Bloomberg Businessweek

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.

Joumanna Bercetche, Bloomberg Middle East reporter who covers Gulf developments and regional geopolitics, joins to discuss the market response to sudden U.S.-Iran developments. She parses mixed messaging and regional risks, debates whether de-escalation is the right move, and explains how energy infrastructure threats shape timing and market reactions.

Bob Van Voris, a Bloomberg legal reporter who covers courts and investigations, joins from the U.S. Federal Courthouse. He outlines an indictment alleging diversion of Nvidia-powered servers to China, Super Micro’s public response and compliance claims, the scale and potential financial impact of the transshipments, courtroom developments and next legal steps.

Tarek Mansour, CEO of Kalshi, defends his prediction market exchange amid state legal fights. Oleksandr Komarov, CEO of Kyivstar, explains running a resilient telecom in wartime and using satellites to keep people connected. Ed Ludlow, tech reporter, breaks down OpenAI and NVIDIA developments. Mandeep Singh, tech analyst, analyzes NVIDIA, supply constraints and semiconductor dynamics.

Ian McGinley, a regulatory lawyer and former CFTC enforcement chief, David Wu, a macro strategist reporting from Jerusalem, and Adam Farrar, a geoeconomics analyst, debate risks of seizing Iran’s Kharg oil hub. They probe military options, regional and global fallout, market shocks to oil and currencies, and the legal future of prediction markets. Conversations jump between on-the-ground realities, strategic calculations, and regulatory headaches.

Max Chafkin, a Bloomberg Businessweek senior reporter known for investigating business elites, discusses the fallout from the Epstein files. He outlines how the document dump shook public trust. He talks about why few have faced consequences. He argues leaders must acknowledge their roles and consider real amends to rebuild credibility.

Mark Travis, CEO of Intrepid Capital, shares market and stock-picking perspective. Sheila Kahyaoglu, Jefferies equity researcher, explains defense production and munitions capacity. Matt Diczok, Bank of America fixed-income strategist, outlines macro and bond-market shifts. They discuss LNG supply shocks from attacks, global energy shortages, rising fuel prices, defense manufacturing strains, and bond-market repricing.

Hendy Susanto, portfolio manager specializing in tech and semiconductors, breaks down Micron’s earnings and memory market capacity. Greg Peters, co-CIO of PGIM Fixed Income, explains market moves, rising yields, and how Powell’s stance shaped expectations. They discuss AI-driven demand, supply timelines, inflationary effects from tariffs, and near-term rate and macro implications.