Bloomberg Talks

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.

Doug Burgum, U.S. Secretary of the Interior and former North Dakota governor, talks energy policy and boosting domestic production. He discusses U.S. shale responses, drilled-but-uncompleted wells, and which producers might raise output. He covers international LNG deals, Indo-Pacific energy security, and policy tools like tax incentives and the Jones Act.

Paul Krugman, Nobel laureate and CUNY economics professor known for work on international economics and policy commentary, reacts to a judge blocking a probe of Fed Chair Powell. He calls the subpoenas harassment and warns Fed independence is at stake. He weighs whether the administration will keep pushing and how replacements might affect policy.

Michael O'Sullivan, CEO of Burlington Stores, leads the off-price retail chain known for value-focused merchandising. He discusses tariff responses and how remixing assortment beat headwinds. He explains trading customers up instead of raising prices. He talks about consumer sentiment, gas-price effects, and why Burlington’s stock trails peers.

Michael Dell, CEO of Dell Technologies, leads enterprise infrastructure and AI systems at scale. Darío Gil, Under Secretary for Science at the U.S. Department of Energy, runs national lab computing and AI programs. They discuss building national AI infrastructure and accelerated supercomputer timelines. They cover security-first design, supply bottlenecks like memory and chips, and energy needs to power AI.

Ynon Kreiz, Chairman and CEO of Mattel, leads the toy maker behind Barbie, Hot Wheels and Fisher-Price. He discusses supply-chain resilience and diversification. He describes explosive Hot Wheels and Barbie demand and pricing trends. He previews Mattel’s partnership with OpenAI and plans to use AI for product innovation and efficiency.

Korey Dropkin, U.S. Olympic silver medalist and competitive curler, talks about curling’s surge in popularity and founding the Rock League mixed-gender franchise. He recalls growing up at Broomstones and how youth programs and Olympic energy changed the sport. He outlines Rock League’s format, Toronto event, and plans to make curling a year-round, more casual spectacle.

Gita Gopinath, former IMF deputy managing director and Harvard economics professor, speaks about rising oil prices from the Iran war and how they add stress to an already fragile US and global economy. She covers private credit and nonbank risks, emerging markets' vulnerabilities, dollar safe-haven flows, and who may gain or lose from higher energy costs.

Rand Paul, U.S. Senator from Kentucky and libertarian-leaning fiscal conservative, discusses constitutional war powers and limits on presidential military action. He talks about national debt as a security threat, the future and bloat of DHS, ICE accountability, and protections for federal workers. Short, pointed takes on confirmations, law enforcement practices, and campaign plans.