Bloomberg Talks

Instant Reaction: Democrats Sweep to Control of Congress in Rebuke of Trump

Bloomberg's election-night special, hosted by Kailey Leinz and David Gura, reacts to Democrats sweeping the House and Senate in the 2026 midterms. Former congressman Patrick McHenry and Democratic strategist Adam Hodge debate the lame duck session and what comes next, and Bloomberg Opinion columnist Ron Brownstein walks through the voter-poll numbers and what they mean for 2028.

4 Nov · 17 min

Fortius CEO Jim Messina Talks Midterm Elections

Jim Messina, CEO of Fortius Global and campaign manager of Barack Obama's 2012 re-election campaign, joins Bloomberg's Balance of Power hosts Kailey Leinz and Joe Mathieu in the New York studio on Election Day. He reads the early vote in North Carolina and the midterm map, sizes up the 2028 Democratic field, and discusses election litigation, record campaign spending and his party's moderate-versus-progressive fight.

3 Nov · 9 min

Meredith Whitney Advisory Group CEO Meredith Whitney Talks Midterm Elections in Virginia

Bloomberg anchors Tom Keene and Paul Sweeney interview Meredith Whitney, CEO of Meredith Whitney Advisory Group, on US election day, asking what she is watching in Virginia and Texas, why she expects a Republican upset, and which consumer-credit data — pawn loans, daily wage access loans and SNAP — she thinks economists overlook.

3 Nov · 6 min

Joe Lavorgna Talks US Economy and Midterm Elections

Bloomberg's Tom Keene and a co-host interview Joe Lavorgna, chief economist for the Americas at SMBC Nikko Securities America and a former US Treasury official, on the eve of the 2026 US midterm elections. Lavorgna predicts a Democratic wave, with the House won at 235 to 240 seats and at least six Senate seats gained, and warns of an inflationary boom, weak housing affordability and bad gridlock ahead. He also discusses turnover in the Trump administration, a Meta bond offering and Treasury Secretary Scott Bessent's political future.

3 Nov · 9 min

Dan Ives Talks Apple, Palantir, Tech Earnings

Dan Ives, partner at Yorkville Ives, joins Bloomberg hosts Tom Keene and Paul Sweeney to discuss Apple's latest earnings and AI strategy, Palantir's earnings, and the outlook for tech M&A and capital raises. The conversation also covers Apple's services margins, the sum-of-the-parts valuation, and a detour into Penn State football and the College Football Playoff.

3 Nov · 10 min

PIMCO CEO Manny Roman Talks Markets, AI, Rate Outlook

PIMCO chief executive Manny Roman joins Bloomberg Talks for a markets, rates and AI conversation recorded around a Hong Kong financial summit. Roman argues AI-related debt is not what is driving sovereign yields, sets out where PIMCO sees value from US bonds to private structured finance, and assesses China, Japan, Europe and the Fed. He also praises Hong Kong's post-COVID revival and the HKMA's summit.

3 Nov · 14 min

Morgan Stanley CEO Ted Pick Talks AI Risks, Appetite for AI Deals

Bloomberg Talks interviews Ted Pick, chairman and CEO of Morgan Stanley, about the scale of the AI investment boom and the bank's role in financing it. Pick discusses the $10tn to $15tn of expected AI capital spending, data-center siting and local NIMBY backlash, the risk of crowding out other borrowers, and Morgan Stanley's joint lead role alongside Goldman Sachs on Anthropic's coming IPO.

3 Nov · 9 min

Goldman Sachs CEO David Solomon Talks ‘Very Robust’ Demand for AI Deals

Bloomberg anchors interview Goldman Sachs chairman and CEO David Solomon on set at the HKMA Summit in Hong Kong about the wave of AI-driven capital markets activity and the very robust demand for recent financings for SpaceX, Meta and an upcoming Anthropic IPO. He discusses how long the AI infrastructure investment cycle can run, Goldman's record Asia revenue share and its growth since 2018, the firm's use and governance of AI, and the political outlook after the midterms.

3 Nov · 14 min

Earnings Special: Apple's Forecast Disappoints, Despite Topping Estimates

Bloomberg's Carol Massar and Tim Stenovec react to Apple's fourth-quarter earnings with Bloomberg Intelligence analyst Anurag Rana and Bloomberg News' Mark Gurman. Apple beat on revenue and earnings but missed in Greater China, and the talk covers guidance, iPhone Duo supply and cracked screens, slowing services growth, new CEO John Ternus and Apple's position in AI.

2 Nov · 20 min

Bloomberg's Mark Gurman Talks Apple Earnings

Bloomberg's Mark Gurman joins the hosts to break down Apple's quarterly earnings, from the iPhone 18 Pro-led revenue beat and the China miss to the iPhone Duo's supply crunch and its cracked-screen reports. Gurman also assesses new CEO John Ternus, Apple's AI position against ChatGPT, Siri AI and Gemini, the services slowdown tied to Google search, and the product pipeline ahead.

