Bloomberg Talks

Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth, a high-profile asset manager and market commentator. He challenges Disney's valuation and lays out a plan to split parks, streaming and ESPN. He also critiques Elon Musk’s proposal to merge X, XAI and SpaceX and discusses why consolidation might be driven by funding needs.

Cathie Wood, founder and CIO of ARK Investment Management known for active ETFs and disruptive-innovation bets. She discusses ARK’s SpaceX stake and how a potential IPO would shift public exposure. She covers why ARK uses interval funds for private shares and the challenges of adding illiquid holdings to ETFs. She also touches on dollar strength, crypto vs gold, and ARK’s succession planning.

Salim Ramji, CEO of Vanguard Group and leader of a major low-cost investment firm. He talks about Vanguard's recent fee cuts and the choices behind them. He explains why Vanguard still backs active strategies while keeping costs low. He outlines investments in tech and client service alongside pricing moves. He also touches on international growth and regulatory topics.

James Steel, HSBC chief precious metals analyst with decades covering gold, offers sharp market perspective. He discusses recent sharp sell-offs and crowded positioning. He puts today's swings in historical context and outlines HSBC's year-end outlook and scenarios. He explains why supply dynamics limit responses and how geopolitical risk shapes demand.

Stephen Miran, a former Federal Reserve Governor who focused on monetary policy and inflation measurement, discusses Fed confirmation timing and Kevin Warsh's credibility. He explains why he moderated a dissent and how broader labor indicators show cooling. He also talks about inflation quirks, balance sheet shrinkage, and what helps build consensus at the Fed.

Brian Niccol, CEO of Starbucks, who is leading a turnaround focused on store experience and menu innovation. He discusses transaction-driven growth, menu experiments like protein and energy offerings, reimagining in-store and omni-channel service, rewards relaunch, margin and cost plans, international expansion strategies, and how the company is handling union negotiations.

Thom Tillis, Republican senator from North Carolina focused on financial oversight and Fed independence, discusses blocking Fed nominations until DOJ and Supreme Court matters are resolved. He explains contingency plans for Fed leadership, why the Lisa Cook case matters, and his view of Kevin Warsh’s reputation. He also addresses timelines, communication with the White House, and preserving institutional separation.

Zohran Mamdani, elected mayor of New York City known for progressive politics, discusses a $12B fiscal shortfall larger than the Great Recession. He talks about tax-hike plans to close budget gaps. He outlines homelessness outreach during extreme cold, defenses against federal funding cuts, and efforts on public safety, housing reform, business rules and inclusive governance.

Gavin Newsom, California governor and progressive policymaker, discusses federal overreach and democracy under Trump. He reacts to federalized responses to protests. He highlights California’s record on economy, housing, energy and AI. He addresses investigations, immigration policy debates, relations with national leaders, and future political plans.

Adena Friedman, Chair and CEO of Nasdaq who guides the exchange’s tech-forward strategy. She discusses Nasdaq’s strong quarter and listing growth. She explains why big companies are switching to Nasdaq and the role of index inflows in passive ownership. She reflects on concentration risks amid AI-driven gains and the differences between today’s winners and the dot-com era.