Bloomberg Businessweek

Ben Reinhardt, CEO of Speculative Technologies and a Businessweek Contributing Writer, shares his vision for revitalizing U.S. manufacturing by learning from China. He emphasizes the need for foreign investment and industrial hubs while leveraging American strengths in science and technology. Reinhardt discusses the negative effects of tariffs and advocates for a welcoming environment for skilled immigrants to boost innovation. He argues that modern technologies like AI are crucial for establishing a sustainable manufacturing sector that can thrive globally.

Max Abelson, a finance reporter at Bloomberg News, sheds light on the Trump family's financial empire and its implications for the housing market. Ben Elliott, an analyst at Bloomberg Intelligence, discusses the pivotal role of Fannie Mae and Freddie Mac in U.S. housing finance. They delve into the controversies surrounding Harvard's international student enrollment and the broader scrutiny of elite universities. The conversation highlights the intersections of politics, finance, and education during a tumultuous economic climate.

Matthew Skaruppa, CFO of Duolingo and a feature in the Bloomberg TV series ‘Chief Future Officer,’ dives into the exciting intersection of AI and language learning. He discusses how Duolingo's advancements, like realistic speaking exercises and new subscription tiers, are set to boost revenue by 33-35%. The platform's innovative approach, including a successful social-first marketing strategy, has attracted a diverse user base. Skaruppa also highlights the importance of user motivation and practice in effective language acquisition as AI reshapes the learning landscape.

Sandy Villere, a portfolio manager from Villere & Co., shares insights on stock strategies amid a volatile market. Jenny Rooke, founder of Genoa Ventures, discusses the critical intersection of tech and life sciences. Jim Litinsky, CEO of MP Materials, delves into the importance of rare earth minerals, especially given current geopolitical tensions. The trio tackles the implications of rising treasury yields and government deficits on market confidence, investor preferences, and the future of investment strategies in a changing economic landscape.

Jennifer Grancio shares insights on navigating investment options through ETFs amid market volatility and ongoing trade tensions. The discussion highlights Wall Street's recent fluctuations, including the implications of an $8.6 trillion market surge and the costs of rising Treasury yields. The intricacies of U.S. budget negotiations are examined, alongside investor strategies that emphasize quality management and responsiveness to economic risks. Environmental consciousness in finance also emerges as a key theme, reflecting a shift towards sustainable investment practices.

Max Chafkin, a Senior Reporter for Bloomberg News, Siyu Huang, CEO of Factorial Energy, and Eric Weiner, Senior Editor at Bloomberg News, dive into Elon Musk's steadfast commitment to Tesla, despite recent sales declines. They discuss Musk's shift away from political spending and the potential spinoff of SpaceX's Starlink. Additionally, Siyu highlights advancements in solid-state battery technology, addressing scalability and competitive dynamics in the EV market.

Dive into the world of a tiny investment bank that made a risky pivot from biotech to finance, resulting in $70 million lost. Discover the intriguing link to Donald Trump Jr. and Eric Trump, who now play advisory roles. Explore the volatility of stocks connected to the Trump Organization and the family's diverse ventures, including controversial IPOs and Bitcoin mining. Unravel the business dynamics at play in a firm that highlights both financial ambition and familial connections.

In this discussion, Michael Mackenzie, a Bloomberg news rates reporter, delves into the bond market's reaction to Moody's downgrade of the US credit rating, highlighting looming concerns over increasing national debt. Meanwhile, Mark Gurman, Bloomberg's managing editor for global consumer tech, examines Apple's struggle in the AI space, emphasizing their urgent need for innovation to keep pace with competitors. Both guests connect these financial shifts to broader implications for government spending and the tech industry's future.

In this discussion, Wendi Whitmore, Chief Intelligence Security Officer at Palo Alto Networks, dives deep into the world of cybersecurity. She reveals how AI and geopolitics are reshaping the landscape for businesses. Wendi discusses the recent Coinbase hack, where hackers bribed support agents to access customer data, highlighting the massive financial impact. The chat also emphasizes the pressing need for advanced defensive measures and consumer vigilance against sophisticated attacks, urging individuals to strengthen their online security practices.

Dive into the dynamic world of business with insights that affect us all. Discover how investment strategies shape our lives and explore the impact of emerging technologies. The hosts offer an engaging look at the discussions happening in powerful boardrooms and casual Zoom chats alike. From monetary policies to the fascinating world of wolf cloning, this podcast connects the dots between Wall Street and Main Street, making complex topics accessible and entertaining for everyone.