Bloomberg Talks

Max Levchin, fintech entrepreneur and CEO of Affirm, who is steering the company through rapid growth and global expansion. He talks about hitting major volume milestones and why $100 billion is the next target. He explains agentic commerce and a Google partnership. He outlines a build-first approach to scaling rather than relying on acquisitions.

Jamie Dimon, longtime JPMorgan Chase CEO who steered the bank through 2008, warns markets show too much exuberance. He discusses AI’s transformative role and related cybersecurity risks. He highlights geopolitical pressures, oil and supply concerns, and splits in U.S. consumer strength. He also addresses U.S.-China ties, European strategy and how firms plan for defense and resilience.

Edward Yardeni, president of Yardeni Research and market-focused economist, offers concise market and earnings analysis. He explains why strong earnings can sustain a bull market despite worries. He highlights improving earnings breadth beyond mega-caps and suggests rotation opportunities into mid- and small-caps and financials. He contrasts real-time analysis with rigid quant models.

Jeff Kipp, CEO of Angi and product/tech leader guiding its AI pivot. He explains why Angi is rebuilding its platform, how AI will enhance homeowner interactions with natural language and photos, tools to boost pros’ sales and follow-up, and the timeline and funding plan for the AI-first transition.

Jeffrey Hirsch, President and CEO of Starz and advocate for focused streaming, explains why Starz stays independent and targets women and underrepresented audiences. He discusses pricing as a complementary service, how industry consolidation shapes distribution, and the studio's emphasis on building franchise IPs and spinoffs to lower risk and retain viewers.

Elisabeth Reynolds, MIT professor studying priority technologies and policy, and Simon Johnson, MIT economist focused on crises and policy, discuss six sectors shaping U.S. tech leadership. They cover semiconductors, critical minerals, AI implementation versus research, quantum risks, talent pipelines and funding, and the dangers of waning industrial policy and financial fragility.

Jim O'Neill, former Goldman Sachs chief economist and ex-UK Treasury minister, discusses UK politics and markets. He weighs leadership stability versus churn. He explains how comments from regional figures rattle gilt markets and why local devolution matters. He calls for a quickly believable growth plan, warns about Reform Party fiscal risks, and critiques the pension triple lock.

Gary Gensler, former SEC chair and MIT professor known for financial regulation, discusses why quarterly reporting sustains market transparency and valuations. He explains political pressure for semiannual reports, the SEC rulemaking timeline, and the history of quarterly filings. He also covers disclosure timing, enforcement challenges, U.S.-China market access, and insider-trading concerns in oil markets.

David Risher, CEO of Lyft, leads the ride-hailing company through international expansion and product strategy. He discusses record bookings and why Lyft is spending to grow. Topics include ride volume patterns and weather effects, autonomous vehicles as a growth vector, rewards and younger riders, overseas M&A, support for drivers amid fuel pain, and widespread AI adoption in engineering and support.

Michael Intrator, Chairman and CEO of CoreWeave, a cloud infrastructure provider for AI workloads. He discusses the company’s strong quarter, why the stock pulled back after high expectations, and how infrastructure build-out will boost margins. Talks include client diversification beyond OpenAI, big deals with Meta and Anthropic, NVIDIA partnership as validation, and data‑center expansion and delivery plans.