Analysis: Interviews

SpaceX Has a Bit of an 'Identity Crisis,' Zhu Says

Moffettnathanson Research Analyst Julie Zhu says SpaceX almost has an identity crisis. Elon Musk's company is set to report its first-ever quarterly earnings results on Tuesday after going public...

Churchill's Schwimmer: Private Markets in 'Platinum Era'

During the countdown to the market close, Romaine Bostick highlighted the recent surge in private debt defaults, noting that Fitch Ratings reported a record 6% default rate among 1,300 US private...

Portal Innovations CEO on Future of US Medical Research

The Trump administration is advancing a plan to allocate $200 billion annually toward medical research, emphasizing support for individual scientists and private research facilities rather than...

Active ETF, Model Portfolio Growth to Persist: Framsted

Holly Framsted, head of global product strategy and development at Capital Group, joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. They discussed ETF and mutual funds flows as well as...

Corgi On Pace to Launch 500 ETFs In First Year

Bloomberg's Isabelle Lee joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. Corgi is on pace to launch roughly 500 ETFs within its first year, more than BlackRock accumulated over many years....

Fundamentals In Korea Are Incredibly Strong: Taylor

Sean Taylor, CIO and portfolio manager at Matthews, joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. They discuss Mathews Korea Active ETF . ...

Why Apple Wants You to Upgrade More Often

Apple is making a big bet that customers would rather pay by the month than all at once, with its new Apple Upgrade program designed to make upgrading your devices feel more like a subscription....

Anchor Funds Depend On Sticky Assets: Nandakumar

Amrita Nandakumar, president of Vident Asset Management, joins Scarlet Fu and Eric Balchunas on Bloomberg ETF IQ. They discussed the growing volume of ETF launches and how issuers should center...

AstraZeneca Investors See Little Logic in Bristol Tie-Up

AstraZeneca Plc investors had a clear message for the UK drugmaker on Monday: they don't like the idea of a $400 billion merger with Bristol-Myers Squibb Co . Bloomberg Intelligence's Director of...

AI Valuation Gaps Set to Widen as Investment Cycle Matures

A volatile month for US equities ended on a higher note Friday, with the S&P 500 Index clocking a 1.1% weekly advance. Much of the comeback can be linked to gains in technology stocks on Thursday...

Pimco's Stracke Says AI-Related Financing in Early Innings

Pimco President Christian Stracke says the financing of digital infrastructure is only in the early innings. Speaking on Bloomberg Open Interest, Stracke also discusses the risks in the lending...

Mark Penn: AI Won't Replace Agencies

Stagwell CEO Mark Penn joined Bloomberg Open Interest to explain how AI is helping the marketing challenger win major global clients and deliver everything from smarter targeting to faster...

Yen Rises Amid Speculation of More Intervention After US Support

The yen rallied sharply on Monday amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week. Sonja Marten,...

Tyson Falls on 3Q Results; Bristol-Myers Squibb Surges on Potential Acquisition | Stock Movers

On this episode of Stock Movers: - Bristol-Myers Squibb shares are surging on news AstraZeneca , whose shares are lower, is exploring an acquisition of Bristol-Myers Squibb. - Tyson shares are...

Warsh Is Reverting Fed to Historic Norms, Gary Cohn Says

IBM Vice Chairman Gary Cohn says, the market became addicted to knowing what the Fed was going to do as he discusses market reaction to Federal Reserve Chairman Kevin Warsh's handling of the US...

Warsh Does Not Believe in Current Data Sources: Walser

Rebecca Walser of Walser Wealth Management joins Vonnie Quinn on Bloomberg Brief to discuss the implications of Fed Chair Kevin Warsh mulling changes to the frequency and timing of the Fed's policy...

'You Can't Fool the Bond,' Says BofA's Cabana on the Fed

Mark Cabana, head of US rates strategy at BofA Global Research, says the Federal Reserve now has a credibility issue as he discusses the bond market's reaction to last week's interest rate decision...

Eyre: US Has to Cut Losses In Iran War

President Trump says the US will start new negotiations with Iran after he called off a planned attack on Iran partially in response to pleas from US allies in the Middle East, including Saudi...

Kamel: Standard Raise Not Enough for Mideast Hiring

The war on Iran and talent shortages have made C-suite candidates much harder to recruit and retain in the Middle East. That's according to Alchemy Search, who says candidates have stronger...