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
00:01:53 – Iran seeks to bar US ships as Hormuz deal with Oman advances
00:08:25 – Federated Hermes’ Karen Manna on rising treasury yields
00:12:00 – Karen Manna on global shift from a deflationary to an inflationary environment
00:19:37 – DBS CEO Tan Su Shan on geopolitical risks and AI adoption
00:20:15 – Tan Su Shan on balancing Western and Chinese AI models
00:21:47 – Tan Su Shan on how AI will reshape jobs
00:24:25 – Sequoia Capital Partner Patrick Grady on the Anthropic opportunity
00:26:22 – Sequoia Capital Partner Alfred Lin on early-stage and growth AI companies
00:31:07 – DeepSeek resumes $8B round with Monolith in the running
00:35:31 – India’s student movement shuns politics, stays pressure group
00:45:51 – Asian stocks steady as market waits on US jobs data
——–
More on Bloomberg Television and Markets

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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 AI Rally, Iran Deadline & Yen Intervention
04:48 Mag 7 Valuations Have Room to Normalize — Cameron Dawson, NewEdge Wealth
19:57 Weapons Stockpiles Become the Next Constraint — Rachel Ziemba, Center for a New American Security
33:57 AMD Closes the AI Software Gap — Angelo Zino, CFRA
41:58 Why US Yen Intervention Is So Puzzling — Steve Englander, Standard Chartered
53:39 Debt Markets Are Pushing Back on AI — David Lebovitz, JPMorgan Asset Management
1:06:24 Refiners Can’t Deliver the Price Relief Trump Wants — Stephen Schork, The Schork Group
1:19:47 Starlink Holds the Key to SpaceX — Paul Golding, Macquarie
1:30:57 A Hawkish Fed Is Good for the Yield Curve — Vishal Khanduja, Morgan Stanley
1:39:43 Fed’s Paulson Keeping an ‘Open Mind’ on Interest Rates — Michael McKee
1:42:31 How Is the Fed Managing Inflation? — Deepak Puri, Deutsche Bank CIO – Americas
1:55:18 AI Spending Still Needs to Be Monetized — Paul Meeks, Freedom Capital Markets
2:03:27 Wage Pressures Remain Contained — Yelena Shulyatyeva, The Conference Board
2:16:06 Washington Wants the AI Supercycle to Continue — Eric Cantor, Moelis & Company
——–
Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.

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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
00:01:20 – Oil extends drop on signs of progress toward Hormuz deal
00:05:32 – Treasuries rise as falling oil prices ease pressure on Fed
00:06:14 – Brandywine Global’s Carol Lye on lower oil prices and bond yields
00:07:00 – Carol Lye on why global yields may stay higher for longer
00:17:37 – SpaceX’s AI splurge puts a damper on debut earnings
00:19:32 – AMD’s AI growth outlook underwhelms investors
00:20:11 – What SpaceX and AMD results mean for Asian tech suppliers
00:25:16 – RBI seen holding rate as India inflation stays in focus
00:28:50 – Standard Chartered’s Anubhuti Sahay on India’s inflation outlook
00:35:19 – Anubhuti Sahay on rupee stability and capital flows
00:40:53 – Pakistan’s Abhi Microfinance Bank gears up for IPO
00:41:20 – Abhi Co-Founder and CEO Omair Ansari on IPO plans
00:41:56 – Omair Ansari on growth plans after planned listing
——–
More on Bloomberg Television and Markets

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Novak Djokovic, a 24-time Grand Slam tennis champion, joined General Atlantic as the private equity firm dives deeper into sports investing. “This is the first partnership of this kind for me,” Djokovic told Bloomberg.
——–
More on Bloomberg Television and Markets

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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Stocks rise after data showed US employers unexpectedly cut jobs in July. Meanwhile, oil wavers as prospects for a lasting agreement to reopen the Strait of Hormuz remain elusive. National Economic Council Director Kevin Hassett, BlackRock’s Rick Rieder and Julia Coronado of MacroPolicy Perspectives react to the surprising jobs report and what it means for the economy and Fed policy. Tanger CEO Stephen Yalof offers a read on the consumer. Plus, Ethan Allen Chairman & CEO Farooq Kathwari responds to an activist campaign seeking to replace the company’s entire board.

Chapters:
00:00:00 – Open Interest
00:01:14 – Jobs Report Shock, Labor Market Weakness, Fed Outlook & Rate Expectations
00:03:43 – Market Reaction, Bond Rally, Inflation Risks & Kevin Warsh’s Fed
00:06:21 – White House Response, Iran Negotiations, Jobs Report & Todd Blanche Nomination
00:13:02 – High Interest | SK Hynix Capacity Expansion, Trump on Kevin Warsh & Bank of America Bull-Bear Indicator
00:14:04 – Rick Rieder BlackRock| Labor Market, Inflation, AI Productivity Boom, Bonds & Fed Policy
00:30:31 – AI Financing Boom, Alphabet Bond Issuance, Hyperscaler Spending & SpaceX Trading Dynamics
00:36:21 – Top Calls | SpaceX Bullish AI Outlook, Gap Upgrade & Sweetgreen Price Target Cuts
00:37:25 – Sweetgreen Selloff, Restaurant Spending, Consumer Weakness & Fast Food Competition
00:41:28 – Leveraged ETF Risks, Bitcoin Wallet Hack, ETF Inflows & Crypto Market Structure
00:47:51 – Kevin Hassett White House National Economic Council Director | Jobs Report, Labor Force Trends, Immigration, Fed Independence & Iran Strategy
01:03:07 – Julia Coronado MacroPolicy Perspectives | Labor Market Weakness, Immigration Impact, AI-Led Growth & Economic Uncertainty
01:10:35 – Stephen Yalof Tanger | Consumer Spending, Retail Trends, Back-to-School Demand & AI in Retail
01:20:12 – Farooq Kathwari Ethan Allen | Ethan Allen Activist Battle, Digital Strategy, Interior Design Model & Growth Plans
01:30:26 – Hormuz Negotiations, Iran Talks, U.S. Military Readiness & Defense Spending
——–
More on Bloomberg Television and Markets

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