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Inside Carlyle’s Global Investment Conference, Bessent Faces Big Questions

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Get a jump start on the US trading day with Dani Burger and Isabelle Lee on “Bloomberg Open Interest.” Dani Burger is at Carlyle’s Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi. Plus, the Fed under pressure, questions over an AI slowdown and Scott Bessent in the Capitol Hill spotlight on inflation, energy and AI.

Chapters:
00:00:00 – Open Interest
00:02:11 – Harvey Schwartz CEO Carlyle | Fed Outlook, Rates, Inflation & Why Zero Rates Aren’t Coming Back
00:02:45 – Jason Thomas | Fed Under Pressure, Rising Yields & Why Another Rate Hike May Follow
00:06:30 – Jason Thomas | AI Capex Boom, Data Center Risks & Why Markets May Be Underpricing Risk
00:15:04 – High Interest | Altera IPO Filing, AI Existential Threat Warning & Bessent’s Debt Strategy
00:16:01 – Fed Dot Plot, Scott Bessent Testimony & Why Real Rates Matter
00:19:30 – Nimrit Kang Northstar Asset Management | AI Slowdown Risks, Market Leadership & Portfolio Positioning
00:29:40 – Harvey Schwartz CEO Carlyle | Private Credit Risks, Rising Rates & Carlyle’s Outlook
00:30:10 – Alex Chi Carlyle Deputy CIO | Private Credit, Maturity Wall, Defaults & Direct Lending Opportunities
00:38:29 – John Redett Carlyle Co-President and Head of Global Private Equity | Carlyle’s Fundraising Boom, AI Investment Trends & Private Equity Outlook
00:42:21 – John Redett Carlyle Co-President and Head of Global Private Equity | AI Infrastructure, Data Centers & Why the AI Investment Cycle Continues
00:46:40 – Scott Bessent Testimony Begins | IMF, World Bank, Growth Agenda & U.S. Economic Strategy
——–
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Serve Robotics CEO: Delivery robots won’t replace human couriers

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Serve Robotics CEO Ali Kashani says that delivery robots won’t fully replace human couriers, but they will bring delivery costs down.

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10 Years Later: Wall Street After 9/11

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In this special report from Sept. 10, 2011, Bloomberg’s Erik Schatzker reports on how Wall Street firms Cantor Fitzgerald, Sandler O’Neill & Partners and Keefe, Bruyette & Woods rebuilt following the Sept. 11 attacks on the World Trade Center in New York. The program features interviews with Cantor Fitzgerald CEO Howard Lutnick, the then-CEO of Sandler O’Neill, Jimmy Dunne, and John Duffy, who was CEO of KBW at the time.
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Odd Lots: Why Money Launderers Love $100 Bills

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On this episode of the Odd Lots podcast, journalist Oliver Bullough joins Tracy Alloway and Joe Weisenthal to discuss why criminal enterprises love to launder money in the form of $100 bills and why money laundering resembles Renaissance-era banking.
——–
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People in the Amazon Are Trapped In Vicious Poverty Cycle

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People living in Brazil’s Amazon rainforest are trapped in a vicious cycle of poverty that is fueling deforestation.
Can building sustainable micro-economies stop it? Vanessa Dezem explains https://trib.al/LSNIgYr
——–
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Carney Courts the World’s Top Investors at Toronto Summit

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Bloomberg’s Melissa Shin joins Scarlet Fu on “Bloomberg Deals.” Canada Prime Minister Mark Carney is gathering some of the world’s top investors Monday night and Tuesday as he seeks to attract more investment into the country while reducing its reliance on the US and diversifying its markets.
——–
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