Bloomberg Businessweek

Episoade

• For Software Engineers, the AI Reckoning Has Already Arrived 17.07.2026 7min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Generative AI is rapidly automating basic coding, freezing junior hiring and dismantling the traditional tech career ladder. By erasing entry-level roles to maximize short-term productivity, companies are cutting off the very rungs needed to train the next generation of senior system architects.For more on their partnership, Carol Massar and Tim Stenovec spoke with Mark Milian, Bloomberg Businessweek Deputy EditorSee omnystudio.com/listener for privacy information.
• Instant Reaction: Netflix Disappoints Again with Slow Growth 16.07.2026 19min

  Netflix forecast a second consecutive quarter of slowing sales growth, feeding investor anxiety about the streaming giant’s future.The company projected revenue of $12.9 billion in the current quarter and earnings of 82 cents a share, both a little shy of analysts’ expectations. The shares fell as much as 9% in after-hours trading.Second-quarter results were in line with Wall Street’s consensus, but most of the attention has been on future performance.Shares in Netflix have declined more than 40% over the last year, as the company’s pursuit of Warner Bros. Discovery Inc. and subsequent financial results have caused investors to worry that the leader in streaming has lost momentum.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Tim Stenovec and Carol Massar speak with: Felix Gillette, Bloomberg News Media and Entertainment Editor Eric Clark, Portfolio Manager, LOGO ETF and CIO, Accuvest Global Advisors Geetha Ranganathan, Bloomberg Intelligence Senior Media Analyst Ed Ludlow, Bloomberg Tech Host   See omnystudio.com/listener for privacy information.
• US Launches New Strikes on Iran as Hormuz Traffic Slumps 16.07.2026 43min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.The US launched fresh strikes against Iran on Thursday, the fifth straight day of attacks as shipping traffic slumped in the critical Strait of Hormuz.The attacks began at 2 p.m. ET, according to US Central Command, with US forces aiming to “further degrade Iranian military capabilities.”Iran responded to earlier strikes by firing at American bases in Kuwait and Jordan, with the Kuwaiti Armed Forces warning of explosions as a result of air-defense systems intercepting hostile targets.On this episode, Carol Massar and Tim Stenovec speak with: Nick Wadhams, Bloomberg News National Security Reporter Ed Ludlow, Bloomberg Tech Host on TSMC, renewed/continuing AI trade worries Madison Muller, Bloomberg News Healthcare Reporter on Lilly Strikes $3.8B Deal for Psychedelic Drugmaker and Merck’s $3,800-a-Year Cholesterol-Cutting Pill Gets FDA Nod David George, Senior Research Analyst at Baird  See omnystudio.com/listener for privacy information.
• Proactive Mental Health Support Can Support Global Economy 16.07.2026 11min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.A global study of more than 13,000 workers finds major life events – from returning to work after becoming a parent, to getting divorced and losing a loved one – can have a significant impact on people's health and wellbeing, contributing to an estimated $636 billion in lost productivity and 1.7 billion working days lost globally each year. Economic modelling suggests earlier mental health support before or during major life events could save $42 billion and recover 108 million working days annually. Those who took proactive steps such as talking to friends and family, seeking professional support or speaking to a healthcare provider, took an average of five fewer days off work due to better health, with 7 in 10 wishing they had taken earlier action to support their mental health before or during a major life event. Findings reveal a significant opportunity to improve health, boost the economy and help people navigate life's biggest moments through earlier mental health support.For more, Carol Massar and Tim Stenovec speak with Sam Miley, Head of Forecasting and Thought Leadership at the Centre for Economics and Business Research and Andrea Christie-David, Director of Mental Health at Bupa, an international private healthcare companySee omnystudio.com/listener for privacy information.
