Bloomberg Businessweek

Eric Trump, Co-founder and Chief Strategy Officer of American Bitcoin, shares insights on Bitcoin mining strategies and the shift to renewable energy sources in West Texas. He emphasizes the potential of mining as a hedge and his company's long-term growth plans. Elizabeth Renter, Senior Economist at NerdWallet, discusses the U.S. labor market's steady yet cooling nature and the persistent inflation pressures affecting policy decisions. Together, they navigate the complex intersections of cryptocurrency and economic trends.

Fanny Elahi, a physician-scientist and Associate Professor at the Icahn School of Medicine, dives into the FDA's decision to remove strict warnings on hormone replacement therapies. She highlights the implications for women's health as more women may be encouraged to consider these treatments during menopause. Elahi explains the flaws in previous studies around HRT risks, the importance of personalized discussions with healthcare providers, and how advancements in precision medicine are changing perceptions and acceptance of these therapies.

Chris Stansbury, Chief Financial Officer and EVP of Lumen Technologies, shares insights on the company's strategic shift towards AI-driven services. He discusses a significant $5.75 billion asset sale to AT&T and a $200 million software sourcing deal with Palantir. Stansbury emphasizes Lumen's focus on enhancing network capabilities for AI traffic while prioritizing free cash flow and cost reduction. He highlights successful partnerships with tech firms and the competitive edge Lumen gains through low-latency services, positioning the company for future growth.

Bob Michele, Chief Investment Officer at J.P. Morgan, shares insights on falling Treasury yields and the mixed state of the U.S. economy, emphasizing the challenges from tariffs and shutdowns. Tricia Tolliver, CFO of Cava, discusses the impact of shifting consumer behaviors and tariffs on company performance, while outlining plans for expansion and operational investments. Peter Atwater, president of Financial Insyghts, analyzes the K-shaped economy and its implications for social mobility, warning of risks for the affluent and the growing disparities faced by lower-income individuals.

Lisa Wright, Founder and CEO of Landings, discusses transforming rural transportation through vertiports for advanced air mobility. With 20 years in architecture and operations, she shares her vision on infrastructure needs and logistical innovations. Topics include the essential placement of vertiports, their range of costs, and initial applications like freight and emergency services. Lisa emphasizes the importance of sustainable energy solutions and partnerships with eVTOL manufacturers to catalyze regional investment and revitalization.

Eddie Ghabour, Co-founder and CEO of Key Advisors Wealth Management, shares insights on how the government shutdown could increase the odds of a Federal Reserve rate cut. Neil Dutta, Head of Economics at Renaissance Macro Research, analyzes the labor market's dynamics and the implications of inflation on employment. Josh Green, national correspondent for Bloomberg Businessweek, discusses the political fallout from the shutdown and its effects on party dynamics. Geetha Ranganathan, Senior Media Analyst, examines Paramount Skydance’s financial strategies and its competitive position in the media landscape.

Join Eric Weiner, Senior Editor at Bloomberg News, who delves into Warren Buffett's decision to step back and increase his charitable donations. Henrietta Treyz, co-founder of Veda Partners, shares insights on the potential impact of the looming U.S. government shutdown, emphasizing SNAP benefits and ACA negotiations. Allie McCartney from UBS discusses market positioning, risk-on trades, and strategies for uncertain times. Finally, Swamy Kotagiri of Magna International highlights strong Q3 results and the evolving landscape of auto demand and EV trends.

Dr. Julia Wolfson, an Associate Professor at Johns Hopkins focusing on nutrition policy, dives deep into the complex world of seed oils and ultra-processed foods. She highlights the alarming statistic that over half of U.S. daily calories come from these foods, linked to serious health issues like obesity and diabetes. Wolfson provides practical tips for parents to reduce their children's intake and discusses the challenges in distinguishing between natural and processed foods. She also weighs in on policy implications, raising concerns about government strategies and SNAP benefits.

Ryan J. Salva, Senior Director of Product at Google, discusses how AI is reshaping software development. He explains how AI assistants translate natural language into code, significantly speeding up iteration. With tools like Gemini CLI and Code Assist, engineers can experiment more freely. Salva also highlights changes in developer roles, focusing on systems thinking, and reassures that hiring remains strong despite evolving skill demands. He notes the potential for AI to modernize legacy systems, making development more efficient overall.

Rick Wurster, President and CEO of Charles Schwab, discusses the $660M acquisition of Forge Global, aiming to democratize access to private markets. Lizanne Saunders dives into market breadth, emphasizing AI-related valuation concerns and the uneven participation in gains. Fred Kanor sheds light on donor-advised funds, explaining their structure, investment options, and the flexibility they offer for charitable giving. Together, they offer valuable insights on investing strategies in a changing market landscape.