Baylor Lancaster-Samuel, Senior Vice President and Chief Investment Officer with Amerant Investments discusses the current phase of the equity market cycle. She discusses the recent rotation in equities over the past few weeks, driven by increasing attention to macroeconomic factors such as interest rates and Federal Reserve policies. She speaks with Romaine Bostick & Katie Greifeld on “The Close.”
——–
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A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: IPOX Schuster Founder & CEO Josef Schuster and Renaissance Capital Senior Strategist Matt Kennedy.

Chapters:
00:00:00 – Bloomberg Deals opens
00:03:13 – Jeff Perlman, Warburg Pincus CEO
00:04:18 – Perlman: Too Many Forgetting About Diversification
00:05:21 – Perlman: Like Scaled Middle-East Companies
00:07:21 – Perlman: Continuation Funds A Permanent Feature
00:08:24 – Perlman: Mega IPOs Can Exacerbate Price Movement
00:09:21 – Perlman: Been Fruitful To Not Only Rely On IPOs
00:10:01 – Perlman on State of Industry
00:12:30 – Apollo Wraps Up $35B Chip Deal For Anthropic
00:16:42 – Investment Committee: SpaceX, Anthropic, OpenAI IPOs Can Rewrite History
00:27:09 – Alex Kelly Latham & Watkins Global Co-Chair, PE Practice
00:28:11 – Kelly: Think We’ll See M&A Resurgence Continue in 2026
00:30:16 – Kelly: Growing Sentiment Volatility Is Here To Stay
00:31:58 – Kelly: Consolidation Will Be A Continuing Trend
00:34:50 – Super Micro Seeks $7B In Equity Deal For AI Equipment
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Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

Chapters:
00:00:00 – Insight with Haslinda Amin begins
00:02:16 – Asia faces worsening tech angst as Iran War counters mild CPI
00:04:44 – SpaceX IPO is said to be more than four times oversubscribed
00:08:36 – University of Colorado’s Ann Lipton on SpaceX governance structure risks
00:15:10 – Lipton on compensation tied to extreme milestones and risks for invest
00:20:59 – Baidu’s Henry He on balancing AI investment, profitability, and capital allocation
00:24:12 – US strikes Iran in Trump escalation over stalled peace talks 
00:27:21 – FGE NexantECA’s Fereidun Fesharaki on sentiment versus fundamentals in oil markets
00:36:03 – Fesharaki on Strait of Hormuz flows and supply disruptions
00:41:33 – Equiti Group’s Noureldeen Al Hammoury on market reaction to oil shocks (11D) Al-Hammoury on why he would buy into the SpaceX IPO
00:45:54 – Al-Hammoury on why he would buy into the SpaceX IPO
——–
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 – Bloomberg: The China Show opens
00:05:22 – US launches fresh strikes against Iran
00:08:53 – US inflation rises to a three-year high
00:12:43 – SpaceX IPO said to be four times oversubscribed
00:17:22 – Ant Group said to be raising $1B in capital
00:27:08 – BCA Research’s Jing Sima on Chinese markets
00:35:32 – PwC partners move to protect assets over Evergrande risk
00:40:46 – Baidu CFO Henry He on balancing AI spending and returns
00:49:55 – Robeco Asia Head of Fixed Income Thu Ha Chow on bonds
00:59:09 – Asia gold miner stocks sink, tracking the metal’s slump
01:04:28 – BOJ Governor Ueda in hospital ahead of policy meeting
01:07:35 – Big tech stocks drag down HSTECH
01:10:43 – BI: Ant fundraising leaves room for IPO upside
01:17:19 – Opinion: China should rethink index rules ahead of tech IPOs
01:20:53 – Tech stocks push China stocks to brink of a bear market
01:24:53 – El Niño emerges in the Pacific, raising heat and crop risks
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Goldman Sachs Apex Head of Americas Anushka Gupta, Retired Brigadier General Mark Kimmitt, Telsey Advisory Group CEO & Chief Research Officer Dana Telsey, Former Federal Reserve Governor Betsy Duke, North Growth Management CEO & Lead Portfolio Manager Erica Lau, RBC Capital Markets’ Rishi Jaluria, Cleo Capital Founder & Managing Director Sarah Kunst, Willkie Farr & Gallagher Co-Chair, Capital Markets Practice Edward Best, Global Citizen CEO Hugh Evans, & Robinhood VP & GM of Futures & International JB Mackenzie.

Chapters:
00:00:00 – Bloomberg The Close
00:03:51 – Goldman Sachs Apex Head of Americas Anushka Gupta on Constructive Earning Cycle
00:10:11 – Retired Brigadier General Mark Kimmitt on Iran-US Conflict
00:16:24 – Top Calls
00:17:30 – Telsey Advisory Group CEO & Chief Research Officer Dana Telsey on Outlook for Retail Amid Inflation
00:23:24 – Former Federal Reserve Governor Betsy Duke on Latest CPI Report
00:32:03 – FedEx Freight, Saia Slide on Amazon LTL Expansion
00:37:03 – North Growth Management CEO & Lead Portfolio Manager Erica Lau on AI Fueled Economic Growth
00:43:25 – Closing Bell
00:56:09 – RBC Capital Markets’ Rishi Jaluria Breaks Down Oracle’s Earnings Report
01:03:08 – Cleo Capital Founder & Managing Director Sarah Kunst on Oracle’s Negative Earnings Reports
01:08:36 – Willkie Farr & Gallagher Co-Chair, Capital Markets Practice Edward Best on Test of SpaceX IPO
01:16:58 – Global Citizen CEO Hugh Evans on Global Citizen Hosting FIFA Halftime Show
01:22:58 – Robinhood’s JB Mackenzie on Prediction Markets Bracing for Flood of Sports Investments
01:28:54 – What to Watch
——–
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