Bloomberg Businessweek

Michael Buckley, the CEO of True Religion, delves into the brand's innovative denim history and surprising growth. He reveals how sales doubled recently, hitting record profitability by pivoting from luxury to a broader demographic. Buckley shares insights into their global supply chain, emphasizing strengths in China, and discusses their shift to sportswear, which now makes up 60% of sales. He also outlines ambitious plans for category expansion beyond jeans and increased marketing efforts to connect with diverse consumers.

Ivan Feinseth, Research Director at Tigris Financial Partners, discusses earnings insights for Meta, Microsoft, and Alphabet. Kurt Wagner, a Bloomberg News tech reporter, delves into Meta's significant tax charge and its ambitious AI spending plans. Brooke May, a wealth manager, shares her investment perspective on the earnings trends. The conversation highlights potential challenges and opportunities in AI monetization, spending outlooks, and innovative products like Meta’s smart glasses, setting the stage for investor reactions and market shifts.

Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, and Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners, dive into the latest earnings reports of tech giants Microsoft and Meta. They discuss Microsoft’s soaring capital expenditures amid AI investments, despite a strong revenue beat. Ivan explains the significant tax charge impacting Meta’s net income and the company’s ambitious AI monetization. Both experts share insights on the future of cloud services and emphasize the ongoing opportunity in AI spending.

Kate Gulliver, CFO and CAO of Wayfair, shares insights on the company's strong Q3 results and stock performance. She discusses how AI initiatives are enhancing efficiency and personalizing customer experiences. Gulliver highlights trends in consumer behavior, including the growing importance of high-end products and promotional events. The conversation also touches on Wayfair’s strategy for retail expansion and loyalty programs aimed at driving repeat purchases in the competitive $500 billion home-goods market.

Danielle DiMartino Booth, CEO of QI Research and former Dallas Fed advisor, explores the rising unemployment among college graduates and the implications for Fed policy amid increased layoffs. Eric Roston, a climate reporter, discusses the costs of rebuilding after disasters like Hurricane Melissa and the shifting roles of federal and private funding. James Walker, CEO of NANO Nuclear Energy, shares insights on the timelines for small modular reactors and their potential to meet increasing electricity demands for AI and data centers.

Jimmy Wales, the founder of Wikipedia and author of The Seven Rules of Trust, dives into challenges of building an encyclopedia based on trust. He discusses how a clear purpose curbs toxicity and guides Wikipedia's moderation. Wales emphasizes reliance on credible sources to define facts and contrasts media financial pressures that polarize narratives. He suggests that newsrooms can learn from Wikipedia's transparency and neutrality practices. His insights highlight the importance of community decision-making in maintaining editorial independence.

In a thought-provoking discussion, Big Tech reporter Sarah Frier reveals Amazon's plan to cut up to 30,000 jobs amidst a wave of industry layoffs and AI-driven efficiency. Jan van Eck, CEO of VanEck, delves into the market outlook, discussing the federal deficit's impact on investments and the recent government shutdown's ripple effects. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, explores tariff uncertainties and their implications for corporate margins and consumer demand. Tune in for insights that connect tech, markets, and the future of work!

Alan Fuerstman, Founder and CEO of Montage International, dives into the booming luxury travel industry with impressive insights. He discusses the company’s expansion plans, including 14 new properties, while highlighting a growing trend in multi-generational travel. Fuerstman addresses challenges like rising labor costs and the impact of immigration policies on staffing. He also reveals Montage's focus on exceptional service, Instagram-friendly designs, and the importance of meeting high customer expectations in the competitive luxury market.

Eric Schatzker, Bloomberg's New Economy Editorial Director, discusses the $20 billion swap line with Argentina, emphasizing its geopolitical significance. Josh Green, a National correspondent, explores California Governor Gavin Newsom's political maneuvers and a pivotal ballot initiative. Gracelyn Baskarin highlights the U.S.-Australia collaboration on critical minerals to counter China’s dominance. Ty Brady from Amazon Robotics reveals advancements in warehouse automation and their impact on workforce dynamics. Chris Rauser shares intriguing wellness hacks, ensuring listeners can boost their health with ease.

Laura Dhillon Kane, Ottawa Bureau Chief for Bloomberg News, discusses Ontario's controversial anti-tariff ad campaign and its impact on U.S.-Canada trade negotiations following Trump's criticism. Mike McKee analyzes inflation trends and the potential implications for the Fed amid a government shutdown. Amy Rubenstein, CEO of Clear Investment Group, shares insights into the distressed multifamily real estate market, highlighting opportunities amidst market challenges and the dynamics between sellers and lenders.