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47:30
2026
5 months ago
On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec speak with Bloomberg Opinion international affairs columnist on President Trump's demands that allies back US efforts to protect tankers in the Strait of Hormuz and why some countries may want to use their assistance as leverage. Then, Alberto Gallo, CIO of Andromeda Capital Management, on the private credit landscape as investment in AI increases private credit funds' exposure to hyperscalers. Plus, Ed Ludlow breaks down what to expect from Nvidia's GTC conference - the super bowl of AI conferences - as the company tries to jumpstart the idling stock. Then, Racquel Oden, US head of international wealth and private banking at HSBC, talks market landscape as Wall Street tries to parse what's next in the war with Iran.
Chapters:
00:00:00 - Bloomberg Businessweek Daily Begins
00:04:53 - Marc Champion, Bloomberg Opinion
00:11:34 - Alberto Gallo, Andromeda Capital Management
00:21:13 - Ed Ludlow, Bloomberg Tech Host
00:35:20 - Racquel Oden, HSBC
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