Bloomberg Businessweek

Rene Haas, CEO of Arm Holdings, discusses the pivotal role of energy-efficient processors in AI infrastructure investments. Rachel Metz shares insights on the collaborations among tech giants like SoftBank and OpenAI, emphasizing the transformative potential of government support in AI. Najat Khan explains how AI is revolutionizing drug discovery, speeding up the path to clinical trials. Ben Harburg analyzes the implications of new investment strategies in China, while Rich Greenfield evaluates Netflix's growth amidst intense streaming competition.

In this conversation, Adam Galinsky, a Columbia Business School professor, shares insights from his book on leadership and the dual nature of effective leaders. He emphasizes the importance of self-inspiration and its ripple effect on others. Kristy Akullian, from BlackRock, reveals her firm's 2025 investment outlook, discussing trends in the ETF industry and shifts in investor behavior. Their discussion intertwines modern leadership principles with practical investment strategies in a fluctuating economy, making for a captivating listen!

Netflix shattered records with its largest quarterly subscriber gain ever, adding nearly 19 million new users, driven by live sports and the return of popular shows like Squid Game. The discussion dives into the company's strategies, including a shift toward advertising and sports programming to keep viewers engaged. There's a keen focus on how diverse content and pricing influence subscriber loyalty, contrasting Netflix's approach with Disney. Lastly, the podcast explores the implications of its revenue growth and advancements in AI for future operations.

Gina Martin Adams, Bloomberg Intelligence's Chief Equity Strategist, discusses how potential Trump 2.0 tariffs could negatively impact global companies, particularly U.S. multinationals. Irwin Simon, CEO of Tilray Brands, shares insights on the cannabis industry's future under the Trump administration. Mark Gurman, Bloomberg's Tech Correspondent, highlights Meta's innovative strides in AI-integrated wearable tech. Finally, Chris McMahon, CEO of Aquinas Wealth Advisors, dives into the implications of expected Federal Reserve rate cuts on market dynamics.

Join Monica Guerra, a Policy Analyst at Morgan Stanley, who sheds light on the economic implications of new policies. Henrietta Treyz, Managing Partner at Veda Partners, shares insights on how executive orders affect investors and industries. Stefan Selig, former Undersecretary of Commerce, provides a unique perspective on trade policies and their market reactions. The conversation navigates immigration reforms, tax cut discussions, and the complex relationships between politics, money, and economic disparities in a vibrant political landscape.

Daryn Dodson, Managing Partner at Illumen Capital, advocates for racial and gender equity in investing, discussing the challenges and opportunities during a time of political change. Ed Price, a former British trade official and NYU senior fellow, sheds light on the shifting geopolitics under the Trump administration. They dive into the implications of Trump's inaugural address, explore the effects of executive orders on diversity initiatives, and assess the potential impacts on trade and international relations.

Padma Warrior, CEO of Fable and former CTO of Motorola and Cisco, dives into the complexities of AI integration in consumer platforms. She addresses the rise of deepfakes and the importance of human oversight in AI to steer clear of misinformation. Warrior discusses the shifting landscape of communities like BookTok, emphasizing Fable as a safe alternative. The conversation also touches on blending technology with creative storytelling and the balance between government regulation and self-regulation in tech.

Max Chafkin shares insights on the tech industry's landscape, while Sam Altman discusses the transformative journey of OpenAI and its evolving role in AI technology. Eva Doe delves into Huawei's geopolitical significance and its impact on US-China relations. Grant Hemingway explores the rise of non-alcoholic beverages and changing consumer preferences in a health-conscious world. Bernice King reflects on her father's legacy and the ongoing fight for social justice, urging a united approach to address inequality. David Berry highlights the appeal of authentic outdoor experiences in today's travel trends.

Caroline Hyde, co-host of Bloomberg Technology, dives into the Supreme Court's ruling that could lead to a TikTok ban in the U.S., highlighting national security concerns. Nina Trentmann, Senior Editor at Bloomberg News, discusses how climate change and the LA fires are reshaping the insurance industry, with losses estimated between $22 and $50 billion. Rachel Tipograph, CEO of MikMak, examines the potential fallout on advertising strategies if TikTok is shut down, exploring alternative platforms and the evolving e-commerce landscape.

Olivia White, Director of the McKinsey Global Institute, shares insights on alarming demographic shifts and their economic implications, detailing the impact of declining birth rates. Robert Garrett, CEO of Hackensack Meridian Health, discusses healthcare challenges amid political changes, including costs and innovations. They highlight the urgent need for businesses and healthcare systems to adapt strategically. The duo emphasizes technology's role in fostering economic growth and the importance of collaboration to address healthcare accessibility.