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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Every year, Wall Street’s top minds — strategists, economists and portfolio managers — pack their best ideas into dense market outlooks, often running a hundred or more pages apiece. And every year, Bloomberg senior markets editor Sam Potter distills those outlooks to capture the consensus and identify who’s breaking from the pack.On today’s Big Take podcast, Sam joins host David Gura to discuss Wall Street’s year ahead: from AI’s continued dominance and the prospects for gold and bonds to Wall Street’s evolving appetite for risk and what analysts say to watch for in 2026. Hosted by: David Gura Produced by: David Fox Reported By: Sam Potter Edited by: Jeff Grocott; Fact-checking by: Naomi Ng; Engineering by: Katie McMurran Senior Producer: Naomi Shavin Senior Editor: Elisabeth Ponsot Deputy Executive Producer: Julia Weaver Executive Producer: Nicole BeemsterboerSee omnystudio.com/listener for privacy information.
How Much Would You Pay to Buy Back Your Time? (00:14:01)
Tired Americans are increasingly willing to pay a premium for items or services that save time or ease their fatigue: a laundry machine that both washes and dries, a grocery delivery service that puts the groceries away for them, a high-tech closet that steams their clothes. On today’s Big Take podcast, Bloomberg retail reporter Jaewon Kang and Wharton professor Gal Smitizsky discuss why a growing number of American consumers are willing to spend more to save time, even in today’s uncertain economy – and how companies are taking notice. Read more: The ‘Adulting’ Tax: Tired Americans Are Willing to Pay to Save Time Hosted by: Sarah Holder; Produced by: Eleanor Harrison-Dengate with assistance from Dina Katgara and Julia Press; Reported by: Jaewon Kang; Edited by: Jeff Grocott and Tracey Samuelson; Fact-checking by: David Fox; Engineering by: Katie McMurran. Senior Producer: Naomi Shavin. Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.
How China Defied the Odds in 2025 (00:20:29)
China started 2025 with deflation, a property crisis and fears of a “lost decade” damping sentiment. By year’s end, it had stunned the world with an AI breakthrough, a trillion-dollar trade surplus and rare earth dominance. On today’s Big Take Asia Podcast, host K. Oanh Ha talks with Bloomberg Executive Editor John Liu and Bloomberg Opinion’s Shuli Ren about how China navigated Trump’s tariff war, revived investor confidence and what risks could derail its momentum in 2026. Read more: Repeat After Me: Never, Ever Underestimate ChinaXi’s Triumphant Year Staring Down Trump Belies Woes in China Hosted by: K. Oanh Ha; Produced by: Naomi Ng and Yang Yang; Reported by: Shuli Ren and John Liu; Edited by: Paddy Hirsch; Fact-checking by: Rachael Lewis-Krisky; Engineering by: Katie McMurran. Senior Producer: Naomi Shavin. Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.
Why African Startups Are Embracing DeepSeek (00:18:29)
Chinese tech companies Huawei and DeepSeek are teaming up to offer cloud computing and AI services. And they’re pitching African startups on using their offerings over Western competitors like OpenAI in a bid to get an early foothold in the African tech scene. In a special episode from Bloomberg’s Big Take and Next Africa podcasts, reporters Loni Prinsloo and Helen Nyambura join hosts Sarah Holder and Jennifer Zabasajja to describe the pitch, how it’s landing and what it could mean for the global AI race. Read more: China's DeepSeek Is Beating Out OpenAI and Google in AfricaSee omnystudio.com/listener for privacy information.
Doing the Math on Toy Tariffs (00:23:50)
Since the start of his second term, US President Donald Trump has imposed sweeping tariffs – especially on China, where most toys are made. On today’s Big Take Asia Podcast, host Oanh Ha talks with Rick Woldenberg, CEO of fourth‑generation toymaker Learning Resources, about his company’s battle against tariffs in stores and in court – and what it reveals about the true cost of America’s trade war. Read more: Cutting Ties With China Is Harder Than Companies Expected Tariffs Unravel India’s Dream of Challenging China in Toymaking Further listening: An American Toymaker Struggles to Break Up With China India Wanted to Become The World’s Toymaker. Then Tariffs HappenedSee omnystudio.com/listener for privacy information.
