Bloomberg Talks

Karen Bass, mayor of Los Angeles and former legislator, discusses the city’s push for public transit amid rising gas prices. She talks fast-tracking permits to speed housing construction. She covers boosting filming with tax incentives, prepping for major events like the World Cup and LA28, and updates on homelessness and city services.

Ivo Daalder, former U.S. ambassador to NATO and Harvard Belfer Center senior fellow, offers concise foreign policy analysis. He discusses the 10-day ultimatum to Iran and whether it opens diplomacy or escalation. He examines the Strait of Hormuz closure, limits of military force, and NATO’s role and capabilities in current crises.

Torsten Slok, Chief Economist at Apollo, offers crisp macro views in this conversation. He discusses inflation expectations versus market signals. He explores why consumers keep spending despite falling confidence. He outlines Fed trade offs around PCE and recession risk. He examines labor market caution, oil shock timing, and the implications of record bond supply on yields and credit.

Bob Michele, Global Head of Fixed Income at J.P. Morgan Asset Management, offers a concise market-minded take. He discusses how higher real yields and energy costs are already shaping the US economy. He outlines Fed response choices amid labor and oil-driven inflation. He examines bond volatility versus equities and how oil shocks could force global central banks into action.

John Kirby, retired U.S. Navy rear admiral and former White House national security communications lead. He breaks down why Iran appears to control the Strait of Hormuz. He outlines what is needed to reopen the waterway, from ISR to countering drones and mines. He discusses risks of ground operations, the importance of strategic clarity, and why Pentagon press access matters.

Robert Kaplan, former Dallas Fed president and now vice chairman at Goldman Sachs, shares his take on monetary policy, inflation, and financial-sector risks. He discusses how geopolitical shocks affect rate-cut hopes. He urges boards to invest in AI cautiously, warns about private-credit liquidity and operational risks, and outlines early corporate AI strategies and M&A moves.

Dan Letter, CEO of Prologis and a leader in global logistics real estate, outlines trends in shipping, leasing and data center growth. He discusses customer resilience since COVID, leasing behavior under uncertainty, expanding power capacity for hyperscalers, and where Prologis is building next. Short, strategic takes on logistics, energy and large-scale data center development.

Richard Clarida, Global Economic Advisor at PIMCO and former Federal Reserve vice chair, offers a concise mini bio as a macroeconomist and policymaker. He talks about geopolitical risk and how energy shocks shape Fed decisions. He explores the K-shaped recovery, limits of proactive central banking, and AI’s role in driving physical investment like data centers.

Stephen Schork, president of the Schork Group and energy markets analyst, breaks down oil price swings and the tug between futures and physical barrels. He explains how Atlantic futures diverge from Asia’s tight supply near the Strait of Hormuz. He outlines market signals, regional shortages, and how strategic reserve releases affect different regions.

Jared Isaacman, NASA Administrator and former commercial astronaut leading human exploration, outlines a rapid return-to-the-moon push. He discusses a $20 billion, seven-year plan for an enduring lunar base. Topics include speeding industry cadence, supply-chain shifts from bespoke to templates, phased robotic-to-habitable builds, landing frequency goals, and proposals from Blue Origin and SpaceX.