• Unhealthy Air Quality Envelops NYC as Heat Tests US Grids 15.07.2026 39min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Extreme weather is slamming the US. Wildfire smoke is degrading air quality in New York as intense heat across much of the country had led a grid in the country’s midsection to declare an emergency. In California, utility PG&E Corp. warned that power shutoffs will be required across several counties as dry conditions and gusty winds increase fire risks.Wildfire smoke from hundreds of fires burning across Canada blanketed parts of the Great Lakes, Midwest and Northeast on Wednesday, turning the sun over New York City and Toronto into a hazy, yellowish orb. Air quality dropped to unhealthy levels in Manhattan, Brooklyn and Queens, as well as Toronto, according to the US Environmental Protection Agency’s AirNow.gov. Chicago will likely see its air quality fall to unhealthy levels Thursday.“This will be a prolonged event, and we may see worse air quality tomorrow,” said Amanda Lefton, commissioner of the New York State Department of Environmental Conservation, adding that the smoke will come “in waves” throughout the day.On this episode, Carol Massar and Tim Stenovec speak with: Emily Forgash, Bloomberg News Weather Reporter on heat wave, Canada wildfire smoke and NYC air warning John Engel, Vice President of Digital Strategy & Strategic Innovation, OATI on the burden of summer heat on utilities and what consumers can do to keep energy bills low and products running efficiently Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech on Apple Gets Approval for iPhone AI in China With Alibaba, Baidu AND OpenAI’s First Device Will Be Speaker Built as AI Companion Natalie Lung, Bloomberg News Tech and Consumer Apps Reporter AND Kara Carlson, Bloomberg News EV Reporter on Robotaxi Riders Are Falling Asleep, Sparking Frantic 911 Calls See omnystudio.com/listener for privacy information.
• Your Weather App Could Soon Develop Blind Spots 15.07.2026 7min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.The US weather-forecasting system is gathering less information due to budget and staffing cuts by the Trump administration, which could lead to a decline in forecast quality. Meteorologists warn that the reduced data collection, including fewer weather balloon launches, increases the risk of missing extreme weather turns, which could result in unnecessary deaths, property losses, and economic disruption. The lack of real-time data and reduced forecasting accuracy may lead to higher insurance costs, as insurers price in the uncertainty, and could also cause "alarm fatigue" when people become desensitized to warnings due to overreaction by emergency managers.For more, Carol Massar and Tim Stenovec speak with Mark Gongloff, Bloomberg Opinion ColumnistSee omnystudio.com/listener for privacy information.
• Warsh Vows to Deliver Price Stability, Fed ‘Regime Change’ 14.07.2026 49min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve Chairman Kevin Warsh said policymakers at the central bank have no tolerance for high inflation, reiterating a vow to tame price growth that has been elevated for five years.“The members of our committee have no tolerance for persistently elevated inflation,” Warsh said Tuesday in testimony before lawmakers. “And we share a resolute commitment to restoring price stability.”The new Fed chairman has emphasized policymakers’ commitment to tackling inflation since he took office in May, and said the number one objective is to get monetary policy right.Warsh’s appearance before the panel comes amid warnings from several other Fed policymakers that higher interest rates may be needed to curb inflation. The testimony was prepared prior to the Bureau of Labor Statistics’ release of fresh inflation data that showed consumer prices declined in June for the first time in six years and a key gauge of underlying inflation was little changed.On this episode, Carol Massar and Tim Stenovec speak with: Yelena Shuylatyeva, Senior US Economist, The Conference Board on Warsh testimony, CPI reaction and PPI Geoff Karren, Energy Group Capital Chief Investment Officer & Portfolio Manager Udesh Jha, Chief Risk Officer, Kalshi AND Katherine “Kat” Doherty, Bloomberg News Finance Reporter on Kalshi Ramps Up Effort to Build Markets for AI Computing Power Chris Rovzar, Bloomberg Pursuits Editor-at-Large on Wearing Shorts to Work? That Should Be OK in 2026 See omnystudio.com/listener for privacy information.
