Wall Street Week | Inflation Meets AI, Navy Buildout Challenges, Tariff Refund Fight

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. Chapters: 00:00:00 - New Inflation Concerns 00:11:18 - Navy Buildout Challenges 00:23:47 - Tariff Refund Fight 00:34:59 - Markets Chase AI 00:47:26 - Future of New York City -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts  

Wall Street Week | Debt & Consequences, Defying Fiscal Gravity, Hollywood Gets Democratized
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Wall Street Week | Debt & Consequences, Defying Fiscal Gravity, Hollywood Gets Democratized

Wall Street Week | High Stakes Summit, New Zealand’s Brain Drain, Stablecoin Adoption, Bubbly Water
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Wall Street Week | High Stakes Summit, New Zealand’s Brain Drain, Stablecoin Adoption, Bubbly Water

W*T*H: What the Hormuz Is Going On?
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W*T*H: What the Hormuz Is Going On?

Why Natural Gas Will Be AI’s Next Great Shortage
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Why Natural Gas Will Be AI’s Next Great Shortage

Austan Goolsbee Is Worried the Economy Is Overheating
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Austan Goolsbee Is Worried the Economy Is Overheating

The Tech Cold War: How China is Winning the Tech Race | Episode 3 |  FD Finance
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The Tech Cold War: How China is Winning the Tech Race | Episode 3 | FD Finance

Wall Street Week | SpaceX Goes Public, Google’s AI Bet, World Cup Price Backlash
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Wall Street Week | SpaceX Goes Public, Google’s AI Bet, World Cup Price Backlash

Bill Ackman's Takes on Mamdani, Trump and Investing in the AI Era | Titans and Disruptors
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Bill Ackman's Takes on Mamdani, Trump and Investing in the AI Era | Titans and Disruptors

Gen. David H. Petraeus in Conversation with Bret Stephens
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Gen. David H. Petraeus in Conversation with Bret Stephens

Wall Street Week | 25 Years of Markets
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Wall Street Week | 25 Years of Markets

Adam Posen Thinks Things Could Get 'Messy' for the Fed | Odd Lots
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Adam Posen Thinks Things Could Get 'Messy' for the Fed | Odd Lots

Citadel's Ken Griffin on AI, US-China Tensions, and US Data Centers
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Citadel's Ken Griffin on AI, US-China Tensions, and US Data Centers

U.S. Empire in Decline: Richard Wolff on Iran War, Rising Inequality, $40T National Debt & More
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U.S. Empire in Decline: Richard Wolff on Iran War, Rising Inequality, $40T National Debt & More

Hegseth’s Generals Gave Him a Dire Warning About the Iran War | Command Post
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Hegseth’s Generals Gave Him a Dire Warning About the Iran War | Command Post

Alphabet To Develop Their Own Server Chips | The Close 7/20/2026
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Alphabet To Develop Their Own Server Chips | The Close 7/20/2026

Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026
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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/2026

Jamie Dimon talks Trump, AI and America’s future on The Axios Show | Full Interview
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Jamie Dimon talks Trump, AI and America’s future on The Axios Show | Full Interview

Energy Disruptions Are Here to Stay
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Energy Disruptions Are Here to Stay

US and Iran Renew Fighting, Global Bond Rout Deepens
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US and Iran Renew Fighting, Global Bond Rout Deepens

Bloomberg Surveillance 06/07/2024
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Bloomberg Surveillance 06/07/2024

Bloomberg This Weekend | Trade War Escalates, Pushback on Beef Plan, Bond Market Intervention
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Bloomberg This Weekend | Trade War Escalates, Pushback on Beef Plan, Bond Market Intervention

Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons
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Jamie Dimon: Why I Won't Buy Bonds, AI's Future & Leadership Lessons

Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026
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Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026

Stocks Churn Before Big-Tech Earnings | The Close 7/22/2026
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Stocks Churn Before Big-Tech Earnings | The Close 7/22/2026

Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve | Hoover Institution
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Inflation Is A Choice: Kevin Warsh On Fixing The Federal Reserve | Hoover Institution

Berkshire CEO Greg Abel: Alphabet a 'significant player' in AI after growing stake in Q2
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Berkshire CEO Greg Abel: Alphabet a 'significant player' in AI after growing stake in Q2