Despite an ongoing war and shifting interest rate expectations, equity market performance favored small- and mid-cap stocks during the first half of 2026. Bob Carey explains some of the reasons this shift has occurred and breaks down the risks and opportunities on the horizon.

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Surging electricity demand from AI data centers and industrial reshoring is driving renewed interest in nuclear power. After years of contraction, the industry may be poised for expansion and reacceleration. In this episode, Bloomberg Intelligence’s Nikki Hsu and Gabriela Privetera help us unpack some of the opportunities and obstacles that could shape nuclear’s comeback.

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With the ongoing IPO market activity, Dr. Josef Schuster joins the podcast to discuss his research on the unique performance dynamics that often follow new listings.

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