Bloomberg Talks

Connor Teskey, CEO of Brookfield Asset Management, leads a global firm managing over $1 trillion across real assets. He discusses positioning capital in higher rates, the nuances of private credit versus direct lending, and why data centers and infrastructure remain attractive despite geopolitical volatility. Conversation also covers liquidity, vehicle structures, and Brookfield’s partnership moves and AI tailwinds.

John Rogers, founder and long-time value investor at Ariel Investments, joins from the Bloomberg Invest conference. He talks market volatility, policy risks like tariffs and geopolitics, and why the U.S. might see a small recession. He explores the K-shaped recovery, where value looks attractive in financial services, and how AI and interest rates could reshape opportunities.

Lynn Martin, President of the New York Stock Exchange and overseer of market operations and listings. She discusses why geopolitical risks do not stop strong companies from going public. She covers why some firms stay private longer, the debate over quarterly reporting relief for new listings, and how prediction markets like Polymarket interact with traditional markets.

Marc Rowan, CEO and co-founder of Apollo Global Management, a veteran private equity and credit investor. He discusses AI's sudden impact on software valuations. He contrasts cautious software lending with confidence in data-center and infrastructure underwriting. He explains why private markets are reshaping credit, capital needs across energy and defense, and trade-offs between liquidity and returns.

Ali Safavi, president of Near East Policy Research and National Council of Resistance of Iran member, gives a short bio as a longtime Iranian opposition figure. He discusses the possibility of regime change, the roots of mass resistance, why protests must be homegrown, fragmentation after leadership strikes, and the role of international policy.

Jamie Dimon, longtime JPMorgan Chase CEO who steers one of the world’s biggest banks, speaks on the Iran war’s market effects and how prolonged conflict could lift inflation. He outlines credit-cycle risks and which sectors might crack. He also describes JPMorgan’s wide AI rollout, workforce impacts, and productivity gains from LLM tools.

Rafael Mariano Grossi, Director General of the IAEA and veteran diplomat on nuclear non-proliferation, discusses lost direct contact with Iran’s atomic regulator and how the agency is still monitoring sites through other channels. He talks about monitoring during strikes, outreach amid conflict, the IAEA’s technical verification role, and why diplomacy is needed for a durable solution.

Robin Vince, CEO of BNY Mellon and longtime leader in asset servicing, gives a concise take on U.S. markets and his firm’s three-year transformation. He discusses why U.S. assets remain attractive. He talks diversification and risk management, the value and liquidity of U.S. bonds, the importance of Fed independence, and engagement with policymakers on rates.

Weekend programming preview and the new format for Saturday and Sunday broadcasts. Conversations span business, news, lifestyle and culture. Scheduling details for live TV, radio and podcast listening are highlighted.

Rob Bonta, California Attorney General and former state legislator who enforces consumer protection and antitrust law, breaks down the Warner Bros./Paramount deal. He talks about regulatory review, which markets are most at risk, concerns over news consolidation, and possible interim actions California might take. He also discusses recent Supreme Court tariff rulings and legal limits on presidential tariff authority.