“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Jim Gilmore, former Virginia governor, RNC chair and ambassador to the Organization for Security and Cooperation in Europe, says the US has made a dramatic reversal in its policy toward Ukraine and argues Americans deserve an explanation for the shift. Rep. Sydney Kamlager-Dove (D-CA) says she would “100%” support Representative Thomas Massie’s resolution to impeach Defense Secretary Pete Hegseth and says he would be “on the hot seat” when lawmakers return to Washington after the midterms.

Chapters:

00:01:26 Bloomberg’s Ed Ludlow on Meta and Tesla Report Third-Quarter Earnings
00:05:05 Bloomberg’s Josh Wingrove on Trump Heads to South Carolina as GOP Senate Race Tightens
00:08:57 Jim Gilmore, Former Virginia Governor, RNC Chair and Ambassador to the Organization for Security and Cooperation in Europe, on Saudi Arabia, the Houthis and Middle East Tensions
00:11:08 Jim Gilmore Criticizes US Shift on Russia and Ukraine
00:13:57 Jim Gilmore on Why Foreign Policy Could Matter in the Midterms
00:15:53 Jim Gilmore on Early Voting Surges Ahead of Election Day
00:18:43 Bloomberg Opinion’s Nia-Malika Henderson on Michigan Senate Candidates Prepare for Final Debate
00:24:46 Rep. Sydney Kamlager-Dove (D-CA) on Zuckerberg Threatens California Exit Over Proposition 40
00:26:51 Rep. Sydney Kamlager-Dove (D-CA) on Election Security and LA County Ballot Processing
00:29:15 Rep. Sydney Kamlager-Dove (D-CA) on Mysterious White Powder Sent to Members of Congress
00:30:25 Rep. Sydney Kamlager-Dove (D-CA) on Growing Security Concerns in the Middle East
00:31:58 Rep. Sydney Kamlager-Dove (D-CA) on Possible Hegseth Impeachment
00:34:48 Bloomberg’s Mark Niquette on Vance Dismisses Concerns Over Ad From Ramaswamy
00:36:51 Political Panel Reacts: Ramaswamy Ad Backlash, Kansas Senate Debate Focuses on Health Care and Costs, Obama and Trump Hit the Trail in Michigan

——–
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Nvidia delivers a massive AI-driven forecast, lifting markets and fueling bets the AI boom still has legs. Bond markets on edge ahead of Kevin Warsh’s Jackson Hole debut. Plus, Okta CEO Todd McKinnon weighs in on AI agent security and enterprise demand.

Chapters:
00:00:00 – Open Interest
00:01:11 – Nvidia’s 70% Growth Outlook, AI Demand, AWS Expansion & Hugging Face Deal Rumors
00:05:39 – Dollar General vs. Dollar Tree, Best Buy Earnings & Consumer Spending Trends
00:09:09 – Jackson Hole Preview, Kevin Warsh, Fed Policy & Interest Rate Expectations
00:12:49 – High Interest| Shein’s IPO Pricing, U.S. Probe Into AI Chip Exports & Nvidia’s 2028 Growth Forecast
00:14:02 – Pierre Ferragu New Street | Nvidia’s Path to $1 Trillion Revenue, AI Infrastructure Buildout & Supply Constraints
00:23:05 – Aoifinn Devitt Moneta | Nvidia’s AI Boom, Bond Market Concerns, AI Spending Sustainability & Jackson Hole Risks
00:31:09 – Top Calls | Abercrombie Downgrade, Salesforce Price Target Increase & Nvidia Price Target Hikes
00:32:09 – Why Nvidia’s 70% Forecast Reignited the AI Trade
00:37:53 – Salesforce, CrowdStrike, AI Software Winners & Cybersecurity Demand
00:44:21 – Nvidia’s AI Dominance, Hyperscaler Spending, Supply Chain Expansion & Competition Risks
00:47:57 – Brooke May Evans May Wealth | AI Adoption, Nvidia’s Staying Power, Market Outlook & Jackson Hole Impact
00:55:56 – High Interest| NYC Severe Weather Alert, Hugging Face’s Duck Robot & U.S.-Canada Trade Breakdown
00:57:05 – Canada Trade Fight, Auto Tariffs, Semiconductor Tariffs & Texas Data Center Politics
01:04:32 – Todd McKinnon Okta | AI Agents, Identity Security, Cybersecurity Growth & the Future of Enterprise AI
01:14:10 – Todd Boehly’s Insurance Empire, Private Credit, Data Center Financing & Regulatory Risks
01:19:18 – Jeff Schmid Interview, Jackson Hole, Fed Credibility & Kevin Warsh’s Challenge
——–
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, David Ingles and Rebecca Choong Wilkins give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:27 – German conservatives seal election win
00:07:07 – Trump team said to push Mexico toward tariffs on Chinese imports
00:10:54 – AllianzGI Global CIO Equity Virginie Maisonneuve on market strategy
00:26:05 – Chinese government bonds under pressure
00:31:49 – New World warns of first-half loss on writedowns as woes persist
00:36:50 – Zelenskiy says he would be ready to quit for sake of Ukraine peace
00:39:53 – China’s drone dominance reshaping future of military strategies
00:45:23 – Breaking: Alibaba to invest over $53B in AI, cloud in three years
00:50:10 – Market reaction to Alibaba’s Ai investment plan
00:55:37 – German Chamber of Commerce in East China’s Maximilian Butek on German elections, Germany-China ties
01:11:36 – Former PLA Senior Colonel Zhou Bo on China’s likely role in a post-war Ukraine
01:24:16 – Former PLA Senior Colonal Zhou Bo on US-China relations under Trump
01:30:54 – Covid-like bat virus discovered by researchers in Chinese lab
——–
More on Bloomberg Television and Markets

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Millions chased fast profits through complex trades. It ended with billions lost. How India’s options market unraveled and where retail traders go from here.
——–
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:10 – Meta posts clear earnings beat, Tesla results remain mixed
00:09:09 – HSTECH drops below 4,000 for the first time in two years
00:10:49 – Exclusive: Barclays’ Kaanhari Singh on Asia equity flows
00:27:04 – China regulator urges e-commerce quality controls
00:30:34 – Breaking: BOK says 2026 and 2027 growth to outpace previous outlook
00:33:50 – Exclusive: Former US House Speaker Kevin McCarthy on midterm elections
00:46:22 – Breaking: Tech stocks lead losses in Asia
00:51:03 – APAC rate decisions in focus
00:57:31 – Exclusive: Former MI6 chief on Iran war fallout
01:06:50 – Breaking: DeepSeek raises $15B in funding deal joined by Tencent, CATL
01:08:47 – DeepSeek deal seeks to challenge US AI labs
01:12:42 – Exclusive: Boston Dynamics founder Marc Raibert on the future of robotics
01:23:25 – China hybrid export surge set to boost automakers’ 3Q earnings
01:30:06 – Breaking: China’s CSI 300 falls 20% from June high
01:32:06 – China and Hong Kong stocks extend losses
——–
More on Bloomberg Television and Markets

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