Bloomberg Businessweek

Trade talks between the U.S. and China take center stage, focusing on the critical importance of rare earth materials. As the negotiations unfold, the complexities of U.S. reliance on these resources come to light. Experts discuss the historical decline of America's position in the rare earth minerals sector, revealing how government neglect and corporate decisions have reshaped the landscape. The challenges of reviving domestic production capabilities also emerge, raising questions about the future of American industry in a global economy.

Dexter Tiff Roberts, a renowned expert on US-China relations, shares insights on the implications of recent trade dynamics between the two superpowers, focusing on rare earth exports. Wendy Barnes, CEO of GoodRx, discusses the evolving landscape of pharmacies and the importance of independent pharmacies amidst healthcare policy changes. They dive into the military's deployment of 700 Marines in Los Angeles as protests escalate, examining local responses and the potential ripple effects across the nation. Their combined perspectives highlight the intersection of politics, economics, and public health.

Joe Mathieu, co-host of Bloomberg Balance of Power, shares insights on the upcoming U.S.-China trade talks and the complexities of international negotiations. Phil Gramm, a seasoned economist and former senator, discusses the intricate balance of power in U.S. governance and critiques current trade policies. NHL Commissioner Gary Bettman reflects on how political tensions influence hockey and the excitement surrounding the Stanley Cup. Together, they explore the intersections of economics, governance, and sports amid a shifting geopolitical landscape.

Anne Ramondi, COO of Asana, shares insights on AI's impact on the workforce and the challenges companies face in today's macro environment. Florian Seibel, CEO of Quantum Systems, discusses how drones are transforming modern warfare, especially in Ukraine. Peggy Johnson, CEO of Agility Robotics, highlights advancements in humanoid robotics, emphasizing their potential to revolutionize industries like logistics and elder care. Together, they explore the future of technology amidst evolving political and economic landscapes.

Florian Seibel, co-founder and CEO of Quantum-Systems GmbH, has a background as a former German army helicopter pilot and is now a leader in drone technology. He discusses the dramatic evolution of drones in warfare, particularly their role in the Ukraine conflict where they majorly impact military operations. Seibel reveals how AI enables drones to operate under challenging conditions like Russian jamming. He also touches on the complex global sales regulations facing the drone industry and the contrasting innovation landscapes in Munich and Silicon Valley.

In this discussion, Ed Ludlow, co-host of Bloomberg Technology and an expert in the electric vehicle and space sectors, and Peggy Johnson, CEO of Agility Robotics with a rich background at Magic Leap and Microsoft, tackle the brewing feud between Trump and Musk. They delve into Trump's threat to cut Musk's government contracts, exploring its potential fallout on Tesla's stock. Ludlow highlights the impact of politicized electric vehicle markets, while Johnson shares insights on advancements in humanoid robotics and their implications for the business landscape.

A historic ice cream brand celebrates a major milestone with a new manufacturing facility in Illinois. The focus is on how this expansion reflects growth and changing consumer preferences in the current economic climate. The discussion dives into job creation in the thriving manufacturing sector and the impact of tariffs on profits. Seasonal trends boost ice cream sales, especially in summer, while local sourcing strengthens ties with dairy farmers, ensuring quality and stability in production.

Brad Stone, an Editor at Bloomberg Businessweek, joins Brent Schutte, Chief Investment Officer at Northwestern Mutual, and Henrietta Treyz, Director of Economic Policy at Veda Partners. They discuss the Trump administration's move to revoke Columbia University's accreditation over claims of anti-discrimination law violations linked to campus protests. The conversation dives into the implications for academic freedom, the potential impact on students' funding, and the broader ideological tensions within higher education.

John Caplan, CEO of Payoneer, a leading fintech firm in cross-border payments, dives into the intricate relationship between the American consumer and the global digital payment industry. He discusses how uncertainty in global trade and tariffs impacts revenue forecasts. Caplan highlights the resilience of customers amidst fluctuating U.S.-China trade relations and explores the emerging role of stablecoins in international transactions. Additionally, he addresses the adoption of financial technologies in Latin America and APAC, emphasizing tailored solutions for diverse markets.

Alix Steel, a Bloomberg Radio and Television Anchor, joins Nick Wadhams, Bloomberg News National Security Team Leader, and Eric Clark, Chief Investment Officer at Accuvest Global Advisors, to discuss Wells Fargo's newly lifted Federal Reserve asset cap. The trio examines the bank's potential for growth and recovery from past scandals. They dive into shifts in the energy sector with nuclear power's role, the dynamics of NATO defense spending, and evolving investment strategies like the transition from mutual funds to ETFs, all set against a backdrop of changing regulatory landscapes.