Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Titans Diverge on Tech as Peter Thiel bails on Nvidia and Warren Buffett’s Berkshire bets billions on Google. And "awash in garbage lending"… Jeffrey Gundlach warns that private credit is the next subprime. We talk to Christopher Sheldon, KKR co-head of credit and markets, about those concerns. And UBS may ditch Switzerland as its chairman reportedly mulls a move to the US.
Chapters:
00:00:00 – Open Interest
00:02:37 – Peter Thiel’s Fund Sells Off Entire Nvidia Stake
00:06:26 – Berkshire Builds $4.9 Billion Alphabet Stake
00:09:22 – Ford Strike Deal with Amazon to Sell Used Cards
00:12:46 – High Interest | Tariff Expansion, Gundlach, UBS
00:14:24 – UBS Chair, Bessent Discussed Moving Bank to US
00:19:22 – Jay Hatfield Infrastructure Capital Management | Equities Stumble Premarket
00:22:57 – Stock to Watch | Alphabet- A Shares, Nvidia
00:32:52 – Top Calls | Dell, Gap, Yum Brands
00:34:40 – Novo Undercuts Lily’s Obesity Drug Price
00:39:38 – Berkshire Builds $4.9B Stake in Alphabet
00:44:57 – Kim Forrest Bokeh Capital Partners | US Bond Yields
00:56:05 – Chris Sheldon KKR | Risk and Opportunities in Private Credit
01:05:47 – Mark Penn Stagwell | Announces Palantir Marketing Deal
01:16:45 – Thiel’s Fund Sell Off
01:18:58 – UBS Weighs a Move to the US
01:23:32 – Kugler Resigned After Violating Trading Rules
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