Bloomberg Talks

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.

Michael Purves, founder and CEO of Tallbacken Capital Advisors and cross-asset volatility specialist. He unpacks rising cross-asset correlations and what they signal about market risk. He contrasts VIX, crude and stock linkages. He frames recent moves amid jobs and inflation complexity and warns Iran tensions could amplify economic divergence.

Tarek Mansour, co-founder and CEO of Kalshi, a prediction market exchange, explains why Arizona’s criminal charges threaten prediction markets and argues federal regulators should have jurisdiction. He discusses legal strategy, potential state bans, and how Kalshi will keep operating while fighting what he calls government overreach. Topics include preemption, scope of charges, and whether prediction trading is gambling.

Barry Eichengreen, UC Berkeley professor of economics and political science and author of Money Beyond Borders, offers a sweeping look at currency history and the dollar's global role. He discusses why U.S. fiscal policy and Fed independence matter. Geopolitics, oil, and inflation risks come up, plus practical views on policy moves like the Jones Act waiver.

Jeffrey Currie, Carlyle Energy Pathways chief strategy officer and former Goldman Sachs commodities head, unpacks the widening split between paper and physical oil markets. He discusses how supply shocks, inventory draws and geopolitical strikes create a volatile rebalancing. He warns of cascading effects on agriculture and global supply chains and why visible shortages could force prices to catch up.

Cathie Wood, ARK Invest founder, CEO and CIO known for investing in disruptive tech and AI. She talks about AI’s use in warfare and how faster, targeted strikes might shorten conflicts. She discusses AI-driven revenue surges, rising willingness to pay for advanced models, and how AI is accelerating research and productivity at ARK.

Jonathan Scott, co-founder and CEO of Scott Brothers Global and longtime TV renovator, talks housing affordability, construction innovation, and producing a new behind-the-scenes show. He highlights shrinking starter-home inventory and a four-million-unit shortage. He discusses policy, zoning and permitting reforms, plus how AI and production strategies can speed approvals and stretch tight budgets.

Arvind Krishna, IBM chair and CEO spearheading hybrid cloud, AI and quantum efforts. He explains why Confluent's real-time data is vital for AI, why IBM will keep doing targeted AI and cloud deals, and how partnerships and model-agnostic strategies speed client outcomes. He also discusses AI-driven cost savings, workforce shifts, and progress toward fault-tolerant quantum.

Jason Trennert, Chairman and CEO of Strategas and author on financial services' social purpose, appears. He discusses the role of finance in raising capital and supporting innovation. He warns about private credit's opacity and liquidity risks. He covers geopolitical worries, AI hype versus real use cases, valuation and market positioning, and how personal health shaped his perspective.