Bloomberg Businessweek

Max Chafkin, Bloomberg reporter who tracked the Epstein files, outlines the document dump and its hit to public trust. Wilbur Ross, former commerce secretary and longtime investor, discusses geopolitics, manufacturing and national-security-driven industrial policy. Sheila Kayalu, Jefferies aerospace and defense analyst, breaks down defense budgets, missile production, supply chains and winners beyond the big primes.

Dimitra Kessenides, Bloomberg Businessweek senior editor on business and education trends. Spencer Faragasso, nuclear proliferation expert analyzing strikes on Iran’s nuclear sites. Iain Marlow, national security editor explaining U.S. strategy and diplomacy. They dissect targeted hits on reactors and enrichment facilities. They debate Tehran’s retaliation threats and how markets and global policy react.

David Parker, Head of Business Development at the Bermuda Business Development Agency, promotes Bermuda as a hub for insurance, digital finance, and private wealth. He discusses the island’s regulatory sandbox for insurtech and digital assets. Short takes cover talent and housing strategies, tourism tied to investment, and coordinated regulator-government-private sector support for growth.

Michelle Jamrisko, White House and national security reporter, breaks down U.S.-Iran talks and military moves. Len Tannenbaum, private credit veteran, explores stress and opportunities in credit markets. Amy Rubenstein, multifamily investor, talks distressed workforce housing strategies. Axel Merk, macro and gold specialist, examines gold dynamics amid shifting real yields and fiscal pressures.

Oliver Kharazz, founder and CEO of Zocdoc, who builds tech to connect patients and providers. He talks about why people bring AI into visits and often do not disclose it. He describes AI tools that boost patient engagement and questions. He explains how AI-driven search and transcription are changing bookings, visit productivity, and how Zocdoc makes those AI insights actionable.

Rachel Metz, an AI reporter tracking OpenAI product and strategy, and Dan Letter, CEO of Prologis focused on logistics and data centers. They discuss US-Iran diplomatic moves and the reported 15-point plan. They also cover supply resilience, data-center power needs, energy costs and how geopolitics shapes real estate and AI product priorities.

Max Chafkin, Bloomberg senior reporter who covers tech and Elon Musk, breaks down Musk’s Terafab plan. He sketches out the gargantuan scale of proposed chip fabs and space data centers. He discusses the sci-fi visuals, Starship’s pivotal role, and why Musk’s track record matters for tackling such audacious projects.

Wilbur Ross, former U.S. Commerce secretary and veteran distressed investor. Ray Takeyh, Middle East specialist focused on Iran. Ellen DiMauro, leveraged finance reporter who broke the Cliffwater private credit story. They discuss Cliffwater’s fund‑of‑funds risks and redemption pressures. Conversation moves to software exposure, retail flows, contagion fears, and the broader geopolitical backdrop including U.S.-Iran dynamics.

A major sovereign wealth fund's leader traveled to the Middle East days before conflict erupted. Discussion centers on the fund's new focus on geopolitical scenario planning and the risks of returning inflation. They explore how higher energy prices and potential rule changes could reshuffle its heavy US market exposure and influence global markets.

Mark Gurman, Apple watcher and tech reporter, analyzes why John Ternus is the internal favorite to lead Apple. Onur Ant, MENA managing editor, breaks down Tehran’s public messaging on US–Iran tensions. J.T. Bardois, FX strategist, explains how conflict duration shapes currencies, oil risk premia and gold’s divergence. Short, sharp conversations on leadership, AI strategy and market reactions.