Wall Street Week

This week, a special edition of Wall Street Week as Americans head to the polls for midterm elections. Could affordability decide who controls Congress? And, voters may not agree on AI but opposition to new data centers is cutting across party lines. Plus, America’s growing debt burden is pushing up borrowing costs for the government and potentially thousands of dollars onto household finances. Later, are voters rejecting capitalism or simply looking for better solutions to rising costs?

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This week, campaign costs are soaring, but democratic fundraiser Blair Effron of Centerview Partners says many races may already have reached the point where more money stops making much difference. And, even though most Americans dislike the proliferation of data centers, one community has welcomed them with open arms. Plus, the key difference Mistral hopes will set it apart in the global AI race. Later, Argentina President Milei brought inflation down and investment up, but its led to a fragmented economy one year out from an election.

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This week, global and business leaders gathered in New Delhi for the Bloomberg New Economy Forum to discuss how the world is redrawing supply chains and investment plans in the face of geopolitical risks. And, in her new book former Canadian deputy prime minister Chrystia Freeland and Former Treasury Secretary Yellen say that the US needs stronger economic ties with its allies. Plus, can storage technologies rescue battery factories built in the hopes of stronger EV adoption? Later, as inflation picks up in the US, the heartland feels the effects more severely.

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This week, Ford, JPMorgan and the state of Michigan team up to help domestic manufacturers turn new technology into factories and supply chains. And, hyperscalers and data centers are borrowing hundreds of billions of dollars to finance AI infrastructure, transforming the corporate bond market. Plus, can baby bonds actually narrow America’s wealth gap? Later, Alberta’s Grassy Mountain project has become a test of whether Canada can expand resource exports without reigniting old environmental conflicts.

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This week, National Economic Council Director Kevin Hassett says AI’s productivity boost may be much larger than official economic data currently indicate. And, AI companies are largely in agreement that the technology needs guardrails, but the ethical implications of AI could also create new opportunities for liberal arts education. Plus, America is rebuilding a critical minerals supply chain after decades of Chinese dominance. Later, America’s shrinking college-age population is forcing universities to compete for fewer students.

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This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can’t agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap.

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This week, a special edition of Wall Street Week from the fastest growing large economy in the world: India. The country's technology sector has helped power its growth, but its success has led to uneven progress that could turn its strengths into weaknesses. Bangalore became India’s tech capital by attracting global investment and growing a deep talent pool, but infrastructure and policies to support the expansion have struggled to keep up. Plus, can Hyderabad overtake Bangalore as India’s leading tech city? Later, Blackstone’s investment in Royal Challengers Bengaluru reflects just how much potential India’s sports and entertainment economy has.

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This week, while Venezuela has the oil reserves to impact global energy markets, rebuilding production will take years, billions of dollars and investor trust. And, Europe’s solar success is creating growing pains for investors, generators and power markets. Plus, can data centers turn Scotland’s wasted wind into an AI advantage? Later, a more dangerous world is pushing the Pentagon and Silicon Valley closer together, creating a new boom in defense and space technologies.

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Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.

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This episode originally aired on August 21st, 2026.

On this fan favorite edition of the show for the long holiday weekend, former IBM CEO Sam Palmisano discusses why companies may benefit from having a “Plan B” for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations. Plus, Canada may have dodged Trump’s newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West’s demand?

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This week, Chrystia Freeland talks with the former finance ministers of the Netherlands and Germany about what it takes to bring spending under control. And, are US deficits now a bigger driver of interest rates than inflation? Plus, as Fed Chair Kevin Warsh makes his debut at the Jackson Hole Economic Policy Symposium, we revisit the story of the wealthiest place in America. Later, the rise of YouTube filmmakers is democratizing discovery, while also flooding the market with more content than audiences can watch.

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This week, Former IBM CEO Sam Palmisano discusses why companies may benefit from having a “Plan B” for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations.Plus, Canada may have dodged Trump’s newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West’s demand?

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This week, inflation may be edging lower, but as markets push rates higher, the Fed’s 2% inflation target might be a long way off. And, Mexico is building a land-based trade corridor that could give shipping companies more options when traditional channels are disrupted. Plus, as exits slow and borrowing costs rise, the ability of private equity investments to generate returns that beat public markets is less certain. Later, Cuba is promising its biggest market reforms in decades, but investors remain skeptical that the state will truly give up control.

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This is a special, fan favorite edition of the show. This episode first aired June 5th, 2026.

This week, the dollar remains the world’s dominant currency, but economist Ken Rogoff thinks rising debt and geopolitical shifts are eroding its position as the world’s reserve currency. And, AI-powered search is reducing web traffic, forcing publishers to rethink how they attract audiences and generate revenue online. Will competition between the US and China to launch satellites create the next major infrastructure boom in the commercial space industry? Bolivia wants to benefit from foreign capital flows into Latin America and harness its mineral reserves, but political instability remains a significant challenge.

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This week, Harvard professor and former Obama economic adviser Jason Furman discusses the Fed rate decision and the challenges facing Chairman Kevin Warsh. Plus, the European Union is rewriting its merger rules in a bid to create tech giants that can compete with America. Later, Johnson & Johnson entered the fast-growing robotic surgery race years behind its rivals, but it’s betting a different approach can still win. And, what do think tanks actually accomplish, and how do you measure the return on investing in ideas?

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This week, Steven Rattner says AI will transform the economy, but markets still do not know which companies will win. And, Austin’s rent drop is testing whether America’s housing crisis can be solved by building more. Plus, will capping graduate student loans reduce debt or limit access to education? Later, the US-Canada tariff fight returns as global fertilizer markets are already under pressure from conflict and supply disruptions near the Strait of Hormuz.

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This week, Former Cleveland Fed President Loretta Mester discusses the recent change in the inflation narrative. And, can US shipyards build President Trump’s “Golden Fleet” fast enough to keep up with China? Plus, why small businesses are still fighting to get their money back after the Supreme Court struck down the Trump administration’s IEEPA tariffs. Later, Blair Effron of Centerview Partners discusses how AI is reshaping the investment landscape.

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This week, executives and investors gathered in Sun Valley to discuss consolidation in the media sector. And, SpaceX’s historic IPO has turned an entrepreneur into a trillionaire, giving rise to a new era in capitalism and widening the wealth gap. Plus, does SpaceX’s governance structure protect the company’s futuristic vision, or give CEO Elon Musk too much unchecked authority? Later, menopause care is becoming a major business opportunity after decades of medical neglect, stigma, and underinvestment in women’s health.

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For the Independence Day holiday weekend, we bring you a team favorite podcast. This episode first aired June 5th, 2026.

This week, the dollar remains the world’s dominant currency, but economist Ken Rogoff thinks rising debt and geopolitical shifts are eroding its position as the world’s reserve currency. And, AI-powered search is reducing web traffic, forcing publishers to rethink how they attract audiences and generate revenue online. Will competition between the US and China to launch satellites create the next major infrastructure boom in the commercial space industry? Bolivia wants to benefit from foreign capital flows into Latin America and harness its mineral reserves, but political instability remains a significant challenge.

See https://omnystudio.com/listener for privacy information.

This week, a special edition of Wall Street Week on the USMCA trade deal. The renegotiations are testing the future of an auto industry built on decades of cross-border integration. And, American farmers increasingly depend on exports to Canada and Mexico as other overseas markets become more difficult to access. Plus, years of infrastructure investment have created an energy market that crosses borders more easily than political narratives suggest. Later, can three countries with different priorities still agree on a common economic vision?

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