Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable.

On today’s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg’s Asian markets reporter Charlotte Yang and Bloomberg Opinion’s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region.

Read more: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally 

Play Micron, Hynix and Samsung ETFs at Your Peril 

Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver.

Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable.
On today&rsquo;s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg&rsquo;s Asian markets reporter Charlotte Yang and Bloomberg Opinion&rsquo;s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-06-23/tsmc-fueled-ai-frenzy-makes-taiwan-capital-of-leveraged-stock-bets">Taiwanese Go Deep Into Debt to Amp 100% Stock Rally</a>&nbsp;
<a href="https://www.bloomberg.com/opinion/articles/2026-06-24/play-micron-hynix-and-samsung-etfs-at-your-peril?srnd=undefined">Play Micron, Hynix and Samsung ETFs at Your Peril</a>&nbsp;
Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver.
Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

We’re taking The Big Take to Asia. Each week, Bloomberg’s Oanh Ha tells a story from the home of the world's most dynamic economies - and the markets, tycoons and businesses that drive the ever-shifting region.

Big Take Asia

Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d8d6aa16-6dd9-4494-8eb8-b4790157a9cf/transcript

A divided Supreme Court has upheld the constitutional right to birthright citizenship, rejecting President Trump’s planned restrictions and invalidating a central plank of his immigration agenda. We have more on that story next from Bloomberg News Now, tracking the latest business headlines from around the world.

A divided Supreme Court has upheld the constitutional right to birthright citizenship, rejecting President Trump&rsquo;s planned restrictions and invalidating a central plank of his immigration agenda. We have more on that story next from Bloomberg News Now, tracking the latest business headlines from around the world.

Special Report: US Supreme Court Upholds Birthright Citizenship

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c0242c4-71c0-4483-b692-b4790102ffc2/transcript

In a 5-4 ruling, the Supreme Court blocked President Trump’s efforts to remove Federal Reserve Governor Lisa Cook for now, delivering the Fed a victory in the grueling fight over its independence. But the decision arrived alongside another ruling that allows the president to fire a top official at the Federal Trade Commission—a move widely seen as a boon to executive power over independent agencies.

On today’s Big Take podcast, Bloomberg Fed Editor Amara Omeokwe and Senior Legal Reporter Zoe Tillman join Sarah Holder to unpack what these twin rulings mean for the Trump administration's push to assert power over long-independent government regulators, how the court singled out the Fed in its decision and what this means for the central bank and Lisa Cook’s future.

Read more: Supreme Court Expands Trump’s Power to Fire Federal Bureaucrats

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Sarah Holder; Produced by Rachael Lewis-Krisky; Reported by Amara Omeokwe and Zoe Tillman; Edited by Jeffrey Grocott.

Fact-checking by Laura Newcombe and Victor Swezey; Engineering by Emma Munger.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

In a 5-4 ruling, the Supreme Court blocked President Trump&rsquo;s efforts to remove Federal Reserve Governor Lisa Cook for now, delivering the Fed a victory in the grueling fight over its independence. But the decision arrived alongside another ruling that allows the president to fire a top official at the Federal Trade Commission&mdash;a move widely seen as a boon to executive power over independent agencies.
On today&rsquo;s Big Take podcast, Bloomberg Fed Editor Amara Omeokwe and Senior Legal Reporter Zoe Tillman join Sarah Holder to unpack what these twin rulings mean for the Trump administration's push to assert power over long-independent government regulators, how the court singled out the Fed in its decision and what this means for the central bank and Lisa Cook&rsquo;s future.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-06-29/supreme-court-expands-trump-s-power-to-fire-federal-bureaucrats?srnd=homepage-americas">Supreme Court Expands Trump&rsquo;s Power to Fire Federal Bureaucrats</a>
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by Sarah Holder; Produced by Rachael Lewis-Krisky; Reported by Amara Omeokwe and Zoe Tillman; Edited by Jeffrey Grocott.
Fact-checking by Laura Newcombe and Victor Swezey; Engineering by Emma Munger.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

With Lisa Cook Ruling, Supreme Court Shields Fed from President Trump

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f7e09552-8b0c-416b-90cc-b4780158fbee/transcript

In November, California will choose a new governor to replace Gavin Newsom, pitting Democratic candidate Xavier Becerra, a former US Secretary of Health and Human Services, US Congressman and state attorney general, against an unlikely Republican rival: Steve Hilton.

Hilton was born in the UK and became a US citizen only five years ago. He had a career in center-right British politics, working as an adviser for former Conservative Prime Minister David Cameron. 

In 2012, Hilton moved to California, where he worked as a tech entrepreneur and as a host on right-leaning Fox News.

Hilton, who wants to be the state’s first Republican governor since Arnold Schwarzenegger, tells Mishal Husain how he joined the party, discusses the US-Israel war with Iran, his attitude to big tech and what he misses about life in Britain. He also discusses what having Donald Trump’s endorsement means for him and his campaign.

Contact The Mishal Husain Show mishalshow@bloomberg.net

In November, California will choose a new governor to replace Gavin Newsom, pitting Democratic candidate Xavier Becerra, a former US Secretary of Health and Human Services, US Congressman and state attorney general, against an unlikely Republican rival: Steve Hilton. Hilton was born in the UK and became a US citizen only five years ago. He had a career in center-right British politics, working as an adviser for former Conservative Prime Minister David Cameron. In 2012, Hilton moved to California, where he worked as a tech entrepreneur and as a host on right-leaning Fox News. Hilton, who wants to be the state&rsquo;s first Republican governor since Arnold Schwarzenegger, tells Mishal Husain how he joined the party, discusses the US-Israel war with Iran, his attitude to big tech and what he misses about life in Britain. He also discusses what having Donald Trump&rsquo;s endorsement means for him and his campaign.
Contact The Mishal Husain Show mishalshow@bloomberg.net

Weekend Listen: Can Republicans Win California Again? Steve Hilton Thinks So

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9cc904a1-1c41-400d-9450-b475015f8d64/transcript

Asia’s AI Stock Frenzy Is a Warning Sign for Global Markets

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