Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Uncertainty hits the IPO pipeline as Oura delays its debut. Anthropic warns of catastrophic AI risks, Goldman weighs John Waldron as its next CEO, and Jefferies asset-management revenue plunges. Plus, Gary Gensler, Gabriela Santos and Meredith Whitney on AI risk, market euphoria and cracks in the US economy.
Chapters:
00:00:00 – Open Interest
00:01:24 – Anthropic IPO Risks, OpenAI Delays & Why Oura Pulled Its IPO
00:04:02 – OpenAI Safety Concerns, GPT-6.1 Astra Cancellation & AMD’s $8B AI Acquisition
00:07:00 – Goldman Sachs Succession Plan & John Waldron’s Path to CEO
00:10:10 – Market Movers: AMD, Meta, CarMax & Mortgage Data Shakeup
00:11:30 – High Interest | U.S.-Canada trade, Morgan Stanley, Jefferies
00:12:28 – Jefferies Earnings, Asset Management Losses & Investment Banking Outlook
00:17:40 – Gabriela Santos JPMorgan | 5% Treasury Yields, AI Leadership & Why Markets May Be Overreacting
00:30:38 – Top Calls | PepsiCo, Netflix, Kroger
00:31:37 – Gary Gensler MIT Sloan Professor | AI Risks, Anthropic’s Warnings, Bank Run Concerns & Financial Stability
00:42:08 – Breaking Wall Street: Piper Sandler Eyes Perella Weinberg
00:47:12 – Meredith Whitney Meredith Whitney Advisory Group | Consumer Stress, Inflation Pressures, AI Spending & Financial Cracks
00:55:50 – Private Credit Valuations, SEC Scrutiny & Higher Rate Risks
01:05:38 – Dax Dasilva Lightspeed | AI Shopping Agents, Retail Disruption & The Future of Local Commerce
01:14:29 – Edward Skyler Citi | Impact of higher rates on development
01:22:07 – Goldman CEO Succession & Piper Sandler-Perella Weinberg Talks
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