Bloomberg Businessweek

Geetha Ranganathan, a Senior Industry Analyst at Bloomberg Intelligence, dives into Netflix's impressive stock surge and strategic shifts toward advertising and international markets. Jonathan Palmer, a Senior Healthcare Analyst, discusses CVS Health's leadership change, the new CEO's challenges, and operational hurdles. Kamal Bhatia, President and CEO of Principal Asset Management, shares insights on market conditions and the impact of rising education costs on economic growth, emphasizing the need for financial inclusion in education.

Harmit Singh, CFO of Levi Strauss & Co., discusses the company's recent earnings and their evolving strategies in the competitive denim market. He reveals insights into adapting to post-COVID fashion trends and challenges like tariffs. Sarah Kate Ellis, CEO of GLAAD, highlights Spirit Day, a crucial anti-bullying initiative for LGBTQ youth, emphasizing the importance of acceptance and advocacy in today's political climate. Together, they explore the intersection of corporate responsibility and social issues.

Dan Morgan, a senior portfolio manager at Synovus Trust Company, shares his insights on Netflix's impressive third-quarter performance. He discusses the surprising addition of over 5 million subscribers despite a constrained programming slate. The conversation highlights the evolving landscape of advertising revenue and how it may shape Netflix's future in a competitive market. Morgan also touches on the challenges investors face as traditional metrics shift, underscoring the significance of subscriber dynamics and pricing strategies.

Gabrielle Coppola, a Bloomberg News Auto Reporter, reveals how BYD is taking the electric vehicle market by storm, despite challenges from the U.S. Aparna Khurjekar discusses insights from the State of Small Business Survey, highlighting tech's role in innovation. Francisco Gomes Neto of Embraer shares growth strategies amidst competitor hurdles in aviation. Jared Dillian offers market investment tips, while Aaron Kennon weighs in on rate paths and volatility, providing a comprehensive look at current economic dynamics.

Ali Kashani, CEO of Serve Robotics, discusses the rise of autonomous delivery robots making waves in urban areas like Hollywood and Santa Monica. He explains the technology behind these robots and their potential to transform delivery methods in congested cities. Richard Schenkel, founder of Restora Hospitality Group, shares insights on innovating dining services in senior living, addressing the evolving expectations of residents for modern dining experiences. Together, they explore how technology is reshaping both delivery and hospitality sectors.

Alison Williams, Senior Global Banks Analyst at Bloomberg Intelligence, shares insights on Morgan Stanley's strategic shift towards wealth management. Brad Stone, Bloomberg Businessweek editor, discusses the lack of bold ideas in the current presidential campaign and its impact on voter sentiment. Tom McGee, CEO of ICSC, offers a look into the 2024 holiday shopping intentions survey, revealing evolving consumer behaviors. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, provides perspectives on today’s market conditions, highlighting investment trends and the retail sector's adaptation to changing habits.

Mary Anne Franks, a professor specializing in civil rights law and author of 'Fearless Speech', explores the complex interplay of free speech and misinformation in today's digital landscape. Jade Huang, Chief Investment Officer at Calvert Research, discusses ESG investing and the significance of the Women's Principles after two decades. Their conversation highlights the need for responsible engagement in free speech debates, the calls for empathetic leadership in educational institutions, and the evolving nature of responsible investing driving corporate accountability.

Cheryl Pate, a Senior Portfolio Manager at Angel Oak Capital, discusses insights from major Wall Street bank earnings and trends in consumer credit. Amy Price, President at BGO, examines challenges in the commercial real estate market. Mackenzie Hawkins and Ian King analyze discussions around potential U.S. restrictions on Nvidia AI chip sales, while Jayson Bronchetti, CIO of Lincoln Financial, shares insights on the market's outlook as the elections approach, adding depth to the conversation about financial strategies and consumer behavior.

Ed Price, a Senior Fellow at New York University and former British Trade Official, shares insights from his conversations with Americans about the economy and the upcoming elections. He highlights the diverse sentiments across the country, particularly among Trump supporters. The discussion also explores the role of the silent majority in shaping electoral outcomes and examines how geopolitical tensions, like the Russia-Ukraine war, may affect U.S. foreign policy. Price reflects on American values and the impact of biases in both financial decisions and political perspectives.

Brett Pulley, Bloomberg News Atlanta Bureau Chief, dives into Georgia's evolving demographics and their impact on the political battleground, shedding light on racial and economic disparities. Julie Johnsson and Thomas Black discuss Boeing's ongoing crises, from craftsmanship issues to significant job cuts, exploring potential government intervention. Josh Reeves shares insights on the booming SMB landscape, while Michael Lohan highlights the centennial of U.S.-Ireland relations and its implications for foreign investment. Dana D’Auria wraps up with market analysis amid Fed interest rate changes.