Bloomberg Businessweek

Olivia Albrecht shares insights on the rapidly expanding carbon market, projected to reach $1 trillion. She highlights the need for credible demand signals, distinguishing between compliance and voluntary markets. The discussion also covers sustainable finance complexities in the U.S., including a proposed carbon border adjustment by the Treasury. Financial firms are adapting by pivoting towards infrastructure and project finance to align with shifting climate policies. A lively exploration that connects climate and capital!

Manny Roman, CEO of PIMCO, delves into market disruptions, offering strategies for navigating volatility in bonds and investments. Armen Panossian, Co-CEO of Oaktree Capital, shares keen insights on credit spreads and the dynamics of private credit amidst economic uncertainty. Together, they discuss the importance of the U.S. treasury market, the shifting investor sentiment shaped by geopolitical events, and the intricate partnerships between larger corporations and private credit managers.

Robyn Grew, President of Man Group, oversees a massive $170 billion in assets, while Brendan Carr, Chair of the FCC, focuses on crucial deregulation and national security in telecommunications. Phillip Swagel, Director of the U.S. Congressional Budget Office, shares insights on navigating budget dynamics. Together, they tackle pressing issues like market volatility, the evolving role of AI in finance, and the intricate balance between economic policies and business growth. Expect deep dives into leadership challenges and the future of tech communications.

Sana Pashankar, a Bloomberg News space reporter, dives into the intriguing world of decommissioned satellites and their return to Earth. She discusses the soaring number of satellite launches and their impact on the atmosphere, particularly concerning hazardous space debris. Pashankar highlights the urgent need for regulations to protect the ozone layer and explores the booming satellite industry projected to hit $108 billion by 2035. She emphasizes the importance of managing environmental risks from rocket launches and satellite re-entries.

This week’s discussion features Mark Gurman, a tech expert at Bloomberg, who unpacks Apple's shifting strategies and challenges in the wake of tariff impacts. Zach Wasserman, CFO of Huntington Bank, shares insights on the lending landscape amid rising costs. Jonathan Maxwell of SDCL dives into sustainable investing and energy efficiency, while Nikki Eckstein, a luxury travel specialist, reveals the latest trends in travel, including the allure of Greenland and the transformation in luxury cruises. It's an engaging blend of tech, finance, and travel!

Joining the conversation are Sarah Barnes-Humphrey, a supply chain guru and founder of 'Let's Talk Supply Chain,' who dives into the impact of tariffs and pandemic-driven challenges on global shipping strategies. Also, Alexis Browne Roberts, COO of Alexis Investment Partners, shares insights on market trends, highlighting the investment landscape's resilience. They discuss how automakers adapt to economic upheavals and examine innovative shifts in supply chain management and investment strategies to navigate uncertainty.

The podcast dives into Wayfair's impressive earnings, showcasing strong consumer demand, particularly in appliances. Discussions highlight the ongoing tariff concerns and their impact on trade and shipping dynamics. There’s a closer look at evolving consumer trends in the furniture market and strategies to navigate uncertainties post-pandemic. The importance of supplier relationships and resilience in pricing amidst market fluctuations also takes center stage, shedding light on a competitive landscape.

Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital, provides savvy insights into navigating current market challenges. He delves into the intricate impacts of Amazon and Apple’s latest earnings, discussing tariff implications and consumer behavior shifts. With a keen eye on Elon Musk's dual roles, Wasserman highlights investor sentiments amid Tesla's evolving focus. The conversation also touches on Eli Lilly's market dynamics and cautious investment strategies, painting a comprehensive picture of the economic landscape.

Caroline Hyde, co-host of Bloomberg Technology, dives into Amazon's recent profit forecast that disappoints and reflects mounting tariff concerns. She discusses how these trade policies may influence consumer spending and affect small businesses relying on the platform. The conversation also touches on Amazon Web Services' slower growth and the challenges of rising costs, urging a rethink of supply chains and pricing strategies. As trade tensions persist, Hyde analyzes potential shifts in consumer behavior ahead of the holiday season.

Gina McCarthy, the first White House National Climate Advisor and former EPA administrator, shares her insights on climate change amid federal opposition. She discusses the impact of energy policies that favor fossil fuels and the crucial role the EPA plays in safeguarding health and environmental standards. McCarthy also highlights the nation's transition from coal to clean energy, emphasizing grassroots initiatives and the need for collective action to drive climate progress, even when faced with regulatory challenges.