Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses why the  tariff war has highlighted people's short term views on the market and to "keep calm and invest on." Plus, Bloomberg Tech Reporter Riley Griffin on RFK Jr. warning his FDA staff of ‘Deep State’ in All-Hands Meeting

Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses why the &nbsp;tariff war has highlighted people's short term views on the market and to "keep calm and invest on." Plus, Bloomberg Tech Reporter Riley Griffin on RFK Jr. warning his FDA staff of &lsquo;Deep State&rsquo; in All-Hands Meeting

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.  Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.&nbsp; Watch us LIVE on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

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

Tariff Fog with Bokeh Capital's Kim Forrest, RFK Jr's Deep State

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/52b09af2-32e2-4328-97d8-b2c000d63254/transcript

Family-owned-and-operated Feld Entertainment is a leading producer and presenter of live touring family entertainment experiences. The company's properties include Ringling Bros. and Barnum & Bailey, Monster Jam, Disney On Ice, Monster Energy AMA Supercross, and the SuperMotocross World Championship. Across the brand portfolio, Feld Entertainment has entertained millions of families in more than 80 countries and on six continents.

Juliette Feld Grossman is just the third CEO in Feld Entertainment's nearly six-decade history. She discusses consumer appetite for large-scale live entertainment as well as the company's big plans for 2026. Juliette speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Family-owned-and-operated Feld Entertainment is a leading producer and presenter of live touring family entertainment experiences. The company's properties include Ringling Bros. and Barnum &amp; Bailey, Monster Jam, Disney On Ice, Monster Energy AMA Supercross, and the SuperMotocross World Championship. Across the brand portfolio, Feld Entertainment has entertained millions of families in more than 80 countries and on six continents. Juliette Feld Grossman is just the third CEO in Feld Entertainment's nearly six-decade history. She discusses consumer appetite for large-scale live entertainment as well as the company's big plans for 2026. Juliette speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

For the Love of Live Entertainment

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c2c4d62-e8ad-40db-a333-b3b60177912b/transcript

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Volatility lashed Wall Street, pushing high-valuation technology shares and crypto lower while bonds pared losses after a senior Federal Reserve official signaled room for rate cuts.
A tech rout hit stocks amid growing skepticism about the artificial-intelligence trade. Nvidia Corp. sank 3.8%. Losses accelerated as the S&P 500 breached a key technical level, with the index down 1.2%. The Nasdaq 100 slid 1.9%. In late hours, Micron Technology Inc. gave an upbeat forecast.
Even the slightest hint of trouble around data centers is enough to spook investors banking on the AI boom. The latest hiccup revolved around Oracle Corp.’s financing for a data center in Michigan. While it’s largely moving along, Blue Owl Capital, a longtime partner in its AI infrastructure build-out, is not contributing equity. The shares sank.
For years, investing in big techs has been a no brainer, given their stalwart balance sheets. Now, there’s concern over whether the sector — which has soared during the bull market — can keep justifying its lofty valuations and ambitious AI spending.

Today's show features:
Matthew Luzzetti, Chief US Economist for Deutsche Bank, on the labor market, inflation and the economic outlook
Alli McCartney, Managing Director of Wealth Management with Alignment Partners at UBS, on key market indicators as the new year approaches
Mike Bellin, US IPO Leader at PwC, on the IPO market outlook for 2026 and Bloomberg News Equities Reporter Natalia Kniazhevich on Medline’s first day of trading
Katie Hubbard, President of US Capital Markets at Walton Global on earnings from Lennar and the US real estate landscape

Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Volatility lashed&nbsp;Wall Street, pushing high-valuation&nbsp;technology shares&nbsp;and&nbsp;crypto&nbsp;lower while&nbsp;bonds&nbsp;pared losses after a senior&nbsp;Federal Reserve&nbsp;official signaled room for rate cuts. A tech rout hit&nbsp;stocks&nbsp;amid growing skepticism about the artificial-intelligence trade.&nbsp;Nvidia Corp.&nbsp;sank 3.8%. Losses accelerated as the&nbsp;S&amp;P 500&nbsp;breached a&nbsp;key technical level, with the index down 1.2%. The&nbsp;Nasdaq 100&nbsp;slid 1.9%. In late hours,&nbsp;Micron Technology Inc.&nbsp;gave an upbeat forecast. Even the slightest hint of trouble around data centers is enough to spook investors banking on the AI boom. The latest hiccup revolved around Oracle Corp.&rsquo;s financing for a data center in Michigan. While it&rsquo;s largely moving along, Blue Owl Capital, a longtime partner in its AI infrastructure build-out, is not contributing equity. The shares sank. For years, investing in big techs has been a no brainer, given their stalwart balance sheets. Now, there&rsquo;s concern over whether the sector &mdash; which has soared during the bull market &mdash; can keep justifying its lofty valuations and ambitious AI spending. Today's show features:
<ul>
<li>Matthew Luzzetti, Chief US Economist for Deutsche Bank, on the labor market, inflation and the economic outlook</li>
<li>Alli McCartney, Managing Director of Wealth Management with Alignment Partners at UBS, on key market indicators as the new year approaches</li>
<li>Mike Bellin, US IPO Leader at PwC, on the IPO market outlook for 2026 and Bloomberg News Equities Reporter Natalia Kniazhevich on Medline&rsquo;s first day of trading</li>
<li>Katie Hubbard, President of US Capital Markets at Walton Global on earnings from Lennar and the US real estate landscape</li>
</ul>

Wall Street Hit by Tech Rout as AI Winners Tumble

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/80ac1f72-9870-4d31-a474-b3b6017643bb/transcript

Bitcoin is headed for the fourth annual decline in its history, and the first one that didn’t coincide with a major scandal or industry meltdown. While the latest decline is a much milder correction than in the previous three down years, it’s happened against a vastly different backdrop. Since the last major crypto crash in 2022, institutional adoption has widened, regulation has matured, and the industry has found its arguably most important champion in US President Donald Trump.

Fred Thiel, the CEO of MARA, which is the second largest publicly held bitcoin miner, explains why the remains committed to the world's leading cryptocurrency, and why he sees a market recovery on the horizon. Fred speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

Bitcoin is headed for the fourth annual decline in its history, and the first one that didn&rsquo;t coincide with a major scandal or industry meltdown. While the latest decline is a much milder correction than in the previous three down years, it&rsquo;s happened against a vastly different backdrop. Since the last major crypto crash in 2022, institutional adoption has widened, regulation has matured, and the industry has found its arguably most important champion in US President Donald Trump. Fred Thiel, the CEO of MARA, which is the second largest publicly held bitcoin miner, explains why the remains committed to the world's leading cryptocurrency, and why he sees a market recovery on the horizon. Fred speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.

MARA CEO Thiel Remains Confident in Bitcoin Amid Downtown 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2b7bf4ad-266c-4a75-8887-b3b50179537f/transcript

Tariff Fog with Bokeh Capital's Kim Forrest, RFK Jr's Deep State

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