Wall Street Week

On this edition of Wall Street Week, Peter Kraus, Aperture Investors Chairman & CEO and Sarah Ketterer, Causeway Capital CEO tell us why the Fed's plan to raise rates in unlikely to hurt the economy. Jose Minaya, Nuveen CEO, makes the case for investing in alternatives in a higher-for-longer environment. Steve Rattner, Willett Advisors Chairman & CEO explains why he believes the UAW strike resolution might take a while and Lawrence H. Summers, Former US Treasury Secretary says the Fed should be cautious about remaining too optimistic. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Savita Subramanian, BofA Head of US Equity and Quantitative Strategy tells us why the UAW auto strike is more evidence of closing the wealth gap. Marty Chavez, Sixth Street Partners Vice Chairman explains the strategies the financial services world should employ when adopting AI. Ruth Simmons, Former Brown University President and Harvard University Senior Adviser urges corporations to lead the charge in improving diversity and access. and Lawrence H. Summers, Former US Treasury Secretary shares how he is teaming up with Bono to advocate for debt relief for developing economies. See omnystudio.com/listener for privacy information.

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world. Listen and Subscribe on: Apple: apple.co/3Eyz9EX Spotify: spoti.fi/45IG5LR Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Kristina Hooper, Invesco Chief Global Market Strategist dives into the likelihood of a soft landing after hotter-than-expected ISM services data. Niall Ferguson, Hoover Institution Senior Fellow warns of catastrophic effects without swift regulation of artificial intelligence. Peter Stavros, KKR Global Co-Head of Private Equity and Kathy Bolhous, Charter Next Generation CEO discuss the benefits of employee ownership and Larry Culp, GE Chairman & CEO explains his priorities in turning GE around and his future plans for the company. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Peter Borish, Computer Trading Corporation CEO tells us why the cooling labor market doesn't automatically suggest a Fed pause. Lawrence H. Summers, Former Treasury Secretary says that the August jobs report shows a step down the path to a hard landing. Chris Miller, "Chip War" author discusses who is leading the chipmaking charge. Steve Rattner, Willett Advisors CEO shares why he is concerned about a looming UAW strike and Alexander Colvin, Cornell School of Industrial and Labor Relations Dean discusses why the hand of labor is strong amid numerous summer strikes. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Lori Calvasina, RBC Capital Head of US Equity Strategy and Scott Chronert, Citi US Equity Strategist tell us about the paradigm shift we can expect to see in a higher-rates environment. Afsaneh Beschloss, RockCreek Founder & CEO says new entrants to BRICS don't have much in common with one other, and Eric Cantor, Moelis & Company Vice Chairman tells us how higher interest rates affect dealmaking. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Chris Ailman, CalSTRS CIO and Sonal Desai, Franklin Templeton Fixed Income CIO tell us why they believe the US consumer might weaken. Steve Rattner, Willett Advisors CEO and Lawrence H. Summers, Former Treasury Secretary explain why we might be in a goldilocks moment with inflation. See omnystudio.com/listener for privacy information.

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges. For more podcasts like this, and the news you need to start your day, subscribe to the Bloomberg Daybreak Podcast: Apple: http://bit.ly/3DWYoAN Spotify: http://bit.ly/3jGRYiB Anywhere: http://bit.ly/3J1bct9 See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist tell us why they see a rolling earnings recession. George Pyne, Bruin Capital Founder & CEO explains how fragmentation is leading to a realignment in college football. Deborah Lehr, Paulson Institute Vice Chairman and Executive Director and Edelman Global Advisory CEO sees certainty as central to China's economic stability and Rick Rieder, BlackRock Global Fixed Income CIO tells us how he would position a portfolio for a no-landing scenario. See omnystudio.com/listener for privacy information.

