Ed Ludlow

David Stubbs, a macro strategist focused on energy and portfolios. Terry Haynes, a geopolitical analyst on U.S. diplomacy. Martha Gimbel, a public finance expert on tariffs. Ed Ludlow, a tech reporter at Cape Canaveral on Artemis. They discuss surging oil and energy shocks, portfolio positioning and private credit risks, U.S. foreign-policy tradeoffs, tariff costs and uncertainty, and Artemis mission trajectory and risks.

Elise Giuliano, Columbia political scientist analyzing the four-year Russia–Ukraine stalemate. Ed Ludlow, Bloomberg Tech reporter breaking down Meta’s AMD compute deal and chip/data center implications. Lauren Goodwin, economist and market strategist on inflation, tariffs and macro risks. They dive into private credit strains, AI-driven compute races, inflation pressures, and geopolitical negotiation challenges in short, sharp conversations.

Ed Ludlow, Bloomberg Tech co-host covering tech and autos on the ground. James Chakmok, CIO at Clockwise Capital with portfolio and big-tech investment perspective. Anurag Rana, BI senior tech analyst focused on cloud and AI research. They discuss Microsoft’s Azure growth and record spending. They examine Meta’s ad strength and rising capex. They unpack Tesla’s surprise xAI funding and robo-taxi plans.

Catherine Owen Adams, CEO of Acadia Pharmaceuticals, talks regulatory setbacks, EU vs FDA differences, and strategy for rare-disease drugs. Ed Ludlow, Bloomberg Tech co-anchor, breaks down Nvidia’s $1 trillion AI-chip forecast, customer mix, and the Vera Rubin hardware push. Multiple short segments cover chip demand, inference platforms, and competitive pressures.

Ed Ludlow, a Bloomberg Tech co-host and commentator, dives into the recent performance of Apple and Amazon. He highlights Apple’s mixed results, with strong overall revenues but disappointing sales in China. Ludlow discusses the strategic challenges Apple faces in the competitive Chinese market and its reliance on services for growth. On the flip side, he analyzes Amazon's impressive AWS growth, attributing it to renewed investor confidence and discussing its AI ambitions, particularly with the development of custom chips.

Richard N. Haass, a foreign policy expert and former diplomat, discusses U.S. strategies for Venezuela, focusing on oil access and regional stability. Ed Ludlow, a tech journalist, explores the potential arrival of robotaxis in 2026, highlighting industry competition and differing business models. The conversation also touches on New Zealand's subsidy-free farming model and its implications for agricultural practices, alongside the rise of ultra-luxury Mount Everest expeditions, raising questions about ethics and accessibility in adventure tourism.

Mark Gurman, Bloomberg's go-to Apple reporter, breaks down why iPhone 17 demand shattered records. Ed Ludlow, tech analyst in San Francisco, parses the earnings beats, supply-chain leverage and AI partnerships. Lauren Goodwin, economist and market strategist, covers macro risks and dollar moves. They dive into China’s rebound, memory-cost defenses, AI bets and what this means for leadership and product strategy.

Ed Ludlow, a tech reporter based in San Francisco, discusses SoftBank's sale of its Nvidia stake to invest in AI. Geetha Ranganathan reviews Paramount Skydance's mixed earnings and strategic cost-cutting in media. Justin Teresi explains a landmark Visa/Mastercard settlement worth $38 billion and its potential impact on merchants. Matthew Palazola reflects on Warren Buffett's decision to step back from the public eye and what it means for Berkshire Hathaway's future, following their massive cash reserves.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

Ron Westfall, HyperFRAME infrastructure and networking VP with data center expertise. Ed Ludlow, Bloomberg Tech co-host and tech reporter. They dig into Meta’s higher CapEx and investor jitters. They cover Microsoft’s Azure growth and AI guidance, Amazon’s heavy data-center spend, and Alphabet’s cloud momentum and Gemini adoption. Fast-paced breakdown of big tech moves and cloud competition.