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

Episoder(253)

Are collectibles the next big investment boom?

Are collectibles the next big investment boom?

The world of collectibles — from toys to unopened card boxes — remains red hot. And when you want to know anything about collectibles, there are only two places to head: one, the new collectibles hub ...

12 Feb 27min

From near bankruptcy to a $1B deal in just 40 days

From near bankruptcy to a $1B deal in just 40 days

From an entrepreneur to trying to reinvent a claim to fame to win in the era of artificial intelligence. This is where we find Ring's chief inventor, Jamie Siminoff. Siminoff founded Ring in 2013, whi...

9 Feb 24min

Klaus Schwab on Davos, power and why trust is breaking down

Klaus Schwab on Davos, power and why trust is breaking down

Reflecting on decades of work to make the world a better place. That is where Yahoo Finance Executive Editor Brian Sozzi finds World Economic Forum (WEF) founder Dr. Klaus Schwab, who just published a...

5 Feb 27min

This startup is publishing 3,000 AI podcasts a week - on purpose

This startup is publishing 3,000 AI podcasts a week - on purpose

Artificial intelligence is having profound impacts on Corporate America. But it’s also beginning to impact how humans create content and interact with it. It’s hard to imagine this impact doesn’t inte...

2 Feb 27min

The billion-dollar race to fix America’s sleep crisis

The billion-dollar race to fix America’s sleep crisis

The business of sleep has gone well beyond hawking mattresses, pillows, and bedframes. And it’s with good reason that seemingly everyone is analyzing their sleep data on various hardware devices. Roug...

29 Jan 23min

Why Bill Gurley says AI investing is becoming crowded

Why Bill Gurley says AI investing is becoming crowded

One of the most prolific venture capitalists of the past 20 years is looking to share some wisdom to the next generation of investors and job seekers. Benchmark general partner Bill Gurley is seen as ...

26 Jan 26min

Bilt CEO says your rent isn't building your future

Bilt CEO says your rent isn't building your future

Bilt is entering its next chapter. As the payments and rewards platform for over 70% of the top rental companies nationwide, Bilt is now eyeing several new product launches to kick off 2026. The compa...

20 Jan 24min

Patrick McEnroe on competition beyond the court

Patrick McEnroe on competition beyond the court

From the tennis court to the broadcast booth. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with former professional tennis player Patrick McEnroe. McEnroe...

14 Jan 28min

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