Trump to Launch $12B Mineral Stockpile to Blunt China Reliance | Bloomberg Businessweek Daily 2/2/26

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0 February 2, 2026 18:48

On today’s episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss President Trump’s $12 billion ‘Project Vault,’ meant to cut reliance on China rare earths and other metals. Bloomberg’s Joe Deaux joins the show to weigh in. Then, Jayati Bharadwaj, Director of FX Strategy at TD Securities, weighs in on the dollar trade as the greenback looks to rebound after last week’s rout. Also, Ross Gerber of Gerber Kawasaki Wealth & Investment Management weighs in on Disney earnings, plus Elon Musk’s bid to combine SpaceX and xAI in a merger. Lastly, Manhattan Associates President & CEO Eric Clark talks earnings and how clients are using automation.

Chapters:
00:00:00 – Businessweek Daily Begins
00:04:23 – Joe Deaux, Bloomberg News
00:13:42 – Jayati Bharadwaj, TD Securities
00:23:05 – Ross Gerber, Gerber Kawasaki Wealth & Investment Mgmt.
00:34:46 – Eric Clark, Manhattan Associates
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