• Apple’s Lawsuit Will Disrupt OpenAI’s Bid to Rival the iPhone 14.07.2026 10min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Apple has filed a lawsuit against OpenAI, alleging that the company systematically stole its intellectual property by asking former Apple employees to bring information about unreleased products. Apple is seeking monetary damages and an order requiring OpenAI to halt the alleged conduct and destroy any proprietary materials, which could disrupt OpenAI's device ambitions and slow its recruiting pipeline. The lawsuit may cause OpenAI to become more cautious, create more red tape, and slow development, potentially forcing the company to redesign its products if Apple proves that OpenAI incorporated its trade secrets into upcoming devices.For more, Carol Massar and Tim Stenovec speak with Mark Gurman, Bloomberg News Managing Editor for Global Consumer TechSee omnystudio.com/listener for privacy information.
• Trump Restarts Iran Blockade as US Plans 20% Hormuz Charge 13.07.2026 40min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.President Donald Trump reinstated the US blockade of Iranian ships transiting the Strait of Hormuz and demanded a 20% reimbursement on all other cargo shipped through the waterway.Trump’s announcement Monday, in which he asserted the US would become the waterway’s “GUARDIAN,” intensifies an ongoing spat between Washington and Tehran over the status of the crucial shipping passage at the center of the two nations’ revived conflict.US military forces will resume blockading traffic to and from Iranian ports and coastal areas beginning July 14 at 4 p.m. New York time, Central Command said in a statement.Oil prices rose more than 9% Monday as traders rushed to price in flows through Hormuz possibly slowing again, while stocks and bonds fell.On this episode, Carol Massar and Tim Stenovec speak with: Rockford Weitz Professor of Practice in Maritime Studies at The Fletcher School at Tufts University Ian King, Bloomberg News US Semiconductor Reporter on SK Hynix, TSMC, chip trade Roger Crandall, CEO, Mass Mutual Erik Wasson, Bloomberg News Congressional Reporter on Graham Death Sets Up Succession Drama in South Carolina See omnystudio.com/listener for privacy information.
• Hit Memoir ‘Strangers’ Has Wealthy Women Checking Marital Mone 13.07.2026 8min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Belle Burden's memoir, Strangers, has spurred women to open the books on their marital finances and take control of their money. Women who have read the book are taking steps such as reading tax returns, checking beneficiaries, and asking questions about their financial situations. The book's influence is showing up in financial advisers' and lawyers' offices, with women seeking to rework or create financial agreements with their partners and protect their assets.For more, Carol Massar and guest host Isabelle Lee speak with Abha Bhattarai, Bloomberg News Equality Team LeaderSee omnystudio.com/listener for privacy information.
• Bloomberg Businessweek Weekend - July 10th, 2026 10.07.2026 37min

  Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."Hosted by Carol Massar and Tim StenovecHear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio.You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News.Like us at Bloomberg Radio on Facebook and follow us on Twitter @carolmassar @timsteno and @BWSee omnystudio.com/listener for privacy information.
• SK Chairman Has 'Much, Much Bigger' US Investment Plan 10.07.2026 38min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. SK Hynix Inc. is considering new ways of selling access to its memory chips, including a concept called “memory as a service,” suggesting customers could rent usage from the South Korean company rather than purchasing the actual semiconductors. “We could actually deliver some other business models,” SK Group Chairman Chey Tae-won said in an interview with Bloomberg Television. “We could be memory servicers, memory as a service. In the future, that is another area where we could actually focus.” Chey, whose company controls SK Hynix, made the comments after the South Korean chipmaker raised $26.5 billion with its American depositary receipt offering, the largest ever US first-time share sale by a foreign company. SK Hynix’s ADRs opened about 14% above their offering price. Chey didn’t specify exactly how such a business model would work and said new software would be needed to enable it. But tech companies have run “software as a service” businesses and other variations in which clients can pay usage fees to access software or computing power rather than buy it outright. Chey said the goal of such a new service would be to solve the bottleneck of memory capacity. On this episode, Carol Massar and guest host Isabelle Lee speak with: Ed Ludlow, Bloomberg Tech Host Nina Trentmann, Bloomberg News Senior Editor AND Chris Stansbury, CFO, Lumen on Lumen's Data-Center Fiber Deals, Alkira acquisition Stuart Paul, Bloomberg Economics US & Canada Economist on Fed’s Warsh Names Leadership for Five New Task Forces Richard O'Brien, GM at Giesen Wine on Giesen’s early entry into the non-alcoholic wine category and the evolution of Giesen 0% into the #1 premium NA wine brand in the U.S. See omnystudio.com/listener for privacy information.
