Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey talks 30-year bonds hitting highest interest rates since 2001. Then, UBS Alignment Partners’ Alli McCartney reacts to the latest PPI report and the market response. Plus, Bloomberg News Senior Reporter Paula Seligson talks ‘SaaSpocalypse’ — as new AI tools emerged to threaten the business models of software-as-a-service providers, a massive software selloff ensued in public markets. Finally, REalloys CEO Lipi Sternheim on how the US rare earths industry is looking to build domestically for the long term.
Chapters
00:00:00 Bloomberg Businessweek Daily
00:00:56 S&P 500 Eyes Another Record High
00:01:21 Inflation, the Fed & Interest Rates
00:03:43 Markets & 30-Year Treasury Auction
00:08:43 How High Could 30-Year Yields Go?
00:10:32 UBS on the U.S. Market & Investment Outlook
00:11:54 Earnings Growth & the Bull Market
00:14:10 What Could End the Market Rally?
00:15:31 Is AI Creating Another Bubble?
00:17:45 Gold’s Comeback as a Portfolio Diversifier
00:19:03 Markets, Cisco & Oil Prices
00:21:04 How AI Threatens Software & Private Equity
00:22:34 Which Software Companies Are Most at Risk?
00:24:07 Can AI Replace Traditional Software?
00:25:03 Who Bears the Risk in Leveraged Buyouts?
00:27:06 What Happens When Revenue Growth Slows?
00:28:14 Software Buyouts & the Risks of Heavy Debt
00:30:01 Interest Rates, Refinancing & the SaaS Reckoning
00:32:35 Workday Surges on Silver Lake Takeover Report
00:34:51 America’s Race for Critical Minerals
00:35:43 Re-Alloys CEO on Building a U.S. Rare Earth Supply Chain
00:37:35 Breaking China’s Grip on Critical Minerals
00:39:18 What the Rare Earth Industry Needs From Washington
00:40:30 Scaling U.S. Rare Earth Production
00:43:46 Workday & Silver Lake Deal Talks
00:45:22 Cisco’s AI Sales Outlook
——–
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