Bloomberg Businessweek

Steve Moore, co-founder of Unleash Prosperity and former economic advisor to Donald Trump, dives into the appropriateness of recent Fed cuts and inflation targets. Anurag Rana, a senior tech analyst, discusses Oracle and Adobe's quarterly earnings, highlighting AI's growing influence. Zach Wasserman, CFO of Huntington Bancshares, shares insights into the banking sector's response to Fed policies and the future landscape, including M&A and AI deployment. The conversation is packed with sharp economic analysis and industry forecasts!

Lauren Hochfelder is the Co-CEO of Morgan Stanley Real Estate Investing, with extensive expertise in property investment strategies. In a dynamic discussion, she shares insights on the real estate market, predicting a recovery by 2026 as values drop around 25%. Lauren highlights resilient sectors like residential and senior housing, noting an undersupply in the latter. She elaborates on the financial dynamics of senior housing and the societal impacts of eldercare, emphasizing the growing demand due to an aging population.

David Schassler, Head of Multi-Asset Solutions at VanEck Funds, and Joyce Huang, Senior Client Portfolio Manager at American Century Investments, discuss SpaceX's ambitious IPO plans targeting a staggering $30 billion and a valuation of $1.5 trillion. They explore how Starlink's growth reinforces this valuation and delve into macroeconomic themes affecting markets, including AI adoption and Fed policy. Schassler provides insights on tech positioning, while Huang highlights investor flows and implications for fixed income, making for a compelling financial discussion.

In this insightful discussion, James D. White, former CEO of Jamba Juice and co-author of "Culture Design," shares his transformative journey at the company. He emphasizes the importance of starting with people by asking key stakeholders four pivotal questions. James links organizational culture directly to financial performance, underscoring how prioritizing human capital can drive success. He advocates for empathy in leadership and stresses the need for inclusive, values-driven environments while offering invaluable advice for current and future leaders.

Paramount Skydance has launched a $30-per-share hostile bid for Warner Bros., igniting a fierce rivalry with Netflix. The bid values Warner Bros. at $108.4 billion and represents a strategic move to reshape Hollywood's landscape. Discussions reveal regulatory hurdles and political influences, weighing the merits of each offer. The podcast also touches on the significance of rare earths and the U.S.'s quest for self-sufficiency in critical minerals, alongside insights into the broader economic and geopolitical implications of these corporate maneuvers.

Kabir Nath, CEO of Compass Pathways, leads the charge in developing COMP360 psilocybin therapy for treatment-resistant depression. He discusses the resurgence of the psychedelics market and the promising results of their Phase 3 trials. Kabir shares insights on the regulatory landscape, detailing their engagement with the FDA and next steps toward market launch. He also addresses safety measures, potential applications beyond depression, and the company’s commitment to equitable access for patients. With a target of 3 million patients, the future of mental health treatment looks brighter than ever!

Scott Sanborn, CEO of LendingClub, discusses how the company adapts to real-time consumer credit health and plans to double originations. Christina Lee from Oaktree Capital dives into private credit dynamics, stressing the importance of transparency amidst rising defaults. Mandeep Singh analyzes enterprise software and cloud security trends, while Angus Thirlwell, founder of Hotel Chocolat, shares insights on their U.S. expansion strategy and collaboration with Mars. Devin Leonard uncovers Target's struggles with design and execution, highlighting what it needs to regain relevance.

Felix Gillette, Bloomberg News media editor, dives into Netflix's monumental $72 billion acquisition of Warner Bros., highlighting the mix of cash and stock involved. Rebecca Homkes, a business lecturer, raises concerns about the potential creation of an AI bubble and the risks to consumer spending habits. Eric Weiner, senior editor at Bloomberg, discusses market reactions and the anticipated impacts on the Federal Reserve’s policies. The conversation sizzles with insights into power shifts in entertainment and the delicate balance of technological and traditional business dynamics.

Dr. Nupoor Narula, a leading cardiologist and director of the Women’s Heart Program at Weill Cornell Medicine, discusses critical issues in women’s heart health. She highlights that heart disease is the top killer of women and emphasizes the importance of awareness around aortic aneurysms, especially during pregnancy. Dr. Narula reveals insights from her NIH-funded research on aortic disease, urging proactive health measures and genetic awareness. She also clarifies that while pregnancy can enlarge existing aneurysms, it doesn't directly cause them.

Gene Munster, co-founder of Deepwater Asset Management, delves into the recent talent shifts from Apple to Meta, signaling a new strategy in tech recruitment. He also critiques Meta's metaverse losses and the pivot towards AI-enabled wearables. Jimmy Lee shares insights on market forecasts and discusses the potential for the S&P 500 to hit 7000, while considering implications of Federal Reserve policies. Lastly, Jeanette Neumann reveals how Ulta's strong quarterly sales stem from effective loyalty programs and strategic expansion in suburban markets.