Bloomberg Talks

A sharp conversation about US-Europe ties, framed as a shared Western civilization worth defending. Discussion of NATO’s need to adapt to 21st century challenges and the balance between criticism and alliance solidarity. Warnings about deindustrialization and fragile supply chains. Views on engaging with China while avoiding needless conflict and on Ukraine’s war and negotiation prospects.

Mark Kelly, U.S. Senator from Arizona and former Navy aviator active on defense and intelligence issues. He talks about allied concerns over U.S. policy in Munich. He discusses potential military actions near Iran and assessments of strikes on Iran's nuclear program. He also covers legal fights over free-speech claims and debates over DHS, ICE accountability, and funding talks.

Dr. Adam Posen, president of the Peterson Institute and global macro expert, offers a brisk look at inflation and the world economy. He discusses why small CPI misses matter less, how fiscal stimulus could raise inflation risks, and scenarios that might push inflation above 4% by 2026. He also weighs Fed reactions, demographic shifts, and AI’s uncertain labor effects.

Elissa Slotkin, U.S. Senator from Michigan and former Pentagon and intelligence official, discusses U.S.-Europe relations and restoring trust with allies. She addresses tariffs and bipartisan pushback, cooperation with Europe on China, and concerns about threats to democratic institutions. Brief, urgent takes from the Munich Security Conference.

Senator Thom Tillis, a North Carolina Republican known for banking and tech policy, discusses the Federal Reserve nomination standstill amid a DOJ probe. He tackles U.S.-China economic concerns and investor access. He also explores AI leadership, national data rules to avoid patchwork, and pressing NATO spending and transatlantic tensions.

Jim Caron, Morgan Stanley Investment Management portfolio solutions CIO known for macro and fixed-income expertise. He discusses limited contagion from the recent software selloff. He outlines a rotation from mega-cap tech into cyclical value. He covers drivers of goods versus services inflation and the outlook for 10-year yields and Fed policy.

Tekedra Mawakana, Co-CEO of Waymo and leader on scaling autonomous vehicle ops, talks global expansion, a $16B fundraise, and city-by-city launch challenges. Short takes cover regulatory hurdles in New York, London and Tokyo, fleet and tech tradeoffs, safety incidents and investigations, simulation versus real‑world testing, and ambitions for millions of paid trips.

Peter Navarro, senior counselor on trade and manufacturing and former White House trade adviser, defends tariff-driven trade shifts. He discusses reevaluating USMCA, concerns about tariff avoidance via Mexico and Canada, and calls for country-specific tariffs. He also critiques the House vote on Canada levies and links tariffs to jobs, inflation, and electoral strategy.

French Hill, U.S. Representative from Arkansas on financial and policy committees. He discusses the House vote on Canadian tariffs and strategic reasons behind party floor control. He urges prioritizing USMCA renewal and flags trade frictions like dairy, lumber, autos and tech. He talks about using tariffs selectively, balancing affordability, and bipartisan housing, banking and crypto reforms.

Tekedra Mawakana, co-CEO of Waymo and leader of its commercial expansion, fundraising and safety strategy. She talks about Waymo's $16 billion raise and plans to scale to 20 cities. She discusses vehicle rollouts, regulatory hurdles in New York and London, international partnerships in Japan, and safety systems and simulations that guide deployments.