Oak Hill, Fortress at CAIS, Bumble Goes Private, Media Moves

Bloomberg Television4 hours ago40:05

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Fortress Co-CEO Managing Partner Drew McKnight, Ernst & Young Partner, Financial Services EY-Parthenon Elyse Reilly, Jefferies Head of FIG, M&A, Americas Nina Naydenova, and Oak Hill Advisors Founder & CEO Glenn August. YouTube Chapters: 00:00 Bloomberg Deals opens 04:04 J&J Orthopedics Spinoff 06:55 Bumble Taken Private 09:06 Starbucks and Chipotle Rumors 10:53 Drew McKnight, Fortress on AI and Credit 11:38 AI and Data Center Risk 12:45 Credit Standards and Defaults 14:18 Private Equity and Liquidity 15:19 Defaults and Restructurings 17:24 Private Credit Risks 18:47 Portfolio Diversification 20:17 Financial Services Investment Committee 21:10 Financial Services M&A 21:51 Asset and Wealth Management Deals 23:22 Banking Consolidation 24:02 AI and M&A 25:12 Scale in Financial Services 26:11 Cybersecurity Risk 27:05 Regulatory Uncertainty 28:48 Glenn August, Oak Hill Advisors on Private Credit 30:02 Software Credit Opportunities 31:24 Debt and Distressed Investing 33:04 Financing the AI Buildout 35:27 AI and Chip Financing Risks 36:45 AI Capital Constraints 37:57 GlobalFoundries Chip Deal 38:24 Reese Witherspoon Buys Back Hello Sunshine -------- 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

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