Bloomberg Businessweek

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, shares insights on the current trends in gold and bitcoin, predicting potential corrections ahead. Darrick Hamilton, a prominent economist, debates the effectiveness of baby bonds versus billionaire-supported 'Trump accounts' in addressing the racial wealth gap, emphasizing the need for government responsibility over private philanthropy. The discussion provides a deep dive into financial strategies and their societal impacts, shedding light on pressing economic issues.

Bob Shay, Founder and CEO of Surefoot, shares his journey from ski racing to creating the world's largest custom ski boot company. He talks about the innovative 3D scanning process that changes how ski boots are fitted, emphasizing the importance of comfort and performance. Bob recounts his early experiments and hurdles in boot development, as well as his expansion into running and orthotics for elite athletes. He also discusses supply chain challenges and the thriving business growth amidst seasonal demand, hinting at an exciting new footwear line on the horizon.

Chris Whalen, a former Wall Street banker, talks about the dangers of private credit risks and questions AI's productivity gains. Fred Thiel, CEO of Mara, shares insights on Bitcoin's recent slump and the company's strategy behind holding mined Bitcoin. Michelle Korsmo, head of the National Restaurant Association, discusses the impact of labor shortages and the challenges facing restaurants such as fluctuating commodity prices. Bob Shea reveals innovative 3D foot-scanning technology at Surefoot, while Juliette Feld Grossman outlines the resurgence of live events and diverse talent sourcing.

In this discussion, Jason Leopold, a Senior investigative reporter at Bloomberg News, reveals shocking details from the Justice Department's release of Epstein files, including disturbing evidence of abuse. Ty Brady, Chief technologist at Amazon Robotics, shares insights on how robotics and AI are reshaping warehouse operations and enhancing safety. Dan Ahrens, a portfolio manager, highlights the potential market surge in U.S. cannabis stocks driven by recent executive orders on cannabis reclassification, paving the way for easier banking access.

Join Jason Granet, Chief Investment Officer at BNY, as he provides insights on market trends and discusses the Federal Reserve's strategy moving forward. Frank Sorrentino, CEO of ConnectOne Bank, shares optimism about NYC's economy while addressing challenges like hiring shortages and affordability. Meanwhile, Michelle Korsmo, President of the National Restaurant Association, highlights the industry's struggles with rising food costs and labor shortages, advocating for immigration reform to fill crucial positions. A thought-provoking mix of finance and industry insights!

Kathy Wylde, the outgoing president and CEO of the Partnership for New York City, joins the conversation to share insights on her role in Mayor-elect Zohran Mamdani's transition team. She discusses the challenges of a looming $10 billion deficit and the importance of robust economic development. Kathy highlights Mamdani's evolving approach with business leaders, emphasizing data-backed discussions. She also addresses the delicate balance of housing policies, advocating for rent stability while incentivizing private-sector housing supply. Her perspective sheds light on the collaboration needed between government and the business community.

Juliette Feld Grossman, the CEO of Feld Entertainment, shares her insights into the vibrant world of live entertainment. She discusses the evolving consumer appetite for large-scale experiences and reveals the company's ambitious plans for 2026. Juliette explains their unique pricing strategies catering to diverse audiences and highlights the importance of seat-based pricing to enhance attendee experiences. Additionally, she dives into the challenges of sourcing international talent and the innovative ways Feld is expanding its iconic brands like Ringling Bros.

Allie McCartney, a Managing Director of Wealth Management at UBS, shares insights on market volatility and the impact of AI on infrastructure financing. Natalia Kniazhevich, a Bloomberg News equities reporter, highlights the strong debut of Medline's IPO and investor preferences for profitable businesses. Mike Bellin, U.S. IPO leader at PwC, discusses future trends in the IPO market, emphasizing potential growth in sectors like AI, fintech, and crypto, while stressing the importance of valuation discipline in turbulent times.

Bitcoin is facing its fourth annual decline, but the context is unique this time without scandals. Fred Thiel, CEO of a leading bitcoin mining company, believes in a market recovery driven by institutional adoption. He highlights potential support levels around $84,000 linked to ETF dynamics. The discussion also covers how Bitcoin has decoupled from stocks and the impact of easing liquidity. Thiel explains how his company’s vertical integration sets it apart in the industry, suggesting a cautious but optimistic outlook for Bitcoin's future.

In this discussion, Felix Gillette reveals the complexities of Paramount's hostile bid for Warner Bros. and the implications for streaming giants like Netflix. R.C. Whalen shares concerning insights on the banking sector, highlighting hidden risks and the dynamics of private credit markets. Julia Pollak decodes the latest labor data, addressing the impact of federal changes and the need for aligning workforce education with AI advancements. Larry Pitkowsky outlines investment strategies, emphasizing the potential of Lennar and the strength of Berkshire Hathaway amid leadership transitions.