Bloomberg Businessweek

Marc Bitzer, CEO of Whirlpool Corporation, shares insights on navigating global tariffs and their potential benefits for U.S. manufacturing. He discusses Whirlpool's strong quarterly earnings, maintaining a financial outlook amidst economic uncertainty. Bitzer emphasizes the importance of domestic production capabilities and critiques loopholes that hinder local manufacturers. He humorously relates household chore frustrations to broader economic anxieties, reflecting on how businesses must prepare for unpredictability in the market.

Joining the conversation are Brent Thill, Senior Technology Research Analyst at Jefferies, discussing IBM's strategic shift toward software; Katy Kaminski, Chief Research Strategist at Alpha Simplex Group, who provides insight into the bond market amidst economic fluctuations; and Ross Gerber, CEO of Gerber Kawasaki, sharing his thoughts on Tesla and the evolving EV market. They tackle topics like U.S.-China trade dynamics, the impact of tariffs on the economy, and Tesla's challenges against the backdrop of shifting public perceptions.

Joshua Ballard, CEO of USA Rare Earth, sheds light on the crucial yet challenging landscape of rare earth materials in the U.S. He details the heavy reliance on China for processing and the implications of recent export controls. Discussion points also include the intricacies of building a domestic supply chain, efforts to establish a pilot plant in Texas, and the strategic shift towards magnet manufacturing. Ballard emphasizes the pressing need for the U.S. to develop its capabilities in this vital sector, especially amidst rising geopolitical tensions.

Ross Gerber, President and CEO of Gerber Kawasaki, shares his expertise on Tesla and the challenges it faces, including tariffs and a changing consumer base. Tony Roth, Chief Investment Officer at Wilmington Trust, discusses rising recession fears impacted by trade policies, warning of significant effects on small businesses. They delve into Boeing's asset sale strategy to improve financial health and examine the competitive electric vehicle landscape, particularly Tesla's struggles against BYD in Mexico City.

Sarah Frier, Big Tech team leader at Bloomberg News and author of 'No Filter', joins to discuss John Shahidi, a YouTube manager pivotal in Trump's 2024 campaign. They explore the impact of podcasts on election strategies and how Shahidi connects Trump to younger voters through innovative digital content. Frier highlights the vital role of social media in shaping public perception and voter engagement, revealing the intersection of technology, politics, and audience outreach in contemporary elections.

Explore the dynamic world of stock movements, from Netflix thriving amid economic uncertainty to the tug-of-war between consumer spending on luxuries versus necessities. Discover how Uber grapples with legal challenges impacting trust and performance. The advantages of Uber's subscription service shine, while Tesla's earnings expectations stir excitement and concern among analysts. Stay tuned for key insights into today's market winners and losers!

In this discussion, Stuart Paul, a macroeconomic expert, delves into the precarious balance between political power and the Federal Reserve's independence. Max Chafkin highlights the tensions between President Trump and Fed Chair Jerome Powell, raising alarm over potential changes to presidential authority over independent agencies. Jeff McClean adds insights on how market trends react to political pressures, especially regarding interest rates and economic stability, as the looming threat of recession and international trade issues complicate the economic landscape.

Damian Garde, Bloomberg News healthcare reporter, discusses Eli Lilly's promising new weight loss pill that's shaking up the market. The conversation reveals how this pill could rival the popular Ozempic, as it potentially offers a more convenient option. Garde explores the competitive landscape among pharmaceutical giants striving for a piece of the predicted $130 billion market. He also sheds light on the contrasting fortunes of Eli Lilly and UnitedHealth, highlighting the ongoing challenges in the healthcare industry.

Josh Green, a National correspondent at Bloomberg Businessweek, shares insights on President Trump's tariff tactics, drawing historical parallels and discussing their ripple effects on trade and policy. Edward Fishman focuses on choke points in the global economy, analyzing the dominance of the U.S. dollar and implications for fiscal health. Christine Harper explores the enduring lessons from economic history, while Tim Craighead highlights emerging investment trends and Tesla's market challenges. Together, they unravel the complexities of current economic turmoil and its broader implications.

Mark Douglas, President and CEO of MNTN, shares insights into Netflix's recent record profits, driven by a price increase and sizzling content like the UK series Adolescence. He discusses the implications of Netflix withholding subscriber data, prompting a shift toward traditional financial metrics for investors. The conversation delves into Netflix's strategies in the competitive streaming landscape, including its move into live sports. Douglas also touches on evolving advertising dynamics, especially in the wake of recent rulings affecting Google's monopoly.