Jeff Currie, CEO and founder of Real Macro, says physical oil is pricing in a permanent “regime shift” in energy markets. Speaking to Bloomberg’s Abeer Abu Omar at the Adipec conference in Abu Dhabi, Currie explains why Brent is close to $99 a barrel for long-dated contracts, and why the true driver isn’t near-term conflict, but an aggressive push toward system-wide energy security and redundancy.
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“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Maria Teresa Kumar, President and CEO of Voto Latino, says Latino voters in Texas’ Rio Grande Valley who moved toward President Trump over the economy and border security are now being pushed back toward Democrats by high costs, tariffs and immigration enforcement. Kumar says businesses in the region are being hurt by workers being picked up by Border Patrol and ICE and by uncertainty over tariff costs.

Chapters:

00:02:13 Bloomberg’s Romaine Bostick on Michigan Senate Race Shaken by Haley Stevens Endorsement
00:04:43 Bloomberg’s Skylar Woodhouse on Iowa’s Competitive Senate, House and Governor Races
00:07:23 Bloomberg’s Tyler Kendall on Key Senate Battlegrounds Across the Country
00:10:30 Political Panel Breaks Down the Latest Election Polling, Iowa Senate Race and Ashley Hinson’s Prospects, Trump Delivers His Closing Midterm Message
00:20:26 Bloomberg’s Ed Ludlow on Apple and Palantir Report Earnings
00:24:30 Bloomberg’s Jeff Mason on Trump’s Election Eve Strategy and Closing Message
00:27:00 Maria Teresa Kumar, President and CEO of Voto Latino, on Latino Voters in Texas and the Rio Grande Valley
00:31:10 Maria Teresa Kumar on Latino Voters in Florida and Immigration Concerns
00:32:33 Maria Teresa Kumar on What Latino Voters Expect From Democrats
00:34:08 Maria Teresa Kumar on Election Day Security and Early Voting Concerns
00:36:30 Bloomberg’s Erik Wasson on North Carolina Senate and House Races
00:38:07 Political Panel Reacts: North Carolina’s Down-Ballot Impact, Supreme Court Rejects DOJ Election Request, Alaska Ballot Dispute and Delayed Results
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today’s guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author “The Everywhere Millionaire” Owen Zidar.

YouTube Chapters:

00;00;00;00 Bloomberg Money opens
00;02;59;06 Midterm Election Roundtable
00;03;39;06 Trump’s Final Campaign Push
00;05;45;27 Election Security Concerns
00;06;43;17 Democrats on Affordability
00;07;45;29 Big Tech and Congress
00;09;56;06 Social Media and Voting
00;11;40;10 Henrietta Treyz, Managing Partner, Veda Partners
00;12;45;29 Can Election Polls Be Trusted?
00;13;30;26 Voter Anger and the Midterms
00;14;10;23 Affordability, Jobs and AI
00;16;52;11 Washington’s Spending Problem
00;19;28;06 The Future of Social Security
00;23;32;15 Michael Conrath, Chief Retirement Strategist, J.P. Morgan Asset Management
00;23;47;29 Planning for a Longer Retirement
00;24;14;25 How Much Do You Need to Retire?
00;26;03;12 Catching Up on Retirement Savings
00;27;11;01 Homeownership and Retirement
00;28;08;15 Retirement for Small Business Owners
00;30;14;28 Saving Without a 401(k)
00;32;56;13 Owen Zidar, Professor of Economics, Princeton University
00;33;03;15 Who Are Everyday Millionaires?
00;33;56;19 How Business Owners Build Wealth
00;36;04;18 Building Wealth Through Ownership
00;38;35;03 Private Equity and Business Owners
00;39;28;14 Buying a Business to Build Wealth
00;42;06;24 David Gura
00;42;22;03 Affordability and the Midterms
00;43;07;29 Democrats and the Next Congress
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“Bloomberg Real Yield” highlights the market-moving news you need to know. Today’s guests: JPMorgan Asset Management Core Plus Bond ETF Portfolio Manager Priya Misra, Columbia Threadneedle Investments Global Head, Fixed Income Gene Tannuzzo, Barclays Head of US Credit Strategy Dominique Toublan, and Payden & Rygel Head of Investment Grade Corporates Natalie Trevithick.

Chapters:
00:00:00 – Bloomberg Real Yield Opens
00:02:27 – US Saving Rate Nears Four-Year Low
00:05:24 – JPMorgan’s Priya Misra and Columbia Threadneedle’s Gene Tannuzzo
00:14:34 – Apollo Shops $36B Debt To Buy AI Chips For Anthropic
00:16:57 – AI Driving Tech Debt Binge
00:19:49 – Midday Movers: US Stocks Rise, Oil Falls, AST SpaceMobile Sinks After Rocket Explosion
00:24:05 – Payden & Rygel’s Natalie Trevithick and Barclay’s Dominique Toublan
00:34:20 – DeSantis Proposes Axing Taxes On Primary Homes In Florida
00:38:35 – NYC’s Mamdani Mimics Trump, Musk DOGE With COGE Plan
00:40:59 – What to Watch Next Week
00:41:37 – Final Thought
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Tech stocks bounce back, but Oaktree’s Howard Marks says AI’s bubble of infallibility has burst. Anthropic posts nearly $17 billion in quarterly revenue ahead of a potential blockbuster IPO.  Plus, Kim Wallace on the midterms, Washington risk and the next battle over AI regulation.

Chapters:
00:00:00 – Open Interest
00:02:08 – OpenAI Fundraising Struggles, AI Capital Fatigue & Anthropic IPO
00:04:25 – Apple Earnings, AI Spending Concerns & the $2,000 iPhone Debate
00:07:45 – Midterm Elections, Trump Strategy & Key Senate Battlegrounds
00:10:59 – Morning Movers | Marvell-Lumentum Deal, S&P Changes & Teva Setback
00:13:15 – SpaceX-EchoStar Talks, Wireless Expansion & Telecom Disruption
00:16:01 – Stuart Kaiser Citi | AI Trade Crowding, Election Risks & Market Rotation
00:22:17 – High Interest | Anthropic IPO Amendment, Revenue Growth & AI Infrastructure Spending
00:22:23 – Anthropic’s $17 Billion Revenue Run Rate, Compute Costs & Public Benefit Structure
00:32:50 – Top Calls | Coinbase Downgrade, Clorox Upgrade & Home Improvement Weakness
00:34:27 – Anthropic’s Spending, Google Partnership & AI Economics
00:44:30 – ISM Manufacturing, Inflation Pressures & Fed Expectations
00:46:04 – Katrina Dudley Franklin Templeton | Market Broadening, Healthcare Opportunities & AI Winners
00:56:36 – Amy Wu Silverman RBC Capital | Midterm Volatility, AI Rotation & Options Market Signals
01:05:35 – Congressional Control, Trump’s Agenda & Senate Races
01:07:30 – Kim Wallace 22V Research | Midterm Risks, Economic Anxiety & Washington Policy Outlook
01:17:22 – Anthropic’s Spending Surge, AI Growth Slowdown & IPO Demand
01:21:49 – Suki Cooper Standard Chartered | Gold’s Comeback, Inflation Hedges & Election-Year Volatility
——–
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