Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
AI is Phenomenon of Larger Companies, Small Business Hasn't Yet Embraced It, Says Francois Trahan
Posted
March 25, 2026
Views
1,597
Likes
27
Comments
2
Engagement
March 25, 2026
1,597
27
2
1.82%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
See what was published immediately before and after this episode.
6:24
9:03Now PlayingFrancois Trahan, Chief Investment Strategist at BMO Capital Markets, discusses the resilience of US equities amid geopolitical tensions and AI's role in job productivity at the moment.
Stocks and bonds rose while oil fell as traders weighing the viability of US-Iran ceasefire talks sent markets to a series of big swings.
The S&P 500 added about 1% as efforts by the US to end the war gathered pace, eclipsing news that Iran rejected a US ceasefire proposal and maintained attacks on Israel and Gulf Arab states. Brent dropped to around $100. Treasuries pared this month’s losses.
Traders gauge truce talks.
President Donald Trump has been pushing for talks with Iran in a bid to halt the fighting, with the US compiling a 15-point peace proposal, according to people familiar with the matter. Yet those efforts have been clouded by uncertainty over the structure of negotiations and how any deal would be arranged.
Meanwhile, Tehran keeps signaling little willingness to compromise. A move by the US to start indirect talks is illogical and not viable at this stage of the conflict, Iran’s semi-official Fars news agency reported on Wednesday, citing informed sources it didn’t identify.
“Markets are positioning for a conflict resolution, despite lingering strategic ambiguity,” said Elias Haddad at Brown Brothers Harriman & Co. “Ultimately, Iran’s response to the US de-escalation pivot will decide whether peak fear is behind us or still ahead.”
--------
Watch Bloomberg Radio LIVE on YouTube
Weekdays 7am-6pm ET
Follow us on X
Subscribe to our Podcasts:
Bloomberg Daybreak
Bloomberg Surveillance
Bloomberg Intelligence
Balance of Power
Bloomberg Businessweek
Listen on Apple CarPlay and Android Auto with the Bloomberg Business app:
Apple CarPlay
Android Auto
Visit our YouTube channels:
Bloomberg Podcasts
Bloomberg Television
Bloomberg Originals
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
