Warsh, EU Merger Rules and the Rise of Robotic Surgery — Wall Street Week

Bullish Gator

Furman on Fed and Warsh’s challenges; EU rewrites merger rules to build tech champions; J&J’s late bet on robotic surgery; measuring returns from think tanks. Hosted by David Westin.

Editorial companion

What stands out

Johnson & Johnson is sprinting into the robotic surgery market after years on the sidelines, and the episode lays out why that late entry might still matter for long-term investors (being late is not the same as being dead). Bloomberg’s guests also unpack a Fed rate decision and the challenges facing Chairman Kevin Warsh, plus an EU push to remake merger rules to foster homegrown tech champions, all forces that change capital, competition, and the time horizon for a big medtech pivot.