The Close 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 KPS Capital Partners Co-Founder & Managing Partner Michael Psaros, U.S. SEC Commissioner Mark Uyeda, Spain PM Pedro Sanchez, CFTC Former Commissioner Brian Quintenz, BlackRock Global Head of Market Development Samara Cohen, Tradeweb CEO Billy Hult, DTCC President & CEO Frank La Salla, Kirkland & Ellis Partner Alpa Patel, Georgetown Center for Security & Emerging Technology Executive Director Helen Toner, Former North Carolina Congressman Patrick McHenry, & Georgetown University Psaros Center for Financial Markets and Policy Director Reena Aggarwal.

Chapters:
00:00:00 Bloomberg The Close
00:02:02 KPS Capital’s Michael Psaros on U.S. Capital Markets
00:05:10 IPOs, Regulation & the Decline in Public Companies
00:09:01 Private Markets, 401(k)s & Retail Investor Access
00:11:13 SEC Commissioner Mark Uyeda on Market Structure Reform
00:14:16 Tokenized Stocks, Ownership & Investor Rights
00:17:33 24-Hour Trading & Semiannual Earnings Reporting
00:20:04 Spain PM Pedro Sánchez on Europe, China & the Far Right
00:23:03 Iran, Ukraine & Europe’s Cost-of-Living Pressures
00:24:44 Kalshi on Prediction Markets & Institutional Trading
00:27:49 Insider Trading, Market Integrity & the CFTC
00:29:32 Kalshi’s Sports Contracts & Supreme Court Fight
00:31:37 BlackRock’s Samara Cohen on Tokenization
00:34:10 Private Markets, Blockchain & Investor Access
00:37:25 Tradeweb CEO Billy Hult on Financial Market Innovation
00:40:03 Prediction Markets, Regulation & Institutional Adoption
00:43:18 Kalshi, Fixed Income & the Future of Trading
00:46:02 Closing Bell
00:51:55 DTCC CEO Frank La Salla on T+0 Settlement
00:54:33 Blockchain, 24/7 Trading & Settlement Risk
00:56:55 Stablecoins, Tokenized Deposits & Digital Currency
00:58:16 Treasury Clearing & the Future of Market Infrastructure
01:01:45 Kirkland & Ellis’ Alpa Patel on Private Market Access
01:04:39 SEC Regulation, Retail Investors & Private Assets
01:07:40 Private Market Disclosures & Investor Protection
01:10:07 Helen Toner on AI Safety & Global Oversight
01:13:21 AI Regulation, Audits & U.S.-China Cooperation
01:16:18 Autonomous AI Agents & Frontier AI Risks
01:18:13 Patrick McHenry on Reviving the Clarity Act
01:20:48 Tokenization, Market Structure & 24/7 Trading
01:25:06 Georgetown Conference Takeaways: Finance’s New Frontier
01:26:37 Private Markets, Retail Investors & the IPO Decline
01:29:51 What to Watch
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The Close 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 Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, BMO Chief FX Strategist Mark McCormick, Jefferies Managing Director & Equity Research Analyst David Katz, Yale University Jackson Institute for Global Affairs Senior Fellow Stephen Roach, Citi Wealth Head of Portfolio Construction & Analytics Olaolu Aganga, Council on Foreign Relations Senior Fellow Rebecca Patterson, Georgetown Institute of International Economic Law Visiting Scholar Peter Harrell, & Keeneland President & CEO Shannon Arvin.

