Bloomberg Talks

Wells Fargo CFO Mike Santomassimo discusses the bank's third-quarter earnings and the outlook for M&A with Bloomberg's Scarlet Fu. 

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KKR Partner Alisa Wood tells Bloomberg's Dani Burger that she sees a record year for PE exits. 

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Michael Saylor, founder and executive chairman of Strategy Inc., joined Bloomberg's Tim Stenovec and Carol Massar on "Bloomberg Crypto" to discuss how Bitcoin is entering a new bull market supported by friendlier U.S. regulation, rising banking adoption, and growth in tokenized securities.

He framed Bitcoin as “digital capital” delivering roughly 40% annualized returns since 2020 and forecast 20–30% annual growth over the next two decades, with prices returning above $100,000 this cycle. Saylor defended Strategy’s small June Bitcoin sale as necessary “structured finance” to support its high-yield digital credit product, targeting 10–12% returns. He dismissed potential MSCI index exclusion as minor and said stalled federal legislation actually removed restrictive provisions, allowing more favorable agency guidance to drive industry expansion.

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Federal Reserve Governor Christopher Waller said the surge in long-term US Treasury yields is helping to curb demand in interest-rate-sensitive sectors such as housing and automobiles, doing some of the work of tighter monetary policy. In a conversation with Bloomberg's Saleha Mohsin at the Bloomberg's New Economic Forum, Waller said higher yields are "doing a little bit of the work" of tighter monetary policy, although that isn't the Fed's intention.

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Blackstone President Jonathan Gray told Bloomberg's Yvonne Man that India's prospects for investors remain strong despite near-term headwinds. He highlighted 7%-plus economic growth, favorable demographics, and a pro-growth government as enduring drivers that keep the country's long-term outlook exceptionally bright.

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Lockheed Martin Corp. unveiled a new missile interceptor designed to outperform its most capable Patriot variant, as the US Army seeks to expand its air defense capabilities against increasingly sophisticated threats like hypersonic missiles. The Army has selected Lockheed Martin to advance to the next stage of the missile’s development, with testing expected to begin in 2027 and potential deployment in 2031/ Tim Cahill, Lockheed Martin’s president of Missiles and Fire Control speaks with Bloomberg's Carol Massar and Tim Stenovec. 

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Cisco President Jeetu Patel joins Ed Ludlow to discuss Cisco's partnership with Nvidia on next generation pluggable optics. He says its like having the exact same highway but many more cars can go through. He adds that they will provide a lot more bandwidth and efficiency

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CFRA Director of Equity Research Ken Leon previews this week's big bank earnings with Bloomberg's Tom Keene and Michael Ball. 

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Stellantis CEO Antonio Filosa, speaking with Bloomberg’s Caroline Connan on the sidelines of the Paris Motor Show, ruled out a company split and the sale of the Maserati plant. He called for regulation to ensure a level playing field as EU moved to limit imports of hybrid cars from China. Carmakers are gathering at a pivotal moment for one of Europe’s key industries. After decades of dominance by the likes of VW, Mercedes-Benz and Renault, upstart Chinese rivals are eating into their share of the global market.

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Renault Chief Executive Officer Francois Provost discusses Nissan's overhaul plan, which he says is "good," but adds that the automaker will have to "boost up" a bit its transformation to get on top of the industry's challenges. Provost speaks with Bloomberg’s Caroline Connan at the Paris Motor Show.

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