A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Sixth Street CEO & Co-Founder Alan Waxman, 3Wire Partners Founder & Managing Partner Anita Antenucci, and Clearlake Capital Co-Founder Jose E. Feliciano.
YouTube:
00;00;00;00 Bloomberg Deals opens
00;00;48;26 Anthropic IPO Demand
00;02;40;08 Anthropic Investor Mix
00;03;36;16 Marvell’s $115B Lumentum Deal
00;04;39;22 AI and Tech M&A
00;05;42;01 CVS Pharmacy Spinoff
00;07;38;14 M&A Ahead of Political Shift
00;09;39;12 Alan Waxman, Sixth Street CEO & Co-Founder, AI Market Risks
00;14;11;16 AI Market Dislocation
00;15;25;13 Private Capital and AI Risk
00;16;50;11 Risks for Private Credit
00;17;50;19 Sixth Street’s Investment Opportunities
00;19;39;11 Midterms and Private Capital
00;21;59;29 Anita Antenucci, 3Wire Partners, Defense Spending
00;22;54;09 Defense M&A
00;23;53;20 Defense Industry Uncertainty
00;25;13;15 Defense M&A and Antitrust
00;26;11;25 Defense Startups vs. Major Contractors
00;28;47;24 José Feliciano, Clearlake Capital Co-Founder, Private Wealth
00;29;53;22 Private Market Investments
00;30;44;26 AI Infrastructure
00;31;51;16 AI Bubble Concerns
00;33;24;15 Clearlake’s Growth Strategy
00;34;27;23 Future of Alternative Investments
00;35;34;07 Clearlake and Chelsea
00;36;41;18 Chelsea’s Performance
00;37;29;21 Padres and Sports Investing
00;39;06;23 Balancing the Padres and Clearlake
00;39;52;26 More Sports Investments?
00;41;25;28 Oura’s $625M AI Health Deal
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