Bloomberg Businessweek

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.

Ran Eliasaf, founder of Northwind Group and veteran real estate credit investor. He discusses the U.S. housing shortage and rising rental demand. He explains how tax incentives and policy clarity spur deals in cities like New York. He contrasts asset-backed real estate lending with wider private credit worries and touches on infrastructure and healthcare real estate trends.

Kathleen Paylor, VP of Impact Investing and Philanthropy at RSF, helps investors align returns with measurable social and environmental impact. She discusses how market shocks and real assets are shaping impact allocations. She maps where impact lives across fixed income, private credit, venture and real assets. She highlights wealth transfer, rising influence of wealthy women, and money as a reflection of values.

Samantha Dart, Goldman Sachs commodities chief, breaks down refined fuels and supply scenarios. Mandeep Singh, Bloomberg Intelligence tech head, parses NVIDIA, semiconductors and AI partnerships. Ellen Wald, energy market strategist, assesses oil market risks and Gulf drone threats. They discuss soaring drone attacks, oil and refined-product shocks, semiconductor supply limits, and implications for global energy and tech markets.

Holly Shelton, Chief Product Officer at Oura and former Apple product lead, helps steer the smart ring and wearable health features. She discusses using AI and biometric signals to turn subtle hand gestures and ring data into conversational health insights. The conversation centers on designing quiet, comfortable wearables and building products that start with women’s bodies and life stages in mind.

Catherine Owen Adams, CEO of Acadia Pharmaceuticals, talks regulatory setbacks, EU vs FDA differences, and strategy for rare-disease drugs. Ed Ludlow, Bloomberg Tech co-anchor, breaks down Nvidia’s $1 trillion AI-chip forecast, customer mix, and the Vera Rubin hardware push. Multiple short segments cover chip demand, inference platforms, and competitive pressures.

Anna Gifty Opoku-Agyeman, a Harvard researcher and author, explores the “double tax” of compounded racism and sexism. She outlines how added costs touch housing, childcare, pay, caregiving and retirement. Short, sharp conversations cover data methods, economic consequences, policy fixes and community actions.

Ashley Flair, pro wrestler and entrepreneur investing in mental-wellness apparel. Michael Linford, COO of Affirm on buy-now-pay-later underwriting and real-time consumer signals. Gary Evans, CEO of United States Antimony on scaling domestic critical-minerals production and government supply contracts. They discuss antimony supply and defense demand, Affirm’s transaction-level credit tools, and investing in mental-health brands.

Katrina Manson, tech and national security reporter, on Project Maven and AI in military use. Oleksandr Komarov, CEO of Kyivstar, on telecom resilience and wartime operations. Mike Collins, fixed-income strategist, on credit, rates and market drivers. Elliot Stein, litigation analyst, on the legal fight over subpoenas and courtroom standards. Multiple short, fast-moving conversations about law, markets and survival under strain.

Chris Whalen, former banker and risk analyst and chairman of Whalen Global Advisors, breaks down private credit turmoil. He talks about banks pulling back lending, retail investors in illiquid funds, and legal structures that shield managers. He also covers valuation quirks, stock hits at big alternative managers, and why these stresses may remain confined to private markets.