Bloomberg Talks

Richard Bernstein Advisors CEO Richard Bernstein says "the Fed is caught between a rock and a hard place. GDP forecast has been downward, but inflation expectations seem poised to accelerate." Bernstein spoke with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

See omnystudio.com/listener for privacy information.

Former Treasury Secretary Lawrence Summers warned that the US is now likely headed toward a recession, and two million jobs could be lost due to President Donald Trump's tariffs. He is joined by Bloomberg's David Westin.

See omnystudio.com/listener for privacy information.

White House Council of Economic Advisors Chair Stephen Miran says President Doanld Trump’s tariff plan could be “either” a negotiation or the new rules of the game, depending on whether countries “offer the right things to persuade the president.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.

See omnystudio.com/listener for privacy information.

Paul Krugman, Economist and long time NY Times columnist, discusses tariffs, trade wars, and his take on political influence in the markets. He speaks with Bloomberg's Tom Keene and Paul Sweeney.

See omnystudio.com/listener for privacy information.

Peter Oppenheimer, chief global equity strategist at Goldman Sachs, discusses the likelihood of tariffs sparking a US recession. He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.

See omnystudio.com/listener for privacy information.

Senator Elizabeth Warren lashed out at President Donald Trump’s sweeping global tariffs, saying they risk throwing millions of Americans out of work saying, “One person has started the dumbest trade war in the history of America." Warren called tariffs an important tool for bringing key supply chains back to the US but said Trump’s barrage of levies have pushed the country to the edge of a recession, with more damage being done every minute they are in place. She spoke with hosts Joe Mathieu and Kailey Leinz.

See omnystudio.com/listener for privacy information.

BlackRock CEO Larry Fink speaks with Bloomberg's Erik Schatzker at the Economic Club of New York. Fink says he wouldn’t rule out another 20% drop in the market, but he views it as another long-term buying opportunity.

See omnystudio.com/listener for privacy information.

Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, discusses her note this morning on why full recession pricing could send the S&P to 4,200. She speaks with Bloomberg's Tom Keene and Paul Sweeney.

See omnystudio.com/listener for privacy information.

As dozens of countries worldwide have held national elections in the past year, a new global agenda has emerged that is focused more on trade and taxes, and less on environmental and cultural issues. That’s the conclusion of the first edition of the CEO Radar—a new tool that explores the leading topics discussed on almost 4,700 earnings calls worldwide in Q4 2024, enabling chief executives to compare their agendas to those of their peers, and to the market’s expectations. On this first episode of the CEO Radar Podcast, Edward Adams of Bloomberg Media Studios is joined by Christoph Schweitzer, CEO of BCG, and Judith Wallenstein, head of BCG’s CEO advisory practice, to unpack the stories behind the data, based on their one-on-one conversations with CEOs.

This episode is sponsored by BCG.

See omnystudio.com/listener for privacy information.

Oaktree Capital Management Co-Chairman Howard Marks discusses the present moment, the market selloff, and the changes brought to trade through tariffs. He speaks with Bloomberg's Lisa Abramowicz.

See omnystudio.com/listener for privacy information.