This chapter explores the various risks that could impact the investment environment, such as Black Swan events, government shutdowns, and increasing oil prices. It also touches upon the effects of student loan repayments on consumer spending and the concerns surrounding certain companies' budget management.
Bloomberg Technology co-host Ed Ludlow reports on Amazon.com planning to invest as much as $4 billion in Anthropic, bagging a crucial partner in its effort to become a major player in generative artificial intelligence. Katy Kaminsky, Chief Research Strategist at Alphasimplex Group and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey share their thoughts on the bond market. Jon Withaar, Head of Asian Special Situations at Pictet Asset Management, explains where to find investment opportunities in Asia. John Caplan, CEO at Payoneer, looks at the state of the global digital payment industry. Bloomberg Businessweek Editor Joel Weber and Businessweek National Correspondent Josh Green provide the details of Josh's Businessweek Magazine story Republicans Aim for New Shutdown Despite Strategy Never Working. And we Drive to the Close with Greg Halter, Director of Research at Carnegie Investment Counsel.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.