A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: I Squared Capital Founder Chairman & Managing Partner Sadek Wahba, Kirkland & Ellis M&A, Private Equity Partner Melissa Kalka, McKinsey & Company Senior Partner & Lead Global Data Center Practice Pankaj Sachdeva, and Mizuho Americas Head of Investments & Corporate Banking Michal Katz.
YouTube Chapters:
00;00;00;00 Bloomberg Deals
00;01;03;26 Anthropic IPO Plans
00;01;47;04 Anthropic Valuation
00;03;14;21 Marvell’s $115B Deal, Liana Baker
00;04;59;10 Vail Resorts Proxy Fight, Mengqi Son
00;06;49;19 T-Mobile Deal, Michelle Davis
00;09;35;22 Infrastructure Investing, Sadek Wahba, I Squared Capital
00;10;25;26 AI Data Center Risks
00;12;07;01 Investing Beyond AI
00;13;19;22 Infrastructure Opportunities
00;14;51;22 Data Center Overexposure
00;15;41;14 Elections and Infrastructure
00;17;33;15 Weil Law Firm Collapse
00;18;19;13 Why Weil Lost Talent, Roy Strom
00;20;31;29 Big Law Outlook
00;21;54;09 Data Centers on the Ballot
00;23;55;03 Data Center Deals, Pankaj Sachdev, McKinsey & Melissa Kalka, Kirkland & Ellis
00;25;41;10 Data Center Delays
00;27;45;15 Data Center Costs
00;30;41;08 Defensive AI Investing
00;33;48;03 Midterms and M&A, Michael Katz, Mizuho Americas
00;35;11;16 Mega Tech Deals
00;36;48;08 Deal Financing
00;37;32;14 Cross-Border M&A
00;38;41;03 M&A Outlook
00;40;26;29 Delaware Life Sale Report
00;41;02;22 Mark Walter Asset Sales
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