Bloomberg Businessweek

Terry Haines, founder of Pangea Policy, and Paisley Nardini, Managing Director at Simplify Asset Management, dive into the implications of Trump's $3.3 trillion tax bill that just passed the Senate. They discuss the potential impacts on the economy, corporate influence, and market reactions. Haines shares insights on the bill's strategic aims and the importance of manufacturing incentives, while Nardini explores how political dynamics are shaping investment strategies amidst rising market volatility.

Stephen J. Cloobeck, a Democratic candidate for California governor in 2026 and former CEO of Diamond Resorts, dives into the pressing challenges facing the state. He discusses the intricate balance between regulatory measures and affordable housing amid a crisis, highlighting the need for legislative reform. Cloobeck critiques current solutions as temporary and emphasizes preparing the workforce for future demands. He also shares insights on navigating political relationships and the urgency for change in a state he deems 'broken'.

Ed Price, a Senior Non-Resident Fellow at NYU and former British trade official, joins Trish Damkroger, Chief Product Officer at HPE, to discuss Apple's potential AI transformation for Siri. They explore Apple's decision to consider integrating AI from Anthropic and OpenAI, reflecting on its struggles to compete in the rapidly evolving AI landscape. The guests highlight the implications of this strategic shift on user experience and market competitiveness, as well as Apple's stock performance amid this monumental change in approach.

Michael Harris, vice chairman and global head of markets at the New York Stock Exchange, offers a keen look at the revitalized IPO market. He discusses the impressive performance of recent high-profile listings and growing investor enthusiasm, despite geopolitical concerns. Harris also explores the strategic considerations behind IPO pricing and the launch of NYSE Texas, which could reshape capital markets. With optimism for sustained activity, he highlights how companies must adapt to the new trading dynamics driven by today’s economic landscape.

Join Kevin Kajiwara, from Teneo Intelligence, as he discusses navigating geopolitical uncertainties. Joe Wiesenthal shares insights on market trends and their political impacts. Jenny Rook, of Genoa Ventures, dives into advancements in gene editing and the challenges in venture capital. Max Chafkin critiques American exceptionalism and urban policies in NYC. Justin Ocean explores pharmacy innovations to cut prescription costs, all while highlighting a creative approach to foraging in craft breweries and the rising trend of American sake.

Josh Wingrove, Senior White House Correspondent, provides insights into the tense US-Canada trade negotiations after Trump's tariff threats. Harold J. Krent discusses recent Supreme Court rulings that expand presidential powers, raising concerns about checks and balances. Alli McCartney shares strategies for investing amidst geopolitical uncertainty, while Michael Loeb dives into the startup landscape and the importance of networking in today's volatile market. The conversation emphasizes the intertwining of legislation, economics, and global dynamics shaping investments.

Damian Garde, a seasoned health reporter for Bloomberg News, dives into the transformative efforts of RFK Jr. in reshaping U.S. vaccine regulations. The discussion highlights the recent ACIP decision to endorse only thimerosal-free flu shots, aimed at addressing public concerns despite long-standing evidence of safety. Garde explores the implications for childhood vaccination guidelines and global vaccination funding, raising critical questions about the influence of political figures on public trust and health policy.

Marc Morial, President and CEO of the National Urban League, shares insights on the shifting dynamics within the Democratic Party and Mayor Eric Adams' strategies following the rise of Zohran Mamdani. They explore the implications of Mamdani’s grassroots campaign, the impact on funding and alliances, and how Adams' identity as an independent candidate could reshape voter sentiment. Morial also discusses the challenges posed by a controversial spending bill, revealing the complex interplay between political identity and economic governance in New York City.

Max Chafkin, a Senior Reporter at Bloomberg Businessweek and co-host of the Elon, Inc. podcast, dives into Mark Cuban's potential presidential ambitions and his innovative healthcare initiatives. They explore Cuban's significant reforms aimed at lowering drug prices and his company, Cost Plus Drugs. The dynamic between Cuban and Trump is dissected, revealing their contrasting styles as billionaires. The discussion reveals how Cuban’s entrepreneurial spirit might navigate the political landscape, potentially reshaping both healthcare and politics.

Sri Natarajan discusses the perplexing case of Robert Granieri, a Jane Street co-founder who unwittingly funded a coup plot in South Sudan, thinking he was supporting human rights. Kevin Kajiwara brings insights into the geopolitical intricacies of Wall Street's unexpected involvement in international affairs. Jeanette Garretty highlights how these scenarios affect wealth management and economic stability, emphasizing the intersection of finance, global dynamics, and ethical decision-making in high-stakes environments.