Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. 
Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News Senior Editor for Technology & Strategic Industries Michael Shepard discuss the Biden administration, facing pushback to its chip crackdown on China, telling allies that it’s considering using the most severe trade restrictions available if companies such as ASML continue giving the country access to advanced semiconductor technology. Michael Sansoterra, CIO Silvant Capital, talks about investing in growth stocks. Bloomberg Businessweek Editor Brad Stone shares the details of the Businessweek Magazine cover story Trump on What He’d Do With Taxes, Tariffs, the Fed and More. Thomas Carroll, CEO at Ballast Rock Asset Management, explains how lower interest rates could impact residential real estate investing. And we Drive to the Close with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News Senior Editor for Technology &amp; Strategic Industries Michael Shepard discuss the Biden administration, facing pushback to its chip crackdown on China, telling allies that it’s considering using the most severe trade restrictions available if companies such as ASML continue giving the country access to advanced semiconductor technology. Michael Sansoterra, CIO Silvant Capital, talks about investing in growth stocks. Bloomberg Businessweek Editor Brad Stone shares the details of the Businessweek Magazine cover story Trump on What He’d Do With Taxes, Tariffs, the Fed and More. Thomas Carroll, CEO at Ballast Rock Asset Management, explains <a data-destination="bb:rte:bind">how lower interest rates could impact residential real estate </a>investing. And we Drive to the Close with Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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

US Floats Stricter Trade Rules to Rein In China’s Chip Industry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff55115f-8483-41f5-8d0e-b1b00149399d/transcript

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

Nvidia is working on a fresh round of AI deals worth more than $750 billion, accelerating investments that skeptics have warned are artificially inflating demand and valuations across the industry.

A partnership with South Korean conglomerate SK Group unveiled late Friday means the companies will be doing more than $500 billion in business with each other, Nvidia said. The world’s most valuable company is also in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project in what would be among the chipmaker’s biggest financing deals with a customer.

Big names from Goldman Sachs Group Inc. to investor Michael Burry of “Big Short” fame have for months warned of the “circular” nature of such agreements, where Nvidia finances and takes stakes in companies and projects that use its chips. And yet, the pace of the deals is only quickening. The fear with these transactions is that they may skew demand, spur bad decision-making and magnify losses if AI fails to turn profits for those investing hundreds of billions of dollars in the technology.
Nvidia is also in discussions to finance $350 billion of OpenAI’s purchases of its chips for the US project, according to a person familiar with the matter. And on Monday, the company said it has made a “substantial” investment in Safe Superintelligence Inc., the AI startup co-founded by former OpenAI chief scientist Ilya Sutskever. People familiar with the situation said Nvidia committed $5 billion.

On this episode, Carol Massar and Tim Stenovec speak with:
Robert Schiffman, Bloomberg Intelligence Senior Technology Credit Analyst
Kat Doherty, Bloomberg News Finance Reporter on Fanatics, BGC Ink Prediction Markets Deal With Sale of Exchange and Traders Are Getting a New Tool to Wager on the Biggest US Stocks
Rahsaan Shears, AI Enterprise Transformation Leader at KPMG US on AI’s impact on early career, young workforce and how firms can harness skills
Mark Gongloff, Bloomberg Opinion Columnist on climate latest: El Niño Risks Pushing World Past 2C Threshold

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>. Nvidia is working on a fresh round of AI deals worth more than $750 billion, accelerating investments that skeptics have warned are artificially inflating demand and valuations across the industry. A partnership with South Korean conglomerate SK Group unveiled late Friday means the companies will be doing more than $500 billion in business with each other, Nvidia said. The world&rsquo;s most valuable company is also in talks to backstop as much as $250 billion to help OpenAI lease computing power from a US data center project in what would be among the chipmaker&rsquo;s biggest financing deals with a customer. Big names from Goldman Sachs Group Inc. to investor Michael Burry of &ldquo;Big Short&rdquo; fame have for months warned of the &ldquo;circular&rdquo; nature of such agreements, where Nvidia finances and takes stakes in companies and projects that use its chips. And yet, the pace of the deals is only quickening. The fear with these transactions is that they may skew demand, spur bad decision-making and magnify losses if AI fails to turn profits for those investing hundreds of billions of dollars in the technology. Nvidia is also in discussions to finance $350 billion of OpenAI&rsquo;s purchases of its chips for the US project, according to a person familiar with the matter. And on Monday, the company said it has made a &ldquo;substantial&rdquo; investment in Safe Superintelligence Inc., the AI startup co-founded by former OpenAI chief scientist Ilya Sutskever. People familiar with the situation said Nvidia committed $5 billion. On this episode, Carol Massar and Tim Stenovec speak with:
<ul>
<li>Robert Schiffman, Bloomberg Intelligence Senior Technology Credit Analyst</li>
<li>Kat Doherty, Bloomberg News Finance Reporter on Fanatics, BGC Ink Prediction Markets Deal With Sale of Exchange and Traders Are Getting a New Tool to Wager on the Biggest US Stocks</li>
<li>Rahsaan Shears, AI Enterprise Transformation Leader at KPMG US on AI&rsquo;s impact on early career, young workforce and how firms can harness skills</li>
<li>Mark Gongloff, Bloomberg Opinion Columnist on climate latest: El Ni&ntilde;o Risks Pushing World Past 2C Threshold</li>
</ul>

Nvidia’s Latest Round of Deals Spur New Circular AI Fears

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1a9db174-b8e1-449f-a0d6-b494015512f1/transcript

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

A growing number of corporate leaders, buckling under the stress and uncertainty of the AI age, are looking for a very human solution: A chief of staff. Carol Massar and Tim Stenovec are joined by Matthew Boyle, Bloomberg News Senior Reporter to discuss his latest reporting on how the second-fiddle role of chief of staff is growing in importance and popularity across corporate America.

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>.
A growing number of corporate leaders, buckling under the stress and uncertainty of the AI age, are looking for a very human solution: A chief of staff. Carol Massar and Tim Stenovec are joined by Matthew Boyle, Bloomberg News Senior Reporter to discuss his latest reporting on how the second-fiddle role of chief of staff is growing in importance and popularity across corporate America.

The $400,000 Chief of Staff Is CEO’s Secret Weapon in the AI Age  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/20f14603-4a20-475a-afbb-b49101619f28/transcript

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.


Guests on the show include:
David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM
Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker
Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners
Maggie Lake, Financial Journalist


Research sources:
Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024
Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023
Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024
Prudential Communications: Global Retirement Pulse Survey, 2025


For more about this series visit us at:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer 

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.
 Guests on the show include: David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners Maggie Lake, Financial Journalist
 Research sources: Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024 Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023 Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024 Prudential Communications: Global Retirement Pulse Survey, 2025
 For more about this series visit us at: https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer&nbsp;

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6184162e-7836-47b4-b123-b491014edbec/transcript

US Floats Stricter Trade Rules to Rein In China’s Chip Industry

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