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Big Take

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Big Take
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  • Big Take

    The New AI Trade Is FOGO: ‘Fear of Getting Obliterated’

    06/11/2026 | 14 min
    Wall Street’s brutal, $3.7 trillion rout cascaded into Asian markets, putting chipmakers and tech companies in its crosshairs.
    Host K. Oanh Ha sat down with Bloomberg Opinion Columnist Shuli Ren to look at what comes next for AI – and consider whether this is simply a correction or a crack in the AI bubble.
    Read more:
    Anatomy of a Selloff: Sudden Chain Reaction Rattles Wall Street
    AI Has Taken Over Every Corner of the Market
    We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
    Host: K. Oanh Ha and David Gura; Guest: Shuli Ren; Produced by Naomi Ng and David Fox; Edited by Crispina Robert and Nicole Beemsterboer; Engineering by Sean Carter.
    See omnystudio.com/listener for privacy information.
  • Big Take

    The Economic Levers Democrats Will Try to Pull Without Trump

    05/11/2026 | 15 min
    The Blue Wave might have been a rebuke of Trump and his economy, but Democrats have limited options to tackle affordability without him.
    On today’s Big Take podcast, PIMCO’s Head of Public Policy Libby Cantrill joins host Sarah Holder to discuss how the economic issues Democrats campaigned on could translate into policy and the compromises and clashes that may lie ahead.
    Find our special series of timely and urgent conversations on the US midterm elections wherever you listen to podcasts. We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
    Host: Sarah Holder; Guest: Libby Cantrill; Produced by Julia Press and David Fox; Edited by Naomi Shavin; Engineering by Emma Munger.
    See omnystudio.com/listener for privacy information.
  • Big Take

    Global Markets Ride the Blue Wave

    04/11/2026 | 18 min
    The blue wave that swept across US midterms buoyed Senate and House Democrats — as well as big tech shares and French bonds. On today’s Big Take podcast, Bloomberg Opinion Executive Editor Robert Burgess and reporter Matthew Griffin, who covers the intersection of politics and stocks, join host Sarah Holder to sort out the day’s market winners (the Fed) and losers (Elon Musk’s companies).
    Read more: US Election 2026 | Markets in Context
    We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
    Host: Sarah Holder; Guests: Robert Burgess and Matthew Griffin; Produced by David Fox and Julia Press; Edited by Jeff Grocott and Patrick Hirsch; Engineering by Alex Suguira.
    See omnystudio.com/listener for privacy information.
  • Big Take

    Democrats Swept Congress. What Will It Mean for Trump?

    04/11/2026 | 15 min
    The results are in: In a US midterm election seen as a referendum on President Donald Trump, a blue wave swept Congress. Democrats will control both the House and Senate for the last two years of Trump’s term.
    On today’s Big Take podcast, host Sarah Holder, Bloomberg White House reporter Josh Wingrove and Congress editor Megan Scully dig into how election night played out in the US, how markets are reacting and what clashes to expect between President Trump and Democrats in Congress.
    Find our special series of timely and urgent conversations on the US midterm elections wherever you listen to podcasts. We are also live blogging at Bloomberg.com with the latest from across the globe.
    We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.
    Host: Sarah Holder; Guests: Josh Wingrove and Megan Scully; Produced by Naomi Shavin and David Fox; Edited by Nicole Beemsterboer and Tracey Samuelson; Engineering by Sean Carter.
    See omnystudio.com/listener for privacy information.
  • Big Take

    The Legal Fight Nightmare Scenario for the US Midterms

    03/11/2026 | 13 min
    It’s Election Day in the US and a deluge of midterms-related lawsuits have already been filed, even though polls haven’t closed yet.
    Bloomberg legal reporter Zoe Tillman and Josh Wingrove, who covers the White House, join host David Gura to make sense of the latest legal fights.
    Read more: Trump’s Aggressive Voter Lawsuits Offer Democrats a Blueprint for Legal Defense
    This is a developing story. We are live blogging at Bloomberg.com with the latest from across the globe.
    Host: Sarah Holder; Guests: Josh Wingrove and Zoe Tillman; Produced by David Fox and Julia Press; Edited by Nicole Beemsterboer; Engineering by Alex Sugiura.
    See omnystudio.com/listener for privacy information.
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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.
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