How to Make It in India (Instead of China) (00:22:05)
The US-China trade war has upended global manufacturing, forcing companies like Chicago-based Learning Resources to fundamentally change how and where its products are made, even as it challenges the tariffs in court. On today’s Big Take Asia podcast, K. Oanh Ha heads to India, where the toymaker has begun shifting production of its popular children’s toys. We examine how the company is managing the complex shift from China – where its toys have been made for decades, what the factory boom means for communities on the ground in India and how all of this will impact toy prices. Further listening: The American Toymaker Suing Trump Over Destructive TariffsSee omnystudio.com/listener for privacy information.
The American Toymaker Caught in Trump’s Trade War (00:28:34)
President Trump’s trade threw American businesses, which source everything from aircraft parts to baby strollers from China, into chaos. Over this year, some companies challenged the president’s tariffs in court — including Illinois-based toymaker Learning Resources, whose case is now before the Supreme Court. On today’s Big Take Asia Podcast, host K. Oanh Ha is joined by Rick Woldenberg, CEO of Learning Resources, and Bloomberg’s Lucille Liu, to talk about the impact of the trade war on US importers and Chinese manufacturers – and what it ultimately means for American consumers. Read more: Chinese Toymaker Takes Drastic Action to Survive Trump’s TariffsSee omnystudio.com/listener for privacy information.
Why Instacart Backtracked on an AI-Pricing Experiment (00:19:58)
This month, the think-tank the Groundwork Collaborative, Consumer Reports and the news nonprofit More Perfect Union released a report finding that Instacart had been using an AI tool to run algorithmic price experiments on shoppers around the country. As a result, shoppers were being charged different prices for the exact same items from the exact same stores. At a time when inflation has driven grocery costs higher, the revelation that Instacart was charging some consumers more for the same goods struck a chord. On today’s Big Take podcast, host Sarah Holder speaks with Bloomberg’s antitrust reporter Leah Nylen and the Groundwork Collaborative executive director Lindsay Owens about the report’s findings and impact — and Instacart’s decision to end their experiment. Read more: Instacart to Pay $60 Million to Settle FTC Consumer Protection Case Hosted by: Sarah Holder; Produced by: Rachael Lewis-Krisky; Reported by: Leah Nylen; Edited by: Naomi Shavin and Aaron Edwards; Fact-checking by: Julia Press; Engineering by: Katie McMurran. Senior Producer: Naomi Shavin. Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.
Even a US Blockade of Venezuela Isn’t Spiking Oil Prices (00:19:11)
From OPEC powerhouses and US shale producers to countries like Guyana, global producers are drilling more oil and driving down prices. And with the potential for a ceasefire in Russia and pressure on Maduro in Venezuela, even more oil could flood the market in 2026. On today’s Big Take podcast, host David Gura sits down with Bloomberg oil trading reporter Alex Longley and Opinion columnist Javier Blas to discuss the forces driving the oil market right now, how they’re impacting different countries and why even lower prices could be on the way. Read more: The World Is Awash With Oil and Prices Are Poised to Keep Falling Hosted by: David Gura Produced by: Julia Press Reported by: Alex Longley and Javier Blas Edited by: Jeff Grocott Fact-checking by: Rachael Lewis-Krisky and David Fox Engineering by: Katie McMurran Senior Producer: Naomi Shavin Deputy Executive Producer: Julia Weaver Executive Producer: Nicole BeemsterboerSee omnystudio.com/listener for privacy information.
