Inside Carlyle's Global Investment Conference, Bessent Faces Big Questions

Get a jump start on the US trading day with Dani Burger and Isabelle Lee on "Bloomberg Open Interest." Dani Burger is at Carlyle’s Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi. Plus, the Fed under pressure, questions over an AI slowdown and Scott Bessent in the Capitol Hill spotlight on inflation, energy and AI. Chapters: 00:00:00 - Open Interest 00:02:11 - Harvey Schwartz CEO Carlyle | Fed Outlook, Rates, Inflation & Why Zero Rates Aren't Coming Back 00:02:45 - Jason Thomas | Fed Under Pressure, Rising Yields & Why Another Rate Hike May Follow 00:06:30 - Jason Thomas | AI Capex Boom, Data Center Risks & Why Markets May Be Underpricing Risk 00:15:04 - High Interest | Altera IPO Filing, AI Existential Threat Warning & Bessent's Debt Strategy 00:16:01 - Fed Dot Plot, Scott Bessent Testimony & Why Real Rates Matter 00:19:30 - Nimrit Kang Northstar Asset Management | AI Slowdown Risks, Market Leadership & Portfolio Positioning 00:29:40 - Harvey Schwartz CEO Carlyle | Private Credit Risks, Rising Rates & Carlyle's Outlook 00:30:10 - Alex Chi Carlyle Deputy CIO | Private Credit, Maturity Wall, Defaults & Direct Lending Opportunities 00:38:29 - John Redett Carlyle Co-President and Head of Global Private Equity | Carlyle's Fundraising Boom, AI Investment Trends & Private Equity Outlook 00:42:21 - John Redett Carlyle Co-President and Head of Global Private Equity | AI Infrastructure, Data Centers & Why the AI Investment Cycle Continues 00:46:40 - Scott Bessent Testimony Begins | IMF, World Bank, Growth Agenda & U.S. Economic Strategy -------- 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