The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are DWS Group Global CEO Stefan Hoops, Guggenheim Senior Managing Director Michael Morris, Whole Foods Market CEO Jason Buechel, Aldi U.S. Chief Operating Officer Dave Rinaldo, Partners Group Chief Investment Strategist Anastasia Amoroso, CVC Marathon Head & Managing Partner Bruce Richards, Qualcomm CFO & COO Akash Palkhiwala, Qantas CEO Vanessa Hudson, Finland President Alex Stubb, & UN Foundation President & CEO Elizabeth Cousens.
Chapters:
00:00:00 Bloomberg The Close
00:03:00 DWS CEO on Europe, Diversification & Global Investing
00:06:18 European Infrastructure, the Euro & Foreign Investment
00:09:00 Private Credit, Alternatives & DWS Growth
00:12:04 AI’s Impact on Asset Management & Jobs
00:15:00 Markets, Oil & Royal Caribbean’s Sandals Deal
00:18:05 Paramount-Warner Bros. Merger & Media Consolidation
00:20:31 Netflix, Streaming Competition & the Search for Hits
00:22:36 Whole Foods CEO on Amazon’s Grocery Strategy
00:25:32 Whole Foods Expansion, Daily Shop & Consumer Value
00:28:05 The K-Shaped Consumer & Changing Grocery Habits
00:32:19 Aldi U.S. on Inflation, Private Labels & Expansion
00:35:30 Markets, Global Stocks & Nasdaq Record High
00:37:31 Partners Group on Stocks, Rates & Market Resilience
00:41:00 Hyperscaler Debt, Treasury Yields & Private Credit
00:44:07 U.S. Economic Resilience & Closing Bell Countdown
00:47:49 AI Risk, SoftBank Debt & Private Credit
00:51:33 CVC Marathon on Fed Hikes & Higher-for-Longer Rates
00:54:14 Credit Stress, Defaults & the K-Shaped Economy
00:56:27 Data Centers, Hard Assets & AI Infrastructure Financing
01:00:04 CVC-Marathon Integration & Credit Strategy
01:01:25 Qualcomm CFO on Snapdragon & Agentic AI
01:04:21 AI Devices, Smartphones & Qualcomm’s Next Growth Wave
01:08:24 Qantas CEO on Travel Demand & Premium Flying
01:10:26 Fuel Costs, Hedging & International Air Travel
01:12:03 Finland President Alexander Stubb on Ukraine Peace Talks
01:15:21 Ukraine’s Air Defense, Trump & U.S. Support
01:18:29 Finland’s Economy, Energy & U.S. Relations
01:21:49 U.N. Foundation CEO on Global Cooperation
01:24:46 International AI Governance & Global Guardrails
01:28:06 What to Watch
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