Bloomberg Talks

Farooq Kathwari, chairman, president and CEO of Ethan Allen, a vertically integrated furniture maker with North American manufacturing and design services. He discusses keeping production in North America and its benefits. He talks about cautious consumers and shifting store traffic. He explains how vertical integration and logistics help the company absorb rising fuel and import pressures.

Martha Gimbel, Executive Director and co-founder of the Yale Budget Lab, studies fiscal policy and tariffs. She discusses historically high tariff levels, how much cost has already been passed to consumers, who currently bears the burden, and why tariff effects may only be starting to show in prices and revenues.

Jim Zelter, president at a major alternative asset manager with long experience in private credit. He defends private credit and the public–private convergence. He explains why media narratives miss the bigger financing picture. He discusses capital deployment, market dislocations and where investment opportunities are emerging.

Jeff Mason, White House correspondent known for clear political reporting, and Christina Ruffini, political broadcaster and analyst, break down Trump’s primetime Iran address. They cover claimed military progress, omitted NATO support and tight timelines. Conversation moves to legal and market ripple effects, allies’ reactions and risks for U.S. politics and regional stability.

Kevin Gordon, Charles Schwab macro strategist known for clear market framing. Liz Ann Sonders, Schwab chief investment strategist famous for big-picture market calls. They explore market reactions to the war in Iran. They discuss headline-driven risk, patience vs. knee-jerk moves, sector rotation, retail positioning shifts, and how alternatives and debt concerns shape investor questions.

Nouriel Roubini, economist and CEO of Roubini Macro Associates, offers rapid-fire geopolitical and macroeconomic analysis. He discusses two possible paths in the Iran conflict. He explains why escalation may appeal politically. He outlines military steps tied to regime collapse and sketches the oil-market shocks and stagflation risks that could follow.

Ellen Zentner, Chief Economic Strategist at Morgan Stanley Wealth Management, offers quick macro perspective and client-facing market guidance. She discusses navigating market volatility with a thematic approach. She covers oil-market impacts from the Iran conflict and how fuel costs hit lower-income households. She also contrasts spending patterns across income groups and the role of business investment and policy.

Will Ahmed, founder and CEO of Whoop, leads the wearable health-tech company from fitness band to medical sensing pioneer. He discusses Whoop’s $575M Series G and valuation, membership tiers and retention, partnerships with Mayo Clinic and Abbott, hiring and international growth, AI coaching and alerts, and an IPO timeline about 18–24 months out.

Jamieson Greer, U.S. Trade Representative and senior negotiator, discusses U.S.-China trade relations and potential talks in May. He covers tariffs and Section 301 investigations. He explains supply-chain exposure around the Strait of Hormuz and outlines rare earths strategy and Project Vault.

Nancy Lazar, Chief Global Economist at Piper Sandler, offers a crisp macro view in this conversation. She questions the strength of private job formation and teases the role of government supports. Energy price jumps and their inflationary impact get unpacked. She highlights rising productivity, CapEx incentives, and AI’s potential to boost growth. Middle East risks and bond market discipline are flagged as key concerns.