Top-Heavy Stock Rally Dares Bonds

Wall Street traders drove stocks to all-time highs on growing bets that Corporate America will be able to weather the threats from still-elevated energy costs and interest rates. Bloomberg Opinion's John Authers examines the market backdrop. JPMorgan Chase CEO Jamie Dimon talks AI, inflation, and government debt in conversation with Bloomberg's Tom Mackenzie. Isabel Guzman, former SBA Administrator and Chair of the Global Risk Advisory Council, discusses their new Reputation Risk Index report. TIAA COO Sastry Durvasula joins to explain the firm's blueprint for implementing AI at scale. All on the latest episode of Bloomberg Businessweek Daily. Chapters 00:00:00 Bloomberg Businessweek Daily 00:02:38 Markets: S&P Records, Nvidia & Bond Yields 00:04:39 AI Rally & the Pressure From Higher Rates 00:07:38 Global Debt, France & Bond Market Risks 00:09:32 Jamie Dimon on Government Debt & Inflation 00:12:39 Treasuries, China & Japan 00:15:14 Markets, France & the Midterms 00:19:03 Markets: Record Stocks, Rates & Oil 00:21:00 Jamie Dimon on AI, Cyber Risk & Data Centers 00:22:25 AI Risk, Reputation & Public Trust 00:24:19 Financial Services, AI & Consumer Trust 00:27:00 White House AI Policy & Guardrails 00:29:07 Global AI Regulation & Competition 00:32:34 Markets: Stocks, Rates & Health Care 00:34:42 AI in the Workplace & the Cost of Adoption 00:36:07 How AI Could Reshape Jobs & Workflows 00:38:39 AI, Retirement & Financial Security 00:40:37 Governing AI Agents & Industry Guardrails 00:42:32 Markets & Stock Movers 00:44:38 Google, Constellation Energy & Nuclear Power 00:45:36 Marvell, AI & Data Center Growth 00:46:28 Empire State Realty & Commercial Real Estate -------- 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