Bloomberg Businessweek

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.

In this discussion, George Ferguson, a Senior Aerospace Analyst, highlights that ongoing government shutdowns could lead to doubled flight cancellations and increased travel disruptions. Alexis Browne-Roberts, COO of Alexis Investment Partners, shares insights on how market volatility may affect investment strategies and the importance of diversification. Rick Smith, CEO of Axon Enterprise, explores the company's growth trajectory amid stock volatility, emphasizing a strategic shift towards software and AI services while addressing ethical concerns around surveillance.

Dr. Susan J. Blumenthal, a former Assistant U.S. Surgeon General and women's health advocate, discusses the alarming effects of the government shutdown on ACA premium tax credits, potentially leaving millions uninsured. She highlights the strides made in women's health research, particularly in clinical trials, while addressing innovative technologies for breast cancer detection. Blumenthal also shares exciting projects from the MIT Media Lab, including a bra-mounted ultrasound patch aimed at advancing women's health interventions.

Rick Wurster, President & CEO of Charles Schwab, discusses Schwab's strategic acquisition of Forge Global, aimed at enhancing client access to private markets. Kevin Gordon analyzes the implications of a potential US government shutdown on labor markets and investor sentiment. Kayla Culver emphasizes the importance of regulatory compliance for advisors in an evolving landscape. Mike Townsend explores how Washington politics influence market dynamics and the need for investors to differentiate between emotional responses and factual risks.

Richard Francis, the President and CEO of Teva Pharmaceuticals, dives into the company's impressive shift toward branded medications, highlighting a notable 33% growth in that sector. He discusses how this strategy, contrasted with a decline in generics, led to a quarterly revenue surprise of $4.48 billion. Richard also covers ongoing pricing negotiations for Austedo and the challenges faced in the active pharmaceutical ingredients sale process, providing insights into Teva's future trajectory in the biopharma landscape.

Rick Wurster, President & CEO of Charles Schwab, reflects on retail investors' role in the market and how Schwab is attracting Gen Z. Lizanne Saunders discusses narrow index gains, the impact of AI on productivity, and the necessity of adaptation for workers. Omar Aguilar emphasizes strong corporate balance sheets and the risks of speculative trading. Kathy Jones analyzes the bond market and hidden risks in private credit, shedding light on the Fed's cautious navigation amidst mixed economic signals.

James Walker, CEO of NANO Nuclear Energy, leads innovative efforts on the KRONOS micro modular reactor, while Will Wade brings his expertise as a Bloomberg News energy reporter. They dive into the challenges and potential of advanced nuclear technology. Key topics include the U.S. nuclear construction landscape, the historical context of reactor closures, and the competitive global nuclear market. They also discuss ambitious timelines for the first small modular reactors and the interplay between immediate energy demands and future nuclear solutions.

Gillian Wolff, a global equity strategist at Bloomberg Intelligence, shares insights on market volatility and the risks of AI-driven rallies. Kathy Wylde, President and CEO of the Partnership for New York City, dives into the forthcoming NYC mayoral election, emphasizing public-private collaboration and fiscal policies. Mark Dixon, founder of IWG, discusses the booming demand for flexible workspaces and trends in global real estate, revealing how companies are adapting to new workplace preferences.

Dr. Christina Smolke, co-founder and CEO of Antheia, is on a mission to transform pharmaceutical production. She discusses the risks of U.S. reliance on foreign active pharmaceutical ingredients and how Antheia's innovative yeast fermentation technology can ensure domestic drug availability. Christina explains the unique process of programming yeast to produce critical medicines and reveals that Antheia has successfully launched its first product. She emphasizes their focus on resolving essential drug shortages and the rigorous safety standards governing their biosynthetic ingredients.

Max Chafkin, a senior reporter at Bloomberg Businessweek, dives into Palantir's remarkable earnings and its role in the AI landscape. Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, analyzes AI-driven market trends and offers keen portfolio strategies amid rising valuations. Adam Goldstein, CEO of Archer Aviation, shares insights on the commercialization of eVTOL technology, upcoming launches, and operational challenges. Together, they unpack the intersections of technology, finance, and innovation shaping the future.