Bloomberg Businessweek

Jennifer Welch, Chief geo-economics editor at Bloomberg Economics, shares her expertise on the intricate US-China trade dynamics surrounding rare earths. Alex Grassino, Global chief economist at Manulife, discusses the uncertain economic landscape and investment strategies amid fluctuating tariffs. Julia Coronado, founder of MacroPolicy Perspectives, analyzes inflation and its impact on Federal Reserve policy while Brad Stone provides insights into the shifting political climate in California, highlighting the tension between national narratives and state realities.

Josh Isner, President of Axon, delves into the company's journey from TASERs to advanced AI in public safety. He discusses the groundbreaking Axon Assistant, a voice-enabled AI in body cameras, that enhances law enforcement efficiency. Isner addresses the ethical challenges of AI, including bias and accountability, while emphasizing the rising need for non-lethal safety tools amid increasing crime. The conversation highlights Axon's commitment to navigating these complexities and the evolving relationship between technology and policing.

Fran Katsoudas, Cisco's EVP and Chief People, Policy & Purpose Officer, discusses the evolving workplace dynamics and the importance of diversity and inclusion in the age of AI. Jeetu Patel, Cisco's President and Chief Product Officer, shares insights on how the company is addressing core tech challenges while innovating for the future. They delve into the critical need for AI infrastructure and explore how evolving job markets necessitate smarter recruitment strategies to attract top talent.

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.