Carol Costello: Is it because of the high rate environment that we're in, that we're kind of going back to the 90s when it comes to rates? She says companies that were losing money have been able to continue accessing capital markets for a decade. "We're discovering that some of those business models might not hold up in a higher rate environment," she says.Costello: With all the news out of China, are you having a rethink on semiconductor manufacturing has been a big position for you guys.
Andy Browne, Partner at Brunswick Group, discusses Chinese President Xi's power grab in China. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Reporter Jackie Davalos provide the details of Jackie's Businessweek story Implosion of Instant Delivery Interrupts $15 Billion VC Fantasy. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams has a preview of earnings from big tech companies. And we Drive to the Close with Ben Kirby, Co-Head of Investments at Thornburg Investment Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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