• Rare Earth Talent Scramble Lures 86-Year-Old From Retirement 10.07.2026 11min

  The US is trying to rebuild its domestic supply chain for rare earth elements, but is facing a challenge in finding talent to run the facilities. Rare earth plants are complicated and expensive to build, and chemical engineers and metallurgists experienced in rare earths have nearly gone extinct in America. The federal government and universities are trying to rebuild the pipeline of skilled workers, but the US produces far fewer mining graduates than China, and the industry faces an economic hurdle in attracting specialists.For more, Carol and guest host Lisa Mateo speak with Jacob Lorinc, Bloomberg News Mining & Metals ReporterSee omnystudio.com/listener for privacy information.
• Fears Grow for a Return to War Between US and Iran 09.07.2026 29min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.The US military attacked Iran for a second day and Tehran retaliated against American allies in the Persian Gulf, raising fears of a return to war after little progress in efforts to secure a diplomatic outcome.US Central Command said on X about 90 targets were hit overnight — after 80 the previous day — “to further degrade” Iran’s ability to attack commercial shipping in the Strait of Hormuz. Iran reported strikes on the perimeter of a nuclear power plant and two railway bridges connecting the capital to the city of Mashhad, where former Supreme Leader Ali Khamenei is being buried on Thursday.The Islamic Republic responded by targeting US bases in Bahrain, Kuwait and Qatar, according to the semi-official Iranian Students’ News Agency. Jordan intercepted eight Iran-launched missiles, according to that country’s state-owned TV.  Today's episode features: Edward Fishman, Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations on Iran latest Aaron Mulvihill, Global Alternatives Strategist at JPMorgan Asset Management on mkt reaction to Iran/tech trade, IPO and earnings outlook Kurt Wagner, Bloomberg News Senior Technology Reporter  on Zuckerberg Sets ‘Aggressive’ Price With Meta’s Pay-to-Use AI Nancy Cook, Bloomberg News Senior National Political Correspondent on Democratic Infighting Puts Party’s Midterm Targets at Risk See omnystudio.com/listener for privacy information.
• Climate-Friendly Cows Put New Zealand at Center of Global Methane Fight 09.07.2026 7min

  New Zealand’s farms are set to become a real-life laboratory for one of agriculture’s toughest climate challenges — reducing the methane cows and sheep belch. After years of research and investment, the country is on the cusp of giving farmers the first of a new generation of tools to curb the amount of the greenhouse gas livestock emit. Whether they can be deployed at the scale and speed needed to meaningfully reduce emissions and satisfy climate goals remains uncertain.For more, Carol and guest host Bailey Lipshultz spoke with Tracy Withers, Bloomberg News ReporterSee omnystudio.com/listener for privacy information.
• Trump Says US May Strike Iran Again, Threatens New Blockade 08.07.2026 40min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.  President Donald Trump said the US would probably launch further strikes on Iran and could resume a blockade on the country’s ports, ratcheting up pressure on Tehran and raising the prospect of a return to all-out war. “We hit them very hard last night,” Trump said Wednesday on the sidelines of the NATO summit in Ankara, Turkey. “Probably hit them hard again tonight.”  Today’s episode features:  Will Todman, CSIS Chief of Staff of the Geopolitics and Foreign Policy Department and Senior Fellow of the Middle East Program on Iran latest  Stephanie Roth, Chief Economist at Wolfe Research, reacts to Fed minutes, weighs in on US consumer and inflation  Emile Servan-Schreiber, CEO at Hypermind on his Bloomberg Opinion piece: Prediction Markets Work Without Money  Shirin Ghaffary, BN AI Reporter, Sridhar Natarajan, BN Chief Wall St Correspondent, and Katherine Doherty, BN Finance Reporter on BofA Bankers U-Turn on OpenAI Loan in Bid to Secure Spot on IPO See omnystudio.com/listener for privacy information.