Weekend Listen: Lynsey Addario Keeps Going Back to Photograph War (00:44:20)
Lynsey Addario’s life work means taking great risks to tell other people’s stories. She is a Pulitzer Prize winning war photographer who has been abducted twice while documenting conflicts from Afghanistan to Ukraine and Sudan.There aren’t many women in her field. In a new National Geographic documentary called “Love+War,” currently streaming on Disney+, she lets us into that world, one she’s made her profession for three decades. Addario shows how she adjusts from a work environment of grave danger and high-adrenaline to being a mother making the school run and spending time with her sons.In this conversation, she tells Mishal Husain, why she believes her job is to “bear witness” and how she came to it. She remembers the first time she used a camera and shares how her childhood prepared her to walk into any situation and connect with anyone, from soldiers to refugees and civilians living through extreme times.This interview contains descriptions of abduction, violence and sexual assault which some listeners/viewers may find distressing. 02:27 - Love+War03:34 - The turning point 06:00 - Learning about the risks07:00 “I don’t want to do this for a living”09:19 - Being held in Fallujah11:20 - On embed in Afghanistan 14:31 - Operation Rock Avalanche15:43 - Dealing with the emotion16:50 - The daughter of hairdressers in Connecticut17:44 - Getting her first camera19:30 - Planning a “shoot-list” 21:51 - Russian strike on Ukraine17:30 - Being held hostage in Libya31:02 - Survivor’s guilt33:30 Life at home36:30 - Social media and fake images 40:18 - Switching offWatch this podcast here: https://www.youtube.com/playlist?list=PLe4PRejZgr0Ns_wjGlmjlPz0cded0nTYS You can find the written version of this interview with Mishal’s notes on Bloomberg Weekend: https://www.bloomberg.com/latest/weekend-interviewSee omnystudio.com/listener for privacy information.
Inside Disney and OpenAI’s Billion Dollar Deal (00:19:15)
As AI-generated images ping pong around the internet, the Walt Disney Company has been mostly playing defense, using litigation to protect its intellectual property. But last week, Disney announced a $1 billion deal with OpenAI, licensing more than 200 of its iconic Disney characters for use on OpenAI’s video platform, Sora. On today’s Big Take podcast, host Sarah Holder talks with Bloomberg tech reporter Shirin Ghaffary and entertainment reporter Thomas Buckley about the terms of the deal, the opportunities and risks for each side and whether it might spur other similar partnerships. Read more: OpenAI Deal to License Disney Characters Is Entirely in Stock Hosted by: Sarah Holder; Produced by: Rachael Lewis-Krisky; Reported by: Shirin Ghaffary and Thomas Buckley; Edited by: Tracey Samuelson; Fact-checking by: Naomi Ng and Eleanor Harrison-Dengate. Engineering by: Katie McMurran. Senior Producer: Naomi Shavin. Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.See omnystudio.com/listener for privacy information.
Truckers Are Aging Out. Who Will Replace Them? (00:15:28)
The trucking industry has long been dominated by older white men. But as those truckers steer toward retirement, who will replace them? On today’s Big Take podcast, host Sarah Holder hits the road with Bloomberg’s Jaewon Kang, who’s been exploring how one company is trying to transform its trucking workforce. And we hear from MIT’s Chris Caplice, DAT Freight and Analytics’ Dean Croke and two Walmart truckers about what’s working for the industry and the challenges it faces on the road ahead. Read more: Walmart’s $115,000 Starting Pay and Better Rigs Draw Women to Trucking Hosted by Sarah Holder Produced by Julia Press Reported by Jaewon Kang Edited by Tracey Samuelson Fact-checking by Rachael Lewis-Krisky Engineering by Katie McMurran Senior Producer: Naomi Shavin Deputy Executive Producer: Julia Weaver Executive Producer: Nicole BeemsterboerSee omnystudio.com/listener for privacy information.
Many Cancer Drugs Don’t Extend Life (00:19:39)
Treating cancer is a massive business. In 2024 alone, cancer treatments generated at least $200 billion in worldwide sales for the pharmaceutical industry, more than the obesity drug rush. But a Bloomberg News analysis showed that fewer than half of treatments reviewed — some of which have painful side effects — have been shown to extend patients’ lives. On today’s Big Take podcast, Bloomberg senior healthcare reporter Robert Langreth takes host David Gura inside what some doctors call the “cancer-industrial complex” — from the regulatory landscape that ushered in a wave of lucrative new drugs to the damaging financial and health impacts some treatments can have on patients. Read more: Cancer Drugs Cost More Than Ever. They Often Don’t Extend Lives. The Implants Were Supposed to Dissolve. They Didn’t. Pharma Is Pushing $200,000 Cancer Drugs When Cheaper Doses May Work Cancer Doctors Are Making a Fortune Off Drug-Trial Participants One Generic Cancer Drug Costs $35. Or $134. Or $13,000.See omnystudio.com/listener for privacy information.
