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(272)

Ice Cube talks BIG3 IPO

Ice Cube talks BIG3 IPO

Big3 Co-founder Ice Cube sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the decision to take his 3-on-3 basketball league public, while also reflecting on his multi-decade career...

25 Jun 25min

Binance Founder on the future of crypto, life after prison

Binance Founder on the future of crypto, life after prison

Binance Founder Changpeng Zhao joins Yahoo Finance Executive Editor Brian Sozzi to discuss the future of crypto, reflect on his recent prison sentence, and outline his new life chapter focused on ment...

22 Jun 27min

Beyond bitcoin: Coinbase CEO talks future with AI

Beyond bitcoin: Coinbase CEO talks future with AI

Coinbase co-founder and CEO Brian Armstrong joins Yahoo Finance Executive Editor Brian Sozzi to explain how they're building the financial infrastructure for an AI-driven economy. Learn more about you...

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How one terrible trip inspired a tech IPO: Navan Co-Founder

How one terrible trip inspired a tech IPO: Navan Co-Founder

Navan Co-founder and CEO Ariel Cohen shares with Yahoo Finance Executive Editor Brian Sozzi how his frustration with broken corporate travel systems led him to disrupt the industry, detailing Navan's ...

15 Jun 26min

How the 2026 World Cup is fueling FanDuel's growth: Flutter CEO

How the 2026 World Cup is fueling FanDuel's growth: Flutter CEO

Flutter CEO Peter Jackson discusses with Yahoo Finance Executive Editor Brian Sozzi the massive global business impact of the upcoming World Cup, FanDuel's nationwide expansion, and strategies for nav...

11 Jun 26min

How Cava is scaling to 1,000 stores without new capital

How Cava is scaling to 1,000 stores without new capital

Cava CEO Brett Schulman sits down with Yahoo Finance Executive Editor Brian Sozzi to chat about the fast-casual giant's explosive rise, its modern use of AI, and its viral portion generosity. Learn mo...

8 Jun 35min

Why annuities beat CDs for retirement growth: Athene Co-President

Why annuities beat CDs for retirement growth: Athene Co-President

Athene Co-President Mike Downing and Yahoo Finance Executive Editor Brian Sozzi dive into the biggest issues facing retirees today, from having a magic number in retirement savings to the hunt for yie...

4 Jun 17min

Is Affirm outgrowing credit cards? Max Levchin explains

Is Affirm outgrowing credit cards? Max Levchin explains

Affirm Founder and CEO Max Levchin chats with Yahoo Finance Executive Editor Brian Sozzi about his company's explosive financial growth and the revolutionary impact of AI on software engineering. Lear...

1 Jun 45min

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