Bloomberg Businessweek

Jon Taffer, Host and Executive Producer of Bar Rescue, dives into the pressing challenges facing the bar and restaurant industry, particularly rising food costs and their effects on pricing strategies. He explores how automation is impacting small businesses, along with the evolving dynamics of tipping. Taffer also discusses the influence of tariffs on pricing and competition, while emphasizing the vital role immigration plays in the hospitality workforce and the support needed for small businesses to thrive.

Mike Cannon-Brookes, Co-founder and CEO of Atlassian, discusses the company's ambitious partnership with Williams Racing F1, aimed at blending tech and speed. Ali Furman of PwC explores how tariffs are reshaping the retail landscape, influencing everything from pricing to supply chains. Jon Taffer, the savvy host of Bar Rescue, shares insights on the restaurant industry's struggles with rising inflation and labor challenges, revealing how eateries are adapting to survive in the current economic climate.

Jeremy Wacksman, CEO of Zillow, shares insights on the current state of the U.S. housing market amidst high mortgage rates and limited inventory. He highlights Zillow's impressive 17% revenue growth despite these challenges. Wacksman discusses critical supply-side issues and successful reforms in cities like Austin to boost housing availability. He also sheds light on the new partnership with Redfin to enhance rental listings and the impact of rising interest rates on consumer behavior, emphasizing affordability and financing. This candid conversation reveals the evolving landscape of real estate.

Jeremy Wacksman, CEO of Zillow, shares insights on the sluggish U.S. housing market, discussing high mortgage rates and innovative tools for buyers. He addresses Zillow's future profitability strategy amid these challenges. Leo Kelly, CEO of Verdence Capital Advisors, highlights investment tactics in the current volatile landscape and the importance of cautious asset allocation. The episode also covers the rise of AI in detecting financial fraud and the ongoing battle for DEI initiatives against political headwinds.

Joyce Huang, a Senior Client Portfolio Manager at American Century Investments, dives into the complexities of Fed policy and market trends. She discusses Jay Powell's cautious approach to interest rates and the uncertainty surrounding economic policies. Inflation’s impact on consumer confidence and purchasing power is explored, alongside investment strategies amidst economic fluctuations. The conversation also touches on the cautious integration of AI in asset management and the effects of Treasury yield volatility on investment choices.

Sam Altman, CEO of OpenAI, reacts to Elon Musk's bid to acquire the nonprofit, sharing insights on the competitive dynamics in the AI landscape. Meanwhile, Andy Bennett, CEO of Driivz, discusses the Trump administration's pause on charging infrastructure funding and its minimal effect on the U.S. electric vehicle market. The conversation also delves into the impact of such policies on consumer adoption and the future of EV infrastructure, painting a complex picture of technology and governance in today's economy.

Eli Horton, a Senior Portfolio Manager at TCW's Active ETF Investments, shares insights on the advantages of active investing, particularly in energy and supply chain sectors. He discusses identifying growth potential in overlooked companies amidst market volatility. Hayley Berg, Lead Economist at Hopper, reveals shifting travel trends for 2025, highlighting younger travelers' eagerness for unique experiences and a rise in cruise bookings. Together, they explore how economic changes influence consumer behavior and investment strategies.

Joe Deaux, a Bloomberg News Metals & Mining Reporter, discusses Trump's proposed 25% tariffs on steel and aluminum imports, exploring its potential impact on domestic production and inflation. Dan Close, Head of Municipals at Nuveen, dives into the complexities of stadium financing in the municipal bond market. Tim Gokey, CEO of Broadridge, shares insights on the evolving investment landscape and the firm's role in capital markets amidst rising technology trends. The conversation highlights the intricate relationship between tariffs and global investment dynamics.

Richard Edelman, CEO of a global PR firm, addresses trust in institutions amidst political polarization. Christina Stemble, founder of Farm Girl Flowers, discusses tariffs and AI's role in the floral industry. Johannes Thomas, Trivago CEO, shares insights on the travel sector's recovery post-pandemic, influenced by geopolitical factors. Sir John Kay, acclaimed economist, presents key challenges for modern businesses from his book on corporations in the 21st century. Together, they navigate the intricate dynamics of trust, industry challenges, and economic recovery.

David Jones, CEO of The Brandtech Group, discusses how generative AI is reshaping Super Bowl advertising strategies and the rising costs associated with 30-second spots. Adam Greenblatt, CEO of BetMGM, shares insights on the booming sports betting market, including key betting trends surrounding the Super Bowl. Andrew Krei, Co-CIO of Crescent Grove Advisors, analyzes the economic implications of tariffs on investments, touching on strategies that navigate today’s market volatility. An engaging blend of technology, sports, and economics awaits!