Bloomberg Talks

Ted Sarandos, Netflix Co-CEO and longtime entertainment executive overseeing content strategy, discusses Netflix’s bid for Warner Bros. Discovery and why the deal makes long-term sense. He talks about shareholder reactions, regulatory hurdles, and how a combined company would approach theatrical releases and union commitments. Short, direct takes on strategy, structure, and industry impact.

Glenn Fogel, President and CEO of Booking Holdings and leader of Priceline and OpenTable, discusses AI competition and global travel trends. He talks about how AI will change booking tools but not fully replace complex travel operations. He explains partnerships with AI platforms, talent strategy, and why travel demand — especially among higher-income travelers — still shows momentum.

Brad Smith, President of Microsoft and tech policy leader, talks about expanding AI access in the Global South. He covers the AI adoption gap, economic risks of being left behind, and Microsoft’s $50 billion investment priorities. He also discusses hiring for AI-ready talent, retraining, and the role of Copilot and partnerships like OpenAI in scaling AI capabilities.

Todd Kahn, President and CEO of Coach, leads the brand’s global strategy with a renewed focus on Gen Z. He discusses targeting younger shoppers, pricing as a tool to attract new customers, curated product platforms to avoid ubiquity, fewer SKUs and stronger marketing, and experiential moves like Coach cafés to boost desirability.

Nouriel Roubini, economist and CEO of Roubini Macro Associates, known for forecasting crises, shares his recent Middle East travels and concerns about Iran. He discusses U.S. tech-led resilience versus China, tariffs and trade dynamics, AI-driven investment reshaping industries, skilled immigration needs, and political and economic risks ahead.

Jim Zelter, president of Apollo Global Management and longtime credit specialist. He explains Apollo's cautious, limited software exposure and underwriting approach. He discusses private credit growth concerns and confidence through credit cycles. He outlines increased US investment interest in Japan and a focus on big retirement solutions and strategic partnerships.

Nikesh Arora, CEO of Palo Alto Networks and veteran technology executive, discusses the CyberArk acquisition and how it changed the company’s guidance. He explains differing ARR accounting approaches and share dilution. Conversation also covers a large Chronosphere observability deal, why frontier labs pick external observability, and Palo Alto’s Koi acquisition for endpoint AI security.

Elie Maalouf, CEO of InterContinental Hotel Group and leader of the company’s global brand expansion, talks strategy and outlook for 2026. He reviews 2025 performance and record openings. He explains U.S. headwinds last year and why the World Cup, hiring trends, and China’s recovery fuel optimism. He unveils a new Noted Collection for premium urban leisure.

Dave Limp, CEO of Blue Origin and longtime Amazon executive, leads the company’s push for lunar landers and sustained moon presence. He discusses shifting focus from New Shepard to Moon missions. He outlines cargo-to-crew lander plans, rebuilding domestic aerospace supply chains, and the race to return by 2028. He emphasizes competition, lunar resources, and long-term lunar industry possibilities.

Mary C. Daly, President of the San Francisco Fed and labor-market economist, joins to talk AI and the economy. She discusses the uncertainty around AI's impact on productivity and inflation. Conversations cover data centers, worker reskilling, the Fed’s cautious use of AI, and how adoption could affect inequality and job composition.