The $2 Billion Flood Control Scandal Rocking the Philippines (00:19:10)
The Philippines is no stranger to typhoons, but this year’s storms exposed something far uglier: a vast corruption scandal. On today’s Big Take Asia Podcast, host K. Oanh Ha speaks to Bloomberg’s Andreo Calonzo and Rosalind Mathieson about how billions of dollars earmarked for flood control vanished and what the crisis means for the country’s political and economic stability.See omnystudio.com/listener for privacy information.
Wait, Weren’t We Supposed to Have a Recession in 2025? (00:18:44)
All year, the jobs market, consumer sentiment, AI and inflation flashed warning signs about the economy — but 2025 managed to avoid a recession. On today’s Big Take podcast, host Sarah Holder talks with Bloomberg’s Stacey Vanek Smith and Moody’s Analytics Mark Zandi to understand what this year’s wonky economy can tell us as we head into 2026 and what to watch for in the new year. Read more: US Recession Risk Is Receding as We Move Into 2026See omnystudio.com/listener for privacy information.
How to Invest in AI Right Now (00:16:12)
Depending on who you talk to, AI is the key to remaking industries and jobs – or a bubble ripe to pop. And if you’re an investor, you’re already exposed. So what’s the best strategy for investing in AI now? On today’s Big Take podcast, host Sarah Holder and Bloomberg personal finance reporter Suzanne Woolley talk to experts – ARK Invest’s Cathie Wood, Fidelity International’s Taosha Wang, Allspring Global Investments’ Michael Smith and Janus Henderson Investors’ Denny Fish – about coming AI investment waves and potential warning signs. See omnystudio.com/listener for privacy information.
A Fifth-Generation Farmer on Trump’s $12B Bailout (00:19:20)
From rising costs to shifting markets, American farmers are struggling to make ends meet. Now, the White House is stepping in. On today’s Big Take podcast, David Gura sits down with Bloomberg agriculture Reporter Erin Ailworth and a fifth-generation farmer to discuss President Trump’s $12 billion farm aid plan. What prompted the move, which sectors will be eligible and how ongoing tensions between the US and China have upended the market for certain crops and shifted how the US exerts its influence overseas. Read more: https://www.bloomberg.com/news/articles/2025-12-08/us-farmers-say-12-billion-bailout-won-t-end-industry-slump See omnystudio.com/listener for privacy information.
The Fed Just Cut Rates Again. Here’s What’s Ahead for 2026 (00:21:12)
On Wednesday, the Federal Open Market Committee cut rates by 25-basis points. It was the scenario a lot of close watchers of the Federal Reserve expected — but what comes after this Fed Meeting is an open question. With President Trump poised to name Chair Jerome Powell’s replacement by early 2026, both markets and the Federal Reserve itself could start to look to Trump’s nominee for guidance. Kevin Hassett has emerged as the front-runner for the role, who currently serves as director on Trump’s Council of Economic Advisers. On Today’s Big Take podcast, Bloomberg Economics’ Chief US Economist Anna Wong joins host Sarah Holder to break down the economic impact of the latest rate cut and what the Federal Reserve could look like next year if Hassett is nominated to succeed Powell. Read more: Fed Cuts Rates With Three Dissents, Projects One Cut in 2026See omnystudio.com/listener for privacy information.
India Wanted to Become The World’s Toymaker. Then Tariffs Happened (00:22:05)
The US tariff war with China sent American companies scrambling to find alternative manufacturing hubs. India looked promising until the White House upended everything. On today’s Big Take Asia podcast, K. Oanh Ha heads to India, where she goes inside two toy factories scrambling to adapt to Washington’s shifting trade policies. How sky-high tariffs are undercutting India’s ambitions to take China’s crown as the world’s factory floor and forcing American manufacturers to make a tough choice. Read more: Cutting Ties With China Is Harder Than Companies Expected Further listening: An American Toymaker Struggles to Break Up With ChinaThe American Toymaker Suing Trump Over Destructive TariffsSee omnystudio.com/listener for privacy information.
