Bloomberg Businessweek

Jason Bottenfield, Managing Director at Park Cities Group, shares insights on energy investments and discusses Trump's call for lower oil prices to combat inflation. Kelly Monahan, Managing Director at Upwork Research Institute, analyzes AI's dual impact on the workforce, highlighting job displacement risks alongside productivity boosts. They delve into how freelancers must adapt to a shifting job market influenced by technology and the importance of maintaining workplace diversity amidst these transitions.

Mary Anne Carter, a Principal at Earnscliffe Strategies, discusses the repercussions of Trump’s tariffs on US-Canada relations, highlighting the anxiety in business communities. Journalist Jennifer Moss, author of "Why Are We Here?", reflects on evolving work cultures and employees' search for fulfillment post-pandemic. Estelle Brachlianoff, CEO of Veolia, tackles water sustainability issues, outlining the significance of innovative approaches to water conservation and pollution management. Together, they reveal the intricate connections between trade, work culture, and environmental challenges.

Rene Haas, CEO of Arm Holdings, discusses the pivotal role of energy-efficient processors in AI infrastructure investments. Rachel Metz shares insights on the collaborations among tech giants like SoftBank and OpenAI, emphasizing the transformative potential of government support in AI. Najat Khan explains how AI is revolutionizing drug discovery, speeding up the path to clinical trials. Ben Harburg analyzes the implications of new investment strategies in China, while Rich Greenfield evaluates Netflix's growth amidst intense streaming competition.

In this conversation, Adam Galinsky, a Columbia Business School professor, shares insights from his book on leadership and the dual nature of effective leaders. He emphasizes the importance of self-inspiration and its ripple effect on others. Kristy Akullian, from BlackRock, reveals her firm's 2025 investment outlook, discussing trends in the ETF industry and shifts in investor behavior. Their discussion intertwines modern leadership principles with practical investment strategies in a fluctuating economy, making for a captivating listen!

Netflix shattered records with its largest quarterly subscriber gain ever, adding nearly 19 million new users, driven by live sports and the return of popular shows like Squid Game. The discussion dives into the company's strategies, including a shift toward advertising and sports programming to keep viewers engaged. There's a keen focus on how diverse content and pricing influence subscriber loyalty, contrasting Netflix's approach with Disney. Lastly, the podcast explores the implications of its revenue growth and advancements in AI for future operations.

Gina Martin Adams, Bloomberg Intelligence's Chief Equity Strategist, discusses how potential Trump 2.0 tariffs could negatively impact global companies, particularly U.S. multinationals. Irwin Simon, CEO of Tilray Brands, shares insights on the cannabis industry's future under the Trump administration. Mark Gurman, Bloomberg's Tech Correspondent, highlights Meta's innovative strides in AI-integrated wearable tech. Finally, Chris McMahon, CEO of Aquinas Wealth Advisors, dives into the implications of expected Federal Reserve rate cuts on market dynamics.

Join Monica Guerra, a Policy Analyst at Morgan Stanley, who sheds light on the economic implications of new policies. Henrietta Treyz, Managing Partner at Veda Partners, shares insights on how executive orders affect investors and industries. Stefan Selig, former Undersecretary of Commerce, provides a unique perspective on trade policies and their market reactions. The conversation navigates immigration reforms, tax cut discussions, and the complex relationships between politics, money, and economic disparities in a vibrant political landscape.

Daryn Dodson, Managing Partner at Illumen Capital, advocates for racial and gender equity in investing, discussing the challenges and opportunities during a time of political change. Ed Price, a former British trade official and NYU senior fellow, sheds light on the shifting geopolitics under the Trump administration. They dive into the implications of Trump's inaugural address, explore the effects of executive orders on diversity initiatives, and assess the potential impacts on trade and international relations.

Padma Warrior, CEO of Fable and former CTO of Motorola and Cisco, dives into the complexities of AI integration in consumer platforms. She addresses the rise of deepfakes and the importance of human oversight in AI to steer clear of misinformation. Warrior discusses the shifting landscape of communities like BookTok, emphasizing Fable as a safe alternative. The conversation also touches on blending technology with creative storytelling and the balance between government regulation and self-regulation in tech.

Max Chafkin shares insights on the tech industry's landscape, while Sam Altman discusses the transformative journey of OpenAI and its evolving role in AI technology. Eva Doe delves into Huawei's geopolitical significance and its impact on US-China relations. Grant Hemingway explores the rise of non-alcoholic beverages and changing consumer preferences in a health-conscious world. Bernice King reflects on her father's legacy and the ongoing fight for social justice, urging a united approach to address inequality. David Berry highlights the appeal of authentic outdoor experiences in today's travel trends.