Bloomberg Businessweek

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

“SaaSpocalypse” was the buzzword in markets in the early months of the year, as new AI tools emerged to threaten the business models of software-as-a-service providers. A massive software selloff ensued in public markets and quickly spread to the world of private capital, where firms had spent billions upon billions of dollars stacking their portfolios with SaaS companies when interest rates were low.Suddenly those investments — built on the assumption that subscription revenue from software companies was ever-steady — looked like castles built on sand. fears that rapidly developing AI tools could replace existing tech products still have investors worried that a swathe of SaaS wagers could go sideways all at once. That could bring some nasty consequences for private equity firms, private credit lenders and also retail investors who have built exposure to software loans.

On today's episode:
Paula Seligson, Bloomberg News Senior Reporter
Lipi Sternheim, CEO of REalloys
Rudina Seseri, Founder and Managing Partner of Glasswing Ventures
Woo Jin Ho, Bloomberg Intelligence Senior Networking and Hardware Analyst
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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

The market and tech sector are looking more signs of monetization in the AI Revolution to drive tech stocks further. There will be a waiting period until Nvidia earnings at end of month, but chip activity out of Asia has accelerated over the last month. Overall, it’s crystal clear AI models and data infrastructure heading into next phase of the buildout which is very important for tech sector. And software companies now should start to better participate.

For more, Carol Massar and Tim Stenovec speak with Dan Ives, Partner & Senior Managing Director at Yorkville Ives
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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

In-line July CPI readings gave US equities and Treasuries room to rise as markets relaxed after the data, even as Middle East uncertainty keeps energy shock tail risks alive. Core CPI rose 0.2% on the month, moving the annual rate to 2.5%, matching the slowest annual pace since March 2021. Combined with last week’s weak jobs report that pushed September hike odds to about 40% from roughly 50% before Wednesday’s release.
On today's episode:
Michael Ball, Bloomberg News Macro Strategist
Bob Diamond, CEO of Atlas Merchant Capita & Elliott Lorenz, Co-Founder & CEO of Edge Focus
Constance Hunter, Chief Economist at Economist Enterprise
Randall Williams, Co-Host of ‘Business of Sports’ Podcast
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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
On this special edition of the show, hosts Tim Stenovec and Kristine Aquino are joined by Bloomberg News Senior Economic Statecraft Reporter Joe Deaux for a deep dive into the critical minerals industry. Together, they explore its pivotal role in global markets, the heightening geopolitical competition in the mining sector, and the governmental forces reshaping it.
Tim, Kristine and Joe speak with:
- Polly Mosendz, Bloomberg News Investigative Reporter
- Gracelin Baskaran, Director of the Critical Minerals Security Program at CSIS
- Tripp Hornick, Principal of Quince Street Strategy
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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
Pakistan’s defense minister said the US and Iran are “close to some sort of arrangement” over the Strait of Hormuz, even after both sides appeared to toughen their positions in the long-deadlocked negotiations. “Things are shaping up in favor of peace,” Khawaja Asif told reporters in Islamabad on Tuesday, without giving details of any breakthrough. Pakistan’s Interior Minister Mohsin Naqvi will shortly arrive in Tehran to hold talks with his Iranian counterpart, the Islamic Republic’s semi-official Fars agency reported.
On today's episode, Tim Stenovec and Kristine Aquino speak with:
Noam Rayden, William Sudhaus Senior Fellow at The Washington Institute
Aaron Mulvihill, Global Alternatives Strategist at J.P. Morgan Asset Management
Yoni Assia, CEO of eToro
Denitsa Tsekova, Bloomberg News Cross-Asset Reporter
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