Israeli attacks leave at least 20 dead in Gaza
By Rodrigo Santos Andrade
Get a jump start on the US trading day with Dani Burger and Isabelle Lee on "Bloomberg Open Interest." Dani Burger is at Carlyle’s Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi. Plus, the Fed under pressure, questions over an AI slowdown and Scott Bessent in the Capitol Hill spotlight on inflation, energy and AI.
Chapters:
00:00:00 – Open Interest
00:02:11 – Harvey Schwartz CEO Carlyle | Fed Outlook, Rates, Inflation & Why Zero Rates Aren’t Coming Back
00:02:45 – Jason Thomas | Fed Under Pressure, Rising Yields & Why Another Rate Hike May Follow
00:06:30 – Jason Thomas | AI Capex Boom, Data Center Risks & Why Markets May Be Underpricing Risk
00:15:04 – High Interest | Altera IPO Filing, AI Existential Threat Warning & Bessent’s Debt Strategy
00:16:01 – Fed Dot Plot, Scott Bessent Testimony & Why Real Rates Matter
00:19:30 – Nimrit Kang Northstar Asset Management | AI Slowdown Risks, Market Leadership & Portfolio Positioning
00:29:40 – Harvey Schwartz CEO Carlyle | Private Credit Risks, Rising Rates & Carlyle’s Outlook
00:30:10 – Alex Chi Carlyle Deputy CIO | Private Credit, Maturity Wall, Defaults & Direct Lending Opportunities
00:38:29 – John Redett Carlyle Co-President and Head of Global Private Equity | Carlyle’s Fundraising Boom, AI Investment Trends & Private Equity Outlook
00:42:21 – John Redett Carlyle Co-President and Head of Global Private Equity | AI Infrastructure, Data Centers & Why the AI Investment Cycle Continues
00:46:40 – Scott Bessent Testimony Begins | IMF, World Bank, Growth Agenda & U.S. Economic Strategy
——–
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