Bloomberg Intelligence7 Mar 2025

BI Weekend: AI Tech Impact, Private Credit

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

*Interviews from live Bloomberg Invest Broadcast*

On this podcast: Mark Mahaney, Senior Managing Director at Evercore ISI, discusses the state of the tech sector and how Artificial intelligence is reshaping the industry. Katie Fogertey, Chief Financial Officer at Shake Shack. discusses the company’s growth strategy, pricing dynamics, and expansion plans. Marc Lipschultz, Co-CEO at Blue Owl Capital, discusses the growing dominance of private credit as traditional banks face stricter regulations and reduced lending capacity. Yup Kim, Chief Investment Officer at the Texas Municipal Retirement System, discusses how the firm is managing a more than $40 billion pension fund in today’s complex economic landscape. Bin Ren, CEO of the London-based fintech SigTech, discusses the evolving role of quantitative finance and Artificial intelligence in asset management. Steven Meier, Chief Investment Officer and Deputy Comptroller for Asset Management at New York City Retirement Systems, discusses how this group is approaching market volatility, rising interest rates, and long-term pension obligations.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.

See omnystudio.com/listener for privacy information.

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Episoder(3414)

Walmart Flags Higher Fuel Costs Eroding Retailer’s Earnings

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail S...

21 Mai 21min

Target Tempers Expectations After Best Sales Gain in Years

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail ...

20 Mai 21min

Home Depot’s Sales Fall Short on Lackluster Housing Recovery

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, disc...

19 Mai 25min

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloombe...

18 Mai 20min

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy ...

18 Mai 19min

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discus...

15 Mai 23min

Cisco Jumps Most Since 2011 on Sales Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith- Ryan Vlastelica, Bloomberg Equities Reporter, discusses ea...

14 Mai 18min

Anthropic in Talks to Raise $30 Billion at $900 Billion Value

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*Broadcasting From Eisner Amper West Coast Real Estate Summit in San...

13 Mai 18min