Bloomberg Talks

George Noble, Noble Capital Advisors Managing Partner speaks on the so-called AI "bubble" in the market. He speaks with Bloomberg's Tom Keene and Paul Sweeney

See omnystudio.com/listener for privacy information.

Mark Hill was sworn in this week as the new mayor of Frisco, Texas — a city riding a 600% surge in population this century — and a boom in the tax base of more than 2,200% over that period. The roster of local businesses now includes Wall Street money managers, fintechs and consumer brands, drawn by good schools for employees and public safety. 

Hill discusses the challenges and opportunities of managing the city with Bloomberg’s Julie Fine.

See omnystudio.com/listener for privacy information.

Investors are reluctant to abandon the broader higher for longer narrative despite the downside surprise in June’s payrolls data. CFTC positioning showed the largest dollar long in more than a decade ahead of the release, yet the subsequent dollar selloff was relatively modest.

Dan Suzuki, iCapital Global Investment Strategist reacts. 

See omnystudio.com/listener for privacy information.

A revamp of the Federal Reserve's preferred inflation gauge could tip the scales against interest-rate increases this year. The planned changes to the personal consumption expenditures price index would have likely lowered core inflation if they'd already been applied to the latest data.

Claudia Sahm, Chief Economist at New Century Advisors, reacts.

See omnystudio.com/listener for privacy information.

Angela Stent is a senior fellow at the American Enterprise Institute (AEI), where she focuses on US-Russia policy and Russia’s relations with Ukraine, China, Europe, and the Global South. Concurrently, Dr. Stent is senior adviser to Georgetown University. She speaks on the ongoing war between Ukraine and Russia. 

See omnystudio.com/listener for privacy information.

Wolfe Research Chief Economist Stephanie Roth speaks on what she calls the "One Big Beautiful Summer" plus shocks in Iran war will have on crude oil. She speaks with Bloomberg's Carol Massar and Bailey Lipshultz. 

See omnystudio.com/listener for privacy information.

Estonia's Prime Minister Kristen Michal said the NATO summit in Ankara, Turkey, has been a positive one. He also said his country would be willing to contribute to efforts securing free passage through the Strait of Hormuz. Michal spoke to Bloomberg's Oliver Crook.

See omnystudio.com/listener for privacy information.

The International Monetary Fund left its global growth forecast largely unchanged for this year, saying that the boom in artificial intelligence helped offset the fallout from conflict in the Middle East. Petya Koeva Brooks, Deputy Director of the IMF's Research Department, discusses the updated World Economic Outlook report with Bloomberg's Dani Burger and Vonnie Quinn.

See omnystudio.com/listener for privacy information.

Ed Yardeni, president of Yardeni Research, says the flare-up of fighting with Iran rekindles market concern that rising oil prices will stoke inflation -- and force the Federal Reserve to hike interest rates. He speaks with Bloomberg's Jonathan Ferro.

See omnystudio.com/listener for privacy information.

 Former New York Governor Andrew Cuomo is starting a second act: Helping cryptocurrency exchange operator OKX and the owner of the New York Stock Exchange build a new business that merges digital and traditional finance markets. 

Cuomo, who has advised OKX on policy matters including a federal investigation that the firm pleaded guilty to, will co-chair a joint venture between OKX and Intercontinental Exchange Inc., the companies announced Monday. Trabue Bland, ICE’s senior vice president of futures exchanges, will be the other chair. 

See omnystudio.com/listener for privacy information.