Bloomberg Intelligence Shutdown, Fed, Amazon, and Real Estate
Sep 25, 2023
Learn about the potential government shutdown, the outlook for inflation and rate hikes, private credit and the economy, Amazon's acquisition of AI startup Anthropic, and the impact of higher interest rates on the real estate market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The Politics of a Potential Government Shutdown
02:02 • 7min
Potential Chaos if Biden Steps Down
09:09 • 4min
Global Implications of Evergrande's Missed Payment
13:38 • 7min
Exploring the Definition and Popularity of Private Credit
20:39 • 2min
The Rise of Private Credit and Shift from Mid-Market to Upper-Market
22:22 • 5min
Strategies and Regulation in the Private Credit Market
27:14 • 2min
Amazon's Investment in AI Firm Anthropic
28:52 • 6min
The Importance of Underlying Data and Amazon's Investments in Cloud and AI
35:16 • 5min
Partnership with Anthropic
40:22 • 10min
Declining Home Sales and the Impact of Higher Interest Rates
49:57 • 2min
Mortgage Rates and the Real Estate Market
51:28 • 6min