Bloomberg’s Mike McKee breaks down Wednesday’s subdued inflation report, putting pressure on the fed following weak jobs numbers. Then, iCapital Global Investment Strategist Dan Suzuki also talks CPI report and the S&P 500 set to post its 4th consecutive quarter of growth. Plus, CEO of Atlas Merchant Capital Bob Diamond announces a new investment partnership alongside Co-Founder & CEO of Edge Focus Elliott Lorenz. Finally, London School of Economics Lecturer Rebecca Homkes talks about how CEO’s are dealing with geopolitical and market shocks.
Chapters
00:00:00 Bloomberg Businessweek Daily
00:03:02 Markets Rally After CPI
00:05:08 Michael McKee on Inflation & Jackson Hole
00:06:43 Oil, Gas Prices & the Strait of Hormuz
00:08:03 Why Consumers Still Feel Inflation
00:09:40 Tariffs, Retail Sales & Economic Growth
00:12:36 Dan Suzuki on Markets Drowning in Liquidity
00:14:10 Interest Rates, Oil & Risks to the Rally
00:16:48 Diversification, AI & Asset Allocation
00:19:03 Markets, AI Stocks & Restaurant Earnings
00:21:11 Bob Diamond’s New Consumer Credit Investment
00:24:45 Edge Focus, Consumer Data & Credit Modeling
00:26:20 Buy Now, Pay Later & Expansion Plans
00:29:34 How Technology Is Transforming Consumer Credit
00:32:18 Consumer Credit, Debt & Delinquencies
00:34:38 What’s Next for Bob Diamond’s Investment?
00:35:56 Bob Diamond on the Market & an AI Correction
00:38:03 S&P 500 Hits an Intraday Record
00:39:37 Cisco Earnings & the $12 Billion Lakers Deal
00:44:32 The “Chaos Tax” on Consumers & Businesses
00:46:10 How CEOs Are Adapting to Constant Shocks
00:49:22 CoreWeave & the AI Spending Boom
——–
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