Bloomberg Businessweek

David Botset, Managing Director and Head of Innovation at Schwab Asset Management, dives into the intriguing world of ETF investing. He discusses the potential of a new NVIDIA ETF and the implications of AI technology on investment strategies. The conversation covers the rise of specialized ETFs, including unique offerings like mortgage-backed security ETFs and Bitcoin options. Botset emphasizes the evolving investor preferences and the advantages ETFs hold over traditional mutual funds, highlighting innovation's role in shaping the future of investing.

Caroline Hyde, Bloomberg Technology co-host and tech industry expert, dives into Nvidia’s mixed financial forecast amidst soaring AI expectations. She discusses the implications of Nvidia's revenue outlook and explores the challenges of chip design, including data center heating issues. The conversation also highlights the competitive landscape in tech, Nvidia's increased R&D spending, and evolving demand for its products. Hyde shares insights on investor sentiment and the potential impact of these factors on Nvidia's stock performance.

Omar Aguilar, CEO & CIO of Schwab Asset Management, dives into behavioral finance, revealing how modern investors, especially the younger crowd, are swayed by data-driven choices and their biases in the crypto sphere. Brian Vendig, Chief Investment Officer at MJP Wealth Advisors, shares insights on navigating the booming wealth management landscape, emphasizing the growing demand for tailored investment advice. Together, they unravel the complex dynamics of current market trends, interest rates, and strategic planning in uncertain times.

Ethan Bernstein, a Harvard Business School professor and co-author of "Job Moves," shares valuable insights on advancing your career through strategic job switches. He discusses the importance of understanding your current position relative to career goals. Bertina Ceccarelli, CEO at NPower, highlights how apprenticeships are reshaping equity in the workforce. They explore the gaps in U.S. education regarding apprenticeships versus traditional degrees and emphasize the importance of aligning skills with market needs for effective career development.

Angela Stent, a leading expert on Russia and Ukraine, discusses Ukraine's historic use of U.S.-supplied missiles against a military target in Russia, signaling a new phase in the conflict. David Gura reports from the G-20 summit, providing global reactions to this escalation. Ryan Kelley shares insights on mid-cap investment opportunities, emphasizing their growth potential. Garrett Nelson explains the high-risk factors surrounding EV investments, particularly focusing on Rivian. The conversation highlights shifting geopolitical dynamics and their implications for markets.

Noor Sweid, founder of Global Ventures and the only Arab woman managing a VC fund in the Middle East, shares her insights on the region's booming investment landscape. She discusses the exciting shift towards venture capital, fueled by a young demographic and economic diversification. Ellen Huet, a tech writer for Bloomberg News, dives into AI's regulatory landscape, examining the implications of political changes and Silicon Valley's evolving stance on regulations. Together, they explore the Middle East's growing sectors like fintech and agritech, showcasing its potential for innovation.

National correspondent Josh Green, author of 'Devil's Bargain,' delves into Trump's struggles with plutocratic populism and the challenges of maintaining a diverse voter coalition. Mike Rode, an investment director at American Century Investments, shares insights on the benefits of small-cap stocks, especially in the context of reshoring and regional banks. They discuss the implications of Trump's administration on market dynamics and the potential for small-cap growth post-election, highlighting how political shifts impact investment strategies.

Ed Kalegi, a Bloomberg News reporter and host of "The Weekend with Ed Kalegi," shares his journey from childhood radio enthusiasm to impactful broadcasting. He discusses the vital art of listening in journalism, contrasting his experiences from interviewer to interviewee. Kalegi highlights how figures like Howard Stern transformed media, reflecting on the emotional depth behind conversations with notable voices. The story of a son aspiring to continue his father's legacy as a sports announcer adds a personal touch, showcasing the power of storytelling.

Max Chafkin, a Bloomberg Businessweek correspondent, dissects Elon Musk's role in the Trump administration, exploring its implications on technology and politics. Jay Jandren, CEO of Butterball, shares insights on the poultry industry's challenges and rising Thanksgiving costs under Trump. Nazak Nikitar discusses new trade policies, while Ty Brady reveals Amazon's robotic innovations in fulfillment centers. Mark Gurman teases Apple's upcoming smart home device, promising to revolutionize connectivity.

The podcast dives into President-elect Trump's ambitious plans to dismantle climate policies, questioning the future of renewable energy. Experts discuss the implications of withdrawing from global agreements and changes to the Inflation Reduction Act. Corporate leaders reflect on adapting sustainability strategies amidst political turbulence. Insights on navigating market conditions reveal investment strategies for today's volatile landscape, along with the importance of diversification and new opportunities in emerging markets.