Bloomberg Talks

Apollo Global Management CEO/Co-Founder Marc Rowan says that the Trump Administration is not wrong for enacting tariffs. He speaks at the Milken Conference with Bloomberg's Sonali Basak.

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Financial analysts were far more prepared than most CEOs for the US tariffs announced on April 2. Analysts, who serve as a proxy for the financial markets, anticipated tariffs would soon be an enormous issue, mentioning the topic 62% more often than did CEOs during Q1 earnings calls. That’s the conclusion of the second edition of the CEO Radar—a tool to help CEOs determine which issues truly deserve their time and attention. It unpacks the leading topics discussed on almost 4,900 earnings calls worldwide in Q1 2025, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by BCG Global Chair Rich Lesser and Michael Brigl, Head of BCG’s Central European practice, to discuss how tariffs are likely to have a long-term effect on corporate operations.

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Roblox’s daily users jumped 26% last quarter and CEO David Baszucki says ad revenue is growing. Baszucki discusses the company’s earnings with Caroline Hyde and Ed Ludlow.

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US Energy Secretary Chris Wright says energy for the AI arms race in the US will come from natural gas, nuclear and coal. He discusses this and reflects on President Donald Trump's first 100 days in office with hosts Ed Ludlow and Caroline Hyde

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Chevron CEO Mike Wirth discusses current oil prices, and the company's strong quarter. He speaks with Bloomberg's Alix Steel.

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National Council of Economic Advisors chairman Stephan Miran discusses the latest jobs report, his expectations for a trade deal with China and the possibility of a new tax deal. He speaks with hosts Jonathan Ferro and Annmarie Hordern.

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New Century Advisors chief economist and former Federal Reserve economist Claudia Sahm discusses the latest jobs data and the likelihood trade tensions and the current state of the economy could lead to a recession. She speaks with hosts Tom Keene and Paul Sweeney

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Port of Los Angeles executive director Gene Seroka shares his outlook for shipping and imports amid growing trade concerns. He speaks with hosts Tom Keene and Paul Sweeney

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Blue Owl Capital co-CEO and co-founder Marc Lipschultz discusses the company's data center business, his excitement for The Stargate Project, a private-sector initiative to build AI infrastructure, and his views on packaged assets in the credit market. He is joined by Bloomberg's Scarlet Fu and Sonali Basak.

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Gene Munster, Deepwater Asset Management co-founder and managing partner, discusses his expectations for both sets of earnings and offers his outlook for the two tech giants. Gene speaks with Tom Keene and Paul Sweeney on Bloomberg Radio.

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