Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00:00 Bloomberg Surveillance starts
02:48 AI Trade, Samsung Earnings & Memory Stocks — Julian Emanuel, Evercore
18:32 Geopolitics, Defense Stocks & Market Risks — Julian Emanuel, Evercore
32:13 AI Memory, Samsung & HBM Demand — Matt Bryson, Wedbush
40:27 AI Profits, ROI & Market Valuations — Torsten Sløk, Apollo
50:55 AI CapEx, Big Tech & Earnings — Stuart Kaiser, Citi
01:06:06 NATO, Europe & Defense Spending — Jon Lieber, Eurasia Group
01:17:08 Consumer Spending, Inflation & Walmart Prices — Michelle Meyer, Mastercard
01:25:57 NATO, Ukraine & Defense Spending — Ulf Kristersson, Swedish Prime Minister
01:39:11 AI CapEx, Tech Rotation & Earnings — Keith Lerner, Truist
01:53:14 AI Memory, SK Hynix & Chip Demand — Ted Mortonson, Baird
02:05:53 Fed Outlook, Treasury Yields & Rate Hikes — Collin Martin, Charles Schwab
02:16:31 SpaceX Valuation & AI Infrastructure — Nicolas Owens, Morningstar
——–
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Why is Reform UK leader Nigel Farage resigning right now? Lucy White explains.
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin Begins
00:01:24 – Oil climbs as geopolitical risks intensify
00:07:03 – Temasek’s Rohit Sipahimalani on AI opportunities across US and China
00:09:09 – Rohit Sipahimalani on froth in AI valuations and importance of diversification
00:14:36 – Nomura’s Julia Wang on fragile US-Iran peace dynamics
00:19:41 – Julia Wang on AI investment approaches amid geopolitical uncertainty
00:22:09 – Oil rises as US hits Iran, stocks lose momentum
00:23:31 – Modi in Melbourne to discuss energy, rally Indian diaspora
00:25:45 – Rising global support for right-leaning parties amid economic anxiety
00:30:43 – CT Group’s Sir Lynton Crosby on populism and voter distrust
00:34:18 – Sir Lynton Crosby on election strategies and geopolitical uncertainty
——–
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In April, the price of tomatoes was around $2.69 per pound — the highest seen in some four decades. So what’s driving the price spike?

Jacob Krempel, senior vice president of procurement and merchandising at the wholesale food distributor Baldor, joins Tracy Alloway and Joe Weisenthal to unpack why consumers are paying more and more at the grocery store.
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“Bloomberg Crypto” covers the people, transactions, and technology shaping the world of decentralized finance. Today’s guests: Ice-OKX Joint Venture Co-Chair & Former New York Governor Andrew Cuomo, Figure Co-Founder Executive Chairman Mike Cagney, BitGo CEO Michael Belshe, and Lyn Alden Investment Strategy Founder Strategist Lyn Alden.

Chapters:
00:01:30 – Andrew Cuomo on Joining OKX, ICE & the Future of Tokenized Equities
00:05:46 – Why Tokenized Stocks Could Transform the New York Stock Exchange
00:07:41 – Cuomo on Crypto Regulation, OKX, and the Future of U.S. Digital Assets
00:09:58 – The CLARITY Act, Washington Politics & Why Crypto Rules Are Taking So Long
00:16:24 – Ethics in Crypto: Trump, Public Officials & Financial Conflicts of Interest
00:19:19 – Robinhood Rolls Out Perpetual Futures In Europe
00:24:19 – Money Rewired: Stablecoin Consortium Takes Aim at Circle
00:28:25 – Figure CEO Mike Cagney on Blockchain Lending & the Kiavi Acquisition
00:30:09 – Can Blockchain Replace Traditional Mortgage Infrastructure?
00:34:29 – BitGo CEO on Crypto Infrastructure, Custody & the Future of Digital Assets
00:36:44 – Layoffs, AI Productivity & Building a Sustainable Crypto Business
00:38:49 – Quantum Computing Risks & Preparing Crypto for the Next Security Era
00:41:09 – Lyn Alden on Strategy Selling Bitcoin & What It Means for Investors
00:42:54 – Is Strategy Still Bitcoin’s Most Important Corporate Holder?
00:44:46 – Treasury Companies, Bitcoin Strategy & Final Market Outlook
——–
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