Bloomberg Talks

Jason Smith, Republican U.S. Representative from Missouri and chair of the House Ways and Means Committee, discusses the fallout from the Supreme Court tariff ruling. He covers legal uncertainty over refunds, how tariffs affect corporate certainty, ongoing legislative trade work, and budget and homeland security funding tensions. Short, direct takes on partisan splits and policy implications.

Janno Lieber, CEO of the MTA who leads NYC transit and storm response, gives a front-line look at keeping subways, buses, and commuter rails running during a major blizzard. He covers service suspensions and safe resumption plans. He explains staffing mobilization, how buses and yards are prepared, and challenges like wind-driven drifting and clearing bus stops.

Raoul Ruparel, director at Boston Consulting Group’s Centre for Growth and former UK policy adviser, discusses Britain’s long productivity slump. He explores how major industries dragged down growth. He compares UK sectors to global peers. He examines weakening finance productivity, sectors that could revive growth, and risks and distribution challenges of AI adoption.

Paul Krugman, Nobel Prize–winning economist and CUNY professor known for trade and clear policy commentary. He breaks down tariffs as a de facto sales tax. He explores tariff revenue, limits on presidential trade power, lost leverage in deals, alternative authorities, and how tariffs nudge inflation and Fed choices.

Rob Bonta, California Attorney General and former state legislator who leads the state’s legal actions, reacts to the Supreme Court tariff ruling. He discusses relief for businesses and consumers. He explains the path for retroactive refunds and California’s potential legal steps. He outlines limits on future tariff attempts and what accountability could look like.

Dina Esfandiary, Middle East geoeconomics lead at Bloomberg Economics who studies Iran and regional security, discusses the US military buildup in the region. She explains why Iran’s reaction feels different now. She breaks down unclear US objectives, the roles of military leaders, and how Israel and Gulf states shape pressure and restraint. She explores risks of rapid escalation versus prolonged conflict.

Lindsey Piegza, chief economist at Stifel known for early calls on inflation persistence. She breaks down messy GDP signals and why final domestic sales matter. She warns inflation is stickier than hoped and explains the Fed’s bias to hold rates. She frames recovery as E-shaped and assesses fiscal boosts and shutdown costs.

Dave Townsend, trade attorney who breaks down statutory limits. Henrietta Treyz, economic policy lead who tracks market and political fallout. June Grasso, legal analyst who explains the Court’s reasoning. Tyler Kendall, Washington correspondent who covers policy reactions. They discuss the Supreme Court ruling that struck down broad tariffs. Short takes cover legal basis, market moves, refund uncertainty, and possible administrative pivots.

Andrew Puzder, U.S. Ambassador to the EU and former business executive, tackles U.S.-EU trade tensions and Parliament timing. He digs into concerns over 'Made in Europe' preferences, defense industrial integration, tariffs on steel and aluminum derivatives, and the interplay between regulation, innovation and reindustrialization.

Kate Gulliver, Wayfair CFO responsible for financial strategy and investor communications. She discusses Q4 results and momentum. She outlines customer trends and the K-shaped recovery across product tiers. She reviews store experiments, expansion plans for 2026, and how physical locations drive halo effects. She covers financing options and AI pilots for personalization and discovery.