Brian Yacktman, Chief Investment Officer of the YCG Enhanced Fund, discusses the markets and long-term volume growth opportunities. He explains why he is investing in Mastercard and Moody's.

Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

Brian Yacktman, Chief Investment Officer of the YCG Enhanced Fund, discusses the markets and long-term volume growth opportunities. He explains why he is investing in Mastercard and Moody's.Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.

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

Yacktman Sees Shining Stars in Stocks

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Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily."
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

Bloomberg.com Subscribers can submit questions for Bloomberg Radio hosts to ask our guests.Visit: https://www.bloomberg.com/askradio

Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily." 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
Bloomberg.com Subscribers can submit questions for Bloomberg Radio hosts to ask our guests.Visit:&nbsp;<a href="https://www.bloomberg.com/askradio" data-destination="rte:bind">https://www.bloomberg.com/askradio</a>

Bloomberg Businessweek Weekend: July 31st 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a8ad8438-66db-4b7d-946c-b49800f8f4e6/transcript

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 is considering reducing the frequency of the central bank’s scheduled policy meetings, the New York Times reported Friday. Warsh raised the proposal to change the frequency of meetings at this week’s gathering of the Federal Open Market Committee, the paper added. 

On this episode, Carol Massar and Tim Stenovec speak with:
Kate Davidson, Bloomberg News Managing Editor for US Economic Policy
Ed Ludlow, Bloomberg Tech Host
Ed Zitron, CEO, EZPR
Hema Parmar, Bloomberg News Hedge Fund Reporter on The 24-Hour Race to Salvage Situational Awareness’ AI Bets/Who Is Leopold Aschenbrenner and Why Is Wall Street Watching?

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>.
Federal Reserve Chairman Kevin Warsh is considering reducing the frequency of the central bank&rsquo;s scheduled policy meetings, the New York Times reported Friday. Warsh raised the proposal to change the frequency of meetings at this week&rsquo;s gathering of the Federal Open Market Committee, the paper added.&nbsp;
On this episode, Carol Massar and Tim Stenovec speak with:
<ul>
<li>Kate Davidson, Bloomberg News Managing Editor for US Economic Policy</li>
<li>Ed Ludlow, Bloomberg Tech Host</li>
<li>Ed Zitron, CEO, EZPR</li>
<li>Hema Parmar, Bloomberg News Hedge Fund Reporter on The 24-Hour Race to Salvage Situational Awareness&rsquo; AI Bets/Who Is Leopold Aschenbrenner and Why Is Wall Street Watching?</li>
</ul>

Warsh Considers Fewer Fed Meetings; Anthropic AI Models Hack Three Organizations 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c7ce774-d134-41e6-889f-b498017de758/transcript

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

Aon should continue to expand margins, while organic growth remains resilient, aided by its scale, restructuring savings and Aon Business Services operating model. Since 2020, broker results have benefited from cost actions and operating leverage, firm P&C pricing, strong exposure growth and, more recently, higher fiduciary income. Those tailwinds are fading and comparisons are tougher, reducing upside to organic gains and margins across the group. Even so, Bloomberg Intelligence reports that Aon's growth remains competitive and could modestly outpace Marsh in 2026, while ABS and restructuring should support further margin expansion despite a slower sector backdrop

For more, Carol Massar and Tim Stenovec speak with Edmund Reese, CFO at AON

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>. Aon should continue to expand margins, while organic growth remains resilient, aided by its scale, restructuring savings and Aon Business Services operating model. Since 2020, broker results have benefited from cost actions and operating leverage, firm P&amp;C pricing, strong exposure growth and, more recently, higher fiduciary income. Those tailwinds are fading and comparisons are tougher, reducing upside to organic gains and margins across the group. Even so, Bloomberg Intelligence reports that Aon's growth remains competitive and could modestly outpace Marsh in 2026, while ABS and restructuring should support further margin expansion despite a slower sector backdrop For more, Carol Massar and Tim Stenovec speak with Edmund Reese, CFO at AON

Aon Keeps Margin Edge as Industry Tailwinds Fade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0c9e9ff4-216b-4d03-a48f-b4970162c44f/transcript

Yacktman Sees Shining Stars in Stocks

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