On this special edition of Wall Street Week, Bloomberg's David Westin spoke with key players in economic policy and business as they gathered in Colorado for the 2023 Aspen Economic Strategy Group Conference. Cecilia Rouse, Former Council of Economic Advisers Chair tells us why a little cooling is essential for the US labor market. Lawrence H. Summers, Former Treasury Secretary & Wall Street Week Contributor warns that inflation might be on the rise again. Hank Paulson & Tim Geithner, Former US Treasury Secretaries discuss what can be done to balance the fiscal state of the US. Austan Goolsbee, Chicago Fed president and Raphael Bostic, Atlanta Fed President both signal that the Fed is not done hiking rates just yet. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Greg Peters, PGIM Fixed Income Co-CIO dives into the BOJ's surprise to investors. Laura Tyson, UC Berkeley Haas School of Business Professor tells us why productivity gains from AI might help deliver a soft landing. Michael McKee, Bloomberg's International & Economic Policy Correspondent explains how the Fed and ECB can keep the pressure on inflation without turning lending stress into economic distress. Ralph Schlosstein, Evercore Chairman Emeritus says deal appetite is returning after a two-year drought. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Kristina Hooper, Invesco Chief Global Market Strategist & Saira Malik, Nuveen CIO discuss the likelihood of a soft landing ahead of the Fed's closely watched July decision. Dennis Arfa, Artist Group International Founder examines the effect Taylor Swift has had on the music business. Michael McKee, Bloomberg's International & Economic Policy Correspondent breaks down the impact the Fed's rate hikes have had on the dollar. Lawrence H. Summers, Former US Treasury Secretary and Steve Rattner, Willett Advisors CEO debate the distributional consequences of AI adoption, and Owen Thomas, Boston Properties CEO explains how office buildings are being repurposed. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist and Mona Mahajan, Edward Jones Senior Investment Strategist dive into the odds of a soft landing. Kathryn Judge, Columbia Law School Professor breaks down the potential impact of higher capital requirements on banks' willingness to lend. Afsaneh Beschloss, RockCreek CEO discusses the trajectory of China's rebound and Jon Klein, Former CNN President and HANG Media Co-Founder breaks down the disruptive effect of AI on the media industry. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, David Bianco, DWS Group Americas CIO dives into the bond markets' reaction to the June jobs report. Lawrence H. Summers, Former US Treasury Secretary gives us his thoughts on US jobs growth and inflation. We take a look at China's economic growth since the Reagan era with Bloomberg International Economics and Policy Correspondent, Michael McKee. Tom Barrack, Colony Capital Founder breaks down the intersection of foreign policy and business risks in the Middle East. Purnima Puri, HPS Head of Liquid Credit dives into whether the bargaining power shifted between the lender and the borrower. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Rebecca Patterson, Former Bridgewater Associates Chief Investment Strategist dives into China's global growth and what it means for the US economy. Blackstone CFO Michael Chae makes the case that AI will give private markets an edge over public markets. We take a look at why markets were muted in the face of a mutiny close-call with Bloomberg's Michael McKee. Darren Walker, Ford Foundation President breaks down the potential private sector impact of the US Supreme Court's decision on affirmative action. Sheila Bair, Former FDIC Chair tells us why the Fed's stress test results don't paint the full picture of banks' risks. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Christopher Ailman, CalSTRS CIO & Sarah Ketterer, Causeway Capital CEO dive into the sputtering equity rally and recession risks. Steve Pagliuca, Bain Capital Senior Advisor and Boston Celtics Co-Owner discusses rise in valuations of basketball and soccer teams and Ruchir Sharma, Rockefeller International Chairman explains why investors are interested in India. Antonio Neri, HPE President & CEO discusses HPE's new cloud service and why it will be a huge boost in revenue growth. Also, Jana Eggers, Nara Logics CEO breaks down potential risks surrounding AI. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sonal Desai, Franklin Templeton Fixed Income CIO & Tracy Alloway, Bloomberg News Managing Editor dive into the enthusiasm around AI. C.S. Venkatakrishnan, Barclays CEO shares his thoughts on UBS's takeover of Credit Suisse and Robert Sulentic, CBRE CEO discusses the effect rates will have on commercial real estate in America's biggest cities. And Lawrence H. Summers, Former Treasury Secretary explains why he was confused by the Fed's action at its June meeting. See omnystudio.com/listener for privacy information.

Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast. On Apple: apple.co/45Oio52 On Spotify: spoti.fi/3NdBTM7 On Stitcher: bit.ly/45MmtGW Anywhere: bit.ly/3oODwaO See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Julian Salisbury, Goldman Sachs CIO of Asset and Wealth Management & Lisa Erickson, US Bank Head of Public Markets discuss the increasing interest around private credit. Ray Dalio, Bridgewater Founder says both sides lose in a US-China conflict and Niall Ferguson, Hoover Institution Fellow and Bloomberg Opinion Columnist disagrees with Dalio and explains why the US might not be an obvious winner. Peter Stavros, KKR Partner & Co-Head of Global Private Equity discusses how stakeholder capitalism might be changing the face of private equity. And Brian Moynihan, Bank of America Chairman and CEO discusses the effects of potential increases in capital requirements for banks. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Barbara Reinhard, Voya Capital Head of Asset Allocation & Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager dives into what the hot labor market will mean for the Fed's efforts to curb inflation. Eileen O'Connor, Rockefeller Foundation SVP for Communications, Policy, and Advocacy explains the chilling effect that anti-ESG state actions are having on pensions and companies and Sam Palmisano, Center for Global Enterprise Chairman and Former IBM CEO discusses how big AI might become. And Lawrence H. Summers, Former US Treasury Secretary says that the Fed might have to raise rates in its June meeting. See omnystudio.com/listener for privacy information.