Bloomberg Talks

Lael Brainard, former Fed vice chair and NEC director now at Georgetown, shares her take on recent Fed moves. She discusses Powell’s Supreme Court appearance and what it signals for central bank independence. She outlines political pressure around choosing a new Fed chair. She explores the Fed’s focus on aggregate labor amid an AI-driven, K-shaped recovery.

Abby Joseph Cohen, Columbia Business School professor and former Goldman Sachs chief U.S. investment strategist, shares market-minded observations. She discusses why U.S. equities still look compelling. She weighs valuations against earnings support. She flags policy risks from trade, fiscal moves and a weaker dollar. She recommends diversifying beyond U.S. leaders into markets like Japan, Korea and India.

Daniel Florness, CEO of Fastenal and longtime industrial-distribution leader. He discusses Minnesota CEOs calling for calm and leaders’ duty to de-escalate tension. He reviews mixed industrial signals, signs of localized strength, shifting sourcing away from China, rising nearshoring in North America, and how AI and data are improving supply visibility.

Stephanie Guild, Chief Investment Officer at Robinhood Markets, offers a quick take on retail investor behavior and equity flows. She discusses the surge in European equity ETP demand and why U.S. users stick to familiar tech and AI themes. Short shifts in rates and incentives could broaden winners beyond post-COVID tech.

Baker Hughes shares are in focus after the company beat earnings expectations—doing it in a sluggish energy environment. The energy services giant is navigating shifting markets and rising geopolitical pressures, and remains a key player in the sector’s next phase. CEO Lorenzo Simonelli joined Bloomberg Open Interest to talk about the results and what’s ahead.See omnystudio.com/listener for privacy information.

Janno Lieber, Chair and CEO of the MTA who oversees New York City’s subways, buses and commuter rails. He discusses the agency’s storm response and how 15,000 workers kept service running. He covers current subway and bus status, commuter rail scheduling tips, icing and de-icing tactics, and financial caution around proposals like free bus service.

Harvey Mason Jr, Recording Academy chief and veteran music producer, talks Grammys, nominees and how the show supports artists. He reflects on last year’s challenges and fundraising after the LA fires. He highlights stars, diversity, standout newcomers and the evolving broadcast strategy to reach new audiences.

Nicole Malliotakis, Republican U.S. Representative from New York and the only GOP member in the city, talks district re-mapping and a recent court ruling. She discusses whether Mayor Zohran Mamdani’s storm response is a political test. FEMA workforce cuts and New York’s storm preparedness are also debated.

Richard Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, offers a crisp mini bio as a monetary policy and markets veteran. He discusses US economic resilience and a 2025 growth outlook. He outlines uneven, K-shaped recovery dynamics and corporate caution. He reviews likely Fed chair contenders, market reactions to nominees, and Fed independence.

Tony Sage, CEO and Executive Chairman of Critical Metals, a seasoned mining executive leading rare earth projects in Greenland. He discusses building a pilot facility and long-term permits. He focuses on heavy rare earths like terbium and tantalum. Talks include U.S. financing interest, offtake splits with the U.S. and EU, and planned refining partnerships.