Potential Tesla, SpaceX Merger, NFL Investments, Inside Activism

0 October 21, 2026 16:01

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: General Catalyst Managing Director, Co-Head of Creation Fun Madhu Manburi, Olshan Frome Wolosky Partner in Shareholder Activism Group Rebecca Van Derlaske, Sidley Partner & Co-Chair Shareholder Activism Practice Kai Liekefett, and H.I.G Capital CEO Brian Schwartz.

YouTube Chapters:

00:00 Bloomberg Deals opens
01:53 Max Chafkin on SpaceX-Tesla
04:28 Anthropic IPO and AI Infrastructure
06:07 Data Centers Face Political Pushback
07:18 Mark Chediak on NextEra-Dominion
09:38 NFL Partners With General Atlantic
11:38 AI Investment and Bubble Risks
12:09 Madhu Namburi, General Catalyst
14:12 AI Transformation and Acquisitions
15:55 AI and Janus Henderson
17:01 General Catalyst’s AI Platforms
19:23 Namburi on Investing and Deal Making
20:56 Apollo, Blackstone Seek NFL Team Stakes
22:39 Starboard’s Latest Investments
23:52 Investment Committee: Shareholder Activism
25:55 Settlements vs. Proxy Fights
27:25 How Boards Should Engage Activists
28:15 When Activism Leads to Proxy Fights
29:34 Board Defense and Shareholder Rights
31:21 Activism Behind Closed Doors
33:30 Brian Schwartz, H.I.G. Capital
35:20 Middle-Market Private Equity
36:46 Private Equity Exit Pipeline
38:31 H.I.G.’s Portfolio and Exit Strategy
39:27 Software Investment Opportunities
40:35 Legendary-Lionsgate Deal Talks
41:35 Other Potential Lionsgate Buyers
42:37 Bloomberg Deals Wrap
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