Wall Street Week | Chrystia Freeland, Wine Tariffs, Ecuador’s Cocoa Boom, Israel Defense Technology

Watch on YouTube ↗ | January 24, 2026 at 00:00 | 56:35 | Bloomberg Markets

Speakers

Chrystia Freeland — Deputy Prime Minister and Minister of Finance of Canada

Scarlet Fu — Anchor, Bloomberg Television

Kristina Dahl — Vice President for Science, Climate Central

Dan Senor — Author, Startup Nation; Host, Call Me Back podcast

Boaz Levy — CEO, Israel Aerospace Industries

Kobi Kagan — CFO, Elbit Systems

Victor Schwartz — Wine importer

Ben Aneff — President, U.S. Wine Trade Alliance

Stuart Spencer — California grape grower

David Westin — Host, Bloomberg Wall Street Week

Iván Ontaneda — Chairman, Ecuador Cocoa Exporters Association; CEO, ECO-KAKAO

Oded Brenner — Chocolatier; Founder, Blue Stripes

Udi Oster — Founder, eyesAtop

Colonel Yishai Kohn — Head of Planning, Economics and IT, Israel Ministry of Defense

Summary

Wall Street Week covers Ukraine's post-war reconstruction and defense-tech opportunity, renewed U.S. tariff threats against European wine, Ecuador's rising cocoa production as climate change disrupts West Africa, and strong global demand for Israeli defense technology despite political criticism. It also examines how U.S. wine importers and distributors would be hurt by tariffs, how cocoa supply shocks are reshaping sourcing, and how Israeli defense contractors are building record backlogs.

Chrystia Freeland sees Ukraine's rebuilding and defense tech as major investment opportunities.
Trump's 200% wine tariff threat could raise prices and squeeze U.S. wine importers and distributors.
Climate change is hurting West African cocoa, benefiting Ecuador's cocoa production and exports.
Cocoa prices remain historically elevated after a supply shock, with more climate-driven volatility expected.
Israeli defense exports are at record highs as countries prioritize combat-proven technology.
Elbit Systems and Israel Aerospace Industries report strong order backlogs and international demand.
Private defense startups and whole-fruit chocolate ventures lack clean public-market expressions.

Ideas

Chrystia Freeland Deputy Prime Minister and Minister of Finance of Canada 2:59

Ukraine rebuilding is major investment opportunity

Freeland argues Ukraine's post-war economic rebuilding is a major investment opportunity comparable to Eastern Europe after communism, supported by a clear path to EU membership, EU/IMF/World Bank support, a planned privatization of 3,000 state-owned enterprises, and interest in agriculture, forestry, technology, AI and defense tech once security improves.

Chrystia Freeland Deputy Prime Minister and Minister of Finance of Canada 3:10

Ukrainian defense tech is hot sector

Freeland says Ukrainian defense technology is the country's key post-war growth sector, calling it 'Ukraine's oil' because Ukraine's high-tech society and combat-tested drone expertise make it a hot area for investment now and even more after the war ends; smart investors are already there.

Scarlet Fu Anchor, Bloomberg Television 24:45

Ecuador cocoa output boom accelerates

Fu reports that climate change and disease are disrupting West African cocoa production, shifting global supply toward Ecuador, where output is expected to reach 800,000 tons by 2030, more than double 2023 levels, putting Ecuador on track to surpass Ghana as the world's number two producer.

Kristina Dahl Vice President for Science, Climate Central 26:05

Climate change threatens cocoa supply

Dahl explains that climate change is pushing West African cacao growing regions beyond optimal temperatures, adding about three weeks of excessive heat each year, shriveling leaves and reducing yields; she expects more supply shocks and says decentralized sourcing across regions like Ecuador would make the cocoa market more resilient.

Dan Senor Author, Startup Nation; Host, Call Me Back podcast 37:22

Israeli defense tech demand keeps rising

Senor argues that criticism and boycott threats against Israel have been largely performative, while demand for Israeli defense technology keeps rising because countries like Germany and India want to piggyback on combat-proven systems from one of the two main laboratories for future warfare, Israel and Ukraine.

Boaz Levy CEO, Israel Aerospace Industries 38:14

IAI backlog reaches record high

Levy says IAI's export business is strong despite embargo threats, with 80% of goods delivered overseas and only 20% for Israel; the company completed the $3.5 billion Arrow 3 deal with Germany on schedule and logged $27 billion of new orders in Q3 2025, its largest backlog ever.

Kobi Kagan CFO, Elbit Systems 44:54

Elbit order book hits record highs

Kagan says Elbit's order book has increased by $3 billion, from about $22 billion to $25 billion, mostly from international orders, including a record $2.3 billion order and an additional $1.6 billion European order, evidence of growing global demand for its defense solutions.

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This Bloomberg Markets video, published January 24, 2026, features Chrystia Freeland, Scarlet Fu, Kristina Dahl, Dan Senor, Boaz Levy, Kobi Kagan discussing Ukraine, Ukrainian defense technology, Ecuadorian cocoa, COCOA, Israeli defense technology, Israel Aerospace Industries, ESLT. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Chrystia Freeland, Scarlet Fu, Kristina Dahl, Dan Senor, Boaz Levy, Kobi Kagan · Tickers: Ukraine, Ukrainian defense technology, Ecuadorian cocoa, COCOA, Israeli defense technology, Israel Aerospace Industries, ESLT