Bloomberg Talks

Episodes

• Senior Fellow at Council on Foreign Relations Rebecca Patterson Talks "Too Much"Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former chief investment strategist at Bridgewater, talks what happens when we have too much of a good thing. Too much growth, too much AI capex crowding out demand for Treasuries and too much stimulus in hindsight. She spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

  3338|9min
• Chief Economist at New Century Advisors Claudia Sahm Talks Labor MarketClaudia Sahm, Chief Economist at New Century Advisors talks renewed optimism about the labor market, unemployment insurance and hiring starting to pick up. She spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

  3337|10min
• NEC Director Kevin Hassett Talks US DebtNational Economic Council Director Kevin Hassett says higher long-term rates can reflect underlying economic strength. Speaking to Mike McKee and Dani Burger on Bloomberg Open Interest, Hassett calls the government’s debt-interest burden unacceptably high but says the administration is serious about deficit reduction. His comments come after the September jobs report showed payrolls rose just 29,000, unemployment edged up to 4.2%, and July and August payrolls were revised down by a combined 60,000. See omnystudio.com/listener for privacy information.

  3336|10min
• HBO & HBO Max Content Chairman & CEO Casey Bloys Talks Prestige ContentCasey Bloys, HBO & HBO Max Content Chairman & CEO, talks streaming platforms, its evolution from cable, competition and Hollywood mergers. He spoke to Bloomberg's Lucas Shaw at Bloomberg Screentime in Los Angeles. See omnystudio.com/listener for privacy information.

  3334|30min
• Walt Disney President & Chief Creative Officer Dana Walden Talks Business ConsolidationDana Walden, Walt Disney Co.’s president and its first chief creative officer, says the company is not firing people every six months. She does say there is a constant need to look at how an organization is structured and that layoffs are "extremely painful." She speaks to Lucas Shaw at Bloomberg Screentime in Los Angeles. See omnystudio.com/listener for privacy information.

  3333|30min
• Chief Investment Strategist at Charles Schwab Liz Ann Sonders Talks Market OutlookLiz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks PCE benign relative to expectations, ripple effects of spike in diesel prices still to come and signs that Great Moderation Era is in rearview mirror. She Spoke to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

  3332|10min
• US Trade Representative Jamieson Greer Talks Canada and EU TradeUS Trade Representative Jamieson Greer says Europe should be releasing some of their diesel fuel reserves to help bring down prices. He also says gaps remain with Canada when it comes to trying to reach a trade deal. He speaks on "Bloomberg Surveillance" from Milwaukee where G20 talks are being held. He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern. See omnystudio.com/listener for privacy information.

  3331|6min
• Minneapolis Fed President Neel Kashkari Talks EconomyFederal Reserve Bank of Minneapolis President Neel Kashkari says that the central bank “will do what we need to do to get inflation back down to our target.” He also addresses the strength of the US economy, lessons learned on supply shocks, and a potential signal from US two-year Treasury yields. He spoke to Bloomberg's Jonathan Ferro, Lisa Abramowicz, Annmarie Hordern and Mike McKee. See omnystudio.com/listener for privacy information.

  3330|14min
• Robinhood Markets CEO Vlad Tenev Talks AI-Driven Agent AppsRobinhood Markets Chairman and CEO Vlad Tenev discusses the firm’s new AI-driven agent apps unveiled during a Houston summit. Speaking on "Bloomberg The Close," Tenev outlines a vision of giving individual traders hedge fund-like tools, including 24/7 trading across asset classes, autonomous “agent loops” that can operate while users sleep, and access to specialized data sources such as satellite imagery and blockchain analytics. See omnystudio.com/listener for privacy information.

  3329|9min
• Hewlett Packard Enterprise CFO Marie Myers Talks AI Benefit, Revenue ForecastHewlett Packard Enterprise Co. boosted its networking revenue forecast and announced a $1.2 billion order from cloud company Vultr, giving fresh signals that it’s benefiting from the AI build-out. The company, which expanded its networking business by acquiring Juniper Networks last year, now expects that segment to range from the high teens to the low 20s in percentage sales growth during fiscal 2027. The company also gave a longer-range sales outlook in the high teens, with an operating margin target of as much as the high 20s. For more, Bloomberg Businessweek Daily spoke with Marie Myers, Chief Financial Officer at HPE. See omnystudio.com/listener for privacy information.

  3328|14min