A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Blackstone Global Head Private Equity Strategies Joe Barratta, Skadden Partner Head of Shareholder Engagement & Activism Elizabeth Gonzalez-Sussman, Kirkland & Ellis Partner Shaun Mathew, Palliser Capital Founder & Chief Investment Officer James Smith, and William Blair Global Head of Investment Banking Matt Zimmer.
Chapters:
00:01:16 – PIMCO Weights $14B Debt Deal for Oracle Data Center
00:07:27 – Joe Baratta, Blackstone Global Head of Private Equity Strategies
00:08:03 – Baratta: Highest Conviction in Electrification of Economy
00:09:04 – Baratta: Don’t Subscribe to End of Software
00:10:03 – Baratta: Market Open to Companies Like Medline
00:11:09 – Baratta: Expect Resumption in Deal Activity
00:12:32 – Baratta: No Urgency to Deploy Capital
00:13:17 – Baratta: Companies Have To Sell At Market Clearing Price
00:16:53 – Midday Movers: Stocks Rally Even As Hormuz Stays Blocked
00:21:17 – The Investment Committee: Activist Investing Picks Up In 2026
00:32:47 – US and Iran Prepare To Negotiate Ceasefire
00:34:34 – Matt Zimmer, William Blair Global Head of Investment Banking
00:36:58 – Zimmer: Aerospace & Defense Appetite Strong In US
00:38:27 – Zimmer: There Will Be A Breaking Point With Price Inflation
00:40:31 – The Impact of Volatility on M&A
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