Bloomberg Talks

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.

Aicha Sar Evans, CEO of Zoox, leading deployment of a purpose-built robotaxi. Dara Khosrowshahi, CEO of Uber, overseeing ride-hailing and strategic partnerships. They discuss the Zoox–Uber robotaxi launch in Las Vegas. Conversation covers matching riders to vehicles, data sharing and operations, rollout strategy and customer experience with the new autonomous vehicle.

Jim Bullard, former St. Louis Fed president and macroeconomist, gives a candid take on the stalled Fed nomination process and timing of renomination. He discusses how oil shocks today differ from the 1970s. He explains why core inflation, not headline spikes, drives policy and why immediate Fed moves seem unlikely.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, offers a concise take on market resilience amid war and oil shocks. She discusses hypervigilance and stock dispersion that aid stock pickers. She covers energy reserve releases and geopolitical complexity. She highlights AI and software opportunities, thematic investing via private markets, and why profitability should drive stock selection.

A conversation about how the Iran war is disrupting oil, gas, fertilizers, metals and petrochemical supply chains. Discussion of limited oil flow rates and why reserves cannot quickly plug gaps. Exploration of hoarding behavior, rising metals and gold demand, and why heavier physical assets may outperform. Examination of inflation, public debt pressures, and refined-fuel risks in Asia.

Antonio Neri, CEO of Hewlett Packard Enterprise, leads HPE’s strategy in enterprise infrastructure and AI-driven data centers. He discusses surging AI hardware demand that boosted sales guidance. He covers networking’s role after the Juniper deal. He talks about memory and SSD supply constraints, pricing moves, and a large AI systems backlog.

Ed Yardeni, president and founder of Yardeni Research and veteran investment strategist, offers a brisk take on rising odds of a US market breakdown. He weighs geopolitical risks around the Strait of Hormuz and how tanker disruptions could ripple through markets. He also discusses tech stock bifurcation and AI competition, credit shocks and liquidity risks, and why earnings and productivity still matter.

Michael Selig, Chairman of the U.S. Commodity Futures Trading Commission, explains the rise of prediction markets and their economic roles. He discusses regulatory safeguards, how sports markets mirror derivatives, and risks like insider trading and violent‑outcome contracts. He also covers Polymarket’s U.S. status and the push to bring blockchain exchanges onshore.

Ashley Fliehr, known as Charlotte Flair, is a multi-time WWE Women’s Champion turned mental health advocate and investor. She talks about pivoting after injury, why vulnerability and self-care became central, and her investment in Self Care Is For Everyone. She also discusses uplifting apparel that sparks conversations and how branding and partnerships help scale mental health access.