2 Nov · 12 min

Suffolk University's David Paleologos Talks US Midterms

Bloomberg Talks marks the eve of the 2026 US midterms with David Paleologos, director of the Suffolk University Political Research Center. Paleologos walks through the economic backdrop, Suffolk's Ohio and Iowa polling, the governor's and Senate races, independents' swing away from Republicans, and the Michigan Senate race. He predicts Republican gains in the House and Senate and says he expects Turek to win Iowa.

2 Nov · 8 min

Ed Yardeni Talks Implications of Blue Wave in US Midterms

A Bloomberg Talks segment in which Edward Yardeni, president of Yardeni Research, tells Bloomberg hosts why he is staying bullish on AI stocks and earnings and keeps his 7,900 year-end S&P 500 target. He also warns that a Democratic sweep in the midterms could bring worse partisanship and a colder market reception to gridlock.

2 Nov · 7 min

Ryanair CEO Michael O'Leary Talks Fuel Prices, Higher Fares

Ryanair chief executive Michael O'Leary joins Bloomberg Talks after the airline's second-quarter results to explain its cost-cutting plans, the roughly €2bn rise in its fuel bill he expects next year, and why he thinks European airfares will rise sharply. He also discusses aircraft deliveries from Boeing, capacity shifting to countries that are cutting aviation taxes, Ryanair's growth to 2034, and his public spat with Elon Musk over Starlink.

2 Nov · 9 min

City of London Chief Talks Board Diversity

Bloomberg's Caroline Hepker and a co-host interview Ian Thomas, Chief Executive of the City of London Corporation, after he was named the UK's most influential black person at this year's PowerList Awards. They cover the new Chancellor John Healey's budget, devolution, the City of London's growth figures, police funding and boardroom diversity.

2 Nov · 11 min

Instant Reaction: Wall Street Gets AI Wake-Up Call with Deep Tech Selloff

A brief Bloomberg instant reaction after a sharp US stock selloff, with Kristine Aquino, managing editor of the Bloomberg News Markets Live blog, discussing why the decline is hard to explain. The hosts cover volatility, the earnings season focus on cash flow and capital spending, and what Apple's results and foldable phone demand could signal.

30 Oct · 4 min

Roblox CEO David Baszucki Talks Potential Growth With AI Help

Bloomberg Talks interviews Roblox co-founder and CEO David Baszucki about the company's share drop, falling daily active users and bookings, and its bet that AI tools can reignite growth. They discuss user age segments, popular games like Steel and Egg, and the company's infrastructure.

30 Oct · 5 min

Starbucks CEO Brian Niccol Talks Potential For Multi-Brand Model

Bloomberg Television anchor Romaine Bostick interviews Starbucks chairman and CEO Brian Niccol after the company's latest earnings report. They discuss the end of the turnaround, growth guidance for fiscal 2027 and 2028, store openings, the China partnership with Boyu Capital, menu trends such as matcha, and whether Starbucks might become a multi-brand company.

30 Oct · 9 min

Arora Group Founder Surinder Arora Talks UK's Business Outlook

Bloomberg Talks interviews Surinder Arora, founder and chairman of the Arora Group hotel operator, about the UK budget and its effect on business. He calls the budget flat, criticises welfare, NHS and tax policy, and argues the UK is pushing entrepreneurs out.

30 Oct · 9 min

Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips

Bloomberg Talks carries an instant reaction to two earnings reports, with Bloomberg Intelligence analysts assessing Intel's sharp share drop on weak PC demand and Amazon's shares falling despite AWS growth. Kunjan Sobhani discusses Intel's margins, data center push and foundry plans, while Anurag Rana covers AWS growth, Amazon's cash flow and the wider AI spending debate.

29 Oct · 10 min

Charles Schwab CEO Rick Wurster Talks Future of AI

Bloomberg Television hosts Carol Massar and Tim Stenovec interview Rick Wurster, CEO of Charles Schwab, at a conference about how Schwab is using AI for advisors, operations and clients. The conversation also covers prediction markets, the risks of letting AI agents manage client money, and the outlook for markets.

29 Oct · 12 min

NEC Director Kevin Hassett Talks US Economy

Bloomberg Talks interviews Kevin Hassett, director of the White House National Economic Council, about the latest GDP report, inflation, and the Federal Reserve a week before the US midterm elections. The conversation covers whether recent inflation is a blip, the Middle East energy shock, and the White House review involving Governor Lisa Cook.

29 Oct · 12 min

Cisco Systems President & Chief Product Officer Jeetu Patel Talks AI Industry

Cisco president and chief product officer Jeetu Patel discusses on Bloomberg Talks the trust, safety and security risks of AI agents and whether enterprises will adopt them. The conversation covers how agents differ from chatbots, what Cisco is doing about security, how the business model around AI may change, and whether AI companies can be paid for their work.

