Big Take

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
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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.
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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.
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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.
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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.
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India wants to become a manufacturing powerhouse to rival China — but its reliance on the Chinese supply chain for things like batteries and semiconductors makes for a complex and exceedingly difficult puzzle to untangle.
On today's Big Take Asia Podcast, host Oanh Ha and Bloomberg’s Alisha Sachdev on how corporate India is struggling to navigate this unique geopolitical landscape.
Read more: China’s Control Over Tech Is Threatening India’s Manufacturing Dreams
Further listening: Asia Is Bearing the Brunt of the Iran War Energy Crisis
We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
Hosted by Oanh Ha; Produced by Yang Yang; Reported by Alisha Sachdev; Edited by Patrick Hirsch; Fact-checking by Eleanor Harrison-Dengate; Engineering by Taka Yasuzawa and Alex Sugiura Deputy Executive Producer: Julia Weaver Executive Producer: Nicole Beemsterboer.
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