Chapters:
00:00:00 Bloomberg The Close
00:02:37 Morgan Stanley on AI, Market Broadening & Portfolio Strategy
00:05:18 Oil Prices, Fed Rate Hikes & Bond Opportunities
00:09:39 The Yen, Dollar & Japan’s Currency Strategy
00:12:55 Dollar Strength, Real Yields & Fed Policy
00:16:41 Top Calls
00:18:02 Carnival Earnings Preview & Rising Fuel Costs
00:21:19 Carnival, Viking & the Cruise Industry Outlook
00:23:02 Stephen Roach on the Trump-Xi Summit & U.S.-China Relations
00:26:06 China’s Economy, Trade Dependence & AI Competition
00:29:54 China, Iran, Russia & the Risk of Japan-Style Stagnation
00:32:17 Microsoft Rallies on New Copilot AI Strategy
00:35:33 Citi Wealth on Rising Yields, Stocks & Earnings
00:38:29 AI Capex, Hyperscaler Debt & Credit Markets
00:41:05 Equities vs. Bonds & the Cybersecurity Opportunity
00:43:32 Closing Bell
00:47:00 Market Movers: Akamai, Microsoft & Atlas Energy
00:49:28 Meta’s AI Rally, Campbell’s & Nike
00:52:01 Treasury Yields & the Return of the Minivan
00:55:37 Weekly Market Recap: AI, Oil & Bonds
00:58:22 Rebecca Patterson on the Economy, AI & Rising Yields
01:01:58 Consumers, Inflation & the Labor Market
01:05:16 Can AI Investment Offset Consumer Weakness?
01:07:00 Markets Rally as Oil & Yields Ease
01:09:41 Peter Harrell on Trump-Xi & U.S.-China Strategic Competition
01:12:10 AI, Trade & the Long-Term U.S.-China Rivalry
01:15:11 Export Controls, Allies & China’s Technology Ambitions
01:18:51 Markets Recap: Stocks Rise as Oil & Yields Fade
01:19:21 Inside the $500 Million Keeneland Yearling Sale
01:22:41 Keeneland CEO Shannon Arvin on Record Horse Sales
01:25:21 Thoroughbred Investing, Auctions & Breeding Economics
01:29:05 What to Watch
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Alibaba is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.
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The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The New York Times Kyiv Bureau Chief Andrew Kramer, The Netherlands Prime Minister Rob Jetten, Bulletin of the Atomic Scientists Editor-in-Chief and “The Valley of Death” Author Sharon Weinberger, Mexico Foreign Minister Roberto Velasco Alvarez, ABC News State Department Reporter Shannon Kingston and Alphaville Editor and “A Fabulous Debt” Author Robin Wigglesworth.
——–
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President Trump said US officials had a “very good” meeting with Iranian representatives, a rare direct encounter that offers a fresh opportunity to restart talks to end the nearly seven-month war. Trump didn’t provide details on who participated in the meeting, but referred to his special envoys Steve Witkoff and Jared Kushner, who sat alongside the president. We get reaction from Bloomberg’s Tyler Kendall & Nick Wadhams. Meantime, the shipping insurance industry has found itself at the forefront of the ongoing conflict. Axis CEO Vince Tizzio joins to discuss. Plus – Peloton CEO Peter Stern joins the show as the fitness powerhouse rolls out a new lineup of treadmills. All on the latest episode of “Bloomberg Businessweek Daily.”

Chapters
00:00:00 Bloomberg Businessweek Daily
00:02:36 Markets React to U.S.-Iran Diplomacy
00:05:15 Trump on Iran: Deal or Escalation
00:06:55 U.S.-Iran Meeting & the Strait of Hormuz
00:09:58 Trump’s Case for U.S. Power
00:11:05 Iran War & America’s Global Influence
00:14:22 Midterms, Iran & U.S. Foreign Policy
00:15:59 Greenland, the Arctic & National Security
00:17:31 Russia, Ukraine & a World in Conflict
00:21:21 How the Iran War Is Reshaping Insurance
00:23:34 War-Risk Insurance in the Strait of Hormuz
00:25:19 Insurance Costs Rise With Geopolitical Risk
00:27:23 Property, Climate & Liability Risks
00:28:16 Data Centers, AI & the Insurance Business
00:31:15 AI, Cybersecurity & Emerging Risks
00:32:42 Peloton CEO on the Company’s Comeback
00:34:07 Peloton’s New Treadmills & AI Coaching
00:36:05 Peloton’s Identity Beyond the Bike
00:37:29 Run Analysis, Computer Vision & Strength Training
00:40:03 Peloton’s Customer Growth Strategy
00:43:24 Stock Movers: Shopify, Meta & AI
00:44:49 Moderna & Personalized Cancer Vaccines
00:46:35 On Holding’s Growth & Sports Expansion
——–
More on Bloomberg Television and Markets

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