29 Oct · 8 min

Jersey Mike's CEO Charlie Morrison Talks 3rd Quarter Earnings Report

Bloomberg interviews Charlie Morrison, CEO of Jersey Mike's, after the sandwich chain's third-quarter earnings beat expectations and its shares rose. He discusses same-store sales growth, pricing and value promotions, expansion toward a 7,500-store U.S. opportunity, and the push to raise average unit volume toward $2m.

28 Oct · 6 min

CME Group CEO Terry Duffy Talks Perpetual Oil Futures

An interview from Bloomberg Talks with CME Group Chairman and CEO Terry Duffy, recorded at the Ripple Swell Conference, about Kalshi's proposed perpetual oil futures. Duffy argues that perpetual products are swaps rather than futures, that the CFTC approved them as futures, and that offshore perpetual markets pose leverage and liquidation risks.

28 Oct · 6 min

Energy Secretary Chris Wright Talks Diesel Prices

Bloomberg's interview with US Energy Secretary Chris Wright, recorded at a Wisconsin power plant, covers Department of Energy loans for grid reliability, oil and diesel prices, and the Iran conflict. It also covers the administration's stance on solar and wind, and reported talks between US and Russian energy companies.

28 Oct · 12 min

Baker Hughes CEO Lorenzo Simonelli Talks 3rd Quarter Results

Bloomberg interviews Baker Hughes chairman and CEO Lorenzo Simonelli about the company's third-quarter results and a sharp rise in orders. Simonelli discusses the Horizon 2 IET orders target, power generation and data center demand, turbine capacity and the effect of Middle East tensions.

28 Oct · 5 min

Earnings Special: Alphabet Disappoints Wall Street on Revenue & Income

Bloomberg's earnings special on Alphabet's third-quarter results, which missed Wall Street estimates for total revenue, search and advertising. Ed Ludlow, host of Bloomberg Tech, explains why investors are worried about AI's effect on search and about negative free cash flow from heavy capital spending.

28 Oct · 11 min

Instant Reaction: Fed Stands Pat, Says More Data Will Help Next Decision

Bloomberg's instant reaction to the Federal Reserve's decision to hold rates at 3.75% to 4% and signal that more data will guide its next decision. Bloomberg journalists and guests from J.P. Morgan and BlackRock debate what Fed chair Kevin Warsh's communication means for policy, inflation and markets.

28 Oct · 22 min

Anduril Founder Palmer Luckey Talks Partnership With Qualcomm

Palmer Luckey, co-founder of Anduril, discusses Blue Chip, a partnership with Qualcomm to rebuild an American computer supply chain and make a laptop in the United States. He covers military-first demand, component sourcing, display manufacturing, Anduril's software business, Project Meridian, Pentagon procurement and the midterms.

28 Oct · 15 min

Goldman Sachs Vice Chair Robert Kaplan Talks Fed Meeting

Bloomberg Talks features Robert Kaplan, Vice Chair of Goldman Sachs and former head of the Dallas Fed, in a wide-ranging conversation about the economy, inflation, Fed policy, AI, leadership and the return to office. The discussion also touches on US fiscal policy, Treasury markets, immigration and the coming midterm elections.

28 Oct · 15 min

Former SEC Chair Gary Gensler Talks AI Boom & More

A Bloomberg Talks interview with former SEC Chair Gary Gensler, now an MIT professor, about the AI investment boom and its financial risks. Gensler warns of a deceleration and reversal in AI spending, rising off-balance-sheet debt tied to data centers, and the Federal Reserve and U.S. politics ahead of the midterms.

27 Oct · 14 min

Morgan Stanley CIO Mike Wilson Talks Upcoming Fed Decision, Markets

Morgan Stanley Chief Investment Officer Mike Wilson joins Bloomberg Talks to discuss the stock market's recent correction, the upcoming midterm elections and a Federal Reserve meeting due the next day. He argues the correction is nearly finished, that the market is cheaper after a falling valuation multiple, and that investors should stay with quality leaders and keep a long-term view. The conversation also touches on AI listings, Meta's share offering and Whitney Tilson's comments on buy and hold.

27 Oct · 8 min

UPS CEO Carol Tomé Talks High Fuel Costs & Holiday Season Outlook

Bloomberg Talks carries an interview with UPS CEO Carol Tomé, recorded at UPS headquarters in Atlanta after the company's third-quarter earnings report, which beat on several metrics and raised full-year guidance. She and the interviewer discuss margins, the healthcare, data center and premium logistics growth plans, the post-Amazon network, management changes, succession, and the upcoming Teamsters contract.

27 Oct · 20 min

Bending Spoons CEO Luca Ferrari Talks IPO

Luca Ferrari, co-founder, CEO and chair of Italian software company Bending Spoons, joins Bloomberg Talks from the Nasdaq as the company goes public. He explains the company's acquire-and-transform model, its monetization, its AOL acquisition, its governance structure and the threat AI poses to its business.

1 Jul · 13 min