Analysis: Interviews

Roubini Says He's Not Concerned About an AI Bubble

Nouriel Roubini, CEO of Roubini Macro Associates, discusses the outlook for bond markets, the artificial intelligence trade and risks facing markets. Some people are concerned about this AI being a...

Citadel's Ubide Expects Treasury Yields to 'Stabilize'

Angel Ubide, Citadel's head of economic research for fixed income and macro, discusses the outlook for Federal Reserve policy, Treasuries and the spread between French and Italian bond yields....

Norway Twists The Knife on Treasuries: 3-Minutes MLIV

Guy Johnson, Tom Mackenzie and Paul Dobson break down today's key themes for analysts and investors on Bloomberg: The Opening Trade. ...

Citi Says European Economic Data, Earnings Going in 'Right Direction'

Beata Manthey, European equity strategy head at Citi, says economic data, earnings revisions and government policy paint a positive picture for European firms. We argue that actually policymakers...

Markets Weigh Energy Supply Strain: Market Snapshot

A fresh flare up in tit-for-tat attacks between the US and Iran put the Strait of Hormuz back in focus as gas, oil and other commodity prices rallied this week. With negotiations between the two...

Skylar CIO: AI & Power Story Will Play Out Over Years

Bill Perkins discusses a new ETF built around short-dated electricity futures in PJM and ERCOT, saying it gives investors direct exposure to power pricing rather than to utilities themselves. He...

ValueEdge Chair: SpaceX Needs A Succession Plan

Nell Minow, Chair of ValueEdge Advisors, says Anthropic is moving in the opposite direction from SpaceX on governance, but argues its structure is still unusual and potentially problematic. She...

Apple Headhunter on Ternus Era: Best AI Talent Will Win

Jeff Christian, who says he oversaw the last two board searches at Apple under Steve Jobs and argues that the selection of John Ternus signals a strategic shift. The discussion then moves to what...

Daydream CEO on AI's Impact on Back-To-School Shopping

Julie Bornstein, Founder & CEO of Daydream, says back-to-school season is becoming a major test case for AI-powered shopping. She explains that Daydream works as an app and website where users can...

Skyworks Chair: It Will Be a While Before This Cycle Ends

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first...

Zumba CEO on Company Growth Over the Last 25 Years

Zumba CEO and President Alberto Perlman sits down with Romaine Bostick on 'The Close' to discuss all things fitness, how AI is changing the business, what's next for dance fitness and more. ...

Sam Altman Says Industry Has Done a Bad Job of Communicating AI Benefits

OpenAI CEO and co-founder Sam Altman says the tech industry has done a terrible job of communicating the benefits of AI during an interview with Ed Ludlow on Bloomberg The Close. ...

OpenAI's Altman Says Astra Model Took Longer Than Hoped

OpenAI CEO and co-founder Sam Altman discusses the rollout GPT-6 Astra, the company's latest AI model. He speaks with Ed Ludlow on Bloomberg The Close. ...

SALT Break Sought by NY, CA Pays Off Across US

Bloomberg's Caitlin Reilly joins Michael McKee on Bloomberg Real Yield. The expanded state and local tax deduction championed by New York lawmakers is gaining favor around the US, benefiting...

Trillion-Dollar Dislocation Hides in Calm Credit Markets

Bloomberg's Tosos Vossos joins Michael McKee on Bloomberg Real Yield. As government bond yields across the world erupt, corporate credit has rarely looked calmer. Yet even in that market, about $1...

Waller Is A Proxy For The Eight Fed Voters: Berro

Kelsey Berro, fixed income portfolio manager JPMorgan Asset Management, and Deborah Cunningham, executive vice president, CIO global liquidity markets, and senior portfolio manager at Federated...

Cliffwater, Blackstone Private Credit Funds Cap Redemptions

Bloomberg's Olivia Fishlow joins Michael McKee on Bloomberg Real Yield. Cliffwater's flagship private credit fund again capped redemptions at 5% in the third quarter, after investors sought to pull...

AI Fuels Snowflake's Accelerating Revenue Growth

Snowflake posted a third straight quarter of accelerating product revenue growth and raised its full-year outlook, with CEO Sridhar Ramaswamy saying AI accounted for about half of the company's...

Wayve, Uber Bring Robotaxi Rides to London

Self-driving startup Wayve is launching robotaxi rides with Uber in London, initially with safety drivers behind the wheel. CEO Alex Kendall discusses the path to fully driverless service, plans to...