Where Investors Can Hide From Shocks | Open Interest 8/18/2026

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Bond anxiety is building around the globe. Ed Yardeni weighs the risks from AI and the Fed. Home Depot puts the consumer to the test. Plus, JPMorgan’s Gabriela Santos on shelter from market shocks, Snowflake CEO Sridhar Ramaswamy on the economics of enterprise AI, and Goldman Sachs strikes another deal to expand its $4 trillion asset-management business. Chapters: 00:00:00 - Open Interest 00:01:26 - Bond Market Volatility, Inflation Risks, AI Debt Issuance & Yield Surge 00:04:51 - Snowflake AI Cost Controls, Model Routing, Anthropic Growth & AI Economics 00:08:14 - Home Depot Earnings, Consumer Spending Trends, Housing Market & Retail Outlook 00:10:55 - High Interest | Iran-Hormuz Standoff, Florida GOP Primary Battle, Goldman Real Estate Deal & Amer Sports Outlook 00:12:00 - Consumer Spending, Amer Sports, China Demand, Premium Brands & Retail Trends 00:15:54 - Gabriela Santos JPMorgan Asset Management | AI Trade Risks, Portfolio Diversification, Bond Volatility & Global Markets 00:23:16 - Rising Yields, AI Debt Boom, Term Premiums, Jackson Hole & Market Positioning 00:32:38 - Top Calls | Duolingo Upgrade, Bath & Body Works Upgrade & Abercrombie Downgrade 00:33:37 - Snowflake AI Strategy, Open-Source Models, AI Costs, Enterprise Adoption & Productivity Gains 00:40:23 - Goldman Sachs Acquisition, Asset Management Expansion & Commercial Real Estate 00:44:27 - Larry Adam Raymond James | Bond Yields, U.S. Debt, AI Capex, Equity Outlook & Market Pullback Risks 00:51:11 - Amer Sports, Abercrombie, Home Depot & Retail Stock Movers 00:52:11 - Home Depot Beat, Consumer Caution, Lowe's Outlook & Home Improvement Demand 00:55:03 - High Interest | U.S.-Canada Trade Talks, ABC vs FCC Lawsuit & Meta Social Media Addiction Case 00:56:17 - Private Credit Recovery, Blue Owl, Blackstone, BDC Flows & Credit Market Demand 00:59:13 - Iran Negotiations, Strait of Hormuz, Oil Shipping Risks & Florida GOP Primary 01:05:31 - Rati Sahi Levesque The RealReal | Luxury Resale Growth, Gen Z Demand, AI Authentication & The RealReal Outlook 01:14:37 - Amir Yaron Bank of Israel Governor | Jackson Hole Preview, Global Rates, Inflation, Israel Economy & AI Productivity 01:23:25 - Mark Walter Empire, Insurance Scrutiny, DOJ Probe, Lakers Sale & Financial Market Impact -------- 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