The biggest market risk in 2026 is the one no one talks about

The biggest market risk in 2026 is the one no one talks about

Deal activity is heating up as 2025 nears a close amid lower interest rates from the Fed and a sense from sellers that valuations are about as full as one could expect. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Apollo Global Management co-head of equity David Sambur. After being held by Liberation Day market related volatility, the environment for deal-making has picked up. This year is on track to become the second highest in deal activity, up 36% in value to an estimated $4.8 trillion according to Bain & Company. Megadeals greater than $5 billion have represented more than 75% of incremental deal value. Meanwhile, exit activity for private equity companies accelerated meaningfully in the third quarter. Private equity firms have announced exits totaling $470 billion so far this year per data from EY, marking a 40% increase by value compared with the same period last year. Sambur shares his outlook for M&A and exits in 2026, the drivers of that potential activity and what he has learned from making big deals over the course of his career. Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(293)

Weight loss is just the beginning of GLP-1's: Novo Nordisk CEO

Weight loss is just the beginning of GLP-1's: Novo Nordisk CEO

Yahoo Finance Executive Editor Brian Sozzi chats with Novo Nordisk CEO Mike Doustdar about the true timeline for how GLP-1s will impact the food and airline industries, and what the future of weight l...

7 Sep 36min

How Amazon is transforming your Whole Foods run: CEO

How Amazon is transforming your Whole Foods run: CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Amazon Worldwide Grocery Stores Vice President and Whole Foods Market CEO Jason Buechel to discuss how Amazon's latest tech is reshaping the ...

3 Sep 31min

Why you need an AI agent workforce today: Open Machine CEO

Why you need an AI agent workforce today: Open Machine CEO

Open Machine CEO Allie K. Miller talks to Yahoo Finance Executive Editor Brian Sozzi about the rapid evolution of artificial intelligence and the critical shift from standard chatbots to autonomous AI...

31 Aug 33min

The American lawn has a millennial problem: ScottsMiracle-Gro CEO

The American lawn has a millennial problem: ScottsMiracle-Gro CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with ScottsMiracle-Gro CEO Nate Baxter to discuss why the 160-year-old brand is radically reinventing itself as a "lifestyle" company. Learn more a...

27 Aug 28min

How Olipop is beating big soda at its own game: Fmr CEO

How Olipop is beating big soda at its own game: Fmr CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Olipop co-founder and former CEO Ben Goodwin to discuss why traditional full-calorie soda might be a thing of the past, and how Olipop reclaim...

24 Aug 37min

AI bots may soon be spending your money: Mastercard CEO

AI bots may soon be spending your money: Mastercard CEO

Yahoo Finance Executive Editor Brian Sozzi sits down with Mastercard CEO Michael Miebach to discuss how the global financial network is preparing for agentic commerce and the rollout of secure "Agent ...

20 Aug 34min

Why indie games are the next big tech investment: Gaming CEO

Why indie games are the next big tech investment: Gaming CEO

Griffin Gaming Partners Co-Founder Peter Levin chats with Yahoo Finance Executive Editor Brian Sozzi about managing over $1.6 billion in gaming investments, the massive untapped potential of indie spo...

17 Aug 27min

Robinhood Co-founder's plans to take over space

Robinhood Co-founder's plans to take over space

Robinhood co-founder Baiju Bhatt explains to Yahoo Finance Executive Editor Brian Sozzi his $275 million plan for Cowboy Space Corporation to build its own rockets and launch AI-powering data centers ...

13 Aug 28min

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