Awaiting Warsh, AI 'Bust,' High Ed Fear | Real Yield 8/27/2026

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Kelly Gerrity, Fixed Income Client Portfolio Manager at Morgan Stanley Investment Management, Noah Wise, Senior Portfolio Manager and Head of Global Macro Strategy for Global Fixed Income at Allspring Global Investments, Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, and Margot Kleinman, Head of Municipal Research and Portfolio Manager at Nuveen. Chapters: 00:00:00 - Real Yield Begins 00:00:52 - The Big Issue 00:03:08 - Mike McKee Reports from Jackson Hole 00:06:29 - Kelley Gerrity of Morgan Stanley Investment Management and Noah Wise of Allspring Global Investments 00:14:38 - Bloomberg's Rachel Graf Discusses Thoma Bravo Conceding 40 Debt Sweetners in Debt Talks 00:17:46 - Midday Movers with Norah Mulinda 00:18:46 - Bloomberg's Olivia Fishlow on Private Credit Investors Signalling Weak Exit Appetite 00:22:27 - The Auction Block with Wellington Management's Kyra Fecteau and RBC's Andrzej Skiba 00:35:34 - Midday Movers with Norah Mulinda 00:36:33 - Margot Kleinman, Nuveen Head of Municipal Research, Portfolio Manager 00:41:15 - Mike McKee Looks Ahead to Fed Chair Kevin Warsh's Speech at Jackson Hole -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts