Bloomberg Television 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 Principal Asset Management CEO & President Kamal Bhatia, Tether Co-Founder Bill Quigley, Goldman Sachs Research US Software Equity Research Analyst Gabriela Borges, Bilt CEO Ankur Jain & Equinox Group Executive Chairman Harvey Spevak, GenTrust Head of NY Office, Senior Client Advisor Mimi Duff, Apollo Chief Economist Torsten Slok, Hartree Partners Senior Advisor Ed Morse, Columbia Threadneedle Investments Portfolio Manager Ed Al-Hussainy, & Canada Chamber of Commerce Principal Economist Andrew DiCapua.
Chapters:
00:00:00 Bloomberg The Close
00:02:50 Principal Asset Management on Yields, Credit & AI
00:06:33 AI Debt, Private Credit & the Changing 60/40 Portfolio
00:10:44 Bitcoin, Stablecoins & the Debasement Trade
00:15:40 Crypto Regulation, Tokenization & Jackson Hole
00:17:14 Top Calls
00:18:13 Goldman Sachs on Salesforce, AI & the Software Comeback
00:21:28 CrowdStrike Earnings Preview & AI Cybersecurity
00:22:31 Bilt and Equinox CEOs on Their New Wellness Partnership
00:25:21 Consumer Spending Shifts Toward Everyday “Micro Luxuries”
00:28:48 Equinox on Wellness, Longevity & Expansion
00:30:06 Bilt CEO on Growth, Funding & IPO Plans
00:31:24 Ford & GM Hit by Escalating U.S.-Canada Tariffs
00:36:47 GenTrust on Nvidia, Chip Stocks & the AI Rotation
00:39:00 AI Debt, Inflation & the Fed Outlook
00:40:24 Gold, Uranium & International Stocks as Inflation Hedges
00:43:17 Closing Bell
00:46:24 Market Movers: Expedia, IMAX & Gold
00:48:30 Biggest Losers: Nvidia, Micron, Canada Goose & Hims & Hers
00:50:49 Private School Tuition & Financial Aid for High Earners
00:53:57 Market Recap: Yields, Gold, Tariffs & Nvidia
00:55:36 Apollo’s Torsten Slok on Treasury Intervention & U.S. Debt
01:01:15 The $40 Trillion Debt Problem & Risks of Treasury Buybacks
01:03:29 Jackson Hole, Fed Policy & AI’s Inflation Impact
01:06:08 Breaking News: SEC Subpoenas in Situational Awareness Probe
01:07:00 Aggreko Files for a U.S. IPO
01:08:07 Iran’s “Economic D-Day” & the Impact on Oil
01:12:06 Iran’s Leadership, Economic Pressure & the Strait of Hormuz
01:17:10 Treasury Buybacks, the Dollar & Emerging-Market Carry Trade
01:20:30 Can Treasury Intervention Successfully Lower Yields?
01:23:53 U.S.-Canada Trade War & Canada’s Retaliation Options
01:28:48 What to Watch
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