Bloomberg Businessweek

Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek."Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio. You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News. Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BWSee omnystudio.com/listener for privacy information.

Susan Berfield, a Senior Investigative Reporter at Bloomberg Businessweek, uncovers the ethical challenges in the global fertility market, where egg donation raises issues of consent and exploitation. Liz Centoni from Cisco discusses the intersection of AI and customer experience, highlighting the hurdles in AI integration for organizations. Erik Hirsch of Hamilton Lane shares insights on private markets, emphasizing AI's transformative potential in tech investments. Together, they explore how Broadcom's valuation boom reflects the burgeoning demand for AI technology.

Chris Miller, an Associate Professor of International History at Tufts University and author of 'Chip War,' dives into the geopolitical dynamics of the semiconductor industry. He discusses how rising tariffs and U.S. policies under Trump are reshaping the tech landscape. The conversation explores Broadcom's influential role in AI chip design and its competition with NVIDIA. Miller emphasizes the strategic importance of semiconductors in global politics, highlighting their profound implications for national security and economic stability.

Anil Chakravarthy, President of Digital Experience Business at Adobe, shares insights on the company's disappointing sales outlook and concerns about AI disruption. He discusses Adobe's AI strategy and potential impacts on their market position. Frances Katzen, Founder of The Katzen Team at Douglas Elliman, provides a deep dive into the New York City real estate market, reflecting on recent arrests and the challenges they pose to the industry. Together, they explore the future of tech and real estate amid evolving landscapes.

Trinny Woodall, CEO and founder of Trinny London, shares her entrepreneurial journey from media star to beauty mogul. She discusses the importance of closing the gender gap in VC funding and the unique challenges female founders face in pitching to investors. Trinny emphasizes the role of brands in empowering women and the necessity of adapting communication for investor expectations. She also explores the impact of social media in building community and brand loyalty, especially as UK beauty brands navigate the US market.

Tim Craighead, a Senior European Strategist at Bloomberg Intelligence, discusses key insights from Bloomberg's 50 Companies to Watch in 2025. He delves into innovative players like Broadcom and Tesla, examining their growth strategies amid shifting market dynamics. The conversation highlights the impact of AI on various sectors and the challenges faced by major companies like Airbus. Additionally, Tim sheds light on the broader economic landscape influenced by U.S. inflation rates and the Federal Reserve's potential interest rate cuts.

Tae Kim, a Senior Technology Writer for Barron’s and author of 'The NVIDIA Way', discusses Nvidia's explosive growth and influence on the tech world. He delves into the company's transformation from a gaming firm to a powerhouse in AI, emphasizing its innovative strategies and the pivotal role of CEO Jensen Huang. Kim highlights Nvidia's unique corporate culture and strategic dominance in industries like gaming and healthcare. The conversation also touches on leadership's impact on company identity and the future potential of AI technologies.

Cristina Lindblad, Global Economics Editor, analyzes how Trump's presidency could reshape economic and foreign policies. Fran Katsoudas from Cisco discusses the company's strategic responses to changing U.S. government policies. Mark Gurman shares insights on Apple's innovative satellite connectivity for its smartwatch. Rob Thummel provides a deep dive into the evolving electric vehicle market landscape. Lastly, Melissa Otto evaluates the influence of tech stocks on the S&P 500's performance, especially highlighting NVIDIA's impact.

Brendan Coughlin, Vice Chairman and Head of Consumer Banking at Citizens Financial Group, shares strategic priorities aimed at reshaping consumer banking by 2025. He discusses post-COVID trends, highlighting shifts in spending patterns and the impact of interest rates on mortgage refinancing. Coughlin also addresses the industry's move to private banking offices, aligning with the evolving needs of consumers. Manuel Muñiz, Provost of IE University, adds insights on the need for diverse educational experiences in business amidst global challenges.

In this discussion, Matt Schulz, Chief Credit Analyst at LendingTree, reveals that Americans are increasingly in favor of capping credit card interest rates, reflecting growing concerns about consumer debt. Alan Zafrin, Co-CEO at IEQ Capital, offers a detailed analysis of the stock market and economic outlook, emphasizing the interplay between elections and market dynamics. Together, they highlight the urgent need for financial reform and the evolving landscape of personal finance in response to rising economic challenges.