Bloomberg Businessweek

Eduardo Chedid, CEO of PicPay and a 20-year electronic payments veteran, talks about PicPay’s US listing and rapid rise to a 66M-customer digital bank. He describes how the app evolved from wallet to full-service super-app. Discussion covers growth drivers like credit products, plans to boost SMB offerings, and future expansion in Latin America.

Paisley Nardini, multi-asset strategist at Simplify, offers portfolio perspective. Ed Ludlow, Bloomberg tech reporter, breaks down the SpaceX–xAI combination and IPO reporting. Gil Luria, tech research head at DA Davidson, analyzes valuation, capital needs and regulatory risks. They discuss the merger rationale, space-based AI compute, massive valuation and investor concerns in concise, punchy segments.

Edmund Reese, Aon’s EVP and CFO who leads the company’s financial strategy, discusses 4Q results and the 2026 risk landscape. He highlights rising demand for risk protection, megatrends like AI and data centers, workforce upskilling, and growing natural disaster costs. Short, forward-looking conversation about how Aon is positioning its services amid global uncertainty.

Nick Molnar, Afterpay co-founder and CEO, on buy-now-pay-later trends and fintech competition. Stamatis Santanis, shipping CEO, on routes, commodities and rising shipbuilding costs. Sheila Kayalu, Jefferies equity analyst, on airlines, defense budgets and Boeing’s cash recovery. Dan Flornes, Fastenal CEO, on manufacturing, supply chains, sourcing and nearshoring shifts.

Jan van Eck, CEO of VanEck Funds, offers ETF and gold market perspective. Dr. Ellen Wald, energy and geopolitics expert, weighs in on oil and supply risks. They dig into gold’s rally and ETF flows. They explore how AI and electrification may boost commodity demand. They consider geopolitical strains, Venezuela and oil company constraints.

Saritha Rai, Bloomberg Asia AI reporter who covers technology and policy in India, explains how U.S. visa upheaval is reshaping talent flows. She discusses the huge H-1B fee hike and its fallout. She explores how visa anxiety is altering students’ choices, sparking return migration, and fueling a surge in India’s AI startups and policies to lure skilled workers back.

Mark Gurman, Bloomberg's go-to Apple reporter, breaks down why iPhone 17 demand shattered records. Ed Ludlow, tech analyst in San Francisco, parses the earnings beats, supply-chain leverage and AI partnerships. Lauren Goodwin, economist and market strategist, covers macro risks and dollar moves. They dive into China’s rebound, memory-cost defenses, AI bets and what this means for leadership and product strategy.

Kelly Rodriques, CEO of Forge Global and leader in private-market infrastructure, explains trends shaping private markets. She discusses Schwab’s acquisition impact, rising retail access via a new megacorn fund, and why companies delay IPOs. Kelly highlights sustained investor fascination with SpaceX and growing interest in defense and aerospace.

Stamatis Tsantanis, CEO of Seanergy and United Maritime, leads huge Capesize fleets hauling iron ore, coal and bauxite worldwide. He discusses how wars and geopolitical tension force route changes and longer trips. He talks about surging metals demand from defense and AI, rising shipbuilding and inflationary costs, and big infrastructure bets in the Middle East and China.

Karen Veraa-Perry, Head of U.S. iShares Fixed Income Strategy at BlackRock, on ETF flows and bond positioning. Jennifer Dlouhy, Bloomberg senior reporter, on shifting White House immigration tactics. Sheila Kahyaoglu, Jefferies equity research MD, on airlines, defense and Boeing’s outlook. They discuss dollar weakness, stock highs, Fed expectations and sector-level impacts in short, punchy conversations.