Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Inflation fears are back in focus as markets await Fed Chair Kevin Warsh. Plus, CoreWeave crashes as AI debt worries grow, while Anthropic’s surging revenue collides with new calls to delay its IPO. Pershing Square CIO Ryan Israel on investing beyond AI, Anastasia Amoroso on rates, and Bloomberg’s Enda Curran on why inflation still stings.
Chapters:
00:00:00 – Open Interest
00:01:24 – Hot PPI, Fed Rate Expectations & Kevin Warsh Watch
00:04:33 – CoreWeave Debt Concerns, AI Financing & Anthropic IPO Risks
00:08:24 – Schwab Earnings, Bank Margins & AI’s Impact on Deposits
00:12:34 – High Interest | AI Agents, Bond Trading & Global Headlines
00:13:39 – Ukraine, Energy Ceasefire Breakdown & Diesel Price Politics
00:18:34 – Anastasia Amoroso Partners Group | Inflation, Fed Outlook, Bond Rally & AI Infrastructure Spending
00:23:34 – CoreWeave Selloff, AI Buildout Financing & Semiconductor Weakness
00:32:13 – Top Calls | Bank of America, CarMax & Walmart Upgrades
00:33:41 – CoreWeave, Nvidia Backstop, Anthropic Growth & AI Economics
00:39:31 – Apple’s China AI Rollout, Foldable iPhone & SpaceX Telecom Threat
00:44:17 – PPI Shock, Consumer Resilience & Federal Reserve Dilemma
00:47:03 – Ryan Israel Pershing Square Capital Management | Market Rotation, AI Valuations & Finding Growth Beyond Tech
00:55:35 – Movers | CoreWeave Slides, TSMC Earnings & Schwab Weakness
00:58:18 – Private Credit Se| Pre-IPO Investing, AI Opportunities & Private Markets
01:05:36 – Bank of America Fine, Trading Misses & Banking Outlook
01:14:10 – Midterm Elections, Inflation Pressures & Voter Affordability Concerns
01:17:31 – Inflation Hotspots, Energy Costs & the Future of the Fed’s 2% Target
01:23:00 – Ukraine-Russia Energy Conflict, Diesel Prices & Election-Year Policy Pressure
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