Bloomberg Businessweek

Joining the conversation are Sarah Barnes-Humphrey, a supply chain guru and founder of 'Let's Talk Supply Chain,' who dives into the impact of tariffs and pandemic-driven challenges on global shipping strategies. Also, Alexis Browne Roberts, COO of Alexis Investment Partners, shares insights on market trends, highlighting the investment landscape's resilience. They discuss how automakers adapt to economic upheavals and examine innovative shifts in supply chain management and investment strategies to navigate uncertainty.

The podcast dives into Wayfair's impressive earnings, showcasing strong consumer demand, particularly in appliances. Discussions highlight the ongoing tariff concerns and their impact on trade and shipping dynamics. There’s a closer look at evolving consumer trends in the furniture market and strategies to navigate uncertainties post-pandemic. The importance of supplier relationships and resilience in pricing amidst market fluctuations also takes center stage, shedding light on a competitive landscape.

Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital, provides savvy insights into navigating current market challenges. He delves into the intricate impacts of Amazon and Apple’s latest earnings, discussing tariff implications and consumer behavior shifts. With a keen eye on Elon Musk's dual roles, Wasserman highlights investor sentiments amid Tesla's evolving focus. The conversation also touches on Eli Lilly's market dynamics and cautious investment strategies, painting a comprehensive picture of the economic landscape.

Caroline Hyde, co-host of Bloomberg Technology, dives into Amazon's recent profit forecast that disappoints and reflects mounting tariff concerns. She discusses how these trade policies may influence consumer spending and affect small businesses relying on the platform. The conversation also touches on Amazon Web Services' slower growth and the challenges of rising costs, urging a rethink of supply chains and pricing strategies. As trade tensions persist, Hyde analyzes potential shifts in consumer behavior ahead of the holiday season.

Gina McCarthy, the first White House National Climate Advisor and former EPA administrator, shares her insights on climate change amid federal opposition. She discusses the impact of energy policies that favor fossil fuels and the crucial role the EPA plays in safeguarding health and environmental standards. McCarthy also highlights the nation's transition from coal to clean energy, emphasizing grassroots initiatives and the need for collective action to drive climate progress, even when faced with regulatory challenges.

Mandeep Singh, a Senior Tech Analyst at Bloomberg Intelligence, shares insights on the robust earnings of Microsoft and Meta Platforms during a jittery economic phase. Ed Ludlow, co-host of Bloomberg Technology, emphasizes how advertising spending remains strong despite broader cuts, particularly for Meta. James Cakmak, CIO at Clockwise Capital, discusses Qualcomm's cautious revenue predictions amidst trade war concerns. The conversation underscores the adaptability of tech giants and the importance of AI investments in navigating market challenges.

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, analyzes market trends and investor sentiment following the first 100 days of Trump's presidency. Kunjan Sobhani, Senior Semiconductor Analyst, dives into developments in the semiconductor industry, discussing Nvidia's influence and the competitive landscape. Jennifer Welch, Chief Geo-economics Analyst, sheds light on the evolving U.S.-China rhetoric and its implications on global trade. Together, they explore economic policies, tech earnings, and the shifting dynamics in international relations.

Shari Redstone wanted to know what 60 Minutes was going to say next about President Donald Trump. The CBS newsmagazine aired two segments involving Trump on April 13 that angered the president, one on his plans to take over Greenland and another an interview with Ukraine President Volodymyr Zelenskiy that discussed US policy in the region. Trump immediately lashed out on social media, saying 60 Minutes should “pay a big price” for its frequent reporting on him, which he called “fraudulent.” Following Trump’s post, Redstone, who is the chair of CBS’ parent company Paramount Global, had a conversation with CBS Chief Executive Officer George Cheeks to discuss 60 Minutes’ upcoming slate of stories about the president. Redstone indicated which ones she thought were fair and those that could be problematic, according to CBS employees Bloomberg spoke with. 60 Minutes didn’t change its plans based on her feedback, the employees said. The network aired a segment Sunday about Trump’s cuts to the National Institutes of Health. Still, Executive Producer Bill Owens announced to his staff last week that he’s leaving, citing corporate interference at the most-watched TV news program in the US. The 37-year CBS News veteran said in a memo to staff that it had become clear he “would not be allowed to run the show as I have always run it. To make independent decisions based on what was right for 60 Minutes, right for the audience.” Also on Sunday night, correspondent Scott Pelley closed out the show with an explanation for Owens’ departure. “Paramount began to supervise our content in new ways,” Pelley told viewers. “None of our stories has been blocked, but Bill felt he had lost the independence that honest journalism requires. No one here is happy about it.” Owens’ exit is the culmination of months of conflict between Redstone and CBS’ news division, during which the billionaire publicly criticized its decision-making and privately pushed for leadership changes, according to interviews with almost a dozen current and former Paramount employees, most of whom asked to not be identified discussing internal company business. Redstone, Owens and Cheeks all declined to comment. Semafor reported earlier some details about Redstone’s request to hear about upcoming stories.For more on this story, Tim Stenovec and Emily Graffeo speak with Bloomberg News Entertainment Reporter Lucas ShawSee omnystudio.com/listener for privacy information.

Michael Halen, a senior restaurant and food service analyst at Bloomberg Intelligence, discusses Starbucks’ recent earnings and its strategies for recovery amidst declining sales. Michael Green, a Portfolio Manager at Simplify Asset Management, shares insights on navigating economic risks and the stock market's paradoxical gains. The conversation also touches on Eli Manning's potential bid for the New York Giants, highlighting the trend of former players moving into ownership roles and the implications of Amazon's tariff label controversy on pricing transparency.

Angela Stent, a Senior Fellow at the Brookings Institution and expert on Russia, analyzes President Trump's evolving rhetoric on Ukraine and its peculiar alignment with Kremlin narratives. Nathan Dean, a Bloomberg Intelligence analyst, discusses the stakes of proposed tax cuts and the challenges ahead for reconciliation as midterms loom. Esha Dey, Bloomberg News reporter, shares insights on Trump's first 100 days marked by significant market volatility, reflecting broader economic uncertainties. Together, they delve into the intricate dance of politics and economics shaping today's landscape.