Global markets have been remarkably resilient amid major geopolitical and economic disruptions, from the Iran war to US tariffs, as investors find cause for optimism in strong earnings and AI.

On today’s Big Take podcast, Sarah Holder talks with Asia equities reporter Winnie Hsu, and Ruth Carson, chief FX/Rates correspondent in Asia, about what has kept markets strong — and what could shake them.

Read more: Five Reasons Global Markets Are Holding Up Despite War in Iran

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

Hosted by Sarah Holder; Produced by David Fox; Reported by Winnie Hsu and Ruth Carson; Edited by Tracey Samuelson and Jeffrey Grocott.

Fact-checking by Eleanor Harrison-Dengate; Engineering by Katie McMurran.

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

Global markets have been remarkably resilient amid major geopolitical and economic disruptions, from the Iran war to US tariffs, as investors find cause for optimism in strong earnings and AI.
On today&rsquo;s Big Take podcast, Sarah Holder talks with Asia equities reporter Winnie Hsu, and Ruth Carson, chief FX/Rates correspondent in Asia, about what has kept markets strong &mdash; and what could shake them.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-04-23/five-reasons-global-markets-are-holding-up-despite-war-in-iran">Five Reasons Global Markets Are Holding Up Despite War in Iran</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 David Fox; Reported by Winnie Hsu and Ruth Carson; Edited by Tracey Samuelson and Jeffrey Grocott.
Fact-checking by Eleanor Harrison-Dengate; Engineering by Katie McMurran.
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

The Stock Market’s ‘Curious Exuberance’ Despite the Iran War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e682a5fe-309d-4917-afc5-b439015f6933/transcript

On today’s Big Take podcast, Bloomberg’s Apple guru Mark Gurman joins David Gura to reflect on Tim Cook’s wins and losses as CEO of Apple and what it will take for John Ternus to successfully usher in a new era for the tech behemoth.

Read more:
Apple CEO John Ternus Confronts Test of Retaining Top Talent 
Tim Cook Regrets Maps Flub, Sees Apple Watch as His Proudest Work 

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

Hosted by David Gura; Produced by Rachael Lewis-Krisky; Reported by Mark Gurman; Edited by Tracey Samuelson.

Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.

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

On today&rsquo;s Big Take podcast, Bloomberg&rsquo;s Apple guru Mark Gurman joins David Gura to reflect on Tim Cook&rsquo;s wins and losses as CEO of Apple and what it will take for John Ternus to successfully usher in a new era for the tech behemoth.
Read more:
<ul>
<li><a href="https://www.bloomberg.com/news/articles/2026-04-21/apple-ceo-ternus-confronts-test-of-retaining-company-s-top-talent?srnd=undefined">Apple CEO John Ternus Confronts Test of Retaining Top Talent</a>&nbsp;</li>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-04-22/tim-cook-regrets-maps-flub-sees-apple-watch-as-his-proudest-work?srnd=undefined">Tim Cook Regrets Maps Flub, Sees Apple Watch as His Proudest Work</a>&nbsp;</li>
</ul>
We have a special Bloomberg subscription offer for podcast listeners at&nbsp;<a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by David Gura; Produced by Rachael Lewis-Krisky; Reported by Mark Gurman; Edited by Tracey Samuelson.
Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Apple’s New CEO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8bb5ea7a-1097-4a80-a22e-b436014c820d/transcript

Building powerful AI tools is the goal of companies like Anthropic. But after realizing how powerful its latest update was, Anthropic moved to keep it from the public and turn it into a cybersecurity stress test.

On today’s Big Take podcast, Bloomberg cybersecurity reporter Margi Murphy walks host Sarah Holder through the story of how Anthropic discovered the risks of its Mythos tech and what they could mean for banks, businesses and the government.

Read more: 
How Anthropic Learned Mythos Was Too Dangerous for the Wild
Anthropic’s Mythos Model Is Being Accessed by Unauthorized Users


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

Hosted by Sarah Holder; Produced by Julia Press; Reported by Margi Murphy; Edited by Jeffrey Grocott.

Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.

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

Building powerful AI tools is the goal of companies like Anthropic. But after realizing how powerful its latest update was, Anthropic moved to keep it from the public and turn it into a cybersecurity stress test.
On today&rsquo;s Big Take podcast, Bloomberg cybersecurity reporter Margi Murphy walks host Sarah Holder through the story of how Anthropic discovered the risks of its Mythos tech and what they could mean for banks, businesses and the government.
Read more:&nbsp;
<ul>
<li aria-level="1"><a href="https://www.bloomberg.com/news/features/2026-04-16/how-anthropic-discovered-mythos-ai-was-too-dangerous-for-release?srnd=undefined">How Anthropic Learned Mythos Was Too Dangerous for the Wild</a></li>
<li aria-level="1"><a href="https://www.bloomberg.com/news/articles/2026-04-21/anthropic-s-mythos-model-is-being-accessed-by-unauthorized-users">Anthropic&rsquo;s Mythos Model Is Being Accessed by Unauthorized Users </a></li>
</ul>
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 Julia Press; Reported by Margi Murphy; Edited by Jeffrey Grocott.
Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

An AI So Powerful Anthropic Kept It From the Public

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/389a2e6a-c608-470c-9a79-b435010e0eca/transcript

In a nomination hearing before the Senate Banking Committee, Fed Chair nominee Kevin Warsh fielded an array of questions about his personal finances and economic policy views. There was even a reference to Seinfeld. But one topic loomed largest: the independence of the Fed.

On today’s Big Take podcast, host David Gura and Bloomberg’s Michael McKee go inside Tuesday’s hearing, where Warsh vowed he wouldn’t be a “sock puppet” for President Trump and laid out some of his vision for the Fed’s future if confirmed.

Read more: Warsh Pledges Independence But Dodges Questions on Rates

Further listening: How Kevin Warsh Could Shape the Fed

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

Hosted by David Gura; Produced by David Fox; Reported by Michael McKee; Edited by Aaron Edwards.

Fact-checking by Eleanor Harrison-Dengate, Julia Press; Engineering by Alex Sugiura.

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

In a nomination hearing before the Senate Banking Committee, Fed Chair nominee Kevin Warsh fielded an array of questions about his personal finances and economic policy views. There was even a reference to Seinfeld. But one topic loomed largest: the independence of the Fed.
On today&rsquo;s Big Take podcast, host David Gura and Bloomberg&rsquo;s Michael McKee go inside Tuesday&rsquo;s hearing, where Warsh vowed he wouldn&rsquo;t be a &ldquo;sock puppet&rdquo; for President Trump and laid out some of his vision for the Fed&rsquo;s future if confirmed.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-04-21/warsh-says-fed-needs-a-new-framework-for-dealing-with-inflation">Warsh Pledges Independence But Dodges Questions on Rates</a>
Further listening: <a href="https://podcasts.apple.com/us/podcast/how-kevin-warsh-could-shape-the-fed/id1578096201?i=1000747412390">How Kevin Warsh Could Shape the Fed</a>
We have a special Bloomberg subscription offer for podcast listeners at&nbsp;<a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by David Gura; Produced by David Fox; Reported by Michael McKee; Edited by Aaron Edwards.
Fact-checking by Eleanor Harrison-Dengate, Julia Press; Engineering by Alex Sugiura.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Kevin Warsh Makes His Case for Fed Chair

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/772d0760-f4e4-4789-b0b5-b4340152777c/transcript

The Stock Market’s ‘Curious Exuberance’ Despite the Iran War

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