Bloomberg senior White House correspondent Josh Wingrove previews President Trump’s speech at a Mack Truck facility in Pennsylvania. Then, Mary Ann Bartels, chief investment strategist at Sanctuary Wealth breaks down market reaction as AI stocks drive major indexes down. Plus, Katherine Kostereva, CEO of Creatio, dives even deeper into AI potential as companies revise workflow to incorporate new technology. Then, Sean Gadd, CEO of pool company Latham Group, gives a check on the state of the American consumer and who has the discretionary spending to build a swimming pool.
Chapters:
00:00:00 – Bloomberg Businessweek Daily
00:03:15 – Wall Street Reality Check and AI Trade Reversal
00:06:10 – Trump in Pennsylvania & Economic Messaging
00:10:08 – Washington Politics with Josh Wingrove
00:15:15 – Market Strategy: Is the AI Trade Overdone?
00:19:45 – Semiconductor Stocks and Valuation Debate
00:30:00 – Creatio CEO on Enterprise AI and Automation
00:39:50 – Latham Group CEO: Consumer Demand & Pool Business
00:44:30 – Housing, Rates and Discretionary Spending
00:48:00 – FedEx, Transportation Stocks & Economic Signals
00:50:05 – Retail Watch: Best Buy and Consumer Trends
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