Featuring some of our favorite conversations from our visit to Michael Loeb's estate in Southhampton Long Island for the Uncharted Community Summit. 

Hosted by Carol Massar and Tim Stenovec 

Hear 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 @BW

Featuring some of our favorite conversations from our visit to Michael Loeb's estate in Southhampton Long Island for the Uncharted Community Summit.&nbsp; Hosted by Carol Massar and Tim Stenovec&nbsp; Hear 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.&nbsp; 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 @BW

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Bloomberg Businessweek Weekend - July 4th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2519fe64-231b-40aa-b311-b30f00eb9605/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

NOTE: The live program this podcast was created with originally aired prior to Nvidia's earnings call, in which CFO Colette Kress said she expects the company to "grow revenue by approximately 70% in fiscal 2028." This sent shares higher in afterhours trading. You can read the full story here.

Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday. Though analysts had estimated $105.2 billion on average, some projections exceeded $110 billion, according to data compiled by Bloomberg. Gross margin, the percentage of sales remaining after deducting the cost of production, will be roughly 74%.

Today's podcast includes:
Kunjan Sobjani, Bloomberg Intelligence Senior Semiconductor Analyst and Ed Ludlow, Bloomberg Tech Host
Tim Archer, CEO of Lam Research with Ed Ludlow
Alexandra Levine, Bloomberg News Tech Reporter AND Stacey Steinberg, Professor at the University of Florida Levin College of Law on Meta
Jennie Welch, Bloomberg Economics Chief Geoeconomics Analyst

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a> NOTE: The live program this podcast was created with originally aired prior to Nvidia's earnings call, in which CFO Colette Kress said she expects the company to "grow revenue by approximately 70% in fiscal 2028." This sent shares higher in afterhours trading. You can read the full story <a href="https://www.bloomberg.com/news/articles/2026-08-26/nvidia-estimate-topping-forecast-fails-to-wow-investors?srnd=homepage-americas">here</a>.
Nvidia delivered a sales forecast that left some investors underwhelmed, adding to concerns about the momentum of AI spending. Revenue in the current period will be $108 billion, plus or minus 2%, the company said in a statement Wednesday. Though analysts had estimated $105.2 billion on average, some projections exceeded $110 billion, according to data compiled by Bloomberg. Gross margin, the percentage of sales remaining after deducting the cost of production, will be roughly 74%. Today's podcast includes:
<ul>
<li>Kunjan Sobjani, Bloomberg Intelligence Senior Semiconductor Analyst and Ed Ludlow, Bloomberg Tech Host</li>
<li>Tim Archer, CEO of Lam Research with Ed Ludlow</li>
<li>Alexandra Levine, Bloomberg News Tech Reporter AND Stacey Steinberg, Professor at the University of Florida Levin College of Law on Meta</li>
<li>Jennie Welch, Bloomberg Economics Chief Geoeconomics Analyst</li>
</ul>

Nvidia’s Estimate-Topping Forecast Fails to Impress Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e85edbef-40e6-4a46-b2c1-b4b2017629d5/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Private aviation is no longer a niche luxury, it's becoming a major business story. Global private jet activity reached a record 3.9 million flights in 2025, up 34% from pre-pandemic levels, while airports are making major investments to capitalize on growing demand for premium travel experiences. The trend is playing out across the country. As President of VistaJet US, Leona Qi has a unique perspective on these shifts. Vista flies many of the executives, entrepreneurs and investors making expansion and investment decisions around the world, giving the company an early view into where business activity and capital are moving before those trends appear in traditional economic data.

For more, Tim Stenovec and guest host Norah Mulinda spoke with Leona Qi, President of VistaJet.

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Private aviation is no longer a niche luxury, it's becoming a major business story. Global private jet activity reached a record 3.9 million flights in 2025, up 34% from pre-pandemic levels, while airports are making major investments to capitalize on growing demand for premium travel experiences. The trend is playing out across the country. As President of VistaJet US, Leona Qi has a unique perspective on these shifts. Vista flies many of the executives, entrepreneurs and investors making expansion and investment decisions around the world, giving the company an early view into where business activity and capital are moving before those trends appear in traditional economic data. For more, Tim Stenovec and guest host Norah Mulinda spoke with Leona Qi, President of VistaJet.

VistaJet US President Leona Qi on Global Private Jet Expansion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f639d3c0-8e68-41a9-a802-b4b10158ae92/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

Stanley Druckenmiller suggested that US Treasury Secretary Scott Bessent is making a mistake by trying to push down yields in the bond market. Bessent has recently pledged to increase the Treasury’s purchases of long-dated bonds, a move widely seen as an attempt to push down yields in the world’s most important debt market. Druckenmiller, who worked alongside Bessent and George Soros and remains one of the most influential voices on Wall Street, wrote in an opinion column “governments defending prices against fundamentals always lose,”

On today's episode:
Erik Schatzker, Bloomberg News Economy Editorial Director
Axel Merk, Merk Investments President and CIO
Laura Ullrich, Indeed Hiring Lab Director of Economic Research
Bob Mumgaard, Commonwealth Fusion Systems CEO

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>
Stanley Druckenmiller suggested that US Treasury Secretary Scott Bessent is making a mistake by trying to push down yields in the bond market. Bessent has recently pledged to increase the Treasury&rsquo;s purchases of long-dated bonds, a move widely seen as an attempt to push down yields in the world&rsquo;s most important debt market. Druckenmiller, who worked alongside Bessent and George Soros and remains one of the most influential voices on Wall Street, wrote in an opinion column &ldquo;governments defending prices against fundamentals always lose,&rdquo;
On today's episode:
<ul>
<li>Erik Schatzker, Bloomberg News Economy Editorial Director</li>
<li>Axel Merk, Merk Investments President and CIO</li>
<li>Laura Ullrich, Indeed Hiring Lab Director of Economic Research</li>
<li>Bob Mumgaard, Commonwealth Fusion Systems CEO</li>
</ul>

Bessent’s Mentor Stanley Druckenmiller Calls Bond Buying a Mistake

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3ad38411-af61-41f6-883a-b4b10161cce5/transcript

Bloomberg Businessweek Weekend - July 4th, 2025

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