The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Vanguard President & CIO Greg Davis, UBS Equity Research Analyst, Large-Cap Banks & Consumer Finance Erika Najarian, Janus Henderson CEO Ali Dibadj, CreditSights Global Head of Strategy Winnie Cisar, DoubleLine Global Sovereign & Emerging Markets Head Bill Campbell, Cisco Chair & CEO Chuck Robbins, Blackstone Global Head of Digital Infrastructure Mike Forman, Nuveen Global Head of Infrastructure Jessica Bailey, KKR Head of North American Infrastructure Brandon Freiman, Loop Capital Founder, Chairman & CEO Jim Reynolds, & Huel CEO James McMaster. Chapters: 00:00:00 Bloomberg The Close 00:03:40 Vanguard CIO on CPI, Fed Hikes & Bond Volatility 00:08:44 Treasury Issuance, Duration & Fixed-Income Opportunities 00:10:35 Vanguard on Private Markets & Portfolio Diversification 00:16:53 Top Calls 00:18:17 Morgan Stanley, Bank of America & Higher Rates 00:22:45 Janus Henderson CEO on Going Private & Growth 00:28:29 ETFs, Fixed Income & Private Market Expansion 00:34:24 AI in Asset Management & Investment Strategy 00:39:35 AI Financing, CoreWeave & Credit Market Risks 00:45:02 Apple Prepares to Launch AI Features in China 00:48:10 Closing Bell 00:53:23 CoreWeave, AI Stocks & Treasury Yields 00:56:01 AI Infrastructure Debt & Credit Market Stress 01:02:14 Bonds, Duration & Emerging Market Opportunities 01:05:42 AI Safety, Cybersecurity & Data Center Risks 01:11:41 Loop Capital CEO on Athletes Building Wealth 01:16:42 Athletes, Private Equity & the Power of Ownership 01:22:33 Anthropic’s Pre-IPO Investor Day & AI Valuations 01:24:59 Huel CEO on Danone Deal & U.S. Expansion 01:30:39 Protein, GLP-1s & the Changing Nutrition Consumer 01:32:21 What to Watch -------- 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