• Using AI for Ski Resort Management 08.07.2026 11min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Jackson Hole Mountain Resort is making the move to SnowCloud, a technology company focused on improving the resort guest purchasing and arrival experiences, and is completely gutting their tech stack for a more connected, guest focused experience. When one of the world’s most renowned resorts makes the move, it’s sort of the point of demarcation for the industry.For more on their partnership, Carol Massar and guest host Emily Graffeo spoke with Joe Hession, CEO and Co-Founder of SnowCloud AND Doug Pierini, CEO of Jackson Hole Mountain Resort.See omnystudio.com/listener for privacy information.
• US Revokes Waiver Allowing Iran Oil Sales After Tanker Attacks 07.07.2026 41min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.  The US Treasury Department revoked a waiver that allowed the sale of Iranian oil in response to attacks on tankers in the Strait of Hormuz, jeopardizing an interim peace deal between Washington and Tehran.  The Office of Foreign Assets Control said no new transactions for Iranian oil may take place on or after July 7. A previous version of the waiver, titled General License X, was issued in the wake of the peace agreement and allowed transactions for 60 days, through August 21.  Today’s episode features:  Daan Struyven, Co-Head of Global Commodities Research at Goldman Sachs  Ed Ludlow, Host of Bloomberg Tech  Stuart Paul, Bloomberg Economics US & Canada Economist  Kate Gulliver, CFO of Wayfair See omnystudio.com/listener for privacy information.
• Porsche and Other Sports Car Icons Are Losing Appeal in China 06.07.2026 11min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Audi introduced its newest car, the Nuvolari, a hybrid with a 1,000-horsepower, V-8 engine, which will share hardware with its Volkswagen AG sister brand, Lamborghini. The Nuvolari is a halo car, created to attract attention and generate excitement around the Audi brand, with an estimated price of $686,000 and only 499 units to be made. The concept of a halo car is changing, with the rise of electrification and domestic alternatives in China, making it challenging for traditional automakers to create vehicles that provoke a visceral reaction and justify their high prices.For more, Carol Massar and guest host Emily Graffeo speak with Hannah Elliott, Bloomberg Pursuits Staff Writer, Car Critic and Co-Host of the 'Hot Pursuit' PodcastSee omnystudio.com/listener for privacy information.
• High AI Capex Demand a 'Multi-Year' Cycle 06.07.2026 39min

  The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Broadcom said that it will provide new custom chips to Apple Inc. in an expanded partnership that now runs through 2031.Under the new agreement, the companies will partner on ASIC silicon, short for application-specific integrated circuit. These types of chips will be found in “multiple generations of Apple products,” according to a Broadcom filing on Monday.ASIC chips, silicon developed for a specific purpose, are increasingly vital to the development of components for processing artificial intelligence-related tasks. Apple is working on more advanced AI servers that the company is planning to deploy as early as 2027, Bloomberg has reported.Broadcom has long made components for Apple related to cellular connectivity, Wi-Fi and Bluetooth, but that relationship has taken a step back in recent years with Apple developing its own N1 chip, a combined Wi-Fi and Bluetooth component found in recent iPhones, iPads and Macs.On this episode, Carol Massar and guest host Emily Graffeo speak with: Mark Gurman, Bloomberg News Managing Editor for Global Consumer Tech on Broadcom, Apple Expand Partnership to 2031 With Custom Chips Rudina Seseri, Glasswing Ventures Founder and Managing Partner AND Ed Ludlow, Bloomberg Tech Host on state of AI and AI investment landscape Dr. Ellen Wald, President of Transversal Consulting AND Senior Fellow at the Atlantic Council AND Author of "Saudi, Inc." on Saudis Slash Main Oil Price to Rare Discount as Market Dives Eric Roston, Bloomberg News Sustainability Editor on Extreme Weather Tops Scientists' Most Dire Climate Predictions See omnystudio.com/listener for privacy information.