, Lauren Sanfilippo offers a cautious market outlook, addressing key challenges facing traders today.

Erica Gessert, CFO at Upwork, shares insights on the platform’s recent success, highlighting a stellar second-quarter performance and a positive forecast. She discusses the acquisitions of Bubty and Ascen, emphasizing how these moves enhance Upwork’s AI-driven services for enterprises. The conversation explores the transformative impact of AI on hiring practices and the labor market, as well as how AI enables better connections between clients and freelancers, streamlining recruitment and improving efficiency.

Aaron Yachtfeld, CEO of Generac, discusses the rising demand for backup power solutions as energy shortages hit homes. Rick Smith, CEO of Axon Enterprise, shares insights on innovative public safety tech, underscoring the need for non-lethal options. Kate Gulliver, Wayfair's CFO, highlights the company's stock surge and evolving retail strategies, while Martin de los Santos reveals optimistic trends in Latin American fintech. Allie Anderson, CEO of Craftco, navigates the impact of tariffs on the spirits industry and the shift towards low-alcohol options, showcasing innovation and adaptability.

Wendy Cutler, Vice President at the Asia Society Policy Institute, discusses the potential $30 billion IPO of Fannie Mae and Freddie Mac, exploring the implications for the housing market. Dan Williams, Bloomberg's Jerusalem reporter, delves into the geopolitical tensions surrounding the humanitarian crisis in Gaza, while Mark Mahaney, head of Internet Research at Evercore ISI, analyzes how tech trends are influenced by current political shifts. Together, they provide insights on the intertwining of finance, politics, and global events.

Jeff Simmons, the President and CEO of Elanco Animal Health, shares insights on the company's recent stock surge following impressive second-quarter results. He discusses the launch of innovative dog medications, including Credelio Quattro and Zenrelia, designed to address canine health challenges. Simmons also dives into Elanco's strategic framework aimed at sustainable value creation and the significance of American manufacturing in the animal health sector. The conversation highlights the balance between personal connections with pets and business growth opportunities.

Gracelyn Baskaran, a critical minerals expert, discusses the strategic importance of rare-earth magnets amid U.S.-China trade tensions. Angela Stent, a senior fellow and former intelligence officer, delves into the complex U.S.-Russia-Ukraine diplomatic landscape, highlighting the challenges of ceasefire negotiations. Mike McKee provides insights on the nomination of Stephen Miran to the Federal Reserve and the implications for U.S. economic policy. They explore how recent geopolitical issues are shaping financial strategies and national security initiatives.

Mark Douglas, founder and CEO of MNTN, discusses the future of TV advertising, highlighting how his platform makes it as measurable as online ads. He delves into the importance of AI and creative networks in helping brands new to TV ads, reducing production costs. Mark also traces his journey from Oracle to eHarmony, emphasizing MNTN's growth potential and its mission to empower small businesses in the streaming space. He shares insights on navigating the challenges of the industry while forging a path to becoming a market leader.

The announcement of Apple's $100 billion investment in U.S. manufacturing raises questions about innovation versus marketing strategy. Experts discuss the impacts of this commitment on market dynamics and potential earnings shifts in tech. Disney's latest earnings report reveals challenges, particularly with ESPN's new stake in the NFL, crucial for future growth. Additionally, the evolving real estate market faces profitability concerns, highlighting the need for better landlord-tenant communication amid rising economic pressures.

Martin de los Santos, CFO of MercadoLibre and expert in Latin American e-commerce, shares insights from Montevideo, Uruguay. He discusses the company's recent earnings report, which, despite missing profit expectations, showcases strong revenue growth. The conversation delves into balancing short-term costs with long-term strategies, particularly the impact of free shipping in Brazil. Martin highlights the role of fintech in enhancing financial inclusion and reveals the impressive 38% growth in advertising revenue, suggesting a bright outlook for the future.

Kate Clark, a Bloomberg News tech and venture capital reporter, discusses the latest trends in startup acquisitions and the evolving environment for tech firms. Rick Smith, founder and CEO of Axon, shares insights on transforming policing technology, emphasizing innovations like AI and virtual reality to enhance public safety. They tackle the challenges in the chip industry amidst tariffs and export restrictions, and explore the broader implications of economic pressures on the services sector and venture capital dynamics.