Bloomberg Businessweek

Yasmeen Ahmad shares her insights on Google Cloud's dynamic rise and its innovative AI solutions. The discussion highlights the transformative effects of generative AI on data analysis and its implications for data professionals. How businesses like Wayfair are enhancing customer experiences through AI is explored. The podcast also delves into the challenges of integrating AI, such as trust issues and job displacement, and emphasizes the importance of adapting to disruptive technology trends in the evolving landscape.

Jon Wertheim, a noted sports journalist and 60 Minutes correspondent, shares insights on the business of tennis during the U.S. Open. Tim Bunnell, ESPN's programming VP, discusses the evolving landscape of sports media, including the shift to streaming and its impact on fan engagement. Isabelle Lee from Bloomberg analyzes market trends amid the excitement of the tournament, touching on significant stock movements. The conversation also highlights challenges in ticket pricing and mental health in sports, providing a multifaceted view of the industry's current state.

Jonathan Levin, a Bloomberg Opinion markets columnist, dives into the paradox of retail giants like Walmart and Costco. He reveals how their high valuations may pose risks, suggesting that perceived safety can invite market corrections. Levin contrasts these retailers with Nvidia’s growth potential, examining the implications of investor sentiment. He also discusses the pressures on Federal Reserve Chair Jerome Powell, emphasizing the importance of maintaining the Fed's credibility amidst political challenges.

Mandeep Singh, Global Head of Technology Research at Bloomberg Intelligence, discusses Nvidia's tepid revenue forecast and its implications for the AI investment landscape. Natasha Sarin, Yale Law professor and co-founder of the Yale Budget Lab, delves into U.S. monetary and trade policy challenges. Dana Telsey, CEO of the Telsey Advisory Group, examines the retail sector's resilience amidst market fluctuations, highlighting strategies employed by retailers to navigate changing consumer behaviors and economic pressures.

Jay Goldberg, a Senior Analyst for Semiconductors & Electronics at Seaport Research Partners, discusses Nvidia's lukewarm revenue forecast, revealing concerns over a potential slowdown in AI spending. He notes that despite Nvidia's forecast aligning with Wall Street, analysts had higher expectations. The conversation highlights challenges in the Chinese market, the impact of tech giants increasing their capital expenditures, and how internal chip development by competitors could affect Nvidia's growth prospects in a rapidly evolving landscape.

Ben Inker, Co-Head of Asset Allocation and Portfolio Manager at GMO, shares his insights on the current market dynamics impacting U.S. investors. He highlights concerns about political interference in the Federal Reserve, inflation risks, and the implications of leadership changes. The discussion also delves into the valuation of U.S. stocks compared to global markets, questioning the rationale behind their premium. Inker addresses the challenges facing U.S. companies and the effects of government involvement in private sectors, particularly defense.

Kathryn Judge, a banking law expert from Columbia Law School, joins Bloomberg News equities reporter Bailey Lipschultz to unpack President Trump's legal battle over Federal Reserve Governor Lisa Cook's ouster. They delve into the implications of presidential authority on the Fed's autonomy and highlight concerns over due process. The conversation shifts to market dynamics, where they examine investor sentiment amidst regulatory changes and trends in SPACs, while also addressing the future of tech investments fueled by AI enthusiasm.

Jennifer Lee, Senior Economist at BMO Capital Markets, dives into Elon Musk's surprising lawsuit against Apple and OpenAI, alleging they are stifling AI competition. The discussion reveals the potential antitrust implications of Musk's claims and examines how Apple's integration of OpenAI impacts consumer choices. Lee also shares insights on the resilience of U.S. consumers amid economic headwinds, highlighting job stability and wage growth as crucial factors for personal spending in today's economy. A fascinating blend of tech and economic analysis!

Katie Hubbard, Executive Vice President of Capital Markets at Walton Global, shares her insights on the U.S. real estate landscape. She discusses the surprising surge in new home sales fueled by lower prices and enticing incentives for buyers. The conversation dives into the increasing interest from institutional investors in residential housing, the impact of rising costs and regulations on builders, and the challenges of NIMBYism in data center development. Hubbard's expert analysis sheds light on the intrigues of the market as it braces for the Federal Reserve's interest rate decision.

David Lee, CFO and COO of Webtoon Entertainment, shares insights into the company's exciting partnership with Disney, which is set to integrate popular characters onto their platform. He discusses how this move has caused shares to soar and highlights Webtoon's strong financial performance. The conversation also covers strategies to engage Gen Z and Gen Alpha through diverse storytelling and innovative user experiences, showcasing how Webtoon is redefining digital comics while supporting creators with fair revenue-sharing practices.