Bloomberg Businessweek

Omair Tariq, CEO and founder of Cart.com, dives into the dynamic logistics landscape shaped by a global trade war. He shares insights on navigating order fulfillment challenges and the impact of tariffs on consumer sentiment. The conversation also touches on strategic expansions through acquisitions and supporting mid-market retailers. Most intriguingly, Omair discusses how AI is revolutionizing brand growth while ensuring sustainability, along with the complex hurdles faced by brands in international markets.

Dan Ives leads global tech research at Wedbush Securities, sharing insights on NVIDIA's milestone $4 trillion market cap and its AI implications. Brian Fairbanks discusses Trex's sustainable decking amidst evolving consumer preferences. Ty Brady highlights Amazon's robotics revolution and its impact on workplace productivity. Laura Bliss tackles America's recycling myths while Sam Zussman talks about WNBA expansion and the Barclays Center's entertainment evolution. Lastly, Stephen Silver explores dynamics in the luxury jewelry market against a backdrop of trade policies.

Josh Wingrove, a senior White House correspondent at Bloomberg News, discusses President Trump's escalating trade tensions with Canada, including a proposed 35% tariff that could shake markets. Nick Wadhams, Bloomberg's National Security Team Leader, delves into the international implications of these tariffs, particularly on Vietnam. Harmeet Singh, Chief Financial and Growth Officer at Levi Strauss, highlights how his company navigates these challenges, including a positive revenue outlook amidst uncertainty in trade policies.

Randall Atkins, Chairman and CEO of Ramaco Resources, discusses the groundbreaking Brook Mine project, the first rare earth mine in the U.S. in over 70 years. He highlights the mine's potential to boost America's critical mineral supply and energy independence. The conversation dives into innovative extraction techniques using softer coal and collaborations with national labs to enhance efficiency. Lastly, the strategic implications for U.S. supply chains and the environmental considerations tied to rare earth mining are thoroughly examined.

James Litinsky, the dynamic CEO of MP Materials Corp., dives into a groundbreaking multibillion-dollar deal with the Pentagon to boost the U.S. rare earth magnet supply chain. Sheila Kahyaoglu shares insights on the airline industry's recovery, discussing Delta's promising outlook. Kurt Wagner highlights advancements in AI, focusing on concerns around Elon Musk's Grok chatbot and market reactions to industry changes. Together, they explore the intersection of national security, economic growth, and technological innovation.

Mark Dixon, CEO of International Workplace Group, shares insights on the evolving commercial real estate market and the trends shaping hybrid work. He discusses the shift towards flexible office solutions as companies adapt to new work dynamics. The conversation addresses the power shift in labor markets and how businesses are rethinking their office needs. Dixon also elaborates on the innovative strategies landlords are adopting to cater to remote work preferences, sparking interest and potential growth in the market.

Dan Ives, the Global Head of Technology Research at Wedbush Securities, dives into Linda Yaccarino's abrupt resignation as CEO of X after two tumultuous years under Elon Musk. He discusses the fallout from Yaccarino's attempts to stabilize advertising revenue amid controversy. The conversation also touches on the shift in corporate dynamics at Tesla, the implications of new U.S. trade policies, and the explosive growth of Nvidia as it surpasses a $4 trillion market cap, all while navigating a complex geopolitical landscape.

The rush is on as Ripple Labs and BitGo aim for national bank charters, signaling a significant shift in how crypto firms engage with traditional finance. The discussion delves into the challenges and opportunities of merging digital assets with established financial systems. Additionally, the podcast highlights how companies like Chime operate outside conventional banking structures and explores the implications of these evolving regulations. With major banks showing interest in stable coins, the future of finance is undeniably transforming.

Guests Joe Deaux, Bloomberg's Economic Statecraft reporter, Ellen Wald, consulting president and Atlantic Council fellow, and Mark Gurman, consumer tech managing editor, delve into Trump’s aggressive tariff strategies. They discuss the implications of new tariffs on copper and pharmaceuticals, analyzing potential impacts on domestic industries and global trade dynamics. The conversation also touches on the ripple effects of these tariffs on supply chains, consumer prices, and the stock market, alongside broader economic relations with countries like China.

Sam Zussman, CEO of BSE Global, oversees the Brooklyn Nets and New York Liberty, focusing on innovative fan experiences. He discusses the vibrant culture of Brooklyn as a launchpad for expanding sports and entertainment. Zussman highlights the WNBA's growth, including additions of teams in key cities by 2030. He emphasizes the importance of enhancing fan experiences in modern venues and how evolving consumer preferences prioritize experiences over material goods. Additionally, he touches on current negotiations in the WNBA for better player benefits.