Bloomberg Talks

Scott Kirby, CEO of United Airlines, oversees strategy, fleet and operations through industry stress. He talks about strong travel demand, how higher oil prices are reshaping capacity and fares, frustrations with long TSA lines and staffing, and the airline’s plans to buy assets and invest across the passenger experience.

Joseph Dominguez, CEO of Constellation Energy and leader in nuclear and clean power, talks energy markets and shifting demand. He discusses how geopolitical risk could redirect data center investment to North America. He explains the role of nuclear in meeting data center needs, managing peak-hour pressures, and tools like batteries and new gas plants to keep power reliable and affordable.

Sheryl Sandberg, former Meta COO and governance advisor, and Josh Payne, CEO of Nscale and builder of AI-ready data centers, discuss AI compute scarcity and Nscale’s vertically integrated approach. They cover behind-the-meter power in West Virginia, balancing renewables and gas for scale, and rapid global expansion plans. Short, focused, and forward-looking.

Stephen Miran, a Federal Reserve Governor who takes part in FOMC decisions, discusses monetary policy and oil shocks. He urges caution versus reacting to short-term price moves. He talks about anchoring inflation expectations and when energy-driven shocks would prompt policy changes. He explains why he trimmed his expected rate cuts and weighs balanced risks from the recent oil shock.

Henrietta Treyz, co-founder of Veda Partners and Washington political strategist, explains White House decision-making and electoral pressures. She unpacks who around the president influenced the reversal. Conversations cover immediate market reactions, regional risks to Gulf infrastructure, and how polling and donors shape policy.

Kathy Jones, Chief Fixed Income Strategist at Schwab with decades of bond-market experience, and George Borey, fixed-income market participant from Allspring, discuss Treasuries, Fed rate repricing, yield-curve flattening, front-end overshooting, and where to position along the curve. They also touch on stagflation risks and safe-haven bond sectors.

Steward Leonard Jr., President and CEO of Stew Leonard's, a longtime supermarket leader, discusses consumer behavior and food pricing. He covers how his stores delay price hikes and share fuel surcharge pain with suppliers. He talks about meat supply shifts, customers trading beef for pork and chicken, and strategies to help shoppers manage rising costs.

Gary Peters, Democratic U.S. Senator from Michigan and Navy veteran, speaks about national security and budget priorities. He challenges a $200B Pentagon request and questions the lack of a clear strategic plan. He also raises concerns about the Straits of Hormuz and flags the impact of rising gasoline prices on Michigan families.

Gary Gensler, former SEC chair and MIT professor focused on financial regulation. He discusses private credit’s role and risks for retail investors. He explores connections between banks, prime brokers, and private funds. He highlights pricing and transparency challenges, touches on crypto and market integrity, and previews AI’s market impact.

Michael Hartnett, chief investment strategist at BofA Global Research known for sharp market calls and macro analysis. He links the Iran war to corporate earnings and compares current oil-driven shocks to 2008. He pinpoints mispriced assets, suggests where to start nibbling in equities and Treasuries, and lays out oil scenarios and central-bank risks.