Trumponomics Podcast

Earlier this month host Stephanie Flanders sat down with Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, at the Founders Forum Global conference in Oxford. They were joined by Bloomberg Editor-in-Chief John Micklethwait and Bloomberg TV UK Correspondent Lizzy Burden. 

Wood gives her take on the 'great rotation' out of US stocks, why she believes investors rebalancing their portfolios, moving away from safe-haven tech stocks and towards riskier investments, and how that's shaping her outlook for the US dollar. 

The conversation was recorded on June 12, 2025. 

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In this episode of Trumponomics, we explore whether Donald Trump’s attack on Iran changes the calculus on his “reciprocal” tariffs and a looming deadline.

Host Stephanie Flanders is joined by John Authers, senior editor for markets and a Bloomberg Opinion columnist, and Shawn Donnan, senior reporter covering economics, to discuss how markets have been thinking about the July deadline, and how the multitrillion-dollar price tag for the “big beautiful bill” Trump hopes to get through Congress may have raised the probability of a baseline 10% tariff.

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On this episode of Trumponomics, we ask what Israel’s war with Iran, Donald Trump’s public musings about sending America to fight again in the Middle East and a potentially soaring oil price would mean for the US economy—and the 79-year-old Republican’s economic plans. We also address why those high oil prices haven’t yet come to pass.

Host Stephanie Flanders is joined by Jennifer Welch, chief geoeconomics analyst for Bloomberg Economics and Ziad Daoud, chief emerging markets economist and senior fellow at the Harvard Kennedy School. 

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Stephanie Flanders leads a panel from the Hong Kong Invest conference to unpack the latest round of high-stakes trade talks between the US and China, exploring why Beijing may still have the upper hand and how far any decoupling of the two economies will go. She's joined by Robin Xing, Chief China Economist at Morgan Stanley, Lotus Asset Management Chief Investment Officer Hao Hong, and Bloomberg reporter Rebecca Choong Wilkins. 

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What kind of US economy will emerge from the policies of Donald Trump? Will it be more or less competitive and resilient than what the president inherited at the start of the year? 

​Host Stephanie Flanders put that question to an all-star panel at the Milken conference in May. Here's an edited version of the conversation that followed, featuring Gary Cohn, IBM Vice Chairman, former director of the National Economic Council and former chief economic advisor to Trump; Peter Orszag, CEO and Chairman of Lazard and former director of the Office of Management and Budget under President Barack Obama; and Kevin McCarthy, 55th Speaker of the US House of Representatives. 

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