What to Expect in the DOJ Epstein Files Release (00:20:09)
After last month’s passage of the Epstein Files Transparency Act, the US Department of Justice is on the clock to release an enormous cache of documents related to convicted sex trafficker Jeffrey Epstein. So what could be in the files? And what might the government hold back? On today’s Big Take, host David Gura is joined by Bloomberg investigative reporter Jason Leopold, who specializes in making government documents public and co-hosts Bloomberg’s Disclosure podcast. They talk through how the release could play out and how to parse the files once they’re available. Subscribe to Jason’s FOIA Files newsletter and Disclosure podcastSee omnystudio.com/listener for privacy information.
Netflix’s $82 Billion Power Play for Warner Bros. (00:16:04)
News broke overnight that Netflix is acquiring Warner Bros. Discovery in a cash-and-stock deal valued at $82.7 billion. It’s a deal raising eyebrows in the entertainment industry, from Netflix competitors including Paramount — and reportedly even the White House. On today’s Big Take, host David Gura sits down with Screentime writer and entertainment reporter Lucas Shaw to discuss the ins and outs of the deal, what we know about how it would impact viewers at home, and the regulatory challenges moving forward.See omnystudio.com/listener for privacy information.
Why We Can’t Quit Microsoft Excel (00:18:19)
Excel. If you work in corporate America, that word either inspires laser-focused productivity or pure dread. Over the last 40 years, the spreadsheet software has become synonymous with the best — and worst — of late-stage capitalism. It’s seeped into popular culture and, along the way, made Microsoft one of the world’s most valuable companies.But in a world of AI and new competition where Excel=Sum(39+1), can it stay on top? On today’s Big Take podcast, Bloomberg’s Dina Bass and Businessweek’s Max Chafkin join host Sarah Holder to track the rise and challenges ahead for one of the most ubiquitous programs around.See omnystudio.com/listener for privacy information.
Are We Headed For Another ‘Crypto Winter’? (00:18:16)
Back in October, Bitcoin reached a record high. Just a few weeks later, its price had plunged, taking out over $1 trillion dollars in assets along with it. On Tuesday, it rallied. But dips across the crypto market have left investors and analysts wondering what to make of the swings. On today’s Big Take podcast, Bloomberg executive editor stacy-marie ishmael and host David Gura take the temperature of crypto’s dramatic ebbs and flows over the past few months, from President Trump’s second-term moves to bolster the market to fears of another “crypto winter.” Read more: Bitcoin Jumps Back Above $90,000 After Bruising Selloff What Does Bitcoin’s Drop Mean? Depends on Who You Ask The 26-Minute, 51% Wipeout That Deepened Trumps’ Crypto Woes See omnystudio.com/listener for privacy information.
Hong Kong's Catastrophic Fire Provokes Questions and Fury (00:19:43)
Hong Kong’s worst fire disaster in decades has stirred up public anger over negligence, safety standards and official accountability. On today’s Big Take Asia podcast, host K. Oanh Ha talks to Bloomberg’s Shawna Kwan and Jenni Marsh about the devastation, the political fallout and how the public outcry is causing unease in Beijing.See omnystudio.com/listener for privacy information.
Where US-Russia Talks Leave Ukraine (00:16:21)
On Monday, Trump envoy Steve Witkoff flew to Moscow, while Ukrainian President Volodymyr Zelenskiy visited France. Witkoff is expected to meet with Russian President Vladimir Putin to try and sell him on the latest version of a peace deal, which has Ukrainian input. But after a phone call between Witkoff and a Russian counterpart, Zelenskiy is trying to shore up support among European allies — both to increase pressure on Trump to align with Ukraine and to garner more military support. On today’s Big Take podcast, national security team leader Nick Wadhams unpacks the state of play between Russia and Ukraine, the developments of the last few days and whether an end to the war could be in sight. Read more: US Says Ukraine Talks Productive as Witkoff Heads to Russia Witkoff Advised Russia on How to Pitch Ukraine Plan to Trump Witkoff Discusses Ukraine Plans With Key Putin Aide: Transcript See omnystudio.